About Reverse Mortgage Funding (RMF)
RMF Improves Their Contact Center Without Breaking the Bank
Managed by a team of industry veterans, Reverse Mortgage Funding™ (RMF) offers a full array of Home Equity Conversion Mortgage (HECM) loans, plus the expertise to help homeowners understand and navigate the entire process.
”Contivio’s Salesforce Power Dialer has been a real game-changer for our Sales team. The reps create their list, hit the start button and start dialing directly from Salesforce. We couldn’t ask for an easier solution!
Needed to route calls to Sales reps based on territory
Didn’t have Salesforce integration, so everything was manual
Needed a blended solution for both inbound & outbound
Reverse Mortgage Funding (RMF) believe that homeowners deserve more from reverse mortgage lenders, and strive to give their customers the best service through consultative selling and applying a fresh perspective. To differentiate themselves from their competitors and provide the highest quality customer service, they needed a Contact Center solution that integrated with their CRM (Salesforce) and automated the outbound dialing process for their Sales reps, which wasn’t possible with their old Avaya phone system.
Prior to choosing Contivio, RMF researched several Cloud solution providers over the course of a year, and each provider was asked to highlight key traits that separate their integration from competitors. After a quick demo of Contivio’s patented CloudConnect Salesforce Integration technology, Reverse Mortgage had found their match.