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Strategies

Consolidation in the Mortgage Industry: M&A Strategies for Lenders

Good planning and preparation are key components to success. Each enable us to act intentionally and in a timely manner when required. Looking back ...
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a chess piece combining both colors shows how mortgage lenders have an M and A opportunity to consolidate
CX

How to Play the Long Game in Mortgage Originations

October has long been my favorite month, partly because it’s the season of apple-picking, pumpkin spiced donuts and trick-or-treating. But even more than that, ...
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Aaron Judge success teaches mortgage originators how to win the long game.
Strategies

Designing a Race-Winning Mortgage Customer Experience

I was maybe six years old the first time I saw a NASCAR® race on TV. I remember I was thoroughly unimpressed. The only ...
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mortgage lending roles and technology parallel those of auto racing pit crews.
CX

Customer Experience on the Front Lines: Turning Vision into Action

Typing this from 30,000 feet on my fifth flight of the week, I suppose it is only natural that the customer experience of weary ...
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mortgage lenders need to create a vision for front line mortgage staff focused on the customer experience.
Strategies

Strategies for the Down Cycle: Options for Mortgage Lenders

Psychologists estimate that the average person makes as many as 35,000 decisions per day. Many decisions we make subconsciously, and out of habit; other ...
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mortgage lenders face tough decisions in the 2022 lending environment
CX

A CX Strategy to Put the Odds Ever in Your Favor

When the movie “The Hunger Games” came out back in 2012, I remember thinking to myself, “This is very intriguing. A winner-takes-all, life-and-death game ...
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Mortgage lenders need to bravely climb the rocky cliffs of improving the customer experience in a down market

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