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How to streamline mortgage lead generation and boost borrower retention

ICE Customer Acquisition delivers an innovative single-pane experience for loan officers

By Nick Belenky, Managing Director, Solution Sales at ICE Mortgage Technology

April 25, 2025 • 5 min read

In today’s competitive mortgage market, loan officers face mounting demands on their time as they drive and manage leads, nurture relationships, close loans and foster repeat business, all while meeting rising borrower expectations. The challenge becomes even greater when disjointed systems and scattered data add unnecessary complexity to their everyday tasks.

The solution? Your team needs a single-pane, holistic view of all the tools and information essential to doing their job effectively. By streamlining their workflow and keeping them in one intuitive interface, they can respond to inquiries faster, make informed decisions and work more efficiently.

The challenge of complex, outdated workflows

For many loan officers, outdated workflows remain a significant obstacle. Traditional lead management and borrower retention strategies often rely on fragmented processes that span multiple platforms and require countless logins. These inefficiencies take a toll on both productivity and borrower relationships, including:

  • Impact on operations: Lengthy, disjointed processes can significantly delay progress and slow down the loan pipeline
  • Missed opportunities: Traditional workflows don’t offer real-time insights into borrower behaviors, milestones or low adoption
  • Higher operational costs: Disconnected systems can drive up overhead expenses and reduce productivity

These pain points don’t just hinder efficiency; they make it harder to build meaningful connections with borrowers. Without a streamlined system, loan officers may spend more time managing technology than strengthening relationships. Or worse, they abandon the technology they need to compete and lose business.

Deliver a single-pane experience with ICE Customer Acquisition

At ICE Mortgage Technology, we’re dedicated to investing in technology that helps you improve borrower satisfaction and achieve greater success in an increasingly complex industry. ICE Customer Acquisition is designed so users can spend more time with borrowers and less time managing technology. Built as an extension of the Encompass® experience, it creates a streamlined workflow to help loan officers leverage proven lead management, borrower engagement and loan processing solutions in a single experience. Here's how ICE Customer Acquisition helps you manage your entire pipeline from one unified system:

  1. The right tools at your fingertips
    ICE Customer Acquisition delivers a seamless experience across all devices, allowing you to effortlessly capture, organize and prioritize leads in real time to capitalize on opportunities. Whether on desktop or mobile, you can access your leads, loan pipelines and engagement tools from a single, intuitive interface. Plus, with the convenience of logging in using your existing Encompass credentials, there’s no need to juggle multiple accounts or passwords.
  2. Real-time visibility for smarter decisions
    Having timely insights is essential for loan officers to work effectively. ICE Customer Acquisition provides real-time access to important data, including loan statuses, borrower milestones and interactions, helping you stay informed at every step of the workflow. You can quickly address bottlenecks, follow up on pending signatures, send reminders and respond promptly to completed applications or abandoned forms. This transparency helps streamline processes and enhance the overall borrower experience.
  3. Enhanced borrower engagement
    Building strong borrower relationships is essential for long-term success. ICE Customer Acquisition enables you to deliver proactive and timely borrower communication through real-time push notifications for document uploads, inquiries and important milestones. By reducing wait times and streamlining interactions, you can foster trust and improve overall satisfaction.
  4. Mobile-first flexibility
    Stay connected with borrowers in real time and keep your workflow moving, no matter where your day takes you. ICE Customer Acquisition offers a mobile app that makes it simple to switch between devices without missing a beat. The Encompass LO mobile app gives you the tools to help you keep borrowers engaged and capture opportunities at any time.

Help your team realize their full potential

ICE Customer Acquisition provides loan officers with the tools they need to transform your workflow into a seamless, results-focused process. With the added convenience of the Encompass LO mobile app, you can elevate your efficiency even further, accessing all these powerful tools right at your fingertips.

Are you ready to redefine your loan officer experience? Connect with our team to learn more about ICE Customer Acquisition.

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