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Loan Stealing Campaigns
Loan Stealing Campaigns
The objective of a loan conversion campaign is to move a loan your member has at another institution to your organization. The Loan Conversion campaign ‘reads’ data from credit bureau reports and automatically assigns the member to a loan campaign if they have a mortgage, home equity, auto or credit card loan. The module also lets you calculate payments for your offerings for the same type of loan so you can easily tell the member if you can save them money. Requires Cross Sell Campaigns module.