What is a Mortgage CDP?
In the world of mortgage, there are more acronyms than you can shake a stick at. (Also, please stop shaking that stick. People are talking.) From FHA to NMLS to RESPA – and everything in between – the last thing mortgage originators need is yet another series of letters to learn.
Which is why for years Intent was stuck in the bucket of mortgage CRMs. We hated it, because what we actually have is a CDP, or Customer Data Platform. What exactly does a mortgage CDP do?
Mortgage customer data platforms (CDPs) are mortgage marketing solutions that allow you to understand your data, create ideal customer profiles, segment your audience into B2B and B2C marketing efforts, and allow you to receive automated data intelligence. Each person in your database has a profile with data collected from LinkedIn, including their contact information, picture, purchase history, email history, marketing journey, and sales strategy reminders. Your mortgage CDP should deliver opportunity, but it will always be every bit as useful as the data that you put into it.
Mortgage CRMs are machines for the loan process. Mortgage CDPs are the heart and soul of the mortgage sales and marketing process. When all data is unified, clean, segmented, and marketed to, the difference is nothing short of extraordinary. When you have data specialists who you engage to find all potential opportunities, you have something truly special.
Combine Intent’s mortgage CDP power with the data intelligence that we are able to partner with and you stop being able to count the number of opportunities that exist. Knowledge is power. You don’t need 100 leads if you have 100 personalized marketing journeys in your current database.
Already using a CRM at your company? Keep it. Let your LOA and your processor use it to update people on their loan status. But a successful, modern sales guru knows that the future of marketing is taking the lead in your market with how you present yourself. A mortgage CDP can help with that.
Change the game. Be first in line. And for $200 per month, it’s almost crazy not to at least try it out. Plus, you can hire our team to clean your data, connect it, segment it, and create personal campaigns JUST FOR YOU! Start making your data actionable and your marketing incredible.