CustomerManager™
CustomerManager is the leading enterprise-wide mortgage platform delivering real-time customer information to individual business users and managers with exceptional efficiency and intelligence. Based on advanced technology and architecture, this world-class tool embeds the highest levels of security and user-friendly access.
CustomerManager is a web-based service hosted by LoyaltyExpress with patents pending and is supported by a team of business professionals with outstanding mortgage and banking experience. The service routinely helps organizations consolidate existing IT processes and systems and yields substantial return on investment.
CustomerManager is the leading platform for customer acquisition and retention as well as prospect and partner marketing all in one solution — data management/hosting, printing, and mail fulfillment.
CustomerManager is the most powerful interface for mid-market and large lending institutions. The flexibility and dynamics in the platform continuously refine and expand best practices and growth for all customers. Aside from the extraordinary retention value of CustomerManager, clients continuously benefit from the opportunity to consolidate IT processes and systems, ensuring immediate and major returns on investment
Capabilities Include:
- Marketing program automation / fulfillment
- Individual databases for prospects, customers & partners for each user
- Campaign deployment and disposition recording across multiple media with reporting
- Hierarchical access, reporting, and creative content assignment
- Data-driven alerts
- Contact, loan, and marketing reporting
- On-demand collateral and direct mail store
- Corporate and individual billing
- Privacy settings management
- Company, division & branch distribution of leads
- Reassignment of contacts to loan officers due to loan officer turnover
- Regional image integration
- Partner co-marketing and analysis
- Customizable data fields
- List upload and corporate / user data classifications
- LoyaltyScorecard™ database address verification
- Custom enhancements to available data fields
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Creative, strategic, and mortgage-specific.
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