Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Welcome to a quicker and more streamlined loan experience. Point, the top loan origination system for mortgage brokers, efficiently manages the entire process from the first application right through to closing. Enjoy transparency with no unexpected fees or contracts required. Maintain uniformity by utilizing templates that help standardize borrower files, loan offerings, closing costs, and other essential elements. Collect, generate, and store pre-application information to assist in prequalifying potential borrowers. Enhance your connections with clients through marketing resources such as flyers for open houses, loan comparison tools, and pre-approval documentation. With over 200 integrated vendor partners, Point offers seamless access to services including credit reports, appraisals, asset verification, product pricing, eligibility checks, closing paperwork, and compliance assistance. A simple click establishes connections for you, enabling rapid data exchange with countless service providers, thus enhancing your operational efficiency. Embrace the future of mortgage processing with Point and watch your business thrive.

Description

Understand your customers' current positions in their journey and identify their next steps to secure lifelong borrowers. Sales Boomerang delivers vital borrower insights to numerous top-tier lenders across the industry spectrum. Our software as a service platform streamlines the process of generating qualified leads within your existing CRM while also monetizing the valuable data housed therein. This innovative tool transforms your mortgage lending operation into a hub of customer success by ensuring your team is strategically positioned to engage at optimal moments. By leveraging extensive data and advanced machine learning, Sales Boomerang sends loan officers timely automated notifications regarding significant events like mortgage inquiries, credit score changes, increased equity, and other critical life milestones. Furthermore, this solution integrates customer analytics with engagement automation and borrower intelligence, guaranteeing that your teams connect with customers at precisely the right moments throughout their journey. In doing so, it fosters deeper relationships and enhances overall customer satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BNTouch Mortgage CRM Yes 
Cimmaron Mortgage Manager Yes 
Calyx PointCentral Yes 
FirstClose Yes 
Jungo Mortgage CRM Yes 
Kinective Bridge Yes 
LeadMailbox No 
Loangility No 
MORTGAGESIMPLIFY Yes 
Nomis Solutions No 
Pre-Approve Me Yes 
QuickQual Yes 
Salesforce No 
Shape Software Yes 
Sugar Connect No 
Surefire CRM Yes 
Unify CRM Yes 
Usherpa No 
Velocify No 
Volly No 

Integrations

BNTouch Mortgage CRM Yes 
Cimmaron Mortgage Manager Yes 
Calyx PointCentral No 
FirstClose No 
Jungo Mortgage CRM No 
Kinective Bridge No 
LeadMailbox Yes 
Loangility Yes 
MORTGAGESIMPLIFY No 
Nomis Solutions Yes 
Pre-Approve Me No 
QuickQual No 
Salesforce Yes 
Shape Software No 
Sugar Connect Yes 
Surefire CRM No 
Unify CRM No 
Usherpa Yes 
Velocify Yes 
Volly Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Calyx Software

Founded

1998

Country

United States

Website

www.calyxsoftware.com

Vendor Details

Company Name

TrustEngine

Founded

2022

Country

United States

Website

trustengine.com/sales-boomerang/

Product Features

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents No 
Compliance Management No 
Customer Database Yes 
Digital Signature No 
Document Management Yes 
Fee Management No 
Loan Processing Yes 
Online Application Yes 

Mortgage and Loans

Amortization Schedule Yes 
Client Database No 
Closing Documents Yes 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting Yes 
Customer Statements No 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification Yes 
Refinance Management No 
Residential Mortgages Yes 

Product Features

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

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