Manage referrals, deals, rebates, and approvals in one secure CRM.
iMort gives mortgage teams a controlled workspace for lead intake, sales pipeline tracking, credit note matching, rebate approval, payment records, and audit visibility.
Live operations snapshot
Pipeline deals
248
Pending approvals
18
Credit notes
96
Approved payable
HK$3.8M
Platform
Built for controlled mortgage referral operations
A polished operating layer for sales, finance, approvers, marketing, and administrators.
Lead to sales handoff
Capture mortgage enquiries and move qualified referrals into the sales pipeline with clear ownership.
Pipeline visibility
Track every deal stage, bank application, drawdown status, and performance metric from one dashboard.
Credit note workflow
Upload and reconcile credit notes against cases so finance teams can confirm referral fee records.
Bank controls
Administrators manage available bank options centrally for cleaner, consistent deal records.
Approval routing
Review rebate requests before payout with transparent approval and rejection history.
Secure portal access
Public visitors see this landing page, while operational data stays behind authenticated login.
Ready to access your portal?
Login securely to manage live CRM records, financial workflows, approvals, and audit activity.