What Borrowers Really Want: Challenging Assumptions about Consumers’ Need for Speed
Thursday, July 22 at 1pm central time
Sponsored by HomeAdvantage
HomeAdvantage (formerly CU Realty Services) provides real estate services that helps credit unions increase their purchase mortgage business while saving their members money when they buy or sell a home. The company’s turnkey real estate marketing platform is currently used by more than 120 credit unions and mortgage CUSOs in 24 states. Credit union members can use the program to search for homes, research neighborhoods and property values, connect to certified real estate agents, and save money at closing. When credit unions offer the program, they can attract and nurture more home-buying members, and consequently close more loans. To learn more, please visit www.homeadvantage.com.
Today, credit union mortgage lenders are wrestling with competing priorities. On the one hand, member-centric lenders want to provide a digitally transformed experience for borrowers. On the other, they want to achieve operational efficiency. They feel torn between solutions that benefit throughput and those that enhance member experience. It’s very difficult for them to choose the former over the latter or vice versa. Join us for a discussion with ACUMA President Tracy Ashfield and AdvantEdge Digital’s Director of Product Innovation Ben Weismer as they share proprietary research that challenges the assumptions that created this dilemma and walk through methods for achieving the best of both worlds.
- This session will be interactive so come with your questions.
- Open and free to ACUMA members only
- Session not recorded.
- Attendance will be approved.
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Director of Product Innovation
Ben Weismer is the Director of Product Innovation for AdvantEdge Digital. He oversees a team responsible for product innovation, product management and consumer and market insights. His team ensures AdvantEdge Digital delivers on its purpose of helping credit unions unlock their digital potential. Weismer is an analytical and creative problem solver with experience in cost-reduction strategy, business automation and client retention. He has a record of successes in the insurance industry, including initiatives spanning multiple lines of business and product sets.
Tracy J. Ashfield
Tracy Ashfield is the President of the American Credit Union Mortgage Association (ACUMA), an organization with which she has had close ties for 20 years. Ashfield has worked as a consultant and subject matter expert with ACUMA since 2000. In that time, working with founder and former president Bob Dorsa, she has helped the non-profit grow from a handful of members to an organization with more than 400 mortgage-lending credit union leaders. In that same time, credit unions have seen their market share grow from 2% to nearly 9%. And ACUMA is now the premiere education and networking association for credit unions that are serious about mortgage lending. During her years with the association, Ashfield has been the curator of ACUMA’s event programming, bringing relevant and timely educational content to the growing list of members. Ashfield is a well-known figure in credit unions with nearly 30 years in mortgage banking leadership roles at numerous mortgage banking firms.