Introducing our Property Intelligence Sample Report—a powerful tool designed to uncover hidden lending opportunities within your existing portfolio. By analyzing a sample of 500 addresses from your current holdings, this complimentary report provides actionable insights to drive loan growth and enhance member engagement.
Competitive Insights: Use this section to understand where your members are securing loans elsewhere and develop strategies to recapture this business.
Qualified Loan Candidates: Focus on members identified with high home equity or above-market interest rates as prime candidates for new loan products or refinancing options.
Actionable Strategies: Leverage the insights to design targeted marketing campaigns, personalized member outreach, and competitive loan offerings to enhance member retention and grow your loan portfolio.
Loans Lost to Competitors: Identify members who have obtained home loans elsewhere, allowing you to strategize on winning them back.
Loan Volume Analysis: Quantify the total loan volume lost to competitors, highlighting areas for potential recapture.
Loan Type Breakdown: Understand which loan types are most commonly secured through other institutions, enabling targeted marketing efforts.
Qualified Loan Candidates:
Home Equity Potential: Spot members with significant untapped home equity, ideal candidates for Home Equity Lines of Credit (HELOCs).
Refinance Opportunities: Identify members paying above-market interest rates, presenting opportunities for refinancing offers.
Renovation Loan Propensity: Detect properties likely in need of renovation, indicating potential for renovation loan products.
How to Get Started
Please include Single Family Residences - empty plots, multifamily or commercial properties will not be included in the analysis.
Data Collection: Compile a list of 500 addresses from your current member portfolio.
Submission: Emailed the compiled data formatted into the CSV template provided below.
Insight Generation: Our advanced analytics will process the data to generate your customized report.
Review and Strategize: Receive your comprehensive report and consult with our team to develop strategies based on the findings.
TEMPLATE DOWNLOAD - LINKED AGAIN
Please see below for data definitions in the table.
Column NameExampleemailowner@placeholder.iofirst nameJohnlast nameDoeline1123 Main Stline2Apt 1citySan FranciscostateCAzip94103
FAQ
What is the purpose of this report?
This report aims to identify untapped home loan opportunities within your existing member base, providing insights to enhance lending strategies.
Is the data submission secure?
Yes, all data is submitted through our secure portal and is handled with the utmost confidentiality.
How long does it take to receive the report?
Once the data is submitted, the report is typically generated within 72 hours.
By leveraging this report, you'll gain a clearer understanding of the untapped potential within your existing member base, allowing you to tailor your lending strategies effectively. Ready to discover the opportunities within your portfolio? Contact us today to request your Property Intelligence Sample Report and take the first step toward unlocking new lending possibilities.
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