These mortgage client referral strategies outline how to show up consistently and meaningfully to support your referral ...

A strong loan pipeline is never built on a single referral source. The homebuying cycle is unpredictable, with rates changing and transaction volume rising and falling. Relying too heavily on one ...

CLEVELAND, July 10, 2024 /PRNewswire/ -- In today's competitive homebuying environment, KeyBank's (NYSE: KEY) latest digital investment in home lending is making it faster and easier for clients ...

This week I attended the Western Secondary Market Conference sponsored by the California Mortgage Bankers Association. The conference is always held at the St. Francis Hotel in downtown San Francisco.

Merrill Wealth Management is launching a new dedicated lending unit that aims to expand the firm’s credit options for high- and ultrahigh-net-worth clients and their advisors. The Merrill Lending ...

P2P lending may offer better returns than traditional fixed income but comes with credit, liquidity, and platform risks. Diversifying across many notes and assessing borrower credit quality helps ...

Charles Schwab CEO Rick Wurster said Wednesday that the firm will continue to ramp up its lending capabilities for registered investment advisors to offer clients. Wurster’s comments came during an ...

Even in an environment of rising interest rates, clients beyond the ultra-wealthy can access securities-based lines of credit to meet their goals while preserving assets. Many high-net-worth ...

PCMA, the pioneer and category leader in Non-Bank Private Client Lending, announced the unveiling of its brand position statement “We Are Private Client Lending" furthering their commitment to bespoke ...