Lending Research Services

As digital origination and direct-to-consumer options increase, we reveal how to differentiate your loan products.

From loan origination to customer messaging and cross-selling‭, ‬our best-practice analysis and tracking services will help you create a best-in-class digital loan experience‭.‬


How Our Lending Research Services Give You an Edge

Lending Monitor tracks and analyzes the digital customer experience offered by the top lenders in the country. This service focuses on both the prospect and client experiences, from loan origination to the tools and services offered to clients as they repay their loans over time. Our survey-backed research gives you a first-hand look at the leading lender experiences across multiple loan types.

As the digital loan industry becomes increasingly saturated, a subscription with Lending Research Services helps clients stay ahead of the field. We identify the ways leading firms attract new customers, position products and unveil new digital tools and capabilities. Our research team leverages our decades of digital experience, established UX best practices and our diverse panel of account holders to help firms provide standout online experiences.

The Value in Our Deliverables for Lending Research Services


Best Practice Reports

Our bi-monthly reports offer deep dives on one aspect of the user experience and benchmark industry leaders using detailed criteria. Reports regularly provide ratings of all firms, best practices and screenshots with recommendations for best-in-class experiences. We also catalog, assess and benchmark all account opening journeys throughout each year.


Digital Strategy Updates

Keep your finger on the pulse of the digital loan experience with Update reports that track all changes to your competitors’ digital interfaces. Leveraging our team of account holder panelists, we review changes in real time, showing our subscribers the latest enhancements to authenticated site capabilities, revamps, new tools, cross-selling campaigns, etc.


Competitor Capabilities Tracking

Whether you need a point-by-point comparison of the home and auto loan industry across hundreds of categories or full videos of competitors’ authenticated site capabilities, we have you covered. Discover which firms offer each feature and watch videos to see how these capabilities change over time.


Custom Analyst Support

We provide personalized support from our dedicated team of Lending Research analysts to help you dig deeper into our research. Have an ad-hoc question about a competitor’s digital experience? We’re here to give you an edge.