We change behavior
to increase productivity and reduce risk
in the mortgage industry.
“Better Employee Performance. Better Team Results.”
How Do You Close This Gap?
Current Results
How your
people perform.
Desired Results
How they need
to perform.
How Do You Close This Gap?
Current Results
How your
people perform.
Desired Results
How they need
to perform.
Dedicated to improving on-site and remote team performance in the mortgage industry:
Production
Capital Markets
Servicing

Bob Mansur, Managing Partner
Certified Mortgage Banker
Mortgage Bankers Association

We put the puzzle of better employee and team performance together by analyzing, recommending, and implementing all the pieces that improve the way your people operate.
Are You Asking Your Team To…
Generate greater volume
Cut processing time
Onboard new employee
Raise loan quality
Enhance customer service
Complete escrow transactions more accurately
Meet dynamic compliance and investor requirements
Underwrite to changing guidelines
Reduce delinquency
Improve communication
Decrease expenses
Learn more quickly
Add new or revised products
Align compensation with results
Set clearer performance standards
Meet dynamic compliance and investor requirements
Use new or different technologies
What You Can Expect
More loans
Lower delinquency
Greater productivity
Reduced costs
Increased revenue
Improved processes
Trained staff
Less turnover
You know your team can be more productive. But you’re not sure why they aren’t or what to do about it. You’ve learned that training, by itself, isn’t doing it for you. Credit Employee Performance Solutions (CEPS) addresses all the factors affecting the ways your in-office or work-from-home (WFH) employees perform by:
- Analyzing the gap between where their performance actually stands and where it should be.
- Recommending solutions to close that gap with effective adjustments.
- Guiding leadership to install changes that deliver the results you – and your people – truly need.

“The true measure of the value of any business leader and manager is performance.” – Brian Tracy
Some Of The Challenges Our Clients Face
They’re spending more than $4100* to onboard each new employee who must then climb the long learning curve to productive performance.
Performance measurement in areas other than sales is frequently unavailable, so business decisions are made without valuable data.
Under current – and possibly permanent – conditions, performance improvement solutions must be implemented remotely with a lack of familiarity for the process.
Corporate training departments are overwhelmed with expectations for tools and methods to accommodate increasing rates of change.
Limited leadership knowledge or perspective on how to change human performance, particularly true at lower levels of management.
The average cost of losing an employee who voluntarily leaves the company is more than $15,000**.
Society for Human Resource Management, 2016 * Work Institute, 2019 Retention Report **
We Analyze
Individual and group behaviors
Your work environment
Reports and documents
Knowledge and skills
…and more of what you have.
We Recommend
Workflow and procedures
Training and coaching
Better communication
Revised job structures
…and more of what you need.
We Implement
Clear and relevant expectations
Accountability systems
Selection processes
Coaching practices
…and more of what must change.
Remote Employees?
You’ve always been asked to measure productivity, ensure effective communication, build your culture, and collaboratively modernize. Now, how will you do that with a virtual workforce? You’ve probably accepted that some of your people will never return to your offices. Credit Employee Performance Solutions can guide you through the challenges of leading your business into this new reality.
Reach Out To Us!