Free Resources for Mortgage Lenders

White papers, templates, videos and more to help enhance your lender experience.

Webinar

The Myths that Keep Millennials from Buying: Data-Driven Direction for Growing Your Share of America's Largest Homebuyer Market

Millennials have surpassed baby boomers as the nation’s largest adult generation, yet they account for only a fraction of the average lender’s pipeline. Watch this webinar if you're serious about pursuing America’s single largest homeownership market.

Infographic

Five Steps to Pain-free Loan Commissions in CompenSafe

No pain, no gain' may work in the gym, but when it comes to your loan commission process, there is no need for the pain. This workflow infographic shows the loan commission process from start to finish  in CompenSafe.

 

Webinar

Deal or No Deal: Growth and Exit Strategies for Today's Mortgage Lender

As the pandemic recedes, M&A interest and IPO activity are heating up in the mortgage industry. Don't miss this fireside chat with industry expert Rob Chrisman and LBA Ware CEO & Founder Lori Brewer.

Brochure

LimeGear Scorecards Lookbook

These role-based scorecards in LimeGear let you monitor performance through the lens of the key performance indicators (KPIs) that matter most for each role.

Webinar

More Insights, Better Decisions: Michael Fratantoni’s 2021 Mortgage Industry Outlook

MBA Chief Economist Michael Fratantoni leads a data-packed discussion on the state of the mortgage industry.

Webinar

Comp Compliance: Your Top 10 Incentive Comp Compliance Questions Answered

Industry expert Loretta Salzano answers the top 10 FAQs about LO, branch manager, & ops compensation practices.

Webinar

The Sophisticated Payroll Coordinator's Guide to the LO Comp Rule

In this free, on-demand webinar, practice leader of the Mortgage Banking Group, Richard Andreano brings you a 60-minute crash course on the LO Comp Rule.

Video

Set Goal with a Compensation Calculator

Goal-setting is made easier with LimeGear's annual loan compensation calculator, crossing the finish line before you begin.

Video

Ditch Spreadsheets for Pipeline Management

Say 'goodbye' to those dreaded spreadsheets and 'hello' to actionable insights with LimeGear pipeline management tools.

Webinar

Regulatory Resilience During a Pandemic

In this free, on demand webinar, mortgage banking regulatory compliance expert James Brody provides critical insights for navigating regulatory requirements during a pandemic.

Brochure

LimeGear Overview One Sheet

For the first time, mortgage lenders can leverage data from all your systems and tools to get a leads-to-production view of the information needed to effectively manage, measure, and operate your business.

Video

CompenSafe’s integration with LimeGear

Discover a better way to maximize your incentive compensation plans, with the power of CompenSafe and LimeGear together.

Video

How To Schedule a Meeting

This video walks you through how you can schedule a meeting with LBA Ware using our meeting scheduler.

Infographic

2019 Year in Review

Take a look at the mortgage lending trends, victories, and highlights from 2019 in our annual Year in Review infographic.

Template

Branch Projections Template

Use this free worksheet to streamline your branch projections both on the branch and loan originator levels.

Video

This is LimeGear

LimeGear provides an enhanced lender experience, equipping mortgage lenders with turnkey, enterprise-grade business intelligence.

Video

This is CompenSafe

CompenSafe will change how you incentivize performance for every LO, processor, branch & loan. It's how loan commissions were meant to be managed.

White Paper

How to Build a Team of Hall of Fame Originators

Get a closer look at how your bottom line is being impacted by each performance tier and learn tips for building a team of hall of fame LOs.

White Paper

How to Use Incentive Comp Plans to Drive Growth

An introduction to incentive compensation plans for mortgage lenders.