Intelligent Lead-to-Revenue CRM Modernizing Financial Services
Are your mortgage company’s Loan Officers plagued by multiple, disconnected systems with data silos that negatively impact operational productivity and loan origination costs?
Is this negatively impacting their ability to manage leads, communicating effectively with customers and affecting conversion rates?
Does the lack of actionable insights prevent your mortgage company from delivering exceptional, consistent customer experience and impacting business agility?
Does lack of digital channel marketing automation lead to lower conversion and single transaction lifetime value customers?
Does lack of integrated partner ecosystem and disparate data leading to manual, inefficient processes leading to higher loan origination costs?
Relcu is delivered via SaaS subscription model
Lead Management, Scoring and Distribution
Packed with robust lead distribution, scoring and comunication analysis data science models. You have a 360-degree timeline and insights into customer records
Automation-first approach to sales and operations through AI/ML, streamlined communication and consistent UI workflows
Omnichannel Communication and Marketing Automation
Extensive contact center capabilities to provide a consistent, high-quality and seamless experience across multiple digital channels to meet your customers where they are
Workflow Automation and Business Processes Customization
Your organization’s custom business processes can be achieved via advanced drag drop, no-code configurations. Enhanced workflows on centralized data via integrations with mortgage platforms from lead providers, pricing engines, data science, data validation, data enrichment to POS, LOS and Title
Loan Pipeline Management
Real time data change events from LOS and partner integrations for conditions, comments, milestones and alerts for complete loan pipeline management
Compliant with applicable security practices, industry specific regulations, and other organizational information management and safety standards.