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Article Library


End Well by Starting Right: Provide an Initial Checklist

My wife likes to tell the story of how we first met, which culminates in a teeter-totter moment of decision where she very nearly ...
mortgage loan processors provide an initial checklist to borrowers to help start the origination process well.

How Mortgage Lenders Can Make Economics, Operations and Technology Actionable

As we approach the halfway mark for 2021, now is a good time to level-set, to take a moment to get our bearings and ...
mortgage lenders need to keep their eye on the prize with strategies to meet the changing market.

What’s Keeping Mortgage Servicers Awake at Night?

2020 was a very busy year for those of us tasked with advising mortgage lenders and loan servicers on their servicing retention strategy. By ...
mortgage servicer losing sleep over strategies

Connecting with Servicing Borrowers Key to Increased Retention

When a borrower completes the mortgage loan process, there is a strong chance that they will have positive feelings about it. Whether it’s relief ...
Happy mortgage borrower talks to servicing provider by phone

People, Productivity and Compensation: 2021 Mortgage Ops Challenges

In February, I had the privilege of facilitating two “deep dive” Operations Workshops with a total of 120 operations executives representing 49 different mortgage ...
Mortgage lenders discuss key issues and challenges in the mortgage market as the industry transition to a new normal.

Navigating Last-Minute Loan Process Volatility

It’s March … again. This week marks one year since I filled out my first-ever 100 percent accurate NCAA Basketball Tournament bracket — I ...
four guys enjoying basketball game on television

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