How United Wholesale Mortgage Transformed Digital Engagement
A case study highlighting the value of personalization and first-class FinTech Knowledge Management
United Wholesale Mortgage, the number one wholesale lender in the country for the last six years, works exclusively with independent mortgage brokers to help them provide a client experience far superior to that of any bank or retail mortgage lender.

In order to uphold this title, they knew they needed a new content management system and updated search and user experience to help create a better online community experience with the end goal of delivering complex content in the form of relevant results to brokers, underwriters and internal employees; with the end goal of  keeping them on UWM web properties and not having them find information on competitor websites.  The new solution crawls complex financial documents that are thousands of pages long and breaks them into relevant snippets of information for UWM’s users to digest.

Join us for a conversational session to learn how Sitecore and Coveo, coupled with’s digital strategy guidance and implementation expertise, are leveraged daily to help United Wholesale Mortgage create relevant experiences for customers using AI, search and recommendations.

The following is covered in this session:
  • How to think about taking complex documents and reimagining them for end users
  • Practical takeaways on how to leverage Sitecore and Coveo to drive personalization and a rich customer experience
  • Key digital insights into today’s best knowledge management practices
  • Explicit Personalization practices to help drive engagement and repeat visit engagement