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CX

Making the Servicing Relationship Irreplaceable

The other night, I was helping my youngest daughter look for a stuffed animal she absolutely could not sleep without. It was one of ...
Thoughtful, appropriate connection between original loan officers and their past clients ensures that familiarity does not erode over time.
Strategies

Running with Purpose: Mortgage Leadership in the Year of the Horse

This month, millions around the world are marking the Chinese New Year. In Chinese tradition, the Lunar New Year is not just a celebration ...
CX

When the Loan Process Strains, What Will Borrowers Remember?

Get ready. It’s Olympic season! I’m going to age myself here, but there’s a moment from the 1992 Olympics (no, not the Dream Team) ...
When the mortgage loan process strains, what will your borrower remember?
Strategies

Prepare for Takeoff: AI and the Fight for Mortgage Lending Efficiency

Anyone who travels as much as some of us at STRATMOR do develops a healthy appreciation for airports — and not just the terminals ...
While lender interest in AI continues to grow, many organizations are still experimenting rather than operating with a clearly defined AI strategy.
CX

Future Proofing CX Before Volume Returns

Years ago, I hosted what was supposed to be a small, casual New Year’s Eve party. Just a handful of friends, some appetizers, and ...
What will separate mortgage lending CX winners from the pack in 2026, and what should lenders be doing now to stay ahead?
Strategies

The ROI of “Why”

Recently, I spent nearly half an hour on the phone with a loan officer who wouldn’t remember me the next day. Let me back ...
Mortgage lenders pour millions into marketing and technology, yet lose qualified borrowers because the experience feels mechanical and impersonal.

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