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Marketing & CRM // Overview

Origence Marketing and CRM

A powerful platform that automates marketing and client relationship management

Marketing automation redefined

By syncing directly with your core and loan origination systems, our marketing and sales engine combines trigger marketing, campaign automation, CRM, and data warehousing into one platform that increases loan volume, decreases call volume, and keeps borrowers borrowing.

Everything you need to build stronger borrower relationships

Puredate Sync

Powerful data solutions

All your data organized in a secure cloud, plus full access to Microsoft Power BI embedded within our system

Advanced data segmentation tools

Advanced data segmentation tools

Powerful data analytics that anyone can use, built to segment easily across product lines in real time

Intelligent Campaign Automation

Intelligent campaign

Event-based marketing that goes beyond basic drip campaigns for increased response rates and cross-sell

Multi-channel Message Communication

Multi-channel message communication

Delivers your message several times through every channel—email, text messaging, and print

Comprehensive Reporting

Comprehensive reporting

Configurable reporting engine with over 50 pre-built reports to be used across multiple departments

Enterprise Sales Tools

Enterprise sales tools

Organizes sales initiatives such as tracking leads, managing tasks, and monitoring affiliate relationships

The proof is in the numbers

Origence Marketing and CRM solution has the powerful tools to plan and execute effective campaigns that get results.

0 %
boost in pull-through rates
0 %
increase in loan volume
0 %
increase in borrow satisfaction

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Origence®… a new brand for the future of lending

For 25 years CU Direct has helped deliver a better digital lending experience, increase efficiencies, and fuel growth. With a vision to create the ultimate origination experience, we introduced a new brand for financial institution technology and solutions—Origence. Our new Origence website is where the journey begins…
Continue to Origence

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Join us for the Elevate Your Indirect Lending Webcast Series

You’re invited to an upcoming webcast series discussing best practices, refi solutions, outsourced loan processing options, and more topics that can help you elevate your indirect lending.
Register now

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