What’s Next for the Mortgage Industry? Creating Success in the Next Market Phase

Why is the customer retention rate for the mortgage industry so low compared to others? Part of the answer lies in the demand frequency for mortgages — people don’t buy or refinance homes as often as they dine out, travel, or purchase other items. The rest of the cause comes from a lack of focused effort on retention — but as we move into a very different market phase, mortgage companies and loan officers can no longer afford to ignore it.

How can home lenders retain customers and fill profit gaps in the changing market? In this guide, you’ll get:

An in-depth assessment of the state of the mortgage industry and its current gaps
Insights on how to succeed as market volume shrinks, including tangible steps to increase customer retention
Tips to redefine customer perception of the lender — from “the person that did the loan” to a long-term, strategic partner

Get Your Guide

How can home lenders retain customers and fill profit gaps in the changing market? In this guide, you’ll get:

An in-depth assessment of the state of the mortgage industry and its current gaps
Insights on how to succeed as market volume shrinks, including tangible steps to increase customer retention
Tips to redefine customer perception of the lender — from “the person that did the loan” to a long-term, strategic partner

How can home lenders retain customers and fill profit gaps in the changing market? In this guide, you’ll get:

An in-depth assessment of the state of the mortgage industry and its current gaps
Insights on how to succeed as market volume shrinks, including tangible steps to increase customer retention
Tips to redefine customer perception of the lender — from “the person that did the loan” to a long-term, strategic partner

Get Your Guide

Insurance solutions built for the mortgage industry

Matic’s embedded insurance solutions were built for mortgage partnerships. Through our network of 40+ A-rated insurance carriers, we help your borrowers find the right insurance policy — saving you time and helping you focus on closing more loans.

Get clear to close, faster

Integrating Matic into your process gives you control of the insurance piece of the loan closing and leads to faster loan turn times.

Increase retention and generate revenue

Create a new ancillary revenue stream with a product that complements your offering — and saves borrowers time and money. Plus, our partners see a 2-3x uptick in retention rates.

Implement easily

Our turnkey solutions are easy to stand up and embed into your existing technology. Plus, our compliance-first approach means you won’t have to think twice about vendor oversight.

Your borrowers will love Matic

90 Net Promoter Score

Our off-the-charts NPS is in line with world-renowned companies like Apple, Amazon, and Tesla.

90% customer retention

Customers stick with Matic for the world-class service and help with navigating carrier relationships.

$537* average annual savings

With Matic, customers save hundreds on insurance — a unique benefit that helps you strengthen client relationships and close more deals.

*Average of the difference for Matic customers’ prior insurance policy and their new policy for all homeowners who found savings, submitted to Matic between January 2022 and December 2022. Includes homeowners who became Matic policyholders and where the customers’ prior insurance premium amount is known to Matic.