The document discusses five truths for defining a mortgage strategy. It outlines that a strategy is a high-level plan to shape the future. The five truths are having a vision, commitment to the vision, proper performance and productivity tracking (PPT), internal measurement of goals, and external measurement of goals against market benchmarks. The document encourages downloading additional resource materials on defining a mortgage strategy.

1. Five Truths To Defining
Mortgage Strategy
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13

2. Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
You Ought To
Think bout That
Thursday, June 27, 13

3. What is Strategy?
A high level plan to
shape the future.Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13

4. The Five Truths
Today’s Facts
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Vision Commitment
PPT Measurement
Thursday, June 27, 13

5. Truth #1
Today’s Facts
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13

6. The American Dream
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
is alive and well.
Thursday, June 27, 13

7. No refi for you
or any other lender.
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13

8. Pay attention to
rate trendsCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13

9. Ability to Repay Rules
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Qualified Mortgage &
Thursday, June 27, 13

10. Vision
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Truth #2
Thursday, June 27, 13

11. An Example Vision
Statement
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
We will be a top three
purchase-money residential
real estate lender in our
market, catering to first-time
homebuyers throughout their
lifetime of homeownership.
Thursday, June 27, 13

12. Commitment
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Truth #3
Thursday, June 27, 13

13. Characteristics &
Responsibilities
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13

14. What’s your...
...Member ShareCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13

15. PPT
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Truth #4
Thursday, June 27, 13

16. Measurement
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Truth #5
Thursday, June 27, 13

17. Four Internal Measures
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Member Share Pull-Through
Productivity Cost-to-Close
Thursday, June 27, 13

18. Two External Measures
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Affordability Index
Thursday, June 27, 13

19. Two External Measures
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Homeownership Rate
Thursday, June 27, 13

20. What Next?
Download Resource
MaterialCopyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13

21. Download the eBook
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Go To
News & Media > White Papers
at
www.mortgagecadence.com
Thursday, June 27, 13

22. Download the White
Paper
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Go To
News & Media > White Papers
at
www.mortgagecadence.com
Thursday, June 27, 13

23. Download the White
Paper
Go To
News & Media > White Papers
at
www.mortgagecadence.com
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13

24. Contact Information
Nizar Hashlamon: nhashlamon@mortgagecadence.com
Dan Green: dgreen@mortgagecadence.com
Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
608.770.7861
206.321.6773
Thursday, June 27, 13

25. Copyright 2013. Mortgage Cadence, LLC. All Rights Reserved.
Thursday, June 27, 13