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Know Your Members. Tell Your Story.
Manage episode 379431415 series 3447925
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The clearest path to financial security is through homeownership, but how many of your members know your credit union not only offers mortgage loans but is sincerely interested in embarking on that journey with them? According to Wendy Dawson, Vice President of Mortgage Lending for Coastal Federal Credit Union, this awareness is especially critical for first-time homebuyers. Through propensity modeling, Coastal identified 76,000 members who qualified for mortgage loans. Join ACUMA president Peter Benjamin, CMB, during this podcast as he discovers just how the credit union went about knowing its members, telling its story, and increasing its share of wallet to include more mortgage loans.
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