Developing Digital Agility in Turbulent Times

As the pandemic continues to have global effects on the economy, financial institutions feel more pressure than ever to meet their customers’ essential financial needs and goals. While demand has been especially high in areas like forbearance, there has also been a steady stream of home-buying and refinancing activity.

These realities require lenders to reinvent what customer-centric looks like beyond 2020. From automation to the intersection of machine learning and human intelligence to accessibility we’ve rounded up actionable advice from top mortgage professionals on how these trends will play out by 2022.

Read on for the top five ways to connect with customers, serve them well during this critical time, and build the foundation for lifelong financial relationships.