Take Five Consulting would develop custom made branded websites for Loan Officers/Brokers which they can use to redirect borrowers to easily complete an online mortgage application, instantly engage with their loan officer/broker, and securely upload the loan documents.
With our extensive years of service in mortgage industry, we are able to reduce timelines and costs with regard to mortgage marketing. We have the the prebuilt sales packages for the following marketing initiatives in the mortgage space.
Today’s loan origination landscape is forcing loan officers and lenders to rethink their sales funnel to adapt to the new environment. We can help you with designing, creating, optimizing and customizing the ideal sales funnel for you.
Velocify Mail Connect is a web application which can streamline the lead gathering process by using the data from existing lead sources. Lenders can consider Velocify Mail Connect as a website/landing page which will serve the purpose of collecting borrower information as well as saving those data into their current CRM -Velocify.
Although Velocify is the most powerful CRM software available for the Mortgage Industry, a Mortgage lender or loan officer needs to customize the numerous features to suit for specific business needs. Take Five Consulting helps lenders/banks in effective implementation of Velocify as Mortgage CRM.
With Jungo – Salesforce CRM for Mortgage Industry, Mortgage banks can simplify the process of viewing and tracking applications by efficient loan pipeline organization.
Take Five Consulting helps mortgage banks and lenders to redesign their ecosystems based on how they want to integrate the different systems within their lending space.