In
an
industry
where
managing
a
web
of
technology
vendors
to
support
LO’s
sales
and
marketing
needs
has
become
overwhelmingly
complex,
inefficient
and
creates
unnecessary
security
and
compliance
risks,
CANDID
is
quickly
becoming
a
leader
in
transforming
how
mortgage
lenders
operate.
With
its
new
partnership
with
Atlantic
Bay
Mortgage
Group,
CANDID
is
set
to
make
an
even
greater
impact.

A
visionary
partnership
with
Atlantic
Bay
Mortgage

Atlantic
Bay
Mortgage
Group,
known
for
its
innovative
leadership
and
forward-thinking
approach,
is
committed
to
providing
its
LOs
with
cutting-edge
marketing
and
sales
technology.
This
commitment
has
made
Atlantic
Bay
a
top
destination
for
LOs
seeking
the
best
platform
to
elevate
their
business.
By
partnering
with
CANDID,
Atlantic
Bay
is
reaffirming
this
dedication,
offering
its
LOs
access
to
a
robust,
streamlined
mortgage
marketing
and
sales
ecosystem.

Atlantic
Bay,
guided
by
forward-thinking
leadership,
empowers
its
LO’s
with
an
open-architecture
platform
that
delivers
the
marketing
and
sales
tools
they
need
today,
while
also
providing
a
flexible
framework
to
quickly
adapt
to
the
future
technologies
of
tomorrow.
This
innovative
platform
simplifies
workflows,
allowing
LOs
to
focus
on
delivering
exceptional
client
service,
supported
by
advanced
automation
and
AI.
By
leveraging
CANDID,
Atlantic
Bay
enhances
data
management
and
operational
efficiency,
equipping
its
LOs
with
the
tools
they
need
to
thrive
in
a
competitive
market.

CANDID:
The
ecosystem
for
top-producing
LOs

Developed
by
top-producing
LOs,
CANDID
has
become
the
preferred
mortgage
marketing
and
sales
ecosystem
for
many
of
the
nation’s
elite
originators,
with
an
average
user
volume
of
$43M.
Designed
from
the
ground
up
based
on
the
real-world
experiences,
pain
points,
and
best
practices,
CANDID
focuses
on
simplicity
while
delivering
a
consistent
brand
experience
across
every
touchpoint—from
its
natively
built
POS,
automated
marketing
content,
and
portals
to
fulfillment
automations
and
client
retention
experience.

Mortgage
organizations
like
Atlantic
Bay
benefit
from
CANDID’s
ability
to
simplify
complex
technology
stacks,
resulting
in
improved
data
efficiency,
up
to
43%
cost
savings,
and
enhanced
marketing
and
sales
productivity
through
enriched
and
centralized
data.
These
advantages
streamline
operations
and
help
mortgage
companies
stay
competitive
in
an
ever-evolving
industry.

Efficiency
to
the
core

For
many
mortgage
companies,
managing
a
wide
array
of
vendors
and
software
platforms
can
be
a
daily
challenge.
CANDID’s
ecosystem
approach
eliminates
this
by
providing
LOs
with
essential,
natively
built
tools
within
a
single
cloud-based
operating
system.
This
unified
system
simplifies
workflows,
maintains
data
consistency,
and
reduces
compliance
risks,
allowing
LOs
to
spend
more
time
focusing
on
what
truly
matters—helping
clients.

CANDID
also
offers
advanced
automated
marketing
funnels,
driving
conversion
rate
optimization
with
AI
and
providing
unique
native
experiences
like
*scenarios,*
a
modern,
responsive
mortgage
presentation
tool
designed
for
speed
and
built
directly
into
its
client
portal
experience.

Beyond
marketing,
CANDID
leverages
automation
and
smart
data
to
remove
mundane
operational
tasks,
such
as
ordering
HOI,
POAs,
and
title
insurance.
The
platform
schedules
operational
workflows
through
smart
tasks
and
automates
multi-party
milestone
updates,
ensuring
transparency
and
communication
without
the
need
for
manual
effort.
Additionally,
CANDID
handles
tasks
like
sending
refinance
opportunities
via
email
and
SMS,
conducting
automated
annual
mortgage
reviews,
and
maintaining
engagement
with
past
clients.
By
automating
these
routine
processes,
LOs
can
focus
on
building
relationships
and
closing
deals,
reducing
burnout
and
improving
job
satisfaction.

Atlantic
Bay
Mortgage’s
strategic
implementation

Atlantic
Bay
is
in
the
early
stages
of
implementing
CANDID,
and
while
the
full
impact
of
the
transition
is
still
unfolding,
the
potential
is
evident.
By
consolidating
data,
reducing
technology
costs,
and
streamlining
the
LO 
experience,
Atlantic
Bay
is
setting
the
stage
for
significant
improvements.

Through
CANDID’s
comprehensive
ecosystem,
Atlantic
Bay
will
provide
its
LOs
with
a
seamless,
efficient
platform
that
enhances
their
sales
and
marketing
efforts,
making
it
easier
to
scale
and
succeed
in
today’s
competitive
market.

Reshaping
the
mortgage
industry

In
an
industry
often
bogged
down
by
complexity,
the
partnership
between
Atlantic
Bay
Mortgage
and
CANDID
signals
a
bold
step
toward
the
future.
Together,
they
are
revolutionizing
the
way
LO’s
work,
combining
advanced
technology
with
a
personal
touch
to
ensure
clients
receive
the
best
possible
experience.

For
mortgage
organizations
looking
to
reduce
inefficiencies,
improve
data
management,
and
empower
their
sales
organizations,
CANDID
offers
a
clear
path
forward.
By
partnering
with
industry
leaders
like
Atlantic
Bay,
CANDID
is
not
just
making
an
impact—it
is
leading
the
charge
in
reshaping
the
mortgage
process.

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