Black Knight, Inc. has launched a new broker portal and a smart broker assignment capability within Surefire, its industry-leading customer relationship management (CRM) and marketing automation software. The company said it made the move to help improve marketing performance for mortgage lenders’ wholesale divisions.
“For a long time, mortgage lenders have looked for an efficient way to deliver marketing support to their wholesale operations while honoring their broker partners’ preference to keep individual branding front and center,” said Rich Gagliano, president of origination technologies at Black Knight. “Our new Surefire broker portal empowers wholesale lenders to better manage their TPOs and create impactful marketing materials at scale that their brokers can use to connect with customers and promote their individual brand.”
The company says the new broker portal makes it easy for brokers and other third-party originators (TPOs) to access white-labeled marketing collateral from their wholesale partners for distribution to their customers and prospects.
The portal now features a new tool that gives TPOs real-time access to deal status and contact data, so they can stay informed as brokered loans progress from application to underwriting to clear-to-close.
In addition, Surefire has enhanced its contact management system with a smart broker assignment feature. This new capability makes it easier for wholesale account executives to group and manage brokers within their assigned territories, the company said.