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 drive revenue, increase pull-through rates, and decrease cycle times
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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 drive revenue, increase pull-through rates, and decrease cycle times
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 drive revenue, increase pull-through rates, and decrease cycle times

Get Your Guide

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Matic’s embedded insurance solutions were built with partners in mind. Through our network of 40+ A-rated insurance carriers, we help your customers save time and money by matching them with the right policy.

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Our co-branded user experience makes it easy for customers to get quotes and save in minutes, making you the hero and building affinity with your brand.

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Create a new ancillary revenue stream (at no cost to you) with a product that complements your offering. Plus, our partners see a 2-3x uptick in retention rates.

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

$639* average annual savings

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

*Average savings reflect a combination of home and auto insurance products. Homeowner savings reflect the difference of Matic customers' prior insurance policy and their new policy, derived from data where the customers' prior insurance premium amount is known to Matic. Auto savings contains customers' self-reported data reflecting the average of the difference between the cost of the prior and new insurance policy. Accounts for all customers who found savings between January 2023 and December 2023.