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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
CX

Horses to Headsets: The Evolving Model of Mortgage Success

I sometimes wonder where I’d go first if I had a time machine. Maybe I’d go back to 1952 and fulfill my childhood dream ...
Full Article
How will history judge our current thinking about the path to success in the mortgage industry
June 2024
Strategies

All Hands on Deck: Action Ideas for Banks

The current downturn in overall mortgage volume has many lenders searching for ways to boost their bottom line and revive profitability. Firms with extensive ...
Full Article
Firms with extensive referral and customer relationships, which can lead to reasonable levels of purchase money business even in this lower home sales environment, are having a better time navigating these difficult waters.
May 2024

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