Consumer Direct Roundtables

Learn What Your Peers Are Doing In This Fast Growing Channel

The format of STRATMOR’s Consumer Direct Roundtables provide a unique forum for highly-interactive discussions of critical business issues, operating tactics, strategies and current hot-buttons within Consumer Direct lending. This workshop is expressly designed for:

  • Consumer Direct executives in charge direct sales and marketing
  • Bank executives responsible for marketing and cross selling of existing bank customers
  • Call center managers responsible for supporting bank branch operations
  • Internet lending executives looking to expand their capabilities
  • Servicing retention executives responsible for retaining servicing run off

Consumer Direct topics include:

  • Historical and current production trends for consumer direct
  • Cost to produce, cost per lead, cost per closed loan
  • How to penetrate purchase market (lead incubation, conversion, flow)
  • Customer satisfaction research (based on MortgageSAT data)
  • Lead conversion challenges and metrics
  • Bank branch referral and marketing strategies
  • Cross selling products and techniques


Contact us to find out about future STRATMOR roundtables and to learn why our small-group meeting format makes for a much superior learning experience.