Mortgage (ECM)

Five Things You Forgot About Client Onboarding

Five Things You Forgot About Client Onboarding

First impressions count, and unfortunately, 40% of consumers have been disappointed with their initial banking onboarding experience to the point where they abandon the process altogether. Banks have gotten complacent with their onboarding process. With so many changes in consumer behaviors, industry trends and technology offerings, it’s easy to put new client onboarding on the back burner.

Five Ways Banks Screw Up Client Onboarding

Five Ways Banks Screw Up Client Onboarding

First impressions count. That’s why the client onboarding process that banks provide has to be good. If a client has a bad experience with your bank while they’re trying to become a customer, what does that tell them about the rest of the experiences they’ll have? In a competitive market, banks have a lot to lose if their first impression isn’t an impressive one.

MBA Annual Convention Recap: The Goalposts of the Mortgage Industry Are Shifting. Are You?

MBA Annual Convention Recap: The Goalposts of the Mortgage Industry Are Shifting. Are You?

Peyton Manning went on to talk about how the bad advice yielded a valuable lesson – that respect and leadership is earned. I think that lesson is extremely relevant to the mortgage industry — respect for your organization is earned, it’s not freely given, especially in today’s competitive market. So how do banks and financial lenders earn their customer’s respect? Well, Manning had a few more pieces of advice…

Showcasing Our Technology Vision and Your Successful Future at the MBA Annual Convention

Showcasing Our Technology Vision and Your Successful Future at the MBA Annual Convention

Nothing beats the MBA Annual Convention and Expo. The breadth and depth of speakers, industry information and networking opportunities are unparalleled. The convention will bring together professionals working in the single-family sector of the real estate finance industry, which is why we will be there loud and proud showcasing Pyramid eXpeditor for Mortgage.