Video mortgage advisors are here!

This Coffee with Carrie session talks about “what are video mortgage advisors” and goes over some published ROI numbers you don’t want to miss. The mortgage industry is a competitive area and with more and more online lenders and non-depository lenders taking serious market share you need a competitive advantage. The average age of homebuyers in 2017 was 44 and 50% of new home purchasers are 36 and younger, the expectations have changed. Any banking and/or mortgage executive should have video chat solutions for mortgage on their roadmap for 2018. Listen why!

Video mortgage advisors make a great first impression for the 54% of consumers that are shopping for a lender online.

Create a HUGE competitive advantage and have your loan officers video for a pre-qual to increase your close rate by two-thirds.

Did you know that 82% of homebuyers in 2017, got a pre-approval prior to looking for a home? With the average time being over four months in actually finding the right home, there leaves a lot of time for the requirement hand-holding necessary to keep the prospective customer.

The home buying process is complex, with 47% of the under 36 demographic being first-time homebuyers.  Advice is required throughout the loan process, to help with uncertainty and doubt. These prospective loan customers are not all about the rate. They rank getting the right product and getting advice at almost the same percentage as the rate.

Most of all, this demographic is all about face-to-face relationships and companies being authentic. You can get them interested in cutting-edge technology. However, you won’t close them or keep them for referral business without a strong human connection strategy via video mortgage advisor solutions.

Video mortgage advisors and video chat solutions for the mortgage industry can:

  • Give you quick ROI
  • Reduce costs by two-thirds
  • Increase your NPS scores by double digits

To learn more about video mortgage advisors and video chat solutions for mortgages.


“The latest video banking technologies shift the consumer experience to a human and digital delivery service across several delivery channels.”

Jon Erpelding, President, NuSource Financial

Digital Lending eBook | What's Inside

  • What is Video Lending as a Service (LaaS)?
  • Top 3 ways Video Lending Advisors can increase conversion rates.
  • Two case studies outlining an average 1,380% ROI by adding video lending advisors to their acquisition efforts. 
  • Increase 1003 applications providing instant access to loan officers to your realtor and builder relationships. 
  • How video advisors go beyond approvals and throughout the processor and servicing journey.

Increase your online conversion rates and application throughput rates with digital customer acquisition in banking and financial services.

Learn how video banking can increase conversion:

Reduce Incomplete Applications

Reduce application abandonment rate with video chat + screen share. Proactively guide the experience to increase conversions

Product Questions and Advice

Increase online conversion rates up to 40% with video chat readily available on complex, competitive and high-touch product pages.

Geographical Reach

Expand digital sales reach beyond physical branch radius. Build high trust face-to-face relationships virtually.

Emotional Connection

Create memorable relationships vs. phone conversations. 8 out of 10 video banking prospects remember defined characteristics from the conversation vs. 5/10 phone calls cannot remember the name of whom they spoke to.

Cost To Acquire

Reduce costs of channel switching from online to branch to open new accounts. Reduce drop-off rate and support centralized.

Virtual Workforce

Optimize specialized workforce across branch locations and online for immediate new product assistance.