Lending

Fueling Refinance Success Through an Enterprise Strategy

5 mins read
September 11, 2024
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Fueling Refinance Success Through an Enterprise Strategy

The lending market is a powder keg right now, and everyone is just waiting for the Fed to drop the proverbial rate-drop match. It’s only a matter of when, not if, that happens.

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Once the refi surge begins, it will be too late for the lenders and loan officers who don’t have a plan in place for engaging and capturing high-quality opportunities. That’s why Total Expert Chief Lending Officer Dan Catinella sat down with Atlantic  Bay  Mortgage  Group Chief Lending Officer Emily Gardner to discuss how lenders and loan officers can position themselves for success, stay one step ahead of their competitors, and maximize lifetime customer value.

Key takeaways from this webinar:

  • How the rate environment is showing signs of making refinance business more important over the next year
  • 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
  • How leveraging technology can help operationalize a refinance strategy across your organization

Featuring:

Dan Catinella
Dan Catinella
Chief Lending Officer
Total Expert

Emily Gardner
Emily Gardner
Chief Lending Officer
Atlantic Bay Mortgage Group

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