Major Virginia mortgage lender selects LoyaltyExpress’ CustomerManager platform for marketing, compliance

Solution enables lenders to increase revenues, streamline marketing processes and comply with regulatory guidelines

WOBURN, MA (December 2, 2014) — LoyaltyExpress, a leading provider of marketing automation and cloud-based CRM solutions for mortgage companies and banks, today announced that a major Virginia-based mortgage lender has selected its CustomerManager® lead management and CRM solution to manage marketing communications for its 225 loan officers.

LoyaltyExpress’ CustomerManager provides lenders with the ability to deploy automated marketing campaigns, easily access and manage partner, lead, recruiting and customer contact data, while streamlining marketing activities, such as email, direct mail, print and gift fulfillment.  This integrated approach enhances compliance by eliminating the need to share sensitive customer data with multiple vendors while ensuring that loan officers only use preapproved marketing materials that comply with regulatory guidelines.

“We are delighted to be named as the CRM marketing vendor of choice for one of the most distinguished mortgage banks in Virginia,”said Mary Beth Doyle, founder of LoyaltyExpress. “We combine great content, design, CRM technology and digital printing to create marketing solutions that enable lenders to increase revenues and enhance compliance. Our ad-agency approach has been a winning ingredient,” added Doyle.

Lenders can also leverage LoyaltyExpress’ team of world-class marketing and branding experts who have extensive experience in the mortgage industry.  The company is the only CRM in the mortgage industry that provides marketing services for one of the nation’s three largest retail banks. As part of its commitment to privacy and risk, LoyaltyExpress does not reveal customer names on a public basis.  To learn more, call (877) 938.1175 or visit

About LoyaltyExpress
LoyaltyExpress simplifies customer relationship management and marketing automation for banks and mortgage companies, including one of the nation’s three largest retail lenders. Its flagship solution, CustomerManager, is an enterprise-wide, software-as-a-service platform that combines lead management, email and direct mail campaigns with a 360-degree view of each loan officer’s customers, partners and prospects. LoyaltyExpress eliminates the need to share sensitive customer data with multiple vendors and has a team of world-class marketing and branding experts with extensive experience in the mortgage vertical.   For more information, visit


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