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Increase in Loan Volume
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Increase in Customer Satisfaction
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Boost in Pull-Through Rates

Automated Marketing and Sales for financial institutionsBy syncing directly with your loan origination system (LOS), Intuvo's marketing and sales engine combines marketing automation, data analytics, CRM, and fully branded and personalized content into one platform to simultaneously drive more loans, decrease unwanted call volume, and increase member satisfaction.

Mortgage Accelerator

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Lending Accelerator

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Mortgage Passport

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Automated Marketing and Sales for Financial InstitutionsBy syncing directly with your loan origination system (LOS), Intuvo's marketing and sales engine combines marketing automation, data analytics, CRM, and fully branded and personalized content into one platform to simultaneously drive more loans, decrease unwanted call volume, and increase borrower satisfaction.

Mortgage Accelerator

Built specifically for lenders, the Intuvo Mortgage Accelerator generates more loans through lead generation, data mining, streamlined communications, and higher loan officer productivity. 

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Lending Accelerator

The Intuvo Lending Accelerator replaces old, inflexible and underperforming systems to onboard, engage, and cross-sell direct and indirect borrowers by sending the right message to the right person at the right time. 

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Mortgage Passport

A mobile app provided by your financial institution that includes industry leading calculators to entice new borrowers, document capture for borrower satisfaction, and loan status updates to keep borrowers engaged.

The Next Generation of Marketing Automation and CRMTaking marketing automation beyond traditional CRMs and MCIF systems, Intuvo provides a team of experts that will walk you through our financial institution specific features to get your team up and running so that once set up, you'll spend, on average, less than five hours a month managing the system.

Automated Marketing

By syncing to your LOS, event triggers are put in place to send out over 40 campaigns unique to each borrower’s real-time activity.

Client Relationship Management (CRM)

Enterprise-grade client relationship management that mirrors your LOS and CORE system data and keeps track of each borrower’s history.

Fully Branded and Personalized Content

400+ ready-to-use, expertly crafted marketing pieces that are fully customizable

Data Analytics

Over 50 pre-built reports that are easy enough for loan officers but comprehensive enough for in-depth analytics to be used for targeting purposes.

Dedicated Account Manager

Knowledgeable account managers are assigned to your financial institution to give you high-quality, personalized service to suit your needs.

Loan Origination System (LOS) Synchronization

More than a just a simple data transfer, the PureData Sync engine can be integrated with over 90% of loan origination systems.

What's New at Intuvo?Client success stories, industry related topics, and more!

Mobile Mortgages and the Dawn of Hybrid Digital

Ninety percent of home buyers searched online at some point during their home buying process according to NAR (National Association of Realtors). Smartphone use continues to grow exponentially. Processes that were never expected to be available on a mobile device, such as tax returns, college applications, and medical data, are now in the repertoire of a very comfortable mobile user. These aforementioned processes require a significant amount of documentation and multiple steps to complete. And it’s no different with a mortgage.

Credit Union of America Increases Pull-Throughs of TBD Applications by 52% in 3 Months

In today’s competitive marketplace, incorporating marketing automation offers personalized messaging targeted to more members, with the opportunity to increase the rate of acceptance. When it comes to increasing pull-through of TBD or pre-approved prospects, timely marketing alleviates the need for a loan officer to call a member or respond to 75-80 calls a day inquiring a loan status, as with the case for Credit Union of America ($702.3M, Wichita, KS).

Consumer Marketing Automation for Lenders

Consumer lending organizations face many marketing challenges, like converting leads to sales and lack of pull through on purchase loans. Overcoming these challenges is important to effectively leverage relationships with members and find opportunities for retention and cross promotion. It can be time-consuming, but we’re here to help. We’re excited to announce the development of Consumer Marketing Automation.

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