2024
Watch Feb 20 Academy
FinLocker has enhanced the Admin Portal to provide visibility into the homeownership journey and the progress to readiness of every person in your customer database.
Here’s what you can discover in the Admin Portal:
- Who has created an account with your FinLocker-powered app
- Customers who are mortgage-ready, getting ready, and overcoming challenges
- Identify the credit score band of every consumer in your pipeline, saving you the cost of running a credit report until they are ready to get pre-approved
- Customers who are actively engaged by running mortgage readiness and their mortgage eligibility
- Identify the agents who are referring homebuyers to you
- Data insights to personalize homeowner loan reviews and refi opportunities
2023
Watch Sept 6 Academy
Co-brand your app with your top tier real estate agents to strengthen your referral relationships.
Click here to download the agent co-branding guide for reference.
The updated Homeownership Snapshot provides your prospective homebuyers with a personalized action plan to overcome any financial challenges or moves them along their journey when they have achieved mortgage readiness.
To increase engagement, we now empower homebuyers to share the results of their Homeownership Snapshot with you.
Enhanced credit health transparently presents consumers with the status of their six credit factors, offers weekly credit score updates and shows current interests rate by credit score range, so prospective homebuyers can quickly see that increasing their score impacts their mortgage interest rate.
Watch April 4 Academy
Chris Hazen demos the latest enhancements to the My Homeownership Snapshot, which now provides borrowers with an Action Plan based on the results of their Snapshot. Consumers can submit their results to their originator. Originators can also view each borrower’s results in the lender portal.
Scott Schang, Founder of FindMyWayHome.com, shares how he uses ChatGPT to create and repurpose content for early entry and first-time homebuyers, including videos, to build your homebuyer database and nurtured in your branded FinLocker so they’ll be financially ready to buy when the market improves.
Watch February 15 Academy
Market insights – Brian Vieaux highlights the features that FinLocker has built to meet the needs of consumers preparing for a mortgage to help you attract new consumers and build your database
Chris Hazen answers loan officer questions on how to distribute your app and use the admin portal to see consumer data insights
Ethan Vieaux demos My Homeownership Snapshot and other enhancements
Chris previews the enhancements on the FinLocker product roadmap