LucidTrac ERP - A New Era in Mortgage Company Operations
The mortgage industry has been through a lot of changes in recent years. New regulations, tighter lending standards, and the rise of online mortgage companies have all combined to make getting a loan a much different experience than it was even a decade ago. In the midst of all these changes, one company is leading the way in providing cutting-edge technology to help mortgage companies streamline their operations and close more loans. That company is LucidTrac, and their flagship product is the LucidTrac ERP (Enterprise Resource Planning) system.
The LucidTrac ERP system is designed to help mortgage companies leverage the suite of tools to get loans closed. From digital document signing, multiple communications channels like SMS, Voice & Email. Track the loan via your customizable pipeline and never miss out on who is doing what tasks with built in task management. Bring your Agents / Sellers & buyers together under one platform makes for faster issue resolutions. All of these features are designed to help simplify and streamline the loan process so that you can close more loans in less time.
In addition, the LucidTrac system is highly customizable and can be tailored to fit the specific needs of your mortgage company. Whether you're a small operation with just a few employees or a large national firm with hundreds of employees, the LucidTrac system can be scaled to meet your needs. And because it's cloud-based, you can access it from anywhere at any time - perfect for busy loan officers who are always on the go.
If you're looking for a new ERP system for your mortgage company, look no further than LucidTrac. Their cutting-edge technology will help you streamline your operations and close more loans in less time. And because it's highly customizable and cloud-based, it's perfect for companies of all sizes. So check out LucidTrac today and see how they can help your business grow!
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As any organization grows, it is important to take a step back and assess how things are running. Are we on strategy? Is our process flow efficient? Do we have the right people in the right roles? Do we need to make any changes in order to continue scaling effectively? These are all important questions to ask oneself in order to course correct where necessary. By asking these tough questions, we can make sure that we are always moving forward and improving as an organization. Additionally, it allows us to identify any potential roadblocks before they become actual problems. So if you're feeling stuck, ask yourself these questions and see where you can make some improvements.
- What are some of the ways you've automated your business?
- How have you been able to reduce the amount of time you spend on administrative tasks?
- What tools do you use to manage your workflow?
- What systems have you put in place to ensure that your work is done efficiently and accurately?
- How do you handle errors or unexpected problems in your workflow?
#LucidTrac is always here to answer any questions you may have. We have a strategy and process flow for every situation. Our goal is to provide the best possible service for our clients. We are here to help you every step of the way. If you have any questions, please don't hesitate to contact us. Thank you for choosing #LucidTrac!
Read our Blog Post:
Scaling Your Business: Strategies for Maximizing Efficiency and Effectiveness
Compare LucidTrac to other online platforms
To help you get a better understanding of your needs by comparing LucidTrac to other online ERP / SaaS platforms.
LucidTrac offers a comprehensive solution to streamline all of your business operations.
With its fully customizable features, LucidTrac allows you to tailor the platform to meet the specific needs of your business.

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Zoho CRM

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Freshdesk CRM

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Salesforce CRM

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SherpaDesk CRM
Comparing Feature | LucidTrac | Zoho CRM | Zendesk CRM | Freshdesk CRM | Salesforce CRM | Monday CRM | HubSpot CRM | Keap CRM | Sugar CRM | SherpaDesk CRM |
Price | $300 Unlimited Users | $49 Avg/Per User | $149 Avg/Per User | $109 Avg/Per User | $125 Avg/Per User | $99 Avg/Per User | $99 Avg/Per User | $49 Avg/Per User | $45 Avg/Per User | $49 Avg/Per User |
Free Trial | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Support 24/7 | Yes | Yes | No | No | No | No | No | No | No | No |
Developer API | Yes | Yes | No | Yes | No | No | No | No | No | Yes |
Dashboards | Yes | Yes | No | Yes | No | Yes | No | No | Yes | No |
To-Dos | Yes | Yes | No | Yes | No | Yes | No | No | Yes | Yes |
Products & Assets | Yes | Yes | No | Yes | No | Yes | No | No | Yes | Yes |
User Roles | Yes | Yes | No | Yes | No | Yes | No | No | Yes | No |
2FA (Two-Factor Authentication) | Yes | Yes | No | Yes | No | Yes | No | No | Yes | No |
Multi Method Importing | Yes | Yes | No | No | No | Yes | No | No | No | No |
Documents & Templates | Yes | No | No | No | No | No | No | No | No | No |
iOS/Android Apps | Yes | Yes | No | No | No | No | No | No | No | Yes |
Statistics & Reporting | Yes | Yes | No | Yes | No | No | No | No | No | Yes |
Storage | 500G Base Node | 1G | 1G | 1G | 1G | 1G | 1G | 1G | 1G | - |
Monthly Payments | Yes | Yes | No | Yes | No | No | No | No | No | Yes |
Campaigns | Yes | Yes | No | Yes | No | No | No | No | No | No |
Exporting Services | Yes | Yes | Yes | Yes | No | No | Yes | No | Yes | No |
Emailing | Yes | Yes | No | Yes | No | No | No | No | No | No |
SMS Inbound/Outbound | Yes | Yes | No | Yes | No | No | No | No | No | No |
Voice Calling Inbound/Outbound | Yes | Yes | No | Yes | No | No | No | No | No | No |
IVR Services | Yes | Yes | No | Yes | No | No | No | No | No | No |
Google Calendar/Authentication | Yes | Yes | No | Yes | No | No | No | No | No | No |
Service Tickets / Time Tracking | Yes | Yes | No | Yes | No | No | No | No | No | Yes |
Email to Service Ticket Services | Yes | Yes | yes | Yes | No | No | No | No | No | Yes |
Time Clock / Payroll Exporting | Yes | No | No | No | No | No | No | No | No | No |
Networking / IP & Host Management | Yes | No | No | No | No | No | No | No | No | No |
Web Forms / Landing Pages | Yes | Yes | No | Yes | No | No | Yes | No | No | No |
Invoice/Payment Collections Tools | Yes | No | No | No | No | No | No | No | No | No |
Customized Programming | Yes | No | No | No | No | No | No | No | No | No |

Mr. Kevin Johnson
BlueSpruce Consulting Services, LLC.

Mr. Craig Stonaha
CEO Laughing Rock Technologies, LLC.
John Adams
President/CEO - RDI

Dennis Canlas
USCR
Brian Gomez
Gomez Check Cashing

Mr. Michael Graziano
Prime Time Mortgage Corp.

Mr. Nicholas Tannous
NWT Enterprises Ltd - San Juan, Trinidad and Tobago

Mrs. Cynthia Garrett
Berks ENT - Reading PA