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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.
Description
StreamLoan streamlines lead management and mortgage origination by connecting loan officers, borrowers, and real estate agents to expedite the conversion of leads into loans through comprehensive automation. Our technology, designed for both mobile and web platforms, is user-friendly, efficient, and can be utilized seamlessly, whether at the office or while attending a child's swim practice, benefiting all involved parties and leading to a higher number of closed loans. Achieve significant business outcomes, boost revenue, finalize more loans, and enhance the overall borrower experience while minimizing costs. Effortlessly communicate and keep a secure, complete record of all interactions related to a file. Utilize real-time chat and notifications to collaborate with all parties, ensuring that every discussion is organized in one centralized hub with access for all relevant stakeholders. Maintain compliance with communication standards through secure and encrypted channels, eliminating the risks associated with unprotected SMS messages and ensuring that no updates from co-borrowers are overlooked due to communication gaps. In this manner, StreamLoan not only enhances efficiency but also fosters stronger relationships among all parties involved in the loan process.
API Access
Has API
No
API Access
Has API
No
Integrations
BNTouch Mortgage CRM
Yes
Cimmaron Mortgage Manager
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Jornaya
Yes
LeadMailbox
Yes
Loangility
Yes
Mortgage iQ
Yes
Nomis Solutions
Yes
Salesforce
Yes
Integrations
BNTouch Mortgage CRM
No
Cimmaron Mortgage Manager
No
HubSpot CRM
No
HubSpot Customer Platform
No
Jornaya
No
LeadMailbox
No
Loangility
No
Mortgage iQ
No
Nomis Solutions
No
Salesforce
No
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
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
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
TrustEngine
Founded
2022
Country
United States
Website
trustengine.com/sales-boomerang/
Vendor Details
Company Name
StreamLoan
Founded
2015
Country
United States
Website
www.streamloan.io
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
Product Features
Mortgage and Loans
Amortization Schedule
Yes
Client Database
Yes
Closing Documents
Yes
Commercial Mortgages
Yes
Contact Management
No
Credit Reporting
No
Customer Statements
Yes
Document Management
Yes
Electronic Applications
Yes
Government Loans
Yes
Loan Origination
Yes
Loan Servicing
Yes
Pipeline Management
Yes
Pre-Qualification
Yes
Refinance Management
Yes
Residential Mortgages
Yes
