CREDIT UNIONS
Help Members Achieve Their Financial Goals
By guiding members to the right loan decisions at the right time, you’ll ensure an optimal member experience, increase lifetime member value, and create cross-sell opportunities.
Return more profits to members
Dramatically lower your costs to acquire a loan and drive purchase and refi volume, no matter the rate environment.
65%
Average member retention
20-40%
Average lift to loan volume
$1 Trillion
In funded loans in 7 years…
How do we know? We track this stuff.
Relevant Opportunties + Flawless Timing
= Unbeatable Member Service
TrustEngine’s Sales Boomerang Borrower Alerts and Mortgage Coach Total Cost Analysis (TCA) presentations deliver a one-two punch to help members better understand their financial options and make confident decisions.
Mortgage Inquiry
Cash-out Alert
FHA MI Removal
New Listing Alert
Down Payment
Purchase Options
Presentation
Compare the impact of different down payment amounts on monthly payment, interest paid and net worth.
Cost of Waiting Presentation
Show the financial impact of buying a home or refinancing now vs. waiting until later.
Cash-out Refi Presentation
Compare current mortgage vs. refi for debt consolidation, investment, or big purchase.
Move Up/Down Presentation
Show your borrower the possibilities with different loan scenarios to meet their changing needs.
We Connect With Your Tech Stack.
No extra work for Loan Officers. No new system to learn. TrustEngine connects with the most popular pricing tools, LOS, CRMs and marketing automation platforms to put member alerts at your fingertips.
Don’t have a CRM?
TrustEngine will email loan officers a personalized list of their targeted member alerts each morning.
Your Referral Partners Will Love TrustEngine.
Bring more value to real estate and builder relationships and help your communities succeed together.
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