Protect and Grow Your Existing Mortgage Portfolio [Webinar]

Resource Type
Webinar
Product
Deluxe Marketing Solutions

What good is filling a bucket if you don’t plug the leaks? Remember: As you are battling for new borrowers, it’s equally important to focus on retaining the ones you have.
This webinar is focused on “plugging the leaks” in your mortgage portfolio. Join Eugene Geis, Director of Data Science, and Hallie Williams, Director of Product Management, as they discuss urgently needed strategies to protect and grow your existing customer base. They’ll share important insights every lender needs to help retain their mortgage portfolio, including:

  • The need for a persistent, proactive retention workflow that includes monitoring the portfolio for opportunities and threats.
  • The need for new and enhanced data that can identify and segment your existing customers based on those who are: 1) in the market for new home loan; 2) ready to move out of a VA, FHA, ARM or high-rate loan; 3) at risk of default.
  • Tactics you can use to improve retention rates by 20%…30%…or more per segment.

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