Five Things Successful Banks Do Differently
We asked our clients how they use banking software to be successful. Discover what the top five answers were.
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The Mortgage Industry Today-Chaotic or Spectacular? 23 Places to Find Out for Yourself
This is how I envision the mortgage industry today: A middle-aged woman dressed in a suit balancing on a unicycle on a platform that keeps moving. She is juggling five different objects and has a group of spectators shouting requests like “close your eyes!” and “juggle faster!”
Wasted Time: Top Process Failure Driving Customers to Abandon the Mortgage Process
In order for you to understand this story, there’s something you should know about me: I am a little bit of a control freak. Okay you got me – it’s more than a little bit, I am a control freak. I like to understand processes, timelines and next steps and control them as much as possible. I schedule my day out to maximize efficiency, I hate being late, and I try to always be one step ahead. This is not a story of efficiency and timeliness though.
Client Onboarding for Success: Five Pieces of Wisdom
Client Onboarding for Success: Five Pieces of Wisdom In 2016, 40% of consumers abandoned a bank application – one may call that an epidemic. Fill out the form below to read five pieces of wisdom from Steuart, a banking and financial services expert, about how to...
Electronic Signatures Narrowing Gap in Closing Table Process
We always talk about millennials. And rightly so – they’re quite the disruptors. But there’s a different generation that’s about to start making waves of its own: Baby Boomers. As the baby boomers (people ranging from age 52-70) age, the US is going to witness the largest passing of wealth in history.