Skip to main content

LoyaltyExpress Launches CustomerManager 4.0

NationalMortgageProfessional.com
Mar 30, 2011

LoyaltyExpress has announced the release of its fourth generation 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, CEO of LoyaltyExpress. "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 and 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 e-newsletter & e-mail functionality on client retention programs for multi-media marketing impact; and ►Automated lead campaigns consisting of direct mail & e-mail communications;
Eye, Eye Sir

When I widened my perspective, solutions seemed to fall into place.

C-Suite Strategies
Jun 19, 2021
Balancing The Busy

What do you do when you’ve got too much business?

C-Suite Strategies
Jun 19, 2021
Face It: Prepping For Live Events

There’s still a national crisis. But mortgage conferences are returning. Here’s how to prepare.

Sales and Marketing
Jun 19, 2021
Hablar Espanol: Your Next Client Is Likely To Be Hispanic

But mortgage lenders aren’t yet prepared for big demographic shift

Sales and Marketing
Jun 19, 2021
Planet Home Lending Looks To Personalize Customer Engagement

Planet Home Lending announced the implementation of Total Expert’s purpose-built CRM and customer engagement platform to increase loan officer productivity.

Sales and Marketing
Jun 17, 2021
UWM And Detroit Pistons Enter Jersey Partnership

UWM branding will now be displayed on the Detroit Pistons team jerseys.

Sales and Marketing
Jun 03, 2021