Research & Case Studies

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Research & Case Studies

A guide to optimizing client engagement and communication

With 2023 off to a challenging start, mortgage professionals are buckling in for another year of ebbs and flows. Rising rates, low inventory, heightened competition and low origination volumes all add to the turbulent landscape lenders are looking to navigate through. In order to find success in 2023, professionals need to find strategic solutions that not only drive purchase volume but also build strong relationships that lead to steady business. The 2023 borrower is tech-savvy […]
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Research & Case Studies

Shorten Your Sales Cycle

Fact: For each day shaved off your total days to close, pull-through rate increases by 1% The Insellerate research team took a look at more than 1,000 funded loans to get a better understanding of the relationship between time and funding success. The average time to close for all loans in the study fell between 35-52 days, with pull-through rates between 51-75%. The study found a negative corr...

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4 Sales Plays That Lose Mortgage Servicers Valu...

As a mortgage servicer with quite an active customer base, you have already started building relationships. Relationship-building should never stop there, after the papers are signed and the funds are deposited. Each of these customers, already in your pipeline, are recurring revenue opportunities for you as a mortgage servicer. Avoid making the mistake of letting this revenue slip through your...

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Long Live Direct Mail: 5 Best Practices for You...

In today’s climate, marketers have to get pretty creative if they want to earn the attention of borrowers. Many lenders have seen great success nurturing online leads through digital marketing channels. With so many ways to reach consumers online, offline channels should not be forgotten because the truth is: Direct mail is not dead. To earn the attention of the modern borrower, it’s best to le...

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