Fast Start for Vantage Integrated Production℠

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Vantage Integrated Production, the mortgage industry’s first truly integrated enterprise-class sales and marketing service recently released by Mortgage Success Source, receives instant market acceptance.

Vantage Integrated Production
Vantage Integrated Production is designed to support every aspect of production.

Introduced in March 2013, Vantage Integrated Production℠ (VIP), the industry’s most comprehensive, enterprise-class sales and marketing service, has opened to an enthusiastic reception with nearly a dozen companies in the process of licensing and installation.

“We worked with numerous lenders over the last 18 months to make sure VIP would be exactly what was required; a production platform capable of meeting today’s regulatory challenges while driving revenue,” said Paul Zoukis, CEO, Mortgage Success Source. “We’re confident we hit the mark with this multi-million dollar investment.”

Built on a common database that integrates data from across the lender’s internal systems, VIP provides an unrivaled Customer Relationship Management platform coupled with industry-leading solution and content for Proposal Development, Presentation and Marketing.

“Our objective in developing Vantage Integrated Production was to empower our lenders, not shoehorn them into a turnkey service the way traditional mortgage sales and marketing services have done. We want our customers to control every aspect of their business from lead creation to post-closing retention,” commented Devin Daly, EVP of Sales and Service.

Built on a central database that combines the lender’s prospect, borrower, partner, loan and pricing information, the Vantage Data Center℠ enhances analysis, empowers event-triggered automated marketing, ensures the suitability of proposals and drives efficiency by sharing data across services.

“Today’s avalanche of new regulation can create fear, which in turn can stymie sales,” stated Ryan Stillwell, COO, Mortgage Success Source. “By providing timely, accurate data throughout the marketing and sales process, the Vantage Data Center, along with the controls and audit functions we have embedded throughout VIP, help drive production, productivity and compliance.”

“Vantage Integrated Production is designed to support every aspect of production,” said Sue Woodard, President, Mortgage Success Source. “We provide Vantage CRM℠, a powerful sales automation solution capable of driving both field and call center performance, and then turn the usual approach to CRM marketing modules on its head by empowering the lender to manage and control the creation and distribution of its marketing collateral. With Vantage Marketing℠, the lender can take charge of both compliance and brand management in one easy-to-use platform, unlike anything else in the industry. If the lender needs more assistance, we can provide the Vantage Content Library℠ to supplement their creative efforts with an ever expanding array of marketing materials and sales aids.”

“We don’t believe you can really drive conversion rates or assure compliance unless you reach every point of contact with the customer,” said Todd Ballenger, EVP of Sales Solutions & Business Development, Mortgage Success Source. Mr. Ballenger adds, “Whether it’s face-to-face or over the web, every proposal needs to be suited to the customer’s specific needs, every presentation clear and presented in the form the prospect prefers. Of course, from the enterprise view, everything should be consistent and incorporate the best sales practices possible. That’s precisely what Vantage Sales℠ delivers.”

“With more than 2,000 mortgage loan originators soon to be supported by VIP and 50 demonstrations enthusiastically received, we’re confident we got the initial release of VIP right,” said Mr. Zoukis. “But, it’s only the beginning. In partnership with our lenders and our parent, United Communications Group, a large, privately-held publisher and information services company, we will continue to invest and expand the VIP service to meet the ever-changing needs of the mortgage industry.”

Offered in a Software-as-a-Service (“SaaS”) model, Vantage Integrated Production is cost-effective to implement and operate and is hosted by United Communications Group in Gaithersburg, MD, in a PCI/ SOC 2, Type 1 compliant facility.

To learn more about Vantage Integrated Production, call (800) 963-1900 or visit

About Vantage Integrated Production

The result of a year-long, multi-million dollar development effort, Vantage Integrated Production℠ fully integrates the best-of-the-best marketing, sales force automation, market analysis and professional development solutions within a framework that provides corporate control and consistency. Vantage Integrated Production effectively meets the needs of production, marketing and compliance to safely and effectively achieve unparalleled production levels.

About Mortgage Success Source

Mortgage Success Source is the premier provider of content and services supporting the sale and marketing of mortgages and in the professional development of production personnel. With individual services tailored to meet the needs of both originators and corporations, Mortgage Success Source currently provides production support for more than 400 mortgage companies and tens of thousands of individual subscribers. For more information, visit

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Torry Burdick
Mortgage Success Source
(800) 963-1900
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