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STRATMOR INSIGHTS

Mortgage servicing has become a critical battleground—and opportunity—for lenders looking to boost retention, improve efficiency, and stay ahead of regulatory pressure. This article offers practical insight into what’s working, what’s changing, and how STRATMOR is helping lenders transform servicing from a cost center into a competitive edge.

IN THE NEWS

National and industry publications speak with STRATMOR experts on topics relevant to mortgage professionals.

2025 TECHNOLOGY INSIGHT® STUDY

As the only independent study of its kind in the industry, the Technology Insight® Study provides a candid view of how mortgage lenders perceive the technology platforms and vendor support they depend on daily. Take the Lender Intelligence survey today.

Advisory Services

At STRATMOR, we understand how the mortgage business works. We apply our insights
and knowledge to guide our mortgage clients to make sound strategic decisions and take actions that improve their success.

STRATEGY DESIGN & EXECUTION
MARKETING/SALES OPTIMIZATION
MORTGAGE CX

OPERATIONS OPTIMIZATION
MERGERS & ACQUISITIONS
KNOWLEDGE SHARING

Rob
Chrisman

Rob Chrisman Perspectives

INDUSTRY PERSPECTIVES BY ROB CHRISMAN

The Tax and Spending Bill: The Impact on Borrowers

July 10, 2025
On July 4, President Trump signed the tax and spending package legislation into law. The Mortgage Bankers Association (MBA) stated that the final tax package “preserves or strengthens — and makes permanent — numerous pro-housing and pro-economic growth tax provisions…...
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Beyond the Primary Market: How MBS and ABS Impact Lending Strategy

June 11, 2025
There’s a myriad of places where individuals, families, and institutions can invest their money. In the residential mortgage space, lenders and investors often focus on residential mortgage-backed securities (RMBS), commonly referred to as MBS. This falls under the “secondary market,”...
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Compensation is Still Lender’s Largest Expense

May 19, 2025
I was at an event recently and there was an audience of originators from credit unions, banks, and independent mortgage banks (IMBs). The organizer told me, “Don’t talk about comp. The IMB LOs all make 75 to 150 basis points...
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What Our Clients Are Saying

The STRATMOR Group has the competency and discipline to assess current performance metrics relative to industry peers, and the experience to provide thoughtful considerations to maximize your mortgage team's future opportunities.
Andrew Guzzo - Chief Banking Officer and President, Merchants Bank
Absolutely loved our experience with STRATMOR. Every member of the team is knowledgeable, responsive and kind. Every aspect of the project was managed well, and we were delighted with the final results. I honestly can't say enough good things about the team and the service they provide!
Michael Murphy - Product Marketing, Reggora
The STRATMOR Team is highly professional, collaborative, and very responsive. The partnership began with the STRATMOR Team thoroughly understanding our needs, perceived issues, and potential problems. STRATMOR brought expertise to the table at every turn, and their solutions were sound and executable.
John Stocchetti - EVP, Group Head, Mortgage Partnership Finance® Program, FHLB Chicago
Through a fast-paced yet comprehensive dive into our Consumer Direct Division, STRATMOR helped Arvest chart the course to the next level. They understood our technology-minded goals and listened to our customer-focused priorities, to provide a highly actionable strategy document to help us navigate the path to even greater success.
Shawn Karnes - Executive Director, Mortgage Sales and Development, Arvest
Any bank struggling to make mortgage lending work should contact STRATMOR. They can help put together a strategy to improve efficiencies and profitability to make mortgage banking successful. And, if you already have a good mortgage lending team, STRATMOR can help identify ways to take it to the next level.
Paul Peterson - SVP, Director of Mortgage Banking, Glacier Bancorp Inc.

The Data-Driven
Mortgage Advisory

Trending Now

STRATMOR INSIGHTS

IN THE NEWS

2025 TECHNOLOGY INSIGHT® STUDY

Advisory Services

Get the data you need

Rob Chrisman Perspectives

The Tax and Spending Bill: The Impact on Borrowers

Beyond the Primary Market: How MBS and ABS Impact Lending Strategy

Compensation is Still Lender’s Largest Expense

What Our Clients Are Saying

How Can We Help?

Site Map

The Data-Driven Mortgage Advisory

Trending Now

STRATMOR INSIGHTS

IN THE NEWS

2025 TECHNOLOGY INSIGHT® STUDY

Advisory Services

Get the data you need

Rob Chrisman Perspectives

The Tax and Spending Bill: The Impact on Borrowers

Beyond the Primary Market: How MBS and ABS Impact Lending Strategy

Compensation is Still Lender’s Largest Expense

What Our Clients Are Saying

How Can We Help?

Site Map

The Data-Driven
Mortgage Advisory