Mortgage CIOs Discuss Impact, Innovation Tied to Covid-19 Experts Discuss How the Pandemic has Impacted Work Flexibility, Automation, and Data Strategy Saxony Partners convened a virtual panel of mortgage industry chief information officers to discuss how they have navigated the global pandemic and the effect it has had on their companies, and the industry as…

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We continue to work with our clients and colleagues to help them mitigate the impacts of Covid-19, which has created a variety of serious impacts (economic and otherwise) across all of the industries we serve. Together, we have devised, built, and serviced solutions that are helping companies survive and navigate the so-called new normal. Below…

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Coronavirus Recovery: A PPP Automation Success Story Integration, Automation, and the Paycheck Protection Program (PPP) Politics and hiccups aside, the CARES Act and specifically the Paycheck Protection Program (PPP) have helped many of small companies stay afloat during this time of economic shutdown. For Alex Fan, Vice President of the Financial Services, the PPP specifically led…

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Measuring the Impact of COVID-19 on the Mortgage Industry Everyone – borrowers, lenders, servicers, and consultants – connected in any way to the mortgage industry is looking for information about how the coronavirus and COVID-19 has impacted, is impacting, and will continue to impact this key pillar of the global economy. Saxony’s Financial Services team…

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Welcome to our YASC East Coast Digital Booth! Saxony Partners is sharing all of the information we would have delivered in-person at YASC East. Sure, we’re bummed that we can be with you in Washington, D.C., for Yardi’s annual YASC East Coast conference at the Washington Hilton. But just because YASC East Coast is going…

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Digital Strategy, Access to Data Transforms Financial Services Firm  Right-size Technology Solutions, Enterprise Data Warehouse Spurs Turnaround In late 2017, a private equity firm approached Saxony Partners’ Financial Services team with a problem – a Financial Services company they owned was losing money. The company included a large mortgage department, which accounted for the bulk…

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How Do You Know You Need a New LOS? Loan origination systems are easy targets when things go awry at mortgage firms. “I’ve seen situations where LOS pain has escalated to the point that it becomes an emotional thing,” said Alex Fan, Vice President of Saxony Financial Services. “At that point, people start blaming the…

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A Conversation About Common LOS Pain Points  Harry Hixson is an expert on loan origination systems and LOS implementation.  A senior manager at Saxony Financial Services, Hixson has experienced implementations first-hand as both a consultant and a client. Prior to joining Saxony, Hixson was the Vice President of Production Systems at Stearns Lending. He served…

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Saxony Financial Services and Your LOS Implementation Are you experiencing issues with your loan origination system? Are you considering making a switch to a new LOS?  How do you know that your problem is with your current system? Do you know which LOS aligns best with your business goals and processes? Do you have a team of experts…

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4 Keys to Successful LOS Implementation Are you pondering a switch to a new loan origination system? Then you have a vested interest in making sure the system you choose aligns with your business needs, that your processes are not compromised, and that the implementation goes as smoothly as possible.  Ticking all of those items…

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