STRATMOR Workshops

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Workshops Designed For Today’s Mortgage Lender

This is a challenging time for the mortgage industry, and a lender’s executive team needs insights into the what works — and what doesn’t. One of the best sources of real-world mortgage experience is other lenders. This is why STRATMOR created the STRATMOR Workshops series.

STRATMOR Workshops provide lenders with a unique, highly-interactive forum in which to discuss critical business issues, strategies and tactics and share ideas and insights with fellow mortgage executives. Our Workshop events facilitated by the STRATMOR team are function or channel specific and attract hundreds of lenders, each who learn from their peers and leave with deeper insights and practical advice for improving their business.

The STRATMOR Workshop Series

STRATMOR Workshops meet online or face-to-face, and we offer discounted pricing for early registration and for team participation. Contact us for more information.

Capital Markets Oversight Workshop

The effective management, oversight and understanding of capital markets directly and significantly impacts profitability for mortgage bankers. The Capital Markets Oversight Workshop is designed for executives interested in optimizing the performance of their capital markets teams and improving the effectiveness and oversight of this critically important and complex function. STRATMOR subject matter experts will share insights from years of experience in working with capital market clients, and participants will benefit from the highly interactive discussions with peers exploring what works and what doesn’t in capital markets.

For more information on this Workshop and to register contact us.

Customer Experience Workshop

Insulating your revenue – and perhaps growing it – in a flat, purchase-centric market requires maximizing referral revenue by optimizing the customer experience. The STRATMOR Customer Experience Workshop is designed to give lenders specific, actionable ideas to improve the customer experience and create raving fans. This highly interactive workshop features practical discussions with like-minded peers, facilitated by STRATMOR experts, and focuses on creating a culture of customer satisfaction, developing transparency and strategies and tactics in reputation management.

For more information on this Workshop and to register contact us.

Consumer Direct Workshop

STRATMOR’s Consumer Direct Workshop brings together CD executives from a wide range of lenders to discuss key trends, developments and issues affecting Consumer Direct mortgage lending. Included will be data-driven discussions of economic trends, financial performance and productivity metrics along with in-depth discussions of the latest trends in the evolving Digital Mortgage Environment. Facilitated by Senior Partner Garth Graham, the CD Workshop is our most popular event.

For more information on this Workshop and to register contact us.

Operations Workshop

Operations executives continue to look for ways to improve efficiency and reduce costs while supporting the strategy of the enterprise. The Operations Workshop is facilitated by STRATMOR experts around the increasing operational efficiencies through addressing issues with people, processes and technology. Specific topics include incentives and compensation, process improvement approaches, and implementation and business requirements development. Perfect for Chief Operating Officers and Operations Directors.

For more information on this Workshop and to register, contact us.

Would you like to know more about STRATMOR Workshops?

Contact us to find out about future STRATMOR Workshops and to learn why our small-group meeting format makes for a much superior learning experience.