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Reducing risk: Why the right IT service provider matters

In real estate, title insurance and mortgage lending, technology keeps transactions moving. Production platforms, email, cloud applications and networks must operate reliably and securely, often under significant time pressure. For many small and mid-sized organizations, managing that environment entirely in-house is not practical. An experienced IT service provider can fill critical gaps, support employees, maintain […]

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Proprietary reverse mortgages are outpacing HECMs. It’s time to raise the bar on fee transparency. 

Recently, a woman contacted me after her daughter encouraged her to get a second opinion before closing on a reverse mortgage. She had already chosen a lender, attended reverse mortgage counseling, completed her application and was ready to move forward. She simply wanted someone to review the numbers.  When I opened the Loan Estimate, one

Proprietary reverse mortgages are outpacing HECMs. It’s time to raise the bar on fee transparency.  Read More »

The mortgage industry has been focusing on only half the market

For decades, the mortgage industry has focused on helping consumers buy and refinance homes. It’s where lenders have built their businesses, where technology has evolved and where most originators have spent their careers. But that’s only half the market. Every day, homeowners move into a new phase of homeownership. They build equity, enter retirement, help

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