Customer Retention Solutions has joined the ICBA

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CRS is proud to announce our membership in the Independent Community Bankers of America. The ICBA is the largest community banking association in the country, connecting independent banks of all sizes. We will be networking with banks across the country.

CRS will be in Booth 218 at the ICBA Annual Conference in San Antonio on March 15th and 16th to showcase our Mortgage TracTM System and our new PASS by CRS product. PASS (Portfolio Analysis & Scoring System) will utilize our proprietary analytics to discover marketing opportunities in mortgage and non-mortgage portfolios.

For more information email us at

CRS – Fall Conference Schedule

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Customer Retention Solutions has a busy conference schedule for Fall 2016.

Indiana Bankers Association Annual Conference
CRS will be demonstrating our Mortgage TracTM System at the conference in French Lick, IN from September 11th through the 13th. We will be in Booth 14 at the main conference hall at the French Lick Resort.

Mortgage Bankers Association Annual Conference
From October 23rd through the 26th CRS President David Disser, Senior Analyst Joe Yanos and Sales Manager Steve Warner will be in Boston attending and displaying at the MBA Annual Conference. CRS will be in Booth 815 demonstrating the Mortgage Trac™ System.

Michigan Bankers Association Bank Management and Directors Conference
David Disser will be attending the conference at the Royal Park Hotel in Rochester, MI. This annual conference is geared towards senior management and directors. This year it will be held from November 30th through December 2nd.

Customer Retention Solutions to attend the Michigan Bankers Association BEST Conference in April

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Customer Retention Solutions has joined the Michigan Bankers Association as an associate member. They will be attending the Banker’s Education Summit and Trade Show (BEST) in Traverse City from April 6 through April 8 at the Grand Traverse Resort & Spa.

CRS will have a booth at the Trade Show to demonstrate their Mortgage TracTM System, an integrated Loan Officer Opportunity Management System. Please stop by and see them at booth 23 if you are an MBA member attending the conference.

CRS is a retention marketing and printing and mailing fulfillment company founded in 2001 to help banks, credit unions and mortgage retain and expand their mortgage portfolios.

CRS will Attend the Mortgage Bankers Association Conference this October

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Customer Retention Solutions President David Disser announced that CRS will be attending the annual MBA Conference in San Diego this October 18th-21st. CRS will be scheduling demonstrations of their Mortgage TracTM Software at the conference beginning immediately. Mortgage TracTM is a unique loan officer opportunity management system which focuses loan officers and originators on opportunities which provide the highest economic benefit to their respective institutions.

Mortgage TracTM enhances CRS’s expertise in retention marketing analytics and campaigns. For more information or to schedule a demonstration for the MBA Conference contact CRS by clicking here.

CRS Relocates to a Larger Facility

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Customer Retention Solutions, Inc. of Kalamazoo, MI has relocated to a new facility on Technology Ave. west of US-131. CRS President David Disser said the move was necessary to handle present and future growth. CRS will be closer to the United States Post Office, Federal Express and United Parcel Service locations which will allow them an additional 4-5 hours a week in production time. In addition, CRS will be in the same building as their technology partner, Secant Technologies and their new data center.

CRS is a leader in Retention Marketing solutions for banks and mortgage lending companies. They also offer state of the art printing and mailing services.

SalesPage and CRS Announce Launch of Mortgage TracTM

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KALAMAZOO, MI  – SalesPage Technologies, LLC and Customer Retention Solutions (CRS), Inc. announce the launch of Mortgage TracTM. This opportunity management system provides loan analytics, automated lead generation, and campaign management tools, all designed to increase the effectiveness of loan officers.

David Disser, founder of CRS, recognized the demand for this system. “In 2013 we saw the refinance marketplace was shrinking to the point that by 2014 new strategies were necessary to maintain profits and clients,” commented Disser. “By partnering with SalesPage, we were able to leverage the expertise of two firms to produce a unique opportunity management system.”

With Mortgage TracTM, those in the banking industry can make better use of mortgage loan portfolios and identify opportunities that provide the best economic benefit. Loan officers and managers can quickly focus their efforts on high-return opportunities while continuing to analyze and attend to the needs of their current and potential customers.

“We’re proud of the work we’ve done on the CRS Mortgage TracTM product, and we are excited to see it hit the market. Partnering with CRS on this initiative is another great example of how SalesPage stands ready to help our clients leverage data to increase the effectiveness of their sales efforts,” commented Aric Faber, VP of Sales and Marketing for SalesPage.

About Customer Retention Solutions (CRS), Inc.

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 superior 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 not only for retention marketing but for opening up new mortgage opportunities.

About SalesPage Technologies, LLC

Founded in 1983, SalesPage Technologies provides targeted distribution management solutions to financial services companies around the globe. SalesPage products are used to consolidate and reconcile production data, understand market share, manage multi-channel distribution territories, and manage relationships. SalesPage services include: consultation; specification, design, and development; documentation; and training. The total value of SalesPage comes from the combination of our industry-specific solutions, a staff with an average tenure of more than 10 years in the industry, and a close-knit client community guiding SalesPage product development. SalesPage’s client partners include Allianz Global Investors, BlackRock, Eaton Vance Management, Federated Investors, Inc., Nuveen Investments, RidgeWorth Investments, Virtus Investment Partners, and Voya Investment Management.

Secant Technology

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CRS is proud to announce we have hired Southwest Michigan’s premier Information Technology Support firm, Secant Technologies, to maintain, support and grow our ever evolving network requirements. Secant will be working with us on system monitoring, intrusion detection and patching as well as updating our security and performing system upgrades on our network in Quarter 3 and 4 of 2014.

Secant has a long history of providing top level support to companies of all sizes in the Greater Kalamazoo Area. With over 30 years in business and a deep and experienced staff, they are uniquely qualified to take our IT infrastructure to the next level.

CRS and SalesPage Partnership

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CRS has partnered with Kalamazoo, MI based SalesPage, Inc. to help develop the software piece of Mortgage Trac™, our new loan officer opportunity management system. Mortgage Trac™ will allow mortgage banking companies to input, follow and update their retention, relationship and purchase lead campaigns.

Mortgage Trac™ will be available for private demonstration by appointment during the Mortgage Bankers Association Annual Conference at CRS’s private suite. For an appointment please email or call us at (269) 324-7385 option 1.