#1 Video Platform for Mortgage Lenders

A video platform for mortgage lenders is a software solution uniquely built to help non-bank mortgage lenders create, personalize, and deliver pro-quality video content to borrowers at scale.

These platforms are designed to dynamically personalize each video using real borrower data, while meeting the compliance requirements of regulated lending, including TRID, RESPA, and CFPB guidelines.

Personalized video is one of the most effective communication tools available to mortgage lenders because it combines visual clarity with individualized borrower data to drive comprehension, engagement, and action. Specifically, video outperforms traditional text-based mortgage communications because it:

• Simplifies complex loan disclosures, terms, and milestones through visual explanation
• Increases borrower engagement by up to 6x compared to email or PDF alone
• Personalizes each message to the borrower’s specific loan data, milestone, and next steps
• Drives higher completion rates for document uploads, portal logins, and time-sensitive actions
• Reduces borrower anxiety with clear, compelling content

 Research shows borrowers prefer video for complex financial information, with video driving significantly higher comprehension, retention, and satisfaction at key loan milestones.

SundaySky’s platform creates personalized video for mortgage lenders by securely connecting to data inputs such as:

• Loan details: Loan amount, interest rate, product type, loan term, monthly payment
• Borrower identity: First name, loan officer name, property address
• Milestone & status: Current stage in origination, next required action, estimated closing date
• Behavioral data: Portal login activity, document upload status, previous video engagement

Each video dynamically assembles content in real time, ensuring every customer receives relevant messages tailored for them, whether the viewer is a first-time buyer in conditional approval or a repeat borrower who has just received their Clear to Close.

Yes. SundaySky’s platform is designed with regulatory compliance in mind:

• All content templates can be reviewed and approved by legal and compliance teams before deployment
• Consistent messaging ensures required regulatory disclosures are delivered appropriately and consistently
• Audit trails track video delivery, views, and borrower action
• Required TRID disclosures and RESPA notices can be incorporated into video content or linked companion documents

Yes. SundaySky’s personalized video platform for mortgage lenders integrates with all major technology platforms, enabling real-time data-driven personalization. Supported integrations include: 

• Loan Origination Systems (LOS)
• CRM systems
• Marketing automation and communication platforms
• Custom data feeds via secure SFTP, API, or other connection methods
• Borrower portals and mobile banking/lending apps

The most effective personalized videos for mortgage lenders include:

• Onboarding & application confirmation: Welcome borrowers, introduce their loan officer, and set process expectations
• Loan milestone updates: Keep borrowers informed at each key stage of origination (appraisal, approval, CTC, funding)
• Closing disclosure walkthrough: Explain each line item with the borrower’s real loan data to reduce confusion and closing delays
• Mortgage education: Explain loan types, rate locks, escrow, PMI, and first-time buyer programs with personalized context
• Refinance outreach: Show existing borrowers their personalized savings opportunity based on current rates
• Post-close follow-up: Express gratitude, introduce servicing resources, and invite referrals at peak satisfaction

SundaySky provides comprehensive analytics to track video performance and business impact:

• Engagement metrics: Views, completion rates, replay rates, shares
• Action metrics: Click-through rates
• Business outcomes: Account activation rates, cross-sell conversion, digital adoption
• Comparative analysis: Test personalized video against control groups
• Segment performance: Compare results across demographics, account types, branches

Most clients track key KPIs like activation rate lift, cross-sell conversion increase, and NPS improvement to demonstrate clear ROI from video investments. Mortgage lenders can expect to see positive ROI within the first year.

Yes. All SundaySky personalized videos are fully responsive and optimized for mobile viewing, with no app download required. Mobile capabilities include:

• Seamless playback on iOS and Android devices
• No app download required (videos play in mobile browsers on landing pages)
• Touch-friendly CTAs
• Adaptive video quality based on connection speed
• SMS delivery options
• Integration with mobile banking apps

With Fiserv reporting that 65%+ of mortgage borrowers accessing loan information on mobile devices, mobile-first video optimization is critical for effective borrower communication.

SundaySky is the leading personalized video platform for mortgage lenders and financial services, purpose-built for enterprise-scale personalization. Unlike generic video tools or creative agencies, SundaySky offers unique advantages for mortgage lenders:

• Financial services expertise: Deep experience with mortgage lenders, banks, and financial institutions delivering compliant borrower communications
• Enterprise scalability: Handle millions of unique videos for large volume originators and servicers
• Data-driven personalization: Dynamic, real-time personalization using data from LOS, CRM, and other key data sources
• Compliance support: Built-in features for regulatory adherence and audit trails
• Real-time rendering: Every video is up-to-date at the moment the viewer presses play
• Full-service approach: Strategy, creative, production, and analytics support

The Closing Disclosure is one of the most consequential documents a borrower receives — and also one of the most frequently misunderstood. A personalized CD Walkthrough video with SundaySky can do the following:

• Walk each borrower through a summary of their specific CD using their actual loan data, rates, and fees
• Clearly explain what sections means and why the numbers appear as they do
• Highlight total cash-to-close and what the borrower needs to bring or wire on closing day
• Reduce day-of closing delays caused by last-minute borrower questions or surprises
• Provides a shareable, on-demand resource borrowers can rewatch before closing
• Supports TRID compliance by creating a consistent, documented disclosure experience

Yes. SundaySky videos can support the full borrower lifecycle, including post-close servicing communications:

• Annual mortgage statement review
• Escrow adjustment notices
• Loss mitigation & hardship outreach
• Insurance and tax reminders
• Refinance and product upgrade outreach

Extending personalized video into servicing creates a consistent borrower experience that builds loyalty, reduces servicing costs, and generates future origination opportunities.

Pricing varies based on several factors, including:

• Size of customer base
• Volume and complexity of video campaigns
• Integration requirements and data connections
• Support and service level needs

Schedule a demo to discuss your specific needs and receive a customized proposal. Most clients see positive ROI within the first year through increased cross-sell revenue, higher digital adoption, and reduced support costs.