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About Relcu
Relcu is a SaaS-based customer relationship management (CRM) and lead-to-funding platform founded in 2020 and based in Saratoga, California. It is tailored for the mortgage and financial services industries, offering a unified application that integrates lead management, customer communication, pricing, loan pipeline management, and partner integrations. The platform focuses on automation, data-driven insights, and customer-centric workflows to enhance operational efficiency and conversion rates.
Key features of Relcu include automated workflows for lead scoring and distribution, omni-channel communication tools, and built-in data intelligence for lead distribution and loan closure analysis. The platform also offers pre-built integrations with various services to streamline mortgage processes. Relcu serves over 30 financial institutions, including Leader Bank and nbkc bank, and has experienced significant growth, expanding its services beyond mortgages to include deposit accounts and wealth management. The company aims to empower lenders by reducing origination costs and improving customer retention through its innovative approach.
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