We initially had 5 or 6 CRMs and no way to track marketing ROI. We wanted to gain better visibility into our marketing process so we can see which campaigns are working. Momentifi’s marketing automation helps us drive sales and close more loans."
We wanted to differentiate ourselves from our competition and stay in front of clients and referral sources with personal branding from our loan officers. Momentifi helps us to do this so we can benefit from the lifetime value of our customers vs. a one-time transaction."