LoyaltyExpress, a mortgage marketing company, released the fourth generation of its 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 and reporting) as well as compliance controls to prevent loan officers from marketing in nonlicensed territories.

The 4.0 release has the following enhancements:

•    Post-closing, electronic closing surveys with scoring and loan officer performance feedback.

•    Referral submission by survey recipient and instant alert to loan officer for immediate follow-up.

•    Hierarchical reporting on survey results for branch manager, regional and 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 lead campaigns consisting of direct mail and email communications.

•    CustomerManager is available on a subscription basis, with patents pending on the technology.

 

For more information:

http://www.loyaltyexpress.com/news/news_033011.asp