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Video: latest research on the consumer digital mortgage experience

screencapture youtube watch 2020 12 17 14 57 08Two recent surveys of 1,500 consumers who had interacted with the home buying and mortgage process within the past two years identified opportunities to improve and modernize the appraisal and closing processes, while also providing a better consumer experience.

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TAX SOFTWARE RED FLAGS: How to identify them and what to do next

How do you know when your firm needs to reevaluate its tax preparation software?

What red flags silently wave that are often overlooked (or are simply ignored)? Are you hoping that you’ll just know when it’s the right time to take the leap and invest in new technology that will help you better serve your clients?

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