Lending AcceleratorBuilt by a team of credit union veterans, the Intuvo Lending Accelerator boosts member engagement by sending the right message to the right member at the right time

Increase in Loan Volume
Boost in Pull-Through Rates
Increase in Member Satisfaction

Intuvo replaces old, inflexible, and underperforming systems such as your MCIF, CRM, and analytics engines with a single integrated platform that includes:


Synchronized directly to your consumer Loan Origination System (LOS), Core, legacy MCIF, and existing marketing platforms


Deep analytics determine how to follow-up with each member automatically


Hundreds of pre-written emails, direct mail, call scripts, and text messages are already configured into pre-orchestrated strategies


Our complete automation engine sends rich email, direct mail and text automatically at the right time

New Member Onboarding

Nurture new relationships to build engagement, sell products, and create loyalty using automated onboarding strategies. Intuvo seamlessly syncs new data from your consumer Core and/or Loan Origination System (LOS) and generates specific targets based on the products used. It’s an exciting new way to unleash dozens of marketing triggers that will allow you to reach new members with the right message and at the right possible moment in time.

Emails can be personalized from a person at your credit union to help build a relationship with a member. With a default 12-week onboarding plan, the result is an effective onboarding and cross-selling tool to increase products per member within your direct and indirect loan borrower segment

Effective Cross-selling

Increase product penetration and loyalty using automated cross-sell marketing. Intuvo’s credit union exclusive marketing automation platform provides all the necessary components for effective cross-selling including customizable reports and analytics.

Intuvo’s PureData Sync tracks behavior in real-time to our pre-built campaigns ready to launch at a moment’s notice. It integrates with the cross-sell engine of your loan origination system (LOS) , including Lending 360, for pre-approved cross-sell offers and “pre-screen” offers from the credit bureau. We have the cross-selling process down to a science

Intelligent Upsell

By leveraging data collected from your Loan Origination System (LOS) or CUDL indirect platform, Intuvo provides real-time feedback to give you the perfect upselling opportunity. Once an opportunity is identified, the campaign engine prioritizes your products to send out the most relevant offer.

For instance, a member can be sent a warranty and GAP insurance offer if they did not purchase them at the dealer and vice versa, if they did purchase them, they will not be sent an offer in order to ensure you protect your dealer relationships

Indirect Member Campaigns

Indirect borrowers are more interested in purchasing a vehicle than building relationships, therefore, they require a more targeted and direct approach. Convert indirect borrowers into profitable, engaged members with pre-written content and pre-set communications to introduce indirect borrowers to your credit union

Enhanced FeaturesTake your communication with borrowers to the next level

Pre-built Campaigns and Content

Combining years of expertise amongst the top ranking marketers at financial institutions across the nation, Intuvo provides over 400 pre-built, expertly-crafted campaigns that are already organized to save you time and staff resources. Intuvo’s pre-built materials are ready-to-use as is or can be completely customized with the added functionality to upload full graphics, use of custom HTML, customizing text content, and more

Campaigns are determined by real-time member activity and include:

  • Pre-approval pull-through campaigns
  • Loan status update campaigns
  • New borrower onboarding campaigns
  • Incomplete application follow-up campaigns
  • Intelligent upsell campaigns
  • Indirect borrower campaigns
  • Cross-sell campaigns

Campaign and Content Editor

  • Enterprise-grade trigger marketing engine
  • Timeline, date based and activity based triggers
  • Easily customizable, awesome UI
  • Create as many campaigns as needed
  • Leverage all LOS & CRM data for triggers
  • Full print editor in-app, ability to upload your own designs
  • Rich HTML email editor supports responsive design, merging of all data fields in the system and complex custom scripting
  • WYSIWYG (what you see is what you get) editor is easy enough for non-technical users, full capability for marketing staff
  • Customized to match your institution’s voice and brand

400+ Fully Customizable Marketing Pieces

Communicating your message several times through different media channels can improve your effectiveness by up to 30%. Intuvo’s marketing automation engine delivers your message through event-based triggers through the following channels:

  • Print
    Our variable data print services personalizes, prints and mails for you with no need for a third party vendor
  • Email
    Our white-listed email service automatically delivers emails, tracks open and click-through rates, is optimized for mobile devices, and provides unsubscribe management by syncing with your systems such as your CORE and other marketing platforms
  • Letters
    Letters are printed automatically and sent through our CRM platform
  • Tasks
    Call scripts can be pushed to your loan officers’ Outlook, mobile device, or accessed through our CRM platform
  • Mobile Alerts
    Can be sent in real-time through our consumer facing mobile app

Enterprise Grade and Customizable Client Relationship Managment (CRM)

Intuvo incorporates enterprise-grade client relationship management (CRM) that mirrors your credit union’s Core and Loan Origination System (LOS) data. The CRM keeps track of your contact’s history including sent emails and past conversations. The CRM also allows the ability for loan officer involvement while still maintaining full marketing control with loan officer tasks tied to various triggers

Loan Origination System (LOS) and Core System Integrations

Intuvo’s PureData Sync engine enables the integration with over 90% of the loan origination systems (LOS) in use. More than just a simple data transfer, the PureData Sync engine:

  • Integrates directly with your loan origination system (LOS), such as Mortgage Cadence, Calyx Point, Encompass, LPS Emplower, Byte and many more
  • Provides hourly synchronization for the most up-to-date profile
    Uses a 7-step process to automatically scrub, organize, deduplicate, and build a comprehensive profile from multiple data sources (including multiple unrelated loans in the LOS, servicing data, and postal address update data) for a 360-degree view of all borrower activity.
  • Universal sync tools – SQL, XML, flat files

Intuvo’s patent pending Pure Data Sync engine is one of the most comprehensive datawarehouses in the lending industry

Comprehensive Reporting

  • Over 50 pre-built reports to be used across multiple department
  • Adhoc filtering capabilities – easy enough for loan officers, powerful enough for marketing
  • One-click export of data to excel
  • One-click email blast to a segment of your data

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