CRM Integration (Customer Relationship Management)
BankingBridge and SDP Solutions support the top lead platforms. If you are participating on these platforms we can help you nurture and close more leads.
Flexible tools work together to create powerful nurture flows and conversion funnels that expose your brand and loan officers to more qualified leads and a broader online audience.
The borrower dashboard integrates with Optimal Blue and MorTech to allow lenders to push leads from various marketing campaigns to the BankingBridge application. Upon subscription, your new lead will receive marketing email campaigns strategiclly designed with live rate offers from your organization.
Lenders can easily install BankingBridge fully responsive, and mobile-friendly website components on their website and marketing landing pages to generate leads. After these are installed on your site, a standard Velocify lead provider integration is used to send the site submissions seamlessly delivered to the Velocify CRM.
Live active environments and access to key data points are required to ensure the success of these integrations.
You must have the following environments available for this integration to work properly:
Live Velocify environment
Live Optimal Blue or MorTech environment
Live BankingBridge environment