Mortgage Banking

XSell is currently assisting Mortgage Bankers in deepening relationships with their mortgage customer base. A home mortgage is often-viewed as the critical customer relationship to have and is one that can be leveraged in to additional product opportunities.

Mortgage Servicing

XSell is assisting mortgage lenders in identifying and capitalizing on cross-sell opportunities at each point of customer interaction (call center, IVR, Internet).  There are approximately 250 million service interactions that take place on an annual basis in the mortgage call center alone.   This number grows significantly when other points of customer interaction are added (internet, branch, etc.). Each of these interactions represents an opportunity to deliver relevant, personalized offers to your customers, to drive customer satisfaction, retention and economic returns.

There are a host of both internal and external products that can be offered in the servicing environment. In addition to the products listed on the right, credit cards, checking accounts and an assortment of related insurance and membership products can be offered.

Mortgage Origination

The origination process presents a multitude of cross-sell opportunities that can be taken advantage of. Use of the XSell platform enables cross-sell activity to flourish by delivering value-added offers to the point of origination in real-time. In addition to the products listed, the mortgage origination process can be leveraged to sell debt protection products, umbrella liability coverage, accidental death coverage, life insurance and more.