Leveraging A National Agent Network To Retain Members and Increase Purchase Mortgages
Tuesday, October 5 at 1:00 p.m. central time
HomeAdvantage (formerly CU Realty Services) is turn-key real estate marketing platform design to help credit unions grow their purchase mortgage business. The platform’s frontend tools attract members at the beginning of their home-buying journey, while backend systems and personal touchpoints nurture them until they are ready to transact. When members use HomeAdvantage to buy a home, an impressive 85 percent of those applicants stay with their credit union for financing. In addition, members earn HomeAdvantage Cash Rewards at closing, which average $1,900 in cash-back savings per transaction. More than $58 million in Cash Rewards have been distributed during the program’s lifetime. To learn more, please visit www.homeadvantage.com.
Join Herb Behrens, CEO of HomeAdvantage, as he chats through the challenges of retaining mortgages when members move into new states or areas outside your credit union’s typical reach. Herb will be joined by Larry Jackson, VP of Mortgage at Together Credit Union, and Brad Tichenor, VP of Home Mortgage and Branch Network at Partners Credit Union. Both credit unions lend in multiple states and leverage the HomeAdvantage program and its national real estate agent network as a retention strategy. “We lend in every state, and so it’s impossible to have a big presence everywhere,” says Jackson. “When a member moves across the country and we can connect them to an agent who is local in that community and certified in the HomeAdvantage network, it makes a huge difference. Not only does the program help us retain critical touchpoints throughout the buying process, but it also empowers us to retain that member’s membership – all without any heavy lifting.”
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Herb Behrens is CEO of HomeAdvantage. Prior to joining the company in 2021, Herb was Vice President of Real Estate Lending at BCU where he was responsible for the credit union’s strategic direction of all real estate lending, including sales, processing, servicing and secondary marketing.
VP of Home Mortgage and Branch Network
Partners Federal Credit Union
Brad Tichenor is VP of Home Mortgage and Branch Network at Partners Federal Credit Union. Brad is currently responsible for all home mortgage and home equity originations as well as branch networks in both Florida and California. He is a current board member of the Florida Credit Union Real Estate Network, and also has served as its president.
VP of Real Estate
Together Credit Union
Larry Jackson is VP of Real Estate at Together Credit Union. Larry is currently responsible for all first and second mortgage operations from origination through servicing. Prior to joining Together Credit Union, Larry was the President/COO of a CUSO in TN in which he oversaw mortgage, title, insurance and collections business lines.