CFS Insight’s Mortgagebot Data Connector enables all interested stakholders in the credit union to leverage the rich member data collected from the mortgage lending process. In addition to providing customize dashboards/scorecards for managing your mortgage business, the Mortgagebot Data Connector unlocks the potential of the rich member data for departments such as retail, accounting and consumer lending. CFS Insight’s implementation is ideal for financial institutions that offer mortgages / real estate lending as well as other lending, deposit and insurance related products and services.
We get asked quite a bit if we have a ‘Next Best Product’ (NBP) model. It is a reasonable request as the idea of being