Case Study: First United Bank boosts loan officer production and compliance with ICE Mortgage Technology’s Encompass CRM

Encompass CRM Helps First United Bank’s Loan Officers Increase Business and Build Relationships Through Targeted Communication

First United Bank, a family‑owned community bank founded in 1900 and headquartered in Durant, Oklahoma, operates 36 locations across Oklahoma and Texas with $3 billion in assets. The bank had strong staff and experienced loan officers but lacked a true CRM and targeted marketing—relying on error‑prone blast emails—so it needed a flexible, comprehensive CRM with robust reporting and built‑in compliance.

First United implemented Encompass CRM for its 94 loan officers, using centralized templates plus loan officer‑specific campaigns, seamless Encompass integration, detailed reporting (open rates, bounce reports) and automatic compliance rules, backed by highly responsive support. The result: every loan officer reported increased business (one top producer attributed a 30% boost to CRM campaigns), improved regulatory compliance, greater visibility into campaign performance, and faster deployment of time‑sensitive communications.

First United Bank

Lisa Buelow

Mortgage Marketing Manager