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For eBusiness & Channel Strategy Professionals

Best Practices In Mortgage Sales

Weave Human And Digital Touchpoints Together To Improve The Experience And Drive Conversion

February 23, 2015

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Why Read This Report

The first in our financial product sales series, this report looks at how eBusiness executives can drive mortgage sales and improve the customer experience for both homebuyers and refinancers. Despite the growth of digital touchpoints, traditional channels remain an important part of the mortgage purchase journey, from researching to finding the right product, through to applying and purchasing a home. The complexity of taking out a mortgage means that many mortgage buyers want guidance and advice from people. Best practice lenders around the world support mortgage prospects with digital technologies across all touchpoints, and help prospects get advice from experts throughout the journey. The leaders are digitally transforming their entire mortgage business. To drive mortgage sales and start the journey toward digital transformation, eBusiness and channel executives need to infuse digital tools and technology into all touchpoints to improve the customer experience and reduce operational costs.

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Table of Contents

  • Lessons From Best Practice Lenders Across The Purchase Journey
  • Discover: The Journey Starts Well Before Contacting A Lender
  • Explore: Finding The Right Product With Human Assistance Is Important
  • Buy: Seamless, Paperless Mortgage Closing Is A Reality

  • Banks Need To Digitally Transform Their Mortgage Businesses

  • Start By Supporting Prospects With Digital Across Touchpoints
  • Supplemental Material
  • Related Research Documents

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