For mortgage lenders, communicating with homeowners is as essential a task as there is. Providing the right information at exactly the right time to a homeowner is the only way to keep the purchase flow going, especially for wary homeowners.

Loansure came to Brighter Side with an idea: How might we use hundreds of homeowner and mortgage data points to help mortgage loan officers close more mortgages? The strategy was to use data about homeowners and their mortgages to facilitate more effective phone calls between loan officers and homeowners.

The design strategy emerged after interviews with mortgage loan officers. Learning from their front-line experience shaped the concept model: Show data in the order of the conversations between homeowners and loan officers. The problem was't a lack of data, it was structuring the data in an interface that mapped to the cadence of the mortgage officer call experience.

AI-powered features include post-call follow-up communications. Using AI-sentiment metering, the Loansure platform generates text messages, emails, and a custom-generated URL, each tailored to the need of the homeowner and the right response from the loan officer.

Brighter Side helped Loansure move an idea to a product. Get in touch to find out how we can help you do the same.

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