Your volume isn't the problem. Your overhead is. This session shows originators and executives the best practices of highly efficient teams that manage to produce more loans with less staff.
We'll hear from originators who’ve scaled volume, cut costs per loan without increasing loan defects. We’ll dig into their best workflows to help you understand; where are you burning unnecessary time? What repetitive tasks can be eliminated or automated? How do you redesign handoffs to prevent bottlenecks? We'll focus on concrete examples: credit pulls, appraisal ordering workflows, condition tracking, verification loops, and underwriting tasks.
Whether you're at 5, 50 or 500 loans a month, there's margin hiding in your process.
Key Takeaways:
- Defining the best workflows for your organization.
- What in your process can be eliminated or automated.
- How to increase production without increasing headcount.
- Tech stack upgrades that can leverage your time and team.
- How to protect margins in a volatile market
Details
Tuesday, June 23, 2026
1PM ET