Connect with more potential clients and close more loans using Plum's managed implementation of cutting edge outreach and communication technologies.
Commercial lenders need a consistent flow of qualified prospects across multiple loan products. Success requires finding new opportunities while maintaining relationships with prospects throughout extended decision cycles, especially for complex products like SBA loans.
Plum originated billions in loan volume using these strategies and has now made them available to leading lenders.
Intelligently re-engage dormant leads and turn them into active prospects with automated workflows.
Identification, outreach, and relationship building with high-value new potential customers
Seamlessly connect with your existing CRM, LOS, and other critical business systems.
Improve response rates with customers by making your communication multi-channel.
Automatically enhance prospect data with additional insights and contact information for better targeting.
Intelligently extract and organize critical data points from documents and communications.
"I've gotten a ton of great responses from this pilot. You've given me more support and lead generation in a month than my bank has given me my entire career."