Protecting Volume: Fraud Prevention, Buyback Risk, and Trigger Lead Strategy
This meeting will focus on the key decisions lenders are making to protect volume while managing risk and driving growth. We’ll discuss how organizations are addressing occupancy fraud and buyback exposure, approaches to rate matching and deal-save decisions, and how teams are investing in training and cross-selling to strengthen performance across sales and operations. The conversation will center on practical strategies, tradeoffs, and what’s working in today’s environment.
In this session, we’ll discuss:
Managing fraud risk and buyback exposure
Rate matching strategies and pricing discipline
Sales and operations training approaches
Cross-selling mortgage-adjacent credit union products
