The All-In-One Growth

Platform for MAIT

Essential Tools for Your Business

Customer Communication & Management

🎙️ AI Voice Agent

Your 24/7 Virtual Receptionist — Always On, Always Professional

  • Answers inbound calls instantly with a natural, human-like voice

  • Collects caller name, reason for calling, and contact details

  • Books appointments in your calendar on the spot

  • Routes calls that require personal attention to the right team member

  • Call transcripts and recordings saved to the conversation log

  • Never miss a lead — even after hours, on weekends, or during lunch

📇 Contact & Lead Management

Every Contact. Every Detail. One Seamless System.

  • 400+ custom fields auto-synced from your LOS (like Arive)

  • Smart contact profiles track borrowers, partners, and prospects

  • Instantly see lead type, referral source, pipeline stage & value

  • Auto-cleaning: removes empty contacts after 3 days

  • Built-in filters by language, religion, profession & more

  • Trigger automations based on tags, status, or field updates

🗓️ Calendars & Events

Your Time, Mastered — One Calendar to Rule Them All

  • Unlimited calendars for different purposes (meetings, Zooms, open houses, etc.)

  • Smart availability settings with buffer times, limits, and location choices

  • Booking BOT integrates directly to book into your chosen calendar

  • Combine all calendars into one master view for a clear daily plan

  • Syncs with Google & Outlook; supports Zoom, Meet, and Teams links

  • Triggers reminders, confirmation emails & follow-ups automatically

Business Automation

📅 Email Marketing and Follow Up

Stay Top of Mind — Without Lifting a Finger

  • 500+ prewritten emails for every scenario — lead gen, loan process, holidays & more

  • Automatically triggered by pipeline stage, tags, or custom fields

  • Fully bilingual: English & Spanish messages based on language preference

  • Personalization with merge fields (names, property, agent info, etc.)

  • Includes birthday/anniversary drips, holiday campaigns & long-term nurture

  • All emails logged in the contact’s communication timeline

🔄 Inbound and Outbound Calls

Every Call Counts — Track, Record, and Automate With Ease

  • Fully built-in phone system — no need for third-party apps like RingCentral

  • Make and receive calls directly inside MAIT from desktop or mobile

  • Every call is logged, recorded, and linked to the contact profile

  • A2P 10DLC-compliant number registration included (keeps you legal!)

  • Smart call outcomes trigger follow-up tasks, texts, or emails

  • Easily port your number or get a new one (or several) for different markets

🌙 Opportunities & Pipelines

From Cold Lead to Closed Loan — Track It All Visually

  • 6 finely tuned pipelines with customizable stages (Lead → Funded)

  • Visual drag-and-drop interface keeps deals moving forward

  • Auto-calculates value based on loan amount & your comp split

  • Trigger automations at each stage: updates, reminders, tasks & more

  • Filter by loan type, referral source, stage, or urgency

  • Helps you spot bottlenecks and prioritize hottest opportunities

Growth Tools

💡 Reputation Manager

Get More 5-Star Reviews — Without Asking Twice

  • Automates review requests after key milestones (e.g. clear-to-close, funded)

  • Centralized place to store all your review platform links (Google, Zillow, etc.)

  • AI-generated review suggestions your clients can copy & paste

  • Tracks which clients have already left reviews — no duplicates

  • Boosts local SEO, social proof, and trust with every review

  • Works seamlessly with text, email, and even social channels

🚀 Funnel Landing and Web Pages

Launch Stunning Sites & Funnels — Without a Tech Team

  • Build unlimited websites, landing pages & funnels — all hosted in MAIT

  • Choose from dozens of proven, high-converting templates

  • Customize colors, logos, content & branding in minutes

  • Built-in forms, surveys & AI chat widgets to capture leads

  • Attach your custom domain + auto SSL security

  • Track performance with real-time analytics and lead tracking

📱 Social Media Scheduler

Consistent Posting, Zero Stress — Let MAIT Handle It

  • Schedule posts across Facebook, Instagram, LinkedIn & Google My Business

  • Massive library of prewritten, predesigned posts — just plug & play

  • Use your own custom content or mix with MAIT’s proven templates

  • AI responds to comments and reviews to boost engagement

  • Auto-post to MAIT Communities & Groups too

  • Stay consistent, stay visible — without logging in 5 different platforms

Education & Engagement

💡 Unified Inbox

Every Message. One Place. Total Clarity.

  • All conversations from SMS, Email, Phone, WhatsApp, Facebook, IG, & Web Chat

  • Linked directly to each contact — never lose track of a conversation

  • Filter by channel, tag, or team member for easy navigation

  • Instantly respond from desktop or mobile

  • AI Assist helps draft smart replies and book appointments

  • Say goodbye to app-hopping and scattered communications

We’re here to help

Ask about our plans, pricing, implementations, or anything else. Our knowledgeable reps are ready to help.

Solutions

Streamline Sales

Generate More Leads

Build Your Brand

Impress Existing Customers

AutomButtonate Tasks

Features

Social Media Management

Website Chat Widget

Forms & Surveys

Online Appointment Booking

Membership & Course Builder
Automated Nurture Sequence
Email & SMS Marketing
Phone System & Autodialer

All In One Inbox
Automate Tasks
CRM & Sales Pipeline
Invoicing & Payments
Review & Reputation Management
Reporting & Analytics

© Copyright MAIT CRM LLC 2025