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Investor Prospect Marketing

Investor Prospect Marketing

Identify and engage with the right clients at the right time.

Leverage comprehensive prospect marketing and data analysis tools to research the marketplace, understand client volume and trends, identify and develop new business opportunities, and empower your field sales staff.


Locate Even
More Business Opportunities

Easily connect with new and unique business opportunities in specific markets. Robust automation enables you to efficiently research, document and track prospecting activities. Identify and track trends with market analytic tools that display:

  • Market volume and trends
  • Specific details about each prospect
  • Average rate, price, loan amount
  • FICO, LTV, and DTI by MSA
  • Year-over-year performance
Locate Even More Unique Opportunities
In-Field Prospecting Mobile App


In-Field Prospecting Mobile App

Empower your field sales staff to immediately find prospects wherever they are located. Our interactive mobile app promotes in-field prospecting and drives sales success. Easy-to-use functionality provides valuable insights into current and prospective clients across each market territory.


Fully Integrated Solution

Black Knight’s sophisticated Investor Prospect Marketing solution is fully integrated with the Counterparty Oversight solution. This integration means that when prospects convert into a client, you can easily and seamlessly navigate them into an automated application process with increased trust and confidence.

    Fully Integrated Solution

    I cannot imagine how anyone in our segment of the industry does business without investor prospecting tools. This solution has resulted in a significant impact on how we win business today.

    Matthew Unglaub

    Discover Why Prospect Marketing is so Important

    Hi there, my name is Matt Unglaub and I’m an Investor Relations Manager. Our investor clients really love our prospect marketing solution because it makes it easy for them to identify and track performance trends and even overall loan volume. Many investors have also noted that these automation tools have empowered their field staffs to research, document and track activities on an entirely new level, and in the end—win more business! I invite you to contact our investor team for more information on this powerful tool and our entire suite of investor management solutions.


    Maximize The Power of Prospect Marketing

    Integration APIs

    With advanced API integrations, you can easily gain access to counterparty data and use it in any system. Automatically populate data into your LOS system to create accounts and quickly pull those accounts up in your CRM.

    Powerful Data and Reporting Capabilities

    Access powerful, on-demand data visualizations through an intuitive dashboard and enjoy a paperless environment with customized reports, whenever you need them.

    • Outstanding documents
    • Applications in progress
    • Upcoming renewals
    Interactive Mobile App

    Place the power of our investor management solution in the palm of your hands. Our interactive mobile app:

    • Promotes in-field prospecting and sales success
    • Provides insights into prospects and clients in each market
    • Enables access to application details on the go


    Nations Direct Mortgage Expands TPO Channels

    Nations Direct Mortgage leveraged the Investor Prospect Marketing solution to gain access to mortgage originators and procure the ability to identify candidates in new and existing territories. They were also able to gain organizational insight into counterparty ownership and affiliated contacts, quickly and effectively prioritize target lists that met a unique sales criteria, and analyze potential mortgage originator partnerships by zip, city, state and more.


    Accelerate Your Business

    Leverage a comprehensive suite of investor management solutions to grow relationships and increase engagement. You can also transact, mitigate risk, and identify new and profitable opportunities with ease.

    marketplace Access

    couterparty oversight

    mandatory analytics