On-demand
Webinar

Finding Refinance Opportunity Without Trigger Leads

Val Buresch

Val Buresch, CMB

Founder & CEO
Polygon Research

What we'll cover in this webinar

Here's What We'll Cover:

  • How to size your actual refinance opportunity using rate incentive data
  • The 5 conversion factors that identify who will actually refinance
  • Permission-based strategies that outperform cold outreach
  • Live exploration: filtering your market from noise to signal

Who Should Attend:

  • Credit union VPs of lending
  • Mortgage marketing teams
  • Strategy leaders at lenders
  • Broker-owners deploying finite resources strategically.