📥 Win More Loans in a High-Rate Market

Credit unions are losing homeowners at a record pace—while non-bank lenders dominate with faster response times, smarter targeting, and digital-first experiences. In today’s market, speed, personalization, and timing beat rate and relationships. And while borrowers sit on over $10.5 trillion in tappable equity, most credit unions aren’t positioned to capture it.

This actionable guide shows how forward-thinking credit unions are transforming their approach to win back mortgage, refi, and HELOC business—without overhauling their tech stack. Learn how to plug into real-time property data, engage members where they bank, and automate campaigns that convert.

If you're ready to stop losing business to Rocket Mortgage, Zillow, and fintechs—and start growing lending volume—this is the guide for you.

📊 What You’ll Learn:

• ✅ 6 data-driven strategies to win HELOCs and refinances—even in a high-rate environment

• 🏡 How to turn your digital banking app into a first-stop for equity & refi offers

• ⚡ The 5-minute response rule that can 21x your lead conversion rate

• 📈 What KPIs to track on a lending dashboard (and how to align teams around them)

• 🔁 How to build a human referral flywheel with realtors & builders

• 💬 Real campaign examples that resonate with today’s borrower (debt consolidation, equity access, home improvements)

• 🔧 How to use tools like Chimney’s Property Intelligence to automate targeting and campaign triggers

👉 Download the guide and start turning data into funded loans.

No fluff—just tested strategies you can act on right now.