Lead ManagementBoost close ratios 100% with Intuvo’s lead management system.

Intuvo’s loan retention solution provides everything necessary to ensure that every new opportunity has the best chance of closing. With sophisticated marketing automation, financial institutions can keep borrowers engaged until they are ready to transact.

Take the Right Action When the Borrower is Ready

The pre-built “New Lead” campaigns offered by Intuvo are strategically designed to deliver a consistent follow-up plan for each borrower. When the borrower’s activity indicates entry into the buy zone, marketing automation engages in a manner designed to invoke borrower action, alerting your staff of the opportunity.

Campaigns are tuned toward first time homebuyers, refinances, and repeat purchases, but can be quickly designed for any purpose with hundreds of pre-built and designed marketing messages.

Get Leads From Everywhere and Track Them to Close

Intuvo allows the marketing department to embed landing pages, lead forms and other lead capture tools into the financial institution’s website as well as into other core systems, allowing staff in any department to efficiently send leads to the property team.

Leads are captured and sorted, then scheduled follow up tasks are automatically created and assigned. Never lose track of another lead and shepherd more business through your system to close. Detailed reporting gives management the tools to effectively train and assign staff for the highest level of customer satisfaction.

Build stronger borrower relationships with a single platform that unifies marketing and sales.

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