Skip to main content

National mortgage banker finds MLO efficiency soars with marketing automation integrated into loan origination system

December 8, 2015 – Red Bank, NJ – Vantage Production LLC, a leading provider of advanced automated marketing and sales acceleration solutions for mortgage lenders, has announced that CMG Financial, a national, multi-channel mortgage banker based in San Ramon, California, has selected Vantage Production’s enterprise-class CRM platform VIP for its retail division.  Founded by Christopher M. George in 1993, CMG Financial generates business nationwide through its retail, wholesale and correspondent divisions, and holds lending approvals with HUD, VA, Ginnie Mae, Freddie Mac and Fannie Mae.

Vantage Production’s VIP solution provides marketing automation that amplifies the efforts of CMG Financial’s mortgage loan originators while ensuring compliance with regulatory considerations for messaging accuracy and standardization.  CMG Financial finds that MLOs are far more productive when their CRM is integrated with the loan origination system and provides a single workstation environment for the entire process.

“We wanted MLOs to have one platform that integrates with the LOS and allows the marketing department the capabilities to ensure marketing is automated from point-of-contact through post-closing,” said David Herbst, senior vice president of marketing for CMG Financial. “The more we can do to support our MLOs, the better able we are to achieve our mission of delivering the right loans for the right reasons in a way that exceeds all expectations,” he said.  “VIP gives CMG Financial a competitive edge that will also help us attract new sales talent as we grow our retail organization.”

“High-tech support for today’s sales force includes an essential capability – mobile,” said Sue Woodard, president and CEO of Vantage Production, and a former loan originator with over 20 years of experience.  “VIP’s mobile capabilities put every feature of the platform at the MLO’s laptop, tablet or smartphone, which can be a tremendous asset for pleasing borrowers, real estate agents and referral partners,” she noted.  “CMG Financial’s originators can create compliant collateral materials and presentations on the spot, delivered to their mobile devices.  They can launch entire campaigns, view loan status, manage referral partnerships and perform dozens of other tasks that make them indispensable to borrowers and clients, without having to leave the field,” she said.  “And in this renewed purchase market, that’s where the action is.”


About Vantage Production
Vantage Production, LLC provides advanced mortgage-industry focused CRM systems, compliant automated marketing and sales solutions, compelling content for the mortgage industry and professional development programs. With solutions tailored to the requirements of enterprise lenders and loan officers alike, Vantage Production serves more than 300 leading lenders and tens of thousands of individual mortgage industry subscribers. For more information, visit