SMP Digital Playbook
At Success Mortgage Partners, we’ve integrated cutting-edge technology like Encompass, Blend, Twilio, Total Expert, and Trust Engine to streamline operations, enhance customer experience, and drive lead generation. This synergy empowers our loan officers to focus on what they do best – closing deals and building lasting client relationships – ensuring they win more, faster.
Leading the Future of Technology in the Mortgage Industry
Owen Lee, a proven leader in the mortgage industry, drives meaningful and sustainable technology integration. As a member of the Mortgage Action Alliance Board for Technology and on the boards of Total Expert and Trust Engine, he champions innovative solutions. His leadership ensures Success Mortgage Partners excels, empowering loan officers and enhancing client experiences, transforming the mortgage landscape for a more efficient future.
Seamless Digital Application with Blend
Our branded version of Blend allows clients to complete their mortgage applications from any device. It collects necessary documents and provides real-time updates. With Blend’s Co-pilot feature, loan officers can assist clients directly, ensuring accuracy and ease.
Streamlined Process with Encompass
Applications are synced to Encompass, our top-tier Loan Origination System (LOS). Encompass streamlines the mortgage process with support, workflows, and custom-built bots, allowing you to close deals quickly and efficiently.
More than just “managed.” At Success Mortgage Partners, we have a team of developers and various levels of IT personnel to ensure that every piece of technology in our Digital Playbook is optimized to help you close more deals.
Do More & Win More with Success Mortgage Partners’ Digital Playbook
Technology tends to be an area that generates emotional responses for so many people. While many embrace new technology, just as many people will also hesitate to embrace technology. This is a common truth amongst many companies that are trying to stay ahead of the technology curve. We offer tons of support and training to ensure that you’re getting the most out of the investment with things like:
- Comprehensive Training: We offer thorough training programs to ensure our loan officers and staff fully understand and feel confident using new tools. This reduces anxiety and builds competence.
- Continuous Support: Our dedicated support teams are always available to assist with any issues or questions, providing a safety net that encourages adoption.
- Clear Communication: We communicate the benefits of new technology clearly and consistently, highlighting how it will make their work easier, more efficient, and ultimately more successful.
- Incremental Implementation: We introduce technology changes gradually, allowing time for adjustment and reducing the feeling of being overwhelmed.
- Feedback Mechanisms: We actively seek and incorporate feedback from our users, making them feel heard and valued, and ensuring the technology meets their needs.
- Leadership Buy-In: Our leaders, including myself, actively champion new technologies, leading by example and showing commitment to the changes.
Technology tends to be an area that generates emotional responses for so many people. While many embrace new technology, just as many people will also hesitate to embrace technology. This is a common truth amongst many companies that are trying to stay ahead of the technology curve. We offer tons of support and training to ensure that you’re getting the most out of the investment with things like:
- Comprehensive Training: We offer thorough training programs to ensure our loan officers and staff fully understand and feel confident using new tools. This reduces anxiety and builds competence.
- Continuous Support: Our dedicated support teams are always available to assist with any issues or questions, providing a safety net that encourages adoption.
- Clear Communication: We communicate the benefits of new technology clearly and consistently, highlighting how it will make their work easier, more efficient, and ultimately more successful.
- Incremental Implementation: We introduce technology changes gradually, allowing time for adjustment and reducing the feeling of being overwhelmed.
- Feedback Mechanisms: We actively seek and incorporate feedback from our users, making them feel heard and valued, and ensuring the technology meets their needs.
- Leadership Buy-In: Our leaders, including myself, actively champion new technologies, leading by example and showing commitment to the changes.
Book time to speak with us today!