SBA Loan Originator CRM
A Done-4-You, Turn-key email marketing & follow up drip system designed for B2B Loan Originators.
Add unlimited contacts to pre-built, infinite marketing drips & let the CRM follow up, book appointments, & take loan intake forms in your sleep!
SBA Features
* SBA funnel template with loan intake form.
* SBA forms library & doc submission checklist.
* SBA DSCR Quick Loan Pre-Qualifier Spreadsheet.
* SBA loan guideline, processing, submission.
* SBA Bank & Lender search directory.
* SBA "Deal Desk" (Loan scenario, processing, & placement assistance)
Turn-key Workflows & Drips
* Loan Intake Workflow.
* Borrower Doc Checklist Reminder Drip.
* Lender Submission & Follow Up Drip.
* SBA Facebook Group Drip.
* SBA Acquisitions Marketing Drip.
* SBA Working Capital Marketing Drip.
* SBA Newsletter Drip.
* SBA 504 Drip.
* Testimonial/Review Request Drip.
* Closed Deal Announcement.
* Calendar Reminder & Missed Appointment Drip.
CRM Features
* Loan Pipelines to track your loans & leads.
* Turn-key email marketing drips with pre-built templates.
* Store unlimited contacts, segment with tags, & smart lists.
* Unified messaging inbox consolidates email, calls, texts, & social media messages.
* Appointment scheduling system.
* Social media post scheduler.
* Create unlimited users for your team.
* Hundreds of funnel & website templates.
* Referral partner loan intake form.
* Open API to integrate any 3rd party apps.
* Mobile app
* And so much more.....
Setup, Training & Support
* Semi custom setup (5 to 7 days to implementation)
* (5) 1 hour Zoom training sessions
* Phone, Email Support (9-5pm PST)
Copyright © 2024 SBA Loan Network
807 N. La Cadena Dr Colton, Ca 92324
CA DRE Broker ID #01994634