Our Blog
Our blog publications offer our opinions, tips, and tools on a variety of topics. These articles are prepared by our consultants with specialties in compliance, quality control, staffing, training, mortgage technology, management solutions, secondary markets, loan servicing, and more.
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What Defines a Great Place to Work?
In recent years, community banks and credit unions have increasingly recognized the value and impact of standing out as inspiring and rewarding workplaces. We’ve identified five core focuses shared by those institutions that have succeeded and are focusing on the first two in this series: building a culture of coaching and feedback; and investing in people as much as the community.
Assessment and Development Plan for Operations
The mortgage industry is rapidly changing due to AI, shifting customer needs, and an aging workforce. Operations leaders must proactively assess their teams and functions to identify skill gaps and areas for automation. By investing in development, clear change management, and targeted training now, organizations can build a resilient, adaptable team ready to thrive in this new era.
The Impact of a Clearly Defined Work Culture in Attracting and Retaining Motivated Employees
A well-defined culture not only attracts the right candidates but also fuels business success through a committed, high-performing workforce.

