Our Business Philosophy

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Our Business Philosophy

Our Vision and Purpose are realized by placing client results and ROI first. To do this, our business philosophy centers around six key areas.

Discovery/
Diagnostics

An initial assessment of performance aimed at identifying our client’s needs.

  • Sales
  • Fulfillment
  • Processing
  • Servicing
  • Secondary
  • Enabling IT Solutions
  • IT Infrastructure
DETAILS
  • Sales
  • Fulfillment
  • Processing
  • Servicing
  • Secondary
  • Enabling IT Solutions
  • IT Infrastructure

Consulting Solutions

Collaborate with client to leverage STRATMOR insights, products and services.

  • Customer Experience
  • Loan Manufacturing
  • Servicing Transfers
  • Program Management
  • IT Architecture, Integration
DETAILS
  • Customer Experience
  • Loan Manufacturing
  • Servicing Transfers
  • Program Management
  • IT Architecture, Integration

Strategy Realization

Assist client’s leadership team to implement and deploy solutions and transfer knowledge.

  • Mergers & Acquisitions
  • Strategic Intent
  • Target Operation Model
  • Core Capabilities
  • Business/IT Roadmap
  • Business Case
DETAILS
  • Mergers & Acquisitions
  • Strategic Intent
  • Target Operation Model
  • Core Capabilities
  • Business/IT Roadmap
  • Business Case

Program Management

Wellness Programs that provide clients with the information and education needed.

  • Structured Program Management Systems
  • Issue and Risk Reporting
  • Documentation
  • Training
  • Workshops
DETAILS
  • Structured Program Management Systems
  • Issue and Risk Reporting
  • Documentation
  • Training
  • Workshops

Wellness Checks

Periodic, independent assessments of key performance metrics or “vital signs.”

  • Performance Monitoring
  • Metrics/KPIs
  • Benchmarks
  • Borrower Satisfaction
  • Sales Performance
  • Customer Retention
DETAILS
  • Performance Monitoring
  • Metrics/KPIs
  • Benchmarks
  • Borrower Satisfaction
  • Sales Performance
  • Customer Retention

Knowledge Sharing

Studies, workshops and roundtables that provide mortgage-specific data through time.

  • Consumer Direct
  • Operations
  • Retail Sales and Marketing
  • Technology Insight
  • Compensation
  • Peer Groups
DETAILS
  • Consumer Direct
  • Operations
  • Retail Sales and Marketing
  • Technology Insight
  • Compensation
  • Peer Groups

Need insight from an experienced mortgage advisor who really understands the business from start to finish?

Need Help?

Reach out to us to discuss your specific needs.

contact@stratmorgroup.com

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