Ten Things Your Mortgage Company Must Do in 2018


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Ten Things Your Mortgage Company Must Do in 2018


Wednesday, January 17th, 2018


2:00-3:30 PM EST


For most companies, 2017 was a challenge with volumes dropping and profits shrinking, and 2018 looks to start out the same way. Now, early in the year, is the right time to make take steps to improve your business for 2018, while it can make a real difference. This webinar will provide participants with a Top Ten list of strategic initiatives that all mortgage bankers should be implementing in 2018. These very specific and very actionable suggestions will help you and your team focus on what will increase revenues, control costs, and better manage risk, not only in 2018 but also every year thereafter. And they’re all things you can start to work on right away.


  • How the top performers deal with shrinking volumes.
  • What companies should do when earnings fall.
  • Why your team should set key business goals and initiatives for management to achieve in 2018.
  • How your management team should organize, assess, and modify its goals throughout 2018.
  • Ten concrete, practical suggestions for the coming year related to investor relationships, financial management, compliance, and operational performance.
  • Detailed explanations about methodologies to implement our Top Ten suggestions, including ways that the industry's top performers make them work-and how to avoid the mistakes of the poor performers.


  • Michael D. McAuley, Principal, Garrett, McAuley & Co.
  • Joe Garrett, Principal, Garrett, McAuley & Co.

Who Should Attend?

  • Senior Officers of mortgage companies, including COOs, CFOs, Operations Managers, and Secondary Marketing Managers
  • Warehouse lenders
  • Bank CFOs
  • Directors and major shareholders of Banks and mortgage companies
  • Private equity managers and industry analysts
  • Education and training managers of banks and mortgage companies
  • Senior Management and Leadership


Webinar takes place on January 17, 2018 from 2:00 - 3:30 pm EST.

Login instructions will be sent to paid attendees in advance of the webinar.

All paid attendees will receive a copy of the audio recording and PowerPoint deck at the conclusion of the webinar.