NewRez LLC a national-mortgage lender, has deployed a customer acquisition platform designed to boost its lead management process. The aim of implementing the technology was to optimize lead potential and accelerate the origination process. NewRez was formerly known as New Penn Financial.

FinLeads, from the Tavant Velox suite, is a customer engagement and aggregation platform that uses intelligent algorithms to automate, streamline, and personalize the ‘lead to loan’ journey.

“Lack of visibility into the sales pipeline, multiple lead providers, and disparate data sources constrain the organization,” said David Haggert, CMO at NewRez. “This has impacted our top-line revenue and bottom-line operational productivity. We have increased our operational efficiencies and improved our loan officers’ productivity. Onboarding to FinLeads has helped us gain an integrated view of pipelines across our office locations nationwide, enabling us to improve sales productivity and increase per LO application rate by 30 percent in the first three months.”

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The product customizes the customer relationship management platform’s out-of-box capabilities and provides a consolidated 360° view of the customer engagement journey and management of the journey across multiple channels. It helps businesses streamline funnel management and improve operational efficiencies.

“FinLeads allows organizations to engage their prospective customers, enables data-driven decision making, and empowers them with complete control over the customer journey,” said Hassan Rashid, Tavant’s Chief Revenue Officer. “We look forward to our continued partnership with NewRez to optimize their sales and marketing funnel and increase ROI while helping them accelerate their digital journey.”