WOBURN, Mass., April 13, 2015 – 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 everintensifying 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.
As part of its stringent commitment to clients’ privacy, LoyaltyExpress does not publicly reveal customer names. To learn more, call (877) 938.1175 or visit www.loyaltyexpress.com.
LoyaltyExpress simplifies CRM and marketing automation for banks and mortgage companies, including one of the top three retail lenders in the nation. Its flagship solution, CustomerManager, is an enterprise-wide, Software-as-a-Service platform that combines lead management, email, and direct mail campaigns with a 360-degree view of each loan officer's customers, partners, and prospects. Its MarketingCentral service delivers a web-based, sales collateral store powered by custom content creation and integrated print fulfillment. LoyaltyExpress eliminates the need to share sensitive customer data with multiple vendors and has a team of world-class marketing and branding experts with extensive experience in the mortgage industry. For more information, visit www.loyaltyexpress.com.