Smart Strategies to Retain, Recapture, & Grow Your Servicing Portfolio: Sept. 25
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About the Event
Mortgage loans and servicing rights don’t disappear—they move. And in today’s refinance-driven market, every prepay is someone else’s origination. To compete, mortgage lenders must go beyond basic prepay metrics and start measuring what really matters: retention, recapture, and replenishment.
In this data-rich session, subject matter experts will share actionable strategies for identifying high-propensity-to-prepay (PtP) loans, promoting alternatives to refinancing, improving recapture rates on both retained and released portfolios, and replenishing through targeted acquisitions. You’ll learn how to leverage portfolio performance metrics to drive smarter origination and servicing decisions.
Gain the insights to optimize profitability and keep your servicing book strong—even in a shifting market. Register now to turn analytics into an advantage.
Date/Time:
September 25 (1:00 PM – 2:00 PM ET)
Objectives:
• Understand how mortgage servicing rights move within the market and why prepayments represent opportunities for both loss and growth
• Identify high-propensity-to-prepay (PtP) loans within your servicing portfolio using performance metrics and borrower behavior
• Explore strategies to retain valuable loans by offering alternatives to refinancing, such as second liens and HELOCs
• Define key metrics for tracking and improving recapture performance across both servicing-retained and servicing-released portfolios
• Develop a data-driven approach to replenishing your servicing portfolio through targeted acquisition of new purchase-money mortgages
Experience Level:
• Intermediate
• Advanced
Target Audience:
• Servicing Executives and Department Heads
• Branch Managers and Heads of Production
• Strategy Professionals
• CFOs
• Capital Markets Executives and Senior Managers
Speaker(s):
• Moderator: Tom Healy, III, VP Sales, Level1Analytics
• Dr. Thomas J. Healy, Chief Strategy Officer, Level1Analytics
