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Description
Understand your customers' current positions in their journey and identify their next steps to secure lifelong borrowers. Sales Boomerang delivers vital borrower insights to numerous top-tier lenders across the industry spectrum. Our software as a service platform streamlines the process of generating qualified leads within your existing CRM while also monetizing the valuable data housed therein. This innovative tool transforms your mortgage lending operation into a hub of customer success by ensuring your team is strategically positioned to engage at optimal moments. By leveraging extensive data and advanced machine learning, Sales Boomerang sends loan officers timely automated notifications regarding significant events like mortgage inquiries, credit score changes, increased equity, and other critical life milestones. Furthermore, this solution integrates customer analytics with engagement automation and borrower intelligence, guaranteeing that your teams connect with customers at precisely the right moments throughout their journey. In doing so, it fosters deeper relationships and enhances overall customer satisfaction.
Description
Sonar is an innovative platform for mortgage experiences driven by AI, functioning as a sophisticated loan origination system that streamlines intricate mortgage workflows and merges point of sale LOS, customer relationship management, and pricing engine capabilities into one cohesive cloud-based solution designed to minimize manual processes and enhance operational efficiency. This allows teams to efficiently manage interactions with borrowers, monitor referral partners, handle pricing and approvals, and expedite loan closures through automated communications, compliance monitoring, and real-time teamwork. Additionally, its intelligent agents empower users to perform tasks using natural language commands, eliminating the need to sift through menus, and it seamlessly integrates with existing infrastructures and automated underwriting solutions from Fannie Mae and Freddie Mac. Moreover, the platform provides customizable workflows, mobile access, white-labeling options, and top-tier security and scalability, enabling lenders and brokers to function at a higher level of productivity. As the mortgage industry evolves, Sonar continues to adapt and enhance its features to meet the changing needs of its users.
API Access
Has API
API Access
Has API
Integrations
BNTouch Mortgage CRM
Cimmaron Mortgage Manager
CrowdStrike Falcon AIDR
HubSpot CRM
HubSpot Customer Platform
Jornaya
LeadMailbox
Loangility
Mortgage iQ
Nomis Solutions
Integrations
BNTouch Mortgage CRM
Cimmaron Mortgage Manager
CrowdStrike Falcon AIDR
HubSpot CRM
HubSpot Customer Platform
Jornaya
LeadMailbox
Loangility
Mortgage iQ
Nomis Solutions
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
TrustEngine
Founded
2022
Country
United States
Website
trustengine.com/sales-boomerang/
Vendor Details
Company Name
Sonar
Country
United States
Website
www.yoursonar.com
Product 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
Product 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
