SYNERGY ONE LENDING PHONE NUMBER FREE

Homebot’s highly personalized home finance information facilitates meaningful engagement between Synergy One Loan Officers and their clients. Honestly, unlike any ROI that I've seen in another tech stack that we currently offer.” “The ROI for us on the Homebot investment has been off the charts. In their first quarter using Homebot, Synergy One Lending engaged more than 10,000 clients, drove over 300 conversations, and closed 268 transactions. The Homebot staff was phenomenal.” Results “I would say it's been one of the easiest and smoothest tech stack implementations that we've experienced so far. Homebot was implemented for 117 Loan Officers in December of 2020 as a way to drive engagement and purchase business in an increasingly heavy seller’s market. “Homebot for us, provided a way for us to very inexpensively, but yet in a very personalized way, connect with our borrowers and clients in a way that they found a lot of value in.”Īfter a rigorous vetting process across the organization, Synergy One selected Homebot as their preferred client-for-life solution. And, of course, they evaluated vendors based on potential return on investment. They looked for an addition to their tech-stack that would guarantee adoption, provide value to both their Loan Officers and their clients. They discussed implementation processes and conducted compliance reviews. Synergy One considered the time and resources each solution would require. Innovation and excellence are core values at Synergy One, so it’s no surprise that they have a thorough due diligence process when evaluating technology partners. “When I think about the challenges that we were facing … it's client engagement and it's of course always trying to provide enough value that we can drive purchase business.” - Aaron Nemec, President Solutions Synergy One’s relationship-oriented approach and sharp focus on providing lifetime value to their borrowers led them to explore client-for-life solutions that would keep their conversations going long after the initial transaction.

“We did a great job from inquiry through closing, but it's after closing - how do we stay connected? How do we stay engaged with our customers?” “It was about trying to provide enough data so that our clients would engage with us after closing,” remarked Synergy One President, Aaron Nemec. The Modern Mortgage Experience ™ engages borrowers throughout the transaction - Synergy One saw the opportunity to continue delivering a superior client experience post-transaction. We harvest our data from various publically available data sources such as edgar database (SEC), form 5500 dataset (IRS), form 990 datasets (tax-exempt organizations) etc.With a young clientbase and stiff competition, Synergy One saw an immediate need to provide value after the transaction in order to secure their borrowers’ inevitable future business. We have a database of over 7.3M entities which can be searched to find the ein number of business entities.

SYNERGY ONE LENDING PHONE NUMBER FREE

What is ?: Our website is a free resource to find the ein number for various business entities. Since all corporations - including ones with no income - must file at least a federal income tax return, a corporation operating or incorporated in the United States generally must obtain an EIN anyway either before or after being issued its charter. Also, financial institutions such as banks, credit unions, and brokerage houses will not open an account for a corporation without an EIN. To be considered a Partnership, LLC, Corporation, S Corporation, Non-profit, etc. Other commonly used terms for EIN are Taxpayer Id, IRS Number, Tax Id, Taxpayer Identification Number (TIN) etc.Ī business needs an EIN in order to pay employees and to file business tax returns. Central Index Key (CIK) is used to identify corporations who have filed disclosures and other filings with the SEC.Įmployer Identification Number (EIN): The Employer Identification Number (EIN), also known as the Federal Employer Identification Number (FEIN) or the Federal Tax Identification Number (FTIN), is a unique nine-digit number assigned by the Internal Revenue Service (IRS) (format: XX-XXXXXXXXX) to business entities operating in the United States for the purposes of identification and employment tax reporting. The Central Index Key (CIK) for Synergy One Lending, Inc. is incorporated in Delaware and the fiscal year end is in 31 December. It is one of the corporates which submit 10-K filings with the SEC. EIN for organizations is sometimes also referred to as taxpayer identification number or TIN or simply IRS Number.

The employer identification number (EIN) for Synergy One Lending, Inc. is a corporation in San Diego, California.

Synergy one lending phone number