HELOC Market Heats Up with New IMB Offerings
Drawn by the opportunity to serve homeowner equity, independent mortgage lenders are launching digital-based offerings for home equity lines of credit (HELOC) this year. HELOCs
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Drawn by the opportunity to serve homeowner equity, independent mortgage lenders are launching digital-based offerings for home equity lines of credit (HELOC) this year. HELOCs
Consumers research mortgage options online first. Afterward, they want quick access to a loan officer. Here’s how to serve them as they engage your bank or credit union.
Total Expert Founder and CEO Joe Welu shares three things lenders must do to build healthy customer relationships.
Competition has never been greater for banks and credit unions. Growth lies in deepening banking relationships by ‘fully engaging’ customers or members.
To earn more business from current customers or members, banks and credit unions must identify their most influential information sources for converting the ‘pondering’ customer into a ‘sold’ customer.
Jason Henrichs shares his view on the state of the financial services market, how banks need a cultural growth mindset, and how Alloy Labs helps organizations evolve into new business models.
Read on for the top three highlights from Accelerate and get a glimpse of what was covered.
Meet the latest integrations and platform enhancements available in the Total Expert platform.
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Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Total Expert is now available for purchase on the AWS Marketplace and Salesforce AppExchange.