Alliances and Partnerships, Business, Free News Articles, Software, Taxes and Accounting

Compleat Software Invited to Join the Information Technology Alliance (ITA) as an Alliance Partner

ATLANTA, Ga. -- Being recognized for its clear commitment to providing superior technology products and solutions to small and medium-size businesses, Compleat Software has joined the Information Technology Alliance (ITA).

ITA is the highly regarded international not-for-profit association of leading Consulting and VAR firms, CPA firms, and technology product/service providers. The ITA invitation was extended because of the high level of support and service Compleat Software has provided to their business partners and clients, and for their commitment to being a leader in the information technology (IT) industry.

"The primary focus of ITA is to provide an independent forum for leading IT business owners to exchange information, share best practices, assess the current status and future direction of the profession, and thereby to improve their overall business results," said Shawn Slavin, President of ITA. "In becoming an Alliance Partner in ITA, Compleat Software has shown that they are committed to being part of the long-term success of their business partners and their end user clients."

"Being an ITA Alliance Partner is a great way to meet, and network with, some of the biggest and best firms in the IT business," said Bill Hammer, GM of North America of Compleat Software. "We are always looking for ways to improve our products and to help our business partners grow and add more value to their clients. Having this ITA membership opportunity will allow both our people, and our clients, to be more successful in the future."

Current Compleat Software Partners that are ITA Members:

AcctTwo Shared Services, LLC, BCS ProSoft, Inc., BTerrell Group LLP, Business Technology Partners LLP, Express Information Systems, JMT Consulting Group, Inc., LBMC Technology Solutions

About ITA

ITA, http://www.italliance.com/, is a not-for-profit professional trade association of leading firms and companies whose purpose is to share information and build relationships that improve the way member firms do business. Because the ITA membership roster consists of many of the most highly regarded mid-market technology professionals and product/service providers, ITA enjoys substantial collective influence and often acts as an authoritative voice for the IT profession.

About Compleat Software

Compleat Software is a global SaaS company providing leading edge AP Automation and P2P "purchase to pay" solutions that offer the next generation automation at an affordable cost for the SME market. Delivering a single seamless, paperless process that incorporates for e-invoicing, purchase invoice approval, purchase order and receipting along with Savings as a Service.

Learn more at: https://www.compleatsoftware.com/

VIDEO (YouTube): https://youtu.be/1BkmkjsliQU

Related link: https://www.compleatsoftware.com/

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Alliances and Partnerships, Business, Free News Articles, Software

Digital Mortgage Platform Maxwell Announces Partnership with Mortgage Loan Origination System Byte Software

DENVER, Colo. -- Today, digital mortgage platform and fulfillment provider Maxwell Financial Labs, Inc. announced that it has partnered with Byte Software, a mortgage loan origination system that streamlines the mortgage production process.

With the establishment of this partnership, Maxwell's digital mortgage point-of-sale will connect to Byte's loan origination system via an API integration.

"Byte's best-of-breed approach provides consistency in business operations, even as production methods are rapidly evolving," commented Mark Todd, National Sales Manager at Byte. "The addition of an innovative partner like Maxwell will further enable our customers to quickly and easily adopt emerging digital strategies."

The integration of Maxwell and Byte will allow users to seamlessly connect their data and work within Maxwell with their LOS, creating a simple, intuitive process for lenders and borrowers. This includes acceptance of the new URLA 3.4 compliant loan application. This connectivity is critical in Maxwell's commitment to a relationship-focused mortgage experience, allowing the lending team to spend more time providing vital expertise to the borrower and performing value-add activities rather than working on lower-impact tasks.

"We're thrilled to unveil our partnership with Byte," said Maxwell Co-founder and CEO John Paasonen. "This key integration with Byte's LOS as the system-of-record with Maxwell's impactful point-of-sale platform will allow us to improve borrower experience, empower more lenders to save time, streamline processes, and increase productivity with our mutual customers."

Maxwell's robust integrations and partnerships enable lenders to accelerate the mortgage lending process from application to underwriting so loan officers can focus on the human relationship at the center of the mortgage journey. Today, hundreds of lenders across the U.S. use Maxwell to originate nearly $6 billion in mortgage loans each month at a closing rate 45 percent faster than the national average.

About Maxwell:

Maxwell empowers mortgage lenders to be more connected, productive, and successful by intelligently automating their workflow with homebuyers and real estate agents. Hundreds of mortgage lenders, banks, and credit unions nationwide use the Maxwell platform to serve their customers a modern lending experience. Founded in 2015, Maxwell is a member of the Mortgage Bankers Association and is proud to be built in Denver, Colorado.

Connect with Maxwell:

- https://himaxwell.com/

- https://www.facebook.com/maxwellHQ

- https://twitter.com/ilovemaxwell

About Byte Software:

Over 1,000 organizations trust BytePro loan origination software with their business. Our clients range from national lenders originating thousands of loans per month to small organizations originating just a few. Whether your business is retail, wholesale or correspondent lending, we have solutions to meet your needs. www.bytesoftware.com

Related link: https://himaxwell.com/

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Business, Free News Articles, Real Estate, Taxes and Accounting

Proposed Legislation Would Make the 45L and 179D Energy Efficiency Tax Incentives More Lucrative

BLAINE, Minn. -- The 'Growing Renewable Energy and Efficiency Now' (GREEN) Act aims to extend and boost tax incentives for energy efficiency and renewable energy. According to Alex Bagne, the President of ICS Tax, LLC, "If passed, the GREEN Act would make both the 45L Energy Efficient Home Credit (45L Credit) and the 179D Energy Efficient Commercial Building Deduction (179D Deduction) more advantageous while furthering the green missions of these incentives."

THE 45L ENERGY EFFICIENT HOME CREDIT

Currently, the 45L Credit allows eligible developers to claim a $2,000 tax credit for each newly constructed or substantially reconstructed qualifying residence. It applies to single family homes, apartments, condominiums, assisted living homes, student housing, and other types of residences. The residences must be three stories above grade in height or less. The 45L Credit requires a HERS Rater, a credentialed professional who tests residential energy efficiency, to inspect the home, perform energy modeling and prepare certificates of compliance. The 45L Credit is set to expire at the end of 2021.

The GREEN Act would increase the 45L Credit from $2,000 to $2,500 per residential unit. It also seeks to extend the incentive to 2026, as it is set to expire in 2021. The energy efficiency standards would increase, going from a 50% to 60% savings over the IRS baseline.

"Many homebuilders are unaware that their homes as built qualify for this incentive," says Travis Cansler, a 45L specialist at ICS.

Steve Samos, a HERS Rater and the Director of Inspections for ICS, adds "For homes that do not pass, builders can often make design changes to get them to qualify where the additional costs are more than offset by the credit."

THE 179D ENERGY EFFICIENT COMMERCIAL BUILDING DEDUCTION

The 179D Deduction, often referred to as the EPAct Deduction, is a Federal tax incentive promoting energy efficient buildings for both new and existing structures. Further, architects, engineers, contractors, and other building design professionals may also be eligible for the incentive on public projects. Commercial building owners can take a Federal tax deduction of up to $1.80 per square foot of the building's floor area if they install certain property (e.g., efficient lights or HVAC systems, added wall or roof insulation, etc.) that reduces energy and power costs. The 179D Deduction, which applies to both new construction and renovations, was recently made permanent by the 'Consolidated Appropriations Act, 2021.' However, that Act significantly increased the energy efficiency standards needed to qualify.

For the 179D Deduction, the GREEN Act would raise the maximum amount of the deduction from $1.80 to $3.00 per square foot for improvements made after December 31, 2021. It would also lower the threshold needed to qualify for the maximum deduction. The current standard compares the building to the ASHRAE standard that was in existence 2 years prior to the start of construction and requires a hypothetical 50% reduction in energy and power costs. The GREEN Act would lower those standards to 30%.

"By making these changes, the 179D Deduction will be more beneficial and further incentivize green building design," says Jillian Jones, a 179D Deduction specialist at ICS Tax.

ABOUT ICS TAX, LLC:

ICS Tax, LLC (ICS) is a consulting firm providing innovative tax planning strategies and specializes in both the 45L and 179D tax incentives. ICS collaborates with taxpayers and their tax professionals to identify credits and incentives that reduce tax liabilities and increase profitability. ICS provides nationwide service through its offices located throughout the country.

Learn more at https://ics-tax.com/.

IMAGE link for media: https://www.Send2Press.com/300dpi/21-0413-ics-tax-green-300dpi.jpg

MEDIA CONTACT:
Alexander Bagne
ICS Tax
alexb@ics-tax.com
216-870-0742

Related link: https://ics-tax.com/

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Advertising and Marketing, Business, Free News Articles

Top of Mind Welcomes Former MonitorBase Chief Revenue Officer and Mortgage Industry Veteran Rick Webster as VP of Client Strategy

ATLANTA, Ga. -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced it has added mortgage and marketing expert Rick Webster as VP of client strategy. In this role, Webster will serve as the firm's client-facing liaison, leveraging martech best practices, out-of-the-box automation and digital marketing expertise to ensure Surefire CRM users achieve their goals.

As the leader of Top of Mind's Blueprints for Success initiative, Webster will collaborate with the firm's sales and account management teams to help users maximize Surefire CRM capabilities. In addition to identifying and driving Top of Mind best practices, Webster will leverage both his fintech experience at MonitorBase and considerable insider knowledge of marketing and funnel strategies to guide mortgage lender success.

"Rick Webster's rare combination of marketing, technology and mortgage business experience make him an exceptionally valuable evangelist for the Surefire CRM platform and a proven resource for helping mortgage lenders realize topflight marketing outcomes," said Top of Mind CEO Bill Hayes. "With his expertise in mortgage marketing and successful background in digital advertising, Rick will be a strategic asset to advancing our clients' marketing objectives."

In addition to Webster's previous role as chief revenue officer of MonitorBase, a SaaS B2B fintech platform utilizing AI and big data to enhance predictability, marketing and customer retention for banks, realtors and mortgage lenders, his career achievements span the mortgage, marketing and technology industries, including serving as vice president at Doorway Home Loans and mortgage-related roles at Merrill Lynch and E*TRADE. Most recently, Webster was at the helm of PierBase as an advisor to early-stage SaaS startups providing revenue-generating growth strategies. He is a frequent speaker at industry conferences and events, including HousingWire's engage.marketing.

"I'm extremely honored to join the team at Top of Mind," said Webster. "I look forward to evangelizing the power of the Surefire platform and helping our clients drive deeper outcomes using our technology."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their emotional connections with clients.

@mortgagecrm #marketingautomation #mortgagemarketing #digitalmortgage

Related link: https://www.topofmind.com/

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Business, Free News Articles, Software

Nomis Solutions Appoints FinTech Veteran Joe Zeibert as Vice President, Head of Mortgage Product and Strategy

SAN FRANCISCO, Calif. -- Nomis Solutions (Nomis), a global, industry-leading pricing and profitability management solutions provider, announced today the promotion of FinTech expert Joe Zeibert to vice president, head of mortgage product and strategy. In this role, Zeibert will lead the continued development and innovation of Nomis' mortgage pricing and profitability management and competitive intelligence technology.

Zeibert, previously an executive banker at Bank of America, was recruited by Nomis in 2019 to develop the company's flagship mortgage pricing and competitive intelligence product. In just over a year, Zeibert has established and launched a suite of mortgage SaaS products with record implementation times, doubled the Nomis client base and served as subject matter expert for a variety of mortgage industry speaking engagements and events.

"Bringing Joe on board was part of a multi-year strategic initiative to introduce a tactical, incredibly unique pricing and profitability management product to the mortgage industry," explained Frank Rohde, president and CEO of Nomis Solutions. "Joe's innate skills and mortgage know-how have been pivotal in Nomis' rapid growth, and we are more focused than ever before on driving innovation for mortgage pricing and profitability insights."

Zeibert's knack for mortgage pricing has been cultivated over the last 15 years through his extensive experience in home equity pricing, analytics and product development. During his eight-year tenure at Bank of America, draw-per-loan increased by 23%, and profitability rose by 15%. He then progressed to Ally Financial as senior director of product, pricing, credit and analytics of the mortgage division. There, he generated more than $5 billion in leads annually, modeled 662 million price points individually and drove ad hoc and automated analytics and reporting tools to provide competitive pricing insights and empower data-driven decisions.

"Nomis has really opened the floodgates of opportunity for mortgage lenders of any size. We have perfected the science behind leveraging competitive data and actionable analytics to provide real-time, granular insight into an organization's operational processes, competition and the effectiveness of their strategies," said Zeibert. "I am honored to receive this promotion and look forward to watching more and more lenders take advantage of these tools that provide a substantial competitive edge."

Nomis' mortgage technology suite provides real-time pricing analytics and competitive intelligence, enabling mortgage lenders to identify and act on market opportunities, strengthen customer relationships, optimize operations, and maximize profitability. With Nomis, mortgage lenders save time and resources, experience an increase in lead-to-application conversion rates, and can more accurately identify and react to profitable opportunities.

About Nomis Solutions

Nomis Solutions is a global, industry-leading pricing and profitability management solutions provider that delivers competitive intelligence to bankers and mortgage lenders to facilitate more advanced pricing strategies. The company's analytics platform and end-to-end pricing tools enable retail banks and mortgage lenders to achieve customer- and borrower-centric pricing backed by real-time, actionable data. The platform also supports banks and mortgage lenders in their understanding and anticipation of the evolving demands of customers and borrowers, competitors, and ever-changing market conditions. For more information, please visit http://www.nomissolutions.com/.

Related link: https://www.nomissolutions.com/

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Business, Free News Articles

ReverseVision Selects AWS as Cloud Provider to Deliver World-Class Digital Reverse Mortgage Lending Experience

SAN DIEGO, Calif. -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, announced it has adopted Amazon Web Services, Inc (AWS) as its preferred cloud provider. The move to AWS is part of ReverseVision's platform transformation, which aims to establish reverse mortgage loans as mainstream lending programs by bridging the technology gap between reverse and forward lending systems with its flexible, cloud-enabled architecture.

Leveraging AWS enables ReverseVision to increase the agility of its award-winning reverse mortgage lending platform. The scalability of AWS makes it possible for ReverseVision to accommodate large volume fluctuations without compromising platform performance. Additionally, AWS provides ReverseVision the capacity to build and scale a high-performing API environment that supports dynamic connectivity with lenders' full tech stacks.

ReverseVision Chief Technology Officer Jim Magner reports that since transitioning to AWS many areas of platform performance have improved 20-30%.

"Moving to AWS is important to ReverseVision's broader technology strategy of enabling lenders to bring reverse mortgages into their forward mortgage lending workflow," said Jim Magner. "Older Americans hold over $8.05 trillion in home equity and have a strong need for financial flexibility. Offering reverse mortgage loans alongside traditional loans will expand the options available to the 1.5 million Americans over the age of 62 who take out a mortgage each year."

AWS has the most extensive and broadly adopted global cloud infrastructure. Its secure cloud computing environment is architected to meet security requirements for global banks, the military and high-sensitivity organizations.

About ReverseVision

Founded in 2007, ReverseVision®, Inc. is the leading national Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology platform, supporting more reverse mortgage transactions than all other systems combined. The company's comprehensive product suite aligns to lenders' unique business and operational models, connecting all lending participants across the entire reverse mortgage lifecycle. A five-time HousingWire TECH100™ company, ReverseVision is a privately held company based in San Diego, California.

For more information, visit https://www.reversevision.com/.

Twitter: @reversevision #digitalmortgage #HECM

Facebook: @ReverseVision

LinkedIn: @ReverseVision

Related link: https://www.reversevision.com/

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Alliances and Partnerships, Business, Free News Articles, Software

Provident Funding Partners with Lender Price

PASADENA, Calif. -- Lender Price, a provider of mortgage loan pricing and origination technology, announced today that Provident Funding has joined the Lender Price Marketplace. Provident Funding has been committed to the wholesale channel since inception in 1992. The Lender Price Marketplace user base has doubled over the past 12 months with more than 5,700 brokers.

Provident Funding's management team is "excited to make our industry leading price more transparent and available by using the Marketplace! We remain committed to brokers' success and thank them for recognizing the advantage our pricing gives them!"

"We're looking forward to our partnership with Provident Funding, who is one of the leading wholesale lenders and is well known as a price leader," said Dawar Alimi, CEO and founder of Lender Price. "Our Marketplace platform's ability to support a myriad of lenders and programs is one reason that brokers come to our Marketplace to find the most competitive deals for their customers such as those offered by Provident Funding."

About Lender Price

Lender Price is a California-based big data technology innovator and developer of digital mortgage lending technology, including the Digital Lending point-of-sale (POS) tool and an advanced product, pricing & eligibility (PPE) engine. Lender Price provides all types of mortgage lending institutions - wholesale and correspondent lenders, banks, credit unions and mortgage brokers - with advanced technology designed to eliminate friction, increase transparency, and effectively engage with borrowers.

More information about Lender Price and Marketplace can be found at: http://www.lenderprice.com/ and https://lenderprice.com/marketplace/

About Provident Funding

Provident Funding is a nationwide direct mortgage lender and servicer. Founded in 1992, Provident Funding has created a customer-oriented culture with an experienced team of highly trained mortgage experts. Since inception, Provident Funding has maintained a firm commitment to a low-cost business model which allows for cost savings to be passed on to customers through industry-leading rates. This has earned Provident Funding a solid industry reputation as The Mortgage Price Leader.

Related link: https://lenderprice.com/

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Business, Free News Articles, Regional Events

Punchbowl News Founder and CEO Anna Palmer to Keynote #HousingDC21

WASHINGTON, D.C. -- Housing Finance Strategies President Faith Schwartz today announced that Anna Palmer, a New York Times best-selling author who has been writing about congressional leadership, the lobbying industry, presidential campaigns and the politics of governing for more than 15 years will keynote #HousingDC21, a 100% virtual housing summit being held on September 20-21, 2021.

"When we talk mortgage and housing policy, it's critical to have the pulse of Washington, DC politics, and we are thrilled to have Anna Palmer join us at #HousingDC21 and share her perspective on the Politics of Housing," said Faith Schwartz.

Palmer is the co-founder and CEO of Punchbowl News, a news community focused on power, people, and politics in Washington. Named after the Secret Service's nickname for the Capitol, the company covers the congressional leadership and the White House, and tracks the industries and companies trying to influence them.

With incomparable access to the highest offices in Washington, Palmer is an expert on the policies, players, and personalities driving politics today. She is a frequent political commentator on CNN, Fox News, NBC and MSNBC. Earlier in her career, she led Women Rule, a nation-leading platform aimed at expanding leadership opportunities for women and hosted the critically-acclaimed Women Rule podcast.

Schwartz noted that "With the addition of Anna Palmer to our event, and conference registration nearing 500 at this early stage, we are set to deliver the nation's premier housing policy conference this September. We have a focus on women executives in housing finance - but our event is open to all who wish to attend."

Take advantage of complimentary registration and sign-up today by clicking here: https://www.housingdc21.com/.

Sponsors to-date of #HousingDC21 include: FormFree, FICO, Caliber Home Loans, Freedom Mortgage, Black Knight Financial Services, Notarize, First American Financial Solutions, Genworth, RiskSpan, Class Valuation, Mortgage Connect, USMI, FundingShield, ReverseVision, CoreLogic, DepthPR, Women in Housing & Finance and the Women in Housing & Finance Foundation.

Housing Finance Strategies was established by Faith Schwartz in 2016 as a professional services and advisory firm specializing in mortgage modernization, housing policy and legislative and regulatory affairs. Schwartz serves on a number of bank and fintech boards and has a lengthy record of hosting and moderating housing industry events.

@HousingFinance2 @faithschwartz1 #HousingDC21

Related link: https://housingfinancestrategies.com/

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Advertising and Marketing, Business, Free News Articles, Software

Sales Boomerang Becomes Affiliate Member of ACUMA, Bringing New Tools for Member Retention to Credit Unions

WASHINGTON, D.C. -- Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, today announced it has joined the American Credit Union Mortgage Association (ACUMA) as an affiliate member. As a member of ACUMA, Sales Boomerang provides tools for credit unions looking to improve member retention, increase member utilization of mortgage and home-equity loan programs and strengthen referral relationships with real estate agents.

Sales Boomerang alerts credit unions to their members' activity at the most advantageous times. For example, when a member's credit activity indicates they may be mortgage shopping, or when their credit score improves, Sales Boomerang notifications allow credit unions to help members apply for a loan for which they were previously not qualified. On average, credit unions using Sales Boomerang improve their member retention by 11.66% and see a 20 to 40% average lift to loan volume.

"We're proud to be an affiliate member of ACUMA and eager to help credit unions improve mortgage lending services to their members," said Sales Boomerang CEO Alex Kutsishin. "Bringing relevant loan options to members' attention at the most opportune time helps credit unions deliver on their mission. We're looking forward to helping CUs focus on what matters most: their members."

ACUMA is an organization of and for credit unions that brings together shared real estate lending and financing interests. ACUMA member organizations include federal- and state-chartered credit unions and Credit Union Service Organizations (CUSOs), mortgage insurance companies, secondary market investors and investment banking firms and mortgage technology firms.

"Our organization serves as a resource to thousands of credit union professionals and their primary suppliers to network, share knowledge, build relationships and grow market share," said Tracy J. Ashfield, ACUMA President. "We're pleased to present an additional resource to our members and extend Sales Boomerang a warm welcome."

About Sales Boomerang:

Sales Boomerang revolutionized the relationship between a Mortgage Lender and Borrower with the introduction of the only automated Borrower Intelligence System in 2017, which tells lenders when anyone in their database is ready for a loan. Today, Sales Boomerang is the #1 Borrower Retention strategy in the industry and has discovered over $30B in new volume for Lenders. Sales Boomerang's notifications are integrated with the best CRM/Marketing Automation Systems in the industry to provide a seamless experience for Lenders and Borrowers. Sales Boomerang's employees are dedicated to improving the lending experience for Lenders and Borrowers, and united behind the ethos - No Borrower Left Behind(tm).

About ACUMA:

The American Credit Union Mortgage Association provides resources and education to credit unions aimed at streamlining performance, processes and procedures for real estate lending services. ACUMA's goal is to encourage credit unions to help more consumers get fairly priced and safe mortgage loans delivered locally, and in so doing, providing them with a pathway to the American dream of home ownership.

Twitter: @SalesBoomerang @ACUMACommunity #mortgageindustry #mortgagemarketing #customerretention #ACUMA

Related link: https://www.salesboomerang.com/

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Advertising and Marketing, Business, Free News Articles, Software

Top of Mind Debuts Bidirectional Connection Between Its Surefire Automated Mortgage Marketing Platform and Salesforce CRM

ATLANTA, Ga. -- Top of Mind Networks (Top of Mind) today announced the debut of a bidirectional data connection between Surefire, the number-one platform for automated mortgage marketing, and Salesforce, the world's most popular enterprise CRM. The connection gives mortgage lenders unprecedented choice and control over the way information is shared between their enterprise CRM and mortgage marketing technologies.

Salesforce is not required to reap the benefits of Surefire, which offers native CRM capabilities. However, Top of Mind's tie-in with Salesforce Lightning Connect helps banks, credit unions and independent mortgage companies that have already invested in Salesforce maximize the effectiveness of their marketing programs by playing to the unique strengths of each platform.

"For an enterprise-class lender, there's no better CRM than Salesforce - and there's no better mortgage marketing automation tool than Surefire," said Top of Mind Chief Operating Officer and Chief Technology Officer Erik Enright. "We've made it easy for lenders to leverage the best of both systems and tailor the experience to the exact way they do business."

Top of Mind's connection with Salesforce comes pre-configured with default mapping to Salesforce data fields, making it easy to use out of the box. By adjusting a few simple toggles, lenders can specify exactly what data should be shared between systems, which direction the data should flow and when it should be pushed. For instance, lenders may wish to share just leads and contacts, or they may choose to share tasks, events, emails, and phone call records. Records can be shared as they are created, or they can be shared every time they're updated. Lenders can even create and share custom data fields.

"We built this connection to give mortgage lenders choice and control over the way Salesforce and Surefire work together - without the need to hire a six-figure developer or consultant," said Enright. "Whether loan originators log into both systems or only use one system of record, the data flow can be adjusted to suit."

Lenders that use Salesforce Sales Cloud to manage leads and customers can turn on Top of Mind's marketing automation workflows to engage contacts with dynamic content designed to win new business, earn repeat business and deserve referral business. If a company prefers to build its customer journeys with Salesforce Marketing Cloud instead of Surefire, it can still make its marketing automation more impactful with Top of Mind's award-winning content. And whether a lender uses Salesforce Sales Cloud, Salesforce Marketing Cloud, or both, its marketing program can be greatly enhanced by the application of Top of Mind's Blueprints for Success, a set of mortgage marketing best practices informed by the team's more than 450 years of mortgage industry experience.

For more information about Top of Mind's connection with Salesforce, request a demo.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks ( https://www.topofmind.com ) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their emotional connections with clients.

@mortgagecrm @salesforce #marketingautomation #mortgagemarketing #digitalmortgage

Related link: https://www.topofmind.com/

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