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Case Study

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Tradition Bank Solves Regional Construction Loan Challenges with Willow Servicing

Tradition introduces a new construction loan product to assist priced-out families with building a
home.

The Problem

In the Minneapolis market, limited housing inventory and rising interest rates were straining the construction lending market. Borrowers were walking away from their builder-funded projects, leaving local home builders scrambling to figure out how to minimize losses. Worsening the issue, several construction lenders encountered liquidity issues and ceased offering construction loans. Within a 6 month period, five local financial institutions discontinued construction lending altogether

“Willow is really easy to use and the application makes it easy for us to get ahead of any potential default situations.”

- Brad Carlson, VP of Operations

The Solution

Tradition Bank observed these inventory and financing challenges and saw an opportunity to expand their construction lending business. The combination of limited construction loan availability and the withdrawal of builder-funded options allowed Tradition to partner directly with both builders and borrowers. With firm processes and a strong understanding of risk management already in place, Tradition knew that they had the expertise to solve this problem. Utilizing a proprietary underwriting algorithm and a one-time closing process, Tradition was able to provide accessible rates to borrowers.

To increase profitability further, Tradition used Willow Servicing to automate and manage their construction loan process. Willow’s solution allowed Tradition to quickly enhance and scale their construction loan offerings. Brad Carlson,VP of Operations at Tradition Mortgage says, “Willow is really easy to use and the application makes it easy for us to get ahead of any potential default situations. It is simple to identify loans that are late so that we can make a quick call and see what is going on.”

The Outcome

As a result of introducing a competitive construction loan product, Tradition has not only experienced growth, but has also enhanced their brand and footprint within the Minneapolis area. Many construction loan borrowers had considered traditional financing, but were priced out given rising home prices. By introducing a new construction loan product, Tradition adapted to market needs and continues to remain a trusted lending partner.

Willow enabled Tradition to offer borrowers a transparent experience. From requesting construction draws to accessing their loan documents, borrowers are provided up-to-date information on their loan and self-serve options. With Willow, Tradition is able to maintain unparalleled customer service while remaining operationally efficient.

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