Tag Archives: Mortgage CRM

MMI Strengthens Unified Mortgage Tech Solution with Major Q2 Enhancements

SALT LAKE CITY, Utah, July 10, 2025 (SEND2PRESS NEWSWIRE) — Mobility Market Intelligence (MMI), the industry’s sole provider of a unified mortgage technology solution, today announced a series of major platform enhancements and strategic product upgrades delivered in Q2 2025. These developments reinforce MMI’s leadership as the only cohesive system delivering market intelligence, predictive borrower alerts, conversation-driven CRM, and a homeowner engagement platform in one high-impact solution.

Image caption: The MMI Unified Mortgage Technology Solution.

RAISING THE BAR AGAIN: MMI’S MOST ACCURATE, MOST COMPLETE MORTGAGE DATA YET

MMI’s Data Just Got More Precise—with Broader Coverage Than Ever

Real estate listing coverage expanded from 90% to 98.5% of U.S. population by county
In harder-to-reach markets, listing coverage has tripled, and overall we’ve seen a 50% increase in listing volume.
Connecting mortgage data to real estate data has improved by 35%, giving us a clearer picture of LO–agent relationships.
MMI now refreshes data in near real-time––so when a loan officer switches companies, you’ll know almost instantly.

Reimagined User Experience for Greater Efficiency

A completely redesigned interface with smarter search, personalized workspaces, streamlined navigation, and new leaderboards
Updated design aligns with user intent and helps identify growth opportunities and showcase LO performance

API & Integration Advancements

Expanded API functionality for seamless enterprise integrations across CRM, advertising, and compliance ecosystems

PRODUCT ENHANCEMENTS ACROSS THE ECOSYSTEM

MonitorBase

New borrower alerts including MI removal, listing activity, and retention risks
Credit-based audience tools now available on demand

Bonzo

New integrations with Sonar and nCino
“Starters” experience launched for rapid onboarding
System-wide scalability and compliance upgrades
AI upgrades and expansion across platform communication and functionality

Pathways Home

Automated equity alerts and smarter property insights
Enhanced admin tools, invite automation, bulk upload options and support for federally licensed entities

CUSTOMER EXPERIENCE: ACTIVATION, ADOPTION, AND ADVOCACY

MMI’s Customer Success team delivered additional value through enhanced Quarterly Business Reviews, custom training and product feedback loops, while the Marketing team expanded customer engagement via new case studies, a new email newsletter and a presence at events like TMBA, Great River––with an exclusive private event at The Garden of the Gods Resort in June. Finally, recent industry honors include:

Melissa Sike, VP of Enterprise Sales, named a 2025 Mortgage Star
Kortney Lane-Schafers, VP of Growth & Client Advocacy, named one of 2025’s Most Powerful Women in Fintech

MMI continues to grow its market presence by delivering high-impact, bundled solutions that drive real customer value. By replacing fragmented, costly, and underused tools with a unified solution, MMI empowers lenders to simplify their tech stack, maximize ROI, and deliver better experiences across the entire borrower lifecycle.

“Everything we rolled out in Q2 comes back to one thing—our customers,” said Ben Teerlink, Founder and CEO of MMI. “We’re listening to what lenders actually need: better data, faster insights, and tools that connect them more meaningfully with borrowers. By bringing all of that together in one solution, we’re making it easier for our clients to compete, grow, and build lifelong relationships with their clients.”

About MMI

Founded in 2008, Mobility Market Intelligence (MMI) is the industry’s only fully unified mortgage technology solution. Combining robust market data, borrower insights, conversation-driven CRM, and homeowner engagement tools through MMI, MonitorBase, Bonzo, and the upcoming Pathways Home, MMI empowers lenders to identify opportunities, engage referral partners, and stay connected across the full customer lifecycle. Learn more at https://mmi.io/ or contact sales@mmi.io.

IMAGE link for media: https://mmi-prod.imgix.net/wp-content/uploads/2025/06/v2-all-navy-middle_mmi_4brand_1370x960.png

Image caption: The MMI Unified Mortgage Technology Solution.

NEWS SOURCE: Mobility Market Intelligence

This press release was issued on behalf of the news source (Mobility Market Intelligence), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/mmi-strengthens-unified-mortgage-tech-solution-with-major-q2-enhancements/

Accountable CRM Launches First Activity-Based Platform for Mortgage Teams

AUSTIN, Texas /ScoopCloud/ -- 90-Day Sales Manager proudly launches the first activity-based CRM with built-in coaching and accountability for mortgage teams at credit unions and community banks. The 3-in-1 platform provides mortgage departments an affordable solution to help loan officers stay productive during challenging times.

"Accountable CRM was born out of necessity," says Dr. Bruce Lund, Founder and CEO. "We initially sought to integrate our accountability software into existing CRMs for our credit union clients. However, we quickly discovered that many mortgage departments either lacked a dedicated mortgage CRM or rely on organizational CRMs that don't meet the needs of their mortgage departments. Accountable can plug into existing CRMs or serve as a standalone mortgage-specific CRM."

The core focus at Accountable CRM is centered around improving productivity by placing loan officers back at the heart of their CRM through daily activities and goal-setting. The platform has already achieved a 90% adoption rate-significantly outpacing the industry average of less than 20%. Sales managers are particularly drawn to the platform's activity tracking capabilities, which provide measurable results.

Mortgage-Specific CRM Features

Once the accountability tools were established, the next critical step was to develop mortgage-specific features and integrations. To lead this initiative, Dr. Lund brought on board Maggie Mae, a former Director of Product at a leading mortgage CRM, renowned for her expertise in CRM development and her deep understanding of the mortgage industry.

"Maggie's impressive track record in CRM development and her comprehensive understanding of mortgage processes made this platform the perfect playground for her expertise," says Dr. Lund. "With her insights, we've built a platform that not only fulfills all the expectations of a mortgage CRM but also integrates our unique accountability software to truly set us apart."

Accountable CRM includes a host of essential functionalities such as seamless Loan Origination System (LOS) integrations, automated email marketing, and a comprehensive mortgage marketing suite with hundreds of templates. The marketing suite offers one-click access to company-branded flyers, postcards, social posts, and more-all approved and managed by the marketing department. Additionally, the platform's mobile app ensures loan officers remain productive, whether in the office or on the go.

"Accountable CRM's emphasis on activity tracking and its commitment to supporting loan officers resonated deeply with me," adds Maggie Mae, Chief of Product. "The software is built on new technology which allows for continuous innovation and seamless integration with industry standards, making this software truly unique in the mortgage CRM space."

A Preferred Solution for Managers and Loan Officers

What truly distinguishes Accountable CRM from traditional CRMs is its focus on the daily activities of loan officers. While many CRMs prioritize internal marketing efforts, Accountable bridges the gap by collaborating closely with marketing teams to ensure that loan officers have the tools and support needed to succeed. This approach boosts productivity but also aligns sales and marketing efforts to drive better outcomes for the entire organization.

Setup your demo by emailing info@90daysales.com or visit https://www.accountablecrm.com/.

90-Day Sales Manager proudly launches the first activity-based CRM with built-in coaching and accountability for mortgage teams at credit unions and community banks. The 3-in-1 platform provides mortgage departments an affordable solution to help loan officers stay productive during challenging times.

Related link: https://90daysales.com/

Dark Matter and Total Expert partner to boost lender revenue through best-in-class mortgage automation and customer engagement

JACKSONVILLE, Fla. /ScoopCloud/ -- Dark Matter Technologies (Dark Matter) today announced a new strategic partnership with Total Expert, the customer engagement platform purpose-built for modern financial institutions. A forthcoming bi-directional integration between Total Expert and the Empower® loan origination system (LOS) from Dark Matter will empower mortgage lenders to generate more leads, improve sales productivity and close more loans by intelligently automating and personalizing the homebuyer journey.

"This highly anticipated collaboration will allow mortgage lenders to harness the combined efficiency of Total Expert and the Empower LOS, both linchpins of the mortgage tech stack and category leaders in intelligent automation, for the first time," said Dark Matter CEO Rich Gagliano. "We expect this integration to deliver huge business value for mortgage lenders at a time when greater efficiency and a straight-line path to revenue growth are paramount."

Total Expert's all-in-one customer engagement platform is trusted by over 200 financial enterprises. Its comprehensive suite integrates data, marketing, sales and compliance solutions to optimize the perfect customer journey through every financial milestone. By translating customer insights into actionable strategies, Total Expert cultivates loyalty and drives growth for modern banks, lenders, credit unions and insurance firms. Customers of Total Expert experience a 20 percent revenue increase in their first year and experience loan retention rates over 60 percent, more than triple the mortgage industry standard of 18 percent.

"Lenders who chose the Empower LOS for its ability to optimize the origination process through automation are going to love modernizing their customer engagement with Total Expert," said Total Expert Founder and CEO Joe Welu. "We can't wait to help Dark Matter customers put their best foot forward in a competitive market and strengthen customer relationships for long-term success."

The all-in-one functionality of the Empower Loan Origination System (LOS) provides lenders with lights-out automation, unrivaled efficiency and exceptional borrower and user experiences for a new era of mortgage lending. For more information, visit https://dmatter.com/empower-los.

About Dark Matter Technologies:

Operating with the nimble nature of a startup and the disciplined maturity of one of the industry's leading providers, Dark Matter Technologies delivers cutting-edge technology, unparalleled automation and relentless innovation to leading mortgage lenders and companies nationwide. For more information, visit https://www.dmatter.com.

About Total Expert:

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone-in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange. To learn more, visit www.totalexpert.com.

Dark Matter Technologies (Dark Matter) today announced a new strategic partnership with Total Expert, the customer engagement platform purpose-built for modern financial institutions. A forthcoming bi-directional integration between Total Expert and the Empower® loan origination system (LOS) from Dark Matter will empower mortgage lenders to generate more leads, improve sales productivity and close more loans by intelligently automating and personalizing the homebuyer journey.

Related link: https://www.dmatter.com

MMI Announces Strategic Acquisition of Bonzo Mortgage / Real Estate CRM Platform

SALT LAKE CITY, Utah /ScoopCloud/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced its acquisition of relationship management and mortgage marketing platform provider Bonzo. The Bonzo leadership team, including founder and president Jason Perkins, founder and COO/CRO Miles Miller, and CEO Chad Jampedro, will continue to guide the company as it operates as an independent service. However, current and future MMI and Bonzo customers will soon begin to benefit from a growing list of the two technology platforms' integrated services and features.

"MMI's acquisition of Bonzo is the next logical step in the path we've been pursuing for the past year or more, which is to deliver cost-efficient, best-in-breed solutions to the mortgage industry in a consolidated, easy-to-use, integrated environment," said MMI founder and CEO Ben Teerlink. "Built around how consumers want to communicate today, Bonzo is a breath of fresh air in what can often feel like a stale mortgage technology landscape, and we see tremendous potential in the potent combination of MMI's industry-leading data and Bonzo's new-generation marketing and technology."

Founded by former mortgage professionals keenly aware of industry pain points, Bonzo is a reimagined CRM platform for modern mortgage advisors and real estate agents. The platform combines all the tools necessary to acquire, convert and retain clients with a simple, easy-to-use interface that enables loan officers and agents to authentically and efficiently engage with clients and prospects. Key features include:

* Campaign Builder to conduct personal, customized outreach at scale;

* Messaging that supports voice, video and text, including GIFs and emojis;

* Ad Builder for Google and Facebook ad creation; and

* Pipeline dashboard to organize the sales process.

"From top to bottom, the entire Bonzo team is ecstatic about the sky-high potential we see on the horizon with MMI," said Perkins. "When you combine MMI's unrivaled LO, agent and transaction data with Bonzo's superior marketing CRM experience, we're going to have lots of happy and efficient customers."

About Bonzo

Bonzo has reimagined the CRM to make selling fun again so advisors and agents can focus on what matters most. With Bonzo, advisors and agents can attract, convert and retain clients on autopilot, enabling them to earn more without working more. More than 2,000 clients have leveraged Bonzo to have more conversations without wasting time on people who aren't ready to talk, engage with people in a way that feels real and approachable without all the legwork, and build lasting relationships that go beyond one deal. To learn more, visit https://getbonzo.com.

About MMI

Mobility Market Intelligence (MMI) is a market leader in data intelligence and market insight tools for the mortgage and real estate industries. Headquartered in Salt Lake City, the company's signature product, MMI, provides actionable intelligence for lenders, real estate agents, real estate brokerages, title companies and others in the real estate industry. MMI is currently used by more than 450 enterprise customers, including 20 of the top 25 lenders in the country. To learn more, visit https://mmi.io or contact sales@mmi.io.

Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced its acquisition of relationship management and mortgage marketing platform provider Bonzo. The Bonzo leadership team, including founder and president Jason Perkins, founder and COO/CRO Miles Miller, and CEO Chad Jampedro, will continue to guide the company as it operates as an independent service.

Related link: https://mmi.io

Mortgage Coach integrates with Insellerate to help lenders increase lead conversion with wealth-building mortgage advice

OWINGS MILLS, Md. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that the Mortgage Coach platform will be integrated with Insellerate, a leading customer experience platform. The integration streamlines the sales process by enabling loan officers (LOs) to generate and customize Total Cost Analysis (TCA) loan presentations prefilled with contact data directly from the Insellerate customer relationship management (CRM) and lead management dashboard.

Insellerate is a modern CRM platform that optimizes mortgage sales and marketing performance with lead management and sales enablement tools, automated multi-channel marketing campaigns and sales insights. Mortgage Coach helps lenders earn homebuyers' business with educational presentations that compare mortgage strategies over time.

Integrated, the technologies equip LOs with the capabilities they need to efficiently contact leads and provide meaningful mortgage advice that earns their trust and loan commitment faster. Working through Insellerate's CRM or its lead management dashboard, which intelligently prioritizes and distributes leads, users can generate TCAs that have been prefilled with contact data and click a button to instantly connect with leads. Equipped with Mortgage Coach borrower intelligence and TCA presentations, LOs can create custom loan comparisons based on borrowers' unique financial and homeownership goals, enabling them to convert more leads to loans without ever leaving the Insellerate platform.

"Our partnership with Insellerate makes it easy and efficient for lenders to meaningfully connect with homebuyers by providing timely, relevant mortgage advice," said Sales Boomerang and Mortgage Coach Chief Lending Officer Joe Puthur. "This integration is able to benefit every managed contact automatically, which is especially powerful for both retail LOs in a market where they must proactively pursue borrower relationships and for consumer direct LOs who cultivate a large volume of relationships over the phone. Insellerate identifies the best lead opportunities and Mortgage Coach illustrates the impact of all loan scenarios, together helping lenders find and fund every loan opportunity."

"Partnering with Mortgage Coach will help our clients accelerate the sales and marketing process by providing LOs the technology they need to connect with and deliver value to home buyers," said Insellerate CEO Josh Friend. "We're proud to provide LOs this new benefit within our platform so lenders can ensure every lead receives personalized mortgage advice, without ever leaving the Insellerate platform."

About Sales Boomerang and Mortgage Coach:

Sales Boomerang and Mortgage Coach are trusted by more than 300 lenders, including brokers, independent mortgage companies, credit unions and banks to connect borrowers with the right loan at the right time.

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang helps lenders build lasting borrower relationships that maximize lifetime customer value. To learn more, visit https://www.salesboomerang.com.

Mortgage Coach is an award-winning platform that empowers mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower pull-through, repeat business and referrals. To learn more, visit https://www.mortgagecoach.com.

About Insellerate:

Insellerate helps loan officers close more loans with our award-winning modern CRM, Lead Management, and Engagement platform, which handles all your lending channels, retail, wholesale, TPO, Consumer Direct, and Reverse. Our advanced APIs allow seamless connectivity to your tech stack, and our native mobile application will enable loan officers to work on their files from anywhere. Powered with AgentConnect, we empower loan officers to engage more effectively with real estate agents and borrowers, resulting in higher lead conversion rates, lower origination costs, and more closed loans. For more information, visit https://insellerate.com/ or contact us at 855-973-1646.

Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that the Mortgage Coach platform will be integrated with Insellerate, a leading customer experience platform.

Related link: https://www.salesboomerang.com/

Sales Boomerang teams up with OptifiNow to offer lenders an integrated experience for mortgage customer engagement

BALTIMORE, Md. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to focus on nurturing borrower relationships and exceeding sales goals.

Sales Boomerang monitors mortgage lenders' customer and prospect databases to notify them exactly when a prospect or past customer is ready for a new loan. Sales Boomerang loan opportunity alerts may be triggered by market factors, like interest rate changes and home price appreciation, and consumer behaviors, such as listing a home for sale or improving one's credit score.

OptifiNow is a cloud-based sales and management software platform designed to meet the evolving needs of today's sales force. Optifinow's CRM is tightly integrated into its all-in-one platform of sales and marketing modules, giving users a simple end-to-end solution for managing all aspects of sales, marketing and business development.

Sales Boomerang's new integration with OptifiNow can be applied to any of the borrower intelligence platform's 11 unique loan opportunity alert offerings. When an opportunity alert is triggered by someone in a lender's database, that alert data is automatically ingested into OptifiNow. The CRM will then notify the loan originator (LO) associated with that customer and, depending on the user's specifications, automatically trigger personalized borrower outreach.

OptifiNow's CRM also generates a history of alerts for each prospect in a lender's CRM database. Synchronizing Sales Boomerang's real-time opportunity alerts with OptifiNow's CRM offers LOs a more nuanced understanding of a prospect's financial situation and enables lenders to build custom borrower data reports based on Sales Boomerang alert history.

"OptifiNow's intuitive, all-in-one CRM platform leverages Sales Boomerang's borrower intelligence to create a more streamlined lead generation experience," said Sales Boomerang Vice President of Product Mike Spotten. "Activating the integration between our systems will help our shared users harness the power of their database to ensure no borrower gets left behind at the closing table."

"We are thrilled to add Sales Boomerang to our ecosystem of best-in-class mortgage technology partners," said OptifiNow Vice President Sales Linn Cook. "The integration of OptifiNow and Sales Boomerang will drive greater borrower data integrity for our mutual lender clients, freeing them from the tedious process of manually gathering and tracking borrower information."

About Sales Boomerang:

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang is trusted by more than 150 lenders - including brokers, independent mortgage companies, credit unions and banks - to help build lasting borrower relationships that maximize lifetime customer value. To date, Sales Boomerang alerts have enabled lenders to close more than $150 billion in additional loan volume that would have otherwise been overlooked and achieve customer retention rates that outperform industry norms by an average of 3-5X. To learn more about Sales Boomerang and its No Borrower Left Behind(tm) ethos, visit https://www.salesboomerang.com.

About OptifiNow:

The OptifiNow platform combines CRM, Intelligent Sales Automation, Configurable Sales Processes, Sales Enablement, Reporting & Analytics and a robust API with integrations into a variety of complementary technologies. Many Lenders use different sales platforms for their Retail, Reverse, and Wholesale products lines, forcing them to maintain, train and support multiple technologies within their companies. OptifiNow offers a single platform that Lenders can offer to their Loan Officers, Account Executives & Call Center Agents, while Management can build their benchmark sales processes and gain critical insight on business performance to maximize revenues. More information can be found at https://www.optifinow.com/industries/mortgage.

@SalesBoomerang @OptifiNow #fintech #digitalmortgage #mortgageindustry #mortgagemarketing #noborrowerleftbehind

Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to focus on nurturing borrower relationships and exceeding sales goals.

Related link: https://www.salesboomerang.com/

Top of Mind Welcomes Former MonitorBase Chief Revenue Officer and Mortgage Industry Veteran Rick Webster as VP of Client Strategy

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced it has added mortgage and marketing expert Rick Webster as VP of client strategy. In this role, Webster will serve as the firm's client-facing liaison, leveraging martech best practices, out-of-the-box automation and digital marketing expertise to ensure Surefire CRM users achieve their goals.

As the leader of Top of Mind's Blueprints for Success initiative, Webster will collaborate with the firm's sales and account management teams to help users maximize Surefire CRM capabilities. In addition to identifying and driving Top of Mind best practices, Webster will leverage both his fintech experience at MonitorBase and considerable insider knowledge of marketing and funnel strategies to guide mortgage lender success.

"Rick Webster's rare combination of marketing, technology and mortgage business experience make him an exceptionally valuable evangelist for the Surefire CRM platform and a proven resource for helping mortgage lenders realize topflight marketing outcomes," said Top of Mind CEO Bill Hayes. "With his expertise in mortgage marketing and successful background in digital advertising, Rick will be a strategic asset to advancing our clients' marketing objectives."

In addition to Webster's previous role as chief revenue officer of MonitorBase, a SaaS B2B fintech platform utilizing AI and big data to enhance predictability, marketing and customer retention for banks, realtors and mortgage lenders, his career achievements span the mortgage, marketing and technology industries, including serving as vice president at Doorway Home Loans and mortgage-related roles at Merrill Lynch and E*TRADE. Most recently, Webster was at the helm of PierBase as an advisor to early-stage SaaS startups providing revenue-generating growth strategies. He is a frequent speaker at industry conferences and events, including HousingWire's engage.marketing.

"I'm extremely honored to join the team at Top of Mind," said Webster. "I look forward to evangelizing the power of the Surefire platform and helping our clients drive deeper outcomes using our technology."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their emotional connections with clients.

@mortgagecrm #marketingautomation #mortgagemarketing #digitalmortgage

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced it has added mortgage and marketing expert Rick Webster as VP of client strategy.

Related link: https://www.topofmind.com/

Sales Boomerang and Usherpa Expand Partnership to Set Mortgage Lenders Up for Success in 2021 Purchase Market

WASHINGTON, D.C. /ScoopCloud/ -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, has expanded its partnership with Usherpa, a marketing and customer relationship management (CRM) platform for Realtors and mortgage lenders. Sales Boomerang's automated borrower intelligence is now integrated with Usherpa's newest feature, a FCRA- and RESPA-compliant co-marketing portal that helps lenders expand the nature and depth of their referral partnerships with Realtors.

The Real Estate Settlement Procedures Act (RESPA) prohibits lenders and real estate partners from engaging in quid pro quo referral relationships, a guideline that has made it difficult for lenders and their agents to co-brand marketing materials in a compliant and cost-effective fashion. Usherpa's new co-marketing portal solves this problem by making it easier than ever for loan officers and Realtors to share the cost of creating and distributing co-branded marketing materials to their shared customer database in a compliant manner. By leveraging Usherpa's integration with Sales Boomerang's automated borrower intelligence, lenders can receive actionable, real-time alerts whenever someone in their database - or their referral partner's database within the co-marketing portal- is ready for a loan.

As soon as a customer becomes a candidate for a loan - because they've improved their credit score, market rates have changed or their home has accrued sufficient equity, for example - Sales Boomerang notifies the lender, who can then initiate marketing outreach that is co-branded with the Realtor's information. The marketing campaigns can be automated using pre-written marketing content created by Usherpa's experienced staff of industry experts or customized to meet individual company needs.

"The enhanced integration between Usherpa and Sales Boomerang is a win-win for loan officers and Realtors looking to take their referral partnerships to the next level," said Sales Boomerang CEO Alex Kutsishin. "The loan officer and Realtor share database information within the Usherpa co-marketing portal, we find the loan opportunities and Usherpa automates compliant and effective co-marketing outreach."

"Our customers have been looking for a more effective way to co-market with Realtor partners that is fully RESPA- and FCRA-compliant," said Usherpa Director of Business Development Paul Harrington. "Not only have we delivered what the doctor ordered, we've also enhanced it with the best opportunity alerts in the business thanks to our partnership with Sales Boomerang."

"Eustis Mortgage has developed a prosperous Realtor Success Program using the Sales Boomerang and Usherpa co-marketing portal," said Stephen Barton, SVP of National Retail Growth at Eustis Mortgage. "In just three quarters, our loan officers generated an average of more than $16 million per month in additional revenue."

About Usherpa:

Usherpa has been serving the mortgage and real estate industry since 1995, when it was founded as Media Center LLC. The company offers a powerful, easy-to-use marketing and CRM platform backed by gold-standard customer support and robust training to help Loan Officers and Real Estate Agents make the most of its effortless, fully-automated CRM. Usherpa users are empowered to build and maintain relationships with prospects, past customers, and business partners, resulting in increased repeat and referral business. Visit https://usherpa.com/ to learn more.

About Sales Boomerang:

Sales Boomerang revolutionized the relationship between a Mortgage Lender and Borrower with the introduction of the only automated Borrower Intelligence System in 2017, which tells lenders when anyone in their database is ready for a loan. Today, Sales Boomerang is the #1 Borrower Retention strategy in the industry and has discovered over $30B in new volume for Lenders. Sales Boomerang's notifications are integrated with the best CRM/Marketing Automation Systems in the industry to provide a seamless experience for Lenders and Borrowers. Sales Boomerang's employees are dedicated to improving the lending experience for Lenders and Borrowers, and united behind the ethos - No Borrower Left Behind(tm).

@SalesBoomerang @UsherpaCRM #mortgagemarketing #customerretention #RESPA

Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, has expanded its partnership with Usherpa, a marketing and customer relationship management (CRM) platform for Realtors and mortgage lenders.

Related link: https://www.salesboomerang.com/

Top of Mind’s ‘Surefire Lookbook’ Helps Mortgage Lenders Showcase Their Marketing Assets to Prospective Loan Officers

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released a new feature designed to aid mortgage lenders with the recruiting process. With the Surefire Lookbook, lenders can showcase their investment in marketing technology and demonstrate their ability to help prospective loan officers compete with content.

The Surefire Lookbook is a "highlight reel" of Top of Mind's wide range of award-winning content - but instead of showing generic samples of marketing collateral, each Lookbook is dynamically customized with the lender's unique branding and the prospective loan officer's headshot, contact information and location. In just 60 seconds, prospective recruits can see themselves featured in their future employer's marketing emails, open-house flyers, direct-mail postcards, interactive multimedia and more - including co-branded marketing campaigns that also feature a Realtor or other referral partner.

"The Surefire Lookbook is a new concept to this industry and we encourage lenders to check it out for themselves to understand just how valuable it can be to the recruiting process," said Top of Mind Chief Revenue Officer Nick Belenky. "A mortgage lender's investment in effective marketing and technology is an important factor in attracting talent, especially in the ultra-competitive job market our industry faces today. Our goal is simple: to show prospects how their future employer's marketing program will help them generate more leads, collaborate with referral partners and keep a full pipeline."

Top of Mind's Surefire CRM is the most-used CRM and marketing platform in the mortgage industry. Mortgage professionals of all stripes - including retail, wholesale, consumer direct and bank lenders - strengthen referral partnerships and deepen their emotional connections with borrowers to cultivate clients for life.

Lenders can use this sign-up form to request a custom-branded lookbook that can be dynamically generated for each recruiting prospect.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released a new feature designed to aid mortgage lenders with the recruiting process.

Related link: https://www.topofmind.com/

Top of Mind Elevates Nick Belenky to Chief Revenue Officer

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind's marketing, sales and customer experience teams to operate at their highest level and continue to deliver value-laden marketing technology and advice to its mortgage lender customers.

Belenky joined Top of Mind in January 2020 as executive vice president of sales and has since led the company to new heights. Over the last year, Belenky has grown the Top of Mind sales team by 167% and the marketing team by 300%. In 2020 he brought increased attention to Top of Mind's creative marketing content, with Surefire CRM rounding out the year as the mortgage industry's most decorated CRM and marketing automation platform. Additionally, Belenky launched customer resources that showcase mortgage marketing best practices such as Mortgage Marketing University, Surefireside Chats and Inside the Lenders Studio.

"Nick is an energetic, creative problem solver who has quickly brought immense value to Top of Mind and its customers," said Top of Mind CEO Bill Hayes. "His strategic, data-driven approach positions him for success as chief revenue officer. We are so proud to have Nick on the team and we congratulate him on his promotion."

Prior to Top of Mind, Belenky was the director of sales at CardinalCommerce, a Visa (NYSE:V) company and global leader in authenticating digital transactions. For four years, Belenky consistently led his team to triple-digit sales growth, while overseeing new merchant sales and channel partnerships globally and across North America. His career also includes management roles at CEIA USA, a global manufacturer of security equipment, and Edgerton Corporation, a developer of enterprise resource planning (ERP) systems for the materials handling industry.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks ( https://www.topofmind.com ) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

Twitter: @mortgagecrm #marketingautomation #mortgagemarketing #digitalmortgage

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced the promotion of Nick Belenky to chief revenue officer. In this elevated role, Belenky will lead Top of Mind's marketing, sales and customer experience teams.

Related link: https://www.topofmind.com/

Surefire CRM by Top of Mind Integrates with Blend to Optimize Borrower Experience, Expedite Mortgage Loan Application Process

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced its integration with digital lending platform Blend.

The integration leverages bi-directional data syncing between Surefire CRM and Blend's point of sale (POS) platform, enabling the systems to automatically prefill loan applications with borrower contact information and execute automated workflows tailored to where clients are in the loan journey. When combined, the technologies automate Surefire CRM's workflows and award-winning content to loan applicants, resulting in improved loan application completion rates and borrower satisfaction.

"Data indicates that only 63% of mortgage loan applications started are fully completed," said Top of Mind EVP of Sales Nick Belenky. "A premium lending POS like Blend can increase that number, and when paired with Surefire CRM, elevate it substantially. From the moment a borrower begins a loan application, Surefire CRM helps usher them on their journey to homeownership."

To remove redundancy from the loan application process, Surefire CRM syncs its contact information with Blend so prospects receive the white-glove service of an intelligently prefilled loan application. Likewise, the integration helps loan teams keep applications on track with minimal effort through automated borrower outreach tailored to each application stage and notifications that suggest loan team intervention when an application has stalled.

"The benefits of Blend's digital lending platform, which improves borrower satisfaction and expedites origination times by streamlining the lending experience, are amplified when paired with Top of Mind's Surefire CRM," said Blend Head of Business Development, Brian Martin. "Prefilling loan applications with known borrower information has been shown to bolster lenders' Net Promoter Score (NPS). Combined with in-process automation that facilitates application completion, Blend's partnership with Top of Mind positions lenders to deliver a white-glove experience."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks ( https://www.topofmind.com ) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

About Blend:

Blend helps lenders streamline the customer journey for any banking product from application to close. Its Digital Lending Platform is used by Wells Fargo, U.S. Bank, and over 285 other leading financial institutions to acquire more customers, increase productivity, and deepen customer relationships. The company enables customers to process more than $4 billion in mortgages and consumer loans per day, helping millions of consumers get into homes and gain access to the capital they need to lead better lives. To learn more, visit blend.com.

Tags: @mortgagecrm @BlendLabsInc #marketingautomation #mortgagemarketing #digitalmortgage

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced its integration with digital lending platform Blend.

Related link: https://www.topofmind.com/

Top of Mind’s Surefire Rounds Out 2020 as the Most Decorated Mortgage CRM and Marketing Automation Platform

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, anticipates continued growth and innovation in 2021 after a banner year of accolades and the launch of new product enhancements and technology partnerships.

"Top of Mind has succeeded in the current market by meeting lenders' demand for an easy-to-implement marketing automation platform equipped with the content and workflows they need to begin increasing volume on day-one," said Top of Mind EVP of Sales Nick Belenky. "Between our expansive library of creative content and push-button 'Blueprints for Success' automated workflows, Surefire is unparalleled in its ability to help lenders to execute comprehensive, multi-channel marketing campaigns that win new business, delight borrowers and retain clients for life."

In 2020, Top of Mind's flagship CRM and marketing automation platform Surefire garnered 21 prestigious national and global marketing awards for its engaging creative content. In March, Top of Mind took home four platinum and 4 gold awards at the 26th annual AVA Digital Awards competition, and in May the company earned eight awards for outstanding corporate marketing at the international Hermes Creative awards. In June, Top of Mind was recognized alongside the world's top creators of video content, collecting four trophies at the Telly awards competition. And in August, Surefire was recognized as Product of the Year by the Business Intelligence Group's Sales and Marketing Technology Awards program.

Last year, Surefire advanced significantly with the addition of features that help lenders easily execute highly-effective "set it and forget it" multi-channel marketing campaigns. In April, Surefire introduced Power Messaging, a feature that enables Surefire users to deliver high-touch text communication to consumers at scale, and Partner Network, a Real Estate Settlement Procedures Act (RESPA) solution that makes it easy for lenders and referral partners to co-brand marketing collateral with control and confidence. The following month, the company enhanced its five-year "Client for Life" workflow with Power Calls and Power Messaging to help lenders retain their surge of 2020 refi customers.

Additionally, the company expanded its ability to seamlessly plug into the mortgage technology ecosystem by technology partner integrations with such companies as SimpleNexus, MobilityRE, Floify and CardTapp.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks ( https://www.topofmind.com ) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

@mortgagecrm #mortgagemarketing

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, anticipates continued growth and innovation in 2021 after a banner year of accolades and the launch of new product enhancements and technology partnerships.

Related link: https://www.topofmind.com/

CardTapp and Top of Mind Enhance Integration with Time-Saving App Sharing and Contact Tagging Features

ATLANTA, Ga. /ScoopCloud/ -- Virtual client engagement platform, CardTapp, has enhanced its integration with Top of Mind Networks (Top of Mind) by adding new app-sharing and contact-tagging features that help mortgage loan originators work more efficiently.

Lead Connect automates distribution of the CardTapp app from loan originators to acquired leads via Top of Mind's SurefireCRM, delighting prospective clients with on-the-go home loan tools and solving lenders' lead filtering and prioritization problem. In addition, CardTapp's recently announced contact-tagging feature lets lenders segment prospects and customers in seconds for tailored follow-up using SurefireCRM's automated marketing workflows.

Both features extend the capabilities of an existing bi-directional integration between CardTapp and SurefireCRM that automatically syncs client contact information between the platforms, reducing manual data entry and improving data consistency and accuracy.

"CardTapp's virtual client engagement technology is a game changer for mortgage lenders - especially when combined with the automated marketing capabilities of SurefireCRM," said Ben Brashen, CEO of CardTapp. "Our combined solution saves the average lender a great deal of time and turns more prospects into customers."

"In today's market, mortgage originators must tap every resource at their disposal to keep up with the demands of record-high volume and convert more leads to loans," said Top of Mind Chief Product Officer David Orsini. "SurefireCRM gives lenders the single point of productivity they need to deploy borrower engagement tools like CardTapp at scale and automate followup throughout the customer journey."

CardTapp is a lender-customizable app that equips prospective borrowers with loan calculators they can use to run their own refi scenarios on the go, saving lenders time while maximizing referrals and accelerating the sales process - benefits that have been especially critical for lenders during this year's refi boom.

SurefireCRM is the most popular customer relationship management (CRM) and marketing automation platform in the mortgage industry. The award-winning technology delivers personalized, actionable intelligence throughout the entire homeownership lifecycle to every client and prospect.

About CardTapp:

CardTapp's mission is to empower individuals and businesses to build stronger personal connections and facilitate mutually beneficial business relationships. We work with sole proprietorships, small businesses, and sales professionals, as well as sales team managers, executives, and enterprises looking for ways to empower their businesses. Our technology provides business leaders with the ability to set themselves apart, close more business, and serve their customers better. For more information, visit https://www.cardtapp.com/.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

@mortgagecrm @cardtapp #mortgagemarketing

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Virtual client engagement platform, CardTapp, has enhanced its integration with Top of Mind Networks (Top of Mind) by adding new app-sharing and contact-tagging features that help mortgage loan originators work more efficiently.

Related link: https://www.topofmind.com/

Top of Mind Lead Project Manager Maggie Mae Named 2020 HousingWire Rising Stars Award Honoree

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced that Lead Project Manager Maggie Mae has been named a recipient of HousingWire's 2020 Rising Stars award. Now in its seventh year, the HW Rising Stars award program honors the housing industry's most influential professionals aged 40 and under.

Mae was recognized for building and enhancing many of the capabilities that have earned SurefireCRM its position as the mortgage industry's most used CRM and marketing automation platform. Since Mae joined Top of Mind in March of 2017, she has helped the company evolve its flyer system, expand its multiple listing service (MLS) coverage to over 650 boards across all 50 states and spearhead an integration with Optimal Blue that ensures single property sites always display the exact rates specific to a specific company, branch or originator. Recently, Mae saw the roll out of Power Messaging, a feature that enables loan originators to deliver high-touch text message communications at scale.

"Maggie's contributions at Top of Mind have helped elevate SurefireCRM's functionality and fill the pipelines of thousands of loan originators," said Top of Mind CEO Bill Hayes. "Her recognition as a HousingWire Rising Star is well deserved."

"The first half of 2020 has been stressful and tumultuous for our country and the housing economy," said HousingWire CEO Clayton Collins. "This is an extremely special group of Rising Stars winners. Not only have they demonstrated success in their careers and professions, they have also demonstrated the agility, fortitude and creativity to help lead their teams and clients through this time of change. Real leaders are made during times of crisis and these Rising Stars will only get stronger as they help their organizations navigate toward a more successful future."

The full list of 2020 HousingWire Rising Stars honorees can be viewed at https://www.housingwire.com/articles/introducing-housingwires-2020-class-of-rising-stars/.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

About HousingWire:

HousingWire is the most influential source of news and information for the U.S. mortgage and housing markets. Built on a foundation of independent and original journalism, HousingWire reaches over 40,000 newsletter subscribers daily and over 4 million unique visitors each year. Our audience of mortgage, real estate, financial services and fintech professionals rely on us to Move Markets Forward. Visit https://www.housingwire.com/ or https://www.solutions.housingwire.com to learn more.

@mortgagecrm #mortgagemarketing @HousingWire #HWInsiders

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced that Lead Project Manager Maggie Mae has been named a recipient of HousingWire's 2020 Rising Stars award. Now in its seventh year, the HW Rising Stars award program honors the housing industry's most influential professionals aged 40 and under.

Related link: https://www.topofmind.com/

Top of Mind takes home AVA Digital Awards platinum, gold for its dynamic creative content for mortgage lenders

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, took home four platinum and four gold awards in the 2020 AVA Digital Awards competition.

AVA Digital recognizes outstanding achievement by creative professionals involved in the concept, direction, design and production of media that is part of the evolution of digital communication. Work ranges from audio and video productions to websites and social media sites that present interactive components such as video, animation, blogs and podcasts. Now in its 26th year, the 2020 AVA Digital Awards fielded more than 2,500 entries from throughout the United States, Canada and 23 other countries.

"Top of Mind recognizes that while marketing automation tools can help lenders deliver with speed and efficiency, that's only half the battle. How you attract and speak to your audience is everything," said Top of Mind Chief Creative Officer Sherwood Lawrence. "We take great pride in continuously developing timely, creative content that captures the attention and wins the hearts of consumers at every stage in the homeownership journey."

Top of Mind was recognized for the following entries:

* Around the Neighborhood, a dynamic web animation educating borrowers on factors that could impact the value of a home, from recent nearby home sales to school zones to the typical commute. Produced in Adobe Animate, the video breaks new ground with the way it retrieves property data in real time to dynamically generate unique video content for each user.

* The Journey to Your New Home, an educational web animation that alleviates consumer trepidation around the homebuying process. It explains key documents required to secure a loan and teaches borrowers how to avoid common mistakes that can delay loan applications.

* Markets in a Minute, an interactive landing page that provides a snapshot view of the weekly market trends relevant to home purchase and refinance decisions.

* Tales of Great Interest, a humorous web animation that helps consumers contextualize interest rates and make better-informed decisions.

* The Trick or Treaters, an animated holiday eCard that uses humor and mystery to cut through the noise and keep lender outreach to prospects and customers fresh.

AVA Digital Awards is sponsored and judged by the Association of Marketing and Communication Professionals (AMCP), an international organization consisting of several thousand production, marketing, communication, advertising, public relations and freelance professionals.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks ( https://www.topofmind.com ) has grown from a bootstrapped post-close, follow-up solution into the leading CRM/marketing automation firm in the mortgage industry. Their Surefire platform is widely regarded as the gold standard in enterprise CRM, automating best practice throughout a borrower's prospect-to-repeat-customer lifecycle.

Twitter: @mortgagecrm @AVA_Awards #creativematters #mortgagemarketing

*LOGO link for media: https://www.Send2Press.com/300dpi/19-1230s2p-topofmind-logo-300dpi.jpg

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, took home four platinum and four gold awards in the 2020 AVA Digital Awards competition.

Related link: https://www.topofmind.com/

Top of Mind Joins Lenders One as a Preferred Provider

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has joined Lenders One as a preferred provider. Top of Mind will offer Lenders One members access to marketing resources that help to strengthen consumer relationships and create customers for life.

Lenders One is a national mortgage cooperative serving more than 200 mortgage lenders, including banks, credit unions and independent mortgage banks. Lenders One provides its members with special access to a preferred provider network of premier mortgage technology and service vendors. Lenders One members may now enjoy special access to Top of Mind's expansive library of creative content and revenue-generating automated marketing campaigns through its flagship product, SurefireCRM.

"We are proud to announce that best-in-class CRM and marketing automation provider Top of Mind has become a preferred provider to the Lenders One mortgage cooperative," said Lenders One President Brian A. Simon. "The addition of Top of Mind to the Lenders One network further enhances member access to innovative technologies that help strengthen consumer relationships, increase borrower satisfaction and drive profitability."

"Both Top of Mind and Lenders One are committed to connecting lenders with resources that help them win new business, earn repeat business and deserve referral business," said Top of Mind CEO Bill Hayes. "Top of Mind looks forward to helping Lenders One members create meaningful customer connections with SurefireCRM's timely, creative and emotionally inspired content."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) has grown from a bootstrapped post-close, follow-up solution into the leading CRM/marketing automation firm in the mortgage industry. Their Surefire platform is widely regarded as the gold standard in enterprise CRM, automating best practice throughout a borrower's prospect-to-repeat-customer lifecycle.

About Lenders One(r) Cooperative:

Lenders One (https://lendersone.com/) was established in 2000 as a national alliance of independent mortgage bankers, correspondent lenders and suppliers of mortgage products and services. Participants on the Lenders One platform originated approximately $280 billion of mortgages during 2018, collectively ranking as one of the largest retail mortgage entities in the U.S. Lenders One is managed by a subsidiary of Altisource Portfolio Solutions S.A.

*LOGO link for media: https://www.Send2Press.com/300dpi/19-1230s2p-topofmind-logo-300dpi.jpg

@mortgagecrm @lendersone #WeAreL1 #CoopsAreCooler

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has joined Lenders One as a preferred provider. Top of Mind will offer Lenders One members access to marketing resources that help to strengthen consumer relationships and create customers for life.

Related link: https://www.topofmind.com/

Loan Officers Executing Automated Marketing Campaigns Close Twice the Deals, Earn Double the Revenue, Top of Mind Finds

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released data revealing that loan officers (LOs) who utilize automated lead, prospect and nurture campaigns on average see double the number of closed loans and revenue production.

Top of Mind calculations derive from fourth quarter 2019 user behavior and productivity data for individual loan officers at its top 25 percent revenue generating lender clients. Automated marketing campaigns were highly correlated with improved LO performance when outbound marketing campaigns preceded the receipt of a loan application.

In the analysis, LOs leveraging Surefire's automated marketing campaigns closed an average of twice as many loans and produced twice the revenue, in contrast with LOs who did not engage prospects with automated marketing campaigns.

As reported by STRATMOR Group, Top of Mind's flagship CRM and marketing automation platform Surefire is deployed by 74 percent of lenders using similar solutions, making its users' behaviors a best practice indicator for improving LO performance and revenue generation, such as engaging leads with automatically executed, targeted marketing campaigns.

"The most profound insight from our data analysis is that using Surefire not only works as expected, but has the very real ability to substantially lift average closed loan volume and revenue produced by every loan officer," said Top of Mind CEO Bill Hayes. "Even at the simplest macro scale, this is meaningful evidence that using automated marketing campaigns succeeds as a best practice."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com/) has grown from a bootstrapped post-close, follow-up solution into the leading CRM/marketing automation firm in the mortgage industry. Their Surefire platform is widely regarded as the gold standard in enterprise CRM, automating best practice throughout a borrower's prospect-to-repeat-customer lifecycle.

Twitter: @mortgagecrm

*LOGO link for media: https://www.Send2Press.com/300dpi/19-1230s2p-topofmind-logo-300dpi.jpg

S2P-STORYID:56448

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released data revealing that loan officers (LOs) who utilize automated lead, prospect and nurture campaigns on average see double the number of closed loans and revenue production.

Related link: https://www.topofmind.com/

OpenClose Integrates its LOS with Continuity Programs’ Mortgage CRM

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced it has completed an integration with Continuity Programs, Inc.'s cloud-based MyCRMDashboard.com customer relationship management (CRM) software. This new interface provides OpenClose's LenderAssist(tm) LOS customers the ability to seamlessly interact with Continuity Programs' platform.

"We constantly look for opportunities to help our customers do business faster, smarter and cheaper including arming loan officers with cutting-edge tools to close more deals," said Vince Furey, CRO at OpenClose. "We are pleased to offer our customers Continuity Programs' robust and modern CRM solution to help mortgage origination teams achieve greater sales success."

Continuity Programs' MyCRMDashboard.com is a turnkey solution that centralizes contacts in an organized, easily-accessible fashion. It gives loan officers powerful tools to generate, track and convert high quality borrower leads while keeping in touch with prospects, customers and referral partners, effortlessly. The CRM is feature rich, automating often mundane and time-consuming daily tasks while delivering the analytics and reporting that enables lenders to assess performance with KPIs, monitor customer satisfaction, improve the borrower experience and increase customer retention.

OpenClose's LenderAssist LOS is an enterprise-class platform that offers a suite of modules to automate complex areas of the entire mortgage manufacturing process. The company recently added a comprehensive digital POS solution, closing the loop between POS and LOS and creating the mortgage industry's only consolidated digital POS and LOS platform delivered by a single vendor that is truly browser-based and has multi-channel automation capability. The complete solution is helping OpenClose customers slash the cost to manufacture loans.

"Integrating with MyCRMDashboard.com empowers loan officers with many easy-to-use tools to make them as successful as possible amid tough marketplace conditions," stated Kirk King, president of Continuity Programs, Inc. "Integrating our mortgage CRM software with OpenClose's LOS makes it easier for lenders to seamlessly extend this functionality to their loan officers via LenderAssist."

Continuity Programs leveraged OpenClose's RESTful API to rapidly develop and deploy the integration between MyCRMDashboard.com and LenderAssist. The RESTful API suite offers simplicity, reliability, better communication, seamless data exchange and performance optimization. Lender implementations of MyCRMDashboard.com are quick and non-disruptive, with Continuity Programs doing the heavy lifting for customers and providing all training.

Both OpenClose and Continuity Programs offer completely web-based software-as-a-service (SaaS) solutions that are mobile-ready, providing users with fingertip access while in the field or office.

About OpenClose:

Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(tm), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up. The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

About Continuity Programs:

Continuity Programs, Inc. serves mortgage lenders, banks and credit unions with easy-to-use customer relationship management (CRM) software called MyCRMDashboard. The compliant SaaS software suite includes automated marketing and reputation management. Since 1973, Continuity Programs' campaigns have consistently proven to drive referrals and repeat business, generate exclusive leads, and increase client retention for loan officers across the US. For more information, visit continuityprograms.com or call (800) 521-0026.

OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced it has completed an integration with Continuity Programs, Inc.'s cloud-based MyCRMDashboard.com customer relationship management (CRM) software.

Related link: https://www.openclose.com/

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Tag Archives: Mortgage CRM

MMI Strengthens Unified Mortgage Tech Solution with Major Q2 Enhancements

Accountable CRM Launches First Activity-Based Platform for Mortgage Teams

Dark Matter and Total Expert partner to boost lender revenue through best-in-class mortgage automation and customer engagement

MMI Announces Strategic Acquisition of Bonzo Mortgage / Real Estate CRM Platform

Mortgage Coach integrates with Insellerate to help lenders increase lead conversion with wealth-building mortgage advice

Sales Boomerang teams up with OptifiNow to offer lenders an integrated experience for mortgage customer engagement

Top of Mind makes Surefire Creative content available as a standalone marketing resource for mortgage lenders

Top of Mind Welcomes Former MonitorBase Chief Revenue Officer and Mortgage Industry Veteran Rick Webster as VP of Client Strategy

Sales Boomerang and Usherpa Expand Partnership to Set Mortgage Lenders Up for Success in 2021 Purchase Market

Top of Mind’s ‘Surefire Lookbook’ Helps Mortgage Lenders Showcase Their Marketing Assets to Prospective Loan Officers

Top of Mind Elevates Nick Belenky to Chief Revenue Officer

Surefire CRM by Top of Mind Integrates with Blend to Optimize Borrower Experience, Expedite Mortgage Loan Application Process

Top of Mind’s Surefire Rounds Out 2020 as the Most Decorated Mortgage CRM and Marketing Automation Platform

CardTapp and Top of Mind Enhance Integration with Time-Saving App Sharing and Contact Tagging Features

Top of Mind Lead Project Manager Maggie Mae Named 2020 HousingWire Rising Stars Award Honoree

Top of Mind takes home AVA Digital Awards platinum, gold for its dynamic creative content for mortgage lenders

Top of Mind Joins Lenders One as a Preferred Provider

Loan Officers Executing Automated Marketing Campaigns Close Twice the Deals, Earn Double the Revenue, Top of Mind Finds

Top of Mind Expands Mortgage Compliance Solutions with CCPA Readiness Ahead of January 1 Deadline

OpenClose Integrates its LOS with Continuity Programs’ Mortgage CRM