Practice and client management

While many companies and organizations try, diversity and inclusion efforts within the financial services have generally failed. What needs to be done in order to succeed? Join us for a panel discussion featuring guests from the Access Denied: Systemic Racism in Financial Services podcast.

The company is looking to tap into a surge of homebuying tied to historically low interest rates.

Former MBA chair and owner, president, and CEO of Union Home Mortgage, Bill Cosgrove, provides a peek into his pandemic playbook and offers advice to smaller lenders on how to stay competitive amid a rash of companies going public.

The final consent order contained the largest penalty, for $1.8 million to be paid by Low VA Rates. In total, the CFPB has issued $4.4 million in fines for such marketing of VA loans.

From pervasive discrimination at work to the dangers of #BankingWhileBlack, Black people in America face serious hurdles when engaging with the financial services. Join us for a panel discussion featuring guests from the upcoming Access Denied: Systemic Racism in Financial Services podcast.

Despite tangible evidence dispelling that it's hard to find Black talent, the financial services have yet to crack the code when it comes to building a representational workforce. But is it a sufficient solution on its own?

There will be no cocktail parties, breakfasts, lunches and dinners at this year's annual convention for the Mortgage Bankers Association. Instead of industry folks traveling to Chicago as was planned, arranging meet and greets in the exhibit halls, participants will sit in front of their computers in homes scattered across the country, thanks to the precautions created by the pandemic.

In too many places, identity verification and other vetting is still done manually, says Signicat's John Erik Setsaas.

Customers' needs and expectations changed drastically in 2020, overturning conventional thinking about their experience in the process. How can we strike the right balance between embracing digital channels and recognizing the value of human touch?