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Smart Money Manager

Objective

Smart Money Manager needed a better process for managing their campaigns, leads, and streamlining their application and finance process.

Solution

We leveraged our direct mail management functionality to store all their outbound mail pieces sent. We also integrated the CRM with their new public website and application process, streamlining the customer intake process and reducing the data collection necessary. This allowed consumers to apply directly from the website, convert that to a prospect within the CRM and quote a refinance auto loan for the borrower. Our conversion reporting helps them track conversion rates by campaign and their ROI of their marketing spend.

In addition we custom developed a new purchase and auto refinance calculator within the CRM that populates loan data into their finance application.

auto-calc

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Technology Used

  • Direct Mail Management
  • Data Sources
  • Online Application Integration
  • E-mail Marketing
  • Contract Generation
  • Custom Developed Auto Calculator

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Growing my business on the DebtPay platform has been everything I expected and hoped it would be. Their staff is knowledgeable and helpful. I made the best choice for our

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We use DPP to manage our direct mail marketing efforts, manage our leads and get finance applications signed. Using DPP has put us in the 21st century. We're closing more

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