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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 Core and Loan Origination Systems, Intuvo's marketing and sales engine combines automated marketing, data analytics, CRM, and fully-branded and pre-populated content into one platform to simultaneously increase loan volume, decrease 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 consumer-facing mobile app 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. Once setup, you'll spend less than five hours per 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 with your branding 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 systems

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

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 about a single loan status.

Connecting, Informing, and Engaging with Activity-Based Marketing

Most consumers today will only engage if the content they receive by email, push or SMS, etc. is tailored to them. Clearly, it is time we buried “spray and pray” marketing and embraced “activity-based marketing” which entails sending relevant, timely, marketing communications to a specific individual based on their personal utilization of products and services. How is this achieved? By the synchronizing core systems, consumer and mortgage loan origination systems, and third-party data.

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