If you wait until the refi surge begins to figure out a plan for identifying and capturing opportunities, it will be too late.
To help lenders and loan officers get proactive, Total Expert Chief Lending Officer Dan Catinella sat down with Atlantic Bay Mortgage Group Chief Lending Officer Emily Gardner. In this webinar, they discussed the state of the rate environment, how to position yourself for refi success, and how to boost productivity by tapping the latest technology.
Key takeaways:
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How the rate environment is showing signs of making refinance business more important over the next year
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How to ensure your organization has a plan in place to capture upcoming refinance opportunities and retain customers who purchased a home in the past two years
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How leveraging technology can help operationalize a refinance strategy across your organization
