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Intuvo Support Center | support.intuvo.com Reviews

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1

Intuvo Support Center

http://support.intuvo.com/m/grid

How do I find what clients are on a campaign? How do I select what columns to view? How do I make a filter belong to only me? Can I delete filters? How do I create a filter for Past Clients but not Realtors? How do I create a filter for specific loan conditions. How can I see if a client has opened their email? How do I find what clients are on a campaign? How do I select what columns to view? How do I make a filter belong to only me? Can I delete filters? How can I see if a client has opened their email?

2

Intuvo Support Center

http://support.intuvo.com/m/marketing

What is a Campaign? What kind of collateral is available for marketing in Homebase? How do I send marketing out? How to use the Timeline to send marketing out? What are the costs for post cards and emails? How can I see what the campaign looks like? How can I adjust what I am spending in a particular month on marketing? How can I see what my Contact is receiving? How do I upload my photo into Homebase? What happens to email that is requested to be Remove from list. Why did my post card(s) get rejected?

3

Intuvo Support Center

http://support.intuvo.com/m/onetouch

How do I send an email to Contacts or Groups? How do I edit an exisiting email template? What are Mail Merge fields? What happens to email that is requested to be Remove from list. How do I send an email to Contacts or Groups? How do I edit an exisiting email template? What are Mail Merge fields? What happens to email that is requested to be Remove from list. View in admin portal. Intuvo 2014 Privacy policy.

4

Intuvo Support Center

http://support.intuvo.com/m/tasks

How do I create a personal Task? How do I create a Task for a client? How to I assign Tasks to another person? How do I create a personal Task? How do I create a Task for a client? How to I assign Tasks to another person? View in admin portal. Intuvo 2014 Privacy policy.

5

Intuvo Support Center

http://support.intuvo.com/m/preferences

How do I edit my contact information? How do I reset my password? How do I change my password? How do I set a default filter for the Grid? How do I set a default filter in Contacts? How do I find the version of Homebase that I am using? How do I upload my photo into Homebase? How do I upload my Companies Logo? How do I add a signature to my marketing? How do I edit my contact information? How do I reset my password? How do I change my password? How do I set a default filter for the Grid?

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LINKS TO THIS WEBSITE

intuvo.com intuvo.com

Jobs | Intuvo

http://www.intuvo.com/jobs

Were looking for people to upend the way lenders communicate. Intuvo is a group of right-brained geeks and left-brained creatives building their dream company. I love the culture of a growing company — being motivated to work hard as a stakeholder in the team. Intuvo is an awesome atmosphere to learn about the intersection of software engineering, marketing and start ups! We bet on our teams potential. Are you ready to take a leap? Were here to cheer you on. We take on worthy challenges.

intuvo.com intuvo.com

Solutions | Intuvo

http://www.intuvo.com/ban/marketing_automation

By connecting to your Loan Origination System, Intuvos Intelligent Sales Engine automatically develops a sales strategy for each member. Intuvo was built, specifically, for Credit Unions and regional lenders. Everything you need to succeed is built into the platform, including detailed analytics, expertly crafted follow-up campaigns consisting of hundreds of beautiful emails and print pieces and tasks for your loan officers all personalized to your brand. Printed automatically through our CRM platform.

intuvo.com intuvo.com

» Customer Success Archive | Intuvo

http://www.intuvo.com/category/customer-success

Four Credit Unions Sign with Intuvo to Automate and Boost Cross-Sell Activities. Credit Unions to Implement Intuvo’s New Consumer Marketing Platform and Best-in-Class Marketing Automation Tools to Improve Lending Business Scotts Valley, California, August 5, 2015 — Intuvo (www.intuvo.com), a leading provider of. Branch Lead Follow Up! A member walks into your branch wanting to inquire about a mortgage. What happens next? Intuvo Welcomes Travis Credit Union. Wright-Patt Credit Union up 25% year-to-date.

intuvo.com intuvo.com

Intuvo Welcomes Travis Credit Union | Intuvo

http://www.intuvo.com/intuvo-welcomes-travis-federal-credit-union

Intuvo Welcomes Travis Credit Union. Every once in a while we get to be heroic. One such case involves Travis Credit Union and Brian Pouch, AVP of Real Estate Lending. Travis Credit Union utilizes the Symphony lending platform provided by Prime Alliance Solutions, which is initially where he heard of. Intuvo 2016 Privacy policy.

intuvo.com intuvo.com

Intuvo is our Twelfth Man…. | Intuvo

http://www.intuvo.com/intuvo12thman

Intuvo is our Twelfth Man…. Dave further enlightened us regarding the perceptions of credit union members, “It’s really important to help members understand that credit unions play by the same lending rules as the larger banks. They sometime believe that because they have their credit union card in their wallet, it means that they’re automatically approved for a loan. This may not necessarily be the case.”. Dave put it like this, “If you’ll forgive the football analogy, Intuvo is our twelfth ...

intuvo.com intuvo.com

Our Story | Intuvo

http://www.intuvo.com/our-story

Intuvo 2016 Privacy policy.

intuvo.com intuvo.com

New Release: Power to the Admins! 3.10.0.4 | Intuvo

http://www.intuvo.com/new-release-power-to-the-admins-3-10-0-4

New Release: Power to the Admins! Intuvo released today a few new options for account administrators that use Intuvo day in and day out to manage a very large. You are our heroes and were always looking to add tools that will make your tasks more efficient! If you have ideas, questions, or concerns contact your account manager today! Intuvo 2016 Privacy policy.

intuvo.com intuvo.com

Solutions | Intuvo

http://www.intuvo.com/solutions

By connecting to your Loan Origination System, Intuvos Intelligent Sales Engine automatically develops a sales strategy for each member. Intuvo was built, specifically, for Credit Unions and regional lenders. Everything you need to succeed is built into the platform, including detailed analytics, expertly crafted follow-up campaigns consisting of hundreds of beautiful emails and print pieces and tasks for your loan officers all personalized to your brand. Printed automatically through our CRM platform.

intuvo.com intuvo.com

Intuvo Welcomes Travis Credit Union | Intuvo

http://www.intuvo.com/intuvo-welcomes-travis-credit-union

Intuvo Welcomes Travis Credit Union. Every once in a while we get to be heroic. One such case involves Travis Credit Union and Brian Pouch, AVP of Real Estate Lending. Travis Credit Union utilizes the Symphony lending platform provided by Prime Alliance Solutions, which is initially where he heard of. Intuvo 2016 Privacy policy.

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