Own the Moment - Opportunities to Address by Corie Meredith https://padlet.com/cmeredith13/awsiszi7lvuoyfw Identify departments involved and potential solutions for your assigned opportunity. en-us 2023-07-13 20:36:47 UTC 2023-07-21 15:16:18 UTC hello@padlet.com 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. cmeredith13 https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2644621012 2023-07-13 20:40:00 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2644621012 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? cmeredith13 https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2644621192 2023-07-13 20:40:53 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2644621192 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. cmeredith13 https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2644621274 2023-07-13 20:41:19 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2644621274 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. cmeredith13 https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2644621359 2023-07-13 20:41:44 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2644621359 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. cmeredith13 https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2644621442 2023-07-13 20:42:07 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2644621442 Technology https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645251194 2023-07-14 15:09:27 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645251194 Sales https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645251227 2023-07-14 15:09:34 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645251227 Accounting/Finance https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645251324 2023-07-14 15:09:50 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645251324 Define the correct Lead Sources and map to data coming into CRM https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645251644 2023-07-14 15:10:36 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645251644 Recruiting https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645251748 2023-07-14 15:10:49 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645251748 Marketing https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645251780 2023-07-14 15:10:52 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645251780 Sales https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645251832 2023-07-14 15:10:57 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645251832 Onboarding https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645252016 2023-07-14 15:11:07 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645252016 Create more in-depth reporting to track where leads are coming from. https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645252031 2023-07-14 15:11:08 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645252031 https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645252239 Business Innovation
Talent
Ops
Sales
Technology]]> 2023-07-14 15:11:36 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645252239 BI https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645252421 2023-07-14 15:12:06 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645252421 Reaching out to LOPBU hosts 1:1 with CTA to share link on socials https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645252498 2023-07-14 15:12:17 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645252498 Higher touch plan/experience for weekly hosts to ensure they are promoting call https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645252923 2023-07-14 15:13:39 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645252923 Promotion strategy for all LOs https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253152 2023-07-14 15:14:15 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253152 Personal outreach to prospects to invite to call (outreach based on regions) https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253390 2023-07-14 15:14:48 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253390 https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253450 * 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]]> 2023-07-14 15:14:59 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253450 Game-ify attendance based on referrals https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253510 2023-07-14 15:15:10 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253510 Solution: Identifying a process for policy improvement and enforcing change across different departments https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253541 2023-07-14 15:15:15 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253541 Sales https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253635 2023-07-14 15:15:30 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253635 Ops https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253679 2023-07-14 15:15:36 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253679 Cap Mkts https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253731 2023-07-14 15:15:43 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253731 Compliance https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253772 2023-07-14 15:15:51 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253772 Run more paid ads https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253874 2023-07-14 15:16:07 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253874 A centralized place to submit a need for a new policy / finding gaps within the organization https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253950 2023-07-14 15:16:14 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253950 Revisit promotion campaigns and advertisement spends https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253990 2023-07-14 15:16:20 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645253990 Run special edition campaigns https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645254211 2023-07-14 15:16:55 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645254211 Review successful calls to potentially revamp content or revisit hosts https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645254304 2023-07-14 15:17:10 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645254304 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 https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645254429 2023-07-14 15:17:33 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645254429 LO Prospect Referral leaderboard cmeredith13 https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645254873 2023-07-14 15:18:35 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645254873 Competition (March Madness-esk) cmeredith13 https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645255001 2023-07-14 15:18:50 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645255001 Workplace Badge - Top Recruiter cmeredith13 https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645255200 2023-07-14 15:19:27 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645255200 Create a process for submissions where we have a panic lock. https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645255413 2023-07-14 15:19:56 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645255413 Present policy to stakeholders for feedback that will be effected by the change https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645256003 2023-07-14 15:20:34 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645256003 Identify sales divisions who is able to lock late night/branches. One identified individual. https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645256065 2023-07-14 15:20:42 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645256065 Prioritize policy need and present to executives for final approval before moving to implementation & training https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645256422 2023-07-14 15:21:03 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645256422 New process to make sure lead source is entered into ARIVE to be synced correctly to CRM. https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645256630 2023-07-14 15:21:39 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645256630 Once approved, work with project team to create training, implementation timeline & company wide communication https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645256689 2023-07-14 15:21:48 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645256689 Marketing https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645256716 2023-07-14 15:21:52 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645256716 identify the products that are allowed to do this/lenders that are allowed to do this. https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645256831 2023-07-14 15:22:14 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645256831 Allow for 1 person a branch (that we trust) to do late night locks https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645257936 2023-07-14 15:24:14 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645257936 Train & reinforce the LOs what the minimum standards are for what's needed for a lock https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645258153 2023-07-14 15:24:51 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645258153 BI https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645258548 2023-07-14 15:25:43 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645258548 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) https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645258669 2023-07-14 15:25:59 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2645258669 Discovery - how did top LOs/BMs learn about UMortgage cmeredith13 https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2649250049 2023-07-21 15:11:47 UTC https://padlet.com/cmeredith13/awsiszi7lvuoyfw/wish/2649250049