In a mortgage data landscape filled with complex solutions and significant investments, there’s a practical alternative. Join us for a live demonstration of how credit unions can effectively leverage loan-level intelligence and real-time market data without excessive costs or complexity. We’ll show you practical applications of our interactive dashboards – MBS Pivot, FHA Pivot, HMDAVision, CensusVision, and CPS Pivot – focusing on how to:
• Identify specific origination (refinance) opportunities
• Understand and adapt to demographic shifts in your market
• Develop products that align with member needs
• Make informed decisions using clear, accessible market data
Target Audience
• Credit Union CEOs, CFOs, & mortgage lending executives determined to streamline mortgage intelligence spending.
• Mortgage product managers & marketers wanting immediate, actionable data to spark innovative loan programs.
• Strategic planners looking for a transparent, auditable view of market and borrower trends.
Bonus: Participants will receive our “Refinance Opportunity Analysis & Marketing Action Plan” workbook – a practical guide for implementing data-driven insights in your credit union.
