CRM Tech Is In Demand

LoyaltyExpress, a provider of marketing automation and cloud-based CRM solutions for mortgage companies and banks, today announced that a major, national California-headquartered mortgage lender has selected its CustomerManager CRM platform to automate and manage marketing campaigns for more than 300 loan officers.  LoyaltyExpress respects its clients’ desire for confidentiality, but the company disclosed that this new relationship stemmed from the client’s dissatisfaction with an existing third-party CRM provider that could not deliver on high-impact, compliant business-development needs.  It also is emblematic of a trend LoyaltyExpress is seeing among mortgage lenders in the current compliance and cost-focused environment.

“Mortgage lenders are rapidly realizing they need quality, compliant marketing solutions across the enterprise,” said Mary Beth Doyle, founder of LoyaltyExpress. “In light of ever-intensifying regulatory and CFPB demands, executives are eager to reduce the amount of third-party resources in the supply chain in order to improve upon risk, compliance, and economics. In this instance, the client achieved both objectives. The adoption of CustomerManager brought them a superior technology and reduced their third-party dependencies by selecting us, a single vendor that can satisfy intensive, enterprise-wide compliance and fulfillment needs,” she said.  “Our comprehensive, world-class service model cannot be matched.”

LoyaltyExpress is the only mortgage marketing company serving as a Top 50 Critical Vendor to a Top 3 World Bank.  Its flagship CustomerManager platform enables lenders to automate marketing from inquiry to pre-qualification and throughout the entire loan process, including multi-year retention programs for new clients. CustomerManager is complemented by LoyaltyExpress’ MarketingCentral<, which develops and manages messaging, graphic design, and image sourcing for highly professional, customized and compliant materials. Additionally, the renowned LoyaltyExpress Client Services Team provides concierge levels of support for each and every user.

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