Banking, Finance & Mortgage

Customer Needs Have Evolved. Has Your Mortgage Sales Engagement Solution?

The only constant in the banking and finance industry is change. VanillaSoft’s banking, finance and mortgage sales engagement platform helps you weather the change and meet the needs of an increasingly demanding market. VanillaSoft allows you to keep accurate records, ensure timely follow-up, and track customers as they move through the system.

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VanillaSoft protects personal data with an advanced 256-bit secure socket layer (SSL) hosting service with multiple levels of security so you can be confident that your customer data is safe.

Centralized Customer Engagement

Establish workflows that incorporate calls, texts, and emails in a single platform.

Priority-based Lead Management

Agents are not required to manage lists or call-backs. The VanillaSoft routing queue will present the best new leads and follow-up activities automatically.

Eliminate Busywork

No more tedious tasks like managing lists, writing emails, hand dialing, and leaving voice messages.

Enforce Consistent Follow-up

Customizable cadences ensure your agents work every lead thoroughly, maximizing the ROI for each lead.

Voice Drop

Automatically leave a pre-recorded, personalized message while moving on to the next call in the queue.


VanillaSoft has made me more efficient and effective with my contacts therefore maximizing my production. I have tripled the amount of contacts and closes which has tripled my income!

Hector Haro

Account Executive, BARR Credit Services

VanillaSoft has the easiest, quickest implementation, and customizations can be done by a non-IT person like me.

Carrie Griffin

VP of Business Development, The Salt Group

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See how VanillaSoft can help you increase sales with a free, personalized demo.

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