What you'll learn
Data-Driven Market Segmentation
Discover how to use data for actionable market segmentation techniques specifically designed for mortgage lending.
Master Market Analysis
Use the step-by-step checklist for analyzing Customers, Company, Competitors, Collaborators, and Context, specifically tailored for mortgage banking.
Practical Refinance Opportunity Blueprint
Follow the refinance use case for identifying and capturing refinance opportunities with precision.
Develop a data-driven mortgage marketing strategy that differentiates your institution from competitors and resonates with your target audience. The 5C's analysis checklist ensures you've considered all critical market factors.
Identify profitable market segments and opportunities using our proven STP (Segmentation, Targeting, Positioning) methodology specifically tailored for mortgage lending, including a complete refinance opportunity use case.
Create compelling value propositions utilizing the 4P's framework that speaks directly to mortgage customers' needs and pain points, helping you stand apart in a crowded marketplace.
Mortgage Marketing Strategy Workbook
This 37-page workbook provides mortgage banking professionals with frameworks and methodologies, including checklists, for developing data-informed marketing strategies. The content progresses logically from market analysis through strategy development to implementation planning. It is tailored specifically to the mortgage market data and domain for residential mortgage lending.
Unlock Your 2025 Mortgage Marketing Strategy.
Navigate regulatory complexity, leverage open data analytics, and outmaneuver consolidation trends. Download your workbook now.
$99.00