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What is Sales Boomerang?

Gain insight into your customers' current stages in their journey and pinpoint their next moves to cultivate lifelong borrowers. Sales Boomerang provides essential borrower insights to a wide range of leading lenders in the industry. Our software-as-a-service platform simplifies the generation of qualified leads within your existing CRM, while also capitalizing on the invaluable data it contains. This cutting-edge tool converts your mortgage lending operation into a center of customer success by equipping your team to engage at the most opportune times. By utilizing comprehensive data and sophisticated machine learning, Sales Boomerang delivers timely automated alerts to loan officers about significant developments such as mortgage inquiries, shifts in credit scores, rising equity, and other important life events. Additionally, this solution merges customer analytics with engagement automation and borrower intelligence, ensuring that your teams interact with customers exactly when needed throughout their journey. This proactive approach not only strengthens relationships but also elevates overall customer satisfaction and loyalty. Ultimately, fostering these connections can lead to enhanced retention rates and a more robust lending portfolio.

What is Evergrow?

We are thrilled to announce the upcoming details of our new initiatives. Our dedicated team will provide you with tailored quotes to help you take advantage of the tax credits you qualify for. When you are ready, we will offer a reliable, bankable commitment to assist you in monetizing these credits effectively. We handle due diligence in-house, cover most closing costs, and guide you through the entire process via our user-friendly software portal. Rather than simply listing your credits and waiting for offers from potential buyers, you will have the opportunity to interact directly with Evergrow to obtain a competitive proposal for your credits. We establish a clear price, perform comprehensive diligence on your project, and manage the transaction until the final payment is made. It's crucial to understand that Evergrow does not engage in equity investments or extend loans; our focus is solely on facilitating the monetization of renewable energy tax credits under the transfer provisions of the Inflation Reduction Act. We are committed to making the entire process as smooth and efficient as possible for our clients, ensuring they can maximize the benefits of available tax incentives while providing them with regular updates throughout their journey.

Media

Media

Integrations Supported

BNTouch Mortgage CRM
Cimmaron Mortgage Manager
HubSpot CRM
HubSpot Customer Platform
Jornaya
LeadMailbox
Loangility
Mortgage iQ
Nomis Solutions
Salesforce
Sugar Connect
TrustEngine
Usherpa
Velocify
Volly

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

TrustEngine

Date Founded

2022

Company Location

United States

Company Website

trustengine.com/sales-boomerang/

Company Facts

Organization Name

Evergrow

Company Website

www.evergrow.com

Categories and Features

Mortgage and Loans

Not specified

Categories and Features

Employee Recognition

Not specified

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