Lead

Communication

Marketing Automation

Workflow automation

Partner Ecosystem

Pipeline Management

Analytics

Lifetime Customer

Intelligent Lead-to-Revenue CRM Modernizing Financial Services

Sales and operations CRM for banks, credit unions & fintech lenders that unifies into one platform all the disconnected applications, digital communications and partner ecosystem data that mortgage loan officers need from Lead-to-Funding

SOMETHING NEW...

Redefining Loan Officers Lead-to-Funding Digital Experiences in the Mortgage Industry

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?

These challenges lead to:

Lower conversion
Lower operational productivity
Higher loan production costs
Single transaction lifetime value customers

Ultimately making mortgage lenders less competitive.

RELCU’S POWER-PACKED

Features and capabilities in a single platform

Relcu is delivered via SaaS subscription model

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

Extensive contact center capabilities to provide a consistent, high-quality and seamless experience across multiple digital channels to meet your customers where they are

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

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.

Intelligent Lead-to-Revenue CRM Modernizing Financial Services

SOMETHING NEW...

Redefining Loan Officers Lead-to-Funding Digital Experiences in the Mortgage Industry

WHAT’S IN IT FOR YOU?

The Relcu platform helps lenders be profitable in both up and down dynamic market by

RELCU’S POWER-PACKED

Mortgage Lead-to-Funding single platform unifying

RELCU’S POWER-PACKED

Features and capabilities in a single platform