As highlighted by CU Times “Automatically and accurately identifying a subset of the total population will allow for efficient and targeted messaging to potential borrowers. Leveraging data to target the right audience not only reduces the manual effort required to find these members (clients), it also allows for control over the advertisement noise members receive.”
By providing homeowners with access to their personalized property profile and monthly updates about the real estate market around their investment, Resource Financial Services not only ensures that their clients are receiving great support throughout their homeownership, but that they also stay top of mind as the most suitable choice for a refinance or new mortgage.
20% More Engagement20% of NestEngage targeted users engaged with the lender through CTAs in their home dashboard and visited the lender’s website to learn more about the services available keeping Resource Financial Services top of mind for future financial needs.
15% of Homeowners Became Refinance Leads15% of NestEngage users informed being interested in lowering their monthly payments by refinancing their mortgage.
10% of Homeowners Became HELOC Leads10% of NestEngage users informed being interested in renovating their current property by acquiring a HELOC.
7% of Homeowners Became Purchase Leads7% of NestEngage users informed being interested in buying a new property and getting a new loan.
NestReady’s machine learning and AI-powered technologies provide actionable insights and automation that enable lenders to act precisely when a consumer is ready to make their homebuying decisions.
*early results after 1 month of launching the service
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