CRMnow Releases Portal iQ; a Website Content Management System Fully

Integrated with Mortgage iQ CRM

CRMnow, the leader in Foundational CRM for lenders today announced a new product offering
called Portal iQ™ a powerful Website Content Management System (CMS) that integrates
CRMnow’s Mortgage iQ® platform with a lender’s website. The combined technologies provide a
ground-breaking level of collaboration between originators, borrowers and partners. Combined
offering helps Lenders collaborate with partners and borrowers via custom websites.

Aliso Viejo, CA, August 31, 2010 --(PR.com)-- In a world where everything needs to be not only “right”
but also “right now,” how are you going to deliver important information to your customer and keep them
engaged for the 20-60 day sales-cycle of a typical loan? How are you going to interact with every
borrower that hits your website? How are you going to be sure that your “hot leads” are getting followed
up on and how can you easily co-market with your partners in a powerful and meaningful way?

According to Chris King, CEO of CRMnow, “If your websites are not integrated with your CRM system
or if they do not allow you to easily and automatically interact with your borrowers, then you are missing
a huge opportunity to keep your customer engaged during the loan cycle... and you are probably losing
customers. Today's borrower wants to fill out a loan application securely on line and a modern lender
wants that data to automatically download to a robust CRM system in real time.”

Portal iQ is a full featured website offering for the Corporate Entity as well as Branches and Loan
Officers. Portal iQ includes a robust Content Management System (CMS) that allows users to make
on-the-fly content changes without waiting for a “web master” to help them. And most importantly Portal
iQ has a secure full loan application integrated with the Mortgage iQ CRM system complete with built in
alerts to loan officers, borrowers and partners.

Jeff May, President of Cherry Creek Mortgage stated “We started with a new Portal iQ Corporate website
and followed up with Branch and Loan Officer websites as well as a custom recruiting website. All of
these sites are fully customizable and integrated with our Mortgage iQ platform branded internally as
ClientKeeper. The immediate payback was astounding. Our Loan Officers love the website loan
application that immediately updates their CRM system and borrowers especially appreciate the
upload/download of documents feature and real-time Loan Status directly from Relay™ our Loan
Origination System. It is saving us all a lot of time and allowing us to easily accept, service and process a
lot more applications.”

About CRMnow and Mortgage iQ:

Mortgage iQ is the only true CRM system built specifically for the mortgage industry. Mortgage iQ
streamlines lead management, provides strong sales force and marketing automation including credit
analysis, loan scenario and debt consolidation analysis, loan application and Good Faith Estimate input. It
then completes the workflow with loan pipeline tracking and automated condition triggers as well as
integration with back-end lending systems such as Calyx® Point®, Relay™ from Blueberry Systems™

Page 1/3
PR.com Press Release Distribution Terms of Use
and Del Mar Data Trac®.

CRMnow is a leading provider of CRM application software and consulting services, enabling its clients
to sell, market and service customers across all business roles and processes. CRMnow is a top Business
Partner for SalesLogix (its CRM engine of choice) and has over 20 years combined experience in
providing CRM technology along with equal years experience in mortgage. Note to Editors: CRMnow,
Portal iQ and Mortgage iQ are trademarks of King Technology Group, LLC. All other product and
company names mentioned are the property of their respective owners and are mentioned for
identification purposes only. For more information about Portal iQ and Mortgage iQ, please visit
www.crmnow.com

Contacts:

For CRMnow
Aliso Viejo, Ca 92656
Contact: Karyn King
(949) 330-8080
Kking@crmnow.com

For Cherry Creek

Greenwood Village, CO 80111
www.CherryCreekMortgage.com
Contact: Gary Windfield
(303)226-8834
gwindfield@ccmclending.com

###

Page 2/3
PR.com Press Release Distribution Terms of Use
Contact Information:
CRMnow
Karyn King
866 757-1130
kking@crmnow.com
www.crmnow.com

Online Version of Press Release:

You can read the online version of this press release at: http://www.pr.com/press-release/258646

Page 3/3
PR.com Press Release Distribution Terms of Use