STRATMOR Insights

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Monthly Email Report Exploring The Latest Mortgage Industry Trends And Issues

At STRATMOR Group, we have our finger on the pulse of the mortgage industry each and every day through our consulting engagements, peer networking programs and proprietary benchmarking research. We have created a monthly email report called STRATMOR Insights that shares our perspectives and research findings to help lenders discover innovative ways to accelerate growth, improve operations and reduce risk.

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Volume 2, Issue 7 July 2017

Featuring: Transfer of Servicing (“TOS”) — A Battle Tested Methodology

This month we feature an In-Focus article written by Senior Partner Michael Grad. This article is about Servicing relationships and, in it, Michael illustrates that, in the context of Transfer of Servicing, our focus is the successful transfer of the relationship of the borrower, not the loan.

Rounding out the issue, Mortgage Metrics Matter connects the dots with a comparison of loan originator compensation and sales support at Banks versus Independent lenders. And in Speaking Borrower Satisfaction, the Topic of the Month looks at how borrower attributes affect borrower satisfaction.

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Volume 2, Issue 6 June 2017

Featuring: The Seven Commandments for Achieving Borrower Satisfaction

This month we feature an In-Focus article written by Senior Partner Garth Graham. Based on MortgageSAT data, Garth lays out “The Seven Commandments for Achieving Borrower Satisfaction,” which he also notes are simply common-sense rules.

Rounding out the issue, Mortgage Metrics Matters considers loan originator productivity as it differs between Bans and Independent lenders. And in Speaking Borrower Satisfaction, we address the question of: How Much Does Closing Time Matter?

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Volume 2, Issue 5 May 2017

Featuring: The Changing Credit Landscape: What It Means For Originations

This month we feature an In-Focus article written by Senior Advisor Rob Chrisman.  Rob discusses loosening credit underwriting standards and what this means for originations.

Rounding out the issue, Mortgage Metrics Matter presents results dealing with Document Preparation. Our In The Spotlight piece shares some results of the March Spotlight survey dealing with lender responses to perceived benefits and barriers of Digital Mortgage, and Speaking Borrower Satisfaction features topic of the month Does Size Matter?, which looks at lender size in relation to borrower satisfaction.

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Volume 2, Issue 4 April 2017

Featuring: Fantastic Business Analysts and Where to Find Them

This month we feature an In-Focus article written by Senior Partner Len Tichy.  Len addresses the importance of the Business Analyst, how they’re critical to IT project success, and just where to find them.

Rounding out the issue, Mortgage Metrics Matter outlines the differences in compensation between Retail and Consumer Direct originatiors, In The Spotlight looks at Bank mortgage loan referral practices, and Speaking Borrower Satisfaction features topic of the month: Choosing a Lender.

 

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Volume 2, Issue 3 March 2017

Featuring: LOS: What’s the Score? What’s In Store?

Our March issue features an In-Focus article written by Senior Partner Garth Graham.  In his piece, Garth takes a closer look at Lender expectations, drawing from the wealth of STRATMOR’s proprietary survey data to address current issues for Lenders.

Rounding out the issue, Mortgage Metrics Matter focuses on the current and future state of LOS configuration, In The Spotlight looks at results of a survey regarding recruitment and retention of Branch Managers, and Speaking Borrower Satisfaction features topic of the month: The Closing Experience.

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Volume 2, Issue 2 February 2017

Featuring: What Prospective Sellers Can Learn From Today’s M&A Marketplace

Our February issue features an In-Focus article written by Senior Partners Jeff Babcock and Jim Cameron.  With interest rates on the rise and origination volumes likely to be down as refinances diminish, it’s not too early for many lenders to think about selling their firm and ways to maximize value.

Rounding out the issue, Mortgage Metrics Matter focuses on processor incentive plans, In The Spotlight looks at results of a survey that looked at post-TRID underwriting practices, and Speaking Borrower Satisfaction featurs topic of the month: Problems, Problems!

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Volume 2, Issue 1 January 2017

Featuring: Managing by the Numbers

Our January issue features an In-Focus article written by Senior Partner and Founder Dr. Matt Lind. In this article, Matt focuses on key ways lenders can and should improve by using performance benchmarking as the core basis for managing a lending operation.

Rounding out the issue, Mortgage Metrics Matter provides lenders with some valuable insights into the makeup of their sales force and how it compares to peer lenders, In The Spotlight looks at results of a survey that researched lender strategies for recruiting and retaining seasoned LOs, and Speaking Borrower Satisfaction addresses the question: Are all borrowers treated the same?

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Volume 1, Issue 6 December 2016

Featuring: Looking Back From the Future

Our December issue features an In-Focus article written by Senior Partner Len Tichy. In this article, Len looks back from the future to discuss how “the more things change, the more they stay the same” in the mortgage industry.

Rounding out the issue, Mortgage Metrics Matter looks at lender satisfaction with their current LOS, In The Spotlight highlights key Spotlight Survey findings addressing production outsourcing insights, and Speaking Borrower Satisfaction looks at The Value of Increased Borrower Satisfaction.

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Volume 1, Issue 5 November 2016

Featuring: Leadership Through Horse Sense

Our fifth issue features an In-Focus article written by CEO, Lisa Springer. In this article, Lisa shares the leadership discoveries she’s learned from her horse, Stryker, and how they apply to the business world.

Rounding out the issue, Mortgage Metrics Matter looks at selection of the best LOS for your business, In The Spotlight highlights key Spotlight Survey findings addressing lender practices and plans regarding measurement of borrower satisfaction, and Speaking Borrower Satisfaction looks at lack of growth for Consumer Direct.

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Volume 1, Issue 4 October 2016

Featuring: The Value of Customer Retention And What To Do With It

Our fourth issue features an In-Focus article written by Senior Partner Dr. Matt Lind, a STRATMOR founder and head of our internal development activities. In this article, Dr. Lind presents an analysis on how the likelihood of borrower retention affects the economic value of a mortgage servicing right.

Rounding out the issue, Mortgage Metrics Matter looks at Originator Census Survey findings, In The Spotlight highlights key findings from the recent Spotlight Appraisal Process and Turn-Times Survey, and Speaking Borrower Satisfaction discussess 2016 MortgageSAT data.

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Volume 1, Issue 3 September 2016

Featuring: The Search for Believable LOS Returns

Our third issue features an In-Focus article written by Senior Partner, Len Tichy, head of our IT and Operations Advisory Services. He addresses the failure or our industry to develop credible methodology for measuring return on investment on LOS systems. Fortunately, Len lays out an “LOS Shootout” approach to address this.

Rounding out the issue, Mortgage Metrics Matter looks at LO Compensation plans, In The Spotlight highlights key findings from the recent LO Hiring Insights survey, and Speaking Borrower Satisfaction discussess 2016 MortgageSAT data.

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Volume 1, Issue 2 August 2016

Featuring: The Importance of “Character” in Negotiating a Successful Acquisition

This month, our In-Focus think-piece focuses on the importance of “character” during negotiation of an acquisition, our Mortgage Metrics Matter section takes a look at some of the key results regarding Underwriter Compensation, In The Spotlight highlights some of the key findings coming out of a recent Spotlight survey and in Speaking Borrower Satisfaction, you’ll learn that June’s National Borrower Satisfaction Index dropped slightly.

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