Do you integrate with the other software that CANDID replaces?
Yes, CANDID is designed to integrate seamlessly with a variety of other tools and software commonly used in the mortgage industry. This includes CRM systems, email marketing tools, and more, allowing you to create a cohesive and efficient workflow.
Do you have pre-built campaigns and automation?
Yes, CANDID provides a fully preconfigured marketing and sales ecosystem, complete with a white-glove onboarding experience. Our industry-leading support and development services help clients make CANDID their own.
Do you integrate with my LOS (Loan Origination Systems)?
Yes, CANDID features industry-leading integrations with various Loan Origination Systems (LOS). Notable integrations include Encompass, LendingPad, ARIVE, and Nano. These integrations allow for seamless data flow and enhance your ability to manage loans efficiently within our platform.
Does the platform include SMS and email?
CANDID supports SMS and email functionalities, enabling you to communicate effectively with your clients. Our bi-directional SMS feature supports video SMS, templates, GIFs, emoji capability, and automations, ensuring timely follow-ups and consistent engagement.
Can I use my own phone number?
CANDID recommends that users establish dedicated business lines to ensure autonomy and scalability. While not all hosts or carriers allow phone number porting, CANDID can port many cloud-based or virtual phone numbers, such as those from Twilio, for use within our ecosystem. Mobile providers typically do not permit phone number porting.
Is CANDID compliant with A2P 10DLC?
Yes, CANDID is fully compliant with A2P 10DLC (Application-to-Person 10-Digit Long Code) messaging standards. Our SMS capabilities leverage this technology to ensure reliable and secure communication with your clients. A2P 10DLC offers several benefits, including improved engagement rates due to local number recognition, support for high-volume messaging, adherence to carrier regulations to reduce spam, and advanced features like better throughput and delivery insights.
Is there a limit on the number of texts and emails sent?
CANDID does not limit the number of SMS messages or emails you can send. However, carriers may impose their own restrictions on the volume of SMS messages to ensure compliance with industry standards and regulations.
For emails, ensuring deliverability is crucial. To maximize email deliverability, it is essential to maintain low bounce rates and minimize spam complaints.
Is there customizable white-label branding for individuals or teams?
Yes, CANDID provides the industry’s only robust, dynamic brand experience across the entire ecosystem. This ensures that your referral partners and clients enjoy an immersive, unique branded experience, enhancing brand recognition and maximizing referral opportunities. CANDID’s customizable white-label branding options for both individuals and teams allow you to maintain your brand identity while effectively managing your sales and marketing efforts.
What is CANDID?
CANDID is a sales and marketing ecosystem built for the modern loan originator. Our vision is to eliminate today’s antiquated tech stack and unreliable integrations, consolidating them into one ecosystem. With modern tools and enhanced experiences, CANDID meets the demands of today’s homebuyer leveraging a single data source to create a more seamless and personal homebuying experience.
Does this replace my CRM or application?
Yes and more. CANDID not only replaces your existing CRM and application but also provides additional tools and features to enhance your workflow, improve client engagement, and boost your sales and marketing efforts.
Have more questions? Email: info@candid.inc
