four mortgage metrics that matter (presentation slides)
DESCRIPTION
In this webinar, you will learn about four key mortgage metrics. You will also be able to benchmark your credit union’s performance comparative to other credit unions, and learn ways to improve your credit union’s mortgage lending program and ultimately your credit union’s bottom line. For more info: www.nafcu.org/mortgagecadenceTRANSCRIPT
Four Mortgage Metrics
That Matter
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Dan Green
EVP, Marketing
Mortgage Cadence, LLC
Five Decades of CU Mortgage Lending
Mortgage Lending is a Core StrategyCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Directionally Correct & Diagnostically Oriented
Measurement Simplified
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
The Four Metrics
I. Member ShareII. Pull-Through IV. Cost-to-Close
III.Productivity
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Member Share
How many borrowed last year?Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
What’s your. . .
. . .Member Share
Pul l -Through
Solv ing the Myster yCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
The Pul l -Through Formula
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Pu l l -ThroughLoan Appl icat ions per year
Loans Closed per year=
Product iv i ty
People , Process , St rategy, Technology
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
The Product iv i ty Formula
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Product iv i ty# of product ion s ta f f
Loans Closed per month=
Cost- to-Close
The Crucia l Metr icCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Est imat ing Cost- to-Close. . .
. . . i s as s imple as fo l lowing the cur ve.
Compet i t ive Advantage
Why the Metr ics MatterCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Achieving Pr ic ing Advantage
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Cost-to-Close Savings Estimator
What Next?
Three more th ings to do th is year.( ) Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Contact In format ion
Nizar Hashlamon: [email protected] / Dan Green: [email protected]
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Download the eBook
Go To
News & Media >
White Papers
at
www.mortgagecadence.com
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.