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CX

When AI Has the Answers, How Do Loan Officers Build Trust?

I bought one of those silicone microwave popcorn bowls recently and gave it a spin the other night. It took forever for the first ...
If AI becomes the borrower’s source of information, how does the loan officer remain their source of trust?
Strategies

What Building a House Is Teaching Me About Succession Planning

I’m building a custom house in another state, on top of a mountain. Every decision on my house has already been made. We’ve chosen ...
Succession planning usually breaks down not in the big decisions, but in the one dependency underneath it that nobody stress tested.
M&A

Mortgage M&A Readiness Assessment

Every mortgage transaction starts with a strategic rationale. Growth. Scale. Market expansion. Talent acquisition. Channel diversification. Balanced business model. Vertical integration. Access to more ...
CX

Turning Borrower Referral "Likelihood" into Real Referrals

We had some plumbing work done this past week and I used the same plumber I’ve used several times over the years. He’s reliable, ...
What turns a mortgage borrower's willingness to recommend into an actual referral?
M&A

Succession Planning Assessment

Margins are tighter than they used to be. Rates are stuck in the “higher for longer” pattern.  The bar for technology keeps rising. And ...
M&A

Mortgage M&A Value Drivers

Why do some mortgage companies command premium valuations while others with similar production volumes, revenues, or earnings struggle to attract buyer interest? The answer ...

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