Deep Dive On 3 Lender Growth Strategies For 2024-25

Lenders grow primarily from customer acquisition, loan officer (LO) recruiting, and operational efficiency – and in this panel, top lenders share strategies in these 3 areas. On customer acquisition, what's the right balance of LO salesforces and marketing strategies to acquire customers, especially if you want to get to customers before realtors? On growing your LO base, is the focus M&A dealmaking, or traditional recruiting powered by superior data and tactics? And on operational efficiency, how do you optimize purchase lead-to-close metrics, what's your staffing strategy for a potential refi wave, and should you have LOs provide more homebuyer services as NAR rules change?