# data[].attributes.headline
Discovery - how did top LOs/BMs learn about UMortgage

# data[].attributes.subject
Discovery - how did top LOs/BMs learn about UMortgage

# data[].attributes.headline
LOs can earn the right to do panic locks because they've earned it via a good LQ score and cleanly submitted loans prior (like a Delta Skymiles account)

# data[].attributes.subject
LOs can earn the right to do panic locks because they've earned it via a good LQ score and cleanly submitted loans prior (like a Delta Skymiles account)

# data[].attributes.headline
Train & reinforce the LOs what the minimum standards are for what's needed for a lock

# data[].attributes.subject
Train & reinforce the LOs what the minimum standards are for what's needed for a lock

# data[].attributes.headline
Allow for 1 person a branch (that we trust) to do late night locks

# data[].attributes.subject
Allow for 1 person a branch (that we trust) to do late night locks

# data[].attributes.headline
identify the products that are allowed to do this/lenders that are allowed to do this.

# data[].attributes.subject
identify the products that are allowed to do this/lenders that are allowed to do this.

# data[].attributes.headline
Once approved, work with project team to create training, implementation timeline & company wide communication

# data[].attributes.subject
Once approved, work with project team to create training, implementation timeline & company wide communication

# data[].attributes.headline
New process to make sure lead source is entered into ARIVE to be synced correctly to CRM. 

# data[].attributes.subject
New process to make sure lead source is entered into ARIVE to be synced correctly to CRM. 

# data[].attributes.headline
Prioritize policy need and present to executives for final approval before moving to implementation & training 

# data[].attributes.subject
Prioritize policy need and present to executives for final approval before moving to implementation & training 

# data[].attributes.headline
Identify sales divisions who is able to lock late night/branches. One identified individual. 

# data[].attributes.subject
Identify sales divisions who is able to lock late night/branches. One identified individual. 

# data[].attributes.headline
Present policy to stakeholders for feedback that will be effected by the change

# data[].attributes.subject
Present policy to stakeholders for feedback that will be effected by the change

# data[].attributes.headline
Review successful calls to potentially revamp content or revisit hosts

# data[].attributes.subject
Review successful calls to potentially revamp content or revisit hosts

# data[].attributes.headline
Create intake process for gathering information on the issue at hand to draft outline of the policy & identify stakeholders to focus on issue at hand & details to add to policy 

# data[].attributes.subject
Create intake process for gathering information on the issue at hand to draft outline of the policy & identify stakeholders to focus on issue at hand & details to add to policy 

# data[].attributes.headline
Revisit promotion campaigns and advertisement spends

# data[].attributes.subject
Revisit promotion campaigns and advertisement spends

# data[].attributes.headline
Create a process for submissions where we have a panic lock. 

# data[].attributes.subject
Create a process for submissions where we have a panic lock. 

# data[].attributes.headline
A centralized place to submit a need for a new policy / finding gaps within the organization 

# data[].attributes.subject
A centralized place to submit a need for a new policy / finding gaps within the organization 

# data[].attributes.headline
Personal outreach to prospects to invite to call (outreach based on regions)

# data[].attributes.subject
Personal outreach to prospects to invite to call (outreach based on regions)

# data[].attributes.headline
Solution: Identifying a process for policy improvement and enforcing change across different departments 

# data[].attributes.subject
Solution: Identifying a process for policy improvement and enforcing change across different departments 

# data[].attributes.body
* QRG - (Quick Reference Guide)
* Overstaff by design
* Future Tech Checklist
* Additional Training for LOs on what's needed to reduce errors.
* LC Specialization - Currently done by lender and expertise

# data[].attributes.headline
Higher touch plan/experience for weekly hosts to ensure they are promoting call

# data[].attributes.subject
Higher touch plan/experience for weekly hosts to ensure they are promoting call

# data[].attributes.headline
Reaching out to LOPBU hosts 1:1 with CTA to share link on socials

# data[].attributes.subject
Reaching out to LOPBU hosts 1:1 with CTA to share link on socials

# data[].attributes.body
Business Innovation
Talent
Ops
Sales
Technology

# data[].attributes.headline
Create more in-depth reporting to track where leads are coming from.  

# data[].attributes.subject
Create more in-depth reporting to track where leads are coming from.  

# data[].attributes.headline
Define the correct Lead Sources and map to data coming into CRM

# data[].attributes.subject
Define the correct Lead Sources and map to data coming into CRM

# data[].attributes.headline
Opportunity: LOPBUM Traction: Need to generate more traction for LOPBUM call. We need more buy in from LOs in terms of posting about it on socials.

# data[].attributes.subject
Opportunity: LOPBUM Traction: Need to generate more traction for LOPBUM call. We need more buy in from LOs in terms of posting about it on socials.

# data[].attributes.headline
Opportunity: Policy Change Tracking: The Compliance Team is working through a new process to improve ongoing policy changes outside of the policy review committee. The policies that have been marked has high priority are all sales/operations driven. Getting feedback on the current policies identified has been a challenge due to other stakeholder priorities. This pain point is the main driver for proposing a new policy process.

# data[].attributes.subject
Opportunity: Policy Change Tracking: The Compliance Team is working through a new process to improve ongoing policy changes outside of the policy review committee. The policies that have been marked has high priority are all sales/operations driven. Getting feedback on the current policies identified has been a challenge due to other stakeholder priorities. This pain point is the main driver for proposing a new policy process.

# data[].attributes.headline
Opportunity: Lead Source Tracking: The Accounting/Finance Team needs a consistent way of tracking lead sources. This is a major pain point in regards to commissions.

# data[].attributes.subject
Opportunity: Lead Source Tracking: The Accounting/Finance Team needs a consistent way of tracking lead sources. This is a major pain point in regards to commissions.

# data[].attributes.headline
Opportunity: Locks prior to having full submission: Jeff Lake and others have provided feedback to LC's and the 1.62 Team, that they would like to lock prior to having a full submission completed. We need to brainstorm the best way to do this or allow for this optionality. Ultimately, we honor pricing at the time of submission (granted it is still live and within SLAs), does this just need to be reminded to all LO's?

# data[].attributes.subject
Opportunity: Locks prior to having full submission: Jeff Lake and others have provided feedback to LC's and the 1.62 Team, that they would like to lock prior to having a full submission completed. We need to brainstorm the best way to do this or allow for this optionality. Ultimately, we honor pricing at the time of submission (granted it is still live and within SLAs), does this just need to be reminded to all LO's?

# data[].attributes.headline
Opportunity: LC Quick Reference Guide: The BI team identified an opportunity to help LCs gain efficiency during their submission review process. Their new Process Guide is thorough and offers guidance on how to complete each step of the review, but the level of detail offered in the guide has been slowing LCs down during their review process.

# data[].attributes.subject
Opportunity: LC Quick Reference Guide: The BI team identified an opportunity to help LCs gain efficiency during their submission review process. Their new Process Guide is thorough and offers guidance on how to complete each step of the review, but the level of detail offered in the guide has been slowing LCs down during their review process.