How do you do more with less? It may sound like a rhetorical question, but for business leaders it’s a mathematical equation that must be solved again and again in response to an ever-changing set of variables.
Right now, many of you are fielding more refi business than your processing and underwriting teams can handle. You could hire aggressively for the short term, or you could look for ways to streamline operations so you can do more with less. Social distancing mandates have sidelined your spring open house season. You could downgrade your purchase forecast for the quarter, or you could find alternative ways to engage your referral partners and drive applications.
We are constantly devising ways to solve lenders’ challenges on the mortgage marketing front. When we started working with SecurityNational, the company’s 500-plus loan originators were each running their own marketing programs. They piloted Surefire CRM as an experiment in doing more with less: could administrative-led marketing really be as effective as letting boots-on-the-ground originators run their own campaigns?