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 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 guture state of LOS configuration, “In The Spotlight” looks at results of a survey regarding recruitment and retention of Branch Managers, and “Speaking Borrower Satisfaction” featurs 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 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” focuses on LO turnover data, “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 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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Volume 1, Issue 1 July 2016

Featuring: The State of Digital Mortgage

Welcome to our first edition of STRATMOR Insights, a free monthly report from STRATMOR Group. Each month’s Report contains 3 to 4 data-driven sections plus a longer In-Focus article containing a STRATMOR’s perspective on a key industry issue or development. This inaugural issue features an article on the evolution and outlook for the Digital Mortgage, written by Senior Partner Garth Graham.

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