Web App, Website

Enhancing Mortgage Lead Generation

Industry: Real Estate

30,000

Hours delivered back to the business

100

SOX compliance in Settlement process automation

Success rate of bot case completion

For functional release of OBT, RTS and OGS

Challenge

The current market for Mortgage Brokers did not have a tool that allowed brokers to fully break down mortgages and through that generate comprehensive reporting and insights. A Mortgage calculator that can show users every possible scenario of mortgage payments and comparisons between the scenarios.

Solution

Tactical Mortgage Solutions is a web-based tool that helps mortgage originators enhance the mortgage experience they have with their clients with personalized Strategy Sessions. With custom strategy sessions mortgage brokers can provide the best chance for personal and financial success for their clients by strategically evolving the way they communicate with their clients.

Impact

Through its visual learning experience, TMS can now help mortgage originators guide, educate, and provide their clients with all the tools needed to make the best possible mortgage and real estate decision.