New Entrants in the Mortgage Industry and Their Winning Strategies

January 16, 2025 2:00 PM-3:00 PM Careers Education Leadership & Management Loan Production (Origination, Underwriting, Processing) Residential Webinar
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Member Price$0.00
Non-Member Price$399.00

About the Event

In recent years, the mortgage lending landscape has faced significant challenges, with traditional lenders grappling with rising rates and shifting market demands. However, amidst this turbulence, new entrants, including Wall Street firms and others are looking to enter the mortgage product space and redefine the market by exploring unconventional approaches and products.

Join MBA Eduction and industry experts to explore the latest in setting up a mortgage firm in the artificial intelligence age. Panelists will discuss the new players entering the space, their strategies for success, and how they plan to meet the evolving needs of borrowers in a competitive market. This webinar will demonstrate how innovation is paving the way for growth and opportunity.

Date/Time

  • Thursday, January 16 (2:00 PM -3:00 PM ET)

Objectives

  • Identify effective strategies utilized by new entrants in the mortgage market
  • Design your own firm’s “New Entrant” channel to diversify your offer
  • Evaluate the the advantages and challenges of setting up a call center with either human staffing or AI Loan Officers
  • Implement effective recruitment and training strategies for a hybrid model of origination

Experience Level

  • Intermediate
  • Advanced 

Target Audience

  • CEOs, CFOs, COOs, Retail and Wholesale
  • Head of Sales and Operations
  • Investors, Private Equity Firms
  • Senior Mortgage Leaders

Speaker(s)

  • Joe Camerieri, Vice President, Head of Sales, Maxwell
  • Pat Sherlock, President, QFS Sales Solutions