cross-selling: maximizing the relationshipo with your members · what are your cross selling...
TRANSCRIPT
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Cross Selling:Maximizing the Relationship with your Members
April 2020
©2020 Genworth Financial, Inc. All rights reserved.
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What Are Your Cross Selling Opportunities?
1Cross Selling
Are You Aware of Your Credit Union’s Complete Financial Products and Services Checking Accounts Savings Options Credit Cards Investments Consumer Loans Mortgage Lending Commercial Banking Merchant Services Digital Banking Additional Services Safe Deposit Boxes Notary Service Night Deposit Drop Boxes
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Understanding Your Members Life Events
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Education
Moving/ Consumer Purchases
Family StatusEmployment/Income Sources
Retirement/Estate Planning
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https://www.fanniemae.com/singlefamily/uniform-residential-loan-application
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9 pages 4 pages 2 pages 1 page
1 page
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URLA- Dependents
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Minor or Dependents College Savings 529 Minor accounts Student Checking
Cross Selling
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URLA- Self Employment Commercial Banking Commercial Banking Commercial Real Estate Business Loans
Merchant Services Credit Card Processing Integrated Solutions
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URLA- Income from Other Sources Investments Trusts Retirement Planning 529 Advisor Options Tax Center
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URLA- Assets Checking Accounts Student Military Minimum Balance with Interest Overdraft Protection
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URLA- Assets Savings Options Money Market Passbook CDs Custodial Accounts
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URLA- Liabilities Credit Cards Customized Secured Small Business Cards
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URLA- Liabilities Consumer Loans Student Loans Auto Boat Personal
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URLA- Real Estate Owned (REO) Mortgage Lending Mortgage Loans Second Mortgages HELOC
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URLA- GiftsReferral Program
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URLA- Additional Borrowing Consumer Loans Student Loans Auto Boat Personal
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URLA- Military ServiceMilitary Specialty Products and Services
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URLA- Transaction Detail Mortgage Lending Construction Lending Renovation Lending
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URLA- Borrower Signature Digital Banking Online Banking Online BillPay ATMs QuickPay Options Digital Payments Wire Transfers
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Genworth Rate Express®
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mi.genworth.com
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Genworth Underwriting Guidelines
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mi.genworth.com
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LOS Connections
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mi.genworth.com
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Training Tools and Information
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mi.genworth.com
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Training Tools and Information
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mi.genworth.com
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Additional MI Site Information
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mi.genworth.com
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ActionCenter®: 800 444.5664
Your Local Genworth Regional Underwriter
Your Genworth Sales Representative
Your Genworth Resources
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Legal Disclaimer Genworth Mortgage Insurance is happy to provide you with these training materials. While we strive foraccuracy, we also know that any discussion of laws and their application to particular facts is subject to individual interpretation, change, and other uncertainties. Our training is not intended as legal advice, and is not a substitute for advice of counsel. You should always check with your own legal advisors for interpretations of legal and compliance principles applicable to your business.
,GENWORTH EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR IMPLIEDINCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE RELATED TRAINING. IN NO EVENT SHALL GENWORTH BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES OF ANY KIND WHATSOEVER WITH RESPECT TO THE TRAINING AND THE MATERIALS.
Genworth Mortgage Insurance Offers A Comprehensive Suite Of Training Opportunities To Boost Your Know-How, Benefit Your Bottom Line, And Serve Your
Borrowers Better. Visit mi.genworth.com To Learn More.
Collateral Underwriter®, Home Ready® and Desktop Underwriter® or DU® are registered trademarks of Fannie MaeLoan Product Advisor®, Home Possible®, Loan Collateral Advisor® and Home Value Explorer® (HVE®) are registered trademarks of Freddie MacActionCenter®, Homebuyer Privileges® and Rate Express® are registered trademarks of Genworth Mortgage Insurance
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