Good. Better. Broker.

Engineering the Perfect Loan Process | Episode 40


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The following guest sits down with host Justin White:

•   Jason Cecco – President, Lending Heights


Analyzing Every Facet of Your Loan Process to Impress Clients and Loan Originators

Every mortgage loan is like a puzzle that an originator must piece together. What would you see if you were to pull those pieces apart and analyze them? Listen to Episode #40 of Good. Better. Broker. as we talk with a mortgage broker who has broken down every component of the loan process as part of his mission to build the best place for a loan officer to work.

In this episode of the Good. Better. Broker. podcast, you’ll learn what it takes to build an efficient loan process and how that translates to happier originators and borrowers.


In this episode, we discuss ...

•   2:32 – What Jason looks at to make the loan process faster and easier
•   3:37 – How maximizing efficiency has helped Jason’s company grow
•   4:51 – How Jason is using predictive analytics to make his company more efficient
•   7:02 – How Jason’s company is using machine learning and AI
•   8:13 – The importance of focusing on the small details of the loan process
•   9:48 – How cross-training your team helps combat the cyclical nature of the industry
•   10:51 – Why Jason views his company’s process as a service
•   13:01 – How building a perfect process helps Jason work toward his goal of creating the best place for a loan officer to work


Resources Mentioned in This Episode:

Monday
Office 365
Chat GPT


Show Contributor:

Jason Cecco
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Justin White is UWM’s in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.

Connect with Justin on LinkedIn, Instagram or Twitter


Connect with UWM on Social Media:

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Head to uwm.com to see the latest news and updates.

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