Handle More Growth & Close More Leads For You Loan Business

We took the best of digital marketing systems and combined them to create an all-in-one omnichannel marketing and sales solution for mortgage loan officer and brokers. You’ll be able to easily import your existing clientele and delight them with email newsletters, birthday reminders texts, and more.

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Kedra – Loan Officer & User

Mortgage Loan Officer
⭐⭐⭐⭐⭐

“Where else can you get texting, email, phone, voice drop, in one platform?… I see this as the software of the future. Setting your internal team and your client’s up for success.”

Just a few reasons to use LeadDragon as Loan Officer

#1:Automate your business processes & tasks

Easily set up autoresponders, opt in workflows, follow ups on leads, and sending your clients notifications. We promise our system will make you excited and help you focus on what you know how to do best… getting attention & building your business! With LeadDragon it’s easy to automate everything you can think of from appointments, follow ups, and database reactivations

#2: Setup unlimited calendars and start booking appointments

We’ve made creating self-booking calendars a breeze inside of the system. Simply choose your availability, confirmation messages, and the information you would like to collect from people wanting to book an appointment. You can even charge per appointment and send reminders to decrease your no-shows and bookings. You’re in complete control.

Did you know that 50% of people choose the company that follows up with them the fastest? So if you are leaving leads to sit for hours, days, or weeks because you don’t have the time to dedicate to following up, you could lose thousands of dollars in revenue each month!

#3: Make it extremely easy for your clients to contact you

One of most important features is a fully integrated sales conversation inbox that tracks messages, texts, calls, emails, Instagram DMs, Facebook & Google Messages, reviews and more in one place. Easy follow up on more than one channel and make your business more accessible to any potential client.

#4: Organize your business sales cycle & fulfillment with pipelines for your loans

Our pipelines give you a true bird’s-eye view of the entire sales process and the management of your existing clients. This type of centralization allows you and your sales team to track and monitor each stage of the sales process from negotiation to sales status and beyond. Never let another precious lead falls through the cracks!

#5: Capture the information you need with our forms & CRM

Keep your customer contact details in one place and up-to-date while gaining actionable insight into your business’s sales operation – all from one CRM software solution. Our drag & drop form builder helps you collect and intake the client data you need for your funnels, operations, and onboarding needs.

And say goodbye to paying
for extra tools!

The all-in-one solution for Loan Officers with or without teams that will help you build a sparkling reputation to grow your business!

Once you close the loan, it doesn’t stop there. These clients are now vital because they are the voice of your brand. Happy clients create more happy clients through referrals and reviews. Potential clients love reading testimonials because it makes them feel like they are getting the REAL picture, not just what is marketed to them.

Our system will allow you to run your reputation management strategy through it an collect hundreds of Google Reviews to increase your local seo in your specific market.

Here are just a few of our features that can help your Real Estate business thrive!

Level-up your existing Loan business with the world’s most powerful automation software.

Our feature rich system will help you automate things like notifying your customers, following up on leads, and being able to handle more growth. Easily expand your operations by adding more staff members to access your dashboard.

Be your own boss and make a great living in the process.

LeadDragon benefits the entire company. Sales teams will understand their pipeline and performance better, while marketing teams can make accurate forecasts with easy-to-understand logs. In fact, it also makes the overall communication within the company a lot simpler and more transparent. Teams can now set their goals and work from it with complete visibility! With our tag features, you can market & sales more efficiently.

Loan Officer Automation CRM

Build automations that text back & opt in to your offers

Our simple setup & use of automation will help you stay top of mind in your market and save you time so you can do what you know how to do best which is serve your clients.

Build landing pages for each offer, product, or service

Build landing pages with our drag and drop builder makes designing a listing or neighborhood specific funnel easy! When you sign up, our coaches will help you design funnels on the fly to capture leads when you need them.

Schedule all your appointment with calendars

Consolidate all of your appointments and automate reminders with our calendars features. Add your staff to manage and confirm the appointments. Sync your existing Google Calendar or Outlook to make your appointments on the go.

Get world-class automation training when you sign up

Each LeadDragon user receives two 1 on 1  onboarding calls with a LeadDragon Growth Coach. This ensures you maximize each feature and strategy for your business goals.

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Free FastTrack Automation Course

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Live Training Each Wednesday

Sign up for our office hours zoom call where any user can hop in to ask any questions.

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Keyword Automation Masterclass

Learn how to cleverly capture leads using one simple workflow and a keyword for your audience.

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Booking Automation Masterclass

Watch how easy it is to build a two-step funnel to capture appointments and follow up.

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