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Home Buying with Sam(PART 2 – CLOSING)

New home buyers need a budgeting coach

A couple of months ago (wait… really? Two whole months?) I shared my experience at the beginning of the home buying process and the ups and downs of online mortgage tools. Now that I’m past the buying process and into the owning process–which is both way better and way scarier, by the way– I can…

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How to keep your credit union’s website clean and member-focused

Congrats! You’ve launched a spiffy new website or redesign for your credit union. It’s simplified, optimized, and all around a sleek, lightning-fast, results-oriented, member experience powerhouse, with tightly focused navigation, and a mobile-first interface based on the latest and greatest principles of behavioral analytics. And then the requests start trickling in. “Hey, can we add…

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ICYMI (In Case You Missed It)

In Case You Missed It – 6.18.25

A look at the GENIUS Act. Making your CU’s mission the a priority. Helping members through the ups and downs of real life. Putting an end to penny production. The importance of social media and AI. Here’s what we noticed, in case you missed it: So, uh, is the GENIUS Act good or bad or…

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That's a lot of value for the low price of free

Fabulous FREE stuff for credit unions

There’s no denying that, well, everything is more expensive now. It feels like every day prices are going up, and we know by now that they’re never coming back down. It’s been happening for years and it’s not getting any better. And most importantly, we’re all just tired. But we CAN reject the idea that…

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Credit union website analytics: mysteries we can’t explain

We’ve been building and managing credit union websites for a long time. Over the years we’ve pondered a lot of Google Analytics, Google Search Console, and Microsoft Clarity data, and used that information to guide website strategies, optimize search results, and power continuous improvements.  And yet… there are still some mysteries lurking in those numbers,…

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ICYMI (In Case You Missed It)

In Case You Missed It – 5.28.25

Thoughts on yet another lending fintech, creepy AI images, partnership ponderings, weird times (again), and more. Here’s what we noticed, in case you missed it. Is home equity and mortgage lending still fundamentally local? This week’s Exploding Topics (a free weekly newsletter highlighting the latest trends using search data – definitely worth subscribing) discussed Figure…

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You won't believe #3! (Actually, you will.)

Five shocking things you didn’t know about credit union websites

We’ve built and managed a lot of credit union websites over the years, and we’ve found that there are a quite a few things that make credit union websites very different – sometimes in unexpected ways. 1)  People are Googling your credit union, not your products. The Google Search Console stats are very clear and…

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Welcoming people who speak other languages doesn’t have to be all or nothing.

OMG: The Overwhelmed Marketer’s Guide to Multilingual Members

As of the last census, about one in five people in the US spoke a language other than English at home. Of course, many of those folks are perfectly comfortable doing business in English. However, pretty much everyone feels more welcome and comfortable when they’re greeted and served (if possible), in their first language. Even…

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Home buying with Sam, Part 1

Are your online mortgage loan tools actually helpful?

I’m already in my mid-30s, married, bought a new car, and have a toddler, so I thought I would complete my “ideal credit union member” bingo card by buying a house. In related news, this is going to be a shorter blog post because I’m in the process of buying a house. ARGH! On another…

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ICYMI (In Case You Missed It)

In Case You Missed It – 4.30.25

Strategy, artificial intelligence, marketing sensitivity, collective action, and website accessibility. Here’s what we noticed, in case you missed it: Strategy ain’t rocket surgery I enjoyed reading this simplified approach to strategic planning, from Catie McDonald of FarWell advisors, “The secret to a successful strategy is surprisingly simple” The word “strategy” still seems to provoke fear…

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