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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 Finastra Originate Mortgagebot?

Finastra Originate Mortgagebot is a powerful, cloud-based solution tailored to streamline the mortgage lending process from the initial application to post-closing activities. By automating critical functions such as credit evaluations, compliance verifications, and document generation, it significantly speeds up loan processing times while reducing the reliance on manual tasks. This platform not only ensures a seamless experience for borrowers but also enhances IT management through strong integrations with point-of-sale (POS) and loan origination systems (LOS), along with open connections to a diverse array of over 100 fintech partners. Moreover, it features a flexible compliance framework that can adjust to changing regulations and internal standards. The cloud-based design also ensures secure data management and detailed audit trails, allowing financial institutions to operate efficiently and confidently. Beyond that, its cutting-edge features are crafted to adapt to shifts in the industry, enabling users to maintain their competitive edge in an ever-evolving market landscape. As a result, the platform is well-equipped to meet the future demands of the mortgage lending sector.

Media

Media

No images available

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TrustEngine

Date Founded

2022

Company Location

United States

Company Website

trustengine.com/sales-boomerang/

Company Facts

Organization Name

Finastra

Date Founded

2017

Company Location

United Kingdom

Company Website

www.finastra.com/lending/solutions/originate-mortgagebot

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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