Remarkable Mortgage and CANDID: Redefining Mortgage Operations
In a landscape characterized by uneven technological solutions and increasing operational expenses, Remarkable Mortgage — in partnership with Oconee State Bank, a reputable FDIC-insured institution — is establishing a new benchmark. Utilizing CANDID’s cutting-edge sales and mortgage marketing system, Remarkable Mortgage has experienced a remarkable 30% business growth from 2023 to 2024, with aspirations for an additional 50% growth this year.
CANDID: Revolutionizing the Mortgage Experience
CANDID distinguishes itself from conventional solutions that compel Loan Officers (LOs) to navigate multiple systems and logins. Instead, it integrates sales, marketing, recruiting, and team operations into a singular, cohesive platform. This consolidation simplifies processes, enhances automation, and can generate up to 43% savings in vendor management expenses, allowing companies to channel funds into growth and performance enhancement.
Specifically crafted by mortgage industry professionals for their peers, CANDID has shown impressive results. LOs utilizing the platform report an average productivity increase of 26% within just six months due to streamlined operations that minimize manual tasks throughout the borrower journey.
One satisfied user stated, “CANDID was the technology behind my personal production growth from $6 million per year to $250 million per year.”
This transformative growth is driven by features that extend well beyond basic Customer Relationship Management (CRM) capabilities. CANDID’s tools are geared towards converting leads into finalized deals through intelligent automation and timely communications. Furthermore, its client retention automation system incorporates AI-driven Refinance Engagements, which actively monitor borrower data and identify over 16 types of refinancing opportunities, engaging customers at optimal times without manual effort from LOs.
Moreover, CANDID’s advanced SMS and portal messaging features are intricately integrated into the operating system. This facilitates effortless communication, document handling, and referral processing. Users can securely save essential documents, like a driver’s license photo, directly from the SMS portal into RIN, CANDID’s native drag-and-drop document management system. LOs can also send personalized video messages, communicate with borrowers and transaction partners via group SMS, and utilize dynamic content to craft impactful, tailored communications.
As noted by Charlie Flemming, another top-performing user, “What you’ve built is no comparison to anything on the market currently.”
Remarkable Mortgage: Cost Reduction and Growth Acceleration
Prior to adopting CANDID, Remarkable Mortgage relied on a fragmented and cumbersome tech stack that hindered operations, limited productivity, and increased expenses. By moving to CANDID, the organization has:
- Simplified operations, eliminating unnecessary vendor complexity
- Reduced technology expenditures, reallocating budget towards LO development initiatives
- Improved LO productivity, enabling a stronger focus on client relationships and revenue generation
With CANDID’s automated workflows, refinance engagement capabilities, and communication tools, Remarkable Mortgage has established a scalable operational model designed to not only support its existing LOs but also foster their success in a competitive, high-volume market.
A Blueprint for the Future of Mortgage Lending
As the Spring homebuying season approaches, Remarkable Mortgage is gearing up for yet another record-breaking year. The collaboration with CANDID exemplifies how modern mortgage firms can revolutionize their operations, enhance LO effectiveness, and drive substantial growth by embracing a fully integrated operating system.
Learn More About CANDID
For more information, visit CANDID’s official website.