Breaking Out of the Comfort Zone

“Our motivation basically boils down to completing the best loans for our clients as seamlessly as possible. Sometimes we lose track of the personal part of the equation. I’m not talking about our relationship with homebuyers—we’re always solid there. I mean what happens in the office, over the phone, and via email between our team members.”   This client quote echoes a common theme we hear.  We’ve been working with this large national lender, in particular, since 2011. They first contacted us to help reach a number of strategic goals, including improving the way their employees communicate and collaborate with [...]