Personalized Video for Mortgages

A house is the single biggest purchase most people will make in their life. Personalized Video helps make the experience stress-free.

First, beat the competition by sending buyers a personalized quote video so they can easily compare options.

Then follow up — personally — with loan status updates in a video format that simplifies complex details.

A house is the single biggest purchase most people will make in their life. Buying or refinancing can be stressful, but Personalized Video turns it into a positive experience.

Make the complex simple. Explain what happens during handover. Cover how to make payments and track the loan.

Customers can even click to set up their online account, straight from the video.

Escrow statements are notoriously complicated, especially confusing for first-time homebuyers. But transparency is essential in the mortgage industry.

Use Personalized Video to simplify the details and avoid surprises later on. The upshot? You have happier, more engaged customers and lighten the load on your call center.

Interactive and personalized mortgage videos have improved call deflection by 73%.

You know what your customers need. Stay in touch so they stay your customers.

Highlight relevant services you can provide, like accessing their home’s equity with a cash-out refinance, and help them see the value by explaining it in a personalized, visual context.

This approach drives greater engagement and ROI.