This is one of the most powerful pieces of information to help your borrowers and referral partners.
LENS™ (Life Events)
TRACK THE MOMENTS THAT MATTER
Track all the significant life events that could trigger a financial event.
SHOW THEM YOU UNDERSTAND
Understanding what's happening in the lives of your prospects and leads is what sets you apart from the rest. Make it clear you're a value-add partner who sees your clients as people, not transactions.
IT'S ABOUT THE FUTURE
When you get one of these notifications, it's not about doing a loan for the borrower right then and there. It's about starting up a conversation for a future event.
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