Tropical Financial Credit Union’s Erick Padron shares why an annual mortgage review can be a meaningful way for credit unions to stay connected with members long after closing. These personalized conversations help ensure a member’s mortgage continues to fit their needs while opening the door to discuss important changes—from home equity and refinancing opportunities to debt consolidation and other financial goals. Read the full ACUMA article to learn how regular mortgage check-ins can build stronger relationships, encourage long-term loyalty, and help members make the most of their financial future.
Article written by Peter Benjamin, CMB | Acuma August 07,2026