Meriwest Credit Union Implements Intuvo’s Mortgage Marketing Platform

In Record Time, Sees Early Success with Mortgage Lending Program

Scotts Valley, California | April 27, 2016

In December of 2015, Meriwest Credit Union selected Intuvo’s ( best-in-class mortgage automated marketing platform to help drive loan volume and member satisfaction. The credit union experienced a record implementation time, rolling-out its new mortgage marketing program with Intuvo in a record 29 business days, testament to Intuvo’s quick and seamless integration with most credit union mortgage loan origination systems (LOS).

“We are very pleased with the speed and efficiency of the program’s rollout; the implementation process with Intuvo was very straight forward,” stated LJ Grossweiler, Mortgage Specialist at Meriwest Credit Union. “The platform’s built-in campaigns and templates made it very easy to jump in and get started, and the direct integration with our LOS makes everything just flow.”

Since the inception of the program, Meriwest has been experiencing an average open rate of 73.5% for all emails being sent to members through the platform, well above the industry average of approximately 25%.

Grossweiler adds that the program’s email campaigns allow borrowers to communicate quickly and easily with Meriwest’s loan consultants. “We especially like the ‘Your Loan Has Funded’ email, as we often get return responses that include a ‘thank you’ or a nice compliment from our members.”

Intuvo’s mortgage platform provides credit unions with dynamic, marketing automation and communication tools to stay engaged with members throughout the home shopping, buying, and loan closing process. As a result, Intuvo is able to help credit unions build member loyalty and business relationships with realtors through the mortgage channel, and increase mortgage loan opportunities.

“Our credit union customers typically experience a 50 percent average increase of pull through rates, while reducing staff workload 10%-30%,” notes Jeff Shood, Intuvo’s president and co-founder.

Intuvo 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.

About Intuvo

Intuvo is a leading marketing automation software platform to the credit union industry. Intuvo helps credit unions grow their lending business by automating the analysis of their customer base and then triggering personalized marketing via email, direct mail and sales force automation. Intuvo’s marketing automation tools are customized and deployed within 30 days, unlike traditional and generic CRM and marketing automation platforms. Industry leading organizations leverage Intuvo’s solutions to effectively i