Mortgage POS Software: What It Is and Why It Matters (2026)
A mortgage POS software evaluation guide for loan officers: review borrower intake, system ownership, exceptions, and the scenarios to bring to a demo.
Marketing
Mortgage Technology Stack: A Workflow Evaluation Guide for Loan Officers
Build a mortgage technology stack with a practical ownership map, five-record test, evidence checklist, and workflow review for loan officers.
What The Top Mortgage Lenders Have In Common
Summary This article identifies practices that set top mortgage lenders apart, such as investing in technology, focusing on client relationships, and staying compliant with regulations. It highlights their…
Loan Officer Daily Schedule: A Practical Workflow Review
Build a loan officer daily schedule around active-file review, relationship context, clear ownership, planned follow-up, and exception handling.
Mortgages For The Remote Workforce
Summary This article explores how the rise of remote work has changed the mortgage landscape and how mortgage professionals can adjust their approach to cater to remote workers.…
Digital Mortgage Services and Tools: A Workflow Evaluation for Loan Officers
Evaluate digital mortgage services and tools through record ownership, human review, exception handling, and a representative workflow test.
Virtual Lending Workflow for Loan Officers: What to Review Before You Scale
Use a virtual lending workflow checklist to evaluate record ownership, relationship context, review steps, and exceptions.
Mortgage Trends That Make Or Break Your Business
Summary This article delves into the enduring relevance of traditional marketing methods like direct mail, community events, and print advertising. It explains how these approaches complement digital strategies…
Digital Mortgage Conference 2018 Takeaways
Summary This article delves into trends shaping the mortgage industry’s future. Learn about the impact of AI, digital tools, and changing consumer behaviors on lending. By the end,…
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