United Wholesale Mortgage Introduces Client Loyalty Manager, a Proprietary CRM to Strengthen Brokers' Client Retention

TROY, Mich., Oct. 12, 2017 /PRNewswire/ -- United Wholesale Mortgage (UWM) recently introduced its latest partnership tool, the Client Loyalty Manager, which was created to further support mortgage brokers' abilities to retain past clients.

"Client retention is a challenge for mortgage brokers, especially with many wholesale lenders having retail retention teams," said Mat Ishbia, President and CEO of United Wholesale Mortgage. "Many wholesale lenders don't support brokers when it comes to client retention. We not only support it, we want to make it easier, so we built Client Loyalty Manager. It's a proactive way for our brokers to stay in front of their past clients, so they can continue to deliver the amazing service, products and pricing on all their borrowers' future loans."

The Client Loyalty Manager platform is built into UWM's EASE loan origination system, and features an interactive dashboard that allows brokers to create customizable parameters and proactively stay in front of their clients. Brokers will receive notifications and pre-written emails to send to borrowers for situations that include:

• When rates change in their favor

• When borrowers may be able to drop mortgage insurance (MI)

• Birthdays

• Loan anniversaries

UWM has a history of equipping its brokers with exclusive tools to protect their loans, previously bringing to market its revolutionary "UConnect" and "Unite" programs. Through UConnect, UWM monitors borrowers' mortgage credit pulls, connecting the respective broker with the borrower in the event he or she is in the market for a purchase or refinance. With the Unite program, UWM sends quarterly emails to borrowers that are filled with borrower-specific information pertaining to their home, current loan information and market trends, on the mortgage brokers' behalf.

"Staying in touch with past clients is the best way for brokers to earn repeat and referral business," Ishbia said. "Not all brokers have the financial or technological resources to build platforms like this. We are committed to being a true partner to them, as we want them to have their customers for life."

To learn more about Client Loyalty Manager and UWM's complete portfolio of exclusive partnership tools, visit www.UWM.com.

About United Wholesale Mortgage
Headquartered in Troy, Michigan, United Wholesale Mortgage (UWM) is the #1 wholesale lender in the nation, providing state-of-the-art technology and unrivaled client service, from the industry's leading account executives. Operating under parent company United Shore, UWM is known for its highly efficient, accurate and expeditious lending support, UWM underwrites and provides closing documentation for residential mortgage loans originated by independent mortgage brokers, correspondents, small banks and local credit unions. UWM's exceptional teamwork and laser-like focus on delivering innovative mortgage solutions are driving the company's ongoing growth and its leadership position as the foremost advocate for mortgage brokers. For more information, visit www.uwm.com or call 800-981-8898. NMLS #3038.

MEDIA CONTACT:
BRAD PETTIFORD, Communication Strategist
[email protected]   p (855) 888-8737, ext. 3160   1414 East Maple Road, Troy, Michigan 48083
UWM.com

SOURCE United Wholesale Mortgage

Related Links

https://www.uwm.com