BANK AND CREDIT UNION MARKETING

Daily Loan Trigger Leads Give You First Dibs

Daily Loan Trigger Leads Give You First Dibs
Suppose you’re in the market for a loan of some sort. For example, maybe you go test drive the latest SUV models and talk financing options with the dealer. You head home filled with excitement over the possibilities! And while you’re thinking it over, you get an eye-catching postcard in the mail a day later – which, ironically, is offering you an incredible auto loan interest rate at a local financial institution.
 
How did they know you could really use a great auto loan right now? Was it just coincidence?
 
Actually, no -- it was SmartTrack from image.works.
 
SmartTrack is a daily loan trigger platform that lets your financial institution target people who are actively shopping elsewhere for loans, based on daily triggers from credit bureau data. Talk about putting the right information and offer in the right place, at the right moment!
 
Here’s how SmartTrack works to generate daily trigger leads and maximum loan income:
 
  • First, send us your credit requirements and accountholder file, which we will upload to our secure platform.
  • Next, we track inquiries from all three credit bureaus and deliver lists of your active, creditworthy shoppers for auto loans, mortgages/home equity loans and personal loans/credit cards -- in near real time.
  • Within 24 hours, we target your creditworthy shoppers with an 11” x 6” jumbo postcard and email blast. We can even use variable-data printing to advertise different rates to select recipients based on individual credit levels. (If you prefer, you can send out your own marketing piece – the choice is yours.)
Get advanced mailing list capabilities
Our image.works team can help you identify and market directly to creditworthy accountholders who currently have loans elsewhere, so you can encourage them to save money by refinancing with you. You can also target individuals outside your bank or credit union who meet the credit requirements for whatever loan type you’re promoting.
 
Now is especially loan-friendly
‘Tis the season for holiday shopping and travel, deals on year-end vehicle models and thoughts of debt consolidation for the New Year. Get first dibs on those active and prospective loan shoppers out there and bring them to your financial institution with SmartTrack!
 
Want a test drive of SmartTrack first?
Ask us for your free 30-day look-back and find out just how many accountholders shopped for loans in the last 30 days.
Posted by Kim Ziehr - November 07, 2018