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Tavant VΞLOX Selected by New Penn Financial to Transform its Digital Lead Engagement Processes


Tavant, a leading digital products and solutions company for the real estate industry, today announced that New Penn Financial, a leading national mortgage lender, has chosen FinLeads, a component of the Tavant VΞLOX platform, to transform its lead engagement process.

FinLeads is a robust customer engagement and acquisition platform that leverages intelligent algorithms to automate, streamline, and personalize the ˜lead to loan journey. FinLeads customizes CRM platforms out-of-box capabilities and provides a consolidated 360° view of not just the prospect engagement journey, but also the management of this journey across multiple channels such as voice, text, email and web. Additionally, it drives loan officer productivity by providing a complete view of the loan lifecycle as a lead converts to an application and subsequently a customer.

We are extremely proud of our partnership with New Penn Financial and look forward to working together. FinLeads will help their sales and marketing teams and loan officers to manage sales funnels more effectively. It will elevate their business performance with real-time analytics, enable a faster loan process, and digitally enhance overall customer experience, said Hassan Rashid, CRO, Tavant.

New Penn Financial specializes in finding the right loan for every borrower and FinLeads allows us to connect with customers in real-time. The data-driven experience coupled with a true omnichannel customer engagement will effectively convert leads to loans, said Rob OHan, Senior Vice President Direct to Consumer Lending, New Penn Financial.

Tavants products and platforms are transforming lenders into intelligent digital lending enterprises. It is focused on delivering innovative solutions that offer game-changing results for the real estate industry. With VΞLOX, every element of the loan lifecycle is now digital.

About Tavant VΞLOX

Tavant VΞLOX is the industrys leading AI-powered digital platform that maximizes the use of data-driven processes in the automation of the loan origination lifecycle. It brings true digital disruption to the mortgage industry with an immersive omnichannel experience and high-velocity execution: from loan discovery to loan funding to loan servicing.

About Tavant Technologies

Headquartered in Santa Clara, California, Tavant Technologies is a digital products and platforms company that provides impactful results to its customers across North America, Europe, and Asia-Pacific. Founded in 2000, the company employs over 2500 people and is a recognized top employer. Tavant is creating an AI-powered intelligent lending enterprise by reimagining customer experiences, driving operational efficiencies and improving collaboration. Find Tavant Technologies on LinkedIn and Twitter.

About New Penn Financial

New Penn Financial is a leading nationwide lender that brings expertise, extremely competitive rates on a broad portfolio of mortgage products, and exceptional customer service under one roof. Founded in 2008 and licensed in 49 states, the company and its reputation have grown under the guidance of a management team with years of experience in the mortgage industry. New Penn is headquartered in Plymouth Meeting, Pennsylvania and operates offices nationwide. New Penn is a Shellpoint Partners company and now part of the New Residential Investment Corp. family. More information is available at

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