personal finance management Archives

Mortgage Marketshare Module
- Accurately track commercial and residential lending, measure sales performance against competition and market activity, identify high-performing competitors, and locate and target emerging markets.
  
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Loan Originator Module
- Access the largest and most comprehensive mortgage loan origination database in New England with round-the-clock interactive access and weekly trend updates.
  
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Marketing Lists
- Gain access to the most accurate and detailed transaction information in the country and offers a range of marketing lists for more than 130 million households (covering 94% of the U.S. population).
  
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Custom Research
- Powered by one-of-a-kind real estate, mortgage, and loan origination data, The Warren Group provides custom solutions for your research projects, database expansion, and strategic planning.
  
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Real Estate Records Search
- Access the largest and most complete real estate database in New England, including sales, price trends, liens and foreclosures.
  
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The Next Step in Online Banking: Virtual Financial Wellness Couching

by The Commercial Record | Aug 16, 2018 | Banking & Lending, Industry News

With artificial intelligence (AI) trending toward the mainstream, financial institutions have an opportunity to reinvent how they deliver personal finance management (PFM) tools and create an interactive experience that will help consumers take control of their overall financial health.

The Next Step in Online Banking: Virtual Financial Wellness Couching

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