Give it a month and then decide.
‘It’ is Coconut, a web-based application designed by mortgage brokers, for mortgage brokers.
Manage your clients and business, from single brokers to brokerage firms. Coconut is continually evolving to become a better management tool. Backed by eleven years of software development experience and a rapid development environment based on Ruby on Rails. What does this mean? It means that Coconut can adapt to your needs more quickly than traditional software.
Coconut is web-based software, which means you can access it using your web browser from any computer with an internet connection 24 hours a day, 7 days a week. No software to download, no obligations and no contracts to sign. Cancel at any time.
Need Convincing?
Improve customer relationships
Customer relationships are your most valuable assets. In the battle to gain new customers, it is easy to overlook the value existing customer relationships. Let Coconut help you attain this with automatic reminders and newsletters.
Know your business
Planning and forecasting are the cornerstones of every business (big or small). Do you know how much business your did last year or how much business you sent to your favorite real estate agent? Coconut promotes this type of information using reports and detailed deal data.
Features
Reports
Collect, organize, present and plan.Want to know how much money you or one of your brokers has closed in the first quarter or how much money you sent to certain lender in the last month? Well it is all in one place and exportable to excel. Coconut helps you collect information, organize it, and present it in a logical and concise form.
Referrals and Lenders
Keep tabs on your business network.Business networking is a cost-effective method of generating new business. Keep track of who is sending you business and who you are referring your clients too. When you associate referrals and lenders to your deals and clients, you are tracking important information about your business network.
Reminders
Let Coconut remember for you.Reminders help you keep on top of your mortgages and clients by displaying a weekly view of your reminders on the dashboard. For example: Allow coconut to remind you when a client has only 30 days left before their pre-approval expires or 120 days before their existing mortgage maturity.
Filogix Expert Integration
Save time on data input.Coconut also allows you to import your Filogix applicants into Coconut as clients. This is a big time saver, especially if you have your clients using the online mortgage applications provided by Filogix.
Referral Appreciation Program
Earn recurring commission on Coconut referralsSign up and start referring Coconut to your friends and colleagues. If they sign up using your referral code, then you earn 20% of their monthly payment as a commission. You can read more about this earning potential if you sign up for a Coconut account.
Subscription price
Coconut is a subscription based service at a rate of $50/month. Your monthly payments are deducted automatically from your Paypal account or Credit Card (via Paypal). Once you sign up for your Coconut account you can use it free for 1 month with no obligations and no contracts to sign.
The subscription price allows you to add as many brokers as you need - within reason. The largest Coconut account currently has 11 brokers and they still only pay $50 per month.
Testimonials
I haven't checked Coconut in a week, but I am glad I did. I have $400,000 renewal coming up next week. Go Coconut!Jason Corrigan, LendingHand
... really looking forward to get going and getting my database all organized..all thanks to COCONUT!Jacqueline Richards, Real Mortgage Associates
