Building Customer Relationships in Digital Lending

How to nurture relationships and improve customer satisfaction in digital banking.
POS and CRM: Your Mortgage Technology Dream Team

Learn how mortgage POS and CRM platform integrations are a lender’s mortgage technology “dream team” to keep homeowners on track during the customer journey.
Needs Versus Wants: The Mortgage Point-of-Sale Dilemma for Big Banks

As your fellow bank stakeholders develop a configurable point-of-sale (POS) system for mortgages, it’s crucial to separate what you need versus what you want.
Veronica Nguyen Moderates a Cyber Security Panel at Mortgage Innovators 2020
BeSmartee® Honored as Bronze Stevie® Award Winner in 2020 American Business Awards®

Stevie winners celebrated during virtual awards ceremony.
HousingWire Tech100 Spotlight at Mortgage Innovators Conference 2020
5 Companies that Offer Mortgage Education

Get to know the five top mortgage educators in the industry.
Identity Verification: Why Banks Need to Verify Your Identity

A glimpse into how banks could benefit from implementing a mortgage POS solution that integrates with an identity verification company.
Learn to Optimize CRM & POS Platform Usage for More Loans in a Virtual World
On Technology and the Circularity of Innovation

An interview with mortgage industry expert Paul Gigliotti, Chief Operating Officer of Pinnacle Home Loans.