Marketing automation and compliance controls are critical components for lender’s growth initiatives...

May 11, 2015

National Lender Selects LoyaltyExpress CustomerManager & MarketingCentral Platforms

WOBURN, Mass., May 11, 2015 – LoyaltyExpress, a provider of marketing automation and cloud-based CRM solutions for mortgage companies and banks, announced that a national mortgage lender has selected both its CustomerManager CRM and MarketingCentral Web-to-Print platforms. CustomerManager automates and manages marketing campaigns for financial institutions, and Marketing Central delivers ondemand, personalized flyers and buildable templates. The new partnership follows first quarter news of the CFPB levying major fines against three lenders for false and misleading advertising.

“Needing to move quickly in today’s market, mortgage lenders are partnering with LoyaltyExpress to empower enterprise-wide compliant marketing, a critical component of success,” said Mary Beth Doyle, founder of LoyaltyExpress, the only mortgage marketing company serving as a Top 50 Critical Vendor to a Top 3 World Bank. “When lenders can be assured that their business development efforts are meeting ever-rigorous CFPB demands and reducing time-to-market variables, production levels steadily increase. In this highly scrutinized, compliance-intensive industry, more and more lenders turn to LoyaltyExpress for accountability and success. The days of different branches having different marketing and CRM systems are rapidly diminishing.”

LoyaltyExpress’ flagship CustomerManager platform enables lenders to automate marketing from inquiry to prequalification 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 client privacy, LoyaltyExpress does not publicly reveal customer names. To learn more, call (877) 938.1175 or visit

About LoyaltyExpress

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