IT Department at Perennial Funding, LLC Develops New CRM Software

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Premiere mortgage company Perennial Funding and its IT department successfully developed a customer relationship management software program, thus improving the customers experience for new and existing clients.

Perennial Funding

Mortgage company, Perennial Funding, is proud to launch their new CRM software program. This CRM software was constructed to advance the overall business and maintenance to their prospects and existing clients. This CRM software will assist Perennial Funding in identifying and analyzing the clients’ financial opportunities much more efficiently.

A CRM system allows companies such as Perennial Funding to manage their correspondence and interactions with their customers.

“The CRM will provide our service support team the most effective means to ensure clients are taken care of from the beginning to the end of the mortgage process. We achieve this by designing a system that allows you to customize work flows to make them more efficient as needs arise and prioritizing the support team’s tasks” says Rob Guida, Senior Software Architect at Perennial Funding.

Perennial Funding has stated that the company employees are still working together to determine the name/title of the software application.

“We are excited to provide the company with a tool that will add efficiency and cohesion yielding benefits both internally and externally” says Nick Giro, COO/Marketing Director of Perennial Funding.

The idea and vision of this CRM software was brainstormed two years ago by Perennial Funding’s President and CEO, Corey Gee and COO/Marketing Director, Nick Giro. Perennial Funding Leaders wanted to develop a CRM software program that would provide their company with better insight by creating one starting point. This ultimately connects the client’s information through various other operational systems needed to provide the customers with award winning service.

“I am very excited to see our vision become a reality. There are many off the shelf CRM systems available in the market place however none that can fully integrate every element of our business like the one we have designed. This program takes the guess work out of the hands of our employees and makes it easy for them to execute best practices. Our industry has seen increased regulations over the past few years and we are on the heels of even more regulations in 2014. Every business strives to operate efficiently but for those of us in the mortgage origination world, it is now a must. Our growth plans for the future are built around the use of technology, and our new CRM release is just the beginning” says Corey Gee, President and CEO of Perennial Funding.

For additional information, please contact Perennial Funding at info(at)perennialfunding(dot)com or call (888)-496-7291.

About Perennial Funding, LLC:

Perennial Funding is a mortgage company located outside Philadelphia, PA and licensed in Pennsylvania, Maryland and New Jersey. The Perennial Funding team is made up of highly experienced mortgage professionals, dedicated to providing the best quality home loans in today’s market. Perennial Funding offers a variety of services. Whether you’re a first time homebuyer, purchasing your dream home, refinancing an outstanding loan, or consolidating your debt, the services Perennial Funding provides are limitless. To see what Perennial Funding can do for you, visit

NMLS #247954

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Hannah Park
Perennial Funding
+1 610-233-0026 Ext: 0037
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