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Hedging, Webinars, HELOC, Prequal Tools; STRATMOR on Servicing; Lunches and RESPA

It is said that if all the hunters on opening day(s) of deer season in Wisconsin were grouped together, they would comprise the sixth largest army in the world! Sometimes lenders feel that they have a target on their backs, and here at the WMBA’s 49th Annual Real Estate & Finance Conference in Milwaukee, some of the informal talk in the hallways is about avoiding redlining, a focus of audits and exams. Another is RESPA. When does “As you wish” or “intent” figure into lending? “Rob, is it true that the same business lunch can either be a RESPA violation, or not?” I am not an expert in compliance, but yes, that is true. If you’re an LO who takes a real estate agent to a nice lunch as a thank you for sending business your way, that is seen as a thing of value and would be a RESPA violation. If the same nice lunch is used to discuss new programs and training that your company offers real estate agents, then it is copacetic

Secondary Marketing, Broker Delivery, Outsourcing Products; Conv Conforming News; Rates, Inflation, and the Fed

For anyone attending the California MBA’s Western Secondary starting this weekend, here’s a challenge too good for any tennis players to pass up. Augie Del Rio, CEO of Gallus Insights, and I will play doubles against anyone Sunday afternoon from 2-4PM across the street from the Waldorf. The loser of 2 out of 3 sets pays $500, the winner gets to decide the charity. First two to email Augie snags the opportunity. (I don’t know Augie’s skill level, but I am old… it’ll be like shooting fish in a barrel.) Speaking of the Western Secondary Market Conference, the California MBA uses the financial resources derived from this to support advocacy efforts in Sacramento. No “lobby rats!” If you’re going, sign up. Support the organization! (Today’s podcast can be found here and this week’s is sponsored by Richey May, a recognized leader in providing specialized advisory, audit, tax, technology and other services to the mor

Profitability Analysis, Closed-End 2nd Products; Ginnie Ticket Primer for Government Program Lenders

Hey, I’ve got news for you: 2023 is half over. Sometimes reality bites, and vendors and lenders can’t sit there, wringing their hands, waiting for things to get better on their own. Are lenders suddenly going to make huge margins on lots of volume in the second half? Are LOs who were doing 2-3 loans a month in the first half suddenly going to do 4-6? Are vendor reps suddenly going to double their clients? Are rates going to plummet? Is the number of houses for sale going to skyrocket? Banks, credit unions, and depositories are certainly doing something. An analysis of call reports shows that mortgage banking income at banks and thrifts increased by 36 percent on a sequential basis. JPMorgan Chase and Wells Fargo individually more than doubled their MB income from the fourth quarter to the first. Others, like Truist and PNC followed, as Inside Mortgage Finance points out. That said, to the surprise of no one, mortgage-banking income at banks and thrifts was down 38 percent

Secondary, Processing, VOE, Subservicing; Conventional Conforming News; Affordability Study

Here in Louisville, at AgFirst’s Correspondent Lending Conference, much of the discussion involves going after builder business (“focusing on how fast they get paid so they can pay their subs”), rural programs (“know how to communicate with your clients, or else”), top producer success (“treat your processor like royalty, and fill out the information correctly in the first place,” “set boundaries,” “sell yourself, not rates”) and agriculture. In ag news, the amount of butter the U.S. has in cold storage is down 22 percent compared to a year ago, and the average price of Grade AA Butter is up 80 percent year over year: seasonal milk production is down, there were 11,000 fewer milk-producing cows on U.S. farms compared to a year ago, and dairy products that see seasonal surges like cream cheese and eggnog are eating into supplies of milk that would otherwise go into butter. As butter prices rise, people switch t

PPE, Sales Performance, Bank Statement, Non-QM Products; Upcoming Training, Webinars, and Events

“Common sense is not a gift. It's a punishment because you have to deal with everyone who doesn't have it.” This is a tough market, and common sense usually isn’t enough to get through it. Lenders have expressed the need for advice on how to stop the bleeding by employing effective revenue tactics and optimizing efficiencies in their back-office operations. Identifying key areas in which to focus via informed benchmark data is a critical component to designing and deploying impactful tactics. STRATMOR can help. Contact CEO Lisa Springer to learn more. Did someone say revenue? Bicycles, which saw an unprecedented surge in demand over the course of the pandemic, are seeing sales come back down to earth. In the first six months of the year, revenue at bicycle shops in the U.S. was down 7 percent compared to the same six months of 2021. That’s a slight miss, but the business overall is still up substantially off the pre-pandemic levels. (Availabl

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