Implementation

Mortgage

Marketing Cloud Services
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Client

Leading Mortgage Lender
Theorem helped a leading mortgage lender execute complex email campaigns thanks to our expert Marketing Cloud Services. This client had failed to string together the complex integrations they were looking for with previous partners and found themselves on the cusp of stepping away from their ambitious goals.

Multiple CRM platforms and marketing automation tools were investigated by the lender and they determined Salesforce, Marketing Cloud, and Pardot gave them the best chance of success IF they could find the right partner.

Solution
Implementation
Vertical
Mortgage
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Challenge

Complex Integration

A leading mortgage lender wanted to create complex emails that could reference third party dataincluding realtor contact information and listing details from the Multiple Listing Service (MLS).

The client had attempted to use an easytoaccess public solution that proved to be unreliable and inaccurate in an everchanging market. After working with three different partners, they were prepared to move in a different direction.

Solution

Streamlined Data Migration

Theorem orchestrated a file drop to populate Salesforce Marketing Cloud emails with listing information from the MLS along with realtor contact information.

We made it possible to send newsletters with listings localized to the recipient, as well as automated emails on behalf of mortgage officers that could be populated with up-to-date preferred realtor contact information.

Impact

Exponential Customization

Featuring accurate, reliable data and easy-to-use, repeatable templates, the client’s emails were able to keep up with the fastpaced real estate and lending market.

The mortgage lender was also able to provide additional value to its partners by sharing listing and realtor information across millions of emails each day. Our client is now recognized as the most tech savvy lender, frequently solicited to speak at industry events on the topics of big data and marketing automation.

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