Next-Gen Customer Intel: How Do Banks & Lenders Offer Credit Karma-Like Services in 2024?

Quality loan opportunities and motivated borrowers still exist in the current market. You just need the right tools and technology to find and engage them before your competitors do.  

The Basis Point Founder & CEO Julian Hebron joined Total Expert’s Ryan Picchini, VP, GTM Strategy, to discuss how and where to find loan opportunities as we move into 2024, how to leverage popular housing and banking apps in your strategy and demonstrate how Total Expert Customer Intelligence alerts can help you act the moment a loan opportunity presents itself.  

Key takeaways from the webinar:

• How much competition is there for mortgage customers?  
• What consumer activities are lenders using to better understand their borrowing needs?  
• What data points are most significant to the lender–borrower relationship?
• How much ROI can you expect if you excel at using data to serve customers?
• What will home equity, debt by category, and banking activity look like ahead of 2024?
• Which housing & banking apps/services do borrowers use most to manage their finances?
• Plus, six actionable Customer Intelligence alerts loan officers can use to engage borrowers.

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