A mortgage industry veteran with more than 35 years of experience, Dan Green is a consultant with BlackFin Group where he focuses on high performance lending. In this role he writes about the key metrics that determine lender performance and counsels industry executives on setting and achieving their goals for profitability and growth. Green has received his BSBA, with an emphasis in accounting, finance and economics from Michigan Technological University. He began his career with credit unions as an accounting and investment manager where he learned the ins and outs of mortgage banking accounting. He became a full-time mortgage banker with CUNA Mutual Mortgage in the mid-1990s, joining as chief marketing officer, working with credit unions on retail, wholesale and correspondent lending programs as well as mortgage loan servicing.
As the mortgage market tightens, sourcing and retaining leads will become more challenging. Showing applicants that you are doing everything you can to position them for the best rates and terms could be the difference between winning and losing.
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