Cascade Alerts - Mortgage Inquiries
Invest in keeping your most valuable borrowers
In the high-stakes mortgage business, borrower retention is the name of the game. It costs more money to find new customers than to retain existing ones. Protect the valuable customer relationships you’ve worked so hard to build with Cascade Alerts. We scan your customer database and compare it to consumers who are in the market to refinance or purchase.
Build Loyalty By Adding Value
Ensure that your most valued customers continue to do business with you. Certified Credit's Cascade Alerts allow you to know when your clients are actively looking to purchase or refinance, so you can proactively reach out to keep them borrowing with you.
Enriches Borrower Relationships
Solidify the relationship you have with your borrowers by anticipating their needs and delivering just-in-time solutions. Cascade Alerts allow you to spot the signs that a customer is in the market or shopping with a competitor and reach out to valued customers before your competitors seal the deal.
Mitigates Financial Risk
Proactively prevent costly early payoffs by quickly identifying borrowers who are considering a refinance or ensure to assist with a new purchase. Unique filtering ensures borrowers meet your requirements for both credit score minimums and GSE pass/fail requirements.
Re-engage Borrowers
Leverage portfolio data to identify borrowers with untapped home equity, predict when they might be in the market for a new mortgage, or flag potential refinancing opportunities - then re-engage them with personalized financial solutions and offers.
Streamlines Lead Generation
Monitor current customers, past clients, or prospects – NO FIRM OFFER OF CREDIT REQUIRED! Cascade Alerts simplifies to your processes with text/SMS or email alerts and custom lead flows, so no matter who’s in the office, a lead is never missed.
Delivers Excellent ROI
This compliant, cost-effective solution pays for itself by keeping your most valuable borrowers coming back to you, improving bottom line results. Try it risk free for one month.
Offers Complete Flexibility
Select from daily, weekly, or monthly monitoring options to best meet your organization’s business development needs.
Beyond the Initial Loan
Identify Refi, HELOC, Expiring Rate Buydown & New Loan Potential with Cascade Alerts
HELOCs
Keep a watchful eye on your borrowers' equity with alerts when a home values increase. This allows you to maximize your return on investment by identifying opportunities for profitable HELOCs and targeted second mortgage offers.
Refinance / Expiring Buydown
Take the guesswork out of borrower retention. With custom alerts, you'll know when a borrower's rate buy-down is expiring or when they might be considering a refinance, allowing you to reach out with a personalized, competitive offer that strengthens your relationship.
New Purchase or Loan
Spot the signs that a customer is in the market or shopping with a competitor and reach out to valued customers before your competitors seal the deal.
Ready to Give Cascade Alerts a Try?
Learn how you can get a one month FREE TRIAL of Certified Credit's Cascade Alerts enhanced customer retention tool for mortgage lenders. Cascade Alerts requires no monthly minimums and no minimum population monitored. After your one month free trial, the tool can be ordered on a month-to-month basis and can be canceled anytime.
Attract More Qualified Leads & Retain Customers With Ease
Your past and present customers make up a valuable population of potential leads that’s often overlooked. If you’ve provided excellent customer service, your established relationships with these borrowers can work to your benefit and help you earn their repeat business. Learn how you can leverage automated solutions like Cascade Alerts, and the entire mortgage automated suite, to enhance your lead generation efforts, streamline your workflows and processes, and cultivate strong customer loyalty.
More Than Just a Score
At Certified Credit, we deliver more than just a score. We provide industry-leading information and analytics with the expertise and technology you can rely on to fuel your business.
- Credit Reports
- Fraud & Risk Mitigation
- Property
- Employment Screening
- Score Improvement Tools
- Third-Party Verifications
- Client Acquisition & Retention
- Tenant Screening
"We have received 540 alerts resulting from competitor mortgage inquiries for those customers that originated a mortgage loan with us within the past 5 years. YTD, the sales teams have closed 34 loans from the campaign resulting in a 6.3% retention rate!"
