VerTech Solutions Group

COMPANY FOUNDED: 2002
Vertech.png
www.vertechgroup.com


Who We are



Our mission is to build technology solutions that provide measurable and game-changing value for our customers’ businesses. Mortgage is in our DNA - we are laser focused on providing the mortgage industry with the leading Mortgage CRM and cutting-edge cloud enablement strategies built on Microsoft technologies.


Questions for VerTech Solutions:




What Makes Your Product Great?



VerTech’s Mortgage365 provides the most integrated cloud experience built on Microsoft technologies in mortgage today. Compromise no longer. With providers including Encompass, Optimal Blue, Zillow and more, we allow our clients to leverage best-in-the-business mortgage tools all within a single, consolidated solution. Additional features include:

·       borrower and co-borrower management;
·       lead management;
·       Mortgage-centric marketing automation;
·       loan scenario comparison;
·       activity tracking;
·       web portals;
·       social listening;
·       chat;
·       secure, customer-facing presentations


What Key Challenge Does It Solve?



Our integrated CRM solution eliminates data silos and leverages Microsoft tools that you use every day to provide a 360 degree view of the client within a single CRM workplace.


Best Success Story?



Eagle Home Mortgage, member of Fortune 500 company Lennar, is a top 15 lender in the US with over $9.5B in revenue. Their challenge: LO’s were working in siloed and disconnected applications, and also losing time (and money) duplicating information across several platforms. The solution: VerTech's Mortgage365 powered by Microsoft Dynamics was implemented to fit the specific day-to-day needs of LO's to make their work easier, more effective, and ultimately helped drive greater borrower experiences.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Made by LO's - for LO's.


Presenters



Terrisa Reeves, Director of Business Development
Jason Seedig, CEO and Founder

Key Executives



Jason Seeding, CEO/CTO
Terrisa Reeves, Director of Business Development
Megan Smith, Director of Operations

Key Customers/Clients



Eagle Home Mortgage, Vertex Financial Group, Carrington Mortgage Holdings