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Overcoming Rising Interest Rates Surely your customers have seen the perpetual, panic-inducing headlines: “Up, up, and away! Mortgage interest rates continue to rise!” “Will increasing rates take a big bite out of our wallets?” “Act now before interest rates skyrocket too high!” So what exactly does it mean for today’s borrowers? To properly answer that [...]
Jerry Halbrook
Jerry Halbrook Named CEO of LoyaltyExpress Woburn, Mass., December 11, 2018 – LoyaltyExpress, a leading provider of cloud-based marketing automation, CRM, and POS solutions for banks and mortgage companies, and New Capital Partners, today announced the appointment of Jerry Halbrook to the position of Chief Executive Officer.  Jerry has 35 years of experience in financial services, [...]
How Text Messaging Improves Engagement If you thought the switch from network television to cable was dramatic, consider what the digital world has done to advertising.  All those online store algorithms now look for consumers to nudge when they leave something in a shopping cart. With omni-channel marketing advertisers can find us wherever we are [...]
Fourth Quarter Conversion Time It’s crunch-time and the clock is ticking, but there is still time for some late-quarter conversions. Here’s our November Rundown.   Get In Touch Questions? Complete the form, hit submit and we will be in touch shortly. Or, give us a call at (877) 611-0104. NameEmail PhoneCommentsThis field is for validation [...]
SoftVu Predictions for the Future of Direct Mail Long past are the days of mail traveling by steamboat, of pneumatic mail tubes, of pigeon post, of five-cent stamps. Yes, direct mail has come a long way, leaving behind its humble origins to evolve into the highly refined, data-driven marketing tool it is today. And yet [...]
How To Win The Compliance Game of “Simon Says” Definition of compliance 1a: the act or process of complying to a desire, demand, proposal, or regimen or to coercion 1b: the things you have to do to make sure you’re on the up-and-up when it comes to messaging your customers Real talk here: dealing with [...]
Here’s the habit that can immediately improve your email delivery results The old joke goes “practice, practice, practice” is how you get to Carnegie Hall. In email marketing, the road to success is “testing, testing, testing.” There’s a lot on the line when you send out mailings -- your lead generation success, your digital reputation, [...]
Tips for Making Those Direct Mail Campaigns Even Stronger In March 1861, the Pony Express recorded its fastest-ever mail delivery, covering the nearly 2,000 miles from St. Joseph, Missouri, to Sacramento, California, in just under eight days. The record-breaking parcel that was delivered? A transcript of President Abraham Lincoln’s inaugural address. For a country on [...]
Are You Ready to Crush it in Q4?   If you’re ready to crush it in Q4, we are ready to help you hit those goals. Reach out to your client manager today. Get In Touch Questions? Complete the form, hit submit and we will be in touch shortly. Or, give us a call at (877) 611-0104. [...]
Omni-Channel
Why Turn Up Your Digital Marketing in an Omni-Channel World The name of the marketing game is finding the consumer where they are and getting them to engage.  Sending the right message to the right person at the right time is most effective when they see it in the right place for them – wherever [...]
Top Five
Five Habits to Improve Your Email Reputation In job hunting, relationships and credit checks, your reputation can make or break you. In email marketing, it can determine whether your message reaches the right people on your email address list or dies unseen. As a marketer, you know your subject lines, your engagement metrics and your [...]
SMS Text Messaging Example
LoyaltyExpress Adds Another Component to its Marketing Omni-Channel Text messaging combined with email proves to increase loan closures Kansas City, Mo. – LoyaltyExpress has expanded its marketing automation platform by adding texting (short message service or SMS) as another means of communication between mortgage loan officers and consumers (leads). This texting tool is a unique [...]
Successful Online Mortgage Applications Technology and mortgages – the two are, and must be, deeply connected. Applying for a home loan no longer requires sorting through stacks of documentation to submit over a fax machine. The process is now more streamlined and more accessible. Such dramatic improvements are driving lenders to reemphasize and reconsider crucial [...]
3 Essential Elements of Successful Video Emails As video use in email increases in the world of marketing, those utilizing it are reporting increased click through rates. As a mortgage lender, if you’re excited about the potential of video in email that’s great. But before you decide to just stick a video into your next [...]
LoyaltyExpress Unveils LendingConnect World-Class Point-of-Sale Solution that Simplifies the Lending Process Woburn, Mass., October 15, 2018 – LoyaltyExpress, a leading provider of cloud-based marketing automation and CRM solutions for banks and mortgage companies, today announced its revolutionary new point-of-sale solution – LendingConnect – an interview-style 1003 application manager with intuitive, automated elements that simplify the [...]
Dave's Dilemma and the SoftVu Solution All a loan officer wants to do is reach a lead who wants to take out a loan. Dave is one of those loan officers. See why Dave is now addicted to the SoftVu platform. Be Like Dave
5 Things that Drive Borrowers Away Hey, all you mortgage professionals out there! Instead of bringing you a familiar message about the importance of delivering a great experience to your customer, we’re changing it up this time with a little reverse psychology. That’s why SoftVu is declaring today Opposites Day and, instead of telling you [...]
Filling out application
4 Ways to Make Your Online Application Process More Successful These days, if your organization doesn’t have an online loan application process, you’re old school in the worst way. Like using a flip phone instead of a smartphone old school. According to a 2017 J.D. Power Survey, online applications are the most common way to [...]
Sockeye Salmon
Who Doesn't Want to be a Sockeye Salmon? Unless you’re one of those super neat, Zero Dark email owners who sweeps the floor of their inbox every night before bed, then you may have too many email messages to deal with. Even with an inbox of say 10,943 messages (don’t judge!) a subject line or [...]
video roi
The DL on Video ROI for Mortgage Marketing Why Video Is the Not-So-Secret Weapon You Should Be Using Like, Yesterday When was the last time you watched some form of video online? Was it a 30-second recipe auto play on Instagram? A pop-up ad on your local news site? A YouTube link your kid texted [...]
Attract image
Three Things Your Email MUST Do Think about it. You already know what those 3 things are: attract, engage & convert the consumer.  Are your emails maximizing those 3 elements or are they actually hurting your business? Our research shows, it takes a heck of a lot more than a catchy subject line to get [...]
Email Process
The MVP of Email Deliverability In team sports, every player has a specific job to do. But they all have the same goal – win the game! Email deliverability and authentication methods are similar – Sender Policy Framework (SPF) has one specific job. DomainKeys Identified Mail (DKIM) has another. Then, in 2012 a new “player” [...]
Loyalty Express, SoftVu, New Capital Partners
  Get In Touch Questions? Complete the form, hit submit and we will be in touch shortly. Or, give us a call at (877) 611-0104. NameEmail PhoneNameThis field is for validation purposes and should be left unchanged. if(typeof gf_global == 'undefined') var gf_global = {"gf_currency_config":{"name":"U.S. Dollar","symbol_left":"$","symbol_right":"","symbol_padding":"","thousand_separator":",","decimal_separator":".","decimals":2},"base_url":"https:\/\/www.softvu.com\/wp-content\/plugins\/gravityforms","number_formats":[],"spinnerUrl":"https:\/\/www.softvu.com\/wp-content\/plugins\/gravityforms\/images\/spinner.gif"};jQuery(document).bind('gform_post_render', function(event, formId, currentPage){if(formId == 4) {if(typeof Placeholders != 'undefined'){ [...]
innovators hall of fame
SoftVu’s Summit awards lenders for their innovative thinking, intentional collaboration and high standards Kansas City, Mo. – Four lenders have been inducted into the Mortgage Innovators’ Hall of Fame, an award established at this year’s Mortgage Innovation Summit. Monte Robbins of CapWest, Jeff Douglas of Wyndham Capital, Todd Geiman of HomeDirect Mortgage, and Philip Kneibert [...]
Kansas City, Mo.  – LendingTree® and SoftVu announced the four finalists that will showcase their innovations at the annual Mortgage Innovation Summit, which is celebrating its 10th year. Four innovators have been chosen to compete in the “LendingTree Innovation Challenge” for a $5,000 grand prize. These four finalists are Jeff Rohr, SquareOffs; Jon Hill, Vitreus; [...]
VuGooder Mission “Work to live and live to serve for the Greater Good” - SoftVu’s President & CEO, Tim Donnelly   SoftVu aspires to exemplify our core values in our day-to-day activities and within service acts that provide value to our local communities and our extended global community. SoftVu’s VuGooders believe in broadening their communal [...]
KANSAS CITY, MO – SoftVu announced today that the company has chosen to leverage Optimal Blue’s powerful API to integrate robust product eligibility and pricing data into their unique technology platform. This highly-anticipated integration equips lenders with accurate and compliant rate quotes at an integral point of the homebuying cycle, providing a much-improved experience for [...]
Merry Christmas 🎄 & Happy New Year! SoftVu's growth in 2017 inspired this year's Christmas video.  And, Buddy the Elf is helping us spread Christmas cheer for all to hear. Take a stroll down memory lane with our previous Christmas videos: A Little Hipster Christmas - 2016 A New SoftVu Tradition - 2015 Everyday is [...]
November 15, 2017 Kansas City, Missouri: SoftVu and Discourse Analytics have announced the formation of a strategic partnership to enable individualization based enhancements to their marketing and lead management strategy platforms. The partnership creates a first-of-its-kind deployment of automated marketing to a specific individual based upon that person's unique mindset and their connection to the brand. [...]
A Time To Remember Here at SoftVu we feel greatly indebted to our customer, to our staff, the blessings we have, and those who have sacrificed over the years that we might be what we are. While we remember them throughout the year, it is at this time in November that we take time to [...]
Kathleen's Bowling for Kid's Sake team: Split Happens (left to right) Mitch, Maria, Julian, Erika, Kathleen, Billy & Josh VuGooder Mission “Work to live and live to serve for the Greater Good” - SoftVu’s President & CEO, Tim Donnelly   SoftVu aspires to exemplify our core values in our day-to-day activities and within service acts [...]
HAPPY BIRTHDAYS / ANNIVERSARIESOCTOBER 2017 Here at SoftVu, we celebrate our VuCrew Members every month! Whether its your Birthday or Anniversary - we celebrate with treats, stories, laughter and more! DANE GUEVARA - Happy Birthday! Dane has always been a huge sports fan. This year, he got to celebrate his birthday and his love of sports. "This [...]
Just when you thought it was safe to send another email...it happens. Your message arrives in your leads’ inbox. You wait with bated breath to see what will happen. Will they open the email and click through to your website? Will they simply delete it without even opening it? Or will they--no!--open your email only [...]
HAPPY BIRTHDAYS / ANNIVERSARIESSEPTEMBER 2017 Here at SoftVu, we celebrate our VuCrew Members every month! Whether its your Birthday or Anniversary - we celebrate with treats, stories, laughter and more! JENNY DULD - Happy Birthday! Jenny has celebrated her last 12 birthdays with SoftVu and it doesn't stop there. Jenny says, "I'm celebrating a Birthday this month! [...]
Once upon a time, there was a girl named Goldilocks who wanted a mortgage loan. So she put her information into LendingTree and three mortgage lenders began contacting her. Mortgage Lender #1 emailed Goldi every day--sometimes twice a day! “This company is bugging me too much,” said Goldi as she clicked the “unsubscribe” button. Mortgage [...]
At the 2017 Mortgage Innovation Summit in Kansas City, Doug Duncan, Senior Vice President & Chief Economist, Fannie Mae offered his insight on consumer technology habits for both millennials and their parents.  Take a listen. Learn more about SoftVu today. Schedule a demo by emailing us at info@softvu.com. We can't wait to work with you. [...]
At the 2017 Mortgage Innovation Summit in Kansas City, Doug Duncan, Senior Vice President & Chief Economist, Fannie Mae talked about the current housing climate and his beliefs regarding how to attract the millennial home buyer. Take a listen. Learn more about SoftVu today. Schedule a demo by emailing us at info@softvu.com. We can't wait [...]
HAPPY BIRTHDAYS / ANNIVERSARIESAUGUST 2017 Here at SoftVu, we celebrate our VuCrew Members every month! Whether its your Birthday or Anniversary - we celebrate with treats, stories, laughter and more! JEFF DAVIDSON - Happy Birthday! Jeff has been with SoftVu for the last 6 years and we've had a chance to celebrate many life events with him [...]
Ah, technology. How quickly what’s new and hot becomes the norm! From answering machines Instant Messaging, from Blackberries to smartphones…and now, for the mortgage lending industry, we’re starting to see the normalization of the hottest new must-have: online loan application systems. “The game is changing,” says Brett McCracken, SVP of Sales & Business Development at [...]
HAPPY BIRTHDAYS / ANNIVERSARIESJULY 2017 Here at SoftVu, we celebrate our VuCrew Members every month! Whether its your Birthday or Anniversary - we celebrate with treats, stories, laughter and more! PATTY PORTER - Happy 50th Birthday! SoftVu would be lost without our Patty Porter. She supports the entire team as our Director of Operations. This month she [...]
July 31, 2017 KANSAS CITY, MO: In addition to providing industry-leading mortgage and senior living solutions, SoftVu has prioritized activities focused around fundraising and philanthropy in 2017. With the creation of the VuGooders, a name for our community minded team members, SoftVu is making an important impact in several charitable ways. In June, SoftVu hosted [...]
Welcome back, class! Yes, we know it’s still a bit early, and the 2017-2018 school session doesn’t start for another few weeks, but we like you to be prepared as we finish up summer and get ready for fall. At the beginning of the calendar year, there were a lot of predictions for what 2017 [...]
Deb and her kids, Jack, Chloe, Karbe, and Tyler VuGooder Mission “Work to live and live to serve for the Greater Good” - SoftVu’s President & CEO, Tim Donnelly   SoftVu aspires to exemplify our core values in our day-to-day activities and within service acts that provide value to our local communities and our extended [...]
HAPPY BIRTHDAYS / ANNIVERSARIESJUNE 2017 Here at SoftVu, we celebrate our VuCrew Members every month! Whether its your Birthday or Anniversary - we celebrate with treats, stories, laughter and more! ANNA GREMMINGER - Happy Birthday! Anna joined the VuCrew as a Client Coordinator. Check out what she had to say about her favorite birthday memory: "For my 5th [...]
There’s nothing more satisfying than seeing the small-yet-scrappy fighter go against the odds, fight their way to the top and take down the reigning champion in a blaze of glory. But in the real world, being the underdog usually means you just wind up with a lot of disappointment. Take the Millennial homebuyer, for example. [...]
HAPPY BIRTHDAYS / ANNIVERSARIESMAY 2017 Here at SoftVu, we celebrate our VuCrew Members every month! Whether its your Birthday or Anniversary - we celebrate with treats, stories, laughter and more! MICHAEL RACKERS - Happy Birthday! Michael is constantly behind the scenes working as one of our software developers! Michael has had his fair share of celebrating so [...]
HAPPY BIRTHDAYS / ANNIVERSARIESAPRIL 2017 Here at SoftVu, we celebrate our VuCrew Members every month! Whether its your Birthday or Anniversary - we celebrate with treats, stories, laughter and more! JEFF DAVIDSON - 6 Year Anniversary Jeff is celebrating his 6th Anniversary. Here is what he had to say about his time at SoftVu: "There have been so [...]
Remember those parental phrases growing up? “Don’t count your chickens before they’re hatched.” (FLASHBACK!) Here are a few that are familiar to our VuCrew.  Can you relate? To learn more about SeniorVu, call any of our representatives today. If you need more time for local community outreach and sales training, contact info@seniorvu.com for more information. [...]
There’s something about spring that makes everyone want to throw open their windows and get everything in order. Since the mortgage industry is starting to gear up for the prime selling season, it’s the perfect time to do a little spring cleaning on your lead generation messages. Here are some top tips from the SoftVu [...]
HAPPY BIRTHDAYS / ANNIVERSARIESMARCH 2017 Here at SoftVu, we celebrate our VuCrew Members every month! Whether its your Birthday or Anniversary - we celebrate with treats, stories, laughter and more! NICK PEEPLES - Happy Anniversary! Nick is our master code ninja aka the VP of Engineering. Nick began his journey with SoftVu as an intern, and now [...]
FOR IMMEDIATE RELEASE: March 15, 2017 Kansas City, Missouri: SoftVu, an industry-leading company renowned for helping mortgage and senior living clients with lead generation and marketing automation for 17 years, announced today that they have launched a Year of Service. The SoftVu team is partnering with local non-profits that focus on those in the Kansas [...]
Remember those parental phrases growing up? “Don’t count your chickens before they’re hatched.” (FLASHBACK!) Here are a few that are familiar to our VuCrew.  Can you relate? To learn more about SeniorVu, call any of our representatives today. If you need more time for local community outreach and sales training, contact info@seniorvu.com for more information. [...]
One of President Trump’s major campaign stumping points was his promise to eliminate regulations that are preventing businesses from growing and innovating. So it came as no surprise that earlier this month he signed the “Presidential Executive Order on Core Principles for Regulating the United States FInancial System.” Immediately, news agencies began reporting Trump’s order [...]
HAPPY BIRTHDAYS / ANNIVERSARIESFEBRUARY 2017 Here at SoftVu, we celebrate our VuCrew Members every month! Whether its your Birthday or Anniversary - we celebrate with treats, stories, laughter and more! PATTY PORTER - Happy 13th Anniversary! What more could we possibly say about our dearest, Patty Porter?! She is the best of the best. As the [...]
Throughout my career, the opportunity to learn and evolve hasn’t stopped. However, a couple of months back our Development and Client Management teams came to me with a trend I had never seen in my 25 year career and I’ve seen my fair share of oddities. This one was stranger than most - a significant [...]
Remember those parental phrases growing up? “Don’t count your chickens before they’re hatched.” (FLASHBACK!) Here are a few that are familiar to our VuCrew.  Can you relate? To learn more about SeniorVu, call any of our representatives today. If you need more time for local community outreach and sales training, contact info@seniorvu.com for more information. [...]
Senior Living Marketing Expert Brings B to C Expertise as SoftVu Continues to Expand February 14, 2017 Kansas City, Missouri: SoftVu, an industry-leading company renowned for helping clients with lead generation and marketing automation for more than sixteen years, announced today the addition of Senior Living Marketing Specialist and former Assisted Living Operator Deb Barber [...]
Former Senior Living Software Sales Executives Bring more B to B Expertise as SoftVu Expands February 8, 2017 Kansas City, Missouri: SoftVu, an industry-leading company renowned for helping clients with lead generation and marketing automation for more than sixteen years, announced today the addition of Sales Directors Joe Figliolino, and Chrissy Kemper to its SeniorVu [...]
Remember those parental phrases growing up? “Don’t count your chickens before they’re hatched.” (FLASHBACK!) Here are a few that are familiar to our VuCrew.  Can you relate? To learn more about SeniorVu, call any of our representatives today. If you need more time for local community outreach and sales training, contact info@seniorvu.com for more information. [...]
2017 CHILI COOK-OFFWINNER: KARISSA ZIEGLER Every year SoftVu stirs the pot with clients, prospects and friends at our ever so serious, extremely competitive Annual Chili Cook-off. For First Friday in February event, nine VuCrew chefs prepared days in advance, hovering over the stave, inside the spice cabinet and even under the lid of a smoker [...]
HAPPY BIRTHDAYS / ANNIVERSARIESJANAURY 2017 Here at SoftVu, we celebrate our VuCrew Members every month! Whether its your Birthday or Anniversary - we celebrate with treats, stories, laughter and more! MADDY FINCH - Happy Birthday! Maddy is one of our fabulous Client Managers. This month we celebrated the January birthdays with lots of pies and cupcakes! But [...]
Forget New Year’s Resolutions. Here at SoftVu, we have New Year’s Reso-DO-tions! (Go ahead and groan. That was a dad joke.) As 2017 ramps up, we’ve got everything in place to make all sorts of awesome new stuff happen. We’re super-excited because all these new things add up to one big thing: helping you get [...]