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
Chief Lending Officer
Total Expert
Emily Gardner
Chief Lending Officer
Atlantic Bay Mortgage Group
