STRATMOR Consumer Direct Workshop – LIVE in Charlotte

November 5 - 6, 2025

Virtual:

Workshop Details

If you’re in the Consumer Direct space, you already know the score — borrowers expect more, consistent lead quality can be elusive, acquisition costs aren’t getting any cheaper, and every opportunity to close a loan feels more critical than ever.

Join us in Charlotte, North Carolina, November 5th and 6th, 2025, for the STRATMOR Consumer Direct Workshop, where we’ll help you take on these challenges head-on and turn them into real growth opportunities for your business.

At this workshop, you'll:

Access insights and data from STRATMOR's extensive experience working with clients in the Consumer Direct arena.
Get real-world strategies for improving lead conversion, lowering acquisition costs, and building stronger borrower relationships in a high-rate market.
Learn from other CD lenders and STRATMOR experts about what’s working now in sales execution, comp structures, marketing channel allocation, technology adoption, and more.
Leave with clear next steps you can put into motion immediately.

Seats are limited to ensure rich interaction — secure your spot today.

Agenda

No schedule found for this event.

STRATMOR Experts

Speaker(s):

Garth Graham, Senior Partner

At STRATMOR, Graham manages the company’s mergers and acquisitions activities, providing strategies for some of the largest Independent and Bank-owned mortgage lenders. He also leads the marketing strategy and execution practice, which focuses on lead generation and lead management methods and practices primarily for the consumer direct and retail mortgage origination channels. Garth has more than 30 years of experience in mortgage banking, ranging from Fortune 500 companies to successful startups, including management of two of the most successful e-commerce platforms. Garth is a sought-after speaker and mortgage advisor who has been quoted extensively in industry publications, resulting in more than 40 million press impressions over his career. Garth studied Economics and Computer Science at the University of Virginia and has completed Six Sigma Champion and Green Belt Training.

Additional Speaker(s):

Brett McCracken

Registration

How Can We Help?

STRATMOR works with bank-owned, independent and credit union mortgage lenders, and their industry vendors, on strategies to solve complex challenges, streamline operations, improve profitability and accelerate growth. To discuss your mortgage business needs, please Contact Us.

What Our Clients Are Saying

The STRATMOR Group has the competency and discipline to assess current performance metrics relative to industry peers, and the experience to provide thoughtful considerations to maximize your mortgage team's future opportunities.
Andrew Guzzo - Chief Banking Officer and President, Merchants Bank
Absolutely loved our experience with STRATMOR. Every member of the team is knowledgeable, responsive and kind. Every aspect of the project was managed well, and we were delighted with the final results. I honestly can't say enough good things about the team and the service they provide!
Michael Murphy - Product Marketing, Reggora
The STRATMOR Team is highly professional, collaborative, and very responsive. The partnership began with the STRATMOR Team thoroughly understanding our needs, perceived issues, and potential problems. STRATMOR brought expertise to the table at every turn, and their solutions were sound and executable.
John Stocchetti - EVP, Group Head, Mortgage Partnership Finance® Program, FHLB Chicago
Through a fast-paced yet comprehensive dive into our Consumer Direct Division, STRATMOR helped Arvest chart the course to the next level. They understood our technology-minded goals and listened to our customer-focused priorities, to provide a highly actionable strategy document to help us navigate the path to even greater success.
Shawn Karnes - Executive Director, Mortgage Sales and Development, Arvest
Any bank struggling to make mortgage lending work should contact STRATMOR. They can help put together a strategy to improve efficiencies and profitability to make mortgage banking successful. And, if you already have a good mortgage lending team, STRATMOR can help identify ways to take it to the next level.
Paul Peterson - SVP, Director of Mortgage Banking, Glacier Bancorp Inc.

STRATMOR Consumer Direct Workshop – LIVE in Charlotte

November 5 - 6, 2025

Virtual:

Workshop Details

Agenda

STRATMOR Experts

Registration

How Can We Help?

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What Our Clients Are Saying

How Can We Help?

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