performance management

How to Streamline Your Mortgage Performance Management


Performance management is a vital part of every industry and extremely valuable for mortgage lenders.  Tracking...

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...

performance management

What Is Mortgage Business Intelligence?


Mortgage business intelligence. The term sounds daunting, but it doesn't have to be. For mortgage lending companies,...

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...