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We are a financial technology company that helps banks and mortgage companies grow.

Motivate your Team

Improve your customer experience

Close more loans

Our Story

We have a 14-year track record of continuously creating new technology to help you and your team close more loans!

Part 1: How We Started with the Momentifi Sales Training

In 2005, we noticed that loan officers can get stagnant without the right financial knowledge, sales skills and daily habits. So we launched the industry’s first and most prestigious mortgage planning designation called, Certified Mortgage Planning Specialist (CMPS). Our CMPS course helps your loan officers differentiate themselves and articulate their value to borrowers and referral sources. CMPS-certified loan officers are also accredited to teach continuing education to financial planners, CPAs and real estate agents. Over 8,000 of the nation’s top loan officers have graduated from our sales training courses, and many have gone on to become top producers.

Part 2: Why We Launched the Momentifi Mortgage CRM

In 2015, we noticed that banks and mortgage companies need to increase their volume and improve their customer experience. So we launched a technology platform to help our clients improve their efficiency. Our Momentifi Mortgage CRM and technology platform drives sales through marketing automation and enterprise-level reporting. We help your loan officers stay in front of their clients with personal phone calls, videos, emails, text messages, market updates and loan comparisons.

Part 3: Why We Launched the Momentifi Productivity App

In 2019, we noticed that banks and mortgage companies need to improve the ROI on their marketing and technology investments. So we launched a mobile sales productivity app for loan officers that integrates with your existing CRM. Our Momentifi Productivity App helps your loan officers be more efficient on the go so they can build relationships outside the office and meet more clients and referral partners.

What’s Next?

We believe that loan officers will always be at the center of the client relationship. The challenge is often that new technology can be daunting and overwhelming, leading to low user adoption rates. Our focus is to help you overcome that challenge and get better results from your technology investments. This is key to leading your team into the future of mortgage banking. Are you ready to grow your mortgage business? Schedule a demo or discussion today!