Change the way your branch maximizes ROI and brand equity

Because our process and technology have been constantly refined, we possess the best practice insight to help branches become more competitive—by enabling faster response time, delivering more efficient customer service, boosting brand recognition, and reducing costs.

Capture the cross-sell with immediate decisioning

More than anything else, it’s imperative to provide a platform that delivers a fast loan decision. Our inbound teleservices solution maximizes your mortgage cross-sell potential with a warm hand-off experience from the branch. They can also send electronic referrals with customer data and preliminary information to specific Loan Officers. Using our proprietary technology, we can deliver a consultative, more personalized experience rather than a generic, mechanical approach. Our team members work toward conversion rates with proven strategies that sell. For larger financial institutions, we offer dedicated teams who are trained in the specifics of their unique culture.

Deliver a fast response with our web platform

With our web-based origination platform, employees have access to an easy-to-use, web interface that provides a decision where they need it—at the point of sale. Once an application is submitted, employees can track the progress of their customers’ loan from start to finish. It also offers full viewing of pipeline information. To ensure complete user adoption, employees are empowered with comprehensive sales and technology training.

At the click of a button, our web-based point-of-sale technology allows you to:

	Reduce response time for approvals
	Boost productivity
	Improve communication, accuracy, and service levels
	Automate workflow

Empower your customer with branded online access

Our websites provide customers with flexibility and convenience while helping financial institutions expand their sales to a new channel. Via an intuitive web interface, customers receive fast loan decisions, and when approved, can view all the different programs for which they qualify.

Customers can also access educational information that prepares them for the mortgage loan process. We provide simple, clear-cut explanations of every step along the way to make the process feel less overwhelming.

It’s a robust experience with live rates, refinance and affordability calculators, research tools, glossary, live chat, and other product information. Customers can access loan status as well as print out their own approvals letters and GFE. We also offer customization of our sites to give customers a truly branded experience. It’s like an extension of the experience they would get in the branch. Branded support team guarantees same-day decisions and if necessary customers have access to a live person for assistance.

Enable Loan Officers with powerful sales tools and support

To ensure Loan Officers maximize their mortgage market share, we provide a variety of tools and support for a smoother, more productive loan process.

To increase mobility and establish a closer bond with customers, we equip them with leading-edge technology for their laptops. The software is easy to use and helps them quickly put together different financing scenarios, keep track of their pipeline, more accurately estimate GFEs, and maximize their selling potential. Because the technology is so intuitive, branch managers and other branch employees can also use it, which can lead to increased mortgage sales volume and productivity.

Most importantly, we pro-actively follow-up on customer paperwork and other closing details so your Loan Officers can focus on what they do best — selling mortgages.

To help Loan Officers better identify mortgage selling opportunities, and create more awareness about home buying, we offer robust training techniques, which provide scenarios and tools to help Loan Officer build stronger relationships outside the branch and better leverage service guarantees.

Help Financial Advisors cross-sell your financial services

Because Financial Advisors manage a customer’s evolving financial assets, they’re in a unique position to leverage the mortgage platform to cross-sell additional financial services and focus on building stronger customer relationships. Mortgage financing creates a prime audience to help you better retain your customers, potentially leading to more management of assets. To help them grow mortgage market share, we equip Financial Advisors with dedicated support via 1-to-1 relationships with our loan consultants as well as easy-to-use, web-based mortgage planning tools and 800 numbers.

Push selling to a new level with branded marketing support

We possess a robust repository of mortgage marketing best practices that can be used to build brand awareness and drive customers through your mortgage program.

As part of a holistic market strategy, we offer expertise tipsheets, signage guidelines, flyers, banners, brochures, newspaper and magazine ads, direct mail, internet advertising, on-hold messaging, video presentations, and more. Our account executives can help you strategize an ongoing marketing campaign to grow your mortgage program and the revenue it produces.

Explore how we quickly move customers to closing with our efficient Loan Processing.