FinLocker Demo: Credit, Property Search & Client Engagement Updates Explained скачать в хорошем качестве

FinLocker Demo: Credit, Property Search & Client Engagement Updates Explained

Most loan officers don’t have a lead problem—they have an engagement problem. In this webinar, John Jurkovich (Mortgage Broker Builder) sits down with Chris Hazen from FinLocker to break down how top loan officers are using FinLocker (and the FinToolbox) to: Stay top-of-mind with clients without more emails Get 60%+ engagement rates inside a private client app Help buyers improve credit before they apply Track mortgage readiness without hard credit pulls Keep clients searching for homes inside your ecosystem Monitor net worth, home values, and financial progress over time Chris walks through real FinLocker features including: Credit monitoring & score simulation Mortgage readiness assessments Property search tools Secure document sharing Account linking and net-worth tracking If you work with: First-time buyers Renters not quite ready yet Past clients you want to retain Real estate agents who want more prepared buyers …this is a must-watch. 👉 Next Step: Schedule a quick call to see how this fits your business: https://themortgagebrokerbuilder.com/... 👉 Next Next Step: Join the Free Mortgage Broker Builder Community themortgagebrokerbuilder.com/Youtube Suggested Chapters (Optional but HIGHLY Recommended) YouTube loves these. So do humans. 00:00 – Why engagement beats more leads 05:30 – How FinLocker keeps clients active 12:00 – Credit monitoring without hard pulls 20:15 – Mortgage readiness & client alerts 30:40 – Property search inside your ecosystem 41:00 – Email open rates & real engagement 52:00 – Integrations, agents, and compliance