Comergence Adds Jet Direct Mortgage to its Roster of Wholesale Clients

Comergence proudly announces and welcomes its newest client acquisition with Jet Direct Mortgage.

Jet Direct Mortgage, who has an established retail operation based in New York, has selected Comergence to provide third-party originator due diligence services for their recently launched Wholesale channel.  Jet Direct’s new Florida location will oversee and facilitate the Wholesale channel with primary service coverage of the east coast.

Dale Hinrichsen, Director of Wholesale Operations at Jet Direct said, “We understand what’s at stake and we take compliance very seriously.  The Comergence platform provides everything we need to achieve our regulatory goals; automation, data consistency with a systematic approach.” Hinrichsen continued, “In my opinion, there was no other choice.”

Comergence President, Greg Schroeder agreed, “Dale’s team needed a tool to meet their needs. Our solution is the only one that offers access to accurate, licensed broker data, giving them the ability to be compliant as they navigate a new service channel and establish clients.”

As with all Comergence clients, Jet Direct will benefit from newly released, ground-breaking features that make it even easier to track and report on who they do business with supported by superior customer service and a dedicated product development team that relies on the user base to drive new products and features.

Announcing the Launch of ComergenceCRM®

The platform unites mortgage compliance and sales to increase business without added regulatory burden

Comergence, an established provider of third-party vendor and risk-management platforms for the mortgage industry, announced today the release of ComergenceCRM for Wholesale, Correspondent and Warehouse lenders.  The CRM solution is embedded in the existing Comergence compliance portal and will effectively change the way lenders recruit and manage third-party originator business using native system features.

The platform differentiates itself from others in the Customer Relationship Management (CRM) space in two key ways; it comes loaded with the pristine data of a lender’s clients and prospects that are already being monitored by the Comergence core due diligence system, alleviating additional compliance burden and it eliminates costly customized configuration often required with other off-the-rack systems.

“We saw the need to bridge a gap between sales and compliance teams so we developed a tool that does just that,” said Greg Schroeder, president of Comergence. “It’s so important to alleviate loan prevention challenges due to compliance demands, so we fashioned a system to provide clearer insight into who lenders should being doing business with.”

Other key ComergenceCRM features at launch time include; propriety market forecast indicators with over 90% accuracy, historical loan production information and a robust email marketing tool.

“We understand that data hygiene is the biggest challenge when it comes to database management,” said Michael Stallings, executive vice president, Comergence.  “We’re able to monitor and update the data ensuring the highest possible standards in data integrity.”

The ComergenceCRM can integrate with any lender’s loan origination solution providing a 360-degree picture for deeper evaluation and easier health checks for all existing partnerships.

Comergence® Names Chaeli Walker New Marketing Director

Walker brings 15 years of senior level sales and marketing experience to provider of third-party vendor and risk-management platforms for the mortgage industry

Comergence has hired Chaeli K. Walker as its new marketing director to lead the effort on new product roll-outs and sales support objectives through multi-channel communications.

Prior to joining Comergence, Ms. Walker was director of sales and marketing at Amplify Media based in Long Beach, California, where she was responsible for the creation of the company’s advertising and partnership strategy. Before that, she spent nearly a decade as marketing manager at in Costa Mesa, California working closely with sports and entertainment venues to drive online ticket sales utilizing the latest technologies and strategic partners.

“Chaeli’s expertise in client services and marketing communications make her an ideal fit for Comergence,” said Greg Schroeder, president of Comergence.  “Her enthusiasm and client-centric attitude will help fuel our continued growth.”

“I’m excited to join a company that offers such innovative products to the mortgage industry,” Walker said. “I look forward to working with the talented and outwardly passionate team at Comergence.”