First United Bank Selects Mortgage Returns’ CRM for Marketing and Reporting Functions

Bank to use innovative marketing technology for one-to-one communication

Business Wire


Mortgage Returns, a provider of TRUE CRM technology and automated marketing solutions for the mortgage industry, announced First United Bank has selected the company’s Relationship Manager CRM solution to manage its marketing campaigns and reporting and analysis capabilities.

First United Bank, a financial institution with over 30 locations in Oklahoma and Texas, chose Mortgage Returns’ Relationship Manager CRM system for its detailed, customizable catalogue of marketing collateral in addition to its ease of use in implementing the financial institution’s brand materials. Mortgage Returns also provides First United Bank with innovative reporting capabilities so that branches may track the effectiveness of their customer, prospect and referral partner marketing campaigns.

“After using the Mortgage Returns’ Relationship Manager CRM at different financial institutions, I knew that the system would be a perfect fit for First United Bank,” said Lisa Buelow, mortgage marketing manager at First United Bank. “Mortgage Returns is a proven resource for a growing business, and we are eager to see how its sophisticated marketing and analytics functions can help us enhance the relationships with our customers.”

“First United Bank is a prime example of how a bank can utilize our one-to-one marketing functions and reporting features to enhance their interactions with their clients,” said Jim Blatt, CEO of Mortgage Returns.

About First United Bank

First United offers a full range of personal banking, commercial, wealth management, insurance and mortgage products and services to customers with over 30 locations throughout Oklahoma and Texas. The bank is recognized as one of the largest, well-capitalized banking organizations in the Southwest region of the United States with assets of more than $2 billion. It is also one of the largest privately held community banking organizations in the country. For more information, visit

About Mortgage Returns

St. Louis-based Mortgage Returns provides a database-driven, automated marketing solution to help mortgage originators maximize profitability from clients, prospects and referral partners. Through an award-winning database management and marketing system, Mortgage Returns provides timely and relevant marketing for more than 9,000 mortgage originators nationwide. Mortgage Returns’ customized marketing solution also increases referrals and cross sell opportunities for more than 275 financial institutions. For more information about Mortgage Returns, visit

For Mortgage Returns
Ann Bates, 678-781-7225
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