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5 December 2024 December 2024 » M T E C H A&D MORTGAGE UNVEILS FREE CRM TOOL FOR MORTGAGE BROKERS A &D Mortgage has announced the launch of LEADer, its proprietary free CRM tool designed for its Approved Partners. The new platform is designed to transform how mortgage professionals manage client relationships and streamline oper- ations to help them grow their pipelines. A&D Mortgage has always been committed to providing mortgage brokers with the tools they need to excel in their profession. With the launch of this free CRM tool, A&D Mortgage aims to empower mortgage brokers to reach new levels of efficiency and success in their business endeavors. Key features of LEADer include: • Client Management: Easily orga- nize and access client information, communication history, and loan details in one centralized location. • Task and Calendar Management: Stay on top of appointments, fol- low-ups, and important deadlines with integrated task and calendar management. • Lead Generation: Capture and manage leads to expand your client base and grow your business. • Automated Communications: Send automated emails, reminders, and updates to clients, keeping them in- formed throughout the loan process. • Single Sign-On (SSO): LEADer offers Single Sign-On (SSO) func- tionality, allowing mortgage brokers to seamlessly access both the CRM and other critical platforms like AIM (Broker Portal) and ADvantage Loyalty Program. • User-Friendly Interface: Enjoy an intuitive and user-friendly interface designed with the needs of mortgage brokers in mind. • Customization: Tailor the CRM to suit your unique business needs with customizable fields and work- flows. • Secure and Compliant: Rest easy knowing your data is stored securely and the CRM tool complies with industry regulations. "At A&D Mortgage, we understand the challenges that mortgage brokers face in their day-to-day operations," said Max Slyusarchuk, Founder and CEO at A&D Mortgage. "LEADer is a testament to our commitment to supporting the success of mortgage professionals. We believe this tool will significantly en- hance efficiency, client satisfaction, and ultimately, broker success." R3 AND RADIAN TO MODERNIZE TITLE TRANSFER & INSURANCE PROCESS R 3 and Radian have collaborated to modernize and improve the title insurance, closing, and settlement services process. Titlegenius, provided by Radian Settlement Services Inc., utilizes R3's Corda platform to help the real estate market by providing a simple, transparent, and secure way to order title and closing services online. Titlegenius by Radian is a workflow management tool and system of record that provides real-time status updates to buyers and their agents. By lever- aging R3's Corda for secure document storage and data transfer, Titlegenius helps simplify and speed the execution of property title transfers, increasing visibility of the transaction life cycle using cutting-edge blockchain technol- ogy. Customers can save an average of 25% on closing costs compared to other providers. Corda is R3's open, permissioned technology platform, powering the tokenization of assets and currencies. The Corda platform delivers token issu- ance, collateral mobility, and settlement across markets, with the largest number of in-production solutions. Important- ly, Corda transfers information and assets in a controlled environment to support privacy, security, sovereignty, and compliance. Corda helps speed and simplify the title insurance, closing, and settlement services process by putting the entire transaction management on the blockchain, providing a secure, transparent record of ownership and transfer, accessible via Titlegenius's secure portal. Kate Karimson, Chief Commercial Officer at R3 said, "We are excited to an- nounce this collaboration with Radian. Titlegenius illustrates the advantages of moving title data onto an open, per- missioned ledger. This integration on Corda brings better transparency, data control, and smart contract execution, offering time and cost savings to Radian customers. With the most live, in-pro- duction use cases of any DLT platform, Corda's peer-to-peer structure con- tinues to lead in privacy, security, and scalability for regulated markets." Steven Stipetich, Radian's SVP of Title, said, "The title transfer process is notoriously slow and complex, and we are excited to collaborate with R3 to make this process simpler and more efficient for our clients. There are many valuable use cases for DLT in the property space like bulk refinancing— already supported by the Titlegenius platform. We look forward to continued collaboration with R3 in our mission to transform residential real estate transactions through cutting-edge technology."