MORTGAGE

START MAKING MEMORIES

MEMBER PERSONA Members of any age or life stage looking to finance a new home.

STRATEGY Encourage members to open a mortgage with your credit union.

TARGET AUDIENCE Members with no mortgage with the credit union, in good standing. Groups then would be targeted by age and/or life stage with offers, imagery, and messaging tailored to each segment.

MEDIUM Postcard and email series with offer details and link/directions to online application with same-day decisioning.

MESSAGE Come home with the help of your credit union’s low rates, local servicing, and flexible payment options.

OFFER/INCENTIVE Use our limited time offer by <date> and receive (XX) off towards closing costs.