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A simplified version of AI Augie is displayed with some app related icons floating around. In the background is a man holding a mobile phone.

MEET THE
MODERN ASSISTANT
FOR THE
MODERN LOAN OFFICER

Whether you are staying in FLOW with your strategic partners or expanding your database, there is always much work to be done to succeed.

That’s where Augie comes in!

As your professional AI Assistant, Augie is here to help you achieve all your business goals without you having to spend all your bones hiring someone. Augie is incredibly well-trained in everything you need: from fetching your to-do’s to herding your database into order, from woofing out friendly and consistent communication to tracking your goals and achievements with a happy tail-wag.

Now that Augie is available to help you 24/7, you can finally have the time to focus on the things that matter most!

REQUEST A DEMO

What Augie,
the Mortgage Professional's SALES ASSISTANT,
Can (virtually) do for you

Don’t worry about saving every individual in your personal cell phone when you can conveniently categorize contacts, segment various strategic partners, and track top referrals. You’re even able to store notes on their interests and livelihoods, keeping you in touch and on good terms.

It’s always a “Bones Day” when you can keep on track with a daily list of activities. Stay synced with your email calendar and easily re-assign tasks to your team so you can focus on your main goals and prioritize building relationships.

With established reminders giving you daily notifications about important dates, activities, and goals, you never have to worry about losing track of time. Stay in FLOW with your database with ease!

Nothing gives you such peace of mind as having a highly trained and loyal guard dog protecting you. Rest easy knowing that your clients’ information and the business you do with them is completely safe and secure.

A CRM that deserves a round of a-paws

Don’t worry about saving every individual in your personal cell phone when you can conveniently categorize contacts, segment various strategic partners, and track top referrals. You’re even able to store notes on their interests and livelihoods, keeping you in touch and on good terms.

Sales Calendar Syncing and Tracking

It’s always a “Bones Day” when you can keep on track with a daily list of activities. Stay synced with your email calendar and easily re-assign tasks to your team so you can focus on your main goals and prioritize building relationships.

Never Miss an Annual Review or Paw-liday

With established reminders giving you daily notifications about important dates, activities, and goals, you never have to worry about losing track of time. Stay in FLOW with your database with ease!

Your Personal Guard Dog of Privacy and Security

Nothing gives you such peace of mind as having a highly trained and loyal guard dog protecting you. Rest easy knowing that your clients’ information and the business you do with them is completely safe and secure.

REQUEST A DEMO
The landing page of the LoanMAPS mobile app shows contacts, activities, and the loan origination portal.

Fetching Mobile App And Integration Abilities

You don’t have to keep yourself leashed to your desktop when you can do business from anywhere, anytime! Access important data on the go and integrate with your preferred apps to boost sales and keep your business running smoothly.

The LoanMaps Mobile App puts the power of the CRM right at your fingertips. It stores all your contacts, allowing you to call, text, or e-mail them from anywhere you have cell service.

It also shows your sales activities, which prompt you to call past clients when it is time for their mortgage review, or when it is their birthday. If you have the full LoanMAPS platform, you can utilize the mobile app’s tools to update pre-approval letters, run DU, and more!

REQUEST A DEMO

other features include

Sales Activities – Assign temperatures to your leads so you know which ones might be hot this season

Predictive Analytics – When linked with a HomeBot account, you can have access to detailed data about your clients’ local housing markets

Loan Financial Advisory Tool – Enter the numbers and get clear data-based answers for your clients, helping them come up with a clear plan of action

Rent vs Own calculator – Provide concrete evidence to your clients based on their personal, unique situations and show which path will best fit their lives

Market Watch – easily track potential Refi’s, quickly find people who match your entered search criteria, and do loan management en masse with just a couple simple clicks

REQUEST A DEMO

Learn more about loanmaps CRM

REQUEST A DEMO

Hear What Others Say About Loanmaps CRM

“I think it’s helped me build business because I can utilize it everywhere. I haven’t had to interrupt my life to go and continue to do business.”
Kari Morrison
Kari MorrisonBranch Manager
“I think going through and being able to mine your database was so big, especially during the refi market. Finding that person that’s still out there, that hasn’t done anything, and then getting them in the door that way. That helped immensely I think.”
Danny Stark
Danny StarkLoan Officer
“It’s easy because it’s all in one place! You can just go right into your marketing from the main screen. You’ve got everybody all in one place and you’ve got your notes. It ties in all their loans I’ve done, so I can look and see things I need to do. It also tells me who my top referral sources are right in the CRM.”
Kris Hocum
Kris HocumLoan Originator
“I think the CRM that’s built into LoanMAPS is excellent. Just keeping in touch with your borrowers automatically. Letting you know when to contact them by just sending out the emails, birthday reminders, etc. All that stuff, that’s huge.”
Jackson Brown
Jackson BrownBranch Manager
“It’s great because the birthdays and the annual reviews, sending out referral thank you cards, surveys being sent out. It’s taken a lot off our plate in terms of thank you cards. It definitely is helping with agent prospecting and borrowers post-closing.”
Matt Hanson
Matt HansonLoan Officer
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Contact Information

This plan is designed to give you and your team a top-notch processing experience, while our Borrower Portal creates a seamless customer experience. Use our POS independently or link it with our CRM for enhanced features.

  • Borrower Portal
  • Built-In Imaging System
  • Team Tasking 
  • Lights-Out Integrations

 

$150 PER USER
per month (minimum of 5 users)

This plan is perfect for individuals looking to access their database and stay in flow. When properly setup, users can also receive predictive analytics regarding their prospect’s activity.

  • Annual Mortgage Review
  • Sales Calendar and Activities
  • Mortgage Market Watch
  • Top Referral Partner Tracking
  • Mobile App

 

$75 PER USER
per month

This plan is for those looking to go above and beyond, taking our standard CRM features, and adding on the ability to generate sales and referral reports. Also, agent prospecting allows users to easily track their campaigns to increase notoriety with referral partners.

This plan includes all the features of Augie AI, as well as:

  • Ad Hoc Report Writer
  • Agent Prospector

 

$100 PER USER
per month

Whether you are ready to see a demo or just want to learn more about how we can help keep you top of mind, we’d love to hear from you!

support@take3tech.com

1.800.575.1838

Schedule a Demo

Open Calendar

Pricing Structure

This plan is designed to give you and your team a top-notch processing experience, while our Borrower Portal creates a seamless customer experience. Use our POS independently or link it with our CRM for enhanced features.

  • Borrower Portal
  • Built-In Imaging System
  • Team Tasking 
  • Lights-Out Integrations

 

$150 PER USER
per month (minimum of 5 users)

This plan is perfect for individuals looking to access their database and stay in flow. When properly setup, users can also receive predictive analytics regarding their prospect’s activity.

  • Annual Mortgage Review
  • Sales Calendar and Activities
  • Mortgage Market Watch
  • Top Referral Partner Tracking
  • Mobile App

 

$75 PER USER
per month

This plan is for those looking to go above and beyond, taking our standard CRM features, and adding on the ability to generate sales and referral reports. Also, agent prospecting allows users to easily track their campaigns to increase notoriety with referral partners.

This plan includes all the features of Augie AI, as well as:

  • Ad Hoc Report Writer
  • Agent Prospector

 

$100 PER USER
per month

Augie AI POS (Processor)

This plan is designed to give you and your team a top-notch processing experience, while our Borrower Portal creates a seamless customer experience. Use our POS independently or link it with our CRM for enhanced features.

  • Borrower Portal
  • Built-In Imaging System
  • Team Tasking 
  • Lights-Out Integrations

$150 PER USER
per month (minimum of 5 users)

Augie AI Sales Assistant

This plan is perfect for individuals looking to access their database and stay in flow. When properly setup, users can also receive predictive analytics regarding their prospect’s activity.

  • Annual Mortgage Review
  • Sales Calendar and Activities
  • Mortgage Market Watch
  • Top Referral Partner Tracking
  • Mobile App
$75 PER USER
per month

Augie AI Sales Assistant Plus

This plan is for those looking to go above and beyond, taking our standard CRM features, and adding on the ability to generate sales and referral reports. Also, agent prospecting allows users to easily track their campaigns to increase notoriety with referral partners.

This plan includes all the features of Augie AI, as well as:

  • Ad Hoc Report Writer
  • Agent Prospector
$100 PER USER
per month
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