How can Mortgage Lenders and Servicers Shift Towards a Customer-Centric Strategy?

Learn how top lenders are leveraging technology to create a better borrower experience.

HubSpot Video


Consumers’ expectations around mortgage transactions are rapidly changing. Although the industry is moving toward a fully digital model, research indicates that it’s not keeping pace with demand. In fact, more than 60% of lenders we surveyed said that their tech meets or exceeds borrower expectations; but a recent Arizent survey found that only around 50% of consumers report satisfaction with the speed of their recent loan transaction.


What you’ll learn

  • Improve customer loyalty and satisfaction
  • Increase the speed of loan transactions
  • Reduce document error rates
  • Improve staff morale while increasing capacity and productivity



Kimberly Hartsough

Kimberly Hartsough | SVP of National Production Operations at PrimeLending 

Teri Pansing

Teri Pansing | VP of Corporate Closing at Fairway Independent Mortgage

Vishal Rana BW

Vishal Rana | VP of Customer Success at Snapdocs

Janet King

Janet King | VP of Research at Arizent

Learn more about Snapdocs

Snapdocs - Mark - Main

Founded in 2013, Snapdocs is the mortgage industry’s leading digital closing platform. With its patented AI technology and connected platform, Snapdocs is on a mission to perfect mortgage closings for all. ​Powering millions of closings a year, Snapdocs is leading the charge to modernize, streamline, and improve the mortgage process for lenders, borrowers, and settlement. Snapdocs is the only solution with a proven track record of creating a single, scalable process for every closing. ​Every day, over 130,000 mortgage professionals rely on Snapdocs to automate manual work and digitize paper processes that plague the industry. Snapdocs is a rapidly growing San Francisco based real estate technology company backed by leading investors including Sequoia, Y Combinator, Tiger Global, F-Prime, Zigg Capital, Alkeon, Wellington Management, Greenpoint Partners, Maverick, Founders Fund, SV Angel, Gokul Rajaram, Lachy Groom, Jack and Sam Altman and Coyne Lloyd. To learn more, please visit​​​​ snapdocs.com​.

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