SalesTechStar

Tavant FinLeads Chosen By NewRez To Transform Lead Engagement

The Solution Increases Pipeline Visibility and Improves Revenue Opportunity

Tavant, a leading digital products and solutions company for the lending industry, announced that NewRez LLC (formerly known as New Penn Financial), a leading national mortgage lender, has successfully rolled out its new customer acquisition platform powered by FinLeads to boost its lead management process. The solution will enable NewRez to maximize lead potential and accelerate closures.

NewRez improves sales productivity by 30% in the first three months of deploying Tavant FinLeads

FinLeads, a component of the Tavant VΞLOX suite, is a robust customer engagement and aggregation platform that leverages intelligent algorithms to automate, streamline, and personalize the ‘lead to loan’ journey. The product customizes the CRM 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.

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“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.”

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“Lack of visibility into the sales pipeline, multiple lead providers, and disparate data sources constrain the organization. This has impacted our top line revenue and bottom-line operational productivity. We have increased our operational efficiencies and improved our loan officers’ productivity with Tavant FinLeads’ omnichannel customer engagement functionality coupled with powerful Salesforce capabilities. 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% in the first three months,” said David Haggert, Chief Marketing Officer, NewRez.

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