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performance management

A Goal Setting and Projections Framework Your Loan Originators Will Actually...


I’ve always liked forecasting; as a loan originator, I was obsessed with running (and re-running) the numbers to...

incentive compensation

Try This Easy LOS Configuration Fix to Reduce LO Compensation Overpayments


In my last post, The Silent Cost of Incentive Comp Overpayments, I demonstrated how lenders can estimate the cost of...

incentive compensation

Creative and Compliant Incentive Compensation Plans: 10 Things for Lenders to...


As lenders grapple with a shortage of qualified talent, many are turning to incentive compensation plans as a means of...

loan compensation reports

5 Key Takeaways from our Q3 2020 Loan Compensation Report [Infographic]


To date, more than 100 mortgage lenders, including banks, credit unions and independent mortgage companies, have used...

data insights

Leveraging BI: A Day in the Life of a Performance-Focused Lender


“The fun part of mortgage lending is taking data, making sense of it and coming up with better ways to leverage it to...

data insights

When it Comes to Industry Forecasts, Your Best Bet is to Read Your Own Tea...


In a recent column for STRATMOR Group, Rob Chrisman pondered whether the industry should even embrace forecasting in a...

incentive compensation

The Silent Cost of Incentive Compensation Overpayments


When mortgage lenders seek compensation management solutions, they’re typically responding to pain points voiced by...

performance management

Chris Gassel on the Unmatched Power of Strong Relationships


The central role that robust relationships play in long-term success is unparalleled, as Chris Gassel, strategic sales...

data insights

What Data Insights Do Mortgage Lenders Need Right Now?


The novel coronavirus outbreak has tested lenders’ ability to adapt to sudden, monumental change. Branch managers are...

incentive compensation

3 Key Considerations for Improving Independent Mortgage Bankers Incentive...


I’ve had the privilege of looking under the hood at dozens of lenders’ compensation plans over the last three years,...

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