Fabio Rivas of LenderClose: Knowledge is Power: Creating Borrower Partnerships with Information

Being a better educator starts with having a full picture of the borrower’s financial situation. By taking a consultative approach, loan officers can ask questions to better understand what goals the potential borrower is trying to achieve. LOs can then provide the appropriate financial education that is relevant to best prepare them for homeownership.

Fabio Rivas of LenderClose: Knowledge is Power: Creating Borrower Partnerships with Information

Being a better educator starts with having a full picture of the borrower’s financial situation. By taking a consultative approach, loan officers can ask questions to better understand what goals the potential borrower is trying to achieve. LOs can then provide the appropriate financial education that is relevant to best prepare them for homeownership.

Sundeep Mathur of Tavant: The Technology-Enabled Loan Officer

One of the primary lessons of the COVID-19 crisis was that technology is an absolute requirement for business continuity in the mortgage industry and many others. This was a harsh lesson for many as mortgage lenders do not have a solid track record of adopting new technology promptly.

Sundeep Mathur of Tavant: The Technology-Enabled Loan Officer

One of the primary lessons of the COVID-19 crisis was that technology is an absolute requirement for business continuity in the mortgage industry and many others. This was a harsh lesson for many as mortgage lenders do not have a solid track record of adopting new technology promptly.

Sundeep Mathur of Tavant: The Technology-Enabled Loan Officer

One of the primary lessons of the COVID-19 crisis was that technology is an absolute requirement for business continuity in the mortgage industry and many others. This was a harsh lesson for many as mortgage lenders do not have a solid track record of adopting new technology promptly.

Sundeep Mathur of Tavant: The Technology-Enabled Loan Officer

One of the primary lessons of the COVID-19 crisis was that technology is an absolute requirement for business continuity in the mortgage industry and many others. This was a harsh lesson for many as mortgage lenders do not have a solid track record of adopting new technology promptly.

Bob Mansur, CMB, AMP: Your Actions When Your LOs Won’t Do It?

Our three previous articles made the argument for behavioral standards, how to set those expectations, and a valuable response to an LO’s efforts to meet your requirements. Those presentations assumed LOs are willing to change their actions to deliver required results. In this part we address how you might effectively respond when an underperforming LO lacks the motivation to make those changes.