Generating mortgage growth in 2020 and beyond - Webinar | Blend
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February 6, 2020 in Thought leadership

1 minute

Webinar: Using customer data to thrive as a lender of the future

Learn from Katherine Campbell and Katy Keim about how understanding the customer journey can help modernize your experience and acquire your ideal customers.

“It’s time to get it right,” remarks Katherine Campbell, VP of marketing at Assurance Financial, during our webinar, How to thrive as a mortgage lender of the future. “Everybody has made a major investment in technology, and we now have to start figuring out some ROI.”

Watch the webinar:

Updating the customer experience starts with knowing your customers. Build an ideal customer profile that incorporates information such as age, lifestyle, and features they’re looking for in a home. For example, are they first-time buyers or are they upsizing for their second home?

Once you know who they are, you’ll want to put yourself in the borrower’s shoes to understand their perspective. This will help you and your team glean what the borrower is looking for, which allows you to appropriately shape your communications. The messaging you use to interact with your customers is key to the new and improved journey you’re creating. Watch the webinar to dive deeper with Campbell and Keim and learn how to build out this journey.

The webinar explores ways to align your business practices with the various customer journeys you aim to serve. Learn how to:

  • Develop the ideal customer experience
  • Design communication flows that make sense for your customers
  • Define and evaluate metrics to reinvent the borrower journey

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