LoyaltyExpress has announced the release of CustomerManager 6.0, an enhanced version of its flagship CRM technology. This new release builds on the company’s initial integration with Ellie Mae’s Encompass all-in-one mortgage management solution by including the ability to pass additional data fields associated with each closed loan.
Additionally, with the latest release of CustomerManager, marketing campaigns can be dynamically applied against every prospect’s loan status, with timely distribution of trigger-based emails, direct mail or both. For example, when a lead in Encompass reaches prequalification status, a corresponding multimedia campaign commences with timely communications to the borrower. Once the same prospect completes an application, intelligent automation signals termination of the initial prequalification campaign and starts the new application campaign. Overall, the power of intelligent marketing delivering the right content at the right time substantially improves capture rates and results in more successfully closed loans for CustomerManager users. The process is customized for every client to establish as many status update campaigns as desired – with partner-update communications tied in to keep as many as four related parties in synch with the loan status.
Ellie Mae is a provider of innovative on-demand software solutions and services for the residential mortgage industry. Ellie Mae’s Encompass all-in-one mortgage management solution provides one system of record that enables banks, credit unions and mortgage lenders to originate and fund mortgages and improve compliance, loan quality and efficiency.
“Our enhanced integration with Encompass enables lenders to simplify the marketing process throughout different stages of the loan process, so they can efficiently grow their business,” said Jeff Doyle, CEO of LoyaltyExpress “CustomerManager automates the intelligent delivery of communications to the right audiences, with the right content, at the right time. We are deeply committed to the business development value that we continue to deliver and enhance upon for Ellie Mae Encompass users."