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CX

Drive More Revenue by Rethinking Your Mortgage Broker Relationships

This past weekend, I found myself eating a melting protein bar in a hot, crowded, outdoor venue that smelled vaguely of barnyard animals and ...
For mortgage lenders in the Wholesale space, the rate sheet may feed short-term sales, but relationships with mortgage broker partners will ultimately determine long-term success.
Strategies

Home Equity Lending: Opportunity, Necessity or Distraction?

Mortgage bankers are continuously focused on new products to gain a competitive edge. This is typically done to take advantage of the normal ebbs ...
Mortgage lenders in 2023 are considering their mortgage loan product line. STRATMOR analyzes the home equity lending market.
CX

Strategic Moves for Long-Game Mortgage Success

Have you ever heard this Warren Buffett quotation? “I’m not concerned with the noise because I’m playing the long game.” If not, it’s probably ...
Mortgage lenders can learn from Warren Buffett and Jay-Z how to play the long game in business strategy.
Strategies

What A Burger Chain Can Teach the Industry About Secret Shopping

Recently, I found myself in an oddly slow-moving elevator listening to two people engaged in a passionate discussion about the restaurant Five Guys. “No ...
What Five Guys burger chain can teach mortgage lenders about secret shopping.
CX

Score a CX Victory Over Last-Minute Loan Volatility

In a year and an industry when every month seems to produce its own variety of madness, there’s something settling about the reliability of ...
Mortgage originators can score a buzzer-beating victory borrowers by minimizing end-of-game miscues.
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 ...
Mortgage lending at the intersection with wealth management may be more work, cost and stress than usual but the rewards can be great.

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