STRATMOR Consumer Direct Workshop – LIVE in Chicago

May 21 - 22, 2025

Virtual:

Workshop Details

Join us in Chicago, May 21 and 22, 2025, for the STRATMOR Consumer Direct Workshop, designed specifically for CD lenders looking to remain competitive and grow their revenue in 2025.

STRATMOR experts and your lender peers will explore key strategies that will set you apart in a competitive market, from personalizing the customer experience to leveraging cutting-edge technology for increased efficiency. Potential discussion topics include:

  • Understanding the financial performance of Direct lenders
  • Focus on the primary business models – Recapture, Cross Sell, and New Customer Acquisition
  • How to streamline the mortgage process with automation
  • How to harness the power of direct marketing to generate high-quality leads
  • How to expand your product offering to reach untapped markets.
  • The importance of customer education and trust-building
  • Strategies for forging valuable partnerships to boost your referral network.

Space is limited. Learn more and reserve your seat today!

Agenda

No schedule found for this event.

STRATMOR Experts

Speaker(s):
Garth Graham, Senior Partner
At STRATMOR, Graham manages the company’s mergers and acquisitions activities, providing strategies for some of the largest Independent and Bank-owned mortgage lenders. He also leads the marketing strategy and execution practice, which focuses on lead generation and lead management methods and practices primarily for the consumer direct and retail mortgage origination channels. Garth has more than 30 years of experience in mortgage banking, ranging from Fortune 500 companies to successful startups, including management of two of the most successful e-commerce platforms. Garth is a sought-after speaker and mortgage advisor who has been quoted extensively in industry publications, resulting in more than 40 million press impressions over his career. Garth studied Economics and Computer Science at the University of Virginia and has completed Six Sigma Champion and Green Belt Training.
Brett McCracken, Senior Advisor
Senior Advisor Brett McCracken’s primary focus is consulting with banking and fintech clients on strategic direction and initiatives. His client work includes responsibility for go-to-market strategies, new opportunity acquisition, process analysis, complex front-end workflow design, UI/UX direction, brand management, and the consumer experience for both consumer direct and retail lending operations. McCracken’s most recent projects include helping clients design business process models and adaptative incubation funnels for marketing initiatives tied to either a unified tech stack or disparate data systems. This work entails deployment of technology that empowers consumers to self-provision online by leveraging sophisticated back-end data validation rules, dynamic pricing and other real-time data calls. He has also been responsible for the analysis, acquisition, and implementation of key cloud-based software platforms such as CRMs, lead management systems, business intelligence platforms, eMarketing, compliance, productivity tools, and point-of-sale systems. McCracken also works with lenders to understand the importance of secret shopping in efforts to analyze and improve their customers’ experiences with them.
Sue Woodard, Senior Advisor

Registration

How Can We Help?

STRATMOR works with bank-owned, independent and credit union mortgage lenders, and their industry vendors, on strategies to solve complex challenges, streamline operations, improve profitability and accelerate growth. To discuss your mortgage business needs, please Contact Us.

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contact@stratmorgroup.com

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