- Tavant has announced recently it has released FinLeads on Salesforce AppExchange. These are the details.
Tavant has announced recently it has released FinLeads on Salesforce AppExchange, which empowers customers to create one universal workspace for loan officers to intuitively collaborate and engage borrowers through an integrative mortgage application journey. By utilizing FinLeads, lenders gain an integrated view of their pipelines across various locations nationwide. And it harnesses data from multiple systems and delivers that information to loan officers, allowing them to create personalized customer journeys and close loans faster.
And by providing a single interface for the whole ‘lead to loan’ journey, the solution can be used for improving efficiency, driving better throughput, and delivering intelligence to help loan officers address the important customers with the appropriate solutions for their financial service’s needs.
“We are extremely proud to be a long-term partner to Tavant as we continue to innovate across our technology platform. Tavant has helped us to achieve great integration outcomes and create a better customer experience. With data integrated from multiple sources on one platform, we are driving total autonomy for our loan officers with a single pane of glass through FinLeads to see leads from referral sources, actions by prospects on the borrower portal and loan milestones from the LOS. We are moving from a loan-centric view to a more customer-centric view that gives our sales team members greater control through a digital approach,” said Walt Carter, Chief Digital Officer of Homestar Financial Corporation.
FinLeads is an all-in-one solution for marketers and loan officers in the enterprise lending businesses. And the solution connects with more than 120 third-party data and service providers. This includes connectors to consolidate leads from myriad sources, improve loan application conversion by pulling data from credit, income, employment, and asset data providers. Plus its integration with enterprise pricing and loan origination engines helps convert leads to loans and act upon and track loans throughout the origination lifecycle.
And FinLeads is omni-channel enabled so loan officers are able to engage customers online, through email, text and chat while providing the ability for loan officers to stay in touch with borrowers through what is complex and financial transactions. And utilizing FinLeads has enabled early adopters to improve sales productivity and increase per loan origination application rate by 30% in the first three months.
“We are delighted to offer FinLeads via Salesforce AppExchange to empower more users with intelligent and results-driven sales enablement ability. A unified view reduces the need for loan officers to navigate multiple systems, often repeating the same workflow across a CRM, point of sale, and then a loan origination system. It improves sales funnel efficiency, accelerates loan closure, and provides enhanced lending experience. FinLeads’ powerful analytical features can enable customers to intelligently support the selling process and help the business increase productivity and win more deals. With FinLeads, customers can immediately experience the benefits of our platform directly within Salesforce,” added Samya Ghosh, Head of Digital Practice at Tavant.
