CAPITALIZE YOUR DATA ASSETS FOR LEAD GENERATION

Retention. Acquisition. Cross-sell.

Direct Lenders, Brokers, and Credit Unions.

Your organization holds a wealth of data residing across your CRMs, loan origination systems, marketing platforms, and servicing records. Why let this rich history sit idle?

We can utilize your existing technology and work within your infrastructure to transform every piece of your data into a compelling impetus for growth. And you can drive your business success capitalizing on insights that already exist but were unused.

Schedule a FREE business review to let your own data be your most valuable ally.

WHY THE FREE CONSULTATION?

Identify Opportunities

You’re doing well, but could you be doing better? We’ll help pinpoint areas of improvement, from refining your reporting practices to optimizing your existing models.

Confirm Your Strengths

Think you’re maximizing your potential? Let’s confirm it. A conversation with us can reassure you that you’re on the right path and doing everything you can to succeed.

Revamp Your Data Strategy

Ready for a leap rather than a step? A comprehensive review might reveal opportunities for significant enhancements through a strategic overhaul of your data intelligence.

Future-Proof Your Operations

Establishing a data foundation is essential for leveraging advancements in AI/ML. We ensure your data strategy is set to keep you at the forefront of technological advancements.

WHERE IS YOUR DATA HIDDEN?
CRM Workflows
Lead interactions and lead status records for marketing attribution and sales forecasting.
Drip Emails
Campaign engagement revealing customer segments, response rates and conversion effectiveness.
Loan Processing
Pull-thru rates and loan turntimes as insights into process bottlenecks and processing improvements.
Marketing Programs
Insights into channel performance, lead generation by channel, and Marketing ROI.
Referral Programs
Analysis of referral source, frequency and conversion for business generation effectiveness.
Credit Triggers
Credit and Prescreen Programs cost to fund, engagement and conversion to improve program productivity.
Behavioral Triggers
Buying signals from MLS, Online shopping and other activities and their comparison to other initiatives.
Aggregator Leads
Multi-vendor comparisons for lead conversion based on lead information quality and intent.
Loan Profiles
Snapshots by type, balance, LTV, and rate; analysis of prepayment rates and recapture success.
Rate Sheets
Variations in margins and products over time, impact on profitability and competitive positioning.
Propensity Scores
Utilization and impact of in-house or third-party scoring on lead prioritization and conversion rates.
Call Center Logs
Analysis of call volumes, reasons, durations, abandonment rates, and insights from call transcripts.
Chat Interactions
Engagement levels, response times, and outcomes of customer service or sales chats.
Web Analytics
Website visitor behavior patterns, page performance, and conversion from various traffic sources.
Social Engagement
Engagement metrics from social platforms and their correlation with loan applications & funded volume.
Market Trends
Data from sources like MBA, HMDA, GSE's, HUD for improving business forecasts and planning.
Financial Profiles
Analysis of borrower financial data to improve loan offers and identify need based segments.
Agency Records
Data from advertising & marketing agencies on content, campaign costs, reach, and conversion metrics.
Servicing Records
Servicing data on loan profiles, prepayments, mortgage payments for refining targeting criteria.
Borrower Surveys
Feedback on customer satisfaction, NPS scores, and actionable insights for service improvement.
WHAT DOES THE MARKET SAY?
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Article One

10X Reduction in Tech Overheads

Deploy on AWS Data Cloud. Designed for economic efficiency, our cloud solution ensures your data remains secure and well-structured, enabling you to manage vast amounts of information with ease and reliability. Minimize costs while maximizing data accessibility and security.

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Article 2

10X Reduction in Tech Overheads

Deploy on AWS Data Cloud. Designed for economic efficiency, our cloud solution ensures your data remains secure and well-structured, enabling you to manage vast amounts of information with ease and reliability. Minimize costs while maximizing data accessibility and security.

- 0 x

Article 3

10X Reduction in Tech Overheads

Deploy on AWS Data Cloud. Designed for economic efficiency, our cloud solution ensures your data remains secure and well-structured, enabling you to manage vast amounts of information with ease and reliability. Minimize costs while maximizing data accessibility and security.

- 0 x

Article 4

10X Reduction in Tech Overheads

Deploy on AWS Data Cloud. Designed for economic efficiency, our cloud solution ensures your data remains secure and well-structured, enabling you to manage vast amounts of information with ease and reliability. Minimize costs while maximizing data accessibility and security.

WHERE YOU WILL SEE THE IMPACT?

Borrower cost of acquisition

Portfolio recapture rates

Cross-sell opportunities

Conversions on both first and second lien offers

Direct marketing response rates

Investor relations

Lead source optimization

Lead life cycle management

Financial planning and analysis

Sales and marketing alignment

Cross-organization reporting visibility

Organic lead growth

Third-party data valuation

Borrower satisfaction scores

Cost per funded loan

Cost per lead

Competitive pricing across products

Conversion across trigger-based programs

Wholesale, correspondent, retail, and D2C integration

Broker network performance

Early Engagement Borrower Initiatives

Sales channel conversion optimization

Market-ready programs for agile targeting

Multi-product funded loan volume maximization

Originations automation readiness

Lead volume and distribution orchestration

Purchase, refinance, and HELOC opportunity maximization

Prepayment and propensity models testing and valuation

Web tools, content creation, and utilization

Pull-through and turnaround times

WHAT DO WE DO?
WHAT CLIENTS SAY ABOUT US?

"...thank you for all of your support over the past 4 years. We would not have many of the key capabilities we have today without your expertise."

"He’s a rock solid hands on retention analytics guy. Knows SQL R Sas etc. he pretty much designed built and managed our marketing engagement and retention analytics."

"Dude your a rock star."

"...your fingerprints are across our organizations. Thank you."

"And as the guy that created SmartWatch w the team at GMACM I look forward to a profitable relationship once again!"

"Anupam is a fiend and former coworkers who I trust very much and who is a marketing analytics and operations expert."

"You should be hearing from us in the very near future. Passed your info along. We really need to improve our recapture strategy and reporting."

"...asked us what we (through Anupam and his BI) would do to help him get activity from his loans he's having trouble getting response from."

"His solution first launched in 2014 it quickly became the industry's most effective customer recapture marketing tool...."

"Just talking about you Thankful that your back in my life. I look forward to what will accomplish in 2020."

"Marketing Data Warehouse captures loan details including in/out of portfolio loans (>2 million members). Very detailed – bringing in 10+ data sources to create a clear picture of borrowers."

"Anupam helped clear the path and create a routine with Enterprise Marketing for campaign planning member segmentation and file transfers."

"You’re brilliant! Thanks again."

"...we had a lot of fun ideating together and you were so critical in helping us think through our product that would ultimately change the direction of our business."

"Thank you Anupam for your expertise and all you have done for our teams! Always enjoyed strategizing with you and making sure our campaigns and audiences align."

"You have a wealth of knowledge and it’s been a pleasure working with you."

WHO ARE WE?
WHAT DID WE MISS?
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