As a busy mortgage professional, you’re probably always keeping an eye out for a mortgage app that will help you, and your team, achieve peak efficiency while impressing clients and prospective borrowers. We hear your concerns and strive to deliver the best Loan Officer app for professionals on the go. CardTapp delivers a digital assistant technology operating behind the scenes of a personalized mobile app to help you engage with prospective borrowers more effectively, manage the referral process, and capture more leads from events. So, let’s explore how Easy Mortgage Apps stacks up and compares to CardTapp!

Not All Mortgage Technology is Alike

We believe the more control you have over your technology, the greater your success will be. Both Easy Mortgage Apps and CardTapp allow for custom logos, colors, and buttons for the company. But, only CardTapp offers the additional benefit of customizable features for individual employees to let your star employees shine.

With our Enterprise features, you will have access to custom in-app forms, role-based user access controls, delegated access to user controls, account-level data export, custom lead insertion to CRM, and much more. With the ability to add unlimited co-branding partners while remaining RESPA compliant, CardTapp goes above and beyond. 

CRM, Communications, Sharing, & Networking

These features are where CardTapp really begins to outpace Easy Mortgage Apps by leaps and bounds. The ability to have simple solutions for staying in contact with clients, vendors and team members is arguably the most important aspect of having a successful mobile app for LOs. We have integrated all of these features to leave Easy Mortgage Apps in the dust:

These features are where CardTapp really begins to outpace Easy Mortgage Apps by leaps and bounds. The ability to have simple solutions for staying in contact with clients, vendors and team members is arguably the most important aspect of having a successful mobile app for LOs. We have integrated all of these features to leave Easy Mortgage Apps in the dust:

  • One-Click Sharing – Easily share documents, leads, messages, and more!
  • Real-Time Notifications via Mobile Analytics – Track user behavior and observe trends to adjust your approach faster.
  • Referral Lead Engine – Know exactly what your marketing approach will need to be when a user refers you.
  • Distribution via SMS – SMS is more effective than push notifications for initiating engagement. 
  • App Share from Desktop via SMS – Easily connect with prospects and engage with users from your desktop.
  • SMS Auto-Response Keyword – You can customize messages and communication for users.
  • Bulk SMS Messaging – Got some great news to share with your clients, prospective borrowers, referral partners or friends/family. Send bulk or single-recipient SMS messages in an instant.
  • Voice Calling – One-touch calling from in-app.
  • CRM Integration – Seamless integrations with SalesForce, Top of Mind, Total Expert, InfusionSoft, HubSpot, PipeDrive, Kunversion, Zoho, Agile, Big Purple Dot, Velocify, Top Producer and 60+ more. No more manually adding leads or updating your CRM.

Summary

It’s easy to see why CardTapp is the right choice for your mortgage app needs. Aside from being a Web App that requires no additional storage on your phone, it is much more lightweight compared to native mobile apps like Easy Mortgage Apps. CardTapp also boasts a front end distribution rate that is 10x number of app users and leads captured.

For a company with 100-150 Loan Officers, CardTapp will generate approximately 10,000-15,000 unique app users and leads captured in 365 days. In contrast, Easy Mortgage Apps averages 500-2000 unique app users (installs) for a company with a similar number of Loan Officers.

Here is an actual CardTapp Dashboard for a mortgage company with 100 Loan Officers:

10x the app users with CardTapp

Easy Implementation

Typically, building such a customizable mortgage app would take days or weeks of your time. That won’t be the case with CardTapp! Indeed, we have integrated one-click features that allow you to build the perfect app in minutes. Once you set a few customizable features, the rest immediately begins to automatically fall into place and you can have your app up and running before tomorrow’s business meeting.

CardTapp leverages Digital Assistant technology to deliver an easy to use mobile app with a robust backend that is trusted by one person mortgage companies to Fortune 100 organizations. We offer a wide array of assistants that cater to your goals such as our Referral Assistant, Borrower Assistant, and Event Assistant. Ready to learn more about CardTapp and let us show you why we’re the best? Request a consultation today!