ying yang

The perfect combination of speed and conversion.

Seize opportunities in real time with Sales Boomerang.
Make the decision easy with Mortgage Coach.

Use Sales Boomerang + Mortgage Coach to help your borrowers through any purchase or refinance scenario

Here are just a few examples

CASH-OUT ALERTS

Leverage the Cash in Their Homes

Use equity for home improvements or to pay off high-interest debts.

Sales Boomerang’s Cash-Out Alert tells you a past customer or prospect is credit-qualified and has untapped equity available.

Choose Mortgage Coach’s Cash-Out Refi Presentation to show them how monthly payments and long-term impacts compare for their current mortgage vs. a 80% LTV cash-out refi.

Schedule a Demo

EQUITY ALERTS

Pivot to Purchase

Use equity to move up, right-size or buy a second home or investment property.

Sales Boomerang’s Equity Alert tells you a past customer or prospect has untapped equity available.

Choose Mortgage Coach's Move-Up Buyer Analysis to help them understand the financial impact of different loan scenarios.

Schedule a Demo

MORTGAGE INQUIRY

Get the Best Deal

Obtain the best financing for their next loan.

Sales Boomerang’s Mortgage Inquiry Alert tells you a past customer or prospect has just shopped with a competitor.

Today’s borrowers demand transparency and guidance from their lending and real estate professionals to make the right mortgage decision. A Total Cost Analysis improves conversion, helps you stay competitive and drives success in every market condition.

Schedule a Demo

LIFE EVENTS

Take the Next Step

Anticipate loan needs based on life events.

Sales Boomerang’s Life Events Alert tells you a past customer or prospect has experienced a major life
event, like a marriage.

Choose Mortgage Coach’s Rent vs. Own Presentation to help the newlyweds compare the monthly and long-term financial impacts of renting vs. purchasing a home.

Schedule a Demo

SALES BOOMERANG PRODUCT SUITE

Everything you need to win
and retain more deals

MORTGAGE COACH PRODUCT SUITE

Present Loan Option Strategies with a Total Cost Analysis (TCA)

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Price is what borrowers expect. Advice is what they really want.

Turning the conversation from price to advice builds trust with borrowers and gives them the clarity and guidance needed to close with confidence.

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Reduce rate shopping

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Eliminate unnecessary discounts

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Improve pipeline conversion

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Increase production

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Provide an unrivaled experience

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Build referrals

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Increase workflow efficiency

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Increase speed to funding

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Reduce compliance risk

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Retain more customers

CRUSH THE COMPETITION

Features and Benefits

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First-Mover Advantage

Be first to act on every relevant opportunity with automated record allocation, loan data optimization and seamless CRM integrations

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Sky-High Conversion

Get more applications to the finish line with tailored presentations that explain loan options and support fast, confident borrower decisions

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Foolproof Execution

Give your team everything it needs to close more loans and maximize your ROI with proven scripts and unlimited training

Win More Conversions
Ensuring Your Success
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Season
to Taste

Adjust default parameters as needed to align with your underwriting policies.

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Do It
Your Way

Use our cloud-based dashboards for instant access or leverage our integrations with popular CRMs.

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At Your
Service

Contact just one dedicated resource for each phase of your journey: onboarding, training and customer success.

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Quarterly
Scorecard

A customized breakdown of your records under management, ROI, and a personalized breakdown of how you stack up to companies similar to yours.

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Conversion
Reports

Know exactly what alerts convert, monthly trends, and conversions by LO and branches.

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Resource
Hub

Round the clock access to our depository of learning materials, guides, strategies, and educational courses.

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Strategy
Calls

Regular 1:1 or group-led strategy sessions that coach LOs on how to build their pipelines and get the most out of their databases.

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Loan Officer
Trainer

Expert-led courses crafted to the LOs specific pain-points and needs.

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Customer-Only
Webinars

Exclusive access to our coveted, customer-only content not found anywhere else.

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Access to Sales
Boomerang University

Each month we take a deep-dive into a topic as it relates to getting the most out of your alerts.

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Live Website
Chat Support

M-F 9am - 5pm ET. Our support team is here to help you every step of the way.