Credit Union Tools

HomeAdvantage Offers Credit Unions the Tools They Need to Be Successful!

ACCOUNT MANAGER

Offers Credit Unions and CUSOs the Tools To Meet Growth Goals 
Every credit union and CUSO client is assigned to an experienced account manager who is chartered with helping you meet your specific member satisfaction and mortgage growth goals.

AGENT NETWORK

Gain Immediate Connections to Local Real Estate Agents 
Our agent services department vets and trains top local real estate agents to work closely with our credit union partners. Each of these certified agents is experienced and high-performing, and eager to support your credit union’s programs and processes.  

BEST PRACTICES

Guidance on Best Practices and Market Trends
Becoming a real estate advocate requires focus on member awareness, employee engagement and agent relationships. CU Realty has documented all the critical steps, best practices and resources required to launch and maintain a successful HomeAdvantage® program – including ready-to-use marketing campaigns and templates!

EMPLOYEE DASHBOARD

Register Members and Refer Agents in One Easy-To-Use System  
Credit union employees chartered with cross-selling and promoting the HomeAdvantage program have access to our robust Employee Dashboard. With just one quick login, they can access tools to register members, refer them to agents, and track previous activity. 

TRAINING

Keep Employees Engaged and Knowledgeable
During implementation of your new HomeAdvantage program, a special team visits onsite to conduct live training events customized to your needs. Additional training is always available, including webinars and video.

OPTIONAL SERVICES

EMPLOYEE REWARDS

Incentivize Staff Productivity with Gift Cards 
Your credit union can choose to turn on our Employee Rewards program, which distributes incentive rewards to individual employees when they complete specific registration goals.

MARKETING OUTREACH

Streamline Your Marketing Efforts  
HomeAdvantage Engage is an optional email marketing service that allows our credit union partners to deliver the right real estate message to members’ inboxes without overburdening marketing teams. The program delivers personalized emails with localized real estate reports based on the member’s home address. Topics include recently sold properties, active listings, market trends and more. The boost in awareness generates increases in both engagement and mortgage leads.

LOS INTEGRATIONS

Increase Your Application Pull-Through Rate  
There are many obstacles in retaining a members’ loan in-house, including long-term house hunts, deficient lead nurturing systems and agents who take members to other lenders. Accelerate, an optional add-on for your HomeAdvantage program, can help overcome these challenges and increase your pull-through rate! Using an FTP feed from your Loan Origination System (LOS), Accelerate auto-enrolls all mortgage applicants into HomeAdvantage. This not only launches our signature email nurturing system to keep your credit union front-of-mind, but also works to connect that member to one of our certified HomeAdvantage real estate agents who works on your behalf.

CRM/CORE INTEGRATIONS

Convert Front Line Conversations into Opportunities
Connect is an optional integration for your HomeAdvantage program that makes it simple for staff to capture more leads during member interactions. Thanks to a secure SSO connection between your Core/CRM and HomeAdvantage, employees only need to click one link on their screen during a customer interaction to start the process. Key member data is automatically transferred and pre-populated in our registration form. Using Connect is a win-win—your employees spend less time registering members into the HomeAdvantage program, and more members will gain access to the tools they need right away.

Schedule a demo today to see how HomeAdvantage can work for your credit union!

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