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 what works — and what doesn’t. One of the best sources of real-world mortgage experience is other lenders.  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.

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.

Private Wealth Workshop

This highly interactive, virtual workshop is for private wealth executives and senior mortgage executives who support this specialized group of borrowers, with responsibility for mortgage sales, operations and/or product management. Sessions focus on certain aspects of private wealth lending based on participant preferences, and participants meet in two-hour sessions over a three-day period. This workshop is by invitation only and open to banks and investment advisory firms with private wealth / high net worth lending units.

For more information on this Workshop, contact us.

Retail Sales and Marketing

STRATMOR’s Retail Sales and Marketing Workshop is designed for senior distributed retail sales and marketing executives and offers insight into the latest issues, challenges, and successes for lenders as we shift to a purchase market. This workshop focuses on topics such as effective sales management, recruiting, training, compensation structures, referral source engagement and communication, customer engagement and retention, top of funnel marketing, and customer experience issues. STRATMOR will utilize dynamic polling so executives can quickly get a feel for what is happening in key areas such as branch structures, LOA utilization, pricing transparency, customer experience trends and more.

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

Technology and Digital Solutions

Wrestling with the selection and effective application of technology in a market that is fragmented and confusing is the bane of many mortgage executives. In response to this ongoing conundrum, STRATMOR has developed its Technology and Digital Solutions Workshop, a first-of-its-kind virtual event designed for non-IT business leaders. While CIOs and CTOs are certainly welcome, STRATMOR experts — with data from our annual Technology Insight® Study — will focus on helping business leaders properly select, implement and leverage technology to achieve revenue, efficiency, productivity and customer experience objectives.

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

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

Need Help?

Reach out to us to discuss
your specific needs.

contact@stratmorgroup.com

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