Bank Combines Trigger Campaign and Contact Center Excellence to Achieve “Phenomenal”
Mortgage Loan Results

BMO Harris searched for an automated loan marketing solution to achieve its mortgage loan acquisition goals and support relationship-building by providing a great customer experience.
The bank selected Trigger-Based Loan Acquisition/Retention, an event-based marketing solution that monitors credit bureau activity and notifies the bank when customers apply for mortgages with other financial institutions to send a personalized prescreened loan offer within 24 hours.


Many variables impact campaign success. The information on earnings or percentage increases that is contained within this case study is provided for demonstrative purposes only. Harland Clarke does not guarantee or warrant earnings or a particular level of success with a campaign.