CardTapp offers a host of digital assistants centered around driving more and better leads into marketing automation and CRM so that marketers can accelerate prospective borrowers velocity through the loan process.
CardTapp offers a host of digital assistants centered around driving more and better leads into marketing automation and CRM so that marketers can accelerate prospective borrowers velocity through a buying process.
After a prospective borrower enters the sales funnel, CardTapp’s Data Entry Assistant will automatically sync lead data to a backend dashboard (visible to marketers) and mobile analytics toolkit (visible to Loan Officers) for easy follow-up and lead prioritization based on engagement.
After a prospective borrower enters the sales funnel, CardTapp’s Data Entry Assistant will automatically sync lead data to a backend dashboard (visible to marketers) and mobile analytics toolkit (visible to Loan Officers) for easy follow-up and lead prioritization based on engagement.
CardTapp offers instant data transfer to CRM or Marketing Automation as a realtor referral partner or prospective borrowers accesses Loan Officer information.
CardTapp offers instant data transfer to CRM or Marketing Automation as a realtor referral partner or prospective borrowers accesses Loan Officer information.
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We’d love to speak with you to discover if CardTapp is right for you. No hard sales, just an honest discussion with the goal of understanding if you’re someone we can help.
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Low-to-no risk. If you think we can help with your one-to-many events, lead management, or referral business, it’s easy to find out for sure. Let’s get started.
