Transcript
Page 1: Four Mortgage Metrics that Matter (Presentation Slides)

Four Mortgage Metrics

That Matter

Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.

Dan Green

EVP, Marketing

Mortgage Cadence, LLC

Page 2: Four Mortgage Metrics that Matter (Presentation Slides)

Five Decades of CU Mortgage Lending

Mortgage Lending is a Core StrategyCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.

Page 3: Four Mortgage Metrics that Matter (Presentation Slides)

Directionally Correct & Diagnostically Oriented

Measurement Simplified

Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.

Page 4: Four Mortgage Metrics that Matter (Presentation Slides)

The Four Metrics

I. Member ShareII. Pull-Through IV. Cost-to-Close

III.Productivity

Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.

Page 5: Four Mortgage Metrics that Matter (Presentation Slides)

Member Share

How many borrowed last year?Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.

Page 6: Four Mortgage Metrics that Matter (Presentation Slides)

What’s your. . .

. . .Member Share

Page 7: Four Mortgage Metrics that Matter (Presentation Slides)

Pul l -Through

Solv ing the Myster yCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.

Page 8: Four Mortgage Metrics that Matter (Presentation Slides)

The Pul l -Through Formula

Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.

Pu l l -ThroughLoan Appl icat ions per year

Loans Closed per year=

Page 9: Four Mortgage Metrics that Matter (Presentation Slides)

Product iv i ty

People , Process , St rategy, Technology

Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.

Page 10: Four Mortgage Metrics that Matter (Presentation Slides)

The Product iv i ty Formula

Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.

Product iv i ty# of product ion s ta f f

Loans Closed per month=

Page 11: Four Mortgage Metrics that Matter (Presentation Slides)

Cost- to-Close

The Crucia l Metr icCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.

Page 12: Four Mortgage Metrics that Matter (Presentation Slides)

Est imat ing Cost- to-Close. . .

. . . i s as s imple as fo l lowing the cur ve.

Page 13: Four Mortgage Metrics that Matter (Presentation Slides)

Compet i t ive Advantage

Why the Metr ics MatterCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.

Page 14: Four Mortgage Metrics that Matter (Presentation Slides)

Achieving Pr ic ing Advantage

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Cost-to-Close Savings Estimator

Page 15: Four Mortgage Metrics that Matter (Presentation Slides)

What Next?

Three more th ings to do th is year.( ) Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.

Page 16: Four Mortgage Metrics that Matter (Presentation Slides)

Contact In format ion

Nizar Hashlamon: [email protected] / Dan Green: [email protected]

Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.

Page 17: Four Mortgage Metrics that Matter (Presentation Slides)

Download the eBook

Go To

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White Papers

at

www.mortgagecadence.com

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Page 18: Four Mortgage Metrics that Matter (Presentation Slides)

Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.


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