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performance-management
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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
Lender Staffing Data Signals Need to Automate Back Office and Monitor...
There was an element of déjà vu in how our industry responded to 2020’s breathtaking volume. Lenders staffed up across...
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...
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...
performance management
Use Branch Projections to Plan Your Route to Success
In a previous post, we provided guidance on creating annual volume projections for your branch that marry top-down...
performance management
How to Set Smart Branch Volume Projections that Motivate Originators
As the holidays approach, so does the task of creating next year’s volume projections. Some mortgage companies take a...
performance management
Putting Your Performance Program Into Action
You’ve decided you want to get the most from the human potential in your organization. You’ve laid the groundwork by...
performance management
Use Scorecards to Drive Better Behavior
In last month’s post, I reasoned that mortgage companies who care about profitability need key performance indicators...
performance management
How to Align KPIs with Your Values, Strategy & Culture
How do you communicate your strategic goals to your loan originators? It’s not a rhetorical question — though it is a...
performance management
How high is loan originator turnover — and what’s behind it?
Mortgage industry experts are always talking about how to appeal to today’s borrower. But what about appealing to the...
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