Teraverde Management Advisors

11/29/2021

Join the latest webinar with Jim Deitch on - Strategies To Drive Winning Sales Performance at Lower Costs.

Jim will reveal discussions with Billy Beane and winning strategies for Residential Lending.

Register here:
https://register.gotowebinar.com/register/6116352706022000655

11/26/2021

Webinar Alert: Strategies To Drive Winning Sales Performance at Lower Costs

With rates up, now is the time to plan the “Now What…?” to continue your success of the past 18 months. And the first order of business is to focus on 'Working ON the Business, not IN it'.

Register here:
https://register.gotowebinar.com/register/6116352706022000655

You may remember the book and movie, “Moneyball”. Moneyball profiled how Billy Beane, Executive Vice President of the Oakland Athletics Major League Baseball team won frequently despite having one of the smallest payrolls in baseball. Beane “Worked on the Business” and devised a data driven strategy that produced wins for a consistently lower cost than his competition. The results have been consistently better performance at the lowest cost per win…for over 20 years.

11/25/2021

Happy Thanksgiving from Teraverde! We are thankful to help the mortgage industry move forward with technology and innovation.
We are truly grateful to help our clients achieve new levels of growth. Enjoy your time with your friends and family.

11/14/2021

Nov. 17 at 3 pm ET. Learn about Data Intelligence and how you can apply 'Working on the business' strategies in your lending business.

Click here to register for the webinar:
https://us02web.zoom.us/webinar/register/WN_4gZASpObSF2HNvi0S2FzMw

More information about the webinar and registration: https://www.teraverde.com/mortgage-banking-work-on-the-business-not-in-it/

Mortgage Banking Strategy and Data Intelligence webinar with David Fitzell Senior Vice President, Director of Residential Lending MD and Jim Deitch CEO of Teraverde

11/13/2021

Make sure you sign up for this webinar and learn about the lending strategies from these two mortgage industry thought leaders. Nov. 17 at 3 pm ET.
Click here to register for the webinar:
https://us02web.zoom.us/webinar/register/WN_4gZASpObSF2HNvi0S2FzMw

More information about the webinar and registration:
https://www.teraverde.com/mortgage-banking-work-on-the-business-not-in-it/

11/11/2021

Join us on this webinar! 'Working on the Business' Success Lessons from the Atlanta Braves, Southwest Airlines and High Performing Lenders. Nov. 17, 2021 at 3 pm ET. Featuring James M. Deitch, CPA CMB CEO of Teraverde and David Fitzell Meridian Bank Senior Vice President, Director of Residential Lending MD will discuss these topics in this one hour webinar:

- How the Atlanta Braves won the 2021 World Series, by working on the business.
- How Southwest Airlines became the most consistently profitable airline of the last 50 years, by working on the business.
- Some lenders are always profitable, regardless of the business cycle, achieved by working on the business.
- Why mid-size lenders could have a decisive advantage over the next three years.
- The five tools for Measuring What Matters in evaluating loan originators, AEs and reps.
- What you should do now to ensure continued profitability and to prepare your company for outstanding performance over the next three years.

Register for the Webinar here:

Join Jim Deitch, CEO of Teraverde and Best Selling Author and David Fitzell, Meridian Bank Mortgage Division President, as they discuss these topics and more: • How the Atlanta Braves won the 2021 World Series, by working on the business. • How Southwest Airlines became the most consistently pro...

11/01/2021

Professional sports franchises and mortgage lenders have a lot more in common than you may think, such as mergers and acquisitions, branding and star players, and recruitment. However, their most important link or connection is the need to always remain competitive while prioritizing their customers’ experience.

First, just like the 2002 Oakland Athletics, a lot of independent mortgage lenders in the country today find themselves competing with better-funded and larger organizations in order to secure top-producing talent. This is why understanding the latest data-driven approaches and techniques of identifying, attracting, and retaining the best talent is usually a great equalizer.

Secondly, like baseball about two decades ago, keep in mind that mortgage lending is an old-school institution, and it is trying to grow up and improve when it comes to the use of data and analytics.

While Beane’s methods were first considered radical, now they are viewed as a best practice. We think that mortgage lenders are also at a similar inflection point regarding how they use data and analytics in order to support organizational expansion and maximize profitability.

Use the Application:

Teraverde releases App that analyzes 'MLB' Major League Baseball teams cost per win this strategy is very important in mortgage lending.

10/06/2021

Here's how you can work on the business.

Check out the latest article by James Deitch on working on the business:
https://loan-vision.com/resources/blog/work-on-the-business-not-in-the-business/

More information to come!

10/05/2021

Teraverde is helping Encompass Users through challenging obstacles. We have helped hundreds of lenders implement and reimplement Encompass the Loan Origination system.

We provide solutions in 48 hours, these solutions help lenders tackle large workloads. Productivity Solutions that help lenders automate the tedious tasks.

Teraverde is an Elite Consulting Partner for Encompass.

Click below to Learn more .

Teraverde helps new Encompass users and existing Encompass Users. Learn More About Teraverde's Encompass Implementation Process and other Encompass Tools.

09/29/2021

Get real time mortgage data visualized, organized and on demand. With Coheus, the 'out of the box' solution you get 4 Apps in 48 hours. The Apps are designed to show you the critical data for decision making in operation and sales. You have Apps designed for Executive strategy and Apps designed to drill into Contribution to Profit.

Click here for Live demo and information: https://www.teraverde.com/coheus-mortgage-business-intelligence/