What is a CDP?
A CDP (Customer Data Platform) is a lot like a CRM.
Both are technologies that help loan officers track, organize, and market to business partners as well as to their entire database. But think of Intent’s CDP as a loan officer assistant, business development manager, and marketing department all wrapped into one.
Intent gives you the tools to be successful by helping you communicate to your clients and partners throughout the customer journey.
How do I apply for my account?
Our team will work with you to make the process easy, but we rely upon your speedy reply to any and all correspondence. You start by applying for your account here, and we take it from there.
What is on my new website?
You will have a website that will include your contact information, company branding, bio, and other highlights. We understand that it is important to have an online presence that reflects your professionalism. Websites are templates and therefore not customizable beyond certain changes. Please check with our team if there is a change you might wish outside the scope of the template, and we can create a custom quote for your account.
Will my blogs from my Intent website automatically sync to my social media?
They will not, but we will send out an email when they are published to alert you and remind you to post these on your Facebook business and personal pages as well as LinkedIn.
What will the blogs be about?
Blogs will be written in first person and each one will look as though you wrote it. Your blogs will come out each week on Tuesday and Thursday.
Your website will also launch with hundreds of articles built in that you can share at any time to drive traffic back to your website. Blogs offer insight into many homebuying topics, including credit, loan programs, equity, refinance, and so much more.
Do I create my own marketing email campaigns?
No need. A lot of time and effort has been put into custom tailoring each campaign for every step of the loan process by combining the knowledge and efforts of seasoned loan officers with real experience and an industry leading marketing team. There are calls to action to ask your real estate partners for business as well as direct customers to apply for their loans.
All emails are linked through to your website to drive traffic from emails to your custom website where a customer can learn more or apply for their loan.
Once I start using Intent, can I expect updates and new campaigns?
Yes. Intent will always be updating our services and offerings with new, robust email campaigns. We would also love to hear your feedback! Your ideas are valuable to us, so please always forward us your thoughts and ideas!
Does Intent have a mobile app?
We sure do! We are going to send you instructions on how to download Intent’s mobile app from the app store and plenty of training on how to use it.
Does Intent offer texting?
We do! Texts are prewritten and compliant! At $49/month, it’s well worth it! Click here to let us know you are interested.
What else does Intent offer?
Everything. Beyond your account, we can help build your brand in so many ways, including branding, custom email campaigns, SEO, and relationship creation with referral partners.