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Strategies

At the Intersection of Mortgage Lending and Wealth Management

The main intersection near my house is being torn up and replaced. What were previously three lanes in each direction are now down to ...
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Mortgage lending at the intersection with wealth management may be more work, cost and stress than usual but the rewards can be great.

February 2023

How to Preserve Mortgage Borrower Delight on a Bumpy Loan Road

As I was turning onto a highway on-ramp the other day, the front left corner of my car dropped and I heard an ominous ...
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mortgage lenders can smooth the potholes in the borrower loan experience with good customer service.

February 2023

Strategies

Unlocking the ROI of Mortgage Technology

“Grab a water, grab a towel, get your life together, boo.” — Cody Rigsby, Peloton® instructor If you are able to read and hear ...
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Mortgage lenders need to exercise their technology to unlock the ROI it brings.

January 2023

How Can Lenders Thrive in a Post-Meltdown Mortgage World?

I’ve been binge-watching the final season of The Walking Dead lately and thinking about the crossroads at which the show’s characters find themselves season ...
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