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Strategies

Consumer Direct: It’s Nurture vs Nature in Purchase Business

Often, my articles start with data. Today, I start with a story. Pretend you are at a cocktail party (a gathering that occurred pre-Covid ...
It is nurture over nature with borrowers in mortgage purchase market
CX

Mapping the Evolving Customer Journey

By all accounts, the buzzword for mortgage lenders headed into 2022 is growth. In our meetings at the most recent Mortgage Bankers Association Annual ...
The evolving mortgage customer journey
CX

Channel “Grinch Energy” for Success in 2022

I have a “Grinch” t-shirt that I wear around the holidays. People assume it’s because I don’t like Christmas, but they’ve got it all ...
mortgage lenders find your transformational Grinch energy for success in 2022
Technology

Digital Success: The Power of Process Led Implementation

There was a time when the home finance industry was the poster child for slow technology adoption. It was as if the industry was ...
mortgage lenders who choose the right solutions to empower their teams to serve borrowers and who implement new technologies effectively can be strategy superheroes
CX

From Chaos to Order: An Award-Winning Mortgage CX Strategy

Move over Rocket Mortgage (formerly Quicken): there’s a new customer experience sheriff in town and its name is Guild Mortgage! The last several years ...
Mortgage lenders face off in the customer experience battle.
CX

Can CX Help Banks Win Back Market Share?

Is it just me, or does 2010 not seem like that long ago? We had the iPhone 4 in our pockets, Toy Story 3 ...
tug of war between independent and bank mortgage lenders for customers.

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