Royal Credit Union, La Capitol FCU Turn to Intuvo’s Best-in-Class Mortgage Marketing Platform to Help Drive Loan Growth

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Credit Unions Partner with Intuvo to Increase Mortgage Lending Growth by up to 30%, Reduce Workload and Improve Efficiencies

Intuvo is a leading marketing automation software platform to the credit union industry. Intuvo helps credit unions grow their lending business by automating the analysis of their customer base and th

“Our credit union customers typically experience an average increase of pull through rates of 20%-80%, while reducing staff workload 10%-30%,”

Intuvo (http://www.intuvo.com), a leading provider of marketing automation software to the credit union industry, and a division of CU Direct, has entered into new partnership agreements with Royal Credit Union (165,212 members/$1.6 billion in assets) and La Capitol Federal Credit Union (52,504 members/$462.4 million in assets).

With the new agreement, the credit unions will be implementing Intuvo’s mortgage automated marketing platform to increase loan volume and member satisfaction. The company’s mortgage platform provides credit unions with dynamic, marketing automation and communication tools to stay engaged with members throughout the home shopping, buying, and loan closing process.

“Our credit union customers typically experience an average increase of pull through rates of 20%-80%, while reducing staff workload 10%-30%,” says Jeff Shood, Intuvo’s president and co-founder. “We look forward to helping Royal Credit Union and La Capitol FCU employ member marketing strategies that will meet or exceed these rates, while also improving net promoter scores, and increasing products per member.”

Unique to Intuvo is the ability to integrate their software platform directly, and seamlessly, to credit unions’ mortgage loan origination systems (LOS), including Accenture Mortgage Cadence, Ellie Mae Encompass, D+H MortgageBot, Lending QB, FICS, and others, and provides ready to execute marketing communications. As a result, Intuvo is able to help credit unions build member loyalty and business relationships with realtors through the mortgage channel, and increase mortgage loan opportunities.

Intuvo customers have consistently increased their lending business by up to 30% by automating the analysis of real-time member data and triggering personalized communication via email, direct mail and sales force automation.

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About Intuvo

Intuvo is a leading marketing automation software platform to the credit union industry. Intuvo helps credit unions grow their lending business by automating the analysis of their customer base and then triggering personalized marketing via email, direct mail and sales force automation. Intuvo’s marketing automation tools are customized and deployed within 30 days, unlike traditional and generic CRM and marketing automation platforms. Industry leading organizations leverage Intuvo’s solutions to effectively increase member satisfaction and loan volume.

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Bill Meyer
CU Direct
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