Insight Center Resources

Industry knowledge to help you grow your business

Improve Mortgage Acquisition and Deliver a Delightful Experience

BMO Harris searched for an automated loan marketing solution to achieve its mortgage loan acquisition goals and support relationship-building by providing a great customer experience.

The bank selected Trigger-Based Loan Acquisition/Retention, an event-based marketing solution that monitors credit bureau activity and notifies the bank when customers apply for mortgages with other financial institutions to send a personalized prescreened loan offer within 24 hours.