Consumer Direct Workshop

Tuesday May 07, 2019 - Wednesday May 08, 2019
We are pleased to invite you to register for our Spring 2019 Consumer Direct Sales and Marketing Workshop to be held on May 7th-8th. This year's event is being held at the Omni Mandalay Hotel At Las Colinas.

For the past several years, this has been one of STRATMOR's most popular workshops so be sure to reserve your space today.

The roundtable format provides a unique forum for Consumer Direct Production and Marketing Executives to learn about the economic and performance metrics driving consumer direct lending. Participants enjoy a highly interactive discussion of critical business issues, key operating tactics, strategies and current hot-buttons within the industry.

You will learn:

Economic trends in consumer direct, including revenue and expense analysis for different CD models, including servicing retention and cross sell and new customer acquisition.
Productivity metrics including application and funding units per month for a wide range of sale and operations roles Critical activities that drive success, including best practices for lead generation, lead management, lead engagement and application conversion.
Systems discussion, including evolving solutions for fintech companies and traditional LOS providers Consumer insights, including borrower expectations and lessons on what drives borrower satisfaction.
Latest trends in evolving Digital Mortgage environment.
This session is designed for:

Consumer Direct executives in charge of direct sales and marketing.
Bank executives responsible for marketing and cross sell of existing bank customers.
Call center managers responsible for supporting bank branch operations Internet lending executives looking to expand their capabilities.
Servicing retention executives responsible for retaining servicing run off.


Date 05-07-2019
End Date 05-08-2019

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