Archived product information
Ads and CRM for mortgage lead follow-up
This page describes Loandock’s earlier ads and CRM service. It is separate from the AI mortgage processor offered on the main site.
The lead record, from response to appointment
- 01
Inquiry
Keep the campaign and source with the lead record.
- 02
Intake
Record the answers the borrower provides for a licensed loan officer to review.
- 03
Appointment
Offer a connected calendar and keep the appointment with the record.
- 04
Follow-up
See the conversation and the next action in one place.
What this archive covers
Campaign records, borrower-reported intake answers, appointment details and follow-up history. A licensed loan officer remains responsible for qualification and borrower conversations.
Looking for the current product?
Read how Loandock works mortgage documents and conditions, or contact the team about this archived service.