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Ensure timely follow-up with potential clients, current clients, and referral partners with easy-to-follow cues and notifications.
Enforce consistency and compliance with corporate-approved messaging. Keep new leads warm and current clients engaged with drip and nurture emails.
Give Loan Officers the tools to make the most of their partner relationships. Keep referrals coming by automatically keeping referral partners in the loop. Give loan officers visibility into partner performance for better decision making.
Close more loans by giving borrowers a modern lending experience on their favorite devices. Tailored, dynamic, and visual loan presentations are updated in real-time so there is no need to send multiple documents every time something changes.
- Jeff Richard, Midwest Regional Marketing Manager MCS Mortgage Bankers.
- Corporate Leadership
- Loan Officer