4. 2
History
Since 2004, LoyaltyExpress has been revolutionizing the way loan officers, banks, and mortgage executives approach marketing.
Mary Beth and Jeff Doyle were determined to bring intelligent & effective marketing standards to the mortgage industry and
to arm each and every loan officer with exceptional retention programs that strongly convey professionalism and distinction
to customers, partners, prospects, and peers. As a result of their inventive, yet fundamental, methodologies, LoyaltyExpress
has become the leading mortgage marketing company in the United States.
Put simply, our work speaks for itself – as well as a national customer base attesting to extraordinary impact. Through the
advancement of best practices and technology, LoyaltyExpress empowers brokers and lenders with dynamic, cost-effective solutions
that substantially impact repeat & referral business. Whether you’re an individual loan officer, small business or major enterprise,
we’re here to work with you. LoyaltyExpress completely customizes, automates, and manages retention marketing programs that
yield extraordinary value.
5. 3
People
Our team can be described in two words – collective entrepreneurialism. We encourage each person to take risks, make decisions,
and identify opportunities. We also encourage them to be well. From our CEO running marathons, the Client Services team
kicking off the morning with a basketball game, all the way to our Vice President of Training & Consulting (and former Navy
SEAL) conducting intensive motivation and training, the results are exceptional. And the respect is exceptional, too – for
ourselves and for each other. It’s a great atmosphere at LoyaltyExpress, and we’re dedicated to improving every day.
The same level of respect and commitment is extended to clients. We produce extraordinary services and ideas – and celebrate
success by steadily plowing ahead of the curve. You’ll find it in how we’ve grown our products – all of which are managed in-house.
We now offer cross-media campaigns, brand planning, web design, and an online marketing store, LoyaltyPrint. So no matter where
you want to start or what you need to do, we’re ready. At LoyaltyExpress, we have a fully integrated process to service customers.
So be sure to take the opportunity to learn more about us. Life’s too short to waste time – let’s find out what we can do to help you.
6. 4
Differentiators
It’s all about quality – standards, formats, content. And that’s what it takes to be effective. At LoyaltyExpress, we completely
embrace the art of marketing with the most advanced, yet fundamental, methodologies that substantially impact repeat & referral
business for a national customer base of loan officers, banks, and mortgage executives. With extensive product offerings and
technology, we eliminate chaos in clients’ businesses and automate programs & services that steadily impact business development.
And the return on investment is phenomenal.
Equally important, we respect every relationship and are sensitive to the needs and challenges of clients. Our consultative approach
allows customers to benefit from our vast knowledge of mortgage marketing and to realize immediate benefits. From core retention
programs & closing gifts – all the way to cross-media campaigns and intelligent alerts that trigger relationship dynamics, we’re here
to empower you and your business.
7. 5
Programs & Services
LoyaltyExpress offers marketing solutions that deliver immediate value. What we do differently than any other marketing firm in the
United States is combine the industry’s most advanced Contact Relationship Management (CRM) platform together with creative
services and a world-class, FSC-certified print & fulfillment center. As a result, we have established the most effective range of
marketing programs for a broad array of clients – ranging from individual loan officers to some of the most notable banks
in the world.
Our dedication to innovation and best practices steadily impacts advancements, including –
CustomerManager – the leading online service that provides marketing automation, system integrations, and two-way
communication capabilities throughout the enterprise;
LoyaltyPrint – first web-based, self-service mortgage website delivering easy access to high-quality mailers and gifts;
Cross-media – first company in the United States to deliver integrated cross-media campaigns within a CRM online service;
FSC-certification (Forest Stewardship Council) – first mortgage marketing company in the United States to receive
environmental certification through comprehensive, annual audits;
Vellum envelopes – first company to use boutique vellum envelopes that deliver unprecedented impact and the
highest open rates in the industry.
8. 6
Retention
Consistency is the key to successful, long-term relationships.
Our approach for repeat & referral business is simple, yet
powerful. Remove impulsive/shotgun-style marketing and
represent your brand and company with the professionalism
and distinction that contacts respond to and value.
LoyaltyExpress delivers the leading customer retention programs
in the United States. Utilizing rich graphics and professional
writing, our programs allow you to maintain contact with clients
in a professional and distinctive manner. Partners can
also be co-marketed within each communication – increasing
competitive advantages.
Year 1
Year 2
Year 3
9. 7
Past Contacts
Keeping in touch with your network is the name of the game. LoyaltyExpress offers a wide array of programs for loan officers
to keep in touch, educate, and delight contacts. Create a custom program or choose from multiple themed series. The
LoyaltyScorecard data service is provided to verify addresses and scrub mailing lists.
Our growing list of themed programs includes -
Recipes•
Financial Tips•
Fitness•
Environmental•
Around the House•
10. 8
Data
LoyaltyExpress offers the widest range of data services in the industry to ensure data
accuracy and usability. Whether acquiring data from internal IT systems or external sources,
LoyaltyExpress eliminates data challenges for loan officers and companies by making it clean
and accessible.
Database creation for customers, partners, prospects•
Address verification & data appending•
Third-party data service integration•
Data de-duplication & formatting•
Privacy setting management•
Loan officer photo optimization•
HR
Privacy
External Data Source
Loan Officer
Data Services
Marketing
11. Creative
LoyaltyExpress delivers the power of an ad agency for a fraction of the cost. Professional writers and designers produce unrivaled
programs and products that distinguish loan officers and enterprises of all sizes. Whether it’s a standalone campaign, a
LoyaltyPrint product or custom retention program, LoyaltyExpress ensures that brand, distinction, and professionalism are
consistently represented.
Professional writing team & graphic designers•
Custom image preparation•
Geographically-represented retention programs•
E-mail & cross-media campaign creation•
Image searches•
Coordination with ongoing brand guidelines•
Custom mailing formats/shapes•
12. Print & Fulfillment
LoyaltyExpress delivers the highest-quality, printed materials in the mortgage industry. With a world-class,
environmentally-sensitive digital printing operation & fulfillment center, companies can now produce
cost-effective marketing programs easily and efficiently.
FSC (Forest Stewardship Council)-certified & audited production facility•
Leading-edge digital printing environment•
High-quality paper & materials•
Address verification & data appending services•
Variable data print software for unprecedented personalization•
13. 11
CustomerManager
LoyaltyExpress provides exceptional business-development methodologies through its proprietary CustomerManager service.
It streamlines & automates data management, data mining, and retention marketing programs – all within a SAS-70-secure
web environment.
CustomerManager is a world-class Contact Relationship Management system, powered by a dedicated creative services
team and leading-edge print fulfillment center. The full spectrum
of technology, intelligence, and methodologies results in
substantial repeat & referral business activity – as well as
loan officer, customer, and partner satisfaction.
Contact Relationship
Management Creative Services Print Fulfillment
Automation
14. 12
Flexible Enterprise Service
CustomerManager is the best of both worlds – a development platform that also serves as an online service. CustomerManager helps
enterprises consolidate data from existing IT infrastructures and delivers the power of intelligence dynamically to loan officers and
management. Key benefits include:
Scalable platform - 50 to 10,000 loan officers•
Easy integration with existing IT systems•
Multi-year marketing program automation•
Internal & external system data transfers•
Custom alerts & reports programming•
Cross-departmental integration•
Address verification and privacy control management•
Cross-media campaigns (phone, e-mail, pURL)•
Client services support team•
Flexible billing functionality•
15. W W W
Open
24-7
@
www.
Gifts
Data
Print Fulfillment
Website Front End
On-Line Store
External List Provider
Servicing Platform
HRLoan Officers
Campaigns
Multiple Databases Alerts
16. 14
Marketing Automation
CustomerManager empowers companies with ease-of-use and efficiency to implement fundamental marketing methodologies.
Whether pre-sale or post-transaction retention programs, CustomerManager keeps your brand and message consistent with
complete mail & e-mail fulfillment.
Retention program automation & tracking•
On-demand marketing store•
Database-driven alerts•
Pre-built & self-service reporting•
Campaign deployment & call disposition•
E-mail engine•
Corporate, credit card & marketing credits billing•
End-to-end creative services & print/mail fulfillment•
17. LoyaltyPrint
Built for loan officers by loan officers. LoyaltyPrint is the leading online source for on-demand mortgage marketing materials, direct
mail programs, and closing gifts. With a few clicks of the mouse, users can select graphics, messages, upload mailing lists, and have
orders shipped directly to them (in bulk) or mailed directly to contacts.
Cards & postcards for prospects, partners, customers•
Choose images & messages from extensive libraries•
Individual account access with credit card billing•
Unlimited data storage•
Multiple card formats (boutique, premium, postcard)•
Holiday, birthday, thank you & cross-sell themes•
Bulk orders & direct fulfillment to recipients•
