Mortgage Boss

Full Online CRM that helps you build, manage, and farm your client database. Features include database flters, calendar, appointment book, mail and email merge functionality, and much more.

Origination allows you to create and submit your deals to Expert from your MortgageBOSS™ Dashboard. Plus it receives your online applications and is fully integrated with the CRM component.

Offline Application allows you to take an applications while you’re on the go.

Administration & Payroll that helps you manage your business and access real time payment information on your account.

Reporting to help evaluate your business activities.

Expenses enables you to track expenses on your account real time.

Management See all the activities of your assistants, teams, or agents in real time.

Want to see how MortgageBoss works? Call Sabrina Civitella at 1-866-467-3448 to book a live demonstration or email scivitella@meridianfinancial.ca