In today’s unpredictable economic climate, many financial institutions struggle to accurately assess loan profitability at the individual loan level. How often are you missing critical details that impact bottom-line results? Join us for an insightful session designed for banks and credit unions seeking to strengthen their financial performance. Richey May experts will share proven strategies for tracking and managing loan-level data to drive profitability, while introducing benchmarking and peer comparison to help identify key KPIs and reveal how your portfolio performs in the industry landscape.
Discover how to:
• Leverage robust pricing engines and detailed cost breakdowns to ensure you’re capturing all relevant data.
• Align reporting and origination costs to create a more accurate picture of profitability.
• Set up proactive alerts to monitor key thresholds and respond quickly to changes in loan performance.
• Learn to incorporate programs that merge financial and operational data.
Don’t miss this opportunity to navigate uncertainty with confidence—and ride the wave to improved profitability!
Leadership in financial services means owning risk, not just tracking it. But today’s risk isn’t limited to compliance checklists or economic headwinds anymore. It now must be embedded in decision-making, in the bank and credit union's culture, and in plain sight. Banks and credit union leaders face pressure to act fast, lead smart, and deliver results—without losing sight of mission or member trust, while managing key risks. This webinar is a grounded, executive-level conversation about enterprise risk and more - what’s changing, what’s not, and what might be missing. We’ll explore risk, from financial, cyber, governance to regulatory change. Expect insights you can act on, frameworks that stick, and a space to think out loud with peers who’ve been there.
In today’s fast-paced environment, finance teams need to operate as strategic leaders, driving decisions with accurate, real-time data. With Jet Reports, you can build refreshable reports and perform advanced financial analysis directly in Excel—leveraging the tools you know while accessing live data connections that eliminate manual processes and stale reports.
In this webinar, discover how Jet Reports helps you:
✅ Create accurate Profit and Loss Statements for your main company, branches, and consolidated entities, with drilldowns for instant detail.
✅ Compare financials across date ranges and dimensions/cost centers to identify trends and variances for better decision-making.
✅ Analyze loan profitability and GL entries by loan numbers and GL codes, providing transparency across your lending and financial operations.
✅ Track purchase analytics with precision, including expenses paid by specific check numbers and clear visibility into which payments applied to which invoices.
Jet Reports equips your finance team with the real-time visibility and flexibility needed to drive profitability, efficiency, and informed decisions—without ever leaving Excel.
Welcome to Cosmos - The first and only reporting, analytics, and data management solution that was born in the cloud and designed to work seamlessly with Loan Vision. With Cosmos, reports are easy to create, lightning fast, and the burden of on-premise system upkeep is non-existent.
Join Loan Vision expert Adria Stoner as she goes through LV365 Reporting.
Join Loan Vision and guest Mike McAuley, Principal of Garrett, McAuley & Co., a consultant to the mortgage lending industry that focuses on “Helping lenders increase revenues, control costs, and better manage risk” for our latest webinar, "The Seven Deadly Sins of Mortgage Banking for Banks and Credit Unions”. We’ll discuss why you should fix your mortgage business instead of exiting it, why many banks struggle with mortgage banking, how to get back to profitabilty, and what the most successful bank and credit union mortgage businesses do right."
Ready to cut your workload in half? That’s probably a rhetorical question, so the real question is, how? In just 50 minutes we’ll show you how you can, on day 1, transform your accounts payable process through AI-driven automation. Want to automatically capture and save other documents like inspections and appraisals? Yep, you can do that too. But wait there’s more! We’ll also show how you can make expense entry and corporate credit card reconciliation almost fun. If you’re ready to save 11 days per month of repetitive data entry, check out this webinar.
Ready to cut your workload in half? That’s probably a rhetorical question, so the real question is, how? In just 50 minutes we’ll show you how you can, on day 1, transform your accounts payable process through AI-driven automation. Want to automatically capture and save other documents like inspections and appraisals? Yep, you can do that too. But wait there’s more! We’ll also show how you can make expense entry and corporate credit card reconciliation almost fun. If you’re ready to save 11 days per month of repetitive data entry, check out this webinar.
This webinar delves into the advantages and opportunities available to credit unions and depositories in today's evolving financial and compliance landscape. Panelists discuss the key benefits of being a credit union or depository, particularly in terms of regulatory with federal oversight compared to lenders with multistate oversight. The conversation also explores how credit unions and banks can leverage their balance sheets to enhance mortgage lending, offering a range of products beyond just mortgages to their clients. The importance of demonstrating the value of the mortgage division to the larger institution is also highlighted, alongside strategies for maximizing the overall financial profile of consumers. Finally, the session covers how mortgage origination can serve as a financial hedge during tough economic times, and how data-driven strategies can lead to better consumer offerings.
Discover the power of LV Compensate as a standalone product that helps you streamline compensation with precision, visibility, and strategic impact.
Don't miss out! Loan Vision is hosting another webinar to demo LV Compensate, our newly enhanced commissions module! In this webinar, you'll discover how this powerful tool can:
✅ Simplify commission calculations
✅ Streamline workflows
✅ Maximize profitability Don’t miss this opportunity to see how LV Compensate is setting a new standard for efficiency and accuracy.
Loan Vision CEO Paul J. Loftus kicks off the 2024 Loan Vision Innovation Conference with his keynote.
Join Loan Vision and Mortgage Capital Trading’s expert panel, Pricing Sophistication: Strategies to Improve Pricing & Gain Market Share, to explore:
🔹 MSR Market Trends – Stay ahead of key industry shifts.
🔹 Data-Driven Pricing – Strategies to optimize borrower/member pricing.
🔹 Modern Secondary Marketing – Smarter decisions on loan retention and sales.
Industry experts Peter Benjamin (ACUMA President), Ali Nassirian (Lafayette Federal Credit Union), and Brian Friedman (Loan Vision) will share actionable strategies to optimize mortgage operations. Key takeaways:
✅ Lower your cost per loan with proven strategies
✅ Effectively measure and improve loan officer performance
✅ Use data-driven insights to drive profitability
Gain unparalleled efficiency, compliance, and insights with Loan Vision. Begin your journey with us today.
