Portfolio Retention Service
Maintaining a strong portfolio is a major focus in today’s market. The increased staff and capital investment required to achieve this can be daunting. LenderLive offers the expertise and resources to help you retain a strong portfolio, at a fraction of the cost to do it in-house.
Portfolio Analysis
LenderLive’s customer retention specialists will work closely with your servicing area to identify borrowers who
- Could be deemed at risk for an early-payoff and therefore may benefit from a refinance to lower their payments; or
- Might be seeking the purchase of a new home.
Marketing & Sales
LenderLive’s marketing team will collaborate with your company in the creation, production, and delivery of professional marketing materials designed to reach out to these identified customers, and drive them to pick up the phone or visit a private-labeled consumer website where they can learn more about refinancing, research your specific loan products, obtain rate quotes, or complete a brief application.
Our EarlyAction™ Counseling Center solution leverages professional, inbound and outbound call center support* to answer questions and discuss mortgage finance opportunities (specific to your products and guidelines) with your customers, and take loan applications, all in your name.
We can also provide a robust, wholesale website and origination system that will allow your loan officers to access product eligibility information, determine pricing and closing cost estimates, and take applications online.
Back Office Fulfillment Services
Our experienced fulfillment center resources are available to process, underwrite and close loan transactions on your behalf, all private-labeled in your name. We will also provide post-closing services, as well as document imaging and indexing.
LenderLive strives to build a customer retention solution that meets the standards and company policies of your business, assuring customer satisfaction as your mortgage business grows.
*Subject to Safe Act