Secondary Optimization
Service Description
Unlock Hidden Revenue and Maximize Profits with Our Secondary 101 Class The Secondary department is one of the most sophisticated and dynamic areas within a mortgage lender, managing competitive rates, risk, and profits. Yet, navigating the complexities of Secondary markets can be daunting, as even fractions of a point can mean the difference between losses, break-even, or significant profits. At BlackFin Group, we understand the unique language and challenges of Secondary teams. Our Secondary Workshop has consistently helped lenders uncover $500K–$1M in new annual revenues, providing actionable strategies and tools to optimize performance and maximize profits. Key Objectives & Takeaways: - Proven strategies and frameworks to drive profitability. - A Profitability Assessment Worksheet to identify opportunities. - Comprehensive checklists for routine self-audits to enhance execution. - Best practices for procedures, policies, reporting, workflows, leakage management, and contracts. Why This Workshop is Vital: In today’s volatile mortgage markets, Secondary success isn’t just important—it’s mission-critical. Market fluctuations, rate changes, investor appetite, technology challenges, competition, and hedging strategies all demand a razor-sharp focus to maximize pipeline execution and revenue. Who Will Benefit: - Bank Executives - Mortgage Executives - EVPs of Secondary/Capital Markets - Secondary Team Members Secure Your Competitive Edge. Let secondary our experts help you unlock the full potential of your Secondary operations. Enroll today and start turning market challenges into profit opportunities!
Cancellation Policy
Online Training Policy: Rescheduling and Refunds Instructor Rescheduling: The instructor has the right to request a reschedule of an online training session if unforeseen circumstances arise, or if the scheduled date does not permit their availability. In such cases, the instructor will notify all registered participants as soon as possible and provide alternative dates for the session. Participant Rescheduling: Participants who are unable to attend the scheduled online session may request a reschedule. The instructor will consider all reschedule requests, but rescheduling is subject to availability. Requests must be made at least 48 hours before the scheduled session. Failure to Respond to Reschedule Requests: If a participant fails to respond to three reschedule requests within a 30-day period, they will forfeit their right to reschedule, and no refund will be issued. The participant will be considered as having missed the class and will not be entitled to further rescheduling or a refund. No Refund Policy for Non-Responses: If a participant does not attend the scheduled class and has failed to respond to the reschedule options provided by the instructor, no refund will be issued under any circumstances. This includes failure to attend after multiple attempts to reschedule. This policy ensures smooth management of both instructor and participant schedules while maintaining fairness for all involved parties.
Contact Details
(888) 864-6924
info@blackfin-group.com
Corporate Office 8310 South Valley Highway, Englewood, CO, USA