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To kick off our exclusive partnership with Teraverde® to bring Coheus® Mortgage Business Intelligence to our clients, Mark Wilson, Managing Director, talked with Coheus user David Fitzell, SVP & Director of Residential Lending at Meridian Bank, and Jim Deitch, Co-Founder and CEO of Teraverde, about how data can guide strategy for lenders in the new year.

5 things mortgage executives should do now for 2022:

  • Three keys to ensure sustainable production
  • Scorecard loan officers on the five metrics that really matter
  • Ensure liquidity with a cash forecast
  • Prepare a “downturn plan” with triggers for action
  • Manage counterparty risk: investors, MI and warehouse lenders

  • To learn more about our exclusive partnership with Teraverde, visit