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Before you embark on the critical path of defining (or redefining) your mortgage strategy, there are five basic truths you need to know and build into your planning. From expenses and technology to people and process, these truths are an essential part of any mortgage discussion. This webinar shares the research behind each tenet and how you can incorporate them into your strategy. Learn more at: www.nafcu.org/morgtagecadence
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Five Truths To Defining
Mortgage StrategyCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
You Ought To
Think bout ThatThursday, June 27, 13
What is Strategy?
A high level plan to shape the future.
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13
The Five Truths
Today’s Facts
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Vision Commitment
PPT Measurement
Thursday, June 27, 13
Truth #1
Today’s FactsCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13
The American Dream
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
is alive and well.Thursday, June 27, 13
No refi for you
or any other lender.Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13
Pay attention to
rate trendsCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13
Ability to Repay RulesCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Qualified Mortgage &
Thursday, June 27, 13
VisionCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Truth #2
Thursday, June 27, 13
An Example Vision Statement
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We will be a top three purchase-money residential real estate lender in our market, catering to first-time homebuyers throughout their lifetime of homeownership.
Thursday, June 27, 13
CommitmentCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Truth #3
Thursday, June 27, 13
Characteristics & Responsibilities
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Thursday, June 27, 13
What’s your...
...Member ShareCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13
PPTCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Truth #4
Thursday, June 27, 13
MeasurementCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Truth #5
Thursday, June 27, 13
Four Internal Measures
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Member Share Pull-Through
Productivity Cost-to-Close
Thursday, June 27, 13
Two External Measures
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Affordability IndexThursday, June 27, 13
Two External Measures
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Homeownership RateThursday, June 27, 13
What Next?
Download Resource Material
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13
Download the eBook
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Go To News & Media > White Papers
atwww.mortgagecadence.com
Thursday, June 27, 13
Download the White Paper
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Go To News & Media > White Papers
atwww.mortgagecadence.com
Thursday, June 27, 13
Download the White Paper
Go To News & Media > White Papers
atwww.mortgagecadence.com
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13
Contact Information
Nizar Hashlamon: nhashlamon@mortgagecadence.com Dan Green: dgreen@mortgagecadence.com
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
608.770.7861 206.321.6773
Thursday, June 27, 13
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13
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