Reporting & Dashboards
Uncover the Data that Matters
Use pre-built dashboards and reporting tools to understand gaps and opportunities.
Empower your loan officers with insight into loan performance and key partner relationships, helping them focus time where it matters most.
Inform internal leaders with key insights on business performance to help prove revenue impact and drive better business outcomes.
Know What Works – and Take Action
Create data-driven strategies that empower your teams and focus on results.
Evaluate performance by channel, audience, or time period to uncover trends and develop smarter campaigns.
See data at the contact level to give your loan officers and relationship managers the insight they need throughout the customer experience.
Streamline Compliance Management
Get peace of mind knowing you can track essential workflows, create audit trails, and report on compliance tactics.
Make it easy for your compliance team to view and edit content to easily give approval before use.
Leverage built-in tools to adhere to brand and regulatory regulations, like RESPA, NOIA, CAN-SPAM, and even consumer data and privacy laws.
Get a 360-Degree View in One Platform
Bring data into one platform to understand the true end-to-end customer experience, giving you the ability to segment and tailor communications.
Consolidate behavioral, transactional, and motivational data to get a true view contacts – and know how to personalize outreach for a better customer experience.
Act on data in sales and marketing activities by using it to fuel segmentation, helping tailor outreach for a competitive advantage.
All-in-One Sales & Marketing Platform to Break Down Silos
Lead & Contact Management
360-Degree Contact View
Prioritized Lead & Contact Lists
Meet consumers where they are with the ability to tailor campaigns to communication via the right channel, including print, direct mail, email, SMS, and social media.