Driving Production: Loan Officer Models, Compensation, and Workflow Efficiency
This meeting will focus on how organizations are structuring, managing, and compensating their loan officers to support efficiency, accountability, and growth. We’ll compare inside vs. outside LO models, discuss approaches to LO management and compensation, and walk through how loans move operationally from the loan officer to processing and underwriting. The discussion will highlight what’s working, where handoffs break down, and how teams are refining workflows to improve speed, quality, and consistency.
In this session, we’ll discuss:
Inside vs. outside loan officer models
Loan officer management and compensation structures
Ownership and accountability across the LO lifecycle
Loan workflow: handoff from LO to Processor and Underwriter
Process improvements to reduce friction and delays
