Capture Refis First: Strategy + Strike Rate Training
The webinar, titled “Capture Refis First: Strategy + Strike Rate Training,” walked mortgage professionals through a systematic approach to identifying and acting on brief refinancing windows. Host Barry, joined by industry analyst Bill Hagman, emphasized shifting mindset from frustration over volatile rates to proactive client engagement. Key insights included contacting every client from the past three years, using the proprietary strike‑rate tool to pre‑set target rates, and leveraging the “cost of waiting” calculator to illustrate lost savings when clients hesitate. The presenters highlighted that Treasury‑rate dips often last only one to four days, making timely outreach essential. Examples featured a chart of ten‑year Treasury dips and a scenario where a $400,000 loan at 7% could save $260 monthly at a 6.25% strike rate. By quantifying the $1,560 loss over six months of waiting, the team demonstrated how to counter client greed with concrete numbers. The implications are clear: agents who automate alerts, customize thresholds by loan size, and lock in strike rates will capture more refinances, boost pipeline volume, and enhance client satisfaction, ultimately driving higher revenue in a competitive market.
Stop Competing on Rate: How to Become the Go-To Lender for Complex Transactions in 2026
The webinar titled “Stop Competing on Rate” warned mortgage originators that price‑only strategies are becoming obsolete as AI slashes underwriting costs and automates routine tasks. Speakers Larry Gonzalez and Trevor Carlson illustrated how focusing on complex, niche products—VA, non‑QM, and...
Mastering the Refi Game with Strike Rate
The webinar focused on mastering refinance opportunities through the "strike rate" methodology, emphasizing that loan originators should view database management as continuous relationship and liability management rather than a one‑time transaction. Speakers from Lone Atlas and NBS Highway walked participants...