Automate everything that happens after lead buying.

Automate your lead flow from CRM to conversion. Engage prospects instantly with personalized rate follow-ups.

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Stay ahead of the competiton

Send an instant rate quote to all leads via email and SMS

STEP 1
You purchased a lead

Leads from any third party provider are routed from the lead source to your CRM.

STEP 2
BankingBridge connects with your CRM using Zapier

The lead fields are mapped from your CRM to BankingBridge using Zapier to streamline the process.

STEP 3
BankingBridge engages your leads by providing a loan summary and weekly rate alert emails.

Boost lead engagement, conversations, and trust by providing clear upfront rates early in the process.

in less than 20 seconds
All your leads receive instant rate quotes to their email and SMS.

Boost lead engagement, conversations, and trust by providing clear upfront rates early in the process.

FLAT FEE

Pricing

$2,950

One time setup fee

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INCLUDES
  • 5,000 monthly rate subscription emails
  • 1,000 monthly SMS AI threads
  • Up to three lead sources (Bankrate, Nerdwallet,
    FreeRateUpdate…etc)
  • Engagements - up to 500 new emails
  • Third party fees integration
  • Dashboard analytics on opens, clicks, dashboard visits,
    scheduled calls
  • Calendly integration for scheduling calls
  • Disable rate subscription emails based on CRM milestone
  • 12-month access

Frequently Asked Questions

What does the BankingBridge Engage platform integration with my
CRM include?
How do I know my pricing and rates are accurate?
What is AI-powered SMS outreach, and how does it benefit my leads?
What is included in the welcome email automation?
What is the rate dashboard for a lead, and how does it work??
 How does rate subscription enrollment work?
What third-party fees are included in a mortgage quote?

100+ mortgage companies are increasing their revenue using BankingBridge products