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 Solutions

Strategy Insight and Analysis

  • Customer Data Analysis
  • Lead Acquisition
  • Customer Insights
  • Customer Segmentation
  • Persona Development
  • Multichannel, Multi-Touch Campaign Management

Sales and Acquisition

  • Path to Purchase Strategy Development
  • Lead Generation
  • Lead Qualification
  • Lead Nurturing
  • Customer Counseling (Loan Pricing and Selection)
  • Customer Acquisition
  • Policy Underwriting
  • Loan Application Management
  • Print and Direct Mail

Mortgage Loan Servicing

  • Loan Servicing and Administration
  • Loan Modification
  • Portfolio Management
  • Risk/Loss Mitigation
  • Default Services/First Party Collection
  • Audit, Quality Control/Compliance Management
  • Document Management

Who We Work With

Mortgage Lenders

Retail Banks

Credit Unions


You’ll enjoy benefits that include:

  • Increased customer acquisition
  • Increased loan performance
  • Increased operational efficiency
  • Decreased customer acquisition costs



We provide a number of unique advantages:

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