Earnix 3D Personalization for Mortgages

Personalize Mortgages for Increased Customer Satisfaction and Improved Business Results

Personalizing Mortgage Rates, Terms, and Fees Translates to Portfolio Growth

Recognizing the complexities of mortgages, Earnix provides an end-to-end Pricing and Mortgage Product Personalization Software Suite, driven by world-class data science, analytical modeling tools, and integrated machine learning to create the ideal mortgage package for your customer.

The Earnix Solution for Mortgages

The Earnix 3D Personalization Suite™ empowers mortgage professionals to offer the right product, at the right price, at the right time, while optimizing business results, maintaining governance & compliance, and improving the enterprise-wide process of pricing and product personalization in banking.  Earnix helps you understand your customers’ behavior including their propensity to retain, refinance, or release a mortgage product - which enables you to personalize products and prices to win and retain their business.

Schedule a Meeting

Solution Highlights

Create a
Win-Win for Your Financial Institution

Define, personalize, and deploy mortgage offerings that increase customer satisfaction while improving business KPIs – such as conversion, loyalty, volumes, and margins.

Sell Like the Digital Leaders of Today

Through the Use of 3D Personalization, financial institutions can deliver a recommended, personalized mortgage offer across three dimensions. This offer creation is enabled by world-class data science, analytical modeling, and integrated machine learning.

Take an Enterprise Wide View of Your Mortgage Business

How can you leverage mortgage insights for other lines of business? What personalization opportunities do you have across these lines of business – and how do your pricing and product personalization software and strategies impact these opportunities? With Earnix you will know.

Simplify your Mortgage Selling Processes

Move systematically from data management to analytical modeling, to simulation and optimization – all inside a single pricing and mortgage product personalization software product suite. Operationalize analytical insights in a rapid and consistent manner, resulting in quicker time to market and improved control and governance.

Earnix in Action

Speed Time to Market
of Mortgage Changes

Change rates, term, fees, or other mortgage bundle variables and deploy those changes to the market rapidly, avoiding lengthy pricing approval processes. With Earnix, the pricing process is systemized, controlled, and governed via a single solution.

Easily Personalize
Complex Mortgage Products

For consumers, mortgage packages can be difficult to understand, and often too many options or choices often lead to confusion and indecision. With Earnix, you can define, personalize, and deploy complex mortgage bundles in a simple manner, giving consumers a limited number of individually tailored choices instead of a large number of average options.

Proactively Identify Mortgage Needs

Financial institutions have the data to identify life stage needs. Earnix helps your organization put this data to use through providing the ability to proactively identify and react to life stage and lifestyle needs with contextually personalized offers.

Our Experts at Your Service

Earnix consulting teams are comprised of analytics experts and data scientists with deep domain experience in financial services. Our trusted advisors will work closely with you to define and develop pricing and product personalization processes tailored to your specific needs and instruct you on how to leverage all the benefits of the platform.

Learn More

Improving Results — What Customers Say

"With Earnix, we managed to increase customer satisfaction, increase profitability, and increase market share across mortgage products.”
Marketing Analytics Manager –Large Turkish Bank

Contact Us

New at Earnix

Earnix Price-it Rating Engine Brochure

Read about the Earnix Price-it capabilities as a product pricing engine for insurers around the world.

Learn more

Our Latest Blog

Blog: From Analytics-Driven Pricing to 3D Personalization

Read now


Let's meet!

Check out where you can meet Earnix in the coming months.

Schedule a meeting