Enact Holdings, Inc. · NASDAQ:ACT
Enact — Investor Presentation (2019)
52 slides from Enact's investor presentation, 2019
Slide 1: 5 Tips to Create More
5 Tips to Create More More Business, More Referrals, and More Loyalty Genworth Mortgage Insurance Corporation ©2019 Genworth Financial, Inc. All rights reserved.
Slide 2: 5 Tips to More
5 Tips to Create More More Business, More Referrals, and More Loyalty Genworth> 3 ae 5 Tips to More 2 Genworth a
Slide 3: Listen
1 Listen Xe 5 Tips to More 3 Genworth Bye
Slide 4: Listen
Listen 1. 3 Excellent Listeners 2. 3. 5 Tips to More 4
Slide 5: If you want to be liked, loved, or respected… Listen.
If you want to be liked, loved, or respected… Listen. 5 Tips to More 5
Slide 6: Listen and Learn
Listen and Learn Of Real Estate Agents or Brokers have only 77% one lender they regularly refer clients to. Inman 5 Tips to More 6
Slide 7: What Do RE Agents Look for in an LO?
What Do RE Agents Look for in an LO? Want efficient communication and 80% responsiveness ahead of concerns. 5 Tips to More 7
Slide 8: What Do RE Agents Look for in an LO?
What Do RE Agents Look for in an LO? Listed speed as the highest factor when 59% determining whether or not to recommend a lender. 5 Tips to More 8
Slide 9: What Are Your Agents Looking For?
What Do RE Agents Look for in an LO? What is the most difficult part What are of the mortgage process to Your Agents them? Looking For? What keeps them up at night? 5 Tips to More 9
Slide 10: Ask, and then… Listen.
What Do RE Agents Look for in an LO? What are Your Agents Ask, and then… Looking Listen. For? 5 Tips to More 10
Slide 11: Educate
2 Educate 5 Tips to More 11
Slide 12: Educate
Educate Of borrowers relied heavily on lenders 70% and brokers as their source of information about the mortgage process. CFPB 5 Tips to More 12
Slide 13: SlideShare.net
• Top 100 visited sites. • 80% of traffic comes from an SlideShare.net organic Google search. • Loan manufacturing is one of the top 10 topics searched on SlideShare by millennials. 5 Tips to More 13
Slide 14: Create/share content that educates, explains, or helps borrowers
Create/share content that educates, explains, or helps borrowers avoid problems. 5 Tips to More 14
Slide 15: Network
3 Network 5 Tips to More 15
Slide 16: Networking is More Than an Event
Networking is More Than an Event 250 5 Tips to More 16
Slide 17: Networking is More Than an Event
Networking is More Than an Event The number of contacts you can 250 make if you email one person each day for a year. 5 Tips to More 17
Slide 18: 5 Tips to More
98% NY 5 Tips to More 18 Genworth Byte ab
Slide 19: The open percentage rate of handwritten letters
The open percentage 98% rate of handwritten letters. 5 Tips to More 19
Slide 20: A Great Thank You Includes…
A Great Thank You Includes… • A greeting • A concise expression of gratitude • Something specific/memorable about the experience or situation • Thanks again • Closing 5 Tips to More 20
Slide 21: Write Thank You notes or email your customers
Write Thank You notes or email your customers, teams, and the people who make you successful. 5 Tips to More 21
Slide 22: Loyalty
xe 5 Tips to More 22 Genworth = =.
Slide 23: Loyalty
Loyalty The percentage of borrowers who chose 2% their lender based on reading online reviews. STRATMOR 5 Tips to More 23
Slide 24: Loyalty
Loyalty Read reviews, but are simply looking to confirm the choice they made. 32% STRATMOR 5 Tips to More 24
Slide 25: Steps Borrowers Take Regarding Reviews
Steps Borrowers Take Regarding Reviews Google the Confirm Get a Lender/Loan positive referral Officer referral STRATMOR 5 Tips to More 25
Slide 26: How to Focus on Building Loyalty
How to Focus on Building Loyalty 1) Provide checklists of items required for the process. 5 Tips to More 26
Slide 27: Loyalty
Loyalty When checklists are not provided, the LO’s 55% opportunity for a referral drops by this amount. STRATMOR 5 Tips to More 27
Slide 28: How to Focus on Building Loyalty
How to Focus on Building Loyalty 1) Provide checklists of items required for the process. 2) Give the borrower notice of the closing date/time well before closing. 5 Tips to More 28
Slide 29: Loyalty
Loyalty Satisfaction rating of 93% borrowers when given adequate notice of closing date. STRATMOR 5 Tips to More 29
Slide 30: Loyalty
Loyalty Satisfaction rating of 60% borrowers when given inadequate notice of closing date. STRATMOR 5 Tips to More 30
Slide 31: How to Focus on Building Loyalty
How to Focus on Building Loyalty 1) Provide checklists of items required for the process. 2) Contact the borrower well before closing. 3) Be proactive about helping borrowers stay informed. 5 Tips to More 31
Slide 32: Loyalty
Loyalty Satisfaction rating for 93% borrowers who are proactively called by their Loan Officer. STRATMOR 5 Tips to More 32
Slide 33: Loyalty
Loyalty Satisfaction rating for borrowers who logged 84% in to a Lender’s website to find status update. STRATMOR 5 Tips to More 33
Slide 34: Loyalty
Loyalty Satisfaction rating for 60% borrowers who had to call to find status of loan. STRATMOR 5 Tips to More 34
Slide 35: How to Focus on Building Loyalty
How to Focus on Building Loyalty 1) Provide checklists of items required for the process. 2) Contact the borrower well before closing. 3) Be proactive about helping borrowers stay informed. 4) Start the closing on time and be present. 5 Tips to More 35
Slide 36: Loyalty
Loyalty Satisfaction rating for 92% borrowers when closing started on time. STRATMOR 5 Tips to More 36
Slide 37: Loyalty
Loyalty Satisfaction rating for 76% borrowers when closing did not start on time. STRATMOR 5 Tips to More 37
Slide 38: How loyal are you to your customers?
Sometimes the question is: “How loyal are you to your customers?” 5 Tips to More 38
Slide 39: Educate Yourself
Educate 5 Yourself 5 Tips to More 39
Slide 40: Building More Requires Knowledge
Building More Requires Knowledge Rob Chrisman: Daily News and Commentary https://www.robchrisman.com/ STATMOR GROUP: Powering Performance. Together. https://www.stratmorgroup.com/ Inman I Real Estate News for Realtors and Brokers https://www.inman.com/ 5 Tips to More 40
Slide 41: new.mi.genworth.com
https://new.mi.genworth.com/ 5 Tips to More 41
Slide 42: First-time homebuyer market report
https://miblog.genworth.com/first-time-homebuyer-market-report-02-19/ 5 Tips to More 42
Slide 43: First-time homebuyer market report
https://miblog.genworth.com/first-time-homebuyer-market-report-02-19/ From Action to Impact: Time Management for Originators 43
Slide 44: Genworth Underwriting Guidelines
Genworth Underwriting Guidelines From Action to Impact: Time Management for Originators 44
Slide 45: Genworth Rate Express
Genworth Rate Express® From Action to Impact: Time Management for Originators 45
Slide 46: LOS Connections
LOS Connections From Action to Impact: Time Management for Originators 46
Slide 47: Training Tools and Information
Training Tools and Information From Action to Impact: Time Management for Originators 47
Slide 48: Training Tools and Information
Training Tools and Information From Action to Impact: Time Management for Originators 48
Slide 49: Additional MI Site Information
Additional MI Site Information From Action to Impact: Time Management for Originators 49
Slide 50: Your Genworth Resources
Your Genworth Resources ➢ ActionCenter®: 800 444.5664 ➢ Your Local Genworth Regional Underwriter ➢ Your Genworth Sales Representative From Action to Impact: Time Management for Originators 50
Slide 51: Know not only what is happening, but why
Know not only what is happening, but why it is happening. 5 Tips to More 51
Slide 52: Legal Disclaimer
Legal Disclaimer Genworth Mortgage Insurance is happy to provide you with these training materials. While we strive for accuracy, we also know that any discussion of laws and their application to particular facts is subject to individual interpretation, change, and other uncertainties. Our train