Remarkable mortgage ticks frankly to scale smarter and grow faster
In an industry where broken technology stacks and rising operational costs are the standard, a remarkable mortgage-driven by Ocapee State Bank, a new standard institution insured by the FDIC institution by using Candid-Tone Sales and Mortgage Marketing Steering System. With an increase of 30% in business from 2023 to 2024 and ambitious plans for a growth of 50% in 2024, the success story of the remarkable mortgage emphasizes the power of replacing a fragmented tech pile by an ankle, united platform built for the modern mortgage industry.
Candid: Transform the mortgage experience
In contrast to traditional solutions for which LOs juggles through multiple systems and registrations throughout the day, Candid centralizes sales, marketing, recruitment and team functions in one streamlined platform. For organizations, this means reduced complexity, increased automation and up to 43% savings in the costs of supplier management, so that they can reinvest in growth and performance.
Candid was designed by mortgage professionals for mortgage professionals. Top-producing loose with the help of Candid report an average increase in production of 26% within the first six months, thanks to the power of the platform to reduce manual tasks and to optimize each part of the borrower trip.
“Candid was the technology behind my personal production growth from $ 6 million a year to $ 250 million a year,” a candid user shared.
For LOS, that type of growth is powered by functions that go much further than the basis of CRM. Candid’s conversion optimization tools help to convert more leads into closed deals through intelligent automation and timely follow-up. As part of the robust ecosystem of customer retention automation, Candid also contains AI-driven Refi-Egagements that proactively follow the creditwagger data, identify more than 16 different types of refinancing and savings options and involve customers at exactly the right time without that the LO must cancel a finger.
Candid’s Advanced SMS and Portal Direct message options are carefully interwoven into the operating system, making seamless communication, document management and referral work flows possible. Users can save media, such as a driver’s license photo, directly from the SMS window to Rin, Candid’s Native Drag-and-Drop Document Manager. LOS can send video lights, borrowers and transaction partners engage via Group SMS and dynamic content for making high-impact, personalized communication. The most important links to the mortgage app, review site and portal are built into the SMS interface, which streamlines workflows and speed up the reactions.
“What you have built is currently no comparison with something on the market,” says Charlie Flemming, a top -producing frank user.
Remarkable mortgage: reducing costs and accelerating growth
Before the candid, remarkable mortgage was implemented, it trusted a complex, disconnected technical stack that delayed the activities, production and increased costs. By consolidating their systems in Candid, the company:
- Streamlined operations, eliminating supplier expansion
- Reduced technological expenditure, the reduction of the budget to lo -growth -initiatives
- More LO productivity made possible, making more focus on relationships and income possible
With the automated workflows of Candid, Refi Engine Engine and Communication Tools, a remarkable mortgage has built a scalable model that not only supports its current loose but also positions to thrive in a competing, high-volume market.
A model for the future of mortgage loans
As the spring tube -shaped season approaches, the remarkable mortgage is positioned for another record year. The cooperation with Candid shows how modern mortgage organizations can transform the activities, improve LO productivity and stimulate considerable growth by adopting a centralized, fully integrated operating system.
