LoyaltyExpress, a provider of marketing automation and cloud-based customer relationship management (CRM) solutions for mortgage companies and banks, says that a major Virginia-based mortgage lender has chosen its CustomerManager lead management and CRM solution to manage marketing communications.
LoyaltyExpress' CustomerManager provides lenders with the ability to deploy automated marketing campaigns, easily access and manage partner, lead, recruiting and customer contact data, while streamlining marketing activities, such as email, direct mail, print and gift fulfillment.
This integrated approach enhances compliance by eliminating the need to share sensitive customer data with multiple vendors, while ensuring that its 225 loan officers only use pre-approved marketing materials that comply with regulatory guidelines.
