Case Studies

NBKC has been a top-rated lender by its customers for well over a decade. Like all successful consumer direct mortgage lenders, NBKC relies on a steady flow of new leads for its loan officers, either from their loan portfolio or third-party sources (i.e LendingTree, Zillow). Each new lead is different from the one before; homebuyers …

There are two schools of thought for mortgage lead management. There’s the old school philosophy of manually setting up lead handling workflows to manage purchased lead assignments and prioritization. Then, there’s the tech-driven approach built with data science to navigate the process with automated, unbiased, and deeper intelligence. Uncovering the keys to closing more leads …

For Kansas-based BNC National Bank, a home loan and mortgage refinancing institution, successful lead assignment is driven by evaluating real-time metrics and coupling those findings with company-wide and individual performance numbers. They rely on ProPair’s machine-learning technology to evaluate layers of data in real time, effectuating the highest conversion rate possible for their purchased leads. …