One-Stop CRM + Marketing Automation for Mortgage Originators
From the very first inquiry through closing day, Wintec CRM automates your outreach, nurtures every lead, and maximizes your ad spend—all in one sleek, intuitive platform.
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The Problem
Loan officers and mortgage teams juggle an ever-growing stack of disconnected tools and processes—and it’s costing them deals, time, and sanity.
Fragmented Follow-Up Hurts Conversion
You capture leads via web forms, ad clicks, or referrals, but without an automated sequence those fresh inquiries often go cold within hours. Manually chasing dozens of prospects every day is unsustainable, and the result is lower funded-loan volume.
Personalization vs. Scale
Borrowers expect tailored guidance—“What rates can I lock in?” or “How do I qualify with a 620 credit score?” Crafting unique emails or texts takes time, and templates lose impact when overused. Teams either sacrifice personalization for speed or drown in manual edits.
Wasted Ad Spend on Untracked Channels
Running Google and Facebook ads is essential, but unless you stitch your CRM to your ad platforms, you don’t know which clicks turn into funded loans. By the time you pull reports, it’s too late to reallocate budget, and poor channel visibility can drop ROI by up to 30%.
Compliance Complexity
Every email, text, or rate alert must meet CFPB, TCPA, and state licensing rules. One inadvertent SMS blast to a non-opted-in prospect can trigger fines or investigations. Most CRMs offer only basic “opt-out” fields without built-in, state-by-state regulation checks—leaving you exposed.
Lack of Real-Time Insights
Learning from yesterday’s numbers means you’re already behind. Teams need live dashboards showing open rates, click-throughs, and funded-loan attributions. Without real-time data, you’re flying blind—chasing problems instead of anticipating them.
Our Solution
Wintec CRM unifies pipeline, marketing, and analytics in a single, compliant-by-design platform—so you spend less time managing tools and more time closing loans.
Automated Rate-Drop Alerts
Whenever rates move in a prospect’s favor, Wintec CRM springs into action:
- Real-Time Rate Monitoring: Syncs with live market feeds.
- Smart Thresholds: Set the rate-drop “delta” that matters (e.g., 0.25%).
- Multi-Channel Delivery: SMS, email, or in-app notifications ensure no prospect misses the news.
Segment-Based Drip Campaigns
Create, schedule, and automate nurture sequences for every borrower profile:
- Purchase vs. Refinance Tracks: Tailor content to move each type through your funnel.
- Conditional Branching: If a prospect clicks “See Rates,” trigger a call-reminder sequence.
- Template Library: Pre-built email and SMS templates written for compliance and conversion.
Ad Retargeting & Channel Analytics
Break down silos between your CRM and ad platforms:
- One-Click Segment Sync: Push any CRM segment (e.g., “620–650 score leads”) to Facebook or Google Ads.
- Attribution Dashboard: See spend, clicks, and funded loans side by side.
- Automated Bid Adjustments: Based on loan volume and cost-per-funded-loan targets, Wintec suggests optimized bids.
How It Works
- Import or Capture Leads
Instantly pull in leads from your website forms, social-media lead ads, and LOS/ERP integrations—no coding required. Smart tagging auto-assigns labels like “First-Time Buyer” or “Cash-Out Refi,” while the deduplication engine merges duplicates to keep your campaigns clean. - Automate Your Nurture
Use the visual workflow builder to drag and drop steps for email, SMS, voice-drop, and rate-alert tasks. Event-driven triggers pause or advance sequences—if a borrower uploads documents or schedules a call, the system adjusts automatically. All messages pass through compliance guardrails that flag potential TCPA or RESPA violations before sending. - Track & Optimize
The live performance dashboard updates open, click, and conversion metrics in real time so you know within hours if a new campaign is working. The ROI calculator shows cost-per-funded-loan by channel, comparing organic web inquiries versus paid-social leads. AI-powered recommendations suggest boosting budget on top segments and pausing underperformers automatically.
Benefits at a Glance
- Save 10+ Hours/Week on manual follow-up and campaign setup.
- Increase Conversion by 20–35% with timely, personalized touches.
- Replace 3+ Disconnected Tools—no more exports, imports, or API headaches.
- Built-In Compliance for CFPB, TCPA, RESPA, TRID, and state licensing.
- Optimize Ad Spend in real time with channel analytics and AI recommendations.
- Scale Seamlessly from solo originator to enterprise branch with customizable roles and permissions.
Coming Soon / Early Access
Wintec CRM is entering private beta with a select group of originators. We’re adding final polish to our user interface and deep integrations with leading LOS platforms. Early Access members will receive:
- First look at Automated Rate-Drop Alerts
- Exclusive access to Facebook & Google Retargeting Connectors
- Founders’ Pricing locked in for life
- Direct influence on new feature prioritization
- Dedicated onboarding and support
Sign up now to join our Early Access Program and secure your spot on launch day:
Join Early Access
Roadmap
Q3 2025
- Live Ad-Retargeting Integration with Google & Facebook
- Advanced A/B Testing for Email and SMS Campaigns
Q4 2025
- Native Mobile App (iOS & Android) for on-the-go pipeline checks
- Borrower Self-Service Portal with secure document upload
Q1 2026
- 3rd-Party LOS & ERP Integrations (Encompass, Calyx, ICE Mortgage Technology)
- AI-Powered Lead Scoring and Predictive Analytics
Stay tuned for regular roadmap updates and new feature announcements as we expand the power of Wintec CRM.
Why Choose Wintec CRM?
Built for Originators, by Originators. We’ve walked in your shoes and know that speed, compliance, and personalization win deals.
Scalable for Teams of Any Size. Whether you’re a solo loan officer or a 50-person branch, Wintec CRM adapts to your workflow.
Rock-Solid Security & Compliance. SOC 2–certified, GDPR-ready, with audit logs on every action.