Pivot to Purchase
60 minutes
Who should attend:
Loan originators, Managers
Overview:
The market has definitely changed: Interest rates are going up. Refi volume is going down. Home prices continue to rise. On top of that, DTI ratios are already tight for many potential homebuyers, and student loan forbearance ends May 2022. It’s time to shift your strategies.
Join us as we explore ways to pivot your product suite, sales strategy, and marketing efforts to a purchase-driven market. We’ll discuss how you can strengthen your purchase strategies by:
- Expanding referral relationships
- Getting creative with property listing data
- Leveraging down payment assistance programs
Upcoming Sessions:

Sean Moss
Sean has more than 18 years of experience in the real estate and finance industry, where his leadership roles ranged from loan operations to corporate-level technology projects and process improvement for small and large mortgage companies. As Executive Vice President, Product and Operations, Sean is responsible for guiding product strategy, driving product development, and ensuring operational efficiency, while also collaborating with customers and partners to implement new solutions for affordable lending challenges.
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