Case Study: How to Leverage Technology for Greater Loan Sales Profitability

Chief Capital Markets Officer, Jeffrey Cassetta, of Ruoff Mortgage describes how advanced technology integrations enable him to sell loans to Fannie Mae five times faster than his previous manual process and keep up with periods of increased volume such as increases seen during the spring of 2020.

Download the case study to learn how a powerful platform for day-to-day loan pipeline management, trade positions management and best execution of loan sales can allow you to automate repetitive tasks and free up your time for other high-value functions. Plus, you’ll learn how to:

  • Minimize operational risk and safely connect to data
  • Gain efficiency 
  • Increase profitability and loan sales
  • Do your job from anywhere
  • Get started using best practices


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