e-marketing tools for CitiMortgage Affiliates  
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BOOM! by ENVISION™
Current Version: BOOM by ENVISION™
Release Date:

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Features and Samples
Professional, multimedia web-based presentations for prospective borrowers
Web Presentations Web-based presentations make a positive impact on prospective borrowers. Lightning-quick to set up, the presentations are tailored to the individual’s situation and highlight the mortgage professional’s ability to provide personal service.
Loan comparisons for purchase and refinance loans
Refinance Worksheet When you put options in front of your borrowers, they become engaged in the process of choosing the right mortgage for their situation. You gain their cooperation as you build their understanding of the long term effects of their mortgage decision.
Sample Purchase | Sample Refinance
Sixty-six educational movies
Movies An educated buyer makes confident decisions. By providing outstanding educational information, the mortgage professional wins the trust and respect of the consumer.
Tailor presentations with movies that are best suited to your customers.

Click a category to view available movies:
Mortgage Process | Mortgage Products | Home Buying | Home Selling | New Construction | Financial Planning

Loan application checklist that can be edited for the individual consumer
Refinance Worksheet A customized loan application checklist will help your borrower get the necessary paperwork organized. Your borrower will appreciate the on-time, hassle-free closing. A happy customer can bring you referrals.

View the setup screen

View a sample: Click Tools, and then click Loan Application Checklist.


Print option for presentations
Print Setup Print the loan application checklist, loan comparison worksheet and movie scripts for those consumers who prefer a paper presentation to a web-based service.

Co-brand capabilities for joint marketing
View a Sample Build your business with your contacts in real estate, construction and financial planning. Your partners will appreciate being included in your professional presentations. By including them in your email, you create a record of the excellent service you provide to the consumers they are working with.
Click to view a sample co-branded presentation:
Realtor® |Builder | Financial Adviser

Feature sheets with contact information for real estate agent/builder and loan officer, house photo, loan scenarios and listing details
Feature Sheet When you prepare a feature sheet that includes loan options, you help your real estate and builder contacts show prospective buyers how they may be able to afford a new home. You are providing a service by creating the co-branded feature sheet, and your business partners will appreciate your efforts. Feature sheets can be printed or viewed online.

Contact manager with import capabilities for creating mass emails
Build your business with professional presentations with emailed to target groups. Importing contacts from Outlook® or other databases makes it easy to send presentations to consumers or referral sources.