Automatic Borrower Follow-up
By connecting to your Loan Origination System, Intuvo’s Intelligent Sales Engine automatically develops a sales strategy for each borrower. Intuvo was built, specifically for lenders. Everything you need to succeed is built into the platform, including detailed analytics, expertly crafted follow-up campaigns consisting of hundreds of beautiful emails and print pieces and tasks for your loan officers all personalized to your brand.
Our campaigns focus on the three key areas of your mortgage lending business including:
- Pre-Approved TBD Borrowers
- First time home-buyers
- Branch Leads
- Web Leads
- Refinance opportunities
- Credit Improvements
- Post Purchase follow-up
- Cross- Sell Opportunities
Communicating your message several times through different media can improve your effectiveness by up to 30%. Intuvo’s marketing automation engine delivers your message automatically through the following channels:
Our Variable Data Print service personalizes, prints and mails for you. No need for a separate vendor
Our white-listed email service delivers, tracks and mobile optimizes your email communications
Printed automatically through our CRM platform
Can be sent in real time through our consumer facing mobile app
Call scripts can be pushed to your loan officers Outlook, Mobile Device or accessed through our CRM platform
Automated Loan Status Updates
Intuvo automatically keeps your borrowers, real estate agents and any other chosen parties up-to-date throughout your loan transaction through beautifully crafted email loan status updates. Intuvo’s real-time notifications module includes 18 pre-written and coded triggers for the most popular loan origination systems. Triggers can be added, removed or customized at any time by your team.
Save 6-hours Per Loan
By automating routine communication
Increase Borrower Satisfaction
By clearly outlining where they are at in the process and the next steps in their transaction
All messages utilize responsive html to fit perfectly on your borrower’s mobile device
Improve Pull Through
The average pull through of purchase loans is 35%. The average lender loses hundreds of thousands of dollars in revenue due to lack of pull through due to lack of follow-up. Intuvo increases pull through 3–10% and can also increase the percentage of closed pre-approved mortgage loans for other financial institutions utilizing our proven TBD follow-up process:
Whether at the branch or online
Borrowers are Educated
Throughout the loan process building loyalty
Up to 18-months as needed
To adjust the marketing message as locks expire, members make contact or go cold
Beautiful Pre-Written Content
Most Intuvo customers fully implement our system within 30 days. To achieve this goal, Intuvo includes over 400+ pre-written emails, letters, phone call scripts and direct mail pieces organized into expertly crafted campaigns based on your Loan Data. Our materials are used by leading financial instutions.
Intuvo’s pre-built materials can be used as is or completely customized including uploading full graphics, custom HTML or adjusting the text content. Of course, your marketing team can upload new materials at any time.
Ready to Send Materials
Emails , Letters, Phone Call Scripts and direct mail pieces
Beautiful content easily customized
Easy to Implement
Create your own or rapidly deploy leveraging our 8 years of experience
Intelligent Data Sync
Intuvo’s PureData sync engine enables our fully automated follow-up engine. More than just a simple data transfer, the PureData engine automatically scrubs, organizes, de-duplicates and builds a comprehensive borrower profile from multiple data sources including multiple unrelated loans in the LOS, servicing data and postal address update data. Intuvo’s patent pending PureData engine is the most comprehensive data warehouse in the lending industry.
Mortgage Cadence, Calyx Point, Encompass, LPS Empower, Byte and many more
XML, Flat Files
Utilizing over a dozen data points — we kill dups
360 Borrower View
All borrower interactions are compiled into one complete history for the most accurate marketing in the industry
Data Updated Automatically
Addresses updates from the postal service, emails scrubbed, problems solved.