Sales Boomerang

🔥 A New Modernized Mortgage Coach is Here! Discover the new transformative features ⤵ The new release makes transformative changes to the Total Cost Analysis (TCA) presentation that make it easier to understand. Benefits of each loan option are effortless to compare, while an updated look and feel—on the web or in a mobile browser— strengthen the Loan Officer’s brand and boost credibility. "My favorite part of the new Mortgage Coach platform is the updated presentation! It is a major step forward in supporting our mission of educating families and teaching them how to build wealth with their mortgage strategy.” - Joshua Logan Mettle, Division President for NEO Home Loans. ▶ Read the press release here: https://hubs.ly/Q02t2XjS0 #LendingSuccessEngine #SpeedtoNeed #PeopleNotProspects #AlwaysBeCoaching #OptimizeforSuccess #MortgageIndustry #FinTech #LoanOfficer #SalesBoomerang #MortgageCoach #TrustEngine #NoBorrowerLeftBehind

How is borrower intelligence different from a CRM? ▶ The TrustEngine Borrower Intelligence Platform™ listens, anticipates, and responds to individual borrower needs through data. It is the core of data-driven mortgage performance marketing. ▶ Unlike CRMs, it uses continuous measurement and refinement to optimize customer acquisition and retention. ▶ The focus is on understanding borrower needs and dynamically orchestrating an advice-focused customer experience that prioritizes borrower outcomes rather than marketing campaigns with generalized content. ▶ Buying a house is one of people's most important financial decisions. Initial impressions made in your upper funnel—the acquisition and retention of customers —set the tone for a borrower’s entire customer experience and relationship with you. ▶ The way borrowers are educated also makes the difference. When borrowers feel heard and understand their loan options, they are more likely to commit—leading to higher application rates, an accelerated funnel and reduced deal fallout. ▶ But it’s easier said than done. A successful Borrower Intelligence implementation requires lenders to: - Anticipate borrower needs - Individualize each borrower interaction - Empower your team to coach - Continuously measure and optimize performance _ _ _ _ _ _ _ _ _ >>> Discover how TrustEngine's industry-leading solution can help you thrive in any market: https://hubs.ly/Q023Sk1M0 #LendingSuccessEngine #SpeedtoNeed #PeopleNotProspects  #AlwaysBeCoaching #OptimizeforSuccess #MortgageIndustry #FinTech #LoanOfficer #SalesBoomerang #MortgageCoach #TrustEngine #NoBorrowerLeftBehind

🔥 Your Loan Officers will LOVE the Borrower Intelligence Platform. Here's what they can expect: 1. Tuning the Engine Gain advance lender approval of Borrower Creative touch point(s) for each Opportunity type. 2. Generating Interest Learn when a Borrower Creative was sent, based on a targeted borrower Opportunity. 3. Drive Meaningful Conversations Receive an email or text message from the borrower (a “hand-raiser”) or notification of engagement with the Borrower Creative. 4. Fueling Outreach Leverage scripting to reach out to the borrower with loan options, based on the personalized Opportunity and borrower interest. 5. Guiding Confident Decisions Serve as mortgage advisor and coach, creating a detailed visual presentation of loan options to instill confidence and accelerate decision-making, both of which reduce fallout. 6. Sealing the Deal Take it over the finish line, securing an application and funded deal! >>> Discover how TrustEngine can help you thrive in today's market: https://hubs.ly/Q023Sk1M0 #LendingSuccessEngine  #SpeedtoNeed   #PeopleNotProspects  #AlwaysBeCoaching #OptimizeforSuccess #MortgageIndustry #FinTech #LoanOfficer #SalesBoomerang #MortgageCoach #TrustEngine #NoBorrowerLeftBehind

TrustEngine Creates Borrower Intelligence in 5 Steps: 1. Improve Your Data Score data quality and identify data integrity risks. 2. Identify Opportunities Anticipate borrower needs and identify highly targeted opportunities. 3. Drive Meaningful Conversations Send automated Borrower Creatives specific to each borrower and opportunity, in the right channel, to create borrower engagement and in-bound leads. 4. Coach Borrowers Leverage TrustEngine scripts and presentations to educate borrowers on the financial impact of loan options to meet their goals. 5. Optimize Continuously measure and refine targeting, creatives and coaching in a performance optimization loop. >>> Discover how TrustEngine can help you thrive in today's market: https://hubs.ly/Q023Sk1M0 #LendingSuccessEngine  #SpeedtoNeed   #PeopleNotProspects  #AlwaysBeCoaching #OptimizeforSuccess #MortgageIndustry #FinTech #LoanOfficer #SalesBoomerang #MortgageCoach #TrustEngine #NoBorrowerLeftBehind

Atlantic Coast Mortgage unlocks new growth with Mortgage Coach! Thank you, Jenna Stiltner and Chris Stiltner, for the amazing testimonial video showing how Mortgage Coach by TrustEngine is revolutionizing your business and helping you have a competitive advantage! >>> Discover how TrustEngine can help you thrive in today's market: https://hubs.ly/Q023Sk1M0 #LendingSuccessEngine  #SpeedtoNeed   #PeopleNotProspects  #AlwaysBeCoaching #OptimizeforSuccess #MortgageIndustry #FinTech #LoanOfficer #SalesBoomerang #MortgageCoach #TrustEngine #NoBorrowerLeftBehind

"This is the reality right here. You talk to your loan officers, and they're like, 'What are you talking about? All my clients come back to me.' That's not what the data says. And if you become curious about what that data says, you will be shocked." Owen Lee, Co-Owner and CEO at Success Mortgage Partners. 🔥 TrustEngine is offering 5 FREE Loan Loss Reports to help you delve into both the quantity and value of loans lost to competitors in a multi-year analysis, precisely identifying which competitors are capturing your market share. ✅ Score your FREE Loan Loss Report* in the comments below ⤵ #LendingSuccessEngine  #SpeedtoNeed   #PeopleNotProspects  #AlwaysBeCoaching #OptimizeforSuccess #MortgageIndustry #FinTech #LoanOfficer #SalesBoomerang #MortgageCoach #TrustEngine #NoBorrowerLeftBehind

We have demonstrated a 118% increase in conversion from Opportunity to Closed Loan with the Borrower Intelligence Platform™. Let’s dig into that! Read our latest blog by TrustEngine's CEO, Richard Harris, to discover how TrustEngine's Borrower Intelligence Platform's data-driven approach and comprehensive analytics create success stories in the mortgage industry. #LendingSuccessEngine  #SpeedtoNeed   #PeopleNotProspects  #AlwaysBeCoaching #OptimizeforSuccess #MortgageIndustry #FinTech #LoanOfficer #SalesBoomerang #MortgageCoach #TrustEngine #NoBorrowerLeftBehind

From Cash-Out options like Home Renovation and Equity for College to Opportunities for First Time Home Buyers and VA-eligible borrowers, discover how TrustEngine’s Borrower Intelligence Platform tailors borrower creatives for each unique scenario. Whether you’re a seasoned user or just learning the product, this webinar will equip you with the knowledge needed to navigate and excel during these chaotic market times. Watch the replay here: https://lnkd.in/eesgZeYa #LendingSuccessEngine  #SpeedtoNeed   #PeopleNotProspects  #AlwaysBeCoaching #OptimizeforSuccess #MortgageIndustry #FinTech #LoanOfficer #SalesBoomerang #MortgageCoach #TrustEngine #NoBorrowerLeftBehind

"With TrustEngine we are closing loans that we wouldn't otherwise close and that we wouldn't otherwise find." Owen Lee, CEO at Success Mortgage Partners. #LendingSuccessEngine  #SpeedtoNeed   #PeopleNotProspects  #AlwaysBeCoaching #OptimizeforSuccess #MortgageIndustry #FinTech #LoanOfficer #SalesBoomerang #MortgageCoach #TrustEngine #NoBorrowerLeftBehind

Loan Officer turnover, mergers and acquisitions, and other market disruptions can cause segments of your loan portfolio to become dormant and in essence, fall to the floor with no assigned loan officer; these segments consist of what we call “orphan records.” In order to maximize razor-thin margins with limited capacity and resources, it’s critical to find hidden potential. By monitoring orphan records for targeted borrower needs, and executing appropriate follow-up when needs are identified, mortgage lenders can add substantial revenue that otherwise would be missed, breathing new life into a dormant database segment. #LendingSuccessEngine  #SpeedtoNeed   #PeopleNotProspects  #AlwaysBeCoaching #OptimizeforSuccess #MortgageIndustry #FinTech #LoanOfficer #SalesBoomerang #MortgageCoach #TrustEngine #NoBorrowerLeftBehind