Personalized Address Stamp, Magazine Subscriptions, Confectionery, and Wide Range of Household Gifts

March 1, 2011

LoyaltyExpress Unveils CustomerManager 4.0

Personalized Address Stamp, Magazine Subscriptions, Confectionery, and Wide Range of Household Gifts

WOBURN, MA, March 30, 2011 /PR Newswire/ – LoyaltyExpress, the leading mortgage marketing company in the United States, released the fourth generation of its marketing automation software-as-a-service (SaaS), CustomerManager. CustomerManager delivers retention marketing services to mortgage brokers, lenders, and banks. New features include electronic closing surveys (with loan officer scoring & reporting) as well as robust compliance controls to prevent loan officers from marketing in non-licensed territories.

"CustomerManager continues to be the most demanded and flexible marketing service in the mortgage industry," said Jeff Doyle, LoyaltyExpress's Chief Executive Officer. "With an exceptionally diverse & notable roster of clients, we continue to advance our offerings and solutions to steadily conquer – and exceed – existing and future user requirements and expectations. Our proprietary platform is built on flexible & scalable architecture, which continues to satisfy even the most demanding requests for specialized components and functionality."

The 4.0 release builds upon the original success of the service with the following enhancements:

  • Post-closing, electronic closing surveys with scoring and loan officer performance feedback;
  • Referral submission by survey recipient & instant alert to loan officer for immediate follow-up;
  • Hierarchical reporting on survey results for branch manager, regional & divisional managers, and corporate marketing users;
  • Expanded license fields for corporate NMLS, corporate banking license, loan officer NMLS, loan officer state license, and state-specific disclaimers;
  • LicenseLock™ - the suppression of mailings to recipients where a loan officer is not licensed, preventing any regulatory infractions;
  • Data sharing with PromotionalMaterials (the LoyaltyExpress web-to-print flyer site), eliminating duplicate data entry requirements;
  • Automated lead campaigns consisting of direct mail & e-mail communications.

CustomerManager is available on a subscription basis, with patents pending on the technology. For further information, visit

LoyaltyPrint users can select from popular magazine titles in the home and personal finance categories. On every magazine cover, a four-by-four-inch mailing label features the loan officer's/agent's photo, company logo, contact information, and short greeting.

LoyaltyExpress continues to experience explosive growth and has thousands of loan officers and real estate agents using its services across the country. The company is privately-held and headquartered in Woburn, MA.


About LoyaltyExpress

LoyaltyExpress brings exceptional marketing programs and services to the mortgage industry. CustomerManager, its flagship online service, automates communications and provides unprecedented data access across mortgage and banking enterprises. LoyaltyExpress integrates its proprietary software services with a world-class digital printing environment to deliver a simplified marketing experience for mortgage professionals. For more information, visit

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