Mercata - Insurance Solutions for Lenders

About Mercata

Mercata empowers mortgage lenders to go beyond loans—offering borrowers homeowners insurance and mortgage protection through life insurance. Built by industry experts, our platform enhances the borrower journey while creating new revenue streams for you. Join the other lenders already simplifying homeownership.

The Mercata Advantage

Drive Brand Loyalty

Stand out by offering a full suite of borrower services—boost satisfaction and repeat business.

Grow Revenue

Create recurring income with essential insurance services—90% of partners see ROI in year one.

Deliver Security

Offer tailored mortgage protection—give families peace of mind with every loan.

Delight Borrowers

Instant insurance quotes and hassle-free declarations—save borrowers time.

Our Products

Homeowners Insurance

Fast quotes, seamless delivery—protect their investment effortlessly.

Life Insurance

Mortgage-aligned coverage—secure their future today.

Auto Insurance

Top coverage, quick setup—drive with confidence.

Lender Services

Revolutionize Follow-Up Efforts

We deliver exceptional sales enablement through innovative solutions, cutting-edge technology, and expert agents—boosting your client engagement.

Optimized Campaigns

With hundreds of successful follow-up campaigns executed, our refined process delivers top-tier service, cost-effectiveness, and exceptional results.

24/7 Availability

Our call center operates 24/7, ensuring you’re always available to connect with clients and prospects in real time.

Advanced Reporting

Track key metrics like call volume, handle time, and satisfaction—make data-driven decisions to optimize performance.

Multilingual Support

We cater to your diverse customer base with multilingual support, ensuring seamless communication worldwide.

Loan Officer Campaigns

Annual Reviews

We schedule appointments with past clients to generate new purchase, cash-out refinance loans, and referrals. Discover opportunities like moving up, downsizing, or investment properties.

Pre-Approval Follow-Up

We call weekly to check on home shopping progress, then set appointments 90 days post-credit pull to re-issue pre-approvals—keeping you top of mind.

Trigger Event Follow-Up

For trigger service subscribers, we validate events in real time, attempt live transfers to you, or book call-back appointments if you’re unavailable.

Virtual Coffee with Referral Partners

We arrange virtual coffee appointments with current or prospective referral partners to strengthen your network and drive business growth.

Contact Us

Ready to elevate your lending? Limited spots available—act now!

Protect Borrowers, Boost Your Business