Modernize how clients engage with mortgage bankers and loan officers.
Why the Home Finance Industry Chooses Hearsay Advisor Cloud
New technology has transformed the way loan officers do business. Today’s home buyers and real estate agents find, research, reach out and keep in touch with loan officers online. Hearsay gives mortgage and lending professionals the ability to modernize how they communicate with influencers with the complete client engagement platform. Our suite of applications enable efficient and compliant client engagement for mortgage and lending professionals across digital channels, including social networks, text messaging, websites and email. Its prescriptive technology processes and prioritizes data across channels and systems so loan officers can effectively use digital to build stronger relationships that grow business.
- Build strong relationships and grow business
- Increase lead conversion and maximize referrals
- Seamless communication across social and mobile channels
- Measure and analyze loan officer activity across channels
- Accelerate productivity with actionable to-do lists
- Use content library to distribute pre-approved material
- Supervise, capture and retain activity to remain compliant with industry regulations including CFPB and FFIEC Guidance
- Efficient supervision with a universal view of loan officer digital activity
- Break down data silos, integrating client data from across the organization
“At RPM Mortgage, we understand that in order for our loan advisors to build successful businesses, they need to be present and available wherever their clients are and that includes social media.”
“Mortgage is all about relationships. By connecting online, there’s a natural conversation starter when a home mortgage consultant stops by a real estate agent’s office. They already know what’s going on in their personal life, so it just feels like a continuation of the conversation.”
“We selected Hearsay to bring our selling process and our distributed sales force into the social era.”