Bethpage, Redwood, and Premier America turn to Intuvo to Advance Mortgage Lending Program Success

Credit Unions Use Intuvo’s Mortgage Marketing Platform and Best-in-Class Marketing Automation Tools to Build Member Loyalty and Help Drive Mortgage Lending Growth

Scotts Valley, California, November 17, 2015 —  Intuvo, 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 three credit unions. As a result of the agreement, the credit unions will be implementing Intuvo’s mortgage automated marketing platform to increase loan volume and member satisfaction.

By providing credit unions a direct integration to their mortgage loan origination system (LOS), such as Accenture Mortgage Cadence, Ellie Mae Encompass, or D+H MortgageBot, along with ready to execute marketing communications, triggers and professional support, Intuvo is able to help credit unions build member loyalty and business relationships with realtors through the mortgage channel, and increase mortgage loan opportunities.

The credit unions leveraging Intuvo’s mortgage marketing platform are: Bethpage, New York-based Bethpage Federal Credit Union (266,080 members, $6.1 billion in assets); Santa Rosa, California-based Redwood Credit Union (204,374 members, $2.6 billion in assets); and Chatsworth, California-based Premier America Credit Union (82,201 members, $1.8 billion in assets).

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

Intuvo’s mortgage platform provides credit unions with dynamic, marketing automation tools to stay engaged with members and consumers throughout the home shopping and buying/loan transaction process.

“We look forward to working with our new credit union partners to help them execute member marketing strategies through the mortgage channel to increase loan volume,” says Jeff Shood, Intuvo’s president and co-founder.  “Credit unions typically experience an average pull through on loan purchases of 35%; we have helped credit unions increase pull-through rates by as much as 10%.”