Identify, Evaluate, Take Action

growing financially

Now is the time to re-evaluate your mortgage strategy to maximize profitability and uncover new opportunities from your operation. Use the checklist below to assist you in this process, considering all available funding methods, product offerings, organizational structure, operating expenses and other factors. Improve profitability, nurture growth and benefit your members. All while managing risk.

MORTGAGE STRATEGIES

Portfolio Lending
Utilize your own balance sheet to generate interest income.

Non-agency Partner
Leverage the participation of related partners. From wholesale to delegated correspondent, these business entities can offer varying levels of involvement while providing you with access to a wide range of products

Agency Direct
“Own the process” and sell your loans directly to Freddie Mac, Fannie Mae and FHLBs, or pool government loans directly with Ginnie Mae.

Evaluate critical internal factor each Mortgage Strategy with this free download.

Regardless of your current strategy, make sure you have a sound Business Continuity Plan in place. Take action on realigning your mortgage strategies today.

For mortgage professionals only. Not a consumer advertisement or a commitment to lend. The content on this site is intended for informational purposes only and should not be considered account, legal, tax or financial advice. Links to third-party websites may be provided for your convenience; however, QRL Financial Services does not guarantee the reliability, accuracy, or safety of the information, products, or services offered on these external sites. We are not liable for any damages resulting from the use of these links, and we do not investigate, verify, or endorse the content or opinions expressed on any third-party sites. NMLS # 408902.

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