Digital lending company Tavant has partnered with mortgage lender NewRez (formerly New Penn Financial) to launch a new customer acquisition platform that streamlines closures.
Tavant’s customer engagement and aggregation platform FinLeads powers NewRez’s platform, boosting its lead-management process. FinLeads helps organizations streamline funnel management and enhance operational efficiencies. It also offers a consolidated overview of customer engagement across various channels.
“FinLeads allows organizations to engage their prospective customers, enables data-driven decision making, and empowers them with complete control over the customer journey,” said Hassan Rashid, Tavant’s chief revenue officer. “We look forward to our continued partnership with NewRez to optimize their sales and marketing funnel and increase ROI while helping them accelerate their digital journey.”
“Lack of visibility into the sales pipeline, multiple lead providers, and disparate data sources constrain the organization,” said David Haggert, chief marketing officer of NewRez. “This has impacted our top line revenue and bottom-line operational productivity. We have increased our operational efficiencies and improved our loan officers’ productivity with Tavant FinLeads’ omnichannel customer engagement functionality coupled with powerful Salesforce capabilities. Onboarding to FinLeads has helped us gain an integrated view of pipelines across our office locations nationwide, enabling us to improve sales productivity and increase per LO application rate by 30% in the first three months.”