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Mortgage Executive Magazine | Two from Opes Advisors Selected for 100 Most Influential Mortgage Executives

Mortgage Executive Magazine selects 2 executives from Opes Advisors for “The 100 Most Influential Mortgage Executives in America.” Susan Mchan, CEO, C0-Founder, and President, Mortgage Bank and Robert Lipston, Regional Director – Pacific Northwest were chosen for the most comprehensive list of the nation’s leading executives. Mortgage Executive Magazine seeks to recognize and celebrate the service, dedication and hard work that mortgage executives put into building their companies and servicing their employees and clients. “The 100 Most Influential Mortgage Executives in America” is “by invitation only” and at no cost to the executives and mortgage companies. Executives were asked to provide their insights on the below questions. Answers from across the country compiled for this issue to address critical issues and the future direction of the mortgage finance industry…Click here to view entire list

1) What is the biggest opportunity in the mortgage industry today?

2) What is the biggest challenge facing the mortgage industry today?


Susan McHan - Opes Advisors
Susan McHan | CEO, Co-Founder, and President, Mortgage Bank

The biggest opportunity for the industry is embracing and adapting new technology that can help provide clients with a meaningful experience and substantial value when making important real estate decisions. While software that enhances transparency, speed, and quality is becoming an essential for all, transforming the experience of real estate finance has the ability to build deeper client and real estate agent relationships. This coincides with emerging trends of longevity and a next generation of home buyers entering the market, increasing demand for better financial advice combined with tech in lending. Successful sales teams will accept change, learn and develop.





Robert Lipston | Regional Director – Pacific Northwest

In today’s rising rate and fast-changing lending environment, our industry’s biggest challenge is also an opportunity. We must find credible ways to differentiate ourselves and offer added value to our business partners, customers and employees. It’s not enough to be just another mortgage company in what is perceived as a commodity market. Our strategy is to invest in technology and support that is need to be successful every day. At Opes Advisors, we are a Mortgage Bank and technology company that fuses lending with financial expertise to help our clients reach their long-term financial life goals.