Customer Story

Discover the Benefits of Innovation and Automation in the Mortgage Industry

NMB partnered with Capacity to take the redundancy out of their process and be able to give their employees the ability to have more purposeful interactions with each other, and also more purposeful interactions with their clients. In just 3 weeks, NMB’s version of Capacity, titled “Ask Rosie,” answered over 3000 questions with a 94% match rate!

NMB is on a mission to be their clients’ and referral partners’ trusted advisors, guiding them through the home financing process with the highest-level of service, professionalism, and transparency.

  • Industry
    Lending
  • Employees
    516
  • Year Established
    2011
  • Website
    https://nmbnow.com/

NMB is on a mission to be their clients’ and referral partners’ trusted advisors, guiding them through the home financing process with the highest-level of service, professionalism, and transparency.

Nationwide Mortgage Bankers (NMB) is ranked among the fastest growing mortgage companies in the country.  Their mission is to be their clients’ and referral partners’ trusted advisors, guiding them through the home financing process with the highest-level of service, professionalism, and transparency. One of their key differentiators is their ability to execute. Most talk about what they are going to do, but at NMB, their motto is “we do!

Jodi Hall, President of NMB, believes that AI and innovation in the mortgage industry is paramount. NMB partnered with Capacity to eliminate the redundancy of the mortgage process and to be able to give their employees the ability to have more purposeful interactions with each other, and also more purposeful interactions with their clients.

NMB was introduced to Capacity through The Mortgage Collaborative. NMB initially partnered with Capacity to be able to work as a virtual underwriting scenario desk so that their loan officers, processors and underwriters, would be able to get immediate answers to their questions. However, they quickly realized that there were a lot of other opportunities to be able to gain efficiency and really create a virtual help desk across many other departments. 

For more information, read the full customer spotlight featuring NMB!