Turn Local Mortgage Data into Homeownership Month Marketing Ideas

During National Homeownership Month, credit unions have a timely reason to talk with members about homebuying, affordability, preparation, and local market conditions. Local mortgage data can make those conversations more useful.

Join Polygon Research for a 45-minute working session on how credit unions can turn local mortgage market insights into member education, marketing ideas, branch conversations, and mortgage team talking points.

The session will feature selected examples inspired by the ACUMA Benchmark Report, but the approach is useful for any credit union that wants to make local mortgage data more practical for members and teams.

In this session, we’ll discuss how credit unions can:

• Read local mortgage data without turning it into a big analytics project
• Turn borrower, product, geography, and market share insights into useful outreach ideas
• Create member-friendly explanations of local homebuying conditions
• Use application and pull-through patterns to identify where members may need more preparation
• Give mortgage, marketing, branch, and member-facing teams better local talking points
• Use Homeownership Month as the starting point for content, campaigns, and team alignment beyond June

You’ll leave with a simple way to turn local mortgage data into three practical outputs:

• A member education topic
• A marketing or content idea
• A team talking point or follow-up question

This session is open to all credit unions. Credit unions that have requested an ACUMA Benchmark Report can apply the framework directly to their report, and other credit unions can use the same approach to think through the local data, member questions, and outreach ideas they may want to explore. ACUMA members interested in requesting a Benchmark Report can visit ACUMA’s website to learn more.