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Marketing and CRM

A powerful platform that automates marketing for better member engagement

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 members borrowing.

Everything you need to build stronger member relationships

Puredate Sync

Puredata sync

All your member data organized, cleansed, and warehoused in a secure cloud to enable integrations

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
automation

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

pre-calculated metrics for day-to-day operations

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.

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boost in pull-through rates
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increase in loan volume
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increase in borrower satisfaction
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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 solutions span across indirect, consumer, and mortgage lending, auto shopping, marketing & crm, consulting, and business process outsourcing. Everything needed to move your lending forward.

CU Direct, remains a technology CUSO driving our market facing brands and companies.

Continue to Origence