Insellerate, a provider of customer relationship management (CRM) and marketing automation solutions to the mortgage lender and real estate industries, has landed a strategic investment led by Argentum with participation from First Analysis. The new capital will be used to expand product development, sales and marketing, and customer success initiatives and to meet increasing demand for its Enterprise Customer Experience Platform.
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OptifiNow, a provider of custom CRM solutions for the mortgage lending industry, completed a successful deployment with NextUs Lending, an Irvine-based, non-QM lender focused on their growing wholesale platform. OptifiNow’s unique features designed for wholesale lenders enabled NextUs to utilize features that quickly launched their marketing and sales management processes.
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OptifiNow, a provider of custom CRM platforms for mortgage lenders, announced the successful deployment of a CRM solution for Sprout Mortgage’s wholesale and correspondent business channels. The deployment of the heavily customized OptifiNow instance met an extremely compressed schedule, allowing Sprout Mortgage to minimize disruption to its sales and marketing process during a period of rapid growth.
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Changes in the market are becoming undeniable. Just yesterday, Fannie Mae’s Economic and Strategic Research Group pulled back significantly on its purchase forecast for Q3 and Q4, citing inflation risk and a historic housing shortage that’s been exacerbated by building supply chain disruptions. While the news isn’t all bad — Fannie Mae actually revised its refinance forecast upward — mortgage lenders everywhere are saddling up for what’s sure to be a fiercely competitive second half of the year.
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Tech-savvy borrowers have arrived. They are looking for a personalized experience that offers the ability to engage with companies across multiple channels. Today’s borrower expects the mortgage experience to be timely, customized, and digital. They check reviews prior to shopping and communicating with several lenders at once. Borrower expectations have changed
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Usherpa, developer of enterprise CRM technology for the real estate and mortgage industry, has added a new form of UsherpAlert specifically designed to provide leads to Loan Officers. The new Opportunity Alerts are derived with an algorithm developed by applying business analytics to 6 million mortgage loans closed over a 30-year period. The company’s Smart CRM mines the lender’s database and then returns the best contacts and opportunities with the highest likelihood of generating a new loan. Like all UsherpAlerts, all of the information required to make the call is provided onscreen for the LO.
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Top of Mind Networks (Top of Mind), a provider of customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has launched Surefire Creative, an online library of award-winning marketing collateral designed to supplement mortgage lenders’ prospect, client and partner marketing programs.
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OptifiNow, a provider of CRM and marketing automation software, has integrated to the ICE Mortgage Technology platform that focuses on wholesale lenders and third party originators (TPO). OptifiNow utilized the Encompass API to integrate with TPO Connect and provide lenders with an efficient method to synchronize the TPO Connect and Encompass loan data with their CRM platform.
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Top of Mind Networks (Top of Mind), a provider of customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has launched the Surefire CRM Retention Center to help loan originators (LOs) foster loyalty among their clients.
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