Don’t Lose out on Mortgages!


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This document and the following volumes are intended to give a credit union a complete road map to execute a marketing campaign. This road map will take the user from the very beginning point all the way through to the end of the process and the evaluation of the campaign. This design will contain all the steps necessary to create the campaign, the steps to follow through to the end using the referenced CU*BASE options to mine the data and track the sales success.

Ensure timely follow-up with members that have an application for a mortgage pending in your loan queue. Timely loan decision (Approve or Denial) needs to be processed. Don’t miss this change to secure substantial revenue for the credit union!

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