PRODUCTS / LIFE EVENTS
Calculate My ROI
This percent is based on the total number of records in the desired plan. Choose what percent of leads would you think might come back as potentially qualified prospect?
The "Scale" Package has 15,000 total records. If you filled that package up with your leads and 5% of those leads would Boomerang back in one year, you would have 750 new opportunities.
A LENS to help you see
Events that affect someone's financial life require a team effort to make sure their future is secure. Secure your spot on that team.
Abundance of Referrals
Marriage, death, college, kids, divorce… all of these events are worth bringing in your network of supporters to help your borrowers.
What would you like?
The right message at the right time can be a catalyst for positive change. Support your customers by being there for them.
TRACK THE MOMENTS THAT MATTER
Track all the significant life events that could trigger a financial event.
SHOW THEM YOU UNDERSTAND
Understanding what's happening in the lives of your prospects and leads is what sets you apart from the rest. Make it clear you're a value-add partner who sees your clients as people, not transactions.
IT'S ABOUT THE FUTURE
When you get one of these notifications, it's not about doing a loan for the borrower right then and there. It's about starting up a conversation for a future event.