A&D Mortgage Unveils Cutting-Edge Free CRM Tool for Mortgage Brokers

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FORT LAUDERDALE, Fla.--(BUSINESS WIRE)--Nov 12, 2024--

A&D Mortgage, a leading name in the mortgage industry, is excited to announce the launch of LEADer, its proprietary free CRM tool designed for its Approved Partners. This innovative platform is set to transform how mortgage professionals manage client relationships and streamline operations to help them grow their pipelines.

A&D Mortgage has always been committed to providing mortgage brokers with the tools they need to excel in their profession. With the launch of this free CRM tool, A&D Mortgage aims to empower mortgage brokers to reach new levels of efficiency and success in their business endeavors.

Key features of LEADer include:

1. Client Management: Easily organize and access client information, communication history, and loan details in one centralized location.
2. Task and Calendar Management: Stay on top of appointments, follow-ups, and important deadlines with integrated task and calendar management.
3. Lead Generation: Capture and manage leads seamlessly to expand your client base and grow your business.
4. Automated Communications: Send automated emails, reminders, and updates to clients, keeping them informed throughout the loan process.
5. Single Sign-On (SSO): LEADer offers Single Sign-On (SSO) functionality, allowing mortgage brokers to seamlessly access both the CRM and other critical platforms like AIM (Broker Portal) and ADvantage Loyalty Program.
6. User-Friendly Interface: Enjoy an intuitive and user-friendly interface designed with the needs of mortgage brokers in mind.
7. Customization: Tailor the CRM to suit your unique business needs with customizable fields and workflows.
8. Secure and Compliant: Rest easy knowing your data is stored securely and that the CRM tool complies with industry regulations.

"At A&D Mortgage, we understand the challenges that mortgage brokers face in their day-to-day operations," said Max Slyusarchuk, Founder and CEO at A&D Mortgage. "LEADer is a testament to our commitment to supporting the success of mortgage professionals. We believe this tool will significantly enhance efficiency, client satisfaction, and ultimately, broker success."

This new launch is part of A&D Mortgage's continued development of industry-leading technology to empower mortgage brokers to thrive in an ever-evolving marketplace. By offering cutting-edge tools such as LEADer, we are enhancing operational efficiency and helping brokers stay ahead in a highly competitive industry. Our commitment to innovation ensures that brokers have the resources needed to deliver exceptional service and grow their businesses.

Partners can access the CRM tool through AIM Partner Portal. To learn more about our loan programs, visit www.admortgage.com.

About A&D Mortgage

As a premier direct lender, A&D Mortgage offers a full spectrum of Conventional, Government, and Non-QM loan products with 24-hour turnaround times and some of the most competitive rates in the industry. In addition to their Prime Jumbo loan product, A&D Mortgage offers programs for Prime borrowers, Foreign National borrowers, as well as borrowers with imperfect credit histories. Programs with no income verification are also offered for investment property loans. The company offers free concierge services, bank statement reviews, marketing tools and resources, and more to support the brokers they serve. In 2024, A&D Mortgage received several prestigious industry awards, including being officially verified as the #1 Non-QM Lender and a Top 3 DSCR and Bank Statement Lender by Scotsman Guide. They were also named a Top 10 Wholesale Lender by Forbes, awarded a Stevie for Innovative Mortgage Technologies, and received a Globee for Achievement in Artificial Intelligence.

A&D Mortgage, LLC is an Equal Housing Lender. NMLS ID #958660. 899 W Cypress Creek Rd, Fort Lauderdale, FL 33309. For important disclosures and state licensing information:
https://admortgage.com/important-disclosures/

View source version on businesswire.com:https://www.businesswire.com/news/home/20241112064666/en/

CONTACT: Carl Holman

A&D Mortgage, LLC

954-408-9231, ext. 8258 office

904-226-4843 cell

[email protected]

KEYWORD: UNITED STATES NORTH AMERICA FLORIDA

INDUSTRY KEYWORD: BANKING ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE

SOURCE: A&D Mortgage

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PUB: 11/12/2024 10:00 AM/DISC: 11/12/2024 10:02 AM

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