Mastering Mortgage Operations: Strategies for Success with Lisa Britton
Oct 11, 2024 ·
59m 49s
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Description
n this episode of Market Shares, host Tony Blodgett sits down with Operations Manager Lisa Britton to explore essential strategies for optimizing loan production and enhancing collaboration between loan officers...
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n this episode of Market Shares, host Tony Blodgett sits down with Operations Manager Lisa Britton to explore essential strategies for optimizing loan production and enhancing collaboration between loan officers and their operations teams. With a professional relationship spanning over 17 years, Tony and Lisa discuss the evolving landscape of mortgage operations, the importance of defined processes, and how to navigate challenges in the industry. Whether you're a seasoned veteran or a new loan officer, this episode offers valuable insights to elevate your success in mortgage lending. Topics We Cover:
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- The Shift to Remote Work
- Importance of Loan File Reviews
- Building a Solid Loan File
- Effective Pipeline Management
- Proactive Communication
- Understanding Variable Income
- Maximizing Efficiency and Removing Bottlenecks
- Service-Level Driven Operations
- Navigating Complex Property Issues
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