Episode 14 – Combining Business Intelligence with Marketing Automation to enhance the member experience
The way we deliver loans, business intelligence and marketing automation have converged more rapidly than ever before, particularly in the...
Episode 13 – The non-agency landscape: Challenges and opportunities in the non-GSE market
The non-agency market hit the pause button in April. It re-emerged in the fall. Here what this means for opportunities...
Episode 12 – Loan Servicing and the Importance of the Member’s Experience
Much of the focus this year has been on origination but that doesn’t make a great servicing experience any less...
Episode 11 – The Importance of Internal Connection
Regardless of what is going on in the world, the synergy between sales and marketing teams is critical to customer...
Episode 10 – Top Legislative Issues Important to Credit Unions
In today’s dynamic and ever changing world, staying on top of regulatory issues and market changes can be challenging. Listen...
Episode 9 – Best Practices to Build Tomorrow’s Purchase Pipeline
Today your pipeline is full of refinances and long days have you focused on moving those loans to closing. During...
Episode 8 – Artificial Intelligence and Modern Real Estate Intelligence
Traditional home price indices were developed to identify patterns in prices of homes across large geographies, useful for tasks like...
Episode 7 – The Evolution of Valuations: How the Market and Technology are Changing the Landscape
Recent changes in the market and the expansion of options have affected the way Credit Unions treat valuations. Coupled with...
Episode 6 – Credit Reporting Requirements—How has COVID changed things?
We’re talking about how tricky credit reporting has become in light of the CARES Act and what credit unions need...
Episode 5 – Planning for the Present—How mortgage technology helps us pivot to meet real time challenges
Jonas Moe, Ellie Mae’s senior vice president of Marketing, and Bruce Dickinson, First Tech Federal Credit Union’s senior vice president...
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Tuesday, November 15, 1:00 p.m. central time
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Thursday, October 27, 1:00 pm. central time