Loan Generation Marketing

Maximize your income

Santa Clara County Loan Generation Case Study

At, we offer loan generation programs (including daily trigger leads!) to help you achieve maximum loan income for your bank or credit union. Learn more below! 

Mailing list capabilities
Our advanced mailing list capabilities enable you to 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, including:

  • Auto Loans
  • Home Equity Loans
  • Mortgages
  • Credit Cards
  • Personal Loans
  • And More!

Daily loan trigger solutions
Interested in sending prescreened loan offers to active shoppers? SmartTrack—our daily loan trigger platform—is the answer! We’ll tell you which accountholders are actively shopping for auto loans, mortgages/home equity loans and personal loans/credit cards, giving you the opportunity to reach out and gain their business before a competitor does.

Our daily loan trigger solution can even be used to identify creditworthy prospects who are actively shopping for loans in your area. Simply give us your marketing parameters and credit requirements, and we’ll identify active shoppers within the desired radius/zip code of your office.

Here’s how SmartTrack works for loan generation:

  • 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 in near real time.
  • Within 24 hours, we target your creditworthy shoppers with an 11” x 6” jumbo postcard and email blast. (Want to do your own marketing? No problem. The choice is yours!)

Contact us today for a complimentary analysis detailing just how many of your creditworthy accountholders shopped for loans in the last 30 days!

Extra services to raise response rates
By combining our loan generation programs with variable-data printing and cross-media marketing, you can maximize your chances of capturing consumers’ attention. Use variable-data printing to advertise different rates to select recipients based on individual credit levels, and take advantage of cross-media marketing to connect with targets via direct mail, email and web. Ask for details!  

Our always-low prices include:

  • Free copywriting
  • Unlimited design time
  • First proof in 10 business days or less

Request Samples | Request a Quote


What Our Customers Are Saying

“I couldn’t be more pleased with the results of the credit union auto loan refinance campaigns we’ve done with In just one campaign, we closed 189 auto loans (generating over $3.5 million), and 24 recreational vehicle loans (totaling $350k). We were thrilled with these results.”

- Pat Mott, Arlington Federal Credit Union