succession planning Archives

Mortgage Marketshare Module
- Accurately track commercial and residential lending, measure sales performance against competition and market activity, identify high-performing competitors, and locate and target emerging markets.
  
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Loan Originator Module
- Access the largest and most comprehensive mortgage loan origination database in New England with round-the-clock interactive access and weekly trend updates.
  
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Marketing Lists
- Gain access to the most accurate and detailed transaction information in the country and offers a range of marketing lists for more than 130 million households (covering 94% of the U.S. population).
  
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Custom Research
- Powered by one-of-a-kind real estate, mortgage, and loan origination data, The Warren Group provides custom solutions for your research projects, database expansion, and strategic planning.
  
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Real Estate Records Search
- Access the largest and most complete real estate database in New England, including sales, price trends, liens and foreclosures.
  
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CRE Professionals Can’t Put Off Succession Planning

by Banker & Tradesman | Aug 18, 2024

Two things in life – death and taxes – are certain, and if we do not plan for them, we are setting ourselves, our businesses and our loved ones up for failure.

Exit Strategies for Your Business

by Diane McLaughlin | Sep 25, 2022

The pandemic and a pending recession has left many business owners contemplating their own futures along with everyone else. UBS’ Brian Lynch is helping them figure out what’s next.