Bay Equity Selects MortgageCEO

Moves From Multiple Systems to One Enterprise CRM and Marketing Platform

WORCESTER, Mass.--(BUSINESS WIRE)--MortgageCEO, a leader in customer relationship management (CRM), sales tools and marketing solutions for the mortgage industry, announced today it was selected by Bay Equity, LLC to provide MortgageCEO’s enterprise CRM and marketing platform for Bay Equity’s retail origination and wholesale lending divisions. Bay Equity LLC is one of the San Francisco area’s most respected and successful mortgage lending institutions and ranks among the San Francisco Business Times list of the "Top 100 Fastest-Growing Private Companies" in the Bay Area.

“With MortgageCEO we are able to consolidate multiple technology systems into a single marketing solution that sits on top of our LOS”

“We are pleased to announce that Bay Equity has selected MortgageCEO as its CRM and marketing platform,” said Jaret Christopher, Chief Executive Officer at MortgageCEO. “Our all-in-one CRM and marketing platform is a powerful tool for any lender who is looking to streamline their sales and marketing processes.”

Previously, Bay Equity used multiple systems to manage their contacts, leads, email marketing and websites across their retail origination and wholesale divisions. “With MortgageCEO we are able to consolidate multiple technology systems into a single marketing solution that sits on top of our LOS” stated John Marler, Director of Marketing and Communications.

It wasn’t just MortgageCEO’s comprehensive suite of marketing tools and CRM that led to Bay Equity’s decision. The lender wanted a web-system that was user friendly and was delivered as a software as a service (SaaS) model that could be easily managed.

“MortgageCEO’s platform is very robust and having a single CRM system with a suite of integrated marketing tools solves many business problems ranging from marketing automation to compliance”, commented Marler.

About Bay Equity

Bay Equity is a full-service wholesale and retail mortgage lending institution founded in June 2007 and headquartered in the heart of San Francisco’s Financial District, one of the very few mortgage lenders actually located in the City by the Bay. Bay Equity also has operations centers in Pleasanton, California and Portland, Oregon and more than a dozen retail branch offices on the West Coast. www.bayeq.com

About MortgageCEO

MortgageCEO, an ARG Interactive company, is a leading provider of CRM, sales tools and marketing automation solutions to mortgage companies, banks and credit unions. Our suite of sales tools and marketing solutions are easy to implement and cost effective way to increase sales and provide a better overall experience to your clients. www.mortgageCEO.com