Founder
The Basis Point
Founder of The Basis Point®, a sales & strategy consultancy to banks, lenders, and fintechs – and a smart, fun financial media brand. We advise top companies in the space, and cut through the consumer finance, real estate, and fintech clutter to deliver sharp insights that consumers get and pros respect.
Mortgage originators will gain practical insights on navigating the evolving landscape of loan production, with a focus on leveraging AI and emerging technologies to enhance the customer experience and operational efficiency. The super-panel speakers will explore strategies for implementing a comprehensive one-stop-shop homeownership model, addressing both current market demands and future trends. Attendees will also learn approaches for preparing broker and retail LOs to adapt to various interest rate scenarios, particularly in light of potential Federal Reserve leadership changes anticipated by May 2026.