LoyaltyWise Automated Marketing Program
With MACH3’s unique Activity Series Builder (ASB) it’s never been easier to create your own LoyaltyWise® Automated Program to provide “set it and forget it” marketing for all contact types: prospects, applicants (in-process), borrowers (closed customers) and business partners. The ASB’s setup wizard guides you through the following simple steps:
- Make the series available to all or any subset of loan officers
- Define target audience criteria for the series (e.g. per bucket)
- Develop a customized LoyaltyWise® Automated Program from over 1,000 mortgage specific marketing pieces found in our extensive content library
- Specify the trigger event or date for generating each activity
- Choose pay up-front or pay-as-you-go for each activity
- Set the series to run for as many years as you want
- Implement an optional pause following activity fulfillment
- Enable system-generated e-mail notification to loan officers
With company permission, branch managers and individual loan officers can augment any series.
When contact data is entered into your MACH3 database, the relevant LoyaltyWise® series is automatically attached to each contact based on your target audience criteria.