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For eBusiness & Channel Strategy Professionals

How US Online Consumers Research And Buy Mortgages

Homebuyers And Refinancers Have Complex Purchase Journeys

February 23, 2015

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  • By Alyson Clarke
  • with Benjamin Ensor,
  • Rachel Roizen,
  • Colin Campbell,
  • Adam Moitoso,
  • Audrey Blumstein

Why Read This Report

The mortgage purchase journey is complex, with customers using a mix of digital and human touchpoints to research and then buy mortgages. The journey differs depending on whether the customer is buying a home or refinancing an existing loan. Homebuyers are more likely to research and find the mortgages they purchase in-person. Refinancers more commonly do their research over the phone, and are most likely to find their mortgages through a lender's website. But guidance and advice are important to all mortgage buyers as it is such a complex financial decision. To improve mortgage sales, eBusiness and channel strategy teams need to deepen their understanding of mortgage buyers and combine human and digital touchpoints to support prospects throughout the purchase journey.

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Table of Contents

  • Mortgage Buyers Have Complex Customer Journeys
  • Understand Mortgage Buyers' Customer Journey
  • Weave Human And Digital Touchpoints Together To Drive Sales

  • eBusiness Teams Need A Deeper Understanding Of Mortgage Buyers
  • Supplemental Material
  • Related Research Documents

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