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Kizen Helps Lenders Drive More Revenue

Accelerate loan cycles, automate document collection, and streamline loan officer processes with Kizen.

Grow Smarter With The New #1 CRM+ Platform


More customers per every $1 spent on sales and marketing


Increase in customer lifetime value


Hours saved per week for each team member


Average total cost of ownership savings compared to legacy providers

Kizen Can Help Deliver Amazing Experiences At Each Stage Of The Borrower Journey



Advertise effectively to your potential customers and track their behavior across all of your most profitable channels.



Send personalized content and build strong relationships that helps customers make important financial decisions.



Simplify the lending process by sending digital contract workflows and by sending timely and personalized follow-up content.



Establish automated experience content such as satisfaction surveys, positive feedback referrals, and communication to keep customers informed.



Facilitate revenue growth by establishing strong reputation management and continuing to grow better targeted, personalized campaigns.

Explore How Kizen Can Help All Your Teams Work Better Together, Drive More Profits & Craft More Amazing Customer Experiences

Kizen’s Business Intelligence Drives Awareness Behind Your Revenues And Helps All Your Teams Work Smarter

Visualize & Invest In Your Revenue Streams

Easily turn revenue data from multiple sources into one intuitive dashboard. In addition, you can create dashlets from marketing campaigns, activities, pipelines, and more. Then, easily connect your real-time revenue data with ad spend reporting, so you can optimize your campaigns and invest with unprecedented precision.

Accurately Forecast and Track Lead Scores

Real-time data can allow your loans and mortgage teams to forecast, allowing for better process planning in the future. Find trends and redirect your teams to focus only on the most qualified leads with dynamic lead scoring.

Track The ROI Of Every Campaign

Track the performance of every email, ad, and other campaigns by looking at customer interaction history. All your most important metrics are presented clearly so you can measure their impact on your revenues and profits.

Monitor All Your Customer Experience Analytics

Track NPS, engagement metrics, and health scoring to maximize the retention of your customers. Breakdown your most important experience data to proactively identify problems and look for patterns in the experiences of your most valuable customers.

Kizen’s Marketing Cloud Helps Customers Discover and Grow Value With You While Working Seamlessly With Your Sales & Experience Teams

Attract And Convert New Customers

Execute perfect account-based marketing by capturing leads from online and offline sources and intelligently pre-qualify and nurture them through personalized email, text, ads, and more. Then, automatically send these leads over to your sales team when ready.

Boost Qualified Prospects On High-Converting Forms

Collect all the initial customer data you need intelligently with advanced features including field rules, page rules, and more. Learn from the responses you've received with pre-built reports and customizable dashboards.

Send Beautifully-Templated, Personalized Emails, Forms, Surveys, and Texts to Potential Borrowers

Our Marketing Cloud creation suite allows for personalized content delivered directly to every potential borrower. Simplify your marketing campaigns in one place and leverage advanced analytics to deploy better messaging.

Automate And Personalize Your Marketing

Engage in real-time with automatic triggers, intelligent drip sequences, and conditions and delays so that each customer is only seeing content appropriate to them. Journeys can be A/B tested so that you’re always deploying lead-conversion messaging.

Intelligently Cross-Sell Or Upsell To Grow More Value

Automatically follow-up on deals to show customers the true value of the financial choice they’ve made. Then, intelligently cross-sell each customer on other offerings, such as a personal line of credit or savings product, that will increase their lifetime value and turn them into lifelong customers.

Understand Channel Attribution With Next-Gen Insights

Kizen provides one unified dashlet that tracks all your marketing campaigns with the most important data. See which channels are generating the most valuable customers, which are increasing their value, and which are driving the most growth.

Intelligently Track Your Customer’s Behavior

Track your customer’s journey across emails, websites, ads, and custom web, iOS, and Android applications. Easily use this rich data to understand which email campaigns, landing pages, and forms are leading to conversion.

Intelligent Remarketing Of Ad Campaigns

Retarget and suppress your Google and other web ads to personalize your campaigns based on your previous customer’s behavior. With this refined advertising strategy, Kizen users can send the right message to the right customer at the right time.

Collaborate With Your Sales & Experience Teams

Create a collaborative nature between marketing, sales, and experience teams so that everyone has a clear view of the funnel and works smarter. Track customer leads and opportunities throughout the entire pipeline and ensure all customers are being followed-up on promptly.

Kizen Sales Cloud Helps You Attract More Customers, Maximize The Effectiveness Of Your Team, And Ensure No Opportunities Slip Through The Cracks

Access Every Deal in Real-Time

View the pipeline for your entire team, a single rep, a single customer or group of customers, or even filter into each deal individually to see every detail needed. Kizen’s custom objects, object nesting capabilities, and robust automation will allow your lending team to track and manage any lending process.

Comprehensive Activity Reporting

Kizen offers easily accessible activity reports to ensure you know exactly how your team is performing. Track all the messages, interactions, and touchpoints in chronological order and in real-time, fully-customizable to all your needs. Then, take advantage of Kizen’s filtering capabilities to find the exact data you need to help your reps improve.

Pipeline Team Collaboration

Team members have access to their pipelines from anywhere in-app or through any channel. Offer a cloud-based, mobile-responsive solution that helps your team collaborate and crush their goals from any device.

Sales Reporting And Dashboards

Leverage strong sales reporting to help your team work smarter. Kizen’s reports and dashboard help you visualize how active your team is, how likely your team is to meet their goals, how well your reps are meeting those goals, and what needs to be done to drive more success.

Automatically Qualify And Route Leads

Ensure the right reps are handling the right customer opportunities with intelligent lead routing. With Kizen’s Automations Engine, leads from online and offline sources can be intelligently qualified, assigned, scheduled, and nurtured. Ensure your reps walk in each day with new opportunities on their calendar, ready-to-go.

Custom Lending Operations and Standard Operating Procedures

Design and enforce SOPs with your operations team by defining best practices in Kizen’s Automations Engine. Any time a new task needs to be completed according to your standard operating procedure, Kizen will keep your loan experts on the ball.

Streamline E-Signature Workflows

If your borrower makes it through underwriting, Kizen will offer your team one-click E-signature workflows using your favorite documents or billing tool. Generate, manage, and deliver assets to prospects, streamlining workflows with the click of a button.

Automated Onboarding And Scheduling Sequences

Once closing is complete, Kizen will automatically send the appropriate onboarding materials to each new customer for a streamlined process. Save time and ensure that your teams have a full schedule each and every day.

Kizen Experience Cloud Automates to Deliver Better, Faster Customer Experiences

Ensure Perfect Onboarding

Kizen helps lenders get new customers in shape for onboarding with intelligent automations that help your account management team. Kizen will trigger emails, texts, and other welcome messaging at the exact time it is needed.

Automate Your Customer Experience

Kizen’s Experience Cloud creation suite and automatic follow-up capabilities keep all of your customers consistently in the loop with news, helpful newsletters, financial planning resources, and more.

Real-Time Account Management & Task Automation

Utilizing your proprietary scoring metrics, easily identify the perfect time to assign your account management team proactively. Send reminders, and notify management if action isn’t taken as required, or if your interventions are unsuccessful.

Customizable Support Service Forms

Kizen’s support forms can be customized for customers to explain their issues and ask for help. Kizen can then prioritize, route, and schedule tasks. Auto-response rules can give customers quick responses or even dynamic estimated wait times, if necessary.

Deliver Targeted and Periodic Surveys

Deploy customer satisfaction surveys dynamically after each milestone. Periodically send NPS surveys to each customer to gauge the likelihood of retention and referral, identify potential issues, and ensure positive experiences.

Intelligent Nudging & Feedback Management

Utilizing your customer satisfaction data, Kizen will deploy messages to nudge happy account members towards referral, while routing unhappy account members to your success team to investigate.

Kizen Data Cloud Helps You Unify Your Data And Understand Your Customers Better

Unified Data Storage

Kizen’s Data Cloud provides a single source of truth for every customer by connecting data from every tool, team, and interaction in real-time. An easy set-up process and no coding interface means both your customer-facing teams and more tech-savvy departments will love using it together.

Integrate All Of Your Lead Sources

Within the Data Cloud, Kizen’s Integrations Engine allows you to connect all of your lead generation channels in real-time. Leverage your lead source data to help your team provide more amazing experiences and understand which channels are worth the investment.

Data Management And Segmentation

Once your campaigns have begun, utilize Kizen’s Data Cloud to segment in real-time, personalize, and improve ad campaigns. Generate curated retargeting and suppression lists to perpetuate the impression cycle needed to improve the efficiency of your ad spend.

Streamlined, No-Code Connect API

Kizen’s robust Integrations Engine allows organizations to connect Kizen with over 1,000 enterprise-grade tools, including Workato and Zapier. In addition, our easy-to-use, no-code Connect API ensures you are able to seamlessly integrate with the apps and tools you use every day.