Rocket Companies Investor Presentation Deck
Multiple Drivers
of Growth
DIRECT-TO-CONSUMER
Investing in brand and
client acquisition
Growing digital adoption
RETAINING CLIENTS
FOR FUTURE
TRANSACTIONS
●
●
90%+ Net Client
Retention¹
Lifetime repeat
transaction and
cross-sell opportunity
ROCKET Mortgage
O Refinance Goal
O Borrower Info
O Home Info
O Mortgage Info
O Your Loan Solution
O Government Questions
Income And Assets
Ⓒ Finishing Up
O Rate Lock
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B
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Based on your refinance goal to:
Lower My Mortgage Payment
Our Recommendation
Your Mortgage
Based on your credit score and your goal to lower your monthly payment, we recommend
this mortgage. The following numbers are estimates and can change slightly between
locking your rate and closing on your loan.
Save $360/month
30-Year Fixed
Here's how we calculated your savings:
Current Monthly Payment
New Monthly Payment
Monthly Savings
Current Mortgage Info
(1) See endnotes #3 for a definition of our net client retention rate. Between 2017 and TTM
9/30/21 our net client retention rate has been 90%+.
Appennialay add in the hang muli kanday?
(888) 452-8179
$1,556
- $1,196
$360
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Summary
POWERED BY
ROCKET Pro
POWERED BY
ROCKET
Mortgage
POWERED BY
ROCKET
Mortgage
Technology
PARTNER NETWORK
Extending brand and
technology to partners
Adding new partners
Increasing share with
existing partners
●
ROCKET
Companies
ROCKET
Pro TPO
Morgan Stanley
State Farm
mint credit karma
charles AMERICAN
SCHWAB
EXPRESS
ROCKET + salesforce
Mortgage
Mortgage as a Service
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