Consumer Direct Workshops

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Learn What Your Peers Are Doing In This Fastest Growing Origination Channel

The roundtable format of STRATMOR’s twice-a-year, 1 ½  day Consumer Direct Workshops provides a unique forum for highly interactive discussions of critical business issues, operating tactics, strategies and current hot-buttons within Consumer Direct lending. This workshop is expressly designed for:

  • Consumer Direct executives in charge direct sales and marketing
  • Bank executives responsible for marketing and cross selling of existing bank customers
  • Call center managers responsible for supporting bank branch operations
  • Internet lending executives looking to expand their capabilities
  • Servicing retention executives responsible for retaining servicing run off

Topics addressed within the workshop will typically include such topics as:

  • Historical and current production trends for consumer direct
  • Cost to produce, cost per lead, cost per closed loan
  • Productivity by position
  • Operational metrics including UW turn times, lock to close cycle times, submit to final approval
  • Sales recruiting, compensation and retention strategies
  • How to penetrate purchase market (lead incubation, conversion, flow)
  • Customer satisfaction research (based on MortgageSAT data)
  • Lead conversion challenges and metrics
  • Bank branch referral and marketing strategies
  • Cross selling – products and techniques


Find out about future STRATMOR workshops, participate and learn why our small-group meeting format makes for a much superior learning experience. Find a Workshop!