Integrations

Close more unique down payment loans using a Total Cost Analysis with real-time access to RateStar℠ and to live RateStar℠ quotes without ever having to leave the system with the Mortgage Coach and Arch MI integration. This integration allows the borrower to understand exactly how MI factors into the short-term monthly payment and how it can help drive long-term financial savings.

Sales Boomerang and Big Purple Dot have a seamless two-way integration for a lender database. The easy-to-use interface allows lenders to determine which records Sales Boomerang monitor for tracking and which tags are automatically applied (once set) in the solution when alerts are triggered. Lenders are notified when Big Purple receives alerts in the solution and can leverage push notifications via the mobile app as well. Sales Boomerang’s alert activity empowers lenders to expand outreach efforts to borrowers to take action through drip campaigns within the CRM.

Outgoing Sales Boomerang alerts are delivered with the contact and mortgage data into BNTouch. The client can set up automated email or text campaigns with BNTouch to take action off these alerts.

Reduce data entry and track presentation history with the Mortgage Coach and BNTouch integration. This integration enables you to send borrower and loan information through the Mortgage Coach interface to start a client record. After you create your Total Cost Analysis, it is logged in BNTouch, where you can then add video or email directly – a seamless experience that will save you time.

Sales Boomerang integrates with Bonzo to feed marketing automation campaigns based on the alerts you receive. There are many pre-built templates to jump-start your use of these products together.

Sales Boomerang delivers alerts that trigger activity on the lenders’ specific watch types to the CRM. Each alert provides the borrowers’ contact and mortgage details. The CRM empowers lenders to take action by creating automated email or SMS text campaigns within the CRM based on the Sales Boomerang alerts.

Save time, effort and energy through elimination of redundant data entry with the Mortgage Coach and Cimmaron integration. This integration offers manual and automated options for the creation of a Total Cost Analysis at any stage of the loan process—at point of sale for new loans or annual mortgage review for post-closing analysis. You will also reduce loan acquisition costs by leveraging past customer data.

Deliver real-time and accurate closing cost data to your borrowers within the Total Cost Analysis with the Mortgage Coach and ClosingCorp’s SmartFees integration. This streamlined integration allows the loan originator to be more productive and the lender to be more profitable thanks to real-time, accurate loan advice being captured in the TCA. Not only is the lender assured that compliant and accurate information is delivered to borrowers, but redundant data entry is also reduced, allowing for increased productivity and faster borrower conversion.

Convert borrowers faster and easier with the Mortgage Coach and Encompass by ICE Mortgage Technology integration. Through this integration, redundant data entry is eliminated as information from Encompass is automatically exported to Mortgage Coach without the need to log in to multiple systems. Enhance your customer service by responding to borrower requests for home loan financing with trusted advice anytime, anywhere and on any device.

Gain brand reputation and accurate, trusted loan advice in one with the Mortgage Coach and Experience.com integration. The integration gives you a lending professional’s most recent positive homebuyer review within every Total Cost Analysis and provides a single click to link to more reviews, without ever leaving the TCA. You can leverage reputation management and borrower commitment with the TCA to convert borrowers faster and easier.

Incorporate accurate title fees into your Total Cost Analysis and provide borrowers increased transparency into their closing costs with the Mortgage Coach and First American Title Insurance Company integration. This transparency into loan fees, coupled with consultative education, empowers consumers to make milestone financial decisions with confidence and create customers for life.

Increase borrower referrals by enabling homeowners to compare refinance and home equity scenarios directly from the HomeBinder home management portal with the HomeBinder and Mortgage Coach integration. Proactively engaging homeowners by uploading a Total Cost Analysis into the client’s HomeBinder allows them to see the benefit of a future transaction or reinvestment and results in increased conversion and borrower referrals for mortgage lenders.

Boost your pipeline with past client opportunities with the Mortgage Coach and Homebot integration. Through this integration, you can automatically create a Total Cost Analysis specific to the borrower’s current loan, tappable equity and other loan strategies for wealth building. The loan originator can then continue to personalize a loan strategy and narrate the TCA details to engage the borrower, which leads to new opportunities and more leads.

Sales Boomerang delivers alerts that trigger activity on the lenders’ specific watch types to the CRM. Each alert provides the borrowers’ contact and mortgage details. The CRM empowers lenders to take action by creating automated email or SMS text campaigns within the CRM based on the Sales Boomerang alerts.

Integrating Sales Boomerang with your Insellerate Customer Relationship Management (CRM) delivers timely borrower intelligence directly to your inFlow lead queue. Loan Officers can access that intelligence without the friction of learning or logging into a new system, leveraging it for direct outreach and/or automated journeys for borrowers and prospects.

Alerts are posted to a custom Sales Boomerang Alerts object within the CRM when triggered. The object (once set up) allows lenders to view at a glance all the Sales Boomerang alert activity. The CRM allows lenders to generate automated email campaigns for outreach and create report dashboards based on the alerts’ performance within Salesforce.

Sales Boomerang delivers alerts that trigger activity on the lenders’ specific watch types to the CRM. Each alert provides the borrowers’ contact and mortgage details. The CRM empowers lenders to take action by creating automated email or SMS text campaigns within the CRM based on the Sales Boomerang alerts.

Lender Price’s innovative solutions have empowered top banks, credit unions, and mortgage lenders to provide borrowers with accurate rate information, a superior pricing experience, and a wide selection of loan products from which to choose. Their award-winning Product & Pricing Engine (PPE) enables mortgage lenders of all sizes to leverage modern and trusted technology that is helping them win additional business, reduce cost, and stay competitive in an ever-changing market.

Help homebuyers with high federal student loan debt achieve homeownership by lowering DTI and unlocking improved home financing options with the Mortgage Coach and LoanSense integration. This integration equips mortgage lenders to help homebuyers with high monthly federal student loan payments achieve better home financing outcomes by enrolling in federal student loan Income Driven Repayment (IDR) plans and Public Service Forgiveness (PLSF).

Generate a more complete and accurate Total Cost Analysis for your borrower with the Mortgage Coach and LodeStar Loan Estimator integration. This integration gives you access to a TRID compliant calculator to deliver and import accurate fees into every TCA, reducing “unwanted surprises” for the borrower at the closing table, saving you both time and money.

Reduce the amount of time it takes to make homeownership a reality with the Mortgage Coach and MGIC integration. This integration allows you to analyze the savings and cost of loans with mortgage insurance as options to various conventional down payment scenarios, giving borrowers a more accurate analysis of how loan options with mortgage insurance support their short-term and long-term goals for homeownership.

Sales Boomerang delivers alerts that trigger activity on the lenders’ specific watch types to the CRM. Each alert provides the borrowers’ contact and mortgage details. The CRM empowers lenders to take action by creating automated email or SMS text campaigns within the CRM based on the Sales Boomerang alerts.

Increase pull-through, loan level profitability and production with the Mortgage Coach and Motivity integration. This integration gives you detailed insight into borrower behavior, conversion percentages and lift in production through visual dashboards, which will help you reduce the number of days it takes for a homebuyer to commit.

Deliver personalized National MI Rate GPS® risk-based pricing options without ever leaving the Mortgage Coach platform with the Mortgage Coach and National MI integration. Borrowers can instantly view a side-by-side comparison of loan options to clearly understand the impact of private MI and the additional affordability it can offer over the life of the mortgage loan.

The Sales Boomerang integration with Optimal Blue enables a daily pull of prevailing rates available on a number of common scenarios. Sales Boomerang then uses that rate information to help inform the alerting engine in order to show meaningful alerts that observe today’s rate conditions for max borrower benefit.

Convert loans faster, easier and more accurately with the Mortgage Coach and Optimal Blue integration. This two-way integration allows you to run informative, side-by-side comparisons in real time that highlight multiple loan programs and comprehensive pricing in just seconds. Combining the sophisticated product and pricing data at the heart of every mortgage transaction with a compelling borrower experience is a game-changer for the industry.

Lenders invest significant time and money into building diverse portfolios of loan products designed to meet borrowers’ unique needs, yet those products often sit underutilized. This seamless API integration feeds real-time data from Polly’s sophisticated, cloud-native Product and Pricing Engine (PPE) into Mortgage Coach Total Cost Analysis (TCA) presentations, enabling highly accurate, side-by-side home loan comparisons that give borrowers the confidence to move forward with the financial products that best meet their needs.

Alerts are posted to a custom Sales Boomerang Alerts object within the CRM when triggered. The object (once set up) allows lenders to view at a glance all the Sales Boomerang alert activity. The CRM allows lenders to generate automated email campaigns for outreach and create report dashboards based on the alerts’ performance within Salesforce.

Improve pull-through to increase conversions and enhance the borrower experience with the Mortgage Coach and SimpleNexus integration. The two-way integration automatically creates a Total Cost Analysis for every borrower application submitted through the SimpleNexus point-of-sale solution, where you can then personalize and narrate the TCA, anytime, anywhere. This seamless integration makes it easier than ever to turn leads into loans.

Sales Boomerang delivers alerts that trigger activity on the lenders’ specific watch types to the CRM. Each alert provides the borrowers’ contact and mortgage details. The CRM empowers lenders to take action by creating automated email or SMS text campaigns within the CRM based on the Sales Boomerang alerts.

Work smarter, maximize efficiency and convert more borrowers with the Mortgage Coach, Sales Boomerang, and Surefire by Top of Mind integrations. This integration allows you to create a Total Cost Analysis and share it with borrowers looking for home loan financing from within the contact record in the marketing automation platform. With a single sign-on, you can streamline work and share expert advice as borrowers look for the best loan option to fit their financial needs and goals.

Integrating Sales Boomerang with your Total Expert CRM delivers timely borrower intelligence directly to your User View inside the Contact Record. Users can access that intelligence without the friction of learning or logging into a new system, leveraging it for direct outreach and/or automated journeys for borrowers and prospects.

Uncover additional production and referral opportunities, manage long-term relationships and reduce manual intervention with the Mortgage Coach and Total Expert integration. This integration allows you to receive an automated marketing campaign that sends Annual Mortgage Reviews to past clients along with a custom Total Cost Analysis presentation, anytime, anywhere.

Save time, close more loans and boost customer satisfaction with the Mortgage Coach and Unify integration. This integration allows you to build multiple loan scenarios for home purchases or refinances, where you can use the integration entirely from the Unify interface without ever having to log into Mortgage Coach.

Integrating Sales Boomerang with your Usherpa CRM delivers timely borrower alerts directly to your Usherpa dashboard, under the Sales Boomerang tab inside the Contact Record. Users can access those alerts without the friction of learning or logging into a new system, leveraging them for direct outreach and/or automations for borrowers and prospects.

Close more loans with less effort by automating the process of staying in touch with prospects, current clients and past clients with the Mortgage Coach and Usherpa integration. This integration offers you a streamlined workflow to automate the creation of a Total Cost Analysis within the Usherpa user interface. In just a few easy steps, the borrower’s information is automatically sent to Mortgage Coach and a Total Cost Analysis is ready for viewing and sharing.

Build strong relationships, close more loans and lower marketing costs with the Mortgage Coach and Velma integration. This seamless integration allows you to easily select a borrower from within the Velma interface and start a new proposed or closed loan Total Cost Analysis. Maximize your daily productivity and save time through this one-click integrated automation.

Integrating Sales Boomerang with your Velocity CRM delivers timely borrower alerts directly to your leads within Velocify. Users can access those alerts without the friction of learning or logging into a new system, leveraging them for direct outreach and/or automated marketing campaigns for borrowers and prospects.