SocialSurvey Announces Integration with Mortgage Coach

SocialSurvey and Mortgage Coach Announce Integration Partnership

SocialSurvey Partners with Mortgage Coach to Improve Borrower Experience and Increase Revenue for Lenders

Here at SocialSurvey, we believe that the Voice of the Customer can help frontline professionals grow their business. Our philosophy aligns perfectly with Mortgage Coach, therefore we have created an integration that will leverage the power of both platforms to help originators win more deals!

Studies have shown that 88% of consumers trust online reviews as much as they trust recommendations from friends and family. Integrating Loan Originator reviews into the Mortgage Coach Total Cost Analysis delivers a better borrower experience to build trust to move forward in the transaction faster and increases referrals.

Scott Harris, SocialSurvey

Companies that have established an enterprise relationship with both SocialSurvey and Mortgage Coach will benefit by being able to automatically include the Loan Originators’ review total and average star rating at the bottom of each Total Cost Analysis (TCA). We will also include the most recent testimonial from a happy customer. The link will provide a one-click access to all past client reviews without leaving the TCA.

SocialSurvey and Mortgage Coach Announce Integration

Delivered digitally to a mobile device or accessible on the Web, borrowers receive a TCA with simple graphs and personalized video narration, along with short and long-term financial details on multiple loan options supporting the homebuyers’ specific goals. Now, in a single user experience, the borrower can not only view pertinent financial advice, but also gain social proof of the integrity, quality and customer satisfaction rating from previous homebuyers who have worked with the Loan Originator.

“By having SocialSurvey, results embedded directly in the TCA experience, no one will need to search for reviews to benefit from them anymore. Every TCA presentation will include client reviews, combined with tailored loan options, measurably helping a Mortgage Coach powered professional to convert more loans, more often,” said Joe Puthur, President of Mortgage Coach.

 

SocialSurvey Mortgage Coach Integration Example

 

“All consumer demographics, not just millennials, depend on online reviews to make major purchases. By presenting clear, compliant mortgage options together with actual reviews from local borrowers, these professionals are meeting customer demands proactively,” observed Kristin Messerli, founder of Cultural Outreach (a firm dedicated to helping lenders reach all prospective borrowers to increase sustainable homeownership). “Based on expected buyer behavior, it is no surprise so many SocialSurvey Top Reviewed Performers provide advice with Mortgage Coach.”

Scott Harris adds, “We recognize Mortgage Coach clients as the top professionals in the business. Our philosophy has always been reviews collected by Loan Originators should be shared in as many relevant places as possible. A lender using SocialSurvey and Mortgage Coach does not have to do anything to take advantage of the added value. It just works.”

The SocialSurvey + Mortgage Coach integration is available now, putting the power of your reputation and advice in the hands of every borrower. Visit SocialSurvey to learn how the integration can help you improve borrower conversion and increase revenue by better promoting your personal brand and reputation.

Dave Savage and Craig Pollack on Mortgage News Network (MNN), click here


About Mortgage Coach

The Mortgage Coach suite of enterprise online and mobile applications enhance the conversation between the borrower, mortgage professional, and Realtor, enabling a confident mortgage decision. Thousands of banks and lenders rely on Mortgage Coach to turn borrower education into a competitive advantage. With Mortgage Coach technology, financial and real estate professionals provide clearly illustrated mortgage options with detailed financials, charts, video narration, and live updates on any device, ensuring an informed home loan choice. Learn more about how to add the power of Mortgage Coach to your lending platform by visiting www.mortgagecoach.com or contacting socialsurvey@mortgagecoach.com.