Mortgage lenders today are navigating a difficult balance: rising cost pressures, complex compliance requirements and increasing borrower expectations for speed, personalization and always-on communication. But while demand for a faster, more responsive experience is growing, many origination processes still struggle to keep pace – especially in the critical early stages of borrower engagement.
New research from National Mortgage News reveals where lenders are seeing the biggest breakdowns in the funnel – from slow lead response times to inconsistent follow-up – and what they're prioritizing, such as AI capabilities, to improve the process in the year ahead.
In this research-based webinar, Janet King, SVP of Content Strategy at National Mortgage News, will sit down with Damien Swendsen, SVP of Revenue at Verse.ai, to unpack the data and explore how leading lenders are modernizing borrower communication across the journey.
You'll learn:
- Where lenders lose borrowers and why response time is a critical conversion factor
- How organizations are improving lead response time and follow-up consistency
- Most effective communication channels at different stages of the mortgage journey
- What's limiting loan officer capacity and how teams are extending coverage
- How AI capabilities are used today and will be in the future to support loan officers
Join us to explore what the data reveals about borrower expectations, operational gaps and how lenders can take a more modern, scalable approach to engagement – while laying the groundwork for the next evolution of AI in mortgage.
