Subscription Pricing
for Scarlett CRM –
Effective September 1st
FAQ’s
- CRM Automation for Deals and Leads
- Leads & Opportunities Module
- Dynamic and Group Pipelines (Static Pipelines will remain free)
- Advanced Filtering & Reporting Capabilities (Deal Filters will remain free)
- Scarlett Genius (Lender Product, Policy, Guideline & Resource Database)
- Communications Tab
- Prefilled App / Request Review
Nothing. You can continue to use Scarlett Mortgage as an origination platform and enjoy the use of:
- Origination Services (Lender Submission)
- Online Client Application
- Auto-Docs (Secure Client Document Collection)
- Document & Forms (Form Creation & Storage)
- Scarlett Genius (In-deal Lender/Product Recommendation)
- More…
Leading up to September 1st, you will have the opportunity to provide your credit card information so we can set you up for monthly billing.
Just let us know, and we can cancel your subscription for the start of the following month.
You don’t need to do anything… access to your Scarlett CRM will automatically be turned off on August 1st.
No… we have several customers today who use Scarlett solely for managing their mortgage transactions and utilize an external CRM platform.
Yes, we’ve always allowed customers to use external CRM’s via Zapier or API connection.