Marketing system and method

A system for marketing a loan product to a customer comprising:

• a customer service database, the customer service database containing information with respect to at least one customer;
• a processor coupled to the customer service database, the processor accessing a customer service module, and wherein the customer service module determines a reason to close the current loan and wherein the processor loads loan information provided by the customer into the customer service application;
• a communication network coupled to the processor;
• the communication network establishing communication with a customer regarding a current loan;
• and
• a display device coupled to the processor, the display device displaying a plurality of potential loan options.

A storage medium storing programmatic code for marketing a loan product to a customer which, when executed performs acts comprising:

• establishing communication with a customer regarding a current loan;
• determining a reason for the customer to close the current loan;
• accessing a customer service module;
• loading loan information provided by the customer into the customer service module;
• and
• displaying a plurality potential loan options.

A method of marketing a loan product to a customer comprising:

• establishing a phone connection between a customer service representative and a customer regarding a current loan;
• receiving information that the customer is closing the current loan;
• accessing a customer service module, wherein the a customer service representative accesses the customer service module via a first interactive screen;
• loading loan information provided by the customer into the customer service module;
• displaying a plurality of loan scenarios for a selected loan product based on the loan information, wherein the scenarios are generated by a preselected variations of the terms the loan product further comprising displaying those options on a second interactive screen that further displays a comparison of the current loan to the scenarios in a side by side format;
• and
• changing the scenarios base on variations of the terms of the loan product entered by the customer service representative.