Vice President of Mortgage Sales
NextGen Sales in a New Era of Customer Experience
In 2020, in the midst of a pandemic, Millennial homebuying skyrocketed, and 2021 is expected to see more sales than any year since 2006. To capture today’s homebuyers, lenders must understand their customers’ pain points and priorities in customer experience. In this session, led by
nextgen homebuying expert, Kristin Messerli, participants will learn:
Nextgen preferences and challenges in the homebuying process
The digital shift in customer experience
How to optimize communication to retain leads and happy customers
Generating referrals in a socially distant era
Kristin Messerli is a leading strategist and keynote speaker on the NextGen homebuyer experience, and she is passionate about amplifying the voice of today’s consumers. As the VP of Mortgage Sales at Social Survey, Kristin works with hundreds of lenders to collect and analyze customer voice to build brand, generate referrals and improve customer experience.
Prior to Social Survey, Kristin founded a marketing consulting firm, Cultural Outreach, with the mission to help financial institutions bridge the gap in connecting with today’s consumers. She sold her company in 2020 after consulting for over 50 financial institutions and fintech startups. Kristin has spoken at hundreds of conferences including the Mortgage Bankers Association, Digital Mortgage, and Harvard Business School, and she has surveyed thousands of NextGen homebuyers. Kristin produced and co-authored the 2020 NextGen Homebuyer Report and is a regular contributor for HousingWire.