To kick off our exclusive partnership with Teraverde® to bring Coheus® Mortgage Business Intelligence to our clients, Mark Wilson, Managing Director, talked with Coheus user David Fitzell, SVP & Director of Residential Lending at Meridian Bank, and Jim Deitch, Co-Founder and CEO of Teraverde, about how data can guide strategy for lenders in the new year.
5 things mortgage executives should do now for 2022:
- Three keys to ensure sustainable production
- Scorecard loan officers on the five metrics that really matter
- Ensure liquidity with a cash forecast
- Prepare a “downturn plan” with triggers for action
- Manage counterparty risk: investors, MI and warehouse lenders
To learn more about our exclusive partnership with Teraverde, visit https://www.teraverde.com/coheus-cwdl/.