We create personalized and relevant dialog that helps you connect and engage with your customers along the entire customer journey.

Finance and Mortgage


The behaviors of consumers have drastically changed, creating a demand for financial institutions to develop innovative and engaging solutions that align with the customer’s expectations. To be successful, financial institutions need to stay relevant, be personal and provide effortless channel options.

Achieving this by aligning data with marketing and call center activities can be a challenge, but this is where Dialog Direct excels. With our end-to-end engagement solutions, data and technology work together to trigger the right action that will acquire and engage new prospects as well as find new refinance opportunities.

Our finance and mortgage engagement solutions provide:

  • Higher response rates
  • Greater number of cross-sell activity
  • Lower cost per acquisition and cost per sale

Finance and Mortgage Engagement Solutions


Acquisitions and Cross-Selling

Customer Acquisition/Lead Generation

  • Lead Transfers
  • Predictive Call Routing
  • Campaign Strategy and Management
  • Inbound Sales and Support
  • Direct Mail
  • Analytics
  • Campaign Data and Modeling (First Mover and Mover 360 Data)

Customer Support

  • Inbound Phone, Email, Chat, SMS Support
  • Social Engagement
  • Brand Management
  • Voice-Enabled IVR
  • Virtual Hold
  • Print and Mail
  • Campaign Management/Loyalty Marketing
  • Speech Analytics/Voice Data Mining
  • Customer Relationship Management (CRM)

Loan Modification

  • Document Follow-Up
  • Lead Transfer
  • Inbound Customer Support
  • Multichannel Support
  • Voice-Enabled IVR
  • Print and Mail

Portfolio Management

  • Lead Transfer
  • Campaign Management

Loss Mitigation

  • Lead Transfer
  • Document/Contact Management

Who We Work With

Financial Institutions Icon

Financial Institutions

Credit Unions Icon

Credit Unions

You’ll enjoy benefits that include:

  • Increased customer conversion
  • Flexible resources
  • Improved customer retention and experience
  • Higher response rates
  • Greater number of cross-sell activity
  • Lowered cost per acquisition and cost per sale



Dialog Direct Delivers:

  • Predictive lead scoring and behavioral routing
  • Bilingual agents
  • Overflow and after-hours service
  • Campaign management and ongoing analytics
  • Fully TCPA-, PCI-, RESPA-compliant