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Revisiting ASC 842: What are the changes and how can you meet this deadline?

As it looks like it might actually now happen, we thought it was a good time to revisit an article we wrote back in 2019, which delved into some pretty significant accounting regulation changes which could affect all mortgage banks, but especially branch heavy retail lenders. Having recognized some major holes in ASC 840, the …

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Warehouse Line Management Automation Grows Your Profits

Over 70% of today’s mortgage origination volume comes from Independent Mortgage Bankers using warehouse lines of credit as their primary source of funding and there are few relationships more important than between a mortgage banker and their warehouse partner.  As former mortgage bankers, we knew bringing AI decisioning and automation to warehouse line management would …

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Creating Differentiation: How Intelligent Automation Can Help You Reimagine and Reengineer Mortgage Origination

As more fintech companies invest in the mortgage space, and with more IMBs going public seemingly every week, the technology landscape in mortgage lending – which typically lags other financial services industries – is changing rapidly and can be leveraged to create a significant competitive advantage. Innovative automation solutions currently in the market have been …

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PPP 2.0 Guidance for Lenders

The latest stimulus bill passed by Congress allocates $284 billion to small businesses through the Paycheck Protection Program (PPP). This new legislation is said to have tighter requirements with more relaxed tax regulations. PPP round two reopens the program for first-time borrowers provides better flexibility for spending PPP funds, and, under certain conditions, allows prior …

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Economic Implications of 2020 and the Consolidated Appropriations Act (CAA)

At the end of December, we typically give a general update to clients for year-end planning.  The standard practice is to review realized gains, ordinary income, and determine if there is an option to defer income and accelerate deductions.  This would include harvesting capital losses in investment portfolios to offset gains, determining elections to expense …

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Four Tips For Communicating More Effectively with Your Branches

It’s no secret that most branch managers were (and may still be) high performing loan officers and because of this, the vast majority naturally tend to be hyper-focused on production goals when it comes to performance review time. However, despite its undoubted importance production is not the be-all, end-all performance measurement metric. Working and speaking …

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