The following guests sit down with host Justin White:

•   Dana Lang – President and CEO, Pulse Processing
•   Krysti Loftis – Vice President and COO, Pulse Processing


How Processors Can Position Themselves as Indispensable Resources for Mortgage Brokers

Processors play an integral role in getting a loan closed - but they are capable of so much more. How can processors set themselves and their mortgage broker partners up for success and help earn repeat business? Listen to episode #37 of Good. Better. Broker as we talk with the co-founders of a processing company who are looking to rewrite the playbook for processors across the industry.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to perfect your processing skills.


In this episode, we discuss ...

•   1:42 – How Dana views the role of a processor
•   3:44 – Krysti’s best practices as a processor
•   5:11 – Why Dana operates with a mindset that loans are not guaranteed
•   6:36 – Krysti on some common misconceptions involving the role of a processor
•   8:44 – Dana on the most important aspects of a broker-processor relationship
•   10:37 – Krysti on the role processors play in protecting a broker’s reputation
•   12:16 – Why Dana views the loan process as a relay race with the LO and processor
•   13:59 – What Dana hears when she asks a client why they’re looking for a new processor
•   17:12 – Why Dana believes in staying humble and asking questions
•   18:16 – Krysti’s tips for brokers on setting up their processor for success
•   22:21 – Why the front end of the loan process is the LO’s time to shine
•   23:21 – Why answering the phone is so important for processors
•   25:06 – Why Dana and Krysti put an emphasis on high quality over quantity of loans


Resources Mentioned in This Episode:

Power to Processors


Show Contributors:

Dana Lang
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Krysti Loftis
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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.

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