CANDID.
By CANDID.Finance
- Rating
- 4.5
- Reviews
- 8
- Pricing
- Paid
- From $300 per user per month
- Listed since
- 2022
About CANDID.
A Mortgage Marketing Platform for the Modern Loan Originator.
CANDID’s end-to-end solution powers the Modern Loan Originator and their team. Here’s how:
REALTOR-GENERATED PRE-APPROVAL LETTERS Empower your Realtor partners with 24/7 access to update & download Pre-Approval Letters, calculate closing costs & more.
AI-POWERED REFINANCE ENGAGEMENTS CANDID identifies refinance opportunities and reaches out to clients on your behalf, eliminating the need for cold-calling.
REALTOR CLIENT DASHBOARDS Provide your realtor partners with real-time insight into their client’s financing status.
ONE CLICK UPDATES & ORDERS Order Title, Homeowner’s Insurance and POA's, send instant text updates to clients, and email updates to your clients, buyer’s agents, listing agents and more.
AUTOMATED DAILY TASKS Eliminate the guesswork in your daily to-dos, auto-assign responsibilities and keep your team working in sync.
CLIENT BIRTHDAY CELEBRATIONS Automate handwritten, co-branded birthday cards to keep you and your Realtor partners in front of your clients.
HOME VALUE CELEBRATIONS Data-driven, co-branded home value celebrations that stir interest and start conversations with your clients.
Highlights
- MEET YOUR PERSONAL PIPELINE MANAGER Know what you need to do and when you need to do it, from lead to contract and contract to close. Keep your team, referral partners, and clients on the same page with automated tasks and cross-channel communication.
- AUTOMATE THOUGHTFUL MARKETING WITH A PERSONAL TOUCH Deliver dynamic content that provides a data-driven, personalized experience that your clients demand and realtors love.
- BRING IN HANDS-FREE REPEAT BUSINESS Your database is valuable and CANDID knows it. Thanks to a hands free setup and seamless integration of your past client data, CANDID immediately goes to work generating repeat business so you don’t have to.
Screenshots
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Pricing
Paid, from $300 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $300 per user | Monthly |
Reach out to info@candid.inc for additional Pricing information.
Compatibility
- Salesforce editions
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on February 7, 2022
- Languages
- English
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