NCSHA 2014 Annual Conference & ShowplaceNCSHA 2014 Annual Conference & Showplace
Automated Agency ExecutionAutomated Agency Execution
NCSHA 2014 Annual Conference & ShowplaceNCSHA 2014 Annual Conference & Showplace
Four Pillars of Secondary MarketingFour Pillars of Secondary Marketing
NCSHA 2014 Annual Conference & ShowplaceNCSHA 2014 Annual Conference & Showplace
Rate Sheet Rate Sheet Pricing Pricing
Generation Generation PoolingPooling HedgingHedging DeliveryDelivery
Roll-Out DecisionsRoll-Out Decisions
NCSHA 2014 Annual Conference & ShowplaceNCSHA 2014 Annual Conference & Showplace
ULDD Data Transmission: Master Servicer? Use LOS?Use SMS?
Single Rate & Point Rate Sheets vs. Grid-style Rate Sheets
Basic Agency Pooling or More Fluid Model: Specified Pools, CRA. Move between MRB, FNMA, GNMA, Next Opportunity
Hedging: In-House? Out-Sourced? Mandatory? Best Efforts?
Data IssuesData Issues
NCSHA 2014 Annual Conference & ShowplaceNCSHA 2014 Annual Conference & Showplace
• ULDD Data...or the Lack Thereof… Where does it come from … How will it be entered… Quality Issues?
Maximizing AutomationMaximizing Automation
NCSHA 2014 Annual Conference & ShowplaceNCSHA 2014 Annual Conference & Showplace
• Monitoring Quality with Queries
• Reduction of Manual Processes
• Extending Connectivity to Third Parties & Internal Departments
• Monthly Analysis, Feedback, Game Improvement
Strategic DecisionsStrategic Decisions
NCSHA 2014 Annual Conference & ShowplaceNCSHA 2014 Annual Conference & Showplace
Automate Everything or Only Parts? Roll-out Everything at Once or In Phases?
Risks: Scaling Capacity, System Support, Model, Access Security, Obsolescence, Communication
Deployment: Local Network or Cloud-Based
Greg CrosbyGreg CrosbyPresident, PowerSeller Solutions LLCPresident, PowerSeller Solutions LLC
NCSHA 2014 Annual Conference & ShowplaceNCSHA 2014 Annual Conference & Showplace
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