Black Knight Integrates Surefire and Capture Solutions to Help Originators Improve Retention With Automated, Personalized Outreach

Black Knight, Inc. announced a new integration between its Capture lead analytics and Surefire marketing automation solutions. This integration enables clients using the Optimal Blue PPE the industry’s leading product, pricing and eligibility engine — to streamline retention efforts. This seamless process begins in Capture, where leads are automatically gathered based on a lender’s criteria and live pricing from the Optimal Blue PPE. Once the best loan product for a customer is identified, it is uploaded to Surefire, where loan officers can conduct outreach with customized offers.

The integration of these two solutions comes at a critical time given the highly competitive r******** market. According to Black Knight’s Mortgage Monitor, rising rates have impacted r******** incentives, accelerating the shift to an equity-centric r******** market. Since the start of the year, the market has seen the pool of high-quality r******** candidates reduced by 45%, underscoring the importance of maintaining robust retention strategies in the lending and servicing spaces. In an environment where consumers expect personalized offers, originators and servicers can maximize and streamline outreach efforts by identifying r******** candidates, generating borrower-specific pricing and eligibility opportunities, and automating recurring consumer contact.

Recommended AI News: Lexmark Unlocks AI-Enabled Edge Applications for Organizations of All Sizes

“The ability to provide consumers with timely, relevant and specific offers via their preferred digital channels creates a strong edge in today’s competitive market,” said Scott Happ, president of Optimal Blue, a division of Black Knight. “Successful lenders address these expectations and keep their brand in front of their customers and prospects in meaningful ways. With homeowners pulling equity out of their homes at the highest rate in 16 years, this integration between Capture and Surefire can serve as a competitive differentiator for our clients.”

Capture helps lenders and servicers identify specific l**** in their servicing portfolio or lead database that could benefit from refinancing based on equity positions and/or current first-lien rates. Capture can help improve recapture rates for lenders and servicers by automating lead generation and calculating near real-time pricing scenarios via the Optimal Blue PPE. Scenario calculations include borrower-specific attributes and the lender’s current pricing — including the most up-to-date market and margin structure — to deliver highly accurate results.

Surefire is the mortgage lending industry’s most widely used marketing automation and creative content solution. From individuals to enterprise lenders, Surefire helps thousands of mortgage professionals win new customers, earn repeat business and gain referrals. With intuitive, automated workflows and award-winning content of interest to borrowers, mortgage professionals can effortlessly maintain and deepen their connections with customers for life.

Recommended AI News: AMIRI Selects Tulip to Evolve Customer Engagement and Expand Its Retail Footprint

[To share your insights with us, please write to sghosh@martechseries.com]