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What Mortgage Loan Officers Really Need From a CRM

What Mortgage Loan Officers Really Need From a CRM A CRM aligned to the needs of a mortgage loan officer (MLO) can make or break lead conversion. Simply put, if leads aren’t properly managed, conversion rates suffer. Understandably, staying in touch with dozens or even hundreds of people on a regular basis can be a difficult task, and the last thing MLOs

Homebuyers and the Mortgage Industry: Bracing for the Changing Borrower Profile

Homebuyers and the Mortgage Industry: Bracing for the Changing Borrower Profile Now that recovery from the 2008 financial crisis is well underway, property prices and mortgage rates are on the rise once again. According to the Federal Reserve, mortgage debt totaled more than $14.4 trillion by the first quarter of 2017, and that number has steadily climbed over the past few years. Since

How Data-driven Relationships Enhance the Customer Experience

How Data-driven Relationships Enhance the Customer Experience More than half of business owners plan to “take action” in the near future so they can better understand their customers: what they want, how they think and how they can best be served. “Taking action” isn’t as easy as reading a study or sending out a survey, but it’s simpler than you may think.

Convert Tenant Leads to Leases in Hours, Not Days

Convert Tenant Leads to Leases in Hours, Not Days Leasing Agents at Property Management companies share two common goals – to maintain a high occupancy rate, and to lease units as quickly as possible to minimize vacancy loss. The key difference today is how agents are accomplishing this goal.   Consulting with real estate operators at Fortimize, we have encountered companies operating solely

Fortimize’s company culture

How Fortimize’s company culture positions clients for incredible results At Fortimize, we know that our clients have one major goal: to see results. We, too, have one major goal: to craft the tech solutions our clients need to see those results.   We understand that the goals are different for each business in the financial and real estate industry. One may want to

Achieve Your Goals Faster with Agile

Achieve Your Goals Faster with Agile Many people within the software industry are familiar with using the agile structure in development because it helps teams create new software products and processes quickly and efficiently. However, the idea behind agile did not start with software. In a fascinating article in the Harvard Business Review, Darrell K Rigby, Jeff Sutherland, and Hirotaka Takeuchi, agile

Fortimize Now A Salesforce Financial Services Cloud Launch Partner

Fortimize Now A Salesforce Financial Services Cloud Launch Partner Fortimize Extends Reach of Salesforce Financial Services Cloud With Access To Business Process and Technology Experts Who Optimize Growth For Financial Services Organizations SAN FRANCISCO – Mar. 9, 2016 – Fortimize today announced it is extending the reach of Salesforce Financial Services Cloud with services experts who are well-versed in complex business processes

Case Study: Holualoa Companies

Case Study: Holualoa Companies Industry: Real Estate Investment Trusts “The Fortimize team was able to understand the complex business processes of our real estate investment firm… Now we can track deal information in acquisition, asset management and investment pipelines, as well as investor and potential investor correspondence and documentation.” Holualoa Companies is an international real estate investment firm providing return on investment through intensive

Fortimize Partners With Successful Mortgage Originator

Fortimize Partners With Successful Mortgage Originator The Fortimize team is excited to work with our newest client to evaluate a Salesforce implementation to further their success. Bank of Manhattan is a business bank that specializes in small and medium size wholesale business and entrepreneurs, and is constantly seeking to further their technological development. Because of this, BoM has looked to Fortimize’s expertise

Collaboration Wins!

Collaboration Wins! Compete or cooperate? We are made to work in community and we thrive in a collaborative environment. When we value our different and complementary abilities, we can accomplish amazing things–together! The evidence is in–check out this compelling TED talk. Back to Blog

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