STRATMOR Consumer Direct Workshop

May 19 - 20, 2026

Virtual: Microsoft Teams

Workshop Details

In a market where margins are tight, competition is relentless, the cost to acquire is always a moving target, and borrowers are seeing more options for best-in-class digital experiences, “good enough” simply doesn’t cut it. The rapid innovations rooted in AI are likely to create some big winners and those who will fall behind. The key is to have a clear, cohesive strategy to turn Consumer Direct into a truly sustainable growth engine.

The STRATMOR Consumer Direct Workshop, led by Garth Graham and Brett McCracken, is designed to bring together the top mortgage leadership in the country to look at data, analyze trends, and discuss the future to ensure success. In a focused, executive-level session, we’ll help you pressure-test your current approach, identify where you’re leaving opportunity on the table, and start building a more intentional, scalable Consumer Direct strategy. It’s a great opportunity to align your leadership team, sharpen your perspective, and lay the groundwork for what comes next.

WORKSHOP DETAILS

Dates: May 19-20, 2026

Time: 2:00 – 3:30 PM ET each day

Location: Virtual, Microsoft Teams

Who Should Attend

Consumer Direct executives in charge of direct sales and marketing
Bank executives responsible for marketing and cross sell of existing bank customers
Call center managers responsible for supporting operations
Servicing retention executives responsible for recapture of runoff
Internet lending executives looking to expand their capabilities

Cost: $2,500 for up to THREE executives

Registration: Space is limited! Reserve your seat by May 10

WHAT TO EXPECT

This isn’t your typical “sit and listen” industry event. It’s a hands-on, data-driven working session where consumer direct executives roll up their sleeves with peers and STRATMOR’s seasoned consultants to dig into the issues that matter most to your bottom line.

During the workshop in May, you’ll:

Access insights and data from STRATMOR’s extensive experience working with clients in the Consumer Direct arena.
Identify hidden breakdowns across your funnel that are quietly eroding conversion, pull-through, and profitability
Get real-world strategies for improving lead conversion, lowering acquisition costs, and building stronger borrower relationships in a high-rate market.
Learn from peers and STRATMOR experts about what’s working now in sales execution, comp structures, marketing channel allocation, technology adoption, and more.
Walk away with practical, actionable insights you can apply immediately - not just high-level theory.

Seats are limited to ensure rich interaction. Secure your spot today and be part of the conversation shaping the future of Consumer Direct lending.

Agenda

May 19, 2026

2:00 pm ET to 3:30 pm ET
Session 1
Location: Microsoft Teams

May 20, 2026

2:00 pm ET to 3:30 pm ET
Session 2
Location: Microsoft Teams

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.

Registration

Consumer Direct Workshop - May 2026

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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.

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.

STRATMOR Consumer Direct Workshop

May 19 - 20, 2026

Virtual: Microsoft Teams

Workshop Details

Agenda

STRATMOR Experts

Registration

Consumer Direct Workshop - May 2026

Second Attendee Details

Third Attendee Details

Billing Details

How Can We Help?

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What Our Clients Are Saying

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