About Customer Retention Solutions

Customer Retention Solutions (CRS) was founded by David Disser in 2001 to provide financial institutions with cost effective marketing campaigns to retain their clients. Since that time, CRS has grown to specialize in the mortgage retention and purchase marketplaces.

By using proprietary analytics, and carefully crafted marketing pieces, CRS has been able to develop campaigns that consistently exceed industry success rates. CRS’s marketing campaigns can be used for not only mortgage retention marketing but for opening up new mortgage opportunities with your other clients as well.

In 2014 we introduced Mortgage Trac™, a loan officer opportunity management system we have developed in conjunction with SalesPage, Inc, a leader in customized software solutions for financial corporations.

In 2015 CRS moved into a larger and newer facility to expand our offerings. The new facility is within a half mile of USPS, UPS and FedEx centers. The same facility houses Aunalytics, our IT partner and their Tier 3+ Datacenter. This move has increased our security, allowed us to house data in the datacenter and better manage both our mortgage retention and printing and mail fulfillment businesses.

In 2020 CRS introduced the Mortgage Trac™ Score, which consists of two key components, Prepayment Analytics and Refinance Recommendations. The Mortgage Trac™ Score can be run on a monthly, quarterly or by request basis and is fully customizable for your organization’s needs. No Personally Identifiable Information (PII/NPI) is needed to run the Mortgage Trac™ Score.

Whether you require mortgage analytics and campaign design, or printing and mailing fulfillment services, CRS is available to meet your needs.