Relocation_Lender_Referral Programs

3 Channels of Referral Opportunities • Traditional Placement • Relocation department manages referral placement process via call, or text from 855-965-1300 • Digital Delivery • Project Connect • Placement done using a round-robin approach • Zip code driven selection • If Agent declines lead or does not answer, system will move to next available agent • Agent Selection Tool (AST) • Member self selects agent • Agent has a 2-hour claim time to accept or decline the lead

HES/NFCU number: 203-456-2836

973-539-4114

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