To serve its 5,000 loan officers in 600 offices nationwide, Houston-based Allied Home Mortgage has picked Seattle-based Entellium's Pro-Activity customer relationship management product over Salesforce and other leading CRM products.An Allied spokesperson cited ease of use and low cost of ownership as reasons for picking Entellium. Pro-Activity automates user-selected reports and instantly sends pre-formatted and merged documents, such as contracts, proposals, invoices, and follow-up materials, to designated contacts. Entellium says the product is the most user-centric CRM system on the market, backed by 43,000 hours of usability research. Allied, the nation's largest privately held mortgage company, handles as many as 12,000 loans per month.
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In early deployments with Freedom Mortgage, the platform from Palantir Technologies and Moder is live with multiple key processes.
March 20 -
The average homebuyer would save $150 per month by using an adjustable-rate mortgage instead of a 30-year fixed-rate mortgage, according to Redfin.
March 20 -
Rising insurance premiums and total ownership costs are driving borrower hesitation in high-cost regions. See how lenders can adapt strategically.
March 20 -
Overlooked controls and fragmented oversight leave mortgage lenders exposed to enforcement, litigation, and reputational damage. Learn how to close the gaps.
March 20 -
Guaranteed Rate Affinity, joint venture between Guaranteed Rate and Anywhere Integrated Services, announced its national builder divisional manager.
March 20 -
The wholesale lender says it agreed to a $660,000 deal last summer for employees seeking overtime pay, an agreement the plaintiffs say never existed.
March 20





