The Lender's Guide to Life Event Engagement 

Mortgage lenders can generate more loans and build lifelong relationships by identifying opportunities to guide and support customers through major life events.

In this guide, we’ll cover: 

  • Which life events come with financial impacts  
  • Which financial products are relevant to specific life events
  • How to plan for, and anticipate, consumers’ financial needs 
  • How to show up for consumers and support them across every financial milestone
Download the guide

Deliver personalized, proactive communications at critical moments   

Nobody can predict the future. But with the right data insights, you can identify behaviors that indicate when a customer is preparing for—or recently experienced—a life event that necessitates a mortgage-related decision. 
 
This enables loan officers to engage borrowers and homeowners with the support and guidance they need to make the best decision for their financial future. 

See how Total Expert can help you build deeper relationships and create perfect financial journeys.

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