The Turning Point was co-founded in 1995 by Stephen Margrett, an acknowledged leader in the field of relationship marketing for more than twenty years, and Judy Margrett, who has more than twenty years of experience in the mortgage industry. The Turning Point is the first company to offer bankers, brokers and loan originators technology-driven “Intelligent Marketing Solutions™ specifically designed for the needs of the mortgage industry. Powered by the latest and most secure technologies, The Turning Point’s easy-to-use turnkey services maximize the potential of every employee and the value of every mortgage customer, delivering measurable improvements to sales and productivity.

Full-force product development began in mid-1996 and the first turnkey CRM service, Personal Touch®, was launched into the mortgage industry in July of 1998. A second turnkey service, LoyaltyWise®, was launched in mid-2004 as a low-cost alternative. Also in 2004 the company launched a groundbreaking online service, Marketing-Toolbox®, which provides users with a wide array of easy-to-use tools for database analysis, management reporting and on-demand campaign implementation.

The Turning Point specializes in database hosting and management, automated marketing campaigns, hands-free production and fulfillment, plus dynamic tracking and reporting, specifically for the mortgage industry. The web-based programs are backed by both Oracle and .NET technologies, to provide a completely secure platform for storing and analyzing data to a level that’s impossible with alternative database applications.

The company’s Production Center utilizes the most sophisticated hardware and powerful software currently available. In addition to its digital print capabilities, the Production Center also incorporates machinery for in-line folding, drilling, stitching, trimming, inserting, sealing and stamping. Recognized in Mortgage Banking Magazine for its leadership in the field of Customer Relationship Management (CRM),

The Turning Point has received numerous other commendations, including being named as a “Top 100” mortgage technology vendor by Mortgage Technology Magazine.

The company is a Premier Member of the Mortgage Bankers Association, as well as a member of the National Association of Mortgage Brokers, the Arizona Mortgage Lenders Association, the Arizona Association of Mortgage Brokers, the California Association of Mortgage Brokers, the National Association of Professional Mortgage Women, the Arizona Association of Professional Mortgage Women, the National Association of Women Business Owners and the American Marketing Association.