We are excited to announce that Mortech is partnering with Roostify, a digital lending platform that gives customers more control of their home buying process while allowing loan officers to utilize the latest technology to more easily process loans. With this new integration the two solutions are looking to improve the digital mortgage experience for industry-leading lenders.

The first step of the integration went live on March 26^th, with additional integrations happening in the near future. This partnership is looking to streamline the entire digital lending experience. By providing accurate mortgage quotes from Mortech’s pricing engine into the Roostify platform lenders will see decreased closing times and increased margins.

This week on Meet Mortech: Customer Success Managers we want you to meet, Chris Gibbons! His role within the team is to act as online lead source and API specialist.

Favorite part of the job: Building relationships with customers and helping grow revenue. Nothing more exciting than hearing a customer tell you how much they appreciate getting them set up and assisting in increasing revenue without breaking margins.  

Favorite things to do on his days off: In my free time and days off I enjoy watching movies with the wife, watch/coach/officiate sports, playing board games with family and friends and playing poker!

Favorite place to travel: As long as I am with family and friends, it doesn’t matter. I prefer there to be a poker room nearby but the only thing that matters is with whom I keep company.    

With our predictive analytics platform, Mortech Protection, we help you not only retain current customers but also grow a portfolio of new customers both inside and outside of the mortgage space. We break these customers into three different categories based on their current status with you as a loan officer.

PRIMARY BANK AND MORTGAGE CUSTOMER

To start you have your current customers that use you as both their primary bank and for their mortgage needs. These are the customers that you have to continuously be pushing your name in front of because they might think that you are no longer there to help with future mortgages after your first initial one is complete. The main goal with this group of customers is to keep your most profitable customers that you already know for life. Mortech Protection will help identify when these customers are shopping for a new home and need new financing. You then can take this data and market to that precise group of people.

Do you feel like you have flatlined with your current marketing efforts to current and potential mortgage customers? In the world we live in today to continue to grow professionally you must get organized, stay proactive, and do all of this in a cost conscientious way.

In the last year Mortech has launched its own proprietary predictive model to help you do just that. With the help of Mortech Protection, our predictive listing analytics platform, you as a lender can now target your messaging to your most profitable customers; changing them from one-time customers to customers for life.

This week on Meet Mortech: Customer Success Managers we want you to meet, Brian Kohel! His role on the team is to help onboard and support Mortech clients to improve their daily operations within Marksman

Favorite part of the job: I really like hearing from clients how Mortech has helped them be more successful at their job and reach goals they have set for themselves and their companies.  

Favorite things to do on his days off: I like hanging out with my kids and friends or doing anything involving music.

Favorite place to travel: Favorite place to travel is Seattle.   

This week we want you to meet one of our Customer Success Managers, Samantha Hermann! Samantha's main area of focus on the team is to equip our clients with the tools they need to grow their business. 

Favorite part of the job: Being able to work with so many different people and learning something new daily in this ever-changing industry. 

Favorite things to do on her days off: On my days off I enjoy spending time with my family, going to sporting events and running!

Favorite place to travel: This is a tie between California and Oregon! California always has beautiful weather and a ton of things to do, but it's hard to beat the beauty of Oregon.