Mortgage Lenders Tweak Their Marketing Strategies In Response To Fannie Mae’s Revised Forecast

Changes in the market are becoming undeniable. Just yesterday, Fannie Mae’s Economic and Strategic Research Group pulled back significantly on its purchase forecast for Q3 and Q4, citing inflation risk and a historic housing shortage that’s been exacerbated by building supply chain disruptions. While the news isn’t all bad — Fannie Mae actually revised its refinance forecast upward — mortgage lenders everywhere are saddling up for what’s sure to be a fiercely competitive second half of the year.

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Embracing Marketing Automation To Drive Speed And Engagement Inside Consumer Direct

Tech-savvy borrowers have arrived. They are looking for a personalized experience that offers the ability to engage with companies across multiple channels. Today’s borrower expects the mortgage experience to be timely, customized, and digital. They check reviews prior to shopping and communicating with several lenders at once. Borrower expectations have changed

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Usherpa Adds Lead-Scoring Power To UsherpAlerts

Usherpa, developer of enterprise CRM technology for the real estate and mortgage industry, has added a new form of UsherpAlert specifically designed to provide leads to Loan Officers. The new Opportunity Alerts are derived with an algorithm developed by applying business analytics to 6 million mortgage loans closed over a 30-year period. The company’s Smart CRM mines the lender’s database and then returns the best contacts and opportunities with the highest likelihood of generating a new loan. Like all UsherpAlerts, all of the information required to make the call is provided onscreen for the LO.

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CRM Utilizes API Integration To Access TPO Connect And Loan Data In Encompass

OptifiNow, a provider of CRM and marketing automation software, has integrated to the ICE Mortgage Technology platform that focuses on wholesale lenders and third party originators (TPO). OptifiNow utilized the Encompass API to integrate with TPO Connect and provide lenders with an efficient method to synchronize the TPO Connect and Encompass loan data with their CRM platform.

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