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May 27, 2015

Growing Lender Selects LoyaltyExpress Platforms to Assist in National Expansion

WOBURN, Mass., May 27, 2015 – LoyaltyExpress, a provider of marketing automation and cloud-based CRM solutions for mortgage companies and banks, announces that a California-based multistate mortgage lender has selected both its CustomerManager CRM and MarketingCentral Web-to-Print platforms. Boasting more than $1.8 billion in originations, the mortgage company made the strategic move in support of its major expansion and rebranding initiatives. CustomerManager automates and manages marketing campaigns for financial institutions, and Marketing Central delivers ondemand, personalized flyers and buildable templates. The lender, which currently does business throughout California and several states in the west and southeast, intends to leverage LoyaltyExpress’ impressive capabilities as it grows and attracts new branches and sales talent in targeted areas.

“Enterprise-wide rebranding and expansion efforts led to executive mandates for compliance controls and high-impact marketing automation as integral components of scalability,” said Mary Beth Doyle, founder of LoyaltyExpress, the only mortgage marketing company in the United States serving as a Top 50 Critical Vendor to a Top Three World Bank. “Our content and creative services, coupled with campaign automation throughout the entire lending process, will allow our new customer to provide a consistent experience to all of their prospects, clients and partners. Equally, we will deploy and manage intricate brand guidelines across all mediums within MarketingCentral.”

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 facilitates the development and management of 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. The 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