The Borrower Retention Playbook

Product

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Alerts

Rate Watch New Informs you when anyone in your database can benefit from the current market rate.

Cash-out Know when your borrower is credit qualified and can benefit from cash in their home.

FHA MI Removal Alerts you when your FHA borrower has exceeded 20% equity and can remove mortgage insurance.

Listing Alerts you when your borrower lists their home for sale.

Credit Improvement Alerts you when your borrower improves their credit score.

Risk & Retention Know when a borrower is in danger of dropping out of your portfolio.

Reports

Reverse Mortgage New Put your borrower's over 62 in a mortgage that makes the most sense for their financial situation.

Rate-and-Term Know when your borrower is credit qualified and can be helped with current rates.

Mortgage Inquiry Know when your customers are shopping with a competitor.

Early Payoff Know when your customers are shopping during the early payoff period.

Equity Know when your customers have equity in their homes.

Reports

LENS Get notified when there is a marriage, birth, divorce, death, or an empty nest scenario.

DEMO Get demographic information on anyone in your database.

Loan Loss Report See who your borrowers are taking their next loan with.
Industries

How Leading Lenders Are Overcoming the Mortgage Industry’s Borrower Retention Problem

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Banks Deepen customer relationships and drive cross-sell revenue

Credit Unions Save members money while increasing lifetime member value

Mortgage Lending Protect your book of business and win market share
Resources

$180M IN APPLICATIONS

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ROI Calculator Use this calculator to learn how you can average 20X ROI with our Borrower Intelligence.

How it Works See the #1 Borrower Intelligence System in Action

Podcast: Mortgage Masterminds Learn from innovative thinkers ranging from C-suite leaders to the industry's top producers, sharing insights you won't get anywhere else.

Blog Tips and best practices to retain your borrowers

Attention To Retention Challenge A 5-Part masterclass to immediately increase retention rates

Integrations Connected with Your Technologies

Events, Webinars, and On-Demand Check out and register for all of our events here, including in person events, webinars, and on-demand video content.

Customer Stories See how customers are succeeding with Sales Boomerang

Whitepaper: Cracking the Code How Leading Lenders Are Overcoming the Mortgage Industry’s Borrower Retention Problem
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