Tag Archives: mortgage marketing

Depth expands leadership team, adding mortgage marketing veteran Elizabeth Schroeder as vice president

The firm also welcomes Amy Jerina and Amber Perry, strengthening client service capacity in preparation for MBA Annual 2025

ATLANTA, Ga., Sept. 30, 2025 (SEND2PRESS NEWSWIRE) — Depth, a leading provider of consultative B2B marketing, public relations and reputation management services for technology companies serving the residential mortgage finance, fintech and regtech industries, today announced its addition of mortgage industry veterans Elizabeth Schroeder, vice president of client services, and Amy Jerina, client services manager, along with former business journalist Amber Perry, who also joins as a client services manager. These hires position Depth to better serve clients at the upcoming Mortgage Bankers Association (MBA) Annual Convention & Expo, the largest gathering of the year for the residential real estate finance industry.

Elizabeth Schroeder of Depth
Image caption: Elizabeth Schroeder of Depth.

“Q4 is when businesses set their intentions for the year ahead. In 2026, Depth intends to deliver unmatched service quality to our clients and partners and a uniquely desirable professional opportunity for our team,” said Depth Founder and President Kerri Milam. “In short, we intend to grow our business, and we’re assembling the right team to drive that expansion.”

Schroeder is a marketing leader with 15 years of experience in fintech, mortgage, higher education and manufacturing. She has built a reputation for elevating brands, driving revenue growth and fostering lasting customer relationships through marketing, content and demand-generation strategies. Having partnered with Depth during her tenure as director of brand marketing at Sales Boomerang, Schroeder brings both an alignment with the firm’s guiding principles and a track record of success delivering strategic, creative and collaborative counsel to executive teams.

“We’d been tracking Elizabeth for a few years, hoping that when we had the right role, she’d be available,” said Milam. “When the opportunity aligned, we knew it was the moment to strike. Her expertise, leadership style and values make her a pivotal addition to the Depth team.”

Jerina is a proven content creator and strategist with a strong appreciation for the mindset of mortgage lenders, a quality Depth saw firsthand during its work with The Mortgage Collaborative (TMC), where Jerina served as communication specialist. She continues to provide PR services for TMC in addition to supporting other Depth clients.

Amy Jerina and Amber Perry of Depth
Image caption: Amy Jerina and Amber Perry of Depth.

Perry began her career as an award-earning business journalist and news editor before transitioning into higher education PR, where she further developed the research and writing skills that caught Depth’s attention. She brings a journalist’s approach to her work, asking the right questions to get to the heart of client stories and telling them with impact.

Learn more about the full Depth team at https://depthpr.com/team/.

About Depth:

Depth is a leading independent provider of consultative B2B marketing, public relations and reputation management services for the mortgage lending and residential finance industries. Since 2006, the firm has represented a clientele of established and emerging brands serving mortgage lenders, mortgage servicers, real estate professionals and appraisers. Depth is committed to serving the cause of digital innovation and to practicing the pay-it-forward principle alongside The Golden Rule. A woman-owned business, Depth is a member and supporter of the Mortgage Bankers Association, Housing Finance Strategies and The Mortgage Collaborative. Learn more: https://depthpr.com/.

NEWS SOURCE: Depth


This press release was issued on behalf of the news source (Depth), 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/depth-expands-leadership-team-adding-mortgage-marketing-veteran-elizabeth-schroeder-as-vice-president/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P129702 NOREL-3B

 

HousingWire selects Depth EVP Lindsey Neal as 2025 Marketing Leader

ATLANTA, Ga., June 2, 2025 (SEND2PRESS NEWSWIRE) — Depth, a leading provider of consultative B2B marketing, public relations and reputation management services for technology companies serving the residential mortgage finance, financial technology (fintech) and regulatory technology (regtech) industries, today announced that Executive Vice President Lindsey Neal has been named a recipient of HousingWire’s 2025 Marketing Leaders Award.

Lindsey Neal, Depth executive vice president
Photo caption: Lindsey Neal, Depth executive vice president.

HousingWire today honored 55 of the most dynamic and influential marketing professionals in the housing industry, describing how “These standout leaders are reshaping the way mortgage and real estate companies connect with their audiences, tell their stories, and drive growth.”

A trusted advisor to mortgage lenders, fintechs and mortgage/financial service providers since 2006, Lindsey joined Depth as an original DepthSquad member in 2010. During the ensuing 15 years, she has been responsible both for developing full-service marketing and PR strategies, ensuring their effective execution and cultivating productive relationships for Depth clients, and for leadership related to agency growth initiatives. She is a 2006 graduate of Berry College in Rome, Georgia, and earned her M.B.A. from the Terry College of Business at the University of Georgia in 2011.

“Lindsey Neal is a well-known force in our industry,” said Depth founder and president, Kerri Milam. “Dozens of successful firms and respected individuals can and do attest to the role her guidance and marketing leadership has played in their market position. That includes our firm Depth and me.”

According to the HousingWire announcement, “’The 2025 Marketing Leaders are charting new territory and redefining what’s possible in mortgage and real estate marketing,” said HousingWire Editor-in-Chief Sarah Wheeler. Their bold strategies, inventive campaigns, and data-informed decisions are accelerating business performance and reshaping industry standards. We’re incredibly proud to recognize these trailblazing leaders who showcase the true impact and potential of modern marketing.

‘HousingWire’s Marketing Leaders represent the top talent in marketing — professionals who are building brands and influencing business outcomes,’ said HW Media CEO Clayton Collins. ‘These marketers are driving mortgage origination volume, connecting with homebuyers at critical moments, and supporting real estate brokerages to engage buyers and sellers. By combining data, technology, and creative strategy, they’re transforming how the industry communicates, competes and grows.’”

About Depth:

Depth is a leading independent provider of consultative B2B marketing, public relations and reputation management services for the mortgage lending and residential finance industries. Since 2006, the firm has represented a clientele of established and emerging brands serving mortgage lenders, mortgage servicers, real estate professionals and appraisers. Depth is committed to serving the cause of digital innovation and to practicing the pay-it-forward principle alongside The Golden Rule. A woman-owned business, Depth is a member and supporter of the Mortgage Bankers Association, Housing Finance Strategies and The Mortgage Collaborative.

Learn more: https://depthpr.com/

About HousingWire:

HousingWire is an information services company that provides unique data and research, respected business journalism and must-attend events for housing leaders to use to advance their understanding and business outcomes. Our vision is a world in which housing leaders have a complete view of the housing market, and a broad community of peers with whom they can connect. We are committed to delivering the data, analytics, media, and events that advance this vision.

Because housing is too important for narrow perspectives and missed connections. Informed housing leaders are better housing leaders. A connected housing industry is a better housing industry. And the full picture always reveals new opportunities.

Explore more at https://www.housingwire.com/

MULTIMEDIA:

https://www.Send2Press.com/300dpi/23-1012-s2p-lindsey-neal-300dpi.jpg

Photo caption: Lindsey Neal, Depth executive vice president.

NEWS SOURCE: Depth


This press release was issued on behalf of the news source (Depth), 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/housingwire-selects-depth-evp-lindsey-neal-as-2025-marketing-leader/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P126672 NOREL-3B

 

ProPair’s Q2 2024 Impact Study Reveals Significant Gains in Sales Conversions with Predictive Lead Assignments

SAN CARLOS, Calif /ScoopCloud/ -- ProPair, the fastest way for marketing and sales leaders to implement predictive AI, has released its Q2 2024 Impact Study, showcasing a substantial 46% improvement in sales conversions using Predictive Lead Assignments compared to standard lead assignment methods. This breakthrough underscores the growing importance of data-driven decision-making in sales strategies.

Key Findings:

* Leads managed using ProPair's Predictive AI technology converted at a rate of 2.5%, significantly higher than the 1.7% conversion rate achieved with traditional lead assignment methods.

* The study analyzed over 390,000 leads between April 1st, 2024, and June 30th, 2024, from both company-generated and third-party purchased internet sources. The data was standardized across industries and lead types, providing a comprehensive view of the impact.

* ProPair's Predictive AI assignments leverage machine learning to recommend the optimal agent for each new lead, eliminating the guesswork and inefficiencies of traditional round-robin or manager-discretion methods.

A Record-Setting Quarter for Predictive Lead Assignments

This quarter marks the highest recorded impact since the inception of ProPair's quarterly studies in 2023. Enhancements in the recommendation engine, along with improved customer practices, contributed to this remarkable increase in performance. Sales and marketing leaders who have long suspected that a more deliberate approach to lead assignments could yield better results now have quantifiable evidence supporting this belief.

"Sales leaders love the concept of predictive lead assignments, but don't yet know it's a production-ready and validated technology. We're changing that," said Ethan Ewing, CEO at ProPair. "Our customers are seeing up to 50% more conversions without any additional systems or complex integrations, making it a simple upgrade that delivers substantial returns."

Why Predictive Lead Assignments Matter

Traditional lead assignments often rely on outdated methods such as round-robin distribution or subjective manager choices, which can lead to suboptimal results. ProPair's Predictive Lead Assignment, powered by AI, ensures that each lead is matched with the agent most likely to convert it, resulting in increased efficiency and sales outcomes.

About ProPair

ProPair is the fastest way for marketing and sales leaders to implement predictive AI, transforming how they manage leads and maximize sales performance. ProPair's applications insert predictive values directly into existing systems, allowing organizations to quickly leverage the huge benefits of predictive models and deliver measurable results.

Schedule a Demo Today

Ready to move your marketing and sales teams to predictive lead assignments? Contact ProPair to schedule a demo.

For more information, please visit https://www.propair.ai

Media and business queries:
Ethan Ewing
Founder, ProPair
eewing @ propair.ai

News from ProPair LLC

ProPair, the fastest way for marketing and sales leaders to implement predictive AI, has released its Q2 2024 Impact Study, showcasing a substantial 46% improvement in sales conversions using Predictive Lead Assignments compared to standard lead assignment methods. This breakthrough underscores the growing importance of data-driven decision-making in sales strategies.

Related link: https://www.propair.ai/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Floify taps Courtney Dodd as head of marketing to reinvigorate brand presence

BOULDER, Colo. /ScoopCloud/ -- Floify, the mortgage industry's leading point-of-sale solution, today announced that Courtney Dodd has joined its team as head of marketing. With 12 years of experience in the mortgage sector, Dodd is set to spearhead Floify's marketing initiatives and reinforce its position as an innovator in the field.

In her previous role as Director of Integrated Marketing at SimpleNexus, Dodd showcased her leadership skills by steering a highly skilled team of channel and strategic specialists to drive business growth. During her four-year tenure at the company, she helped deepen the brand's relationship across audiences while mentoring and elevating the work of her team.

Prior to SimpleNexus, Dodd was a product marketing manager at Ellie Mae (now ICE Mortgage Technology), where she led strategic product marketing initiatives including branding, positioning, client communications and go-to-market planning. She also previously served as marketing manager at Calyx Software, and regional marketing consultant at PrimeLending, a PlainsCapital Company.

"We are extremely pleased to have someone of Courtney's caliber and hands-on industry expertise to lead our marketing efforts," said Sofia Rossato, president and general manager at Floify. "Courtney joins Floify at a pivotal time as we're moving aggressively to open new markets, introduce new integrations and deepen our existing partnerships. She will be instrumental in helping us to craft our marketing messages to reach a wider audience and provide lenders with additional support and technology advances."

"I'm very excited about Floify's mission to simplify and facilitate the point-of-sale processes to help people feel more confident and comfortable with applying for and following up on their loan," says Dodd. "I can't tell you how many lenders have told me 'I just love Floify.' It's a company that already has an outstanding reputation in the mortgage industry, and I look forward to helping expand the number of users we have at our current customer sites and adding many more new customers to the Floify fold."

Dodd is a proud alumnus of Texas Tech University, where she earned her bachelor of arts degree in communication studies in 2006. Additionally, she has earned an industry certification from the Mortgage Bankers Association School of Mortgage Banking.

About Floify:

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH).

For more information, visit the company's website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements:

Certain statements in this release may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company's possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words "believes," "estimates," "expects," "projects," "forecasts," "may," "will," "should," "seeks," "plans," "scheduled," "anticipates," "intends," or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management's interpretation of and compliance with such laws and regulations; (6) the Company's reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management's control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, "Risk Factors," in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission ("SEC"), all of which are available on the SEC's website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

News from Floify

Floify, the mortgage industry's leading point-of-sale solution, today announced that Courtney Dodd has joined its team as head of marketing. With 12 years of experience in the mortgage sector, Dodd is set to spearhead Floify's marketing initiatives and reinforce its position as an innovator in the field.

Related link: https://floify.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

SocialCoach Taps Fintech Exec Andria Lightfoot and Launches AI Driven Social Media Marketing Solution

SAN CLEMENTE, Calif. /ScoopCloud/ -- SocialCoach (socialcoach.io), a leading mortgage and real estate social media technology platform today announced the appointment of Andria Lightfoot as company President and Chief Operating Officer (COO) amidst their first-even AI Driven Social Media product launch.

The mortgage centric social media marketing software company today announced the launch of its new innovative product enhancement integrating Artificial Intelligence (AI) to help mortgage lenders and loan officers drive social selling and lead generation activities into more powerful sales ROI. SocialCoach combines the power of social media selling with a first of its kind compliance management system to reduce risk in expanding social selling and lead gen activities with Loan Officers, Real Estate Agents, and more.

"I am thrilled to be joining SocialCoach at a time when the mortgage industry is in need of innovative marketing solutions to drive social media selling with compliance and operational efficiency integration with cutting edge AI driven processes," said Andria Lightfoot.

Lightfoot joins SocialCoach as a proven mortgage technology leader with a demonstrated ability to drive process innovation and scale teams for growth. As a mortgage industry veteran with over 20 years of experience, she previously was the Chief Customer Officer of SimpleNexus, an nCino Company overseeing the growth of all customer-centric activities of SimpleNexus' customer division including professional services, client success, support, training and integration engineering. "Andria's wealth of experience successfully managing operations and scaling teams for growth makes her an invaluable addition to the SocialCoach Executive team," said SocialCoach Founder and CEO Joe Wilson. "She will play an important role helping us deliver increased value to our customers and leading the mortgage industry expertise in Social Selling and lead generation for lenders and financial institutions."

Lightfoot's accomplishments in the mortgage industry have been recognized by National Mortgage Professional's award honoree, which named her 40 Under 40 and Most Connected Mortgage awards, and by HousingWire magazine, which honored her with its Women of Influence award. She has served on CIO advisory boards for ICE Mortgage and the Mortgage Banker's Association (MBA), is a frequent speaker at mortgage industry events, and has been quoted in numerous publications including Forbes.

More information: https://socialcoach.io/

About SocialCoach:

SocialCoach is a social media marketing platform transforming lead generation, brand awareness and marketing strategy for loan officers and real estate professionals. The platforms' native AI driven social media posting, compliance management system, and professional services for content innovation drives increases sales and brand recognition for lenders and financial institutions. Their mobile toolset for social media management allows sales staff to say connected to their customer base in a compliant and innovative way to drive sales at the top of the marketing funnel.

News from SocialCoach

SocialCoach (socialcoach.io), a leading mortgage and real estate social media technology platform today announced the appointment of Andria Lightfoot as company President and Chief Operating Officer (COO) amidst their first-even AI Driven Social Media product launch.

Related link: https://socialcoach.io/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

MMI appoints Rob Pommier as Regional Director of Enterprise Sales

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 today it has added industry veteran Rob Pommier to the enterprise sales team as regional director. Pommier will be tasked with expanding MMI's growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

"Rob isn't just an industry veteran. He's a well-known and trusted entity throughout the mortgage technology field, and MMI can only benefit from the expertise of an experienced sales executive such as Rob," said Melissa Sike, vice president of enterprise sales. "As a member of the enterprise sales team, Rob will not only help MMI grow its customer base, but he will also help our customers achieve their growth goals."

Pommier brings more than 40 years of experience throughout the industry, serving in executive roles on both the lender and technology sides of the origination process. Prior to joining MMI, Pommier was a strategic executive at SimpleNexus, an industry-leading point-of-sale provider. During his storied career, Pommier also spent time at industry stalwarts such as Altisource, Fiserv and OpenClose.

"Throughout my career, I have always strived to contribute to both my company and the industry as a whole. Given the impact MMI's robust data and innovative technology is already having on the industry, I am thrilled to align myself with an organization whose mission and focus so closely mirror my own," said Pommier. "I look forward to introducing my extensive network of contacts to the benefits and expertise MMI provides."

By accessing an unrivaled database of comprehensive real estate and mortgage production data, MMI's enterprise customers can identify partner networks that best support their business objectives, with granular insight into lenders, loan officers and real estate agents by region or individual transactions. To learn more, visit https://mmi.io.

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.

News from Mobility Market Intelligence

Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced today it has added industry veteran Rob Pommier to the enterprise sales team as regional director. Pommier will be tasked with expanding MMI's growing roster of mortgage enterprise clients, which now includes 20 of the top 25 lenders in the nation, while also driving brand awareness and adoption in mortgage-related verticals, such as title and insurance.

Related link: https://mmi.io

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Depth Public Relations highlights 16 years of client success with new website unveiled at Mortgage Bankers Association’s 2022 annual conference

ATLANTA, Ga. /ScoopCloud/ -- Depth Public Relations (Depth), a leading provider of consultative B2B marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech) marked the 16th anniversary of its founding with the launch of a new website featuring testimonials from its treasured clients and industry partners during the Mortgage Bankers Association's Annual Convention & Expo 2022 in Nashville.

"My business partners, our talented team of practitioners and I share a vision for cultivating a clientele that values our commitment to unmatched subject-matter expertise, depth of content, strategic understanding of the markets we serve and an unwillingness to compromise our integrity. That is the kind of client we pursue and serve most effectively," explained Depth founder and president Kerri Milam.

Depth's business model was conceived to fill a knowledge and service gap for growth-focused technology innovators driving the modernization and digitization of housing finance. Combining unrivaled strategic insights and top-shelf content development with native digital marketing acumen, Depth has a track record of success fueling adoption solutions and services across the mortgage lifecycle, from customer relationship management (CRM), appraisal and loan origination technology to innovations in mortgage servicing, quality control (QC) and capital markets.

During the last decade and a half Depth has maintained its commitment to avoid working with its clients' direct competitors and to facilitate strategic cross-pollination across clientele - an added value that continues to set the agency apart. Further, the firm emphasizes integrated marketing planning and rigorous project management to maximize sustained momentum, support strategic pivots and ensure 360-degree accountability.

As Depth reflects on its success in not merely weathering but thriving throughout multiple economic cycles, Milam says it seeks to broaden its unrivaled mortgage, housing and financial technology expertise by servicing clients among emerging regtech and HR technology markets.

About DepthPR:

Depth Public Relations (Depth) is a leading provider of consultative B2B marketing, public relations and reputation management services for the mortgage lending and residential finance industries. Since 2006, the firm has represented a clientele of established and emerging brands serving mortgage lenders, mortgage servicers, real estate professionals and appraisers. Depth is committed to serving the cause of digital innovation and to practicing the pay-it-forward principle alongside The Golden Rule. Depth is a member and supporter of the Mortgage Bankers Association, Housing Finance Strategies and The Mortgage Collaborative.

For more information, visit: https://www.depthpr.com/

News from Depth Public Relations

Depth Public Relations (Depth), a leading provider of consultative B2B marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech) marked the 16th anniversary of its founding with the launch of a new website featuring testimonials from its treasured clients and industry partners during the Mortgage Bankers Association's Annual Convention & Expo 2022 in Nashville.

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

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

How A Mortgage Focused Agency Launched to Make Impact

INDIANAPOLIS, Ind. /ScoopCloud/ -- In the heart of Indianapolis, Indiana is a marketing agency focused on helping mortgage lenders and technology overcome obstacles, develop marketing strategies, and grow their business. That agency is Art Vs. Math. In 2019, Steven Cooley started Art Vs. Math to help improve marketing in the mortgage industry.

"The mortgage industry continues to struggle developing creative, relevant marketing content, and strategies to set themselves apart from each other," stated Steven Cooley, Art Vs. Math founder.

Cooley, a former marketing executive at Finance of America Holdings, got his start in mortgage as a call center loan officer in their reverse mortgage division. Upon awaiting his mortgage license, he noticed some marketing improvements and was allowed an opportunity to utilize his unique acumen to grow their marketing division. He was promptly promoted to AVP of Digital Marketing and experienced much success, which enabled him to be promoted again to Director of Digital Marketing at Finance of America Holdings.

In April 2019, Cooley fired up Art Vs. Math, and immediately started working with top ten lenders and some of the most notable technology companies in the industry. In conjunction with running the agency, Mortgage Advisor Tools was developed to help mortgage loan officers discover new technology. This effort continues to thrive, and dozens of technology companies are leveraging the platform to expand their marketing reach. Due to their considerable growth came new hire, Marketing Manager Cheyenne Pauley, hailing from Charleston, West Virginia. Cheyenne was a part of the horrific Sprout closure that displaced hundreds of mortgage professionals.

With this new growth, Art Vs. Math developed a new website to help mortgage lenders and technology companies better understand the product offerings. "We had to take a dose of our own medicine and provide a more concise way to define our products and how we can help our industry overcome their challenges.

"2022 has proven that our services and areas of expertise will be essential, and we are excited about the new opportunities," says Cooley. "The new website separates Lenders and Technology, providing nuanced agency/consultancy products that break down their service offerings for each audience. The Core Values product is a workshop that lenders or technology companies can experience to help them define who they are, why they are who they are, and an action plan to reinforce those principles."

He adds, "The company also offers a marketing audit to determine how well a company's marketing works. Lenders of all sizes need a marketing resource that fits their budget and will appreciate taking advantage of the Shared Services product. Shared Services allows Lenders to customize their marketing services to meet their business objectives."

About Art Vs. Math:

Art Vs. Math wants to help the mortgage industry solve its problems. Whether through strategy building, creativity, or one of its product lines, the mortgage industry would be well served to find industry experts to help them accomplish their goals. 2022 has been one of those years; we've seen massive layoffs, closures, and a significant drop in loan volume. There is considerable opportunity to grow your business. "This year is all about market share, says Cooley; whoever stays top of mind the longest will sustain this year and be positioned for hyper-growth." The other way to say it, check out the website header and - Be The Obvious Choice.

If you would like to learn more about Art Vs. Math - go to https://www.artvsmath.com/.

News from Art Vs. Math

In the heart of Indianapolis, Indiana is a marketing agency focused on helping mortgage lenders and technology overcome obstacles, develop marketing strategies, and grow their business. That agency is Art Vs. Math. In 2019, Steven Cooley started Art Vs. Math to help improve marketing in the mortgage industry.

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

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Mortgage Banker Magazine Names Curtis Richins on Legends of Lending List

SAN DIEGO, Calif. /ScoopCloud/ -- Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Curtis Richins, President of MCT, has been selected to Mortgage Banker Magazine's inaugural "Legends of Lending" list. The magazine's inaugural class was compiled to highlight the most talented, ambitious, and legendary individuals who are achieving excellence and making a difference in the mortgage industry.

As part of the selection, Mr. Richins was asked to share what he views as his most "legendary" value, which he described as being a "learn-it-all" rather than a know-it-all. "I am constantly seeking input and advice from the people around me to gather all the facts before coming to a decision," he continued. "I value a team-oriented approach rather than an individual one when it comes to matters both at work and in my personal life," stated Richins. This approach is what inspires him to continually seek out new ideas that will push MCT forward.

Mr. Richins was also asked to offer his thoughts on the main problems facing the mortgage industry today and how he hopes to address them, which he identified as bouts of illiquidity and price dislocation that can have a dramatic and negative impact on market participants.

"In response to this market dislocation, MCT created a digital whole loan marketplace to connect buyer and seller regardless of approval status, creating an important new pool of liquidity for sellers," he explained. "Out of the crisis, BAM Marketplace was born and has now become the largest digital whole loan marketplace with more than $1 billion in whole loans auctioned on the platform."

"The mortgage industry continues to make huge strides in automating and digitizing all aspects of the mortgage value change," explained Richins. When asked for his thoughts on the future of the industry, he hopes the same innovation will translate to the secondary market in the coming years. Those interested in learning more about the features and benefits of MCT's award-winning technology, services, and leadership team are encouraged to contact MCT for more information.

About MCT:

Founded in 2001, Mortgage Capital Trading, Inc. (MCT) has grown from a boutique mortgage pipeline hedging firm into the industry's leading provider of fully integrated capital markets services and technology. MCT offers an array of best-in-class services and software covering mortgage pipeline hedging, best execution loan sales, outsourced lock desk solutions, MSR portfolio valuations, business intelligence analytics, mark to market services, and an award-winning comprehensive capital markets software platform called MCTlive! MCT supports independent mortgage bankers, depositories, credit unions, warehouse lenders, and correspondent investors of all sizes.

Headquartered in San Diego, California, MCT also has offices in Philadelphia, Healdsburg, and San Antonio. MCT is well known for its team of capital markets experts and senior traders who continue to provide the boutique-style hands-on engagement clients love.

For more information, visit https://mct-trading.com/ or call (619) 543-5111.

RELATED LINKS:

https://mct-trading.com/bam-marketplace-loan-exchange/

https://nationalmortgageprofessional.com/magazine/mortgage-banker-magazine/legends-lending/digital-edition

News from Mortgage Capital Trading Inc.

Mortgage Capital Trading (MCT®), a leading mortgage hedge advisory and secondary marketing software firm, announced that Curtis Richins, President of MCT, has been selected to Mortgage Banker Magazine's inaugural "Legends of Lending" list. The magazine's inaugural class was compiled to highlight the most talented, ambitious, and legendary individuals who are achieving excellence and making a difference in the mortgage industry.

Related link: https://mct-trading.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Sales Boomerang Q2 2022 Mortgage Market Opportunities Report

OWINGS MILLS, Md. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today released its latest Mortgage Market Opportunities Report. Sharp quarter-over-quarter increases in equity, credit-improvement and new-listing alerts in Q2 2022 point to areas of opportunity for lenders in a contracting mortgage market.

Methodology

The Mortgage Market Opportunities Report draws on Sales Boomerang system data to identify market opportunities of relevance to today's borrowers and lenders. To generate the report, Sales Boomerang reviewed data from more than 170 residential mortgage lenders that use its borrower intelligence and retention tools to monitor millions of customer and prospect records. Sales Boomerang then calculated and compared the aggregate frequency with which those contact records triggered loan-opportunity, prescriptive-scenario and risk-and-retention alerts during the first and second quarters of 2022.

Key Findings*

Sales Boomerang's loan-opportunity alerts identify the contacts inside a lender's database who are actively shopping for a mortgage loan or who may be able to benefit from a new mortgage loan. Across the sample group, the frequency of each alert type in Q2 2022 was as follows:

* Mortgage Inquiry Alert: 3.24% of monitored contacts (down 28.58% from Q1)

A customer or prospect has shopped with a competitor in the last 24 hours.

* EPO Alert: 2.31% of monitored contacts (down 8.93% from Q1)

A customer or prospect whose loan closed ≤ 6 months ago has shopped with a competitor in the last 24 hours.

* Credit Improvement Alert: 4.10% of monitored contacts (up 131.64% from Q1)

A customer or prospect has improved their FICO score.

* New Listing Alert: 1.44% of monitored contacts (up 69.02% from Q1)

A customer or prospect has listed their home for sale.

* Equity Alert: 7.93% of monitored contacts (down 13.14% from Q1)

A customer or prospect's home equity has increased.

* Rate Alert: 2.57% of monitored contacts (down 40.63% from Q1)

The interest rate of a customer or prospect's existing mortgage is significantly higher than current prevailing rates.

Sales Boomerang's prescriptive-scenario alerts analyze not only whether a consumer could benefit from a given loan type, but also whether the consumer is credit-qualified to apply for financing. This additional layer of intelligence makes prescriptive-scenario alerts among the highest-converting available to mortgage lenders today. The frequency of each alert during Q2 2022 was as follows:

* Cash-Out Alert: 6.87% of monitored contacts (up 30.94% from Q1)

A borrower is credit qualified and has built sufficient equity to tap into the cash in their home.

* Rate-and-Term Alert: 2.53% of monitored contacts (down 48.70% from Q1)

A borrower is credit qualified and can benefit from the current interest rates for a refinance.

* FHA MI Removal Alert: 7.93% of monitored contacts (down 24.36% from Q1)

An FHA borrower has exceeded 20% equity and can remove mortgage insurance (MI).

For a subset of lenders that maintain servicing portfolios, the frequency of risk-and-retention alerts was as follows:

* Risk & Retention Alert: 21.56% of monitored contacts (down 34.41% from Q1)

A customer is engaging in one or more of 15 credit activities that may put their serviced loan at risk

Analysis*

* With New Listing Alerts on the rise for a second consecutive quarter and Realtor.com reporting that new home listings are growing at a pace not seen since 2017, purchase origination opportunities continue to dominate the market, underscoring the importance of strong referral partner relationships.

* Cash-Out Alerts increased significantly from Q1 to Q2 as tappable home equity continued to grow in many markets nationwide. Lenders that don't currently offer home-equity products (e.g., cash-out refis, HELOCs) may be leaving money on the table.

* Credit Improvement Alerts saw a significant quarter-over-quarter increase, echoing widely publicized reports that Americans' overall financial well-being has improved thanks to pandemic-related fiscal measures including government stimulus payments, tax credits and student loan moratoriums. Since FICO scores are a lagging indicator, the impact of more recent COVID variants and consumer inflation have yet to be seen in credit scores. Regardless, now is a great time for lenders to revisit loan applicants they previously turned down due to a history of poor debt repayment.

* Rising interest rates have slowed the speed at which borrowers are paying off their mortgages, as evidenced by a precipitous drop in Risk & Retention Alerts. As a result, the value of mortgage servicing rights continues to grow. Lenders must carefully weigh the pros and cons - and potential balance sheet impacts - of retaining versus selling MSRs.

* This quarter saw a decline in Mortgage Inquiry Alerts, Rate Alerts, and Rate-and-Term Alerts, a predictable result at a time when interest rates are discouraging rate shopping and refinances.

"New home listings and cash-out alerts both trended upward in Q2, making purchase and home-equity products smart areas of investment for lenders as they prioritize assignment of limited resources," said Sales Boomerang Executive Vice President of Product Mike Spotten. "Another trend we are monitoring with interest is a massive upswing in credit-improvement alerts. Mortgage advisors are going to want to revisit prospects previously denied loans for credit-related reasons before they take their business to a competitor."

*Key findings and analysis provided for informational purposes only. The data represented in the Mortgage Market Opportunities report is historical. Past performance is not a reliable indicator of future results. Sales Boomerang accepts no responsibility or liability for readers' use of the key findings or analysis included in this report.

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.

News from Sales Boomerang

Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today released its latest Mortgage Market Opportunities Report. Sharp quarter-over-quarter increases in equity, credit-improvement and new-listing alerts in Q2 2022 point to areas of opportunity for lenders in a contracting mortgage market

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

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Sales Boomerang’s Reverse Mortgage Alert helps lenders bring timely home-equity opportunities to more homeowners

BALTIMORE, Md. /ScoopCloud/ -- Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced the launch of Reverse Mortgage Alert, a new addition to its pantheon of automated borrower intelligence products, as well as significant enhancements to the company's existing Rate Alert product.

The all-new Reverse Mortgage Alert notifies lenders when a past borrower or prospect would be a good candidate for a home-equity conversion mortgage (HECM), also known as a reverse mortgage. Sales Boomerang's Reverse Mortgage Alerts helps lenders identify contacts who could benefit from a reverse mortgage based on their current age and accumulated home equity. With American homeowners sitting on historic levels of untapped home equity, Reverse Mortgage Alert gives lenders the head start they need to connect with reverse mortgage prospects ahead of the competition.

Reverse mortgages include both HUD-insured and proprietary home-equity loan products that offer unique ways for older homeowners - generally, those age 62 and above - to tap their home equity. Reverse mortgages can be used to finance the purchase of a new home, make improvements to an existing home, pay for long-term care or medical expenses, or supplement a homeowner's retirement income, among other purposes.

"With untapped home equity at an all-time high, this latest expansion to our award-winning line of automated borrower intelligence and retention alerts is extremely timely," said Sales Boomerang Vice President of Product Mike Spotten. "By activating Reverse Mortgage Alerts, ​Sales Boomerang users can build healthier loan pipelines while helping customers access loan options they may otherwise have learned about from a competitor - or perhaps not have learned about at all."

Sales Boomerang has also enhanced its existing Rate Alert. A new feature enables users to limit the frequency of alerts they receive. In addition, a tighter integration with Optimal Blue eliminates the need for lenders to manually update their rates in Sales Boomerang; instead, lenders receive timely and accurate Rate Alerts based on Optimal Blue Mortgage Market Indices™. For more information about Sales Boomerang's Rate Watch and Reverse Mortgage alert offerings, contact your client success representative or email sales@salesboomerang.com.

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™ ethos, visit https://www.salesboomerang.com.

News from Sales Boomerang

Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system, today announced the launch of Reverse Mortgage Alert, a new addition to its pantheon of automated borrower intelligence products, as well as significant enhancements to the company's existing Rate Alert product.

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

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Mortgage Coach promotes Jacob Gibbs to VP, Technology and Shannon Baldwin to VP, Marketing

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing. These advancements are a direct result of Gibbs' and Baldwin's exceptional leadership in their respective departments.

Gibbs joined Mortgage Coach 15 years ago and is now responsible for leading the development team, managing partner integrations, administering both local and network technology infrastructure, and overseeing Mortgage Coach's support team that serves 15,000 subscribers. With valuable experience in both mortgage underwriting and lending technologies, Gibbs is perfectly equipped to help lenders better serve their borrowers by empowering them with the digital tools to help them choose the best mortgage loan for their needs.

Prior to joining Mortgage Coach, Baldwin led marketing and events for Optimal Blue for 13 years. Baldwin was tapped by Mortgage Coach as director of marketing one year ago, and in that time she has proven her expertise in all mortgage marketing functions including brand strategy, digital marketing, web content and design, internal and external communications and event planning. As VP of marketing, Baldwin will oversee the development of Mortgage Coach's communication strategies and identify effective brand-building opportunities.

"Jacob's tech-forward mindset and Shannon's creative approach to mortgage marketing have been central to the Mortgage Coach mission of helping lenders enable people of all financial backgrounds to attain homeownership through smart mortgage strategies," said Mortgage Coach President Joe Puthur. "They have both brought immense value to our business and partners, and I am very proud to have them as a part of our team."

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model 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 conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty.

To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

Twitter: @MortgageCoach #mortgage

News from Mortgage Coach

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing.

Related link: https://mortgagecoach.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Depth Public Relations marks 15-year milestone serving mortgage industry fintech innovators

ATLANTA, Ga. /ScoopCloud/ -- Depth Public Relations, Inc. (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech) is celebrating the 15th anniversary of its launch during the Mortgage Bankers Association's Annual Convention & Expo 2021 in San Diego.

DepthPR's business model was conceived to fill a knowledge and service gap for growth-focused technology innovators driving the modernization and digitization of housing finance. Combining unrivaled strategic insights and top-shelf content development with native digital marketing acumen, DepthPR has a track record for fueling adoption of its clients' solutions and services from customer relationship management (CRM), appraisal and loan origination through mortgage servicing, quality control (QC) and capital markets.

DepthPR founder Kerri S. Milam launched the firm in 2006 for the simple reason that she knew she could "build a better mousetrap" based upon her breadth of experience encompassing global PR agencies, public policy, B2B technology innovation, state and local government, financial journalism, cause-related marketing and B2B consulting.

"We ventured out on our own and hitched our wagon to residential finance innovation out of a passion for housing as a key economic driver and an affinity for the tech innovators and visionaries driving its modernization," said Milam. "Building a business is a worthwhile challenge, and even more so if you build it where your heart and intelligence can work in concert. That is what we created, and also the kind of client we serve most effectively."

During the last decade and a half DepthPR has maintained its commitment to avoid working with its clients' direct competitors and to facilitate strategic cross-pollination across clientele - an added value that continues to set the agency apart. Further, the firm emphasizes integrated marketing planning and a project management approach to maximize sustained momentum, support strategic pivots, and ensure 360-degree accountability.

"It says a lot that DepthPR has been the IDS agency of record since 2009," said IDS CEO Mark Mackey. "During that 12-year relationship we have come to rely on their services and to value the way they collaborate with our internal marketing team to ensure we spotlight the reputation we've built with mortgage lenders, closing agents and our partners over more than 30 years."

Despite the pandemic, DepthPR grew its client roster by 17% in the past year, increased employee headcount by 30% and promoted two staff members. As DepthPR reflects on its successful 15 years and its cultivation of mortgage, housing, and financial technology expertise, it looks to broaden its client base among emerging regtech markets.

About DepthPR:

Depth Public Relations (DepthPR) is a leading provider of consultative marketing, public relations and reputation management services for the mortgage lending and residential finance industries. Since 2006, the firm has represented a clientele of established and emerging brands serving mortgage lenders, real estate professionals and appraisers. DepthPR is committed to serving the cause of digital innovation and to practicing the pay-it-forward principle alongside The Golden Rule. DepthPR is a member and supporter of the Mortgage Bankers Association, Housing Finance Strategies and The Mortgage Collaborative. For more information, visit https://www.depthpr.com/.

News from Depth Public Relations

Depth Public Relations, Inc. (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech) is celebrating the 15th anniversary of its launch during the Mortgage Bankers Association's Annual Convention & Expo 2021 in San Diego.

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

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Depth Public Relations promotes Johnna Szegda and Jenny Moss to client services director

ATLANTA, Ga. /ScoopCloud/ -- Depth Public Relations, Inc. (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech), today announced its promotion of two key staff members in time to celebrate at the Mortgage Bankers Association's Annual Convention & Expo 2021 in San Diego.

Promoted to client services director are Johnna Szegda and Jenny Moss, who both joined the firm in 2018 as client service managers and immediately assumed integral roles in the delivery of client-facing services including writing and content creation, industry media and grassroot relations and frontline client relationship management. In their elevated roles, Szegda and Moss are responsible for delivering deep strategic guidance and broader industry relations for their client relationships as well as supporting broader agency growth initiatives.

"Just to be clear, promoting both Johnna and Jenny is not the result of DepthPR's growth," said firm Founder and President Kerri S. Milam. "Rather, our firm is growing because Johnna and Jenny have put their shoulders and minds to the wheel in serving our clients, putting into practice our fundamental principles of strategic planning, project management, superior writing and content development and end-of-the-day accountability. That is why we have promoted them."

Szegda joined DepthPR in Q1 2018 following an initial six-month contract engagement with the firm. Previously, she served as program and operations coordinator for a not-for-profit focused on building women's political power and civic engagement. She served as a supplemental instructor for introductory philosophy courses as she earned her bachelor's degree in English at Georgia State University.

Moss joined DepthPR in Q4 2018 after serving as a marketing and communications specialist with a metro-Atlanta mortgage banking firm and as assistant director of media relations at Mercer University in Macon, Georgia. Moss holds a master's degree in sports management and policy and a bachelor's degree in public relations, both from The University of Georgia in Athens, Georgia.

"It has been a great pleasure working alongside Johnna and Jenny for the last three-plus years," said DepthPR Vice President of Client Services Leslie Colley. "These are women who put their shrewd minds and sharp pencils to work every day to create the best possible outcomes for our clients. They are also fabulously unique individuals who have contributed significantly to the culture of our growing agency. Their promotion is well deserved."

"I have had the privilege of watching Jenny and Johnna mature into zealous client advocates and astute PR practitioners," said DepthPR Vice President of Client Services Lindsey Neal.

"Their tenacity, creativity and attention to detail have played no small role in ensuring the success of our clients' initiatives and cementing DepthPR's reputation for excellence in the mortgage fintech industry. Quite simply, we would not be the agency we are today without them."

About DepthPR:

Depth Public Relations (DepthPR) is a leading provider of consultative marketing, public relations and reputation management services for the mortgage lending and residential finance industries. Since 2006, the firm has represented a clientele of established and emerging brands serving mortgage lenders, real estate professionals and appraisers. DepthPR is committed to serving the cause of digital innovation and to practicing the pay-it-forward principle alongside The Golden Rule. DepthPR is a member and supporter of the Mortgage Bankers Association, Housing Finance Strategies and The Mortgage Collaborative. For more information, visit https://www.depthpr.com/.

News from Depth Public Relations

Depth Public Relations, Inc. (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for mortgage fintech innovators, the residential finance industry and technology for emerging regulated markets (regtech), today announced its promotion of two key staff members in time to celebrate at the Mortgage Bankers Association's Annual Convention & Expo 2021 in San Diego.

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

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

HousingWire honors FormFree director of marketing Sarah Crossley as 2021 Rising Star

ATHENS, Ga. /ScoopCloud/ -- FormFree® today announced that HousingWire (HW), a leading publication in the mortgage and financial technology industries, has selected Director of Marketing Sarah Crossley as a 2021 HW Rising Star. Now in its eighth year, the HW Rising Stars award program recognizes industry professionals who are helping move markets forward daily.

In the last year, Crossley overhauled FormFree's graphic identity and corporate website to illustrate how the fintech firm is transforming mortgage credit decisioning - an initiative destined to be as impactful as FormFree's pioneering role as the first asset verification service to qualify for GSE reps and warrants relief. Through her inspiring collaboration with FormFree's executive team and its web design resources, Crossley wove the narrative of how FormFree's insight into each consumer's unique Financial DNA® produces actionable intelligence that fuels customer inclusion and acquisition.

"Sarah has created a world-class brand that boldly represents the organization and movement I have dedicated the last 13 years to building," said FormFree Founder and CEO Brent Chandler. "She is a natural-born relationship builder who has earned the trust and ear of the FormFree team, our clients and our most important partners."

"These Rising Stars are such an impressive group. Their hard work and resiliency is evident in the success they brought to their companies during a year that started off with shut downs and ended up with record origination volume," HousingWire Editor and Chief Sarah Wheeler said. "Usually, we think of Rising Stars as the future leaders of housing, but in many cases this year's winners are already leading out in significant ways."

The full list of 2021 HousingWire Rising Star honorees can be viewed at https://www.housingwire.com/

About FormFree®

FormFree® is a market-leading fintech company whose revolutionary products AccountChek® and Passport® make for a more inclusive credit decisioning landscape by enabling lenders to understand people's true ability to pay (ATP®). To date, thousands of U.S. lenders and brokers have ordered millions of FormFree's patented verification reports representing trillions of dollars in loan verifications. FormFree delights borrowers and lenders with a paperless experience, dramatically reduces origination timelines and offers automated analysis and standardized delivery to lenders and investors using a secure ReIssueKey®. For more information, visit https://www.formfree.com/ or follow FormFree on LinkedIn.

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 60,000 newsletter subscribers daily and over 7.5 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.

Twitter: @HousingWire #RisingStars @RealFormFree #mortgageindustry #fintech #financialinclusion

News from FormFree

FormFree® today announced that HousingWire (HW), a leading publication in the mortgage and financial technology industries, has selected Director of Marketing Sarah Crossley as a 2021 HW Rising Star. Now in its eighth year, the HW Rising Stars award program recognizes industry professionals who are helping move markets forward daily.

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

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Sales Boomerang and Insellerate combine real-time borrower intelligence and marketing automation to supercharge mortgage customer engagement

WASHINGTON, D.C. /ScoopCloud/ -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, has expanded its integration with leading mortgage customer experience platform Insellerate. By combining loan opportunity alerts from Sales Boomerang with Insellerate's automated, multi-channel marketing that spans phone, text, email, direct mail, social media and website retargeting, the technologies' seamless API integration enhances every stage of the borrower journey to help lenders increase customer retention and convert more leads to loans.

Sales Boomerang analyzes consumer and market data in real-time to alert lenders when a prospect or past customer is ready for a new loan. For example, when a consumer's credit activity indicates they may be mortgage shopping, or when their credit score improves, Sales Boomerang notifications allow loan officers to help borrowers apply for a loan for which they were previously not qualified. On average, lenders using Sales Boomerang improve their borrower retention by 11.66% and see a 20 to 40% average lift to loan volume.

"Between home purchases, refis and home-equity loans, the average consumer will do 11 mortgages in their lifetime," said Sales Boomerang CEO Alex Kutsishin. "Sales Boomerang's goal is to help lenders earn their customer's loyalty across all 11 loans by presenting meaningful financial opportunities at exactly the right time, every time. Our integration with Insellerate doesn't just make that kind of customer service possible, it makes it easy and efficient."

Built by mortgage professionals, Insellerate combines the customer relationship management (CRM) tools that are essential to loan officer success with a full range of customer engagement capabilities, including built-in lead management, sales enablement and automated marketing. The platform's rich content library and modern architecture are purpose-built to integrate seamlessly with any lender's existing tech stack, enabling Insellerate to deliver value from day one. Loan originators can even use Insellerate from a mobile device.

"Insellerate's comprehensive customer engagement toolset, combined with real-time opportunity alerts from Sales Boomerang, keeps lenders competitive in any market by helping originators find more opportunities, work more efficiently and close more loans," said Insellerate CEO Josh Friend.

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™.

About Insellerate:

Insellerate helps lenders close more loans through better borrower engagement. The mortgage industry's most innovative marketing and sales engagement platform. We deliver dynamic technology, strategy, and content for every channel of your business to ensure engagement throughout the borrower's journey. Insellerate integrates with the software that is powering your business today and into the future. Insellerate is a highly scalable, configurable, and modern platform that accelerates the sales process and generates repeat business. SOC 2 and SSAE 18 certified, Insellerate is built to satisfy the most closely regulated businesses, including banks with mortgage subsidiaries. For more information, visit https://insellerate.com/ or contact us at 855-973-1646.

Twitter: @SalesBoomerang @Insellerate #MortgageIndustry #MortgageMarketing #CustomerRetention #NoBorrowerLeftBehind

News from Sales Boomerang

Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, has expanded its integration with leading mortgage customer experience platform Insellerate.

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

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Mortgage Bankers Association Honors Top of Mind’s David Orsini as a 2021 Tech All-Star for Pioneering Advancements in Mortgage Marketing Technology

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 Chief Product Officer David Orsini has been named a 2021 Tech All-Star by the Mortgage Bankers Association (MBA).

Orsini was recognized for blazing the trail for mortgage marketing innovation by leading the development of Surefire CRM, the first CRM and marketing automation platform built specifically for the mortgage industry. In defining what a mortgage CRM and marketing automation platform should be, Orsini cemented innumerable innovative "firsts" as table-stakes capabilities. Notably, Orsini enabled Surefire as the first CRM to integrate with mortgage loan origination systems, enabling automation of in-process communication between loan officers and borrowers. Additionally, Orsini led Surefire as the first CRM to automate essential mortgage marketing compliance capabilities.

"From the beginning, David has had a knack for getting to the root of lender issues," said Top of Mind CEO Bill Hayes. "His vision and unique skill for transforming mortgage lenders' pain points into technology solutions have established Surefire as the gold standard for mortgage marketing. I cannot think of anyone more deserving of this honor."

Orsini also spearheaded bringing Top of Mind's Client for Life workflow to market. Client for Life is an automated workflow that carefully curates an award-winning mix of interactive emails, direct mail marketing, personalized voicemail recordings and dynamic text messaging to a borrower five years after closing. This loyalty-building workflow includes Power Calls, a feature that allows users to automate client and prospect telephone follow-up, and Power Messaging, a feature that keeps everyone on the same page with in-process updates delivered through text message.

"It has been a pleasure to develop groundbreaking technology and grow professionally within Top of Mind," said Orsini. "I'm both deeply humbled and re-energized by receiving this meaningful industry recognition. I look forward to continuing to innovate and to contribute to a maturing mortgage technology ecosystem."

For 20 years, the MBA has recognized outstanding mortgage technology leaders with the Tech All-Star Award program. 2021 Tech All-Star winners will be recognized at the MBA Spring Conference, April 20-22.

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 Surefire CRM 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 #digitalmortgage #MBASPRING21 @mortgagebankersassociation

News from Top of Mind Networks

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 Chief Product Officer David Orsini has been named a 2021 Tech All-Star by the Mortgage Bankers Association (MBA).

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

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Sales Boomerang Becomes Affiliate Member of ACUMA, Bringing New Tools for Member Retention to Credit Unions

WASHINGTON, D.C. /ScoopCloud/ -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, today announced it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member. As a member of ACUMA, Sales Boomerang provides tools for credit unions looking to improve member retention, increase member utilization of mortgage and home-equity loan programs and strengthen referral relationships with real estate agents.

Sales Boomerang alerts credit unions to their members' activity at the most advantageous times. For example, when a member's credit activity indicates they may be mortgage shopping, or when their credit score improves, Sales Boomerang notifications allow credit unions to help members apply for a loan for which they were previously not qualified. On average, credit unions using Sales Boomerang improve their member retention by 11.66% and see a 20 to 40% average lift to loan volume.

"We're proud to be an affiliate member of ACUMA and eager to help credit unions improve mortgage lending services to their members," said Sales Boomerang CEO Alex Kutsishin. "Bringing relevant loan options to members' attention at the most opportune time helps credit unions deliver on their mission. We're looking forward to helping CUs focus on what matters most: their members."

ACUMA is an organization of and for credit unions that brings together shared real estate lending and financing interests. ACUMA member organizations include federal- and state-chartered credit unions and Credit Union Service Organizations (CUSOs), mortgage insurance companies, secondary market investors and investment banking firms and mortgage technology firms.

"Our organization serves as a resource to thousands of credit union professionals and their primary suppliers to network, share knowledge, build relationships and grow market share," said Tracy J. Ashfield, ACUMA President. "We're pleased to present an additional resource to our members and extend Sales Boomerang a warm welcome."

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).

About ACUMA:

The American Credit Union Mortgage Association provides resources and education to credit unions aimed at streamlining performance, processes and procedures for real estate lending services. ACUMA's goal is to encourage credit unions to help more consumers get fairly priced and safe mortgage loans delivered locally, and in so doing, providing them with a pathway to the American dream of home ownership.

Twitter: @SalesBoomerang @ACUMACommunity #mortgageindustry #mortgagemarketing #customerretention #ACUMA

News from Sales Boomerang

Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, today announced it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member.

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

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Top of Mind Launches Mortgage Marketing University to Help Mortgage Professionals Expand Their Marketing Abilities

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 the launch of Mortgage Marketing University (MMU), a free program designed to help mortgage professionals take their marketing skills to the next level.

MMU's online curriculum features 15 courses covering a variety of topics, from how to build a lead-gen strategy to creating compliant content across multiple channels. Each course is designed to be completed in a single sitting, and students can earn a certificate of completion for each course by passing a multiple-choice assessment quiz.

According to CEO Bill Hayes, Top of Mind plans to expand the MMU curriculum over time. For now, course offerings include:

101-level courses
* Mortgage CRM
* Mortgage Landing Pages
* Mortgage Lead Generation

201-level courses
* Mortgage Email Marketing
* Mortgage Social Media Marketing
* Mortgage Marketing Content
* Mortgage Marketing Flyers

301-level courses
* Mortgage Marketing Plan
* Mortgage Marketing Compliance
* Mortgage Pipeline Management
* Mortgage Loan Origination Systems
* Mortgage Product Pricing Engines
* Retail Mortgage Marketing
* Wholesale Mortgage Marketing
* Consumer Direct Mortgage Marketing
* Mortgage Cross-Selling

"Mortgage Marketing University introduces key concepts of mortgage marketing. Experienced practitioners can use MMU to test their knowledge, while mortgage executives and loan originators will benefit from a better understanding of how mortgage marketing works," said Hayes. "Our goal with MMU is simple; we want to help mortgage professionals grow their careers and their businesses."

Learn more about the MMU at: https://www.topofmind.com/mortgage-marketing/

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 #MMU #mortgageeducation

*LOGO link for media: https://www.Send2Press.com/300dpi/21-0121s2p-tomn-mmu-logo-300dpi.jpg

News from Top of Mind Networks

Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Mortgage Marketing University (MMU), a free program designed to help mortgage professionals take their marketing skills to the next level.

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

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

VIP Mortgage Implements Surefire Power Messaging by Top of Mind, Generates Hundreds of Extra Deals in Q2 2020

ATLANTA, Ga. /ScoopCloud/ -- Arizona-based independent mortgage lender VIP Mortgage reported that it has generated hundreds of extra deals in Q2 of 2020 with the help of Surefire Power Messaging from Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry.

Surefire CRM is the most popular 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. Launched April 1, 2020, Power Messaging is a Surefire CRM feature that makes it easy for lenders to engage prospects and customers with personal and timely text message communications, giving lenders control over when, to whom and under which circumstances messages are sent. Lenders have the ability to automate text communication using conditional rules and advanced workflows.

An early adopter of Power Messaging, VIP Mortgage began using the feature in April 2020 to target refinance prospects. During Q2, loan officers (LOs) at VIP Mortgage closed an average of 56% more loans per month compared to LOs at similarly-sized peers who hadn't yet adopted Power Messaging. In all, VIP Mortgage's Power Messaging campaigns generated a total of 332 deals over the course of Q2, of which 38.6% converted to closed loans with an average loan amount of $303,000.

"Our LOs that have incorporated Power Messaging into their multimedia refi campaigns have experienced such great success that now any time an LO does a refi campaign, I recommend the use of Power Messaging as a best practice," said VIP Mortgage Director of Marketing Cheri Booth. "With Surefire CRM features like Power Messaging, we've been able to create a marketing service that our LOs absolutely love."

"Power Messaging enables lenders to deliver high-touch text communication at scale," said Top of Mind CEO Bill Hayes. "This feature is especially relevant in today's market because it can be built into automated workflows, which multiplies originator productivity."

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 @VIPMortgageInc #SurefireCRM

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

News from Top of Mind Networks

Arizona-based independent mortgage lender VIP Mortgage reported that it has generated hundreds of extra deals in Q2 of 2020 with the help of Surefire Power Messaging from Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry.

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

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

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

News from Top of Mind Networks

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/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Top of Mind Launches PartnerNetwork Offering Lenders and Referral Partners a Simple Solution for Managing RESPA Compliance and Co-Branded Marketing Collateral

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 launched PartnerNetwork, 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.

RESPA's guidelines, which prohibit lenders and real estate partners from receiving any "thing of value" in exchange for referrals, challenge lenders' ability to co-brand marketing material in an operationally pragmatic and compliant manner.

Lenders have typically responded by (1) eliminating co-branding initiatives altogether, thereby weakening marketing relationships in the name of risk mitigation; (2) fully leveraging marketing relationships and assuming the risk of co-branding missteps as a necessary cost of doing business; or (3) shouldering the substantial burden of calculating and recovering the value of each co-branded campaign from marketing partners. PartnerNetwork eliminates the need for mortgage lenders to choose between strong marketing relationships, regulatory compliance and operational ease by providing a simple, comprehensive solution for managing all co-branded marketing content.

Top of Mind has created the Surefire PartnerNetwork to enable digital value sharing of co-branded assets in the SurefireCRM platform. Lenders can control originators' ability to co-brand with marketing partners based on their approach to RESPA compliance and can easily identify partner participants in their database. Marketing partners do not have to repeat the registration process to co-brand with additional lender partners.

"We're very excited to offer a platform solution that allows our clients to manage RESPA compliance with control and confidence, not only for print marketing, but for digital marketing as well," said Top of Mind Co-founder and Chief Product Officer David Orsini. "This opens doors to new relationship-building opportunities for lenders who have been avoiding co-branding because of the complexity of RESPA compliance."

For more information about PartnerNetwork, please visit https://pages.topofmind.com/demo-partner-network.

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.

News from Top of Mind Networks

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 launched PartnerNetwork, 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.

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

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Depth Public Relations Names Leslie Colley Vice President of Client Services

ATLANTA, Ga. /ScoopCloud/ -- Depth Public Relations (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for the mortgage lending and residential finance industries, today announced its promotion of Leslie Colley to vice president of client services.

Colley, a strategic marketing advisor to digital innovators and professional services experts, has served DepthPR clients since 2009 as a consultant before transitioning to a full-time staff position in 2015. Her tenure has been marked by high-profile achievements on clients' behalf, including her ideation of resonant messaging campaigns to differentiate their solutions. A multiple award-winning copywriter, prior to joining DepthPR Colley delivered strategic planning and project management services at renowned global consulting firm Willis Towers Watson.

"Leslie has been an invaluable asset to our firm from day one and is proof positive that lightning can strike the same spot repeatedly," said DepthPR Founder and President Kerri S. Milam. "When we met Leslie in 2009, she delivered a particular set of high-value skills in SEO, website building and content creation. Soon it became clear that Leslie's talents and personality were a perfect fit for what we were building, and we set about making her an offer she could not refuse."

"There's a point when you cannot help asking yourself whether an employee has the luck of the draw, or whether there's another reason she has represented many of the best-known innovators in our clients' industries. It isn't simply that Leslie has a distinctive skillset, though she's certainly proven a superior thinker and writer. What Leslie brings to the field is the heart of a thoroughbred; she has an unrelenting drive for excellence," Milam added.

Colley holds a master's degree in communication management from the University of Southern California and a bachelor's degree in advanced rhetoric and composition from Georgia State University.

About DepthPR

Depth Public Relations (DepthPR) is a leading provider of consultative marketing, public relations and reputation management services for the mortgage lending and residential finance industries. Since 2006, the firm has represented a clientele of established and emerging brands serving mortgage lenders, real estate professionals and appraisers. DepthPR is committed to serving the cause of digital innovation and to practicing the pay-it-forward principle alongside The Golden Rule. DepthPR is a member and supporter of the Mortgage Bankers Association, an active participant in The Mortgage Collaborative and a proud annual sponsor of the Arizent Digital Mortgage Conference.

For more information, visit https://www.DepthPR.com/.

#DepthPR #MBAIMB20

*PHOTO link for media: https://www.Send2Press.com/300dpi/20-0203s2p-leslie-colley-300dpi.jpg

News from Depth Public Relations, LLC

Depth Public Relations (DepthPR), a leading provider of consultative marketing, public relations and reputation management services for the mortgage lending and residential finance industries, today announced its promotion of Leslie Colley to vice president of client services.

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

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

CardTapp and Top of Mind Offer Combined Solution Aimed at Improving Loan Officer Productivity and Lead Response Time

ATLANTA, Ga. /ScoopCloud/ -- CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry. The integration brings together Surefire's new Power Calls capability with CardTapp's digital assistant solution to increase loan officer productivity and enable speedier borrower outreach.

CardTapp's digital assistant technology connects loan officers, referral partners and borrowers to simplify communications and deliver services just in time. Surefire's new Power Calls feature improves the speed and ease with which loan officers reach out to borrowers, enabling them to convert more leads into loans.

Surefire's modern tech stack enables a rich, bidirectional connection between the two applications, with fully automated delivery of a loan officer's personal CardTapp app to potential borrowers as leads arrive in Surefire.

The integration also supports CardTapp's simplified referral system. Referrals generated in CardTapp are automatically incorporated into Surefire, eliminating the time and potential for error associated with manual data entry.

"The integration between CardTapp and Top of Mind exemplifies the passion both our companies have for exceeding customer expectations and equipping loan officers with tools that both maximize conversion in the short term and contribute to repeat business and referrals for higher lifetime customer value," said Top of Mind Chief Product Officer David Orisini.

"Understanding borrower behavior prior to any mortgage transaction is at the heart of CardTapp," said Ben Brashen, CardTapp's CEO. "Our integration with Surefire by Top of Mind allows companies to leverage that understanding to create more meaningful interactions between consumers and loan officers, ultimately improving the customer experience and closing more deals."

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) 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.

News from Top of Mind Networks

CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry. The integration brings together Surefire's new Power Calls capability with CardTapp's digital assistant solution to increase loan officer productivity and enable speedier borrower outreach.

Related link:

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

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

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced that its Surefire CRM is ready to help mortgage lenders meet their obligations under the California Consumer Privacy Act (CCPA).

Effective January 1, 2020, the CCPA will impose significant new obligations on covered businesses, including mortgage lenders nationwide that do business in California. The law grants California consumers the right to know what information businesses collect about them. It also gives consumers the right to have their records purged from business databases, including CRMs, upon request, and consumers can opt out of having their information sold. Businesses cannot discriminate against consumers who exercise any of their rights under the CCPA.

Top of Mind's CCPA Guide gives Surefire customers an overview of the law and outlines the internal and external processes mortgage lenders should review to ensure they are CCPA-compliant. The guide also tells Surefire customers what to do if they receive a CCPA request from a consumer.

"Our customers can rest assured that the Top of Mind team is fully prepared to handle all CCPA requests ahead of the law's effective date," said Top of Mind Chief Product Officer David Orisini. "Surefire gives mortgage lenders the flexibility to retain consumer marketing history as required by existing laws while simultaneously allowing them to delete consumer information when required under CCPA."

CCPA-readiness is the latest addition to Top of Mind's full suite of compliance solutions. Surefire automates such essential compliance capabilities as approvals management for changes to print and digital assets; state-by-state licensing disclosures; review of rates displayed to leads and prospects; and full audit support.

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 #topofmind #mortgagecompliance #CCPA #mortgagemarketing

News from Top of Mind Networks

Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced that its Surefire CRM is ready to help mortgage lenders meet their obligations under the California Consumer Privacy Act (CCPA).

Related link:

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.