• Home
  • Lending Tips
  • Marketing
  • Products
  • Stories
  • Operations

CU Members Matters

Welcome - click here to learn more about CU Members Matters
  • About
  • Contact
  • For Your Members
You are here: Home / For Credit Unions / Back to the basics: Your Checklist for home lending success

Back to the basics: Your Checklist for home lending success

August 15, 2018 by cumembers Leave a Comment

ShareTweet

August means back to school for the kids and with that, a long list of “to-dos”. With this in mind, here’s a five-point checklist for your mortgage lending success this fall:

  1. Prepare your classroom: What is your mortgage “student” experience when it relates to marketing? Are you advertising your message of home loans prominently on your website? Are you targeting members specifically about home lending options?
  2. Teacher in Service Days: Have you spent time educating and training your staff about home lending opportunities? Do they know how to cross-sell home loan products? Do they know who to direct members to and what contact information the member needs?
  3. Educate your members:  Marketing to your members should be more than just marketing; it should include a great deal of education. Lending has changed and it’s important to arm your members with mortgage knowledge so they can face the confusing world of home buying.
  4. Tis the season: fall kickoffs, Halloween, Thanksgiving and the upcoming holiday season are great themes for promotions and marketing. How about hosting a holiday homebuyer seminar? Make your time with members memorable.
  5. Grade the homework: Don’t forget to review where you’ve been, what worked in the past, and what changes should be made for the future. Review your credit union’s goals for home loans and evaluate how you’ve progressed this year.

Finally, make plans for a field trip and save the date for our CU Members Roadshow in 2019. Here you’ll experience an exciting couple of days packed with valuable mortgage industry information and of course, there will be plenty of time for recess with friends!

For more information about our Roadshow, talk with your Executive Sales Consultant or email us at marketing@homeloancu.com.

 

Share this:

  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Google+ (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to email this to a friend (Opens in new window)
  • Click to print (Opens in new window)

Related

ShareTweet

Filed Under: For Credit Unions, Lending Tips, Marketing Tagged With: Credit Union Mortgage Lender, credit union mortgage service provider, mortgage lending, Mortgage Lending Tips, Mortgage Training

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Subscribe to Our Newsletter

Check your inbox or spam folder to confirm your subscription.

CU Members Mortgage logo
Visit Us On TwitterVisit Us On FacebookVisit Us On Linkedin

Industry Resources

  • CU Members Mortgage
  • ACUMA
  • CUES
  • CUNA
  • MBA
  • Mortgage Action Alliance
  • NCUA
  • CFPB Toolkit

CU Members News

CU Members Mortgage Promotes Melissa Cruz

CU Members Mortgage Promotes Melissa Cruz

By cumembers Leave a Comment

BIG Changes Coming to CU Members’ Mortgage Services

BIG Changes Coming to CU Members’ Mortgage Services

By cumembers Leave a Comment

More CU Members News

CU Members Twitter Feed

CU Members MortgageFollow

CU Members Mortgage
CUMembersMtgCU Members Mortgage@CUMembersMtg·

Trying to reach the Millennial market can be challenging, but knowing their character can help you better reach them. This is a great short list. Do you agree with these characteristics? @CU_Times https://t.co/0OQuhIpP93

CUMembersMtgCU Members Mortgage@CUMembersMtg·

5.0 Star Review on #SocialSurvey by Daniel F. for Catina Henry
https://t.co/jYai6Y8O46

CUMembersMtgCU Members Mortgage@CUMembersMtg·

5.0 Star Review on #SocialSurvey by James M. for Greg Gardon
https://t.co/FVESC3eUEJ

CUMembersMtgCU Members Mortgage@CUMembersMtg·

We are proud to announce Melissa Cruz as our new West Coast Loan Officer Manager! Congratulations Melissa! https://t.co/RpvqWesicH

Quick Links

  • Contact Us
  • About
  • For Borrowers
  • For Borrwers with Closed Loans

Recent Posts

Reaching Millennial Homebuyers

To Sell or Not To Sell During the Holidays

Five Surprising Facts All Millennials Should Know About Today’s Housing Market

Visit Our Website
Equal Housing Lender
Copyright © 2019 | CU Members Mortgage
CU Members Mortgage is a division of Colonial Savings, F.A. NMLS 401285

CU Members Mortgage and Colonial Savings do not endorse or recommend any third party companies or sources of information. While we publish content about various financial topics, we do not provide tax or financial advice of any kind. Consult your financial or tax advisor for your specific situation. We are not responsible for the content or security of any third-party link published on Colonial Wallet Wisdom. The site or sites you may be linking to may be more secure or less secure than our own. The information herein is subject to change and is not an offer to extend consumer credit as defined by Section 1026.6 of Regulation Z. Mortgage rates and terms subject to change without notice. All Rights Reserved. Includes copyrighted material of IMakeNews, Inc. and its suppliers. Privacy Policy Notice

loading Cancel
Post was not sent - check your email addresses!
Email check failed, please try again
Sorry, your blog cannot share posts by email.