Maximize Your Profitability to Enhance Member Satisfaction: Get the Most Out of Every Step – From Rate Sheet Creation to Servicing

Mortgage loans, like the homes they finance, are built brick-by-brick and step-by-step to provide the best possible results at the lowest cost. Professional builders understand this equation well, but some credit unions still don’t give enough thought to building out their loan pipeline in ways that will improve and enhance the process. That lack of foresight can reduce transactional profitability and affect the quality of service to members. In today’s market, no institution can afford such an oversight.

Join experts from Optimal Blue, the industry’s only end-to-end capital markets platform, as they explain how each phase of the loan manufacturing process can significantly impact your loan program’s profitability during this ACUMA Inside Track webinar. By ensuring consistency and maximizing profitability at every step, your credit union can provide the best rates and experiences for your members. Consider this a holistic approach, one that not only improves retention but also grows your credit union market share and enhances member satisfaction.

Topics under discussion during the webinar will include the following:

• Member Experience: Discover how optimizing these processes can lead to better rates and improved experiences for your members.Market
• Growth: Explore strategies to improve retention, increase market share, and boost member satisfaction.
• Maximum Profitability: Understand how to maximize profitability at every process stage, from rate sheet creation to servicing.
• Expert Insights: Learn from industry leaders about the intricacies of the loan manufacturing process.

With the market changing to accommodate lower interest rates and possible increases in housing supply, now is the time to ensure you’re doing the right things in the right way for the right reasons. If you take the right steps NOW, everyone will prosper.

1. This session will be interactive so come with your questions.
2. Open to anyone.
3. Session will be recorded.
4. By registering for this event, you submit your information to the webinar organizer and sponsor, who will use it to communicate with you regarding this event and their other services.