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Strategies

Rethinking the Role of Mortgage Servicing

For years, servicing has been treated like a pawn on the mortgage lending chessboard—important, but largely seen as a back-office function. In 2025, the ...
Mortgage servicing has moved from the sidelines to center stage, evolving into a queen-like force—versatile, strategic, and capable of driving meaningful advantage.
CX

‘Peak Polling’ of Mortgage Borrowers Creates Costly Blind Spots

I’m married to a professional stylist. This means despite my keen sense of fashion (self-ascribed), she’ll often gently inform me that I’ve bought the ...
A closed loan means you technically “delivered.” But if the journey was confusing, scattered, or slow, the borrower may quietly vow: “Never again.”
Strategies

Navigating Policy Shifts and Profit Pressures

I spend a lot of time in our nation’s capital for various reasons, not the least of which is spending time with my 99-year-old ...
In a market that’s shifting fast on everything from federal policy to tech disruption, this is a pivotal moment for lenders to reassess their strategy.
CX

Flipping the Script on Borrower Retention

Let me start with a confession. Last week at church, a guy walked up to me with a huge grin. “Mike! Great to see ...
What can mortgage servicers do to flip the script on borrower retention?
CX

Finding Opportunity in a Scarce Mortgage Market

I realize this will make me sound like an “old man,” but it must be said: Today’s Easter egg hunts are soft. Kids barely ...
How can lenders and loan officers find the golden eggs in a scarce mortgage market?
Strategies

Laying the Foundation for a Seamless Digital Mortgage Experience

Last month, STRATMOR Principal Kris van Beever laid out a compelling vision for what’s possible through AI, automation, and digital transformation. But as any ...
Are we laying solid foundations for automation and AI within our organizations, or are we encountering constant delays, rising costs, and missed expectations?

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