Managing Your Pipeline (to prioritize selling)
Funding loans at volume requires each member of the mortgage team to know their responsibilities and focus on being the best at what they do.
Regulatory Compliance Updates for Banks & Credit Unions – November 2021 Recap
This article highlights key regulatory and compliance updates for banks and credit unions that occurred in November 2021.
Don’t Leave Training Dollars Behind: Stock Up on Compliance Webinars [December RoundUp]
Our webinars and live streaming events are presented live by experts in their field addressing compliance issues, industry trends and regulation updates on topics such as Fair Lending, HMDA and more.
How to Retain Employees in 2022
As you prepare for 2022 and as a financial institution leader, you must be strategic on how they face the challenge of attracting and retaining top talent.
Mortgage Industry Updates: Monthly RoundUp – November 2021
Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward into 2021.
Setting Clear Expectations With Customers and Partners
When organizational capacity is limited and competition is strong, setting clear expectations with customers and partners is critical to sustained success.
2021 State of Training and Development in Financial Services
This report was designed to understand the impact of the national crisis on training and development in the financial services industry, and more specifically Banks and Credit Unions.
Regulatory Compliance Updates for Banks & Credit Unions – October 2021 Recap
This article highlights key regulatory and compliance updates for banks and credit unions that occurred in October 2021.
How to be Safer Over Wireless Connections
Security can be the main concern for financial institutions when working on a wireless network. The average individual protects their home wireless network by setting up a password to prevent their neighbors or others from taking control of your data. In a post-pandemic world, where many are still working remotely, we have to be more serious about wireless networking connections.
Mortgage Industry Updates: Monthly RoundUp – October 2021
Last month involved several industry updates and hot topics in the mortgage industry. We’ve rounded up some key updates and how they will affect you and your financial institution going forward into 2021.