performance management

Top Mortgage Lending KPIs & How to Track Them


What is a KPI? The most consistent characteristic of mortgage lending is that it is always changing. To remain...

data insights

Mortgage Data Strategies that Help you 'Do More with Less'


In response to last year's record-breaking refinance volume, the average independent mortgage banker increased loan...

performance management

Manage Your Mortgage Team's Performance Like a Chess Master


By now, you’ve likely already set your production goals for the year and begun tracking your team’s performance against...

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...

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...

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...