|
09 Feb 2026
|
Schedule Changes
|
<div style="text-align:left">While we are hard at work researching mortgage competitors, programs, and pricing, we are also listening to our valued clients. Often times it is not just what and who you want to see in our reporting but when. As such in order to get our Doctor and Professional Program report earlier in the year to accommodate Match day, the report is moving from February/August to a January/July distribution. Along with that the following updates are also being made:<br/>
<br/>
• Quarterly Relationship Report is moving back one month to: Feb/May/Aug/Nov<br/>
• Home Equity Program details are moving to April and October<br/>
• New Report! We are also adding Asset Depletion as a Semi-Annual report by request and due to demand. That report will sit at a February/August schedule.<br/>
<br/>
Of course with all our reports, we appreciate your feedback. These reports are done for you, our Banking, IMB, and Credit Union family, and as such we appreciate the input and addition of data points and lenders that combine to make these reports meaningful for you.<br/>
<br/>
Stay tuned for upcoming changes to out underwriting offerings, and as always, if we can assist with any intel needs, please do not hesitate to reach out.
</div>
|
|
|
data:image/png;base64,
|
Schedule Changes
While we are hard at work researching mortgage competitors, programs, and pricing, we are also listening to our valued clients...
|
|
26 Jan 2026
|
New Year, New Ideas
|
<div style="text-align:left"> One month into the new year, Heitman Analytics continues its commitment to pushing, pressing, and uncovering detailed and data-driven insights lenders need to stay ahead of the competition. Heitman’s Wealth and Relationship Reporting continue to receive strong praise across the industry. Banks and mortgage lenders are increasingly leveraging these insights to refine pricing strategies, strengthen client retention programs, and design more compelling incentives for both new and existing borrowers.<br/>
<br/>
Current Industry Discussion Highlights<br/>
Recent discussions and lender feedback have brought renewed attention to several emerging topics shaping competitive strategy, including:<br/>
• Lender Fees, with a spotlight on credit report fee policies<br/>
• Asset depletion strategies in high net worth lending<br/>
• Construction lending Programs<br/>
• Discounting trends for new vs. existing borrowers and new money transactions<br/>
<br/>
Expanded Intelligence Reporting Coming in 2026<br/>
In addition to its core mortgage pricing and policy analytics, Heitman Analytics is preparing to introduce and refine several new reporting suites later this year, including:<br/>
• Enhanced Private & Wealth Lending Reports<br/>
• Refined Underwriting Policy Comparisons<br/>
• Physician & Professional Product Reports<br/>
• Additional niche market analytics designed to support strategic lending growth<br/>
<br/>
Lenders interested in early access or a preview of upcoming releases are encouraged to contact Heitman Analytics directly.
</div>
|
|
|
data:image/png;base64,
|
New Year, New Ideas
One month into the new year, Heitman Analytics continues its commitment to pushing, pressing, and uncovering detailed and dat...
|