About this course

What the course covers

This course teaches mortgage marketing professionals how to use HMDA data to understand markets, identify borrower segments, benchmark competitors, evaluate product opportunities, and build data-backed marketing strategies.

5 days 18 lessons 1 final quiz

Lesson overview

Welcome to the Course

  • A message from your instructor
  • What to Expect

Day 1: Understanding HMDA Data Structure

  • Why HMDA for market analysis?
  • Introduction to HMDA data structure and key fields
  • Demographic and Geographic Data Insights

Day 2: Extracting Marketing Insights from HMDA

  • Analyzing Market Gaps and Opportunities
  • Demographic Segmentation Techniques

Day 3: Conducting Comprehensive Market Analysis

  • Defining & Segmenting Your Market
  • Identifying Peers/Competitors & Benchmarking
  • Product Mix Analysis, Loan Pricing & Emerging Trends
  • Activity: Market Analysis and Synthesis

Day 4: Creating Data-Driven Marketing Strategies

  • Creating Borrower Profiles
  • Developing Targeted Campaigns with Data

Day 5: Ensuring Compliance in Marketing Activities

  • Fair Lending and HMDA Compliance
  • Avoiding Disparate Impact in Marketing
  • Best Practices for Data Privacy

Summary & Assessment

  • Summary
  • Final Quiz

Build the skills behind smarter mortgage marketing.

Enroll today