Expert Takes16

Implementing new technology is only the beginning. The real value comes from continually refining workflows, automating communications, and enabling teams to work in parallel. See how the right technology strategy can create a more seamless mortgage process and help financial institutions close loans faster.

Community Banks and Credit Unions can use strategic outsourcing to align fulfillment costs with loan volume, reduce staffing pressures, and access specialized expertise while retaining their brand, borrower relationships, and balance sheet control.

Discover how Community Banks and Credit Unions can use TPO lending and strategic partnerships to generate non-interest income, retain customer relationships, and compete more effectively in today’s mortgage market.

In this Expert Takes video, Lionel Urban, Founder and Division President of NavPros, discusses why home loan promotion is a foundational element of a successful mortgage lending program. He explains how Community Financial Institutions can increase awareness, attract more applications, and strengthen borrower relationships by promoting niche lending programs, providing…

Community Banks and Credit Unions have a distinct advantage in today’s mortgage market: local relationships, trusted community presence, and deep market knowledge. The challenge is turning those strengths into meaningful loan growth and sustainable profitability. Discover a practical blueprint for expanding home lending opportunities, increasing portfolio yield, managing risk, and…

Mortgage banking is more complex than ever for Community Banks, Credit Unions, and Financial Institutions. In this video, learn how the right expertise and lending support can help you stay competitive.

Looking to become the go-to financial services provider tor all of your customers? Learn how mortgage lending can maximize retention and cross-selling opportunities in today's evolving market.

Your institution has the relationships, the reputation, and the community presence. So why are so many borrowers still ending up somewhere else? Across the industry, a widening performance gap has emerged between institutions that effectively convert borrower intent into funded loans and those that do not.

Effective home loan promotion, including clear marketing, daily rate sheets, and staff training, help drive awareness at the top of the funnel and helps more applicants move forward with your financial institution and not national mortgage giants.

Reaching mortgage lending success depends on treating home loans like a sales funnel—driving inquiries through strong promotion, multiple application channels, and fast, skilled first contact to increase conversion rates. Disciplined lead tracking, timely follow-up, and ongoing engagement with borrowers dramatically improve application pull-through and closed loans.