Intuvo Publishes Free White Paper On Keys to Success

SCOTTS VALLEY, Calif.–Intuvo, a provider of marketing automation software, has publisheda new white paper outlining why and how credit unions can thrive in home finance business.

In its new white paper, “The Keys to Credit Union Success in Mortgage,” Intuvo details how credit unions can win more mortgage business and outlines the key benefits of a strong mortgage lending program.

According to the company, credit unions that continually explore new areas of loan growth realize the potential revenue and benefits offered by additional products.  In the case of home mortgage loans, there are significant long-term member relationship opportunities, which would serve both to meet member needs and increase credit union profitability, Intuvo added.


“Credit unions that win more mortgage business stand to realize significant revenue through the transaction,” said Intuvo CEO Jeff Shood. “Even more compelling than the revenue is the fact that by assisting their members with a home mortgage transaction—the largest single investment most members will make in their lifetime—the credit union becomes an even more trusted advisor.”

Opening the Door

According to Shood, by deepening the relationship with the member through the mortgage transaction, the credit union opens the door to other important products and services including estate planning, financial planning, and investment advisory services.

“Perhaps the most exciting advantage for the credit union is the opportunity to differentiate itself from all other lenders through its mastery of member service,” Shood added. “Servicing mortgage borrowers in a manner that ensures a high level of consumer satisfaction has been a severe challenge for most lenders. J.D. Powers’ research bears this out. Credit unions, on the other hand, understand member satisfaction. That makes the mortgage a real opportunity for these institutions.”

For Any Size CU

Intuvo said its marketing and sales engine is designed specifically for the success of credit unions of any size. By syncing to the institution’s current core and loan origination systems (LOS), and combining marketing automation, data analytics, pre-populated content, and client relationship management (CRM) into one platform, Intuvo provides the modern credit union marketing department with the tools required to increase loan volume and member satisfaction.

Intuvo further reported its clients have consistently experienced up to a 30% increase in their lending business by automating the analysis of real-time member data and triggering personalized communication via email, direct mail and sales force automation. 

Credit unions interested in learning more can download Intuvo’s new, free White Paper The Keys to Credit Union Success in Mortgage

Section: Standard
Word Count: 524
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Copyright Year: 2019
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