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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 ...
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What Five Guys burger chain can teach mortgage lenders about secret shopping.
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.
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.
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
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.
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

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