Accounting for Reverse Mortgages
August 17, 2014
A reverse mortgage is a loan with no regular payment required, but equity may be cashed out through regular payments…
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How Much Did Han Solo Owe?
August 14, 2014
A long time ago, in a galaxy far, far away, there was a smuggler named Han Solo. You may have…
Two Insights that Metrics Don’t Give You
July 29, 2014
I’m not going to tell you what metrics and Key Performance Indicators (KPIs) you should be tracking – not in…
Newest TCPA Law – Are You Up To Speed?
July 23, 2014
The latest Telephone Consumer Protection Act (TCPA) law from the FCC, effective October 16, 2013, is on the street in…
Are Electronic Signatures Fully Enforceable?
June 27, 2014
I have spoken to many financial institutions over the years about the enforceability of electronic signature on loan documents. Many…
Get Your Customers to Remember You By Telling Stories
May 30, 2014
Here’s the best marketing advice for the lending industry: Tell the story behind the loan. It’s 100 times more memorable,…
Best Practices for Database and Version Upgrade and Testing
May 23, 2014
When it is time to upgrade the version of your loan system, it is generally advantageous for a lender or…
The Hiring Conundrum
April 28, 2014
In today’s leaner and meaner business environment, we are constantly under pressure to deliver more with less. Whether it’s an…
Humanizing Marketing
March 27, 2014
March 27, 2014 There is something intrinsically appealing about truly connecting with your audience. In the world of marketing, that…