Join Our Monthly Live Sessions
Next occurrence: Wednesday, August 13, 11am (CDT)
Turn Data Into Deals with KeySteps
Your borrowers aren’t just records in your CRM. They’re real people with timelines, challenges, and milestones to celebrate. Yet most pipeline tools only scratch the surface, leaving you guessing who’s ready and when to reach out. What if you had real-time insight into your borrowers’ actual progress toward mortgage readiness?
In this session, Adrian Hernandez will show you how to unlock that power with FinLocker’s KeySteps. You’ll be notified every time a prospective borrower takes action, giving you unmatched visibility into your entire borrower pipeline.
FinLocker transforms passive leads into active opportunities by:
- Segmenting borrowers in homeownership persona and goals
- Alerting you to key readiness milestones like improved credit scores or the creation of a monthly payment goal
- A complete snapshot of their borrower pipeline
- Real-time alerts tied to property search for you and their co-branding agent
- A readiness score and report that functions like a borrower verification
- Helping you time outreach perfectly with real-time activity notifications
This is pipeline intelligence that drives action. Join Adrian to discover how to connect at the right moment with the right message and convert insights into closings.
Ready to go from guesswork to game plan?
Wednesday, September 10, 11am (CDT)
Build a Pipeline of Educated, Engaged First-Time Buyers
59% of NextGen Homebuyers believe homeownership is within reach, but many don’t know where to begin or how to overcome key financial barriers like saving for a down payment, improving their credit, or managing existing debt.
This is where education becomes your competitive edge.
Loan officers nationwide are driving results by hosting workshops and webinars that demystify the homebuying process by combining financial education with actionable tools to help buyers move from curious to confident!
FinLocker tracks each participant’s progress, giving you visibility into who’s just starting out, actively preparing, or working through specific challenges.
In this session, Adrian Hernandez will show you how to use KeySteps to engage and empower first-time buyers through impactful workshops and webinars powered by KeySteps.
You’ll learn how to:
- Structure high-impact webinars and workshops
- Align KeySteps tools with key learning moments
- Gain insights into each participant’s readiness stage and specific challenges
- Identify when prospects are ready for follow-up and how you can assist
You’ll also leave with a ready-to-use First-Time Homebuyer workshop outline to jumpstart your own events.
When you educate with intention, you build trust and a pipeline of educated and engaged buyers.