CRM & Marketing

unify your CRM & Marketing with Loanworks

Key Features

Centralised Customer Information

A central point for collection of all customer and prospect information delivered through a single dashboard view of a customer’s history. Security profiles control access, visibility and ownership of customer data for franchised and non-franchised business models.

Sales Force Management

Track front office interactions to support customer contact management, sales force automation and sales management. Features include contact categorisation, follow up reminders, sales lead tracking and preferred marketing methods.

Collaborative Customer Service

Integrated back office operations ensures all aspects of dealing with a customer’s loan are collected and visible across departments. Supporting identification of cross sell opportunities and customer preferences.

Campaign Management

Supports targeting filtered groups of customers according to select criteria, generating campaign related material and tracking responses and campaign statistics.

Hands-free Marketing with Loanworks KNX Marketing System

Loanworks KNX is a powerful marketing system that supports both email and direct marketing, with genuine slice-and-dice features providing hands-free marketing. Easily create targeted, personalised and automated communications without needing to manage multiple database or lists. Modules provide support for marketing to both mortgage customers (borrowers) and introducers/brokers. Learn More

Overview | Key Features | Track Record