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Articles about Customer Service


Residential | July 2019 
Underwriting Moves the Story Forward
Think of a mortgage as a story, one that outlines how a borrower achieves his or her individual goal of homeownership. In many ways, the contents of a loan file provide the details of t...
By Eric Webb, assistant vice president of underwriting, Churchill Mortgage

Commercial | March 2019 
Develop a Magic Touch
Uttered nearly a century ago by Nobel Peace Prize winner Christian Lous Lange, the notion that “technology is a useful servant but a dangerous master” has become more accurate every day. In the fast-p...
By Igor Zhizhin, president, American Street Capital LLC

Residential | March 2019 
Here’s the Secret to Building Origination Success
Key Points How to ...
By Ryan Kelley, founder, The Home Loan Expert, LLC.

Commercial | February 2019 
Attract More Clients
  Key Points Marketing-campaign strategies to consider ...
By Ryan Roberts, senior director of marketing, Triumph Capital Partners

Residential | February 2019 
Tilt the Playing Field Your Way by Going Beyond Rates
Key Points Rising rates require a new approach to reach borrowers ...
By Tom Gillen, senior vice president of capital markets, Churchill Mortgage

Residential | February 2019 
Digital Reach Cuts Costs and Attracts Borrowers
In a host of industries, the promise of digital marketing and commerce, particularly through mobile channels, has exceeded the hype with consumers using digital channels to research and purchase every...
By Jennifer Henry, vice president and vertical marketing leader, Equifax Mortgage Services

Residential | February 2019 
Tech Doesn’t Have to Be the Death of the Loan Originator
As mortgage professionals embrace technology, technology is replacing mortgage professionals. It is one of the industry’s greatest challenges: the need to balance the insatiable appetite to invest in ...
By Rob Clennan, president, Mortgage Solutions Financial

Commercial | October 2018 
Capitalize on the Data Boom
In recent years, commercial real estate data has become much more expansive and accessible, completely transforming the time-consuming process of identifying property and ownership information for ind...
By Richard Sarkis, CEO and co-founder, Reonomy

Residential | August 2018 
Follow These Footsteps to Origination Success
With constant changes in our industry, how can you be sure that your team is up to date with all the new regulations and programs? As a mortgage professional, you have several no-cost options availabl...
By Angela Pisciotta-Perez, Training and education specialist, Mountain West Financial Inc.

Commercial | September 2018 
Elevate and Adapt
As commercial mortgage brokers know, there is no current shortage of competition in the real estate financing industry. Regardless of your preferred niche, increased activity and additional opportunit...
By Erica LaCentra, director of marketing, RCN Capital

Residential | September 2018 
Online Reviews Bolster Referrals
Pose this question to any mortgage originator: “What is your primary method for acquiring new business?” The No. 1 answer is always referrals. Simply put, they do such a good job, their clients recomm...
By Scott Harris, CEO and founder , SocialSurvey

Residential | August 2018 
Get It Right, From the Initial Call to Close
Time and energy are two of the most important resources we have. Every mortgage originator strives for more business but often, once they have it, they are not effective ...
By Shirleen Von Hoffmann, principal, Home Builders Edge

Commercial | July 2018 
Build a New Business Model
For decades, business owners who wanted to purchase a commercial property picked up the phone and placed a call to their local bank. You might remember when phones had round dials instead of buttons a...
By Christopher Hurn, founder and CEO, Fountainhead Commercial Capital

Residential | May 2018 
Predictive Analytics in Underwriting
Underwriting has traditionally necessitated a fine balance between “art” and “science,” requiring insights from historical trends as well as assessments of individual circumstances. As underwriting de...
By Brian Kucab, director of underwriting, Genworth Mortgage Insurance

Residential | May 2018 
Tap Into the 83 Percent
By the time an average American reaches 65 years of age, 83 percent of their net worth comes from home equity. The other 17 percent comes from 401k plans, savings and other investments. Many homeowner...
By Ernie Graham, CEO and founder, Homebot


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