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IDX Matrix CRM

Lender Management

Managing your relationships with lenders is of primary importance to running a real estate business.


Features of Lender Management

IDX Matrix provides you with a comprehensive CRM system that will allow you to manage relationships with lenders. Information can be organized by lender or by property. The database in the CRM is fully searchable and offers a variety of filters. You can access information about contact details, collaborating with team members, property information, and keep track of what tasks have been completed, and which ones are still outstanding.

  • Easily manage relationships with lenders
  • Variety of search filters
  • Task management tools
Lender Management
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How Lender Management works

Our fully integrated CRM system allows you to grant access to the contact details of leads to their lenders. This system allows you, your client, and the lender to all communicate in real time, removing the hassle from the process, allowing you to complete the sale quicker.

  • Communicate in real time
  • 3-way communication between agent, lender and client
  • Lender Management integrated with IDX Matrix CRM

Benefits of Lender Management for end user

Lenders need to compile information relating to the leads credit score and financial status. Thanks to IDX Matrix’s CRM system this task has never been easier. Lenders can go through lead pages finding the easiest way to communicate with them, whether that is by phone, text, or email. Lenders can use the information you have provided them with to send out bulk mails and find information such as assigned leads count. They can also transfer leads to another lender if required.

  • Access information on credit scores and financial status
  • Makes working with lenders easier
  • All data is fully secured and protected
Lender Management CRM

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