Engagement Platform

  • Leverage Pre - Built Content
  • Multi - channel Marketing, text, social media, email, Direct mail, phone and ringless voicemail
  • Actively Engage Current and Past Prospects
  • Build Customers for Life

Engagement

  • Built to work with your LOS (bi-directional integration w/ Ellie Mae, Byte, and Calyx)
  • Pre-built engagement pathways (marketing campaigns) using best practices to drive more business
  • Automate intelligent engagement with your prospects, borrowers, past clients, and realtors/referral partners through multi channel communication

Customer Relationship Management

  • Intelligently distribute and manage leads
  • Lead and workflow prioritization
  • Mortgage centric sales, marketing and realtor reports.
  • In app voice and text communication

Communicate better with your borrows and realtors.

  • Real time automated communications
  • Contact Strategy Management and automation.
  • Easy to use tools

Build better relationships with your realtors/Referral Partners

  • Automated loan status updates, through text and emails.
  • Report on what Realtor/Referral partners are sending you business.
  • Automate branded marketing and Co-marketing

Make better decisions with reporting

  • Report on campaigns and marketing channels to see what is working
  • Report on loan officer performance, activity and pipeline
  • Report on Realtor and Referral partner activity to see who is giving you business

Built to Work with Your Technology

APIs and tools that allow easy integration, leverage already built integrations.
LOS
Lead Providers
lending tree zillow
And More...
Telephony
ytel ring central in contact pure cloud
And More...
Data Monitoring
sales boomerang monitor base data mix
POS
besmartee docit
Others
salesforce total expert volly zapier
Real Estate
home bot home capital
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