Synergi: Mortgage Marketing Automation Software
Synergi helps mortgage professionals use AI/ML modeling to identify borrower segments and automate marketing tasks. It is designed for organizations looking to integrate CRM and loan origination data for targeted campaigns.
At a glance
- Category
- Marketing
- Best for
- Mortgage Lenders, Mortgage Brokers, Banks, Credit Unions
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Borrower Segment Optimization, Loan Recapture, Multi-Channel Marketing View, Lead Management Automation
- Integrations
- Salesforce, Microsoft Dynamics
- Official website
- synergi.ai
Synergi is a marketing automation and data intelligence platform specifically built for the mortgage industry. It uses AI and machine learning to analyze borrower behavior and predict market dynamics, which supports the creation of personalized marketing content.
The tool is designed for mortgage lenders, banks, and credit unions. It helps these businesses integrate information from CRMs and loan origination systems into a single dashboard for reporting and analytics.
Buyers can use the platform to manage lead follow-ups, identify specific borrower benefit segments, and monitor multi-channel marketing funnels. The system uses AES 256-bit encryption and is designed to align with GDPR standards.
Before choosing this software, buyers should confirm how the custom integration process aligns with their specific tech stack and verify if the predictive modeling fits their current lead generation strategy.
Key Features
Uses machine learning to predict future borrower behavior and identify patterns in raw data.
Supports the automation of routine tasks such as lead management and follow-up communications.
Provides reporting analytics and a consolidated view of the customer journey.
Designed to connect with various platforms, including CRM and loan origination software.
Uses AES 256-bit encryption and aligns with GDPR standards for data protection.
Use Cases
Identifying borrower benefit segments to help manage and optimize lead costs.
Using predictive data to support recapture efforts on refinance and purchase loans.
Creating a full-funnel perspective of marketing activities across different channels.
Automating the process of following up with potential borrowers to reduce manual work.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
Synergi is built specifically for mortgage lenders, banks, and credit unions.
The engine uses algorithms to analyze raw data and predict future borrower behavior to help create personalized marketing content.
The platform uses AES 256-bit encryption and aligns with GDPR standards for data privacy and security.
Source category: Marketing
Source subcategory: Marketing Automation
