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Lead management

Marketing automation to boost close ratios

Take the right action when the borrower is ready

Pre-built campaigns for new leads 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 your website as well as into other core systems, allowing staff in any department to efficiently send leads to the proper team. Leads are captured and sorted, then follow-up tasks are automatically created, assigned, and scheduled. 

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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…
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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.
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