Maximizing Borrower Connections: Marketing Techniques and Templates To Use All Year

Mortgage enterprises have a challenge when it comes to acquiring and retaining loyal, long-term customers. But with the right plan in place, customers will think of your business when it’s time to refer a friend, refinance their mortgage, or take out home equity financing. Home lenders can empower their loan officers with tools to build trust and stay top of mind, while servicers can employ tactics that make their customer relationships less transactional.

How can mortgage leaders develop an ongoing communications plan that creates growth opportunities? In this guide, you’ll get:

A month-by-month list of themes for homeowner communications to provide loan officers with ideas or to use as part of your servicing touchpoints
Seasonal email and social media templates to use during five key homeownership months, so you know exactly what to say and when to say it
Additional tips on how to fill your communications calendar and add value to borrower relationships

Get Your Guide

How can mortgage leaders develop an ongoing communications plan that creates growth opportunities? In this guide, you’ll get:

A month-by-month list of themes for homeowner communications to provide loan officers with ideas or to use as part of your servicing touchpoints
Seasonal email and social media templates to use during five key homeownership months, so you know exactly what to say and when to say it
Additional tips on how to fill your communications calendar and add value to borrower relationships

maximizing borrower communications white paper

How can mortgage leaders develop an ongoing communications plan that creates growth opportunities? In this guide, you’ll get:

A month-by-month list of themes for homeowner communications to provide loan officers with ideas or to use as part of your servicing touchpoints
Seasonal email and social media templates to use during five key homeownership months, so you know exactly what to say and when to say it
Additional tips on how to fill your communications calendar and add value to borrower relationships

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.