Knowledge Transfer

The watchword for the current mortgage lending business environment is “change,” including tremendous changes in technology, consumer behavior and regulation. STRATMOR believes that lenders that have superior in-house capabilities to manage change across their company’s many functions and disciplines will define the next generation of modern-day lenders.

STRATMOR’s Knowledge Transfer Programs

Our programs provide collaboration, mentoring, and training for all levels of a lender’s organization. These programs are designed to:

  • Provide objective, self-assessments and scorecards as to how the company stacks up to its peers and C-level roundtables designed to initiate insightful collaboration.
  • Create a firm foundation to assist with staffing changes, including overall health checks and change management procedures for each organization.
  • Stabilize, optimize and transform lenders’ organizations by skillfully deploying well-documented strategic and operational training programs. The programs include tailored approaches to methodologies and best practices based on the organization.

Our Workshops are designed to meet the needs of mid-tier mortgage executives who manage mortgage company business units. We offer:

  •  Consumer Direct Workshop
  • Chief Information Officer (Technology) Workshop
  • Business Analyst Training
  • Best Practices: Selecting and Procuring Technology
  • Optimizing Back-Office Fulfillment and Support Operations
  • Customer Experience Workshop
  • Capital Markets Oversight Workshop
  • Project and Program Management (PMO)
  • Change Management


Mortgage Disciplines Training (MDT) programs that support the lender’s sales, fulfillment, growth and profitability goals. MDT programs build upon a lender’s existing mortgage training tools (or we create new ones) and leverage STRATMOR’s industry best practices and knowledge. We offer:

  • Custom corporate-wide training programs to support lenders’ sales and fulfillment growth goals.


Contact us today to find out how STRATMOR’s Knowledge Management Programs can help upgrade your company’s in-house management capabilities.