Tracking Borrower Digital Engagement 

SUCCESS STORY

Understanding pre-funnel digital behavior to maximize lead opportunity and application conversion. 

1 minute read

Situation

The client of ours was actively involved in positioning their site for SEM. Using blogs, education content, email marketing and substantially high investments in PPC they were driving traffic to their site. Challenge was conversion and behavior leading to conversion. 

10

TEAM SIZE

6

TECH
INTEGRATIONS

Solution

Synergi’s team stepped in with data modeling and big data analytics capabilities. Using custom Identity mapping solutions, they were able to tie web user journeys from the moment someone entered the client’s site to page visit behaviors to lead conversion to final funded loan. 

Solutions Used

To have a 360 Degree view on all our borrowers is amazing. This also helps us to integrate Mortgage Servicing with Originations."

CMO, Leading Mortgage Broker Shop

Execution

Setting up feeds from Adobe Analytics and GA4, Synergi first deployed a web traffic data warehouse. Individual page visit behavior was tied to the lending pages visited and their content. This data was then connected to email campaigns and CRM & LOS to create a full-funnel conversion view. Decision Tree models and 4 alternate marketing attribution models were trained to determine borrower segments and their paths to conversion. Site content recommendations were also generated based on page visits, time spent on pages and actions based on those visits.  

Synergi's study on enhancing mortgage retention using their Omnichannel Mortgage Marketing suite and Response Driven Marketing Analytics. Focuses on personalized borrower communication via predictive modeling.

Integrations

Logo of Adobe: Synergi's study on enhancing mortgage retention using their Omnichannel Mortgage Marketing suite and Response Driven Marketing Analytics. Focuses on personalized borrower communication via predictive modeling.
Logo of Tavant: Synergi's study on enhancing mortgage retention using their Omnichannel Mortgage Marketing suite and Response Driven Marketing Analytics. Focuses on personalized borrower communication via predictive modeling.
Logo of Encompass: Synergi's study on enhancing mortgage retention using their Omnichannel Mortgage Marketing suite and Response Driven Marketing Analytics. Focuses on personalized borrower communication via predictive modeling.
Logo of Tableau: Synergi's study on enhancing mortgage retention using their Omnichannel Mortgage Marketing suite and Response Driven Marketing Analytics. Focuses on personalized borrower communication via predictive modeling.

The Results

7%

Streamlined processes helped in increasing digital lead conversion from 4% to 7%.

3

Additionally 3 self-learning ML algorithms deployed continuously monitored web behavior optimizing for workflows that improved engagement.

Omni-Channel
Marketing

Elevate borrower engagement through our Omnichannel Marketing Platform.

Response-Driven Marketing

Boost marketing ROI with our targeted analytics and response models. lacinia.

See more of our work

370% Increase in Customer Retention 

PORTFOLIO RECAPTURE

A Leading Mortgage Lender concerned with high rate of churn on portfolio in a volatile rate environment. 

INSIGHTS REPOSITORY

Leveraging Data to Build a Direct-To-Consumer Home Lending Unit 

A Leading Credit Union, with a large member-base wanted to scale Home Lending D2C operations to increase cross-sell opportunities for mortgages using existing members. 

JOURNEY MAPPING

Setting up a Credit Trigger Program for Member Tracking 

Increase member engagement for members who are in the market for a mortgage product and offer solutions that would resonate with them. 

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