Mortgage lenders prioritize borrower experience in both thriving markets and market downturns. A great borrower experience is essential to ensuring repeat business and referrals from customers. However, many lenders lack sufficient measurements of borrower satisfaction and may not have identified the most impactful levers to improve the end-to-end borrower experience.

A recent and extensive industry study identified key, critical elements of a best-in-class customer experience. Join Snapdocs, STRATMOR Group and Assurance Financial as we unpack the findings of this valuable industry research and take away elements you can use to improve your customer's experience and overall satisfaction.


What This Session Will Cover

  • New research-based insights to assess and benchmark borrower experience throughout the mortgage transaction
  • The most-impactful levers that improve end-to-end borrower experience
  • How a real-world lender can apply these findings to their organization


  • Katherine Campbell, Chief Digital Officer, Assurance Financial
  • Emily Nelsen, Area VP of Lender Solutions, Snapdocs
  • Mike Seminari, Director of Customer Experience, STRATMOR Group