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.
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 Pat The Bunny as Loan Officer
#1: Automate your business processes & operations
Easily set up autoresponders, opt in workflows, follow ups on leads, and sending your clients notifications. Easily follow up with past leads and reignite cold ones! With Pat The Bunny 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 operations with pipelines
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 fall 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.
Pat The Bunny 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.
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 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 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.
Get world-class automation training when you sign up
Each Pat The Bunny user receives three 1 on 1 onboarding calls with a Pat The Bunny Growth Coach. This ensures you maximize each feature and strategy for your business goals.
Growing Feature List
• Sales Funnels
• Automated followups
• Inbound/Outbound Calls
• Inbound/Outbound Text Messaging
• Social Media Scheduler
• Team Calendars
• Reputation Management
• Workflow Automation
• Signup Sheets
• No-Ring Voicemail Drops
• Facebook & Instagram Messaging
• Contact Management
• Google/Outlook Integration
•Stripe Integration
Watch Our Demo In Action