The Future of Agent and Loan Officer Collaboration

Loan officers are increasingly becoming the guardians of the first serious interaction homebuyers have when starting their journey. The best way to keep this new generation of customers engaged is to become the facilitator in both the financing and real estate conversation. This white paper covers how lenders can build a better customer experience that yields more favorable conversion rates, plus a case study in which a top 50 lender experienced a 25x increase in lead conversion.


The white paper discusses:

  • The changing loan officer and agent relationship: A NAR study shows that first-time homebuyers, for the first time ever, are contacting lenders as the first step of the process over real estate agents. What does this mean? 
  • How lenders can dive deeper into the real estate process: Learn how to better leverage your power as the first point of contact for homebuyers in the home buying process.
  • A successful case study: Read about how a top 50 lender implemented an integrated real estate value proposition, resulting in a 25x increase in lead conversion and an NPS score of 95.

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3d rendering of a row of luxury townhouses along a street

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