IRVINE, Calif., March 1, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an enhanced integration with Surefire, Black Knightās customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry. The enhancement enables lenders to execute marketing campaigns that help convert borrowers at scale with Mortgage Coach Total Cost Analysis (TCA)-embedded marketing content.
Surefire is Black Knightās CRM and mortgage marketing engine that helps lenders of all sizes win new business, earn repeat business and generate referral business. Through Surefireās integration with Mortgage Coach, TCA-enriched, text- and email-marketing content that engages borrowers with interactive loan comparisons is now available to mutual customers in Surefireās creative asset library. The integration also enables lenders to leverage Surefireās marketing automation capabilities to build TCA-enriched content into prospect, nurture and Client for Life workflows, as well as deploy targeted campaigns on a one-off basis.
āCombining Mortgage Coachās TCAs with Surefireās intelligent marketing workflows equips lenders to engage borrowers at any stage in the homeownership lifecycle with the education they crave via their communication channel of choice,ā said Mortgage Coach President Joe Puthur. āEmpowering borrowers to compare the merits of multiple financial products positions loan originators as highly trusted advisors that can provide counsel, not just pricing.ā
āOur integration with Mortgage Coach allows Surefire users to seamlessly engage prospects with valuable education on how the type of loan they select impacts their financial outcome ā information they may not have seen before,ā said Erik Enright, Managing Director of Surefire CRM and Mortgage Marketing for Black Knight. āWe are excited about this integration that makes it easy for loan officers to provide personalized lending education.ā
The release of TCA-enriched creative content builds upon Mortgage Coachās existing integration with Surefire, which enables lenders to generate TCAs prefilled with borrowersā current loan and financial data from Surefireās dashboard. Currently, lenders can generate seven types of TCA comparisons in Surefire, including the purchase power analysis, move-up analysis and annual mortgage review.
About Mortgage Coach
Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The companyās side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.
Twitter: @MortgageCoach @mortgagecrm @Black_KnightInc #loanoriginator #digitalmortgage
Media Contact:
Johnna Szegda
DepthPR for Mortgage Coach
Johnna@DepthPR.com
(470) 778-9989
News Source: ARCHIVAL PRESS RELEASES
