Loan Officers Gain Competitive Advantage Through MloFlo’s Latest Agent Insights Integration

Seminole, FL

February 7, 2024

MloFlo, a leading provider of mortgage CRM and Point of Sales (POS) software, recently announced a new integration that empowers lenders with cutting-edge agent insights. This innovative solution delivers real-time data, analytics, and reporting capabilities, enabling lenders to optimize their agent networks, improve partner relations, and enhance the overall customer experience.

The integration seamlessly connects MloFlo’s mortgage CRM / POS platform with the lender’s agent network, providing access to a wealth of valuable data. Lenders can now track agent performance, identify top performers, and make informed decisions to optimize their agent network and mortgage marketing efforts. Additionally, the integration offers comprehensive reporting capabilities, allowing lenders to analyze agent performance metrics, identify trends, and gain insights into the overall effectiveness of their agent network.

 

Key benefits of the MloFlo-RETR integration for lending professionals:

  • Uncover Concealed Opportunities: Lending professionals can gain access to comprehensive data on agent production, encompassing loan volume, types, and wholesale experience. This enables the MloFlo user to pinpoint partners with high potential and tailor their outreach accordingly.
  • Fortify Agent Relationships: Loan originators (LO’s) can now create and maintain a personal database of agents, monitor engagement levels, and solicit warm introductions from their most dedicated partners. RETR’s data-driven insights facilitate their understanding of individual agent needs and preferences, fostering more robust and personalized connections.
  • Streamline marketing efforts: These same LO’s can identify agents actively working with their competitors and tailor targeted campaigns to win more the most profitable agent referrals.
  • Augment Efficiency: Eliminating manual data entry and redundant tasks through RETR’s automated agent tracking and insightful dashboards allows the lending professional to concentrate on what truly matters – building strong relationships and expanding their business.

 

Derrick Doss, Co-Founder of MloFlo, expressed his excitement about the partnership with RETR, stating “We are thrilled to partner with RETR to provide our users with the industry’s most comprehensive agent intelligence.”

Adam Zima, also a Co-Founder of MloFlo, added, “This integration empowers lending professionals to make data-driven decisions, optimize their marketing strategies, and ultimately achieve greater success.”

“Integrating with MloFlo makes so much sense,” said Steven Wynands, CEO of RETR. “RETR provides industry-leading data on real estate and mortgage professionals, and this integration with MloFlo’s CRM will supercharge our customers’ outreach to real estate agents through marketing automation and fuel their business growth.”

 

About MloFlo.com

MloFlo.com is a leading provider of cloud-based mortgage CRM and loan marketing automation solutions. Their comprehensive platform streamlines the loan origination process, cultivates agent relationships, and automates mortgage marketing campaigns, enabling lenders to close more deals faster. The only mortgage CRM for lending professionals, built hands-on by lending professionals, visit MloFlo.com

 

About RETR

RETR provides industry-leading data on real estate and mortgage professionals. Headquartered in Reston, VA, RETR’s data includes production data, contact information, and advanced intelligence that makes it quick and easy for customers to identify, capture, and retain opportunities with mortgage and real estate professionals. For more details, visit: retr.app

 

 

 

 

 

 

About the author : Adam Zima