Mortgage Coach, a borrower conversion platform that helps lenders educate borrowers using interactive presentations that model home loan performance over time, has announced an enhanced integration with Surefire, a Black Knight CRM and marketing automation software. This enhancement is designed to enable lenders to execute marketing campaigns that help convert borrowers at scale with Mortgage Coach Total Cost Analysis (TCA)-embedded marketing content.
Surefire is Black Knightâs CRM and mortgage marketing engine that helps lenders win new business, earn repeat business and generate referral business. Through this integration TCA-enriched, text- and email-marketing content that engages borrowers with interactive loan comparisons is now available to mutual customers in Surefireâs creative asset library.
âCombining Mortgage Coachâs TCAs with Surefireâs intelligent marketing workflows equips lenders to engage borrowers at any stage in the homeownership lifecycle with the education they crave via their communication channel of choice,â Mortgage Coach President Joe Puthur said. âEmpowering borrowers to compare the merits of multiple financial products positions loan originators as highly trusted advisors that can provide counsel, not just pricing.â
âOur integration with Mortgage Coach allows Surefire users to seamlessly engage prospects with valuable education on how the type of loan they select impacts their financial outcome â information they may not have seen before,â said Erik Enright, managing director of Surefire and mortgage marketing for Black Knight. âWe are excited about this integration that makes it easy for loan officers to provide personalized lending education.â