Program Content:
The combination of low rates and economic uncertainty is driving an overwhelming number of refinancings and originations, and mortgage operations are bursting at the seams. This tremendous volume compounded by an environment of increasing regulatory oversight means transforming the origination process to build in efficiencies with teams, workflows and systems is now more critical than ever. During this webcast Grant Thornton mortgage leaders will share insights to alleviate pressure points within the origination process and discuss strategies to incorporate intelligent automation, enhance the customer experience and recapture process, and transform the finance function.
Learning objectives
- Describe a holistic approach to enhancing the customer experience and recapture process
- Identify opportunities to build in efficiencies within the origination process
- Recommend opportunities to leverage intelligent automation to optimize cost and improve productivity
- Describe how to modernize the FP&A function to support enhanced and insightful decision making
Speakers:
- Matt Cooleen, Partner, Mortgage Industry Leader
- Jeff Kelly, Principal, Transformation
- Vivek Rodrigues, Senior Manager, Transformation
- Dan Perry, Senior Manager, Strategy & Transactions
- Scott Tripp, Director, Transformation
- Brandon Vaughn, Managing Director, Accounting Advisory Services
Recommended Field of Study: Business Management and Organization
Program Level: Overview
Prerequisite: None
Delivery Method: Group - Internet
If you have any questions or encounter any difficulties while enrolling, please contact technical support via email at
webcastCOE@us.gt.com, or visit our
webcasting frequently asked questions page.
If you are experiencing problems viewing or listening to an event, please review the event
help guide that provides minimum requirements and frequently asked questions.
If you have any questions regarding CPE credit, please contact CPE support via email at
CPEEvents@us.gt.com, or visit our
webcast CPE information page.