Courtesy of HomeStar's Walt Carter below is a video of his speaking session on 'At the Nexus of Simple' to Build a Thriving Enterprise that took place at Customer Experience Excellence Live - A Virtual Conference.
Session Information:
At the Nexus of Simple
- The mortgage business is inherently complicated, and highly regulated with financial products and services that are hard to understand with indecipherable legal language on everything.
- Whose “experience” is driving this selection: Who’s in the front seat? Who’s in the back seat? How do we execute the swap?
- Finding the “right” portal experience: For the borrowers, the loan officers, the back-office team (processors, underwriters, closers, post-closers), the capital markets teams, and ultimately the investors?
- What are our choices from the marketplace?
- What decisions did we need to make: Principles, commitments, trade-offs?
- Outcome: Selection, special asks, and key integrations.
- Deployment – AKA “Discovering Reality”
Session Video:
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About The Speaker:
Walt Carter,
Chief Digital Officer & CIO,
HomeStar.