Category: Client Success

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.

Meriwest Credit Union Implements Intuvo’s Mortgage Marketing Platform

Scotts Valley, California, April 27, 2016 —  In December of 2015, Meriwest Credit Union selected Intuvo’s best-in-class mortgage automated marketing platform to help drive loan volume and member satisfaction.  The credit union experienced a record implementation time, rolling-out its new mortgage marketing program with Intuvo in a record 29 business days, a testament to Intuvo’s quick and…

Royal Credit Union, La Capitol FCU Turn to Intuvo’s Best-in-Class Mortgage Marketing Platform to Help Drive Loan Growth

With the new agreement, the credit unions will be implementing Intuvo’s mortgage automated marketing platform to increase loan volume and member satisfaction.  The company’s mortgage platform provides credit unions with dynamic, marketing automation and communication tools to stay engaged with members throughout the home shopping, buying, and loan closing process.

Credit Unions Use Intuvo’s Best-in-Class Mortgage Marketing Platform to Increase Mortgage Lending Growth by up to 30%, Reduce Workload and Improve Efficiencies

Intuvo, a leading provider of marketing automation software to the credit union industry, and a division of CU Direct, has entered into new partnership agreements with nine credit unions. As a result of the agreement, the credit unions will be implementing Intuvo’s mortgage automated marketing platform to increase loan volume and member satisfaction. Scotts Valley,…

Intuvo Welcomes Travis Credit Union

In addition to saving time and significant money by avoiding staffing increases, member communication improved significantly. The implementation of Homebase that we delivered to the Travis Credit Union notifies members with 14 automatic triggers during the loan process. In addition, the module gives the Travis Credit Union the ability to customize the notifications with their branding and images. One of the notifications Travis Credit Union customized was a communication on how to log in and view initial loan disclosures. This was a part of the process that typically generates a lot of calls and requires a lot of the staff’s time to assist members. Intuvo has reduced these calls significantly. Brian shared a recent quote from one of his loan officers, “I hardly get any calls for status now. A couple of members have responded with a ‘thanks for the update’ kind of email.” Challenge understood, solved and solution implemented by Intuvo.