Mortgage CRM

July 10, 2025

MMI Strengthens Unified Mortgage Tech Solution with Major Q2 Enhancements

SALT LAKE CITY, Utah — Mobility Market Intelligence (MMI), the industry’s sole provider of a unified mortgage technology solution, today announced a series of major platform enhancements and strategic product upgrades delivered in Q2 2025. These developments reinforce MMI’s leadership as the only cohesive system delivering market intelligence, predictive borrower alerts, conversation-driven CRM, and a homeowner engagement platform in one high-impact solution….

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August 12, 2024

Accountable CRM Launches First Activity-Based Platform for Mortgage Teams

AUSTIN, Texas — 90-Day Sales Manager proudly launches the first activity-based CRM with built-in coaching and accountability for mortgage teams at credit unions and community banks. The 3-in-1 platform provides mortgage departments an affordable solution to help loan officers stay productive during challenging times….

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April 23, 2024

Dark Matter and Total Expert partner to boost lender revenue through best-in-class mortgage automation and customer engagement

JACKSONVILLE, Fla. — Dark Matter Technologies (Dark Matter) today announced a new strategic partnership with Total Expert, the customer engagement platform purpose-built for modern financial institutions. A forthcoming bi-directional integration between Total Expert and the Empower® loan origination system (LOS) from Dark Matter will empower mortgage lenders to generate more leads, improve sales productivity and close more loans by intelligently automating and personalizing the homebuyer journey….

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August 2, 2023

MMI Announces Strategic Acquisition of Bonzo Mortgage / Real Estate CRM Platform

SALT LAKE CITY, Utah — Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, announced its acquisition of relationship management and mortgage marketing platform provider Bonzo. The Bonzo leadership team, including founder and president Jason Perkins, founder and COO/CRO Miles Miller, and CEO Chad Jampedro, will continue to guide the company as it operates as an independent service….

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October 11, 2022

Mortgage Coach integrates with Insellerate to help lenders increase lead conversion with wealth-building mortgage advice

OWINGS MILLS, Md. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, and Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive home loan presentations, today announced that the Mortgage Coach platform will be integrated with Insellerate, a leading customer experience platform….

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February 22, 2022

Sales Boomerang teams up with OptifiNow to offer lenders an integrated experience for mortgage customer engagement

BALTIMORE, Md. — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to focus on nurturing borrower relationships and exceeding sales goals….

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May 25, 2021

Top of Mind makes Surefire Creative content available as a standalone marketing resource for mortgage lenders

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, today announced the launch of Surefire Creative, an online library of award-winning marketing collateral designed to supplement mortgage lenders’ prospect, client and partner marketing programs….

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April 13, 2021

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….

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March 25, 2021

Sales Boomerang and Usherpa Expand Partnership to Set Mortgage Lenders Up for Success in 2021 Purchase Market

WASHINGTON, D.C. — Sales Boomerang, the industry’s top-rated automated borrower intelligence and retention system, has expanded its partnership with Usherpa, a marketing and customer relationship management (CRM) platform for Realtors and mortgage lenders….

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March 11, 2021

Top of Mind’s ‘Surefire Lookbook’ Helps Mortgage Lenders Showcase Their Marketing Assets to Prospective Loan Officers

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, today released a new feature designed to aid mortgage lenders with the recruiting process….

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