The Mandatory Advantage

Homeowners Insurance is the ultimate entry point for the "Concierge" model. Because it is a mandatory condition of the loan, it offers a 100% potential attachment rate for every borrower in the portfolio.

Operational Synergies

Escrow Efficiency

Automated insurance data flows directly into the closing disclosure, eliminating delays caused by missing binders—the #1 cause of closing friction.

Asset Preservation

Beyond a policy, HOI ensures the underlying collateral is protected against catastrophic loss, securing both the borrower's home and the lender's investment.

The "Stickiness" Factor

Bundling insurance creates high "switching costs". A competitor's refinance offer becomes less attractive when the borrower has to manually decouple their insurance bundle.

The Data Edge

"One-Click" Underwriting: By leveraging existing LOS data (square footage, roof type, property age), lenders can offer pre-filled applications that take seconds, not hours.