Meeting today’s borrower demands requires innovation & a customer-centric mindset.
Borrower expectations have changed dramatically over the last couple of years. The housing industry has not escaped the “Amazon Effect,” in which consumers expect to instantly search for a product, read reviews, click to order and have the product delivered shortly after. In addition to quick, digital service, consumers desire and expect communication to be frequent, timely, personal and highly engaging through multiple channels.
That’s a tall order for an industry that is historically more transaction-focused than relationship-focused. This problem is magnified as we transition from a refi boom to a heavy purchase market.
Join Ashwin Dayal from LoanMonkey, BeSmartee CEO Tim Nguyen and Insellerate CEO Josh Friend to learn how to transform the borrower journey from transaction to relationship and gain a significant lift in production in today’s digital lending environment.
Leverage collaborative technology offerings to:
The average borrower will get 7-11 loans over the course of their lifetime; however, most borrowers will never go back to their original lender, leaving an enormous amount of business on the table.
Together, the integration between Loanzify POS and Insellerate offers streamlined multi-channel communication that increases retention and conversion rates.
July 13, 2021
It’s essential now more than ever to figure out how to create customers for life. What do lenders need to do to make that a reality? Before we get there, let’s take people through the journey of what was the primary purpose of a CRM when it was first introduced to the mortgage industry years ago?
July 1, 2021
How Customer Experience Is Transforming the Borrower’s Journey & Creating Customers for life! In todays Hot Topic we’re excited to have Josh Friend, Founder and CEO of Insellerate on the podcast to discuss the current state of the mortgage industry and why customer experience is the next major competitive advantage for lenders. Want to know […]
June 24, 2021