The better way to CRM.
Can your spreadsheet do this?
Automated approval letters generated
Automated handwritten birthday cards mailed
Automated refinance engagements created
Meet Your New Personal Pipeline Manager
Know what you need to do and when you need to do it, from lead to contract and contract to close. Keep your team on the same page with automated daily tasks, and referral partners and clients in the know with cross-channel communication, driven by artificial intelligence.
CANDID’s pipeline management feature has allowed my team to exponentially convert and close more business.
—Top 1% LO
Automate Thoughtful Marketing with a Personal Touch
CANDID delivers dynamic content that provides a data-driven, personalized experience that your clients demand and realtors love.
Bring In Hands-Free Repeat Business
Your database is valuable and CANDID knows it. Thanks to a hands free setup and seamless integration of your past client data, CANDID immediately goes to work generating repeat business so you don’t have to.
My database works itself instead of me having to find time to work my database.
—Top 1% LO
Secure Your Future With Modern Technology
CANDID ties together the complexity of today’s emerging technology with a user-friendly experience, enabling your business to thrive in the modern mortgage lending space.
The most intuitive CRM I have ever used
—Top 1% LO
Automating the home financing journey and revolutionizing the post closing experience.
Go-Getting from the Get-Go
Lead to Contract
Realtor Client Dashboards
Dynamic Data Dashboards
Click. Click. Close.
Contract to Close
One Click Updates & Orders
Automated Daily Tasks
Keep the Conversation Going
Home Value Celebrations
From $6 million/yr to $200 million/yr
I knew that Quicken Loans wasn’t using a spreadsheet to manage their business, so why was I? CANDID was the technology behind my personal production growth from $6 million/year to $200 million/year.
CANDID is guaranteed to WOW your clients and referral partners. Its AI technology puts business on your lap and its task management function makes sure nothing falls through the cracks, this alone has made using this system worthwhile, hands down the best CRM I have ever used.
CANDID automates updates and communications with borrowers and realtors, and has helped bring refinance business and repeat referrals to me that I don’t have time to seek out due to the volume of incoming business. My database works itself instead of me having to find time to work my database!
Implementing CANDID has been a game changer. Not only is it the most intuitive CRM I have ever used, the pipeline management from contract to close has created efficiencies that allow my team to exponentially convert and close more business. Definitely worth the investment and an integral tool I can’t imagine living without.