Tavant Customers Can Now Benefit From the Lending Industry-Focused Customer Engagement and Point of Sale Solution
Tavant announced it has launched FinLeads on Salesforce AppExchange, empowering customers to create one universal workspace for loan officers to intuitively collaborate and engage borrowers through an integrative mortgage application journey. Leveraging FinLeads, lenders gain an integrated view of their pipelines across various locations nationwide. It harnesses data from multiple systems and delivers that information to loan officers, allowing them to craft personalized customer journeys and close loans faster. By providing a single interface for the whole ‘lead to loan’ journey, the solution can improve efficiency, drive better throughput, and deliver intelligence to help loan officers address the important customers with the appropriate solutions for their financial service’s needs.
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Comments on the News
- “We are extremely proud to be a long-term partner to Tavant as we continue to innovate across our technology platform. Tavant has helped us to achieve great integration outcomes and create a better customer experience. With data integrated from multiple sources on one platform, we are driving total autonomy for our loan officers with a single pane of glass through FinLeads to see leads from referral sources, actions by prospects on the borrower portal and loan milestones from the LOS. We are moving from a loan-centric view to a more customer-centric view that gives our sales team members greater control through a digital approach,” said Walt Carter, Chief Digital Officer, Homestar Financial Corporation.
- “We are delighted to offer FinLeads via Salesforce AppExchange to empower more users with intelligent and results-driven sales enablement ability. A unified view reduces the need for loan officers to navigate multiple systems, often repeating the same workflow across a CRM, point of sale, and then a loan origination system. It improves sales funnel efficiency, accelerates loan closure, and provides enhanced lending experience. FinLeads’ powerful analytical features can enable customers to intelligently support the selling process and help the business increase productivity and win more deals. With FinLeads, customers can immediately experience the benefits of our platform directly within Salesforce,” said Samya Ghosh, Head of Digital Practice, Tavant.
