4 Ways to Sharpen Your Competitive Edge in the Lending Process

4 Ways to Sharpen Your Competitive Edge in the Lending Process

The COVID-19 pandemic has resulted in extremes across the housing market, including skyrocketing sales prices and significantly lower inventory compared to previous years. But while loan amounts are on the rise, purchase volume is on the decline. With lenders competing for the same customers in an extremely limited market, it’s more important than ever to offer customer-centric differentiators throughout the mortgage process.

How can you create a customer experience that works to your advantage in growing your sales pipeline? In this guide, you’ll get:

  • Insights on the type of experience modern borrowers are looking for
  • Four actionable steps and resources to deliver exceptional value that creates lasting, loyal customers
  • Learnings on how a great customer experience can help you replace lost revenue in a rising interest rate market, increase pull-through rates, and get clear to close, faster
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Get Your Guide

The COVID-19 pandemic has resulted in extremes across the housing market, including skyrocketing sales prices and significantly lower inventory compared to previous years. But while loan amounts are on the rise, purchase volume is on the decline. With lenders competing for the same customers in an extremely limited market, it’s more important than ever to offer customer-centric differentiators throughout the mortgage process.

How can you create a customer experience that works to your advantage in growing your sales pipeline? In this guide, you’ll get:

  • Insights on the type of experience modern borrowers are looking for
  • Four actionable steps and resources to deliver exceptional value that creates lasting, loyal customers
  • Learnings on how a great customer experience can help you replace lost revenue in a rising interest rate market, increase pull-through rates, and get clear to close, faster
whitepaper icon

The COVID-19 pandemic has resulted in extremes across the housing market, including skyrocketing sales prices and significantly lower inventory compared to previous years. But while loan amounts are on the rise, purchase volume is on the decline. With lenders competing for the same customers in an extremely limited market, it’s more important than ever to offer customer-centric differentiators throughout the mortgage process.

whitepaper iconHow can you create a customer experience that works to your advantage in growing your sales pipeline? In this guide, you’ll get:

  • Insights on the type of experience modern borrowers are looking for
  • Four actionable steps and resources to deliver exceptional value that creates lasting, loyal customers
  • Learnings on how a great customer experience can help you replace lost revenue in a rising interest rate market, increase pull-through rates, and get clear to close, faster

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.

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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.

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Get more deals done

We help customers save hundreds on insurance — lowering their debt-to-income ratio and qualifying more borrowers.

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Count on us every time

Our dedicated agency is quick to respond and address your borrowers’ insurance needs.

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Your customers 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.