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Your Trusted Mortgage Customer Retention Partner in Sarasota
Stikkum is a customer behavior intelligence and retention platform designed specifically for mortgage loan originators. Our platform combines real-time credit monitoring, marketing automation, and CRM integration to help lenders retain clients and grow their business. Founded with a focus on innovation, we provide tools that alert lenders when customers are in the market for a mortgage, enabling proactive engagement before deals are lost. Our seamless integration with popular CRM and LOS systems eliminates manual data entry, while our personalized support team offers assistance seven days a week.With solutions like web behavior monitoring and life event tracking, we empower mortgage professionals to stay ahead of customer needs. Our pay-per-use billing model ensures cost-effectiveness, and enterprise pricing options accommodate large organizations. Backed by testimonials highlighting exceptional ROI and customer service, we remain committed to delivering cutting-edge technology paired with human expertise to drive mortgage business success.
Services
Customer Behavior Monitoring
Marketing Automation
CRM Integration
Credit Pull Alerts
Life Event Monitoring
Web Behavior Tracking
Lead Response Management
Engagement Analytics
Database Management
Enterprise Solutions
Highlights and features
- We provide 24/7 personalized customer support for mortgage professionals.
- Our platform integrates with popular CRM and LOS systems seamlessly.
- We offer flexible pay-per-use billing for behavior monitoring alerts.
- Enterprise pricing options accommodate large mortgage organizations.
- Our team delivers hands-on integration assistance with APIs and webhooks.
What people say
Unparalleled customer service
Highest ROI marketing program
Great support team
Prevents EPOs effectively
Easy onboarding process
Services
Customer Behavior Monitoring
Track mortgage customer activity with real-time alerts when credit reports are pulled. Protect deals by proactively engaging borrowers before they switch lenders. Our system provides detailed credit metrics including FICO scores, debt-to-income ratios, and loan details to help you make informed decisions.
Marketing Automation
Automate client communications with conditional email and SMS campaigns. Create custom workflows that trigger based on customer behavior and data attributes. Our platform enables personalized messaging sequences that improve engagement while reducing manual outreach efforts for mortgage professionals.
CRM Integration
Connect Stikkum with existing CRM and LOS platforms for seamless data flow. Eliminate manual entry through automated synchronization of customer information and interaction records. Our technical team provides hands-on support to configure integrations using APIs, webhooks, or Zapier connections.
Life Event Monitoring
Receive notifications about important customer life events that create mortgage opportunities. Identify when clients experience qualifying events like job changes or family expansions that may trigger refinancing or new home purchases. This proactive intelligence helps lenders engage at optimal moments with relevant solutions.
Engagement Analytics
Monitor the effectiveness of all marketing communications with detailed analytics. Track email open rates, link clicks, and campaign performance metrics in real time. Our reporting tools provide insights into customer interaction patterns, helping mortgage professionals refine their outreach strategies for maximum conversion rates.
Questions
What information is needed to monitor a customer?
We require first name, last name, street address, city, state, and ZIP code for customer monitoring.
Are long-term contracts necessary?
No contracts required - month-to-month billing with 20% discount for annual payments.
Does Stikkum integrate with other systems?
Yes, we integrate with CRM, LOS, POS systems via APIs, webhooks, or Zapier connections.
Will I get charged for self-initiated credit pulls?
No, self-pulls through our platform are not billed to users.
What communication types can I send through Stikkum?
Send emails, SMS messages, and multi-channel campaigns to your contacts.
Can I track email engagement metrics?
Yes, track opens, clicks, and detailed engagement statistics for all email campaigns.
