How Mortgage Lenders Can Attract Borrowers

Mortgage lenders face the tremendous challenge of marketing to borrowers who may be hesitant to commit to such a large purchase. Mortgage applications are down 23 percent over last year, even as rates remain low, and home ownership has dipped in general, down to 63.7 percent in 2015. First-time homeowners are also on the decline; […]

What Mortgage Loan Officers Really Need From a CRM

What Does a CRM Actually Do For Loan Originators? The more you are engaged with your applicants and partners throughout the origination process, the stronger your pull-through! What if your Customer Relationship Management (CRM) platform could… Manage your leads, applicants, referral sources, vendors and back office staff in one platform? Communicate securely, personalized and tailored […]

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 the property bubble […]

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 […]

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins