Web Seminar

Personalization in mortgage: the secret to a winning strategy

Past event date: February 23, 2022 Available on-demand 60 Minutes
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WATCH NOW

While consumers are increasingly using digital in numerous aspects of their lives, they continue to value the personal touch and a customer experience tailored to their needs.

That’s why it’s important for lenders to find the right balance between providing self-service digital tools to empower the borrower and delivering a highly personalized borrowing experience.

In this webinar, find out from mortgage lending experts:

  • Why digital tools enhance, but don’t replace personal service
  • How to customize communications for different customer segments
  • Why automation is key to providing more time for human interactions
  • How to combine personalized services with digital initiatives
Speakers
  • Chris Boyle Headshot.jpeg
    Chris Boyle
    President of Home Lending
    Roostify
    (Speaker)
  • unnamed2.jpeg
    Rob Clennan
    President
    Mortgage Solutions Financial (MSF)
    (Speaker)
  • unnamed.jpeg
    Jesse Lopez
    VP Training & Development
    Mortgage Solutions Financial (MSF)
    (Speaker)
  • Mike Sisk
    Contributing Editor
    American Banker
    (Host)