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...

performance management

Deep data insights for running a successful mortgage business


The MBA Annual Convention and Expo is just around the corner. At the same time, the 2018 Major League baseball season...

performance management

Deeper Look at Loan Originator Performance Trends


For our recently released white paper, “Loan Originator Performance Trends: How to Build a Team of Hall of Fame...

performance management

Are Your Loan Originators Batting 1,000 or Riding the Pine Pony?


  Earlier this month, we hinted at some big discoveries we made by parsing through the vast amounts of data we collect...

performance management

Why Mortgage Execs Need to Harness the Power of Their Data


Why Mortgage Execs Need to Harness the Power of Their Data These days, it’s all about data. As mortgage companies...