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The Mortgage Lenders Guide to Catching Home Buyers

For decades, Lenders have lost 93% of mortgage opportunities from their own customer base every year. Download this guidebook to learn:

  • How Mortgage Lenders are capturing substantially more mortgage opportunities by offering their current customer base on-demand home showings
  • A step-by-step guide to winning customers' mortgage business earlier in their home buying journey 
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[NEW] 5 Marketing Strategies (ipad)

5 Digital Marketing Strategies to Amplify Mortgage Opportunities

This download provides a step-by-step guidebook to building an internal lead generation process that drive real mortgage opportunities to Lenders.

  • Your business will build the foundation for successful digital marketing strategies that guarantee results
  • This strategy is finally putting Lenders in the offensive position to win more mortgage business 
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The 2020 Marketing Strategy for Mortgage Lenders


The 2020 Marketing Strategy for Mortgage Lenders 

In this guidebook, we discuss what marketing strategies will garner the results your financial services team can measure in 2020. Download now to learn how to:

  • Define your objectives
  • Identify your audience
  • Determine the types of content
  • and more!
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5 Questions to Ask Yourself When Evaluating Marketing


5 Questions to Ask Yourself When

Evaluating Marketing

As the number of homebuyers rises, now is the time to tighten up your marketing strategy. In this guidebook, we discuss the 5 questions you should ask yourself when evaluating your marketing strategies.
  • Do my marketing strategies align with my business goals?
  • Am I reaching my audience through the right channels?
  • Is my content providing value for my audience?
  • Etc!
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How Lenders Are Competing for More Loan Opportunities in 2020

HomeTraq empowers Lenders to re-market to existing clients who are already shopping. Lenders are now able to

  • Offer their customers on-demand home showings
  • Be the first to the scene to help current customers finance their new homes 
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HomeTraq Guide #5 Cover

The Lead Gen Opportunity for Mortgage Lenders

Although the number of homebuyers is rising, catching the interest of people looking for a mortgage has not gotten easier. Consistently generating enough mortgage leads to keep a full pipeline is one of the hardest tasks for loan officers.

In this guidebook, you'll learn about:

  • The current hurdles for mortgage lenders
  • Today's competitive landscape
  • Landing more leads
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How Lenders Leverage Technology

Today, homebuyers can take a virtual stroll through a neighborhood across the country, or search for a new listing simply by downloading an app on their phones. In fact, 98% of all homebuyers now use the internet to shop for their homes. But what do these changes mean for mortgage lenders?

Download this guide and learn how to leverage:

  • CRM systems
  • Communication Channels
  • Mobile Apps
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Reclaiming a Credit Union's Member Base

In this case study, we will dive into how HomeTraq got Alliance Credit Union in front of potential homebuyers before the competition. Too often, a client was refinancing or getting a mortgage through another company without their knowledge. This case study outlines the following:

  • challenges
  • onboarding process
  • solutions
  • results. 

Check it out now!

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Mortgage Lenders: Cost of Hiring

Not all of it comes down to adding more people. You can leverage your current workforce more efficiently.

Many people think the best way to grow their business is to hire more Mortgage Loan Officers to develop relationships with real estate agents to start bringing more customers through the door. Others wait too long and suffer from disorganization and missed opportunities. That’s why we’ve put together this comprehensive guide so you don’t miss out on any lending opportunities.

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The Modern Homebuying Experience

In todays competitive atmosphere, giving the buyer a stress-free experience while setting lenders up for more mortgage opportunities is a win-win. This is why HomeTraq exists. Want to see the HomeTraq process against typical home buying experiences?

Click to see the infographic below. 

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Three Things You Should Consider During This Pandemic

Despite the uncertainty, challenges, and social distancing
surrounding these times, it’s crucial to adapt to move forward. The pandemic is especially requiring of the real estate and banking industries to adapt, given that with fear of economic recession, uncertainty in the financial markets as well as continued layoffs, no one knows what the housing market will look like or how strained the mortgage industry will be when the pandemic ends.

That’s why we’re compiling three important considerations for
mortgage lenders who want to stay productive and even possibly increase production during these extraordinary circumstances.

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How to Serve Underserved Markets

The Community Reinvestment Act (CRA) is a federal law that was first passed in 1977. Its purpose was to assure that banks did not discriminate against individuals or businesses within their communities, including underserved markets such as low and moderate-income (LMI) neighborhoods.

Since banks can get fined for not serving these areas of their community, we’ve put together a guide on what you need to know about the Community Reinvestment Act and how you can increase your minority and LMI lending.

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How to Provide Value in a Socially Distant World

The housing market is turbulent right now, unemployment rates have skyrocketed, and many employees are faced with furloughs and/or reduced salaries.

So how can mortgage lenders continue to provide value for their clients?

We’ve put together five simple but helpful tips you should consider to best meet the needs of your clients.

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How to Keep Capturing Mortgage Opportunities During COVID-19

With the current state of the country, the fact is that most of us are staying at home for an indeterminate amount of time.

While we make the most of it by having virtual happy hours with our friends and family or watching livestream performances of our favorite artists, many of us are also wondering how this will affect the real estate and banking industries. Download the guidebook to learn more

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Does Zillow Produce the Best Leads for Mortgage Lenders?

For today’s homebuyers, there are countless ways to browse potential homes: Zillow, realtor.com, Trulia... You could have a whole folder on your smartphone just for these homebuying apps!

That means for mortgage lenders, there are countless sources to buy potential leads from. For real estate agents, about half of them that purchase online leads don’t actually see a return on their investment. And which sources of leads are profitable for mortgage lenders?

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Stop Real Estate Agents from Referring Your Customers to the Competition

Local real estate agents traditionally refer customers away to their competition before mortgage lenders even know their own customers are shopping for homes. These agent referrals cause lenders to lose more than 93% of mortgage opportunities from their own customer base every year!

In this guidebook, we’ll share how you can stop real estate agents from referring your customers away to the competition.

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When Refinances Dry Up... Then What?

As you know, in the past year or so, another refinancing frenzy broke out due to low mortgage rates. Everyone is “fat and happy.” Even though the current rates are still low, the housing market remains turbulent and unemployment rates continue to be troublesome. Many lenders have tightened borrower requirements in order to mitigate their risk, given today’s economy.

For mortgage lenders, there is yet another threat facing them today in a competitive landscape. That’s why we’ve put together this guidebook on how you can secure more lending opportunities, that will survive the refi boom, even in these unpredictable times.

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How To Get Started With HomeTraq

The number of homebuyers may be rising, but consistently generating enough mortgage leads to keep a full pipeline has not gotten any easier.

These challenging circumstances in addition to the hypercompetitive space of mortgage make it all the more crucial to maximize your lending opportunities. That’s why we’re sharing how to get started and what to expect with HomeTraq.

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