Mortgage communication best practices: 4 key contact points

Each time a loan officer or team speaks with a member is a perfect opportunity to build trust and grow the credit union relationship

The credit union mantra, “people helping people,” is such an all-encompassing message across the industry. From great services to a complete line of products, this message ensures that each member receives the very best, and it’s especially important in mortgage lending.

As a mortgage provider since 1982 and a partner for hundreds of credit unions, we’ve had the opportunity for decades to help CUs nurture their communities with sustainable home loan solutions. The contribution of input from hundreds of CUs and growing expertise over the years has birthed innovative best practices.

Communication best practices include consistent repetition to build healthy habits. Among these healthy habits are the contact, or touch, points with each member. Each time a loan officer or team speaks with a member is a perfect opportunity to build trust and grow the credit union relationship with them.

 

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