Strategies for Improving Revenue by 10-25 BPS in Today’s Market, Sept. 23

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About the Event

In an era where every basis point counts, this informative session will explore how sophisticated, cutting-edge technology is enabling lenders to capture 10 to 25+ basis points in margin, without compromising their operational efficiency. This dynamic panel brings together respected industry perspectives to examine how strategy and innovation intersect to drive real financial outcomes. The panel will articulate the challenges and opportunities lenders face today, outlining very specific strategies on how to improve margins/revenue and fees per loan, as well as drive profitability while gaining market share, using a granular approach to efficient and effective margin optimization, revenue management, and compensation.

Date/Time:

Tuesday, September 23 (3:00 PM – 4:00 PM ET)

Objectives:

Identify the strategic lens through which lenders should evaluate margin-enhancing solutions, outlined by seasoned consultant and former industry executive Brian Hale

Explore data- and technology-driven strategies to capture 10-25+ basis points in margin, without compromising operational efficiency

Understand how modern technology is reshaping real-time decision-making

Define the measurable impact and value these tools deliver

Learn strategies that top lenders are using to boost profitability and gain market share in a tight market

Experience Level:

Entry Level

Intermediate

Advanced

Target Audience:

Branch Managers and Heads of Production

Loan Officers and Loan Officer Assistants

Capital Markets Professionals and Executives

IT Professionals and CIOs

Speakers:

Moderator: Deb Jones, SVP Director Mortgage Secondary and Capital Markets, Citizens

Adam Carmel, Founder and CEO, Polly

Brian Hale, Founder and CEO, Mortgage Advisory Partners, LLC