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New Penn Financial - OmniBrowse (Systems (MortgageHippo, Salesforce - D2C,…
New Penn Financial - OmniBrowse
Stakeholders
MortgageHipoo
Micheal Salichs
Joe Dahleen
New Penn Financial
Adam Stern - Enterprise Execution
Todd Beebe
Sebastian DiPino
Joseph Lewis - IT
Kevin Christmann
Use Cases
MortgageHippo
First Application before moving into consumer portal
Conversion
Proprietary Consumer Portal
Loan Officers currently have a generic read-only view
Servicing Borrowers asking about Disclosure packages
eSignature
Screensharing Loan Proposals
LION - Broker & Correspondence Portal
Onboarding
Training
Support & Servicing
Systems
MortgageHippo
Salesforce - D2C
Five9
Velocify
TotalExpert CRM - Retail
DocuTech - eSigning
Proprietary LOS
Themes
CoBrowsing
Moving toward Digital Experience/Digital Packages
Borrower Satisfaction
Real Time
Efficiency
Users
250-750 Loan Officers & Assistants
Unlimited
Business Channels
Wholesale
Retail JV
All Self-Sourced Leads
D2C
Lead Acquisition through 3rd Party Sites
Hurdles
Technical Questions (PII, Security,etc.)
Pricing
Integrations into 3rd party
Content
Ultimate Guide to CoBrowsing
Driving Self-Serve
Sec & Arch
SaleMove CoBrowsing
Conversion Case Study
CoBro vs. ScreenSharing