Tavant Announces FinLeads on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Tavant Customers Can Now Benefit From the Lending Industry-Focused Customer Engagement and Point of Sale Solution

Tavant announced it has launched FinLeads on Salesforce AppExchange, empowering customers to create one universal workspace for loan officers to intuitively collaborate and engage borrowers through an integrative mortgage application journey. Leveraging FinLeads, lenders gain an integrated view of their pipelines across various locations nationwide. It harnesses data from multiple systems and delivers that information to loan officers, allowing them to craft personalized customer journeys and close loans faster. By providing a single interface for the whole ‘lead to loan’ journey, the solution can improve efficiency, drive better throughput, and deliver intelligence to help loan officers address the important customers with the appropriate solutions for their financial service’s needs.

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FinLeads is a one-stop-shop solution for marketers and loan officers in the enterprise lending businesses. The solution connects with over 120 third-party data and service providers. These include connectors to consolidate leads from myriad sources, improve loan application conversion by pulling data from credit, income, employment, and asset data providers. Its integration with enterprise pricing and loan origination engines helps convert leads to loans and act upon and track loans throughout the origination lifecycle.

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Finally, it is omni-channel enabled so loan officers are able to engage customers online, through email, text and chat, providing the ability for loan officers to stay in touch with borrowers through what is complex and financial transactions. Leveraging FinLeads has enabled early adopters to improve sales productivity and increase per loan origination application rate by 30% in the first three months.

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