Driving Mortgage Growth When It’s Not the Priority: Indirect Marketing and Frontline Strategies
Many credit unions are facing competing priorities across lending products, and mortgage is not always the top initiative. Yet opportunities still exist to generate mortgage volume through smarter marketing alignment, frontline engagement, and indirect tactics.
In this Marketing Network Quarterly Meeting, we will discuss how credit unions can surface mortgage opportunities without relying on traditional sales-driven approaches. From cross-selling strategies to frontline engagement and incentives, we will explore practical ways to create mortgage conversations even when it is not the organization’s primary focus.
This will be an interactive discussion where members share what has worked and what has not in their institutions.
