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October 15, 2025
5 Reasons Credit Unions Can’t Afford Spreadsheet-Based Accounting in 2026

Spreadsheets have long been the backbone of accounting in credit unions. Flexible, familiar, and low cost, they have allowed finance teams to manage accounts, reconcile data, and produce reports without relying on complex IT systems.

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Industry
August 29, 2025
Accounting for Mortgage Lending: Unique Credit Union Challenges

Discover proven strategies for accounting in mortgage lending and why credit unions require tailored solutions.

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Industry
July 31, 2025
Q2 Webinar Series Recap: Competitive Insights for Mortgage Institutions

Explore essential takeaways from Loan Vision’s Q2 webinar, including expert mortgage strategies for banks and credit unions.

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Industry
June 30, 2025
Common Pitfalls in Mortgage Accounting Compliance

Ensuring compliance with mortgage accounting principles and best practices is a critical responsibility for financial institutions of all sizes, including both depositories and independent mortgage bankers.

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Industry
May 30, 2025
Cash Management Strategies During Tight Liquidity

Optimize liquidity and financial stability with expert cash management advice for mortgage lenders.

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Industry
April 7, 2025
Redefining Profitability in Mortgage Lending: Fintech Insights

Unlock expert insights on boosting profitability in mortgage lending from fintech leaders and Loan Vision experts.

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Industry
February 28, 2025
Three Strategies CFOs Should Prioritize to Optimize Mortgage Accounting in 2025

As CFOs and financial professionals in the mortgage industry navigate 2025, efficiency and cost reduction remain top priorities.

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Industry
January 31, 2025
Why Does a Lender’s Business Model Matter?

Discover how business models impact lender success and mortgage profitability.

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Industry
November 27, 2024
2024 Mortgage Industry Lookback: Insights & Trends

Review expert commentary and performance highlights from the mortgage industry’s 2024 market.

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Industry
September 27, 2024
LVIC24: Setting New Standards for Success

The 2024 Loan Vision Innovation Conference has officially wrapped up, and what a transformative event it was!

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Industry
August 30, 2024
The Dos and Don'ts of Outsourced Accounting

Independent mortgage banks operate in a complex and highly regulated environment. Outsourcing accounting functions can offer significant advantages, including cost savings, expertise, and operational efficiency while minimizing the effects of staff turnover.

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Industry
June 28, 2024
Preparing for the GNMA Risk Based Capital Ratio (RBCR)

As we all know, GNMA has introduced a new risk-based capital requirement for mortgage lenders, which is set to take effect on December 31, 2024. This regulation is designed to ensure that issuers have sufficient capital to withstand financial stress and market environments.

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Industry
May 31, 2024
Tax Considerations for Today's Volatile Mortgage Landscape

It is no secret that the mortgage industry is currently in a state of flux. Gone are the historically low rates which produced huge profits for mortgage companies big and small, replaced with rates now resembling pre-Covid.

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Industry
March 28, 2024
Navigating the Landscape: The Impact of Artificial Intelligence on the Mortgage Industry

Artificial Intelligence (AI) is ushering in a new era of technological advancements and its capabilities are transforming the mortgage industry...

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Industry
February 29, 2024
Employee Retention Credit Risk

The Employee Retention Credit (ERC) program was originally established as part of the Coronavirus, Relief and Economic Security Act of 2020 to provide financial assistance to businesses in response to the pandemic.

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Industry
January 31, 2024
2024 Is Here: Now What?

With each new year comes a flood of articles pontificating on what is to come and what mortgage bankers should be doing about it . . .

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Industry
October 31, 2023
5 Internal Audit Issues We're Seeing in FNMA's MORAs and How to Prevent Them

The increase in regulatory exams for lenders, such as FNMA's Mortgage Origination Risk Assessment (MORA), highlights the importance of maintaining oversight and continuous improvement in operations.

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Industry
November 26, 2020
Four Ways To Communicate Effectively with Your Branches

It’s no secret that most branch managers were (and may still be) high performing loan officers and because of this, the vast majority naturally tend to be hyper-focused on production goals when it comes to performance review time.

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Industry
December 1, 2020
Royal United Embraces Loan Vision, Gains Deeper Insight into Financials

Back in 2016, when Nolan and I began discussions concerning Royal United’s finance department, he had only been in his position as CFO for a few months, but he knew his team was ready for a change.

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Industry
January 20, 2021
Evaluating Your Accounting Department

As we all know, the one constant in the mortgage business is change. This past year has been no different, with volumes pushing operations to the limit. How has your accounting department been impacted?

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Industry
January 22, 2021
PPP 2.0 Guidance for Lenders

The latest stimulus bill passed by Congress allocates $284 billion to small businesses through the Paycheck Protection Program (PPP).

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Industry
September 29, 2021
Work on the Business, not In the Business.

You probably heard this advice. Recently, a client asked me to explain this advice in detail. Here it goes: Working on the business, not just in it, can change everything for you.

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Industry
October 27, 2021
The earth is flat. Our industry values unclosed loans more than closed loans.

One of these statements is crazy, and both can be fact-checked. Checking one requires a plane ride or ocean gazing, while the other requires a comparison of liquidity between two periods.

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Industry
November 23, 2021
Important Changes to HUD Net Worth Requirements and Proposed Changes to GNMA Capital and Liquidity Requirements

As Carl kindly put it when we proposed this topic, he plans to watch paint dry instead of reading this in any detail! But heading into year end and audit season, lenders need to plan for this important issue.

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Industry
January 31, 2022
Five Critical Steps to Improve Profitability in 2022 and Beyond

A pretty brutal forecast for lenders coming off two great years. 2023 and 2024 are also forecast down 35% from 2021/2020. The world has clearly changed. So how do you build a resilient business model that remains profitable in 2022 and beyond?

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Industry
February 25, 2022
Unforgivable: The Strange Saga of the SBA’s Ever-Changing Approach to PPP Loan Forgiveness for Mortgage Lenders

It’s hard to believe but we are approaching the 2-year mark since the CARES act launched the Paycheck Protection Program as a means to address the threat of economic harm to small businesses and their employees resulting from the COVID-19 pandemic.

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Industry
March 31, 2022
Is It Time to Sell My MSR? Factors to Consider When Analyzing a Potential Sale

Many mortgage companies are facing the decision of whether to keep or sell their mortgage servicing rights (MSR) that have built up since the start of the Covid-19 pandemic.

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Industry
May 25, 2022
Move From LIBOR Further Complicates Warehouse Funding Decisions

Mortgage lenders spent the last two years transitioning away from Libor.

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Industry
October 31, 2022
Opportunities to Increase Profitability and Resiliency

CWDL and our partner Teraverde have had several discussions, including a webinar, about how lenders can manage costs and uncover opportunities to be profitable over the next 6-18 months using real-time data from Teraverde’s Coheus business intelligence software.

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Industry
January 31, 2023
Three Tough Decisions Required for Success in 2023

It’s the start of a new year! How this year turns out for your company will be determined by three tough decisions executives need to make this month.

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Industry
February 28, 2023
Four Key Considerations for Compensating Top Lending Talent

In today’s mortgage market, it’s not only harder to compete for top lending talent but more expensive. You could just keep throwing money at the problem, but that’s not a sustainable strategy.

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Industry
March 31, 2023
Four Essential Day-to-Day Improvements For Your Accounting Department, From A Former Controller

Being in the mortgage industry for a lot of years, you pick up a few systems. You learn the tricks of the trade, so to speak.

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Industry
April 18, 2023
Have You Really Done All You Can to “Fixed” Costs?

With rising rates, lower volumes and lower margins converging on the mortgage industry over the past 18 months, the constant response has been a combination of consolidation/aggregation, reductions in force, or outright surrender.

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Industry
May 31, 2023
Excess Business Loss Limitation and Tax Treatment of MSR Sales

The sale of originated mortgage servicing rights (OMSRs) gives rise to several types of income.

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Industry
August 30, 2023
5 Tips For a Smooth Year End Close

We combined our related corporate experiences and Loan Vision tricks to come up with some tips for a smoother year end close.

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