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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
A specialized CRM and customer engagement solution designed to foster growth and build loyalty among contemporary lenders and financial organizations. As housing prices reach unprecedented heights, interest rates climb, and inventory remains scarce, many borrowers find themselves uncertain about how to realize their aspirations of homeownership. Even with a notable decline in mortgage applications, owning a home remains a crucial investment in the United States. In a conversation with Global Markets Reporter Jill Malandrino, Joe Welu, the Founder and CEO of Total Expert, discussed strategies for lenders to maintain engagement with prospective homebuyers and support their dreams of owning a home. The Total Expert platform is meticulously crafted to cater to the specific requirements of lending and financial institutions, ensuring that digital interactions are as impactful as traditional face-to-face experiences while emphasizing scalable personalization. This approach not only enhances customer relationships but also positions lenders to effectively navigate the complexities of today's housing market.
API Access
Has API
No
API Access
Has API
No
Integrations
BNTouch Mortgage CRM
Yes
Capacity
No
Cimmaron Mortgage Manager
Yes
Cyclr
No
Denim Social
No
Facebook
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Insider One
No
Jornaya
Yes
Integrations
BNTouch Mortgage CRM
No
Capacity
Yes
Cimmaron Mortgage Manager
No
Cyclr
Yes
Denim Social
Yes
Facebook
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
Insider One
Yes
Jornaya
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$69 per user per month
Free Trial
Yes
Free Version
Yes
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
No
iPad App
No
Android App
No
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
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
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
Total Expert
Website
totalexpertinc.com
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
Real Estate Agency
Calendar Management
Yes
Client / Property Matching
No
Client Database
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
No
Email Marketing
Yes
Flyer / Catalog Printing
Yes
Lead Management
Yes
Listing Management
Yes
Property Database
Yes
Website Management
Yes
