Through the program, institutions can expand mortgage offerings, strengthen client loyalty, and grow revenue, without added overhead
Chicago-based Key Mortgage Services, Inc., an independent, family-owned mortgage provider and part of the Baird & Warner family of companies, proudly announces the launch of Key Mortgage Affinity, a new initiative aimed at strengthening partnerships with credit unions and community banks by seamlessly integrating advanced mortgage capabilities into their existing offerings.
Through Affinity, Key Mortgage provides end-to-end support including loan origination, processing, underwriting, closing, and personalized borrower guidance, all while keeping the partner’s brand front and center. In addition to mortgage, the program also offers access to relocation, and loan trading services, creating a comprehensive platform for financial institutions to serve their members and communities more effectively.
The program integrates seamlessly into partner operations, giving institutions access to a broader loan portfolio, enhanced relocation support for members on the move, and secondary market expertise through loan trading. With Key Mortgage Affinity, financial institutions can expand their service offerings, deepen member relationships, and uphold the high service standards their borrowers expect.
“Our goal with Key Mortgage Affinity is to be a true partner, helping institutions serve their customers more deeply without burdening them with additional infrastructure,” said Ralph Melbourne, President of Key Mortgage. “We handle underwriting, closing, and offer a wide product range, all while the partner retains the client relationships.”
By design, this model helps institutions strengthen relationships with current customers and provides flexibility without taking on additional staff or technology. To meet the diverse needs of each institution, Key Mortgage Affinity offers three unique partnership models – Aligned, Integrated, and Broker – allowing partners to choose the level of integration and support that best aligns with their goals.
Other key benefits of the program include access to competitive and niche products, co-branded marketing, training support, and a fulfillment team achieving customer satisfaction scores above 90 NPS.