Diablo Funding Group links Maximizer Enterprise with Calyx lending system for integrated client management
VANCOUVER, BRITISH COLUMBIA – April 19, 2006 – Maximizer Software Inc. (TSX: MAX), a leading provider of proven and affordable customer relationship management (CRM) and contact management solutions, today announced that Diablo Funding Group, California’s largest privately owned Mortgage Broker, has selected Maximizer Enterprise as part of its commitment to delivering the best mortgage options and the most enjoyable home financing experience. The firm plans to integrate Maximizer Enterprise with its Calyx lending system for complete client management.

Headquartered in San Ramon, California, Diablo Funding Group, Inc. is a leading full service mortgage banking company with a primary business of retail mortgage originations. Operating as a broker and banker through a network of 770 loan officers and 60 branches in California, Nevada, New Mexico and Arizona, Diablo provides loan products from over 450 different wholesale lenders supported by a team of licensed professional mortgage consultants, processors and staff. Having originated over 40,000 loans representing more than $5 billion in home owner funding, the firm realized that it required a means of maintaining responsive, personalized relationships with the company’s many clients while continuing to drive new client acquisition and growth.

To do this, Diablo Fund Group needed an easy-to-use customer relationship management suite that could be deployed extremely quickly and easily integrated with the company’s Calyx lending system. Having reviewed available solutions, Diablo selected Maximizer Enterprise 9 for its comprehensive sales, marketing and customer support and service functionality, proven quick deployment options and documented success integrating with existing corporate applications.

“Buying or making improvements to a home is one of the most exciting, and potentially stressful milestones in most American’s lives. We are committed to playing a very important part in ensuring that the experience is as enjoyable as possible,” said Jonathan Bellusa, Managing Partner, Diablo Funding Group. “With Maximizer Enterprise, our mortgage representatives can personalize the real-estate financing experience to an extent we simply couldn’t dream of achieving before. Using the system, we can attract new prospects, quickly capture preference information including financial goals, relationships with other customers and details of competing institutions – and share that history with the entire team working to help that particular client. Deploying state of the art technology such as Maximizer Enterprise is a key element in our strategy for competitive differentiation.”

Central to Diablo Funding Group’s client relationship management strategy is the close integration between the demographic and profiling information captured in the Maximizer Enterprise system and the detailed financial plans mapped out in the company’s Calyx lending system. Using the tightly integrated system, Diablo’s mortgage sales representatives will be able to pull up each client’s history with the firm; determine which marketing efforts they found attractive, which mortgage options they are interested in, mortgage quotes they have outstanding – even review Outlook email correspondence and attachments right within Maximizer Enterprise. By taking advantage of Maximizer Enterprise Workflow Automation, an integrated application designed to automate many of the time-consuming routine tasks usually performed manually, representatives will be able to maintain a high-touch, personalized relationship with an increasingly large client base.

‘Diablo Funding Group has developed a winning combination of highly-specialized financial services product offerings and a commitment to customer service that stands out from the competition, “said Peter Callaghan, Executive Vice President, Sales and Marketing, Maximizer Software. “The firm’s unwavering client focus combined with the powerful productivity tools offered by Maximizer Enterprise 9, which is uniquely designed to address the requirements of small and medium sized enterprises like Diablo, positions the firm to further differentiate itself in their highly competitive market based on its reputation for customer service excellence.’