Mortgage Business Tips

Mortgage Business Tips

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eBooks & White Papers

5 Essential Functions of High-Performing Point-of-Sale Technology

Our goal in this eBook is to simplify your point-of-sale technology search. By the end of this read, you and your team will have a clearer picture of the standard to set for a high-performing point-of-sale solution. The information you gain will arm you to go beyond marketing promises to choose impact-driving technology that addresses today’s most pressing challenges.

Blog Posts

3 Tips for Lenders Looking to Enter the Non-QM Loan Space

We recently interviewed Chris Ledwidge about theLender's non-QM strategy and the lessons he's learned by building a company centered around less traditional products. The conversation gives us insight into the risks and rewards of the non-QM space and lays out some important best practices for lenders looking to capitalize on niche loan products.

Blog Posts

Interview: Amy Brandt, Former First American Docutech CEO, on Driving Profitability with Technology in 2022

2022's market gives lenders a prime opportunity to reevaluate their businesses, evaluating processes, loan margins, and technology providers to determine the best path towards profitability. To help lenders think through this process, we interviewed Amy Brandt, a veteran with two decades of experience in digital mortgage solutions and previous President and CEO of First American Docutech.

Blog Posts

The Lender’s Guide to Investing in Tech During a Market Downturn

In this market, who is thinking about their technology? Well, if you aren’t, perhaps you should. With the right technology, lenders can realize substantial improvements in efficiency to reduce cost, drive increased loan volume, and focus on profitability.

Blog Posts

New Data: Millennials and Gen Zs Ready to Escape Renting, Seek Personalized Lender Service

Millennials and Gen Zs are entering the housing market and are the largest customer base in the mortgage industry. With many in this age demographic coming in as first-time home buyers, local lenders must be cognizant of why they want to buy a home as well as what has kept them out of the market previously. We recently surveyed more than 1,000 millennials and Gen Zs regarding their feelings towards the home-buying process.

Blog Posts

How to Successfully Launch Loan Products, According to a Manager at Optimal Blue

With interest rates and home prices rising, volume in the mortgage market continues to slow. This market has local lenders looking to get creative to drum up volume and salvage basis points. Jeff Shearer, Team Manager at Optimal Blue, an industry-leading product and pricing engine, joined the Clear to Close podcast to discuss new loan products and creative strategies he sees from lenders as they look to bolster profitability in 2022.

Blog Posts

How Partnerships Will Make or Break Lender Success in Today’s Market

Your partners are a support system for your business, providing technology and services to supplement your teams in pursuit of your business goals. Proactively examining your partnerships and their potential added benefits can help expand your offerings. Leveraging the knowledge and experience of your partners can unlock new opportunities for success, both now and into the future. By deliberately adding agility and resilience into their operations through partnerships, lenders of any size can create a strong foundation to weather down-cycles and fully capitalize on the next upswing.

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