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CX

Shopping for a Home Loan: A Consistently Inconsistent Experience

One day while sitting at a quaint cafe in Italy, I noticed a husband and wife walk in. He was excited to order an ...
Full Article
How can mortgage lenders franchise their models to provide consistency with better economic outcomes?
September 2024
Strategies

Why Taking Time Off is Vital to Long-Term Sustainability

“Almost everything will work again if you unplug it for a few minutes, including you.” American writer Anne Lamott’s quote underscores a truth often ...
Full Article
Mortgage leaders need to be willing to focus on our own mental and physical health to provide impactful leadership for the health of our organizations.
August 2024
CX

Overcome Mortgage Miscues Like an Olympic Champion

Imagine training your whole life to compete at the Olympic level, finally achieving that goal, then showing up at the wrong venue on the ...
Full Article
How can lenders and loan officers protect against referral fallout when miscues happen?
August 2024
Strategies

Win the Coming Battle for the Purchase Money Market

A business referral partnership takes years to build. It takes time to establish trust, which is the bedrock of a good relationship. When trust ...
Full Article
An increase in purchase-money business that comes as a result of falling rates will NOT help all lenders.
July 2024
CX

Shark Proof Your Business for the Next Refi Wave

I had a near-death experience once that I’ll never forget. Of all the places one could end up after college, I somehow found myself ...
Full Article
How can mortgage lenders shark proof their business and make sure they catch the next refinance wave?
July 2024
Strategies

Why a Refi Wave Won’t Save Every Lender and How to Prepare

Living as I do so close to the Florida shoreline, I’ve seen firsthand what a rising tide does to all boats. The philosophers are ...
Full Article
When the coming wave of mortgage refinances appears, it will be very different from the past.
June 2024

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