Fintech Hunting: Recent Episodes
Hosted By Michael Hammond
The podcast host will be Michael Hammond JD, CMT, keynote speaker, author and founder of NexLevel Advisors. Join Michael as he seeks out will tech visionaries, leading lenders, trailblazing executives, and other Financial influencers to bring you actionable insights and lead generation tactics all centered around industry greatness and success.
Welcome to this dynamic episode of the FinTech Hunting Podcast. We're thrilled to welcome back Suha Beidas Zehl, a recognized leader in the mortgage and FinTech space and a Certified Mortgage Banker. Suha recently returned from the Florida Mortgage Bankers Conference.
In this conversation, Suha shares invaluable insights on AI and data's current and future impact in the mortgage industry, underlined by her experiences at the conference. Topics include the integration of AI with human expertise, innovative uses in content creation, customer experience enhancement, and marketing strategies. Suha and Michael dive deep into how AI transforms operations and improves efficiencies and why embracing this technology is crucial for staying competitive.
Tune in to learn about the challenges lenders face today, the importance of data accuracy, and practical steps for integrating AI into mortgage processes. Whether you’re a seasoned professional or new to the industry, this episode will equip you with the knowledge to harness AI effectively and navigate the rapidly evolving landscape of FinTech and mortgage banking.
Don't miss this informative session full of expert advice, real-world examples, and forward-thinking approaches to leveraging technology in the mortgage industry.
Welcome to another engaging episode of the FinTech Hunting Podcast, where we explore the transformative forces reshaping the mortgage industry through technology and consumer data. In this episode, we're joined by two pioneering leaders from the mortgage tech space: Derek Bartley and Tom Gallucci from Xactus.Derek and Tom bring a combined wealth of mortgage experience and insights into the evolving world of consumer data. They discuss the integral role of consumer permission data in modernizing and streamlining the mortgage process, making it more secure, efficient, and user-friendly for both lenders and borrowers.This conversation not only identifies the traditional challenges of mortgage verifications but also presents the innovative solutions offered by technologies that empower consumers to manage their data sharing. You can expect to discover the practical benefits of these tech enhancements in mortgage operations, such as reducing delays and errors that are typical of manual processes.This episode is a must-listen for anyone interested in the intersection of finance, technology, and consumer empowerment. It offers a comprehensive overview of current trends and future directions in mortgage technology, providing valuable insights on how adopting these technologies can transform the mortgage landscape.
Welcome to a new episode of the FinTech Hunting Podcast! In this episode, we're excited to host Eloise Schmitz, a distinguished thought leader in the capital markets sector and a fervent advocate for non-QM lending solutions. Recently named one of the most powerful women in FinTech, Eloise, co-founder and CEO of LoanNEX, joins us to provide her insights on the current market dynamics and opportunities in the mortgage industry.This discussion dives deep into the challenges and strategic responses to the declining refinance volumes and higher rates impacting the market. Eloise offers her expert perspective on the importance of expanding product offerings for loan officers to adapt and thrive in a highly competitive market. She highlights innovative products like second-lien products, HELOCs, and non-agency loans that are gaining traction among lenders seeking to leverage growing market segments and serve diverse borrowers’ needs effectively.Furthermore, we dive into the innovative LoanNEX platform, a game-changer designed to simplify and streamline loan officers' access to a broad spectrum of financial products. Eloise walks us through how LoanNEX's user-friendly interface and comprehensive functionality empower originators to easily navigate the complexities of modern mortgage products, thereby enhancing their ability to serve clients efficiently and effectively.Tune in to gain valuable insights on adapting to market shifts, leveraging technology for enhanced loan processing, and embracing innovative products to meet the evolving needs of borrowers. Whether you're a loan officer, lender, or just passionate about Fintech innovations, this episode is packed with essential knowledge and tips for navigating the future of mortgage lending.Don't miss out on this insightful episode packed with expert advice and innovative strategies.
Leveraging Personal Connections and Digital Savvy in Recruitment: A Deep Dive with Dalila Ramos on the FinTech Hunting PodcastJoin us on this enlightening episode of the FinTech Hunting Podcast as we welcome back Dalila Ramos, a distinguished recruiter and social media aficionado. Dalila and Michael discuss the importance of face-to-face networking, the power of digital and social media, the role of video in humanizing and engaging audiences, and the value of collaboration and partnership in business. Dalila shares insights on recruiting, counseling, and the impact of influencers in building a brand. The conversation emphasizes the significance of authenticity, consistency, and adding value to the audience. Discover the immense value of face-to-face networking, the evolving role of digital platforms like TikTok in education, and the crucial balance between digital engagement and personal interactions in the fintech industry. Dalila shares her unique insights on building authentic connections, leveraging video for impactful communication, and smartly integrating personal branding into business strategies. Whether you're navigating career transitions, seeking industry insights, or looking to enhance your digital presence, this episode offers invaluable perspectives from a seasoned expert in the field.Don't miss the expert advice on how to effectively maneuver through the challenges of the digital age while maintaining meaningful personal connections. Tune in now to gain from Dalila's extensive experience and innovative approaches in fintech recruitment and social media strategies.• The importance of face-to-face networking in building relationships and industry commitment.• The power of digital and social media in engaging and connecting with audiences.• The role of video in humanizing and adding personality to content, as well as the impact of influencers in building a brand.• The value of collaboration and partnership in business emphasizes the significance of authenticity, consistency, and adding value to the audience.
Join us on this enlightening episode of the FinTech Hunting Podcast as we dive into the transformative world of mortgage marketing with our special guest, Dan Smokoska , a renowned social selling voice, social media expert, and co-author. With over a decade of experience in the mortgage industry, Dan has shifted from loan origination to leading the charge in digital marketing strategies at his firm, Win Social. Discover how Dan effectively uses social media to elevate loan officers' strategies, tackling common hurdles such as video content creation, platform engagement, and building genuine online relationships. He provides a fresh perspective on making digital tools work for you in a competitive market, highlighting his innovative WIN framework that has revolutionized how professionals interact online. In this episode, Dan also shares practical advice for loan officers reluctant to embrace digital marketing, offering easy-to-implement tips for creating engaging, trustworthy content that resonates with various audiences. Tap into the potential of social platforms and learn why video content is not just the future, but the present of online marketing. Whether you're a seasoned loan officer or new to the industry, this episode packs valuable insights into navigating and excelling in the digital landscape, making complex concepts accessible and actionable. Don’t just take our word for it—listen in and let Dan’s expert advice help you transform your approach and connect with clients more effectively. 🌟 Stay tuned and subscribe for more episodes that bring you the latest insights from leaders in finance and technology.
In an engaging new episode of the FinTech Hunting Podcast #213, host Michael enthusiastically welcomes Joe Wilson, the visionary founder and CEO of Social Coach. This episode is a must-listen for professionals intrigued by the synergistic power of technology and personal interaction within the mortgage industry.Key Highlights:Tech Integration in Mortgages: Joe discusses the critical role of technology in enhancing internal operations and user experience, highlighting common issues like low adoption rates and the importance of seamless integration across platforms.The Power of Video Marketing: Emphasizing video's impact, Joe shares insights on how effective digital presence can strengthen in-person relationships, making interactions more memorable and personal.Innovative Tools for Loan Officers: Most of the conversation is dedicated to Social Coach's tools that simplify video content creation for mortgage professionals. This technology empowers users to produce engaging content effortlessly, featuring auto-captioning, music integration, and automatic posting.Event Attendance and Industry Networking: Michael and Joe share their experiences and the undeniable value of attending industry events like the Innovators Conference and the Michigan Mortgage Lenders Association luncheon to stay connected and updated.Why You Should Listen:This episode offers an invaluable peek into how embracing technology and video marketing can revolutionize customer interaction and operational efficiency in the mortgage sector. Whether you're a loan officer, marketing manager, or tech enthusiast, Joe Wilson at Social Coach's insights will inspire and equip you with the tools to excel in today's digital-first landscape.Tune into this enlightening episode of the FinTech Hunting Podcast to learn more about the transformative tools discussed and how they can elevate your professional efforts.
Dive into a riveting episode of Fintech Hunting as we host Dawar Alimi, CEO of LenderPrice, and Jay Promisco, President at Sierra Pacific Mortgage. They share profound insights into navigating the current mortgage landscape, the impact of technology, and strategies for effective market adaptation. This episode provides invaluable perspectives for professionals eager to understand the intricacies of mortgage technology and market trends directly from the industry's front-runners.Takeaways• The mortgage industry has faced challenges in recent years, but there are still bright spots and opportunities for growth.• Lenders are looking for cost-effective technology solutions to help them navigate the changing market conditions.• Flexibility is key in technology platforms, allowing lenders to customize their user experience and adapt to evolving needs.• Delivering a great customer experience is crucial in today's market, and technology can play a significant role in achieving that.• Attending industry conferences can provide valuable insights and networking opportunities for lenders and technology vendors.• Strategic partnerships with technology vendors can help lenders lower costs, increase efficiency, and prepare for the mortgage industry's future.
Dive into this episode of the Fintech Hunting Podcast as we explore game-changing strategies for mortgage professionals. Host Michael interviews Andrew Penner, founder and CEO, and Nicholas Rutherford, VP of Sales at Open to the Offer OTTO. Learn how their innovative approaches are revolutionizing borrower engagement and boosting loan officer productivity.
Gain insights into the development of their customer-centric tools that ensure high-quality communication and drive significant improvements in client retention rates. Discover the tactical moves that set their offerings apart in the competitive mortgage industry and prepare your business for success in the modern lending environment. Tune in now for valuable insights and actionable tips!
Welcome to this insightful episode of Fintech Hunting Podcast #210, featuring industry leader Tim Nguyen, CEO of BeSmartee. In today’s discussion, we explore significant trends and technologies transforming the mortgage sector. Tim shares expert insights on how lenders are navigating high interest rates and what technologies are crucial for operational excellence. Additionally, we dive into the world of Artificial Intelligence (AI) and its specific applications within the mortgage industry, understanding both its potential and limitations. This episode is especially valuable for professionals seeking to integrate technology for cost-efficiency and enhanced operational performance in the challenging financial landscape. Don't miss these expert strategies and technological insights that could shape the future of lending!
Welcome to this engaging episode of the Fintech Hunting Podcast, where we're thrilled to have Kayla Kallander, a multifaceted mortgage professional known as the 'Mortgage Meteorologist,' social media strategist, podcaster, speaker, and newly minted author. Kayla serves as a mortgage advisor at First International Bank & Trust and brings a wealth of experience and unparalleled insights into the mortgage industry.
In our discussion, Kayla shares her unique journey into the world of mortgage lending—a path not planned from childhood but one that evolved through her experiences starting from a bank teller at 15, through college, and into the mortgage domain. She emphasizes the impact of her role in people's lives, from securing dream homes to providing financial flexibility and freedom. The conversation also delves into the transformative power of social media in personal branding and business growth, highlighting Kayla's successful strategies and personal growth through platforms like LinkedIn.
Furthermore, Kayla discusses her contribution to the book, "Rethink Everything You Know about Being a Next Gen Loan Officer," focusing on harnessing social media not just for virality but for genuine connection and impact. This episode is packed with real-life experiences, actionable tips, and Kayla's inspiring journey in redefining the mortgage industry through social media, education, and professional excellence. Whether you're in the mortgage industry, looking to improve your social media strategies, or eager to hear an inspiring success story, this episode is for you.
Tune in to glean insights from Kayla Kallander's innovative approach to mortgage advising, social media strategy, and the profound personal stories that drive her success in the fintech space. Don't miss out on this episode full of valuable takeaways for professionals across the board.
Welcome to the FinTech Hunting Podcast! In this episode, we're joined by the dynamic Rick Guerrero , a seasoned mortgage industry veteran, Instagram aficionado, and industry thought leader. Rick's expertise in bringing the mortgage community together is unparalleled. As an executive board member of the Mortgage Bankers Association of Georgia and president of the AMBA, Rick is at the forefront of driving innovation and collaboration in the mortgage industry.
In our conversation, Rick shares his journey from starting his own business to becoming a trailblazer in the mortgage industry. We delve into topics such as the impact of the NAR settlement on loan officers, the importance of showcasing value through video content, and the significance of coaching and mentoring in professional growth.
Discover Rick's insights on leveraging technology effectively in mortgage lending and how US Mortgage Corp stands out with its unique approach to supporting loan officers. With a focus on leadership and a commitment to excellence, Rick and his team are setting new standards in the industry.
Tune in to gain valuable insights, actionable tips, and a fresh perspective on the evolving landscape of mortgage lending. Whether you're a seasoned professional or new to the industry, this episode promises to inspire and inform. Don't miss out on this engaging conversation with Rick Guerrero on the FinTech Hunting Podcast!
Unveiling Mortgage Recruiting Strategies & Two-Time Pie Eating Champion Feat. Connor Bartley | FinTech Hunting PodcastTune in to the latest episode of the FinTech Hunting Podcast for an enlightening discussion with Connor Bartley, Senior Business Development Consultant and Recruiter for Loan Depot. Prepare to be inspired as Connor shares his journey into mortgage recruiting, peppered with tales of industry insights and even a surprising victory as a two-time pie-eating contest winner. From navigating the complexities of relationship building to uncovering the keys to loan officer success in today's competitive market, Connor's wealth of knowledge shines through. Don't miss out on this insightful conversation packed with tips, strategies, and a sprinkle of pie-eating triumphs. Listen now!
Welcome to the FinTech Hunting Podcast episode #206, where industry thought leaders and tech innovators gather to share insights, strategies, and expertise. Hosted by Michael Hammond, this podcast explores the dynamic landscape of the mortgage market, focusing on critical aspects like origination and servicing.
In this episode, Michael welcomes back Trevor Gauthier, CEO at ACES Quality Management, an esteemed industry figure with a wealth of knowledge and experience. Together, they dive deep into the importance of quality control in today's mortgage market, shedding light on the challenges lenders face and the areas where they often fall short.
From the origination to the servicing side, Trevor highlights the significance of ensuring high-quality loans, especially in an environment where every loan matters more than ever before. He emphasizes the need for robust quality control measures across various aspects of the business, not just limited to mortgage and servicing.
Throughout the conversation, Trevor and Michael explore the hurdles businesses encounter when attempting to manage quality control internally. They discuss the role of technology in revolutionizing quality control processes, with a focus on scalability, efficiency, and accuracy. Trevor shares insights into how AI and machine learning are reshaping quality management solutions, offering practical applications to enhance loan quality and compliance.
As they delve into ACES' unique value propositions, Trevor underscores the company's commitment to excellence, driven by a team of seasoned professionals dedicated to delivering comprehensive solutions. He invites listeners to explore ACES' offerings and engage with their knowledgeable team to learn more.
Join Michael and Trevor as they navigate the complex terrain of quality control in the mortgage industry, offering invaluable insights and actionable strategies to listeners. Whether you're a lender, servicer, or industry enthusiast, this episode promises to deepen your understanding of quality management and its pivotal role in today's market.
For more information on ACES Quality Management and to connect with their team, visit acesquality.com or catch them at upcoming industry events. Don't miss out on this engaging discussion packed with expert insights and practical advice.
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In this episode of the Fintech Hunting Podcast, our exceptional guest, Toby Libbra, CEO of 459 Consulting, joins us to share her expertise in cybersecurity and the financial industry. Toby, a true trailblazer in the field, sheds light on the origins of 459 Consulting and the significance behind its name.During the chaos of the COVID-19 outbreak, Toby and her team experienced firsthand the critical importance of cybersecurity, especially for financial institutions navigating the transition to remote work. At "4:59," the unofficial end of the workday for cybersecurity professionals, Toby and her team would gather to discuss the day's challenges and prepare for the ongoing battle against cyber threats.As Toby emphasizes, cybersecurity policies and procedures are the cornerstone of any organization's defense against cyber threats. Yet, many companies overlook the importance of robust policies, leaving themselves vulnerable to attacks. Toby provides invaluable insights into the essential components of effective InfoSec policies and procedures, stressing the need for comprehensive coverage and proactive measures.Furthermore, Toby delves into the importance of cybersecurity awareness training and conducting tabletop exercises to ensure that organizations are prepared to respond effectively to incidents. By fostering a culture of transparency and accountability, companies can empower their employees to identify and mitigate potential risks proactively.For financial institutions looking to bolster their cybersecurity defenses, Toby offers actionable advice and outlines the steps needed to engage with 459 Consulting. From policy review and development to vulnerability scanning and penetration testing, Toby and her team provide comprehensive solutions tailored to each client's unique needs.Don't miss this insightful conversation with Toby Libbra, where she shares her wealth of knowledge and expertise in cybersecurity, guiding financial institutions toward stronger security postures and proactive risk management strategies.🎧 Listen now to learn how you can strengthen your cybersecurity defenses and protect your organization from evolving cyber threats!
🎙️ New Episode Alert! 🎉 Join us on the latest episode of the FinTech Hunting Podcast, where we dive deep into the world of modern mortgage innovation with industry thought leaders Michael Crockett, COO, and Greg Holmes, CRO, of Xactus. With over 30 years of experience each, Michael and Greg share invaluable insights into the evolving landscape of the mortgage industry.🔍 In this episode, we explore:🏡 The journey into financial services and the mortgage space for Michael and Greg.💡 Advancing the modern mortgage market: Leveraging technology and data to drive efficiency.🛠️ Utilizing data to make better lending decisions and reduce costs.📈 Helping lenders protect pipelines and navigate today's market challenges.🚀 Exciting upcoming innovations from Xactus, including insights on scoring models and more.Tune in now to gain expert insights and stay ahead in the ever-evolving world of mortgage technology! Listen on your favorite podcast platform or visit Xactus.com for more information. Don't miss out on this informative episode!
🎙️ Welcome to a new episode of the FinTech Hunting Podcast! 🎙️Join host Michael as he sits down with Kelly Yale, a seasoned mortgage industry veteran, marketing expert, and author of the groundbreaking book, "Mastering Mortgage Marketing." In this engaging conversation, Kelly shares insights from her extensive experience in leveraging data to drive strategic marketing decisions in the financial services sector.From her beginnings as the owner of a digital marketing firm to her transformative role in shaping mortgage marketing strategies, Kelly's journey is both inspiring and educational. Discover how she pioneered innovative approaches to curating databases, harnessing data intelligence, and maximizing CRM systems to skyrocket sales and enhance customer relationships.Highlights from the Episode:Kelly's journey into the financial services industry and her evolution as a marketing trailblazer.The pivotal role of data in transforming marketing strategies and driving business growth.Insights into Kelly's new book, "Mastering Mortgage Marketing," and its relevance in today's digital mortgage age.The importance of unified CRM platforms and the impact on brand integrity and compliance.About Kelly Yale:Kelly Yale is a renowned marketing expert and author with over a decade of experience in the mortgage industry. As the former CMO of a leading mortgage company, Kelly spearheaded groundbreaking initiatives that revolutionized marketing practices and propelled sales to unprecedented heights.Get Kelly's Book:Don't miss out on Kelly Yale's latest book, "Mastering Mortgage Marketing," available now on Amazon! Whether you're a seasoned mortgage professional or a marketing enthusiast, this book offers invaluable insights and strategies to thrive in today's competitive mortgage landscape.Tune in to this episode of the FinTech Hunting Podcast for a captivating discussion on mortgage marketing, data-driven strategies, and the future of financial services!📘 Get "Mastering Mortgage Marketing" on Amazon: https://www.amazon.com/Mastering-Mortgage-Marketing-Driving-Digital/dp/B0CTFRZSQP/ref=sr_1_1?crid=2G0RAQDU4V3TN&dib=eyJ2IjoiMSJ9.gIlOfe6hctqg6CahJb9FEAo3P8l1RjLyiHWsU2IhZRYX-vENzAZ2FR0Vvj6P9LmzuMDKYWUE2kRvwRb7zujRkw.2O7gidEX9UcelVqsHq_8vLVRJpy1i94I1ZkkqBmVpV0&dib_tag=se&keywords=kelly+yale+mastering+mortgage+marketing&qid=1708890088&sprefix=kelly+yale%2Caps%2C140&sr=8-1🔔 Subscribe to the FinTech Hunting Podcast for more insightful conversations: https://www.youtube.com/channel/UCs5IJebp8FxPG2EX-Idl2sw
Unveiling the Power of Collaboration at ICE Experience 24🔍 In this episode of the Fintech Hunting podcast, join us as we delve into the world of collaboration and innovation at ICE Experience 24. Host Michael welcomes industry thought leaders and tech innovators Eric Kujala, Vice President of Product Marketing at ICE Mortgage Technology, and Paul Orlando, EVP, Chief Strategy Officer at Lender Price. Together, they explore the significance of partnership and the upcoming ICE Experience event.Eric and Paul shed light on the evolution of ICE Experience from a user conference to a collaborative industry event, emphasizing the importance of bringing together lenders, partners, and solution providers. They discuss the unique value Lender Price brings as a gold-level partner, highlighting the seamless integration with ICE and the configurable UI tailored to lenders' needs.Paul shares insights into Lender Price's commitment to enhancing functionality, including lock policies, approval hierarchies, and MI relationships, all aimed at empowering lenders with efficient pricing solutions. The conversation culminates with a sneak peek into the ICE Lenders Choice Award, recognizing outstanding partners like Lender Price for their dedication to customer success.🏆 Eric reveals the prestigious ICE Lenders Choice Award recently bestowed upon Lender Price, signifying their exemplary service and commitment to excellence. This accolade further underscores Lender Price's position as a trusted leader in the industry, driving innovation and delivering unparalleled value to clients.Join the conversation and discover how ICE Experience 24 promises unparalleled networking opportunities, cutting-edge insights, and transformative collaborations shaping the future of the mortgage industry.
"Rethink Everything: Transforming Mortgage Strategies for Next-Gen Success"Welcome to a groundbreaking episode of the FinTech Hunting Podcast! In this riveting session, our host, Michael, is joined by two industry powerhouses, Brian Vieaux, President and COO of FinLocker, and Kyle Draper, the mastermind behind content compounding. Together, they unravel the secrets behind their upcoming game-changing book, "Rethink Everything You Know About Being a Loan Officer."Prepare to be captivated as Brian and Kyle delve into the genesis of their visionary book, challenging conventional wisdom in the mortgage industry. With a treasure trove of insights from 38 industry experts, this book transcends traditional loan officer strategies, offering actionable takeaways for redefining success in the digital age.Discover why mindset, personal branding, and the power of social media are the cornerstones of next-gen loan origination. Explore the transformative potential of video content and its ability to forge genuine connections in an increasingly digital world.Join the movement to revolutionize mortgage practices and propel your business into the future. Whether you're a seasoned loan officer or a newcomer to the industry, "Rethink Everything" promises to reignite your passion, invigorate your strategies, and set you on a path to unparalleled success.Stay tuned for the official release of "Rethink Everything" on Amazon, where you'll unlock the keys to unlocking your full potential as a modern mortgage professional. Get ready to rethink, reimagine, and redefine your approach to lending – because the future of mortgage success starts here.
Summary
In this episode, Tim Nguyen, CEO and co-founder of BeSmartee, discusses the importance of simplicity in the mortgage industry and how it can improve the origination process. He emphasizes the need to simplify workflows, eliminate redundancy, and focus on the customer experience. Tim also highlights the value of a consumer-centric approach and the role of technology in achieving this. He shares insights on BeSmartee’s commitment to innovation and the launch of their native mobile app. Additionally, Tim discusses the partnership with ICE and the benefits it brings to lenders. To schedule a meeting with BeSmartee at ICE, email Tim at tim@besmartee.com.
Takeaways
- Simplicity is key in the mortgage industry. By simplifying workflows, eliminating redundancy, and focusing on the customer experience, lenders can improve their origination process.
- A consumer-centric approach is crucial in today's market. Lenders should view everything through the lens of the customer and strive to provide a seamless and modern experience.
- Investing in product innovation is essential for staying competitive. Lenders can adapt to market changes and meet customer expectations by embracing new technologies and continuously improving their offerings.
- A native mobile app can enhance the loan origination process. It allows loan officers, real estate agents, and borrowers to access and interact with the system on the go, improving efficiency and convenience.
- Partnerships, such as the one with ICE, can provide value to lenders. By integrating with established industry platforms, lenders can leverage existing infrastructure and access a wider range of tools and services.
Chapters
00:00Introduction and Year of Simplicity
03:12Simplifying the Origination Process
07:39Embracing a Consumer-Centric Approach
11:04Investing in Product Innovation
14:41The Importance of a Native Mobile App
17:53Partnership with ICE and Value Proposition
19:54Scheduling Meetings at ICE
🎙️ Dive into the latest episode of the Fintech Hunting Podcast with your host, Michael Hammond, as he sits down with Alec Hansen, the Chief Marketing Officer of loanDepot, in an electrifying conversation that delves deep into the realms of marketing, social media, and digital strategy.
🌟 Join Michael and Alec as they embark on an enlightening journey through the intricacies of modern marketing, exploring topics ranging from overcoming industry challenges to mastering the art of engagement. With Alec's wealth of experience as a marketing guru and social media aficionado, coupled with Michael's insightful questions and genuine curiosity, this episode promises to be an invaluable resource for anyone looking to make waves in the digital landscape.
💡 Gain exclusive insights into:
- Navigating the ever-evolving mortgage industry landscape
- Unraveling the secrets of successful digital marketing strategies
- Overcoming hurdles in engaging with audiences effectively
- Harnessing the power of video content to drive engagement and build relationships
- Understanding the psychology behind social media engagement and community building
🔥 Whether you're a seasoned industry professional or a budding entrepreneur, this episode is a must-listen for anyone striving to stay ahead in the fast-paced world of fintech. So, grab your headphones and get ready to fuel your marketing prowess with expert insights from Alec Hansen and Michael Hammond.
🚀 Don't miss the opportunity to elevate your marketing game and propel your brand to new heights. Tune in now to the FinTech Hunting Podcast and unlock the secrets to digital marketing success!
Subscribe today to stay updated on the latest episodes and join the hunt for fintech excellence.
🎙️ FinTech Hunting Podcast Episode Highlights: Kevin Perenio, Chief Lending Officer at PRMG
Welcome back to the FinTech Hunting podcast! In this episode, your host, Michael Hammond, brings on a distinguished guest and dear friend, Kevin Perenio, Chief Lending Officer at PRMG. This industry thought leader and tech innovator share their insights into the current state of the lending technology landscape.
👋 Special Guest: Kevin Perenio
Michael: "We've got an amazing guest for you today. He's an industry thought leader, a tech innovator, and a dear friend. Please help me welcome back to the show, Kevin Perenio, Chief Lending Officer at PRMG."
KP: "Thank you, brother. You know I love being on FinTech Hunting."
🌐 Insights from Industry Events
Michael and KP dive into the observations and buzz from recent industry events like the Mortgage Banker Association's show in New Orleans. They discuss the positive vibes, the impact of changing interest rates, and the overall optimism for the year ahead.
KP: "The vibe was good. It's a new year. The people that go to these conferences, they're diehards. They're not going anywhere. We're all in. We're trying to build our businesses."
🌍 Market Outlook for 2024
The conversation shifts to the opportunities and challenges in the lending market for 2024. KP shares valuable insights into the mindset of lenders, focusing on business-building, recruiting, and the continuous pursuit of opportunities.
KP: "We just came out of that overbuilding phase in 2020 and 2021. Still kind of deleveraging down from that, if we're being honest."
🤖 Role of Technology and AI
Michael explores KP's perspective on technology, AI, and its impact on the lending industry. They discuss social selling, the importance of investing in technology, and the incremental changes AI is bringing to underwriting, task automation, and overall workflow efficiency.
KP: "You get what you put into [social selling]. And this is one of those moments that's coming up where there'll be a lot of eyeballs coming into our space looking for information."
📈 Tips for Evaluating Technology
The conversation wraps up with KP offering valuable advice on vetting technology. He emphasizes aligning tech investments with business goals, measuring ROI, and the importance of being selective about technology adoption.
KP: "It's not too late to be doing this stuff, and it's never too late."
🥩 Lightning Round: Austin's Best Barbecue Spots
To add a touch of local flavor, Michael asks KP about his favorite barbecue spots in Austin, Texas, including the legendary Franklin Barbecue.
KP: "Franklin's an experience. Give me a wait in line. You know, they got coffee there. You're having a beer. It is... it's almost like a tailgate."
👏 Conclusion
A big thank you to Kevin Perenio for sharing his valuable insights and experiences on the FinTech Hunting Podcast. Stay tuned for more episodes featuring industry leaders, tech experts, and thought-provoking discussions about the ever-evolving landscape of financial technology. Don't forget to subscribe and catch the next episode!
Welcome to the FinTech Hunting Podcast, where we delve into the latest trends, innovations, and thought leadership in the financial technology space. In today's episode, we had the pleasure of hosting Eric Kujala, Vice President of Product Marketing at Ice Mortgage Technology. Eric is an industry thought leader and a tech guru with a wealth of knowledge and expertise.In this insightful episode, Eric and our host, Michael Hammond, discussed highlights from the Independent Mortgage Bankers Conference (IMB), shedding light on the key themes, such as what lenders are focusing on in 2024 and discussions around the Realtor Sales Commission. They also explored the impact of artificial intelligence (AI) on the mortgage industry, emphasizing its importance in marketing and content creation.The conversation then shifted towards lenders' challenges and opportunities in 2024. Eric highlighted the significance of optimizing capacity, investing in technology, and scrutinizing existing processes for potential improvements. Additionally, he emphasized the importance of enhancing customer acquisition strategies, emphasizing the role of AI in marketing content and personalization.As a preview to the upcoming Ice Experience 24 conference, Eric provided insights into what attendees can expect. The conference aims to cater to both end users and industry executives, covering a range of topics from product-specific content for system administrators to executive-level discussions on regulatory compliance and servicing aspects.The podcast concluded with a discussion on what Eric hopes attendees will gain from the Ice Experience 24 conference. He emphasized the importance of understanding the collaboration between different solutions and industry players and the networking opportunities to foster industry improvement collectively.Don't miss out on this engaging episode filled with industry insights and expertise from Eric Kujala. Join us on the FinTech Hunting Podcast for more discussions with thought leaders in the financial technology space.Takeaways• IMB conference had good attendance and discussed topics such as interest rates and Realtor sales commission.• AI is a significant topic in the mortgage industry, particularly in marketing and content creation.• Lenders are focusing on optimizing their capacity and improving their customer acquisition strategies.• Improving the borrower experience and understanding their pain points is crucial for success.• ICE Experience 24 will provide industry professionals valuable insights and networking opportunities.
Summary
In this episode, Michael interviews Dalila Ramos, a world-class recruiter and content creator, about the challenges and strategies in recruiting and marketing. They discuss the importance of marketing expertise and the mistakes applicants make when seeking job opportunities. They also emphasize the need for authenticity and positivity on social media. Delilah shares insights on hiring people outside the industry and the importance of knowing when to outsource. They discuss the power of leveraging relationships and expertise in the mortgage industry. Finally, they offer strategies for maximizing ROI at trade shows and invite listeners to reach out for assistance.
Takeaways
- Recruiting challenges in Q1 include the constant need for good sales talent and the increasing difficulty in finding operational and support roles.
- Applicants often make the mistake of not putting themselves out there and not engaging on social media platforms, which can hinder their chances of getting hired.
- Being genuine and authentic on social media is important, but applicants should avoid whining, complaining, or airing grievances, as it can negatively impact their job prospects.
- Hiring people outside the industry can bring fresh perspectives, but subject matter expertise and understanding the nuances of the mortgage industry are crucial for success.
- Knowing when to outsource and ask for help is essential to avoid burnout and ensure the success of marketing and sales efforts.
- Leveraging relationships and engaging with industry professionals can help build credibility and attract opportunities in the mortgage industry.
- Maximizing ROI at trade shows requires a strategic approach, including promoting the booth, scheduling appointments, and leveraging content creation and video interviews.
Chapters
00:00Introduction and Background
01:22Recruiting Challenges in Q1
04:06The Importance of Marketing Expertise
05:13Mistakes Applicants Make
06:39Being Genuine and Authentic on Social Media
08:08The Impact of Negative Social Media Posts
09:26The Power of Positive and Uplifting Content
10:34Hiring People Outside the Industry
12:38The Challenge of Doing It All
13:50Knowing When to Outsource
15:30Leveraging Relationships and Expertise
17:02Engaging with Industry Professionals
18:22Outsourcing for Trade Shows
19:31Maximizing ROI at Conferences
21:57How to Get in Touch for Assistance
23:17Final Thoughts and Call to Action
Revolutionizing Mortgage Industry: BeSmartee’s Trifecta Unveiled for 2024 Growth!
Dive into the latest episode of the FinTech Hunting Podcast #196 as Tim Nguyen, CEO of BeSmartee, reveals groundbreaking insights for the mortgage industry in 2024. Discover the strategic trifecta that includes automation, enhanced user experience, and innovative AI applications. Be prepared for a market shift with expert advice on technology, relationships, and the future of AI in lending. Don't miss the exclusive details at ICE Experience – schedule your demo now!
"Unlocking Mortgage Innovation with David Wieczorek | FinTech Hunting Podcast Season 6 Premier"
Welcome to the latest episode of the FinTech Hunting Podcast! Our guest today is David Wieczorek, the Director of Product at Meridian Link, an influential figure and tech enthusiast in the mortgage industry.David shares his unique journey from a background in physics and mathematics at UCLA to becoming a pivotal force in transforming product development within Meridian Link. He talks about the evolution of technology in lending, emphasizing the crucial role of seamless systems in enhancing customer experiences.He delves into the significance of a streamlined point-of-sale system, showcasing its impact on borrower interactions and lenders' abilities to adapt to market conditions efficiently. Additionally, David sheds light on Meridian Link's innovative Meridian Link One platform, a game-changer that unifies consumer and mortgage lending, eliminating silos and enhancing value for lenders.For those eager to explore more about these insights and Meridian Link's upcoming user conference, visit their website for a wealth of resources, sales contacts, and user forum registration.Tune in to this engaging conversation with David Wieczorek, where technology, lending, and customer-centric innovation converge.
🎙️ Welcome to the FinTech Hunting Podcast!
In this episode, we're thrilled to have Dalila Ramos as our special guest live from our Michigan Studio. She's a recruiting expert, known as the "taco queen," and a relationship aficionado with a wealth of experience.
We discuss our successful partnership, driving over a million views and a surge in engagement. We emphasize our core values and offer video content packages tailored to maintain your brand presence amidst budget cuts.
💡 But beyond our banter and camaraderie, our primary focus is on providing practical solutions to the challenges facing businesses today. In a constantly evolving market, we understand the importance of maintaining a consistent presence and offer tailored video content creation packages designed to keep your brand in the spotlight.
📹 These packages go beyond conventional marketing strategies. By collaborating with us, you gain access to our diverse range of shows and a built-in audience, allowing your story to be told in innovative ways and reaching a broader network across various social platforms.
🌐 Our mission extends beyond mere marketing services. We believe in nurturing authentic relationships and adding genuine value to the industry. Through strategic planning, we help companies navigate complex market dynamics, ensuring that each interaction is built on trust, relevance, and problem-solving.
🔍 Looking ahead to 2024, we're committed to emphasizing the necessity of establishing an online presence. In an era where digital footprints speak volumes, embracing social media and digital platforms is no longer an option but a prerequisite for success.
🎄Wishing everyone a joyful holiday season and a prosperous New Year!
Tune in for more engaging discussions on the FinTech Hunting Podcast! 🚀
In this episode, Ryan DeMent, managing partner at Truevest, joins the FinTech Hunting Podcast to discuss the mortgage industry and the power of videos and social media for loan officers. Ryan emphasizes the importance of optimism and finding opportunities in times of upheaval. He shares his personal journey in the industry and highlights the impact loan officers can have on people's lives.
Ryan also encourages loan officers to embrace video content creation and shares tips for overcoming apprehension. He discusses the role of social media in building relationships and the need for consistency in posting. Additionally, Ryan emphasizes the value of coaching and lifelong learning in the mortgage industry.
Takeaways
- Find opportunities in times of upheaval and be optimistic about the mortgage industry.
- Embrace video content creation to connect with clients and build relationships.
- Overcome apprehension and fear of creating videos by focusing on being yourself and adding value.
- Utilize social media to share your message, engage with clients, and build a personal brand.
- Balance personal and professional content on social media to make yourself relatable.
- Invest in coaching and lifelong learning to continuously grow and improve in the mortgage industry.
- Expect a shift in the real estate market in 2024, with potential pent-up demand and lower interest rates.
Chapters
00:00Introduction and Optimism in the Mortgage Industry
04:16The Power of Videos for Loan Officers
07:53Overcoming Apprehension and Fear of Doing Videos
10:20The Importance of Social Media for Loan Officers
13:38Balancing Personal and Professional Content on Social Media
16:59The Value of Coaching in the Mortgage Industry
19:57Outlook for Real Estate and Mortgage Industry in 2024
Revolutionizing Financial Services: A Conversation with Devesh Khare on the FinTech Hunting Podcast
Introduction: Welcome, ladies and gentlemen, to a groundbreaking episode of the FinTech Hunting Podcast. Today, we are honored to have Devesh Khare, Chief Product Officer of MeridianLink, join us. Devesh is not just an industry thought leader but also a technology evangelist and an automation expert. His wealth of knowledge and expertise promises a deep dive into the innovations reshaping the financial services landscape. Without further ado, let's dive into this enlightening conversation.
Addressing Homebuying Misconceptions: Devesh debunks common myths for first-time homebuyers. Emphasizing credit score flexibility and diverse loan options, financial institutions can empower aspiring homeowners.
Technology in Mortgage Origination: In a market with rising costs, technology plays a pivotal role. Devesh highlights personalization, instant decisioning, and touchless processes as key elements, ensuring a seamless mortgage origination experience.
Debt Optimization and Customer Relationships: MeridianLink's debt optimization solution analyzes borrowers' financial landscapes, deepening relationships. It's a win-win – borrowers achieve dreams, and financial institutions strengthen bonds.
Meridian Link One: A Unified Platform: MeridianLink One transforms the consumer lending life cycle. Offering purpose-built products and a connectivity layer, it streamlines operations, identifies improvements, and enhances customer experiences.
Conclusion: Devesh Khare's insights and Meridian Link's innovations pave the way for a dynamic future in financial services. Embrace transformation and connect with Meridian Link for cutting-edge solutions.
Ladies and gentlemen welcome to a new episode of the FinTech Hunting podcast. In this episode, we have two incredible guests, Mike Kirk, Chief Innovation Officer/Alternative Valuation Group, and Chad Karol, SVP | Alternative Valuation Operations for Nationwide Property & Appraisal Services, who are at the forefront of innovation in the appraisal industry. They discuss the current challenges in the market, the importance of credit unions, and how innovative solutions can help credit unions level the playing field.
Discover how their suite of valuation products can empower credit unions, reduce costs, and improve the member experience. They also share insights on preparing for the future and why it's crucial to choose a vendor that can offer a wide range of products in these changing times.
Don't miss out on this enlightening conversation. Tune in and subscribe to the FinTech Hunting podcast for more insights on the ever-evolving world of financial technology. Your journey to financial innovation starts here!
Welcome to the FinTech Hunting Podcast, where we have an outstanding guest today, Dalila Ramos, a leading recruiter and relationship builder in the mortgage industry and founder of Love & Tacos Media. In this episode, we discuss key takeaways from the recent MBA Annual event in Philadelphia, focusing on industry outlook, mindset, and the value of trade shows.The podcast emphasizes the power of video in modern communication and offers insights on overcoming common objections to creating videos. Dalila and Michael's services, such as Amplify Videos and FinTech Hunting, provide excellent opportunities for individuals and companies in the mortgage industry to share their stories with a broad and engaged audience.In summary, the FinTech Hunting Podcast is your source for the latest mortgage industry insights and trends. Dalila and Michael are experts dedicated to helping you succeed through the power of video. Listen to their podcast for industry knowledge, networking, and practical tips to enhance your presence and grow your business in the mortgage industry. Don't miss out; tune in now!
🎙️ Join the Fintech Hunting Podcast and meet Kathy Mantych, Senior Director of Business Development at Silverwork Solutions. Learn about Persona-Based Bots revolutionizing the mortgage industry, working 24/7 as intelligent automation. These bots stabilize operations, eliminate hiring swings, and reduce costs.
🤖 Discover why partnering with experts like Silverwork Solutions is more efficient than DIY bot creation.
💼 Explore various persona categories covering prequalification to post-closing. Technology That’s Brilliantly Human
📆 Connect with Kathy Mantych at the MBA Annual event in Philadelphia https://calendly.com/silverwork/silverwork-solutions-overview-anytime to see these bots in action. Visit Silverwork Solutions' website https://silverwork-solutions.com or find her on LinkedIn to schedule a meeting and transform your lending operations.
Join Us for the FinTech Hunting Podcast! 🎙️
Welcome to the latest episode of the FinTech Hunting Podcast, where we're bringing you one of our all-time favorites, Bridget Trevino, SVP of Sales at Rapidio. If you missed her last appearance, you're in for a treat because Bridget is back to drop some more knowledge bombs!
In this episode, we dive into the tech landscape that's revolutionizing the mortgage industry. Bridget shares insights on how Rapidio is transforming the game with its unique approach, including the flexible component system. We also discuss the power of beta testing and why it's not a burden but an opportunity for collaboration.
Stay ahead of the curve as we explore what 2024 holds for the industry and how you can leverage technology for stability, accuracy, and efficiency. 🚀
Join us in Philly at the National MBA Annual or catch up with Bridget at the IMB conference in January. Schedule your meeting now by reaching out to Bridget via email at bridget.trevino@rapido.com.
Don't miss this episode and the chance to connect with an industry expert at the forefront of mortgage innovation! 🔥 #FinTechHunting #MortgageInnovation
🎙️ Join the Fintech Hunting podcast with industry thought leaders Charlie Johnson and Michael Schwartz from Nationwide Property and Appraisal Services! In this episode, you'll discover valuable insights into the fintech and appraisal industry, their innovative solutions for appraisers, and the power of nurturing relationships. Don't miss it on various platforms, including YouTube, Spotify, Apple Podcasts and more. Meet them in person at NLE and MBA Annual to continue building those valuable connections. Stay tuned for a fascinating journey into the world of appraisals and beyond! 🏦📊💼 #FintechHuntingPodcast #Appraisals #Relationships #Innovation
🎙️ Tune in to the FinTech Hunting Podcast for an engaging and insightful conversation with industry thought leader Jason Smith. Join us as we dive into the world of technology and sales, exploring the untapped potential of financial services and tech synergy.
Discover how technology can revolutionize the mortgage industry, making processes more efficient and customer-centric. Jason shares his 22 years of experience, from handwritten 10-03s to embracing cutting-edge technology solutions. You'll hear about the untapped potential of e-closings and the transformative power of machine learning and AI.
But the podcast isn't just about tech; it's about sales strategies, too. Jason provides invaluable advice on how to break through the status quo, offering insights into effective prospecting and targeting. Learn how to engage potential clients by starting with "why" and asking the right questions to uncover their pain points and provide solutions.
Jason's wisdom extends to the art of discovery. Discover how to ask insightful questions that go beyond surface-level responses, truly understanding your client's needs. And don't shy away from embracing digital tools like social media and video. They're not just trends but powerful tools for building connections and delivering value.
Don't miss this episode; it's a treasure trove of knowledge, experience, and practical advice to benefit anyone in the financial technology and sales space. Join us on the FinTech Hunting Podcast and level up your understanding of the industry today! 🚀
Welcome back to the FinTech Hunting Podcast! Our guest today is a true industry luminary, Josh Friend, CEO and founder of Insellerate. Josh is known for his visionary leadership, having won the Vanguard award and being one of the most connected figures in the mortgage industry. Join us as we dive into the latest trends and innovations that mortgage professionals can't afford to miss.
In this episode, we explore:
- The importance of efficiency in reducing origination costs and increasing profitability.
- The power of innovation in streamlining operations and staying competitive.
- Insellerate’s commitment to providing practical solutions for lenders, big and small.
- Exciting updates coming to the platform, including a new user interface and the game-changing "Golden Record" feature.
- The enduring strength of the mortgage industry and the opportunities it presents for those who adapt and innovate.
Stay tuned as we unpack the future of mortgage technology and how you can leverage it for success. Whether you're a seasoned executive or a loan officer looking to level up, this episode is your gateway to staying at the forefront of the industry. Don't miss it!
For more information and to connect with Josh and the Insellerate team, visit insellerate.com.com or reach out on LinkedIn.
Stay tuned for the upcoming MBA Annual event, where you can meet the Insellerate team in person and explore their latest innovations.
Thank you for joining us on this exciting journey through the world of fintech and mortgage innovation. If you enjoy the podcast, please like, share, and subscribe.
🎙️ Episode Description: "Revolutionizing Mortgage Technology with Rapidio"
Welcome to the Fintech Hunting Podcast! Our guest today, Bridget Trevino, Vice President of Sales at Rapidio, brings two decades of financial services expertise to the table. In this episode, she shares insights into the challenging mortgage technology landscape and where lenders should focus for cost savings.
Rapidio, a new player in the U.S. market with ten years of European experience, introduces a unique component-based system. It empowers underwriters by allowing them to select and pay only for the components they need, putting them in control.
But the real game-changer? Rapidio doesn't charge for data extraction and document classification. They believe lenders should own their data without added fees. This approach is transforming the industry, making lenders more efficient and cost-effective.
Discover how Rapidio is reshaping the future of mortgage technology and empowering underwriters. Tune in to stay ahead in this evolving landscape!
🎙️ Unleash Innovation with Silverworks Solutions: A FinTech Hunting Podcast Episode
🔥 Join us for a captivating episode of the FinTech Hunting Podcast as we sit down with Michael Kaysen, Founder and CEO of Silverworks Solutions. Dive into two decades of mortgage and FinTech wisdom as Kaysen unveils the power of bots, AI, and machine learning in revolutionizing financial operations.
💡 Explore the impact of technology on cost reduction and resource allocation, setting the stage for sustainable growth. Discover how Silverworks Solutions is crafting a brilliantly human future, where seamless collaboration between humans and bots transforms the industry.
🌐 Ready to reshape your understanding of FinTech's potential? Tune in now! 🎧
Ladies and gentlemen, welcome to an extraordinary episode of the Fintech Hunting Podcast. Brace yourselves for an electrifying conversation that delves into the future of finance. Today, we have a remarkable guest with us, none other than Ally Carty, the Gen Z Guru and National Account Executive at ActiveComply. A trailblazer in the financial industry, Ally's insights will reshape your perspective on Gen Z borrowers and the ever-evolving landscape of financial technology.
In this captivating episode, Ally takes us on a journey of discovery, revealing how Gen Z's unique needs and aspirations are reshaping the industry. Buckle up as she unveils the power of social media as a bridge between lenders and the new generation of borrowers. Prepare to be astonished as Ally explores the untapped potential of platforms like TikTok and Instagram, showcasing how authentic, bite-sized content can revolutionize customer engagement.
Join us as Ally recounts her own adventures, sharing how social media transformed her European vacation planning and igniting a revelation that has profound implications for the financial world. Get ready to rethink your approach as Ally uncovers the secrets to creating content that educates, entertains, and empowers Gen Z consumers to make informed financial decisions.
Michael's insightful questions and Ally's candid responses make this episode an unmissable journey into the future of finance and the power of Gen Z's perspective. Don't just listen; absorb, reflect, and revolutionize your financial approach. This episode of the Fintech Hunting Podcast with Ally Carty is your ticket to staying ahead in the dynamic world of fintech. Tune in now, and be prepared to be amazed.
Join us for an electrifying episode of the Fintech Hunting Podcast featuring the dynamic and insightful Dalila Ramos. As the host of Taco Tuesday and a recruiting efficiency guru, Dalila brings her A-game to discuss the latest trends in the mortgage industry, the power of video engagement, and the need for a strong brand presence at conferences. She highlights authenticity's crucial role, relationship-focused marketing's value, and consistency's importance in content creation. Whether you're a mortgage lender, loan officer, or technology vendor, this episode is a must-listen for those looking to navigate the ever-evolving world of finance and technology. Tune in and prepare to be inspired, motivated, and equipped to excel in fintech. Subscribe now and stay ahead of the curve!
Get ready for an electrifying edition of the FinTech Hunting podcast, broadcasting live from Novi, Michigan! Our special guest, the legendary Eric Kujula, an industry trailblazer and tech genius, has just been crowned the housing wire marketing aficionado. Brace yourself for an action-packed conversation as Eric reunites with our charismatic host, Michael Hammond, who reminisces about their first lunch where the FinTech Hunting podcast was born. Delve into the world of cutting-edge technology as Eric reveals how lenders embrace innovation to reduce costs, optimize lead management, and seize new opportunities. This heartwarming episode will leave you inspired and equipped to conquer the FinTech world. Don't miss out on the magic, as Eric Kujula rocks the FinTech Hunting podcast!
🎙️ Get ready for an exhilarating FinTech Hunting Podcast episode! 🎙️ Cybersecurity experts Toby Libra and Trent Burdenkircher share valuable insights on the current state of cyber threats in financial services. 💼 Key takeaways: Prioritize awareness training to prevent phishing attacks. Cybercriminals are becoming more sophisticated, especially with spear phishing, so be vigilant! Consider a Virtual Information Security Officer program for cost-effective expert guidance. 🔒 Protect your business from ransomware by educating employees and implementing network segmentation. Vet cybersecurity firms with references and free consultations to find the right fit. Don't miss this eye-opening episode! Tune in now! 🙌 #FinTechHunting #Cybersecurity #Ransomware #ExpertInsights
Ladies and gentlemen, prepare for an exhilarating FinTech Hunting podcast episode! Join host Michael as he welcomes Fobby Naghmi, the senior vice president of Homecoming Mortgage and an industry thought leader. Fobby is known for his incredible insights and a successful podcast, Laugh Lend Eat. In this episode, Fobby shares his observations on the tough housing market and offers valuable strategies to stay ahead as a lender. He dives into innovative campaigns, such as leveraging non-QM products and home equity cash-out refinancing, to attract builders and borrowers alike. Fobby also highlights the importance of recruiting top talent and how technology, like the Simple CRM platform, plays a crucial role in fostering relationships and boosting efficiency. Discover how Fobby's team utilizes AI-powered chat GPT tools to enhance communication and gain a competitive edge. With his wealth of knowledge and practical advice, Fobby Naghmi, is a guest you don't want to miss. Tune in now and unlock the secrets to success in the ever-evolving world of fintech and mortgage lending!
Ladies and gentlemen welcome to a dynamic and interesting episode of the Fintech Hunting Podcast! In this episode, we have a special guest, Jim Deitch CMB, co-founder and CEO of Teraverde, who is not only an industry thought leader and tech innovator but also an expert in lending profitability with significant financial services expertise.
The conversation discusses to the rising costs of loan origination, a challenge that lenders are grappling with. Jim explains that the industry still hasn't right-sized its workforce or optimized operational and origination processes.
Michael and Jim discuss the importance of understanding each loan and employee's cost structure and profitability and how technology can be leveraged to alleviate rising costs and increase efficiency.
The episode concludes with Jim's call to action for lenders to drive their business forward by focusing on cost reduction, efficiency, and delivering a better customer experience. He emphasizes that looking ahead and embracing change is crucial for long-term success and that the low-cost producers will be the winners in the industry.
Tune in now to stay ahead of the curve in the ever-evolving world of lending!
Welcome to the FinTech Hunting Podcast, where we bring you the latest insights and trends in the financial technology industry. In this episode, we have a special guest, Alayna Gardner, Lodestar's director of sales and marketing. She is making waves in the mortgage industry with her innovative ideas and fresh perspective. Join host Michael Hammond as he dives into a captivating conversation with Alayna, where they discuss the challenges lenders face in today's market and the importance of leveraging digital and live events. Alayna shares her secrets on creating memorable experiences on a budget, offering practical tips to engage clients and build lasting connections. Don't miss this opportunity to gain valuable insights from a rising star in the industry. Subscribe to the podcast now to stay updated with the latest episodes and never miss a beat.
Ladies and gentlemen welcome to a new Fintech Hunting Podcast episode hosted by the charismatic Michael Hammond. Get ready for an incredible conversation with an industry thought leader, a certified mortgage banker, and a force to be reckoned with. Join us as we welcome Ruth Lee, the founder, and CEO of Big Think, who is a dear friend and a passionate coach and advocate for process improvement and executive leadership. In this episode, Michael and Ruth dive deep into the pressing issues and pain points lenders face today. They explore the transformative power of AI and its impact on the mortgage industry. Discover how AI, like ChatGPT, can boost productivity and personalization while debunking the myths and fears surrounding its capabilities. With Ruth's wealth of experience and Michael's engaging style, this heartfelt conversation will inspire you to embrace the opportunities that lie ahead. Tune in now to this dynamic and engaging episode of the Fintech Hunting Podcast.
Welcome to a captivating episode of the FinTech Hunting Podcast, where we have a special guest who is not only a technology evangelist and industry thought leader but also deeply passionate about helping homeowners. In this episode, we are thrilled to introduce Dustin Gray, the CEO and co-founder of Milestones Labs.
Dustin's journey began unexpectedly 28 years ago in the real estate and mortgage business as a high school student. Since then, his career has flourished, and he has become a driving force in the industry. Throughout his entrepreneurial endeavors, he has witnessed the challenges faced by homeowners and recognized the need for a more streamlined and seamless interaction.
Imagine the excitement of becoming a homeowner, followed by the realization of the countless complexities that come with it. Dustin understands firsthand the challenges homeowners encounter, especially in today's fast-paced market. From maintaining and improving their property to making critical decisions about renovations or future investments, homeowners face a maze of personal and financial considerations.
During this episode, Dustin shares his personal experiences, including purchasing a home sight unseen and embarking on a complete renovation. He reveals the challenges he and his family faced and the various decisions they had to navigate. From finding trustworthy professionals to accessing funds and managing unexpected issues, their journey exemplifies the overwhelming nature of homeownership.
The conversation takes a compelling turn as Dustin delves into the genesis of Milestones Labs. Originally focused on revolutionizing the real estate transaction process, the company realized the need to address the long-term relationship between homeowners and their trusted advisors. They recognized that the journey of homeownership is not merely a one-time transaction but rather an ongoing, decade-long experience.
Milestones Labs set out to bridge this gap by creating a digital Swiss Army knife of homeownership, enabling homeowners to stay connected with their trusted advisors throughout the entire 10-year journey. By leveraging the expertise, local market knowledge, and personal networks of professionals, Milestones Labs aims to provide homeowners with a continuous support system. Whether it's obtaining advice, seeking assistance, or exploring new opportunities, homeowners can rely on their trusted advisors to guide them every step of the way.
Join us in this captivating episode as Dustin Gray shares his insights, experiences, and the innovative vision behind Milestones Labs. Discover how this groundbreaking platform transforms the traditional transaction-based approach into a lifelong partnership, revolutionizing the way homeowners navigate the challenges of homeownership.
Tune in now and embark on a transformative journey to revolutionize the way we perceive and navigate homeownership. This episode promises to be a heartfelt, informative, and engaging discussion that will empower you to make informed decisions and forge lasting connections in the world of real estate and mortgage. Don't miss out on this opportunity to gain valuable insights from one of the industry's brightest minds. Listen to the FinTech Hunting Podcast now!
Welcome to the FinTech Hunting Podcast, where we bring you the latest insights and innovations in the world of financial technology. In this episode, we have a special guest, Chad Karol, a technology evangelist and valuation expert who recently joined Nationwide Property and Appraisal Services as the Senior Vice President. Chad brings a wealth of knowledge and expertise to the table, with 16 years of experience in the alternative valuation space and overseeing close to 2 million transactions.
In our conversation, Chad discusses the challenges faced by the industry, such as the shortage of appraisers and the need for faster turnaround times. He highlights the benefits of alternative valuation models, particularly desktop appraisals, which allow appraisers to focus on analysis and valuation while data collectors gather property information. Chad emphasizes that these alternative models provide quicker turnaround times and lower costs and enable appraisers to increase their earnings by completing more volume from the comfort of their desks.
We delve into Nationwide's new offering, the Pinnacle Desktop Appraisal, which combines local appraisers' expertise with a bifurcated process involving real estate professionals for data collection. This model ensures high-quality appraisals through two rounds of quality control checks. Chad also addresses lenders' concerns about adopting alternative valuation models, encouraging open discussions to explore the advantages and address regulatory challenges.
As the market evolves, Chad envisions more lenders embracing alternative valuation products, especially with Fannie Mae and Freddie Mac onboard. He foresees a future where these products, including the Pinnacle Desktop Appraisal, become the norm for home equity and fix-and-flip loans. If you're interested in learning more about the benefits of alternative valuation models and how they can transform the industry, don't miss this engaging and insightful episode with Chad Karol.
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have an incredible guest for you today. She is a leading originator, a system and process expert, and passionate about networking to add value to people in the mortgage industry. Please help me welcome Cameron Watson, Senior Mortgage Loan Officer, Coastal Custom Mortgage, Inc., part of the Lariscy & Watson Mortgage Team.
In this don't miss this episode, Cameron shares tips and strategies that she has been able to use as an originator to grow her business in today's mortgage market, the power of open houses done right, what to give as a leave behind for real estate agents, how to leverage video to become a thought leader, and breaking down barriers to gain engagement and so much more. Don't miss this dynamic and insightful episode.
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have a fantastic guest for you today. She is an industry thought leader, technology evangelist, and passionate about delivering market intelligence. Please help me welcome Heidi Iverson, Director of Growth at Mobility Market Intelligence.
In this episode, we discuss Hiedi's extensive background in financial services, the power of leveraging data and market intelligence in today's mortgage market, industry trends, MMI, and so much more. Don't miss this insightful episode.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an incredible guest for you today. She is a leading business coach, industry thought leader, and passionate about adding value to people in the mortgage industry. Please help me welcome Robin Lukason, Executive Business Coach and Consultant.
Don't miss this dynamic episode where we discuss the current market conditions and the importance of systems and organizational processes, technologies' role in helping lenders, the importance of relationships and how to better manage people, the power of having a coach, and so much more.
Don't miss this powerful and dynamic episode. We have an exceptional guest for you today. She is an industry trailblazer and thought leader, extremely well respected for all she does for the mortgage industry (not just in California). Please help me welcome back Susan Milazzo, CEO at California Mortgage Bankers Association.
In this episode, we discuss leading during challenging times, the CMBA's vision and foresight in helping members navigate these constantly changing mortgage market conditions, the power of information, why conferences play a critical role in navigating these times, how the CMBA has stepped up to provide member lenders with FREE admission to Innovators Conference, collaboration, technology insights, and additional events throughout the rest of 2023, and so much more.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. She is a CMB, author, editor, and industry thought leader. Please help me welcome Leora Ruzin, VP of National Sales at WRE
Leora, welcome back to the show.
· Current industry trends.
· Biggest challenges you see in the industry.
· Why at this juncture, lenders should NOT cut back on marketing and advertising
· Biggest challenges marketers face
· The power of AI
· Tell us about WRE and so much more.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. Our next guest is a repeat guest with some of the most listened-to Fintech Hunting episodes. He is an industry thought leader, trendsetter, Vanguard award winner, one of the most connected in the mortgage industry, technology evangelist, and automation expert, please help me welcome Josh Friend, Founder & CEO at Insellerate.🔥
🎙In this episode, we discuss:
🎙What industry trends Josh is seeing?
🎙The Total Cost of Technology Ownership.
🎙What are the factors to consider when calculating TCO?
🎙How one comprehensive platform for all lending channels- Retail, Consumer Direct, Wholesale, TPO, Reverse, Recruiting can lower the Total Cost of Ownership of your CRM. And so much more
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have an incredible guest for you today. He is an industry powerhouse, origination expert, and leading mortgage consultant. Please help me welcome Adam Klugh, Mortgage Consultant for Success Mortgage Partners.
· Welcome to the show!
· Adam, for our listeners who don’t know, tell us about your background and how you got into the mortgage industry. Even a firefighter!
· Current market conditions: according to the MBA, the cost to originate a loan is over 11,000, lenders are focused on cost reductions, streamlining the manufacturing of loans, etc. what are you seeing?
· Where should LOs be focusing their attention?
· How can technology help LO close more loans?
· What is your advice on enhancing real estate agent outreach?
- The power of text and video to drive more business and so much more.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a special guest for you today. He is an industry powerhouse, a thought leader, and a technology evangelist. Please help me welcome Dan Bailey, SVP at WFG Lender Services. Welcome back to the show! Dan, let's discuss Home Equity Lending and the potential revenue stream it is creating for lenders.1. WFG recently announced the availability of a rapid legal and vesting report as part of its DecisionPoint® Instant Title Solution suite. Can you please tell us what it is and how it helps home equity lenders? 2. What are some of the other services WFG provides for home equity lenders? 3. Your news release announcing the DecisionPoint Rapid Legal & Vesting Report states that WFG has provided home equity lending solutions since its founding in 2010. What are some of the things you’ve learned along the way? 4. In what other ways is WFG helping lenders capture more home equity business, reduce origination costs and expedite the origination process? 5. What are some key considerations lenders should consider when selecting a home equity lending solution partner? 6. WFG uses Net Promoter Scoring to measure customer satisfaction and enhance service levels. Can you tell us about that process and how it helps WFG enhance the customer experience? 7. Before we close, is there anything else you’d like to share with our viewers? And so much more.
In this episode, we discuss the following:
🎙Most significant challenges you see in the industry.
🎙Strategically, where should lenders be focusing their attention?
🎙What is technology’s role?
🎙Change management and user adoption.
🎙In a challenging market, how fractional CMO/CSOs can play a critical role? And so much more.
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. She is a credit and score ninja, a passionate developer of people, and an expert networker. Please help me welcome Sue Buswell, Director of Business Development at NEXT Mortgage Events.
Sue, welcome to the show.
•How did you get into the mortgage business?
•What are the Biggest challenges you see in the industry, and what aspect of credit is impacted most?
•You are doing an incredible job of consistently posting great information and video. #sueknowsthescore Why did you choose to do that?
•What is technology’s role?
•Let’s talk about industry events and the importance of meeting LIVE and so much more in this impactful episode.
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have an amazing guest for you today. She is a Host of Taco Tuesdays, a Diversity & Inclusion Evangelist, and a brand ambassador for companies within financial services. She is passionate about helping people and companies tell their stories. Please help me welcome Dalila Ramos.
Dalila, welcome back to the show.
· Let’s start with your key takeaways from the ICE Experience Conference.
· The Importance of brand visibility in today's mortgage market.
-Why cutting back on marketing is not the answer.
· The power of connection and networking, both digitally and in-person and so much more.
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have a special guest for you today. She is an industry powerhouse, a thought leader, an expert in origination and production operations, and a technology evangelist. Please help me welcome Keri Rogers, SVP, Strategic Planning, Lennar Mortgage.
· Welcome to the show!
· Keri, for our listeners who don’t know, tells us about your background and how you got into the mortgage industry.
· Current market conditions: according to the MBA, the cost to originate a loan is over 11,000, lenders are focused on cost reductions, streamlining the manufacturing of loans, etc. what are you seeing?
· Where should lenders be focusing their attention?
· How can technology address these market conditions?
· Let’s talk about how digital workforce solutions can assist lenders in these challenging times and position them for success when the market turns.
· Talk to me about the use of BOT and AI.
· How has Silverwork Solutions addressed these challenges and provided a significant uplift to Lennar? and so much more.
Don't miss this powerful episode with WFG National Title Insurance Company Founder & Executive Chairman Patrick Stone as we discuss:
🎙current market conditions,
🎙strong demand for home ownership,
🎙creating efficiencies within the mortgage process,
🎙the power of collaboration,
🎙single source of information,
🎙automated status notifications,
🎙APIs,
🎙customer experience,
🎙dynamic WFG whiteboard sessions and so much more.
Ladies & gentleman welcome to a new episode of the Fitnech Hunting podcast. We have an amazing guest for you today, she is the 👑Queen of Goofiness 🦁Bodacious Brand Strategist 🐙Marketing Manager 🎙Host of Women That Shred Show ⛵️Creator at Raq The Boat Show and dear friend.
Please help me welcome back to the show Raquel Borras Regional Branding & Marketing Manager at New American Funding
· How digital can enhance in-person meetings
· What were some of your key take aways from IMB?
· Let’s talk about the importance of building relationships online and what it does when you get to meet in person
· What do you think holds people back from posting, doing videos and building those relationships?
· Three best tips for getting started? and so much more.
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have a special guest for you today. He is an industry veteran, a Fintech Tech Evangelist, and thought leader. Please help me welcome Lee Gillispie, Channel Partner Executive, Innovation Refunds.
· Lee let's start with your background and how you got into Financial Services and Fintech
· Explain ERC and how it connects to our Lending and technology industry….
- ERC is something I don’t hear much about among Brokers, Lenders, and lending technology companies.
- Detail ERC.
- Where the program came from.
- What’s changed over time?
- How does it work
Who’s Eligible?
I’ve heard from some that they need to be skeptical about ERC. It's not easy since an amended return is involved the business will be scrutinized by the IRS and so much more. To learn more about ERC go to https://www.innovationrefunds.com/.
This is one episode of the Fintech Hunting podcast that you do not want to miss. Our guest is an industry thought leader, technology evangelist, lending guru, and content creator; please help me welcome Kevin Peranio, Chief Lending Officer at PRMG, back to the show. In this episode, we discuss a reset, spring purchase season, preparing for new market conditions, future success, first-time home buyer ages rising, going back to basics, technology, and much more.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an amazing guest for you today. His Fintech Hunting episodes are some of the most listened to episodes ever. He is an industry expert, a CMB, a thought leader, fellow podcaster, and evangelist for educating consumers on their financial health while creating transparency throughout the mortgage process. Please help me welcome Brian Vieaux, CMB President & COO at FinLocker
🎙Let’s start with your outlook for the industry in 2023
🎙Challenges that lender are facing in today's mortgage market
🎙The importance for reaching borrower's earlier in the funnel
🎙Leveraging both Digital and in-person meetings to drive new business
🎙What’s new at FinLocker, top priorities etc and so much more.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. He is an industry thought leader, content creator extraordinaire, author, and lending expert. Please help me welcome Alec Hanson SVP, West Division of Loandepot
Alec Happy New Year and welcome back to the show? Thank you for good better best video series
It is great to have you back you always provide a wealth of information and insights.
Let’s start with the current market conditions and what you are seeing?
What are some of the biggest pain points that lenders are trying to address today??
Let’s talk about the importance of LO’s putting themselves out there?
How to leverage both digital and in-person strategies?
What do you see on the horizon for 2023?
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. She is an industry insider, technology evangelist, and brand ambassador. Please help me welcome Jelaire Grillo, Brand Ambassador for Prosperity Home Mortgage, LLC
In this episode, we discuss the following:
· Jelaire's background and how she got into the mortgage industry
· The current market conditions?
In today’s market, leveraging technology to build better relationships and capture and close every lead is more critical than ever. During the pandemic, some lenders upped their tech game, creating more automation and personalization, while others are still relying on outdated tactics and falling behind. Simply put – if you want to build lasting relationships and get more loans in the hands of your loan officers, you must adapt and implement a platform that marries intent with intelligent automation.
Discussion points:
· The formula to drive growth and retention by leveraging technology
· How lenders are adapting using co-marketing to win real estate relationships, customer intent for deal flow, and acting on buying signals to win deals
· How Prosperity Home Mortgage adopted technology and onboarded some of the most marketing-adverse loan officers and so much more.
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. Our next guest is a repeat guest and has some of the most listened-to Fintech Hunting episodes. He is an industry thought leader, trendsetter, Vanguard award winner, one of the most connected in the mortgage industry, technology evangelist, and automation expert, please help me welcome Josh Friend, Founder & CEO at Insellerate.
🎙Why should lenders look at new technology?
🎙One comprehensive platform for all lending channels- Retail, Consumer Direct, Wholesale, TPO, Reverse
🎙Advantages of one solution for
🎙Importance of real estate agent outreach and how innovation is transforming that outreach
🎙Native mobile applications
🎙Power of technology to help lenders close more loans, and so much more.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. She is a technology evangelist, a company founder, Mother and instrumental in delivering a great customer experience at the point of sale. Please help me welcome back to the show Veronica Nguyen is Co-founder and Executive Vice President of BeSmartee, Inc.,
Veronica welcome to the show.
🎙Let’s start with the current market conditions?
🎙Biggest challenges you are seeing in industry
🎙What is technology’s role in helping address these challenges?
🎙What specifically is Besmartee doing?
🎙Opportunities in today’s market and so much more.
We have a very special guest for you today. He is an industry thought leader, tech innovator, expert at goal planning, Please help me welcome Adal Bisharat, Founder / CEO GoalKloud
Welcome to the show Adal
· Tell our listeners about your amazing background in financial services
· What are some of the biggest challenges and opportunities you are seeing in today’s market?
· History of GoalKloud. Why it was developed and needed. It is the evolution of Goal Management, management and coaching
· What is GoalKloud and key features?
· How Goalkloud helps Loan Officers Achieve? and so much more.
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You don't want to miss this Fintech Hunting Episode #150 with two amazing guests Buck Collins Founder & CEO of Plus Platform and Eric Kujala VP of Product Marketing ICE Mortgage Technology
*Observations from MBA Annual
*Margin Compressions
*HELOC/Reverse Mortgages/ARM/ 3-2-1 Buy Downs
*Historical Perspective
*How to leverage technology to address today's market conditions
and so much more.
Join us for the dynamic and timely Fintech Hunting episode with the incredibly insightful James Deitch, CPA CMB Co-founder & CEO Teraverde. He shares insights from the MBA Annual Conference in Nashville:
*rising cost to originate loans
*the need for education and training
*technologies' role in addressing today's market conditions and so much more. Don't miss Jim's insights from the Insellerate booth at MBA Annual.
We have a fantastic guest for you today. He is a technology evangelist and digital underwriting guru. Please help me welcome to the show Praveen Chandramohan, Executive - Digital Mortgage Underwriting Solutions at CoreLogic
· Tell us a little bit about yourself professionally. What do you do for CoreLogic?
· You are involved in the mortgage space and lead the company’s Borrower, and Loan Solutions segment, which is full of business practices that some may say are not keeping pace with technology. Do you feel like this is the case, or is the industry effectively integrating technology, and how have processes changed over the past few years as a result?
· There is ample opportunity to expand the mortgage industry’s use of technology. Where do you think the most significant areas for growth are?
o Why do you think this shift toward integrating tech solutions into mortgage processes is accelerating?
· Naturally, when a home loan is originated, it is not just the lenders that can benefit from speed and efficiency within the process. There are also those who are purchasing the properties. One of the big kinks in the lending process is borrower verification, so can you talk a little bit about how important automating this process can be for both parties – especially in a market where home prices have increased steadily for over a decade, home supply has been extremely tight, and buyers to qualify for loans saddled with high-interest rates?
o What does a more efficient borrower verification process mean for lenders?
· As the housing market begins to level out following the frenzy of the last couple of years, finding buyers for homes is becoming increasingly challenging. Are there ways technology can help target buyers so lenders can get into the process early and ensure business?
· How else is CoreLogic supporting the growth and change of technology use within the industry? and much more.
Welcome to a new episode of the Fintech Hunting Podcast. We have an incredible guest for you today. She is a Host of Taco Tuesdays, is a Diversity & Inclusion Evangelist, a brand ambassador, a highly sought after speaker and passionate about connecting people with their next employment opportunity. Please help me welcome back to the show Dalila Ramos.
· Let’s start with the current market condition and what you are seeing in the marketplace?
· Observations from current conferences?
· Why are you so passionate about diversity and inclusion?
· Major Announcement. Let’s talk about our new endeavor. Amplify
· Why Amplify? Why now?
· MBA Annual meeting with the two of us, and so much more.
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. Our next guest is a repeat guest and has some of the most listened-to Fintech Hunting episodes. He is an industry thought leader, trendsetter, Vanguard award winner, one of the most connected in the mortgage industry, technology evangelist, and automation expert; please help me welcome Josh Friend, Founder & CEO at Insellerate.
🎙What industry trends are you seeing? How should lenders respond to these challenging market conditions?
🎙One comprehensive CRM platform for all lending channels- Retail, Consumer Direct, Wholesale, TPO, Reverse
🎙Let’s talk about realtor relationships, your new product launch AgentConnect, and driving purchase volume.
🎙Importance of real estate agent outreach and how innovation is transforming that outreach
🎙Power of technology to help lenders close more loans, and so much more.
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. She is an industry thought leader, compliance guru, and call center extraordinaire. Please help me welcome Nikki Revies, Director of People Operations, Anomaly Squared
· Tell our listeners about your fantastic background
· What are some of the biggest challenges and opportunities you see in today’s market?
· Discuss the importance of creating a culture of compliance, especially as it relates to call centers
· What is technologies role in ensuring compliance?
· Other key factors Network access, communication protocols, training
· MBA Annual how to get a hold of anomaly squared and so much more.
We have a very special guest for you today. He is an industry thought leader and tech innovator with a wealth of industry lending experience. Please help me welcome Dan Catinella, Chief Lending Officer at Total Expert.
🎙Tell our listeners about your amazing background in financial services
🎙What are some of the biggest challenges and opportunities in today’s market?
🎙Talk about The Race to the Customer in a Purchase Market
🎙Understanding your referral network, how much business you are getting, and what percentage of the total pie, targeting new opportunities
🎙Growing new referral relationships
🎙Strengthen existing relationships, how the best customers to acquire are ones you already have and so much more.
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have a very special episode for you today. We have two amazing guests. Our first is a repeat guest who has some of the most listened to Fintech Hunting episodes; he is a thought leader, technology evangelist, CMB, Podcaster, Brian Vieux, President of FinLocker, and our second guest is an industry thought leader as well, an expert at demand generation at the top of the funnel, please help me welcome David Camp co-founder and president of Homecourt.
🎙Let’s start with how the two of you view the current market conditions?
🎙What are some of the biggest challenges and opportunities in today’s market?
🎙Discuss the importance of reaching potential borrowers earlier in the funnel?
🎙Talk about the new partnership between Finlocker and Homescout and its impact on the industry.
🎙Predictions going forward and so much more
We have a very special guest for you today. She is an industry thought leader and expert in financial services. Please help me welcome Selma Hepp, Executive, Deputy Chief Economist Corelogic
- Tell us a little bit about yourself professionally. What do you do for CoreLogic?
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CoreLogic has been in the property data business for years now and has probably dealt with millions of pieces of data. So, can you talk about how highly accurate data is essential to the economic analysis you perform?
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Let’s talk about the ongoing trend of buyers snapping homes almost as soon as they are put on the market. Do you think this is due exclusively to economic factors, or is there a technological element that makes it possible for the buying process to occur before properties even come on the market?
o Let’s dive a little deeper into this subject. How have advancements in technology changed the overall property data ecosystem?
o How has the emergence of iBuyers and other sources for sales data outside of the MLS altered how you gather and analyze data?
o Has technology changed the type of buyers you see participating in the market? (Homeowners vs. investors)
§ Many prospective buyers may not realize that proptech companies frequently purchase homes, further exacerbating tight inventory conditions. Now that corporations and Wall Street are also competing in the same market as Joe next door for homes, what does that mean for homebuyers, especially first-time homebuyers? What does this mean for the market?
- Technology that automates processes such as securing mortgages and closing deals has helped speed up the overall transaction process. Have you seen this reflected in your analysis of home sales over the years?
o Why do you think that data and analytics are becoming more in the property industry?
o In your view, what other ways has the emergence of proptech influenced market statistics and more.
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. He is an industry thought leader, tech innovator, sales expert, and mentor. Please help me welcome Dan Zuch. Former Executive pivots to Higher Education
Welcome to the show, Dan
· Tell our listeners about your amazing background in financial services and sales
· What are some of the biggest challenges and opportunities you see in today’s market?
· Discuss the importance of sales expertise
· What is technologies role in improving sales outcomes?
· Why the pivot to higher education
· What can people get a hold of you and so much more.
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. He is an industry thought leader, and tech innovator who has over 25 years of experience and expertise in financial services. Please help me welcome Patrick Gluesing EVP – Head of The StoneHill Group.
Welcome to the show Pat
🎙Tell our listeners about your amazing background in financial services
🎙What are some of the biggest challenges and opportunities you see in today’s market?
🎙Discuss the importance of loan quality
🎙What is technologies role in improving loan quality?
🎙Tell us about the StoneHill Group. What’s next on the horizon? and so much more.
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. This is a special Fintech Hunting take-over with Dalila Ramos . Our guest is a 25+ yr Mortgage Executive, Growth Coach, Audience Developer, LinkedIn Strategist, Podcaster, Epic Content Creator, TechTrendsetter, Lending Luminary, and named one of the Most Connected. Please welcome Michael Hammond, Host of the Fintech Hunting podcast and Founder of NexLevel Advisors.
In this episode, we flip the script and discuss:
🎙How Michael got started in the mortgage industry and your marketing expertise
🎙Importance of Putting yourself out there, personal branding
🎙The passion for giving back and adding value to others
🎙Sharing your story and bringing on the next generation of leaders in the mortgage industry
🎙How marketing technology has evolved over the years
🎙The power of social media and how to grow and enhance relationships, and so much more.
Ladies & Gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an incredible one for you today. He is an industry thought leader, Call Center expert, and extremely well respected in financial services. Please help me welcome Rob Bayer, President at Anamoly Squared.
🎙Current market conditions
🎙The cycle of Frustration:Customer frustration leads to employee frustration, which leads to increased customer frustration, which leads to high employee turnover and low customer retention rates.
🎙Bad Customer Service:Looking at it from a consumer's point of view, typically, the most frustrating aspect of a bad customer experience is simply not being able to reach a human being on the phone.
🎙What can focus on improving customer service do for your company?
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Increased customer loyalty
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Improved LO retention
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Improved company culture
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Increased revenue
🎙 The value of outsourcing call center activities
🎙 Technology's Role in successful call centers and so much more.
Ladies & Gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an incredible for you today. He is an industry thought leader, PropTech expert, and extremely well respected in financial services.
Please help me welcome the amazing Mark Weaver, Principal, Business Development Real Estate Tech Solutions, CoreLogic
🎙Tell us a little bit about yourself professionally. What do you do for CoreLogic?
🎙CoreLogic has been around for a while and supports many legacy businesses, so how heavily is the company involved in the Proptech space?
🎙What does foundational support of the Proptech space look like?
🎙Why do you think that data and analytics are becoming more important than solutions in the property industry?
🎙Are there any category-leading businesses that CoreLogic supports? What have you learned about the needs of this growing industry from being a data provider for these instrumental businesses?
🎙Many prospective buyers may not realize that Proptech companies frequently purchase homes, further exacerbating tight inventory conditions. Now that corporations and Wall Street are also competing in the same market as Joe next door for homes, what does that mean for homebuyers and especially first-time homebuyers? What does this mean for the market?
🎙Do you think that the traditional real estate ecosystem will exist alongside the nascent Proptech industry? How? Why is it important to establish an equilibrium between these two different approaches to the property market? And so much more.
Ladies & Gentlemen welcome to a new episode of the Fintech Hunting Podcast we have an incredible guest for you today. She is an industry thought leader, trailblazer, engagement expert, networking guru, and extremely well respected in the mortgage industry.
Please help me welcome the amazing Sue Woodard Senior Advisor to Total Expert
🎙It was great seeing you in Tampa for the 20/20 Vision for Success Summit
🎙Let’s start with current market conditions and what you are seeing
🎙The Need for Digital Adoption is Heating Up
🎙The reality check from the market is causing lenders to analyze their current processes, including technology and how it is and isn’t being used by teams.
🎙Why tackle engagement now? Don’t let previous engagement challenges stymie your efforts. Given current market conditions, LOs may be more ready than ever to adopt tech and try new things.
🎙Six Keys to Tech Engagement & Adoption
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. Our next guest is a repeat guest and has some of the most listened-to Fintech Hunting episodes. He is an industry thought leader, trendsetter, Vanguard award winner, one of the most connected in the mortgage industry, technology evangelist, and automation expert please help me welcome Josh Friend Founder & CEO at Insellerate.
🎙What industry trends are you seeing?
🎙One comprehensive platform for all lending channels- Retail, Consumer Direct, Wholesale, TPO, Reverse
🎙Let’s talk about your new product launch AgentConnect
🎙Importance of real estate agent outreach and how innovation is transforming that outreach
🎙Native mobile applications
🎙Power of technology to help lenders close more loans, and so much more.
Ladies & Gentlemen welcome to a new episode of the Fintech Hunting Podcast we have an incredible for you today. He is an industry thought leader, credit expert, extremely well respected in financial services.
Please help me welcome the amazing Mike Darne Vice President Marketing at CreditXpert
🎙Before we start discussing all things credit tell our listeners a little about yourself and how you got into the financial services?
🎙Current market conditions.
🎙Housing afforabbility
🎙Mortgage Credit Potential Index MCPI
🎙how MCPI helps lenders help borrowers get the best possible rate (better credit score generally equals better rate).
🎙Technologies role
🎙How can people get more information about the Mortgage Credit Potential Index?
Our guest is an industry trailblazer, thought leader, moderator at CMBA Innovators, and extremely well respected for all that he does for the mortgage industry. Please help me welcome the amazing Paul Gigliotti COO Pinnacle Home Loans & Executive Board Member & co-founder of Axis Lending Academy.
· Before we start discussing all of the wonderful things happening at the Axis tell our listeners a little about yourself and how you got into the mortgage industry?
· Let’s start by discussing current market conditions.
· How important is it to bring along the next generation of mortgage leaders?
· Why is that so important to you?
· Tell us about Axis Lending Academy
· How can people get more information about all of the great things that you guys are doing to add value to the mortgage industry and so much more.
Our next guest has a wealth of financial industry expertise, he is an Author, Speaker, Licensed NLP Practitioner, and Behavioral Coach. In this episode we discuss:
🎙Back to LIVE conferences
🎙Industry trends?
🎙Why its important to lean in, in today's market
🎙Culture as a competitive advantage
🎙Technologies role in employee development
🎙What is on the horizon for the mortgage industry expect in 2022 and so much more.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. He is a dialer expert and guru, technology evangelist, specializes in borrower outreach. Please help me welcome Chad Gallison Director of Call Center Technology at Anomaly Squared
In this episode we discuss:
🎙 Speed to Lead and what it is
- Optimizing your system to reach leads quickly
- Using more methods than just phone calls (SMS, Email, etc.)
- Setting up all methods to generate an inbound call
🎙Contact Rate and what it is
- Why you should never stop after one attempt to contact a lead
- Finding a balance between being aggressive and not irritating the prospect
- Testing to find the best cadence and timing between touches
- Importance of being able to adjust and change as needed (Don't just set and walk away)
🎙How to improve both
- Test everything
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. He is an industry thought leader, and technology evangelist, who specializes in delivering better borrower experiences. Please help me welcome Kelcey Brown Chief Strategy Officer /EVP WebMax
🎙What are some of the challenges that lenders are facing today?
🎙Importance of delivering a great borrower experience. How?
🎙What is technology’s role in making that happen?
🎙What’s new at WebMax?
🎙What do you see on the horizon for 2022?
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an incredibly insightful guest for you today. He is a technology evangelist, thought leader, and extremely knowledgeable in all this mortgage. Please help me welcome Dan Bailey SVP at WFG Lender Services
🎙Over the last several months refinance volumes have dropped significantly and we’re seeing a resurgence in interest in home equity offerings. What are the market conditions that are driving this shift?
🎙To level set, how does a home equity loan differ from a cash out refinance?
🎙What are the differences between home equity loan types? (HELOC vs. standard home equity loans)
🎙What solutions does WFG Enterprise Solutions offer for home equity lending?
🎙How are WFG’s home equity solutions different from other solutions in this segment?
🎙Why should home equity lenders partner with WFG for their home equity?
🎙What else would you like home equity lenders to know about WFG?
Join us for this special episode of the Fintech Hunting Podcast LIVE from Anaheim, California for DAY 2 of the CMBA Mortgage Innovators Conference. We are interviewing leading lenders, tech visionaries, movers and shakers in the mortgage industry to deliver the latest trends, insight and technology solutions that are impacting our constantly changing mortgage market.
Don't miss Day 2 Insights.
Join us for this special episode of the Fintech Hunting Podcast LIVE from Anaheim California at the CMBA Mortgage Innovators Conference. We are interviewing leading lenders, tech visionaries, mover s and shakers in the mortgage industry to deliver the latest insights and trends that are impacting our constantly changing industry.
Don't miss these latest insights.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an amazing guest for you today. She is a Host of Taco Tuesdays, is a Diversity & Inclusion Evangelist, a brand ambassador for companies within financial services and passionate about connecting people with their next employment opportunity. Please help me welcome Dalila Ramos.
Dalila welcome back to the show.
· Let’s start with the current market condition and what you are seeing in the marketplace?
· Why are you so passionate about diversity and inclusion?
· Let’s talk about your new endeavor.
· How does taco Tuesday’s provide a vehicle for companies to not only gain brand visibility but also enhance recruiting efforts?
· The power of connection and networking both digitally and in-person
· Let’s talk about the importance of our faith and how faith and business do not need to be mutually exclusive and so much more
· How can people get a hold of you? loveandtacosmedia@gmail.com; www.loveandtacosmedia.com
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. She is a technology evangelist, a company founder, Mother and instrumental in delivering a great customer experience on the point of sale. Please help me welcome Veronica Nguyen is Co-founder and Executive Vice President of BeSmartee, Inc.,
· How did you get into the mortgage business?
· Veronica's background
· - Motherhood as a founder of a leading edge technology company
· - BeSmartee's beginnings/founding story
· Biggest challenges you are seeing in industry
· What is technologies role in solving for those challenges and so much more...
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. He is a technology evangelist, and is passionate about building strategic relationships with industry leaders in the mortgage space. Please help me welcome Josh Lehr Director of Technology Alliances at Total Expert.
In this episode we discuss:
🎙How did you get into the mortgage business?
🎙How top lenders leverage data and insights to impact business
🎙2022 opportunities for lenders given that rates are rising and refinances decreasing
🎙Biggest opportunities to grow relationships with current customers
🎙How to drive technology adoption
🎙What to look for when selecting a tech partner and so much more
Welcome to a new episode of the Fintech Hunting podcast. We have a very special guest for you today. He has appeared on the podcast multiple times, always provides great insights and has some of the most listened to episodes . He is a technology expert, one of the best networker’s in our industry, we sit on boards together, and all around great person, Please help me welcome Eric Kujula, VP of Product Marketing ICE Mortgage Technology.
It was great seeing you in Las Vegas for the ICE Technology conference. Firstclass all the way around, great speakers, incredible breakout sessions. What were some of your key takeaways from the conference?
Margin compression, Leveraging equity solutions, shift to purchase
Technology trends- Automation, AI, Machine learning
2023 ICE Technology Conference info
What do you think is in store for the rest of 2022 in the mortgage industry? and so much more.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. He is an origination specialist, veteran, technology evangelist, and is passionate about automating the lending process. Please help me welcome Steve Ton, Senior Loan Officer at Aviator Home Loans powered by Edge Home Finance Corp
In this episode we discuss:
🎙How Steve got into the mortgage business?
🎙His background in the military and your desire to help veterans.
🎙What are some of the biggest pain points that lender are trying to address today??
🎙The power of automation?
🎙How to find the right solutions.
and so much more.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. She is an industry thought leader, technology evangelist, specializes in automating the lending process and an expert at strategic consultation. Please help me welcome Lisa Schreiber, President of LSK Consultants
It is great to have you back you always provide a wealth of information and insights.
🎙Let’s start with the current market conditions and what you are seeing?
🎙What are some of the biggest pain points that lenders are trying to address today??
🎙What is technologies role in try to solve for those challenges?
🎙What do you see on the horizon for the rest of 2022?
🎙Tell me about LSK Consultants and so much more
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an amazing guest for you today. He is a innovation expert, a thought leader, with a wealth of industry knowledge and expertise.. Please help me welcome John Rogers Chief Innovation Officer at CoreLogic.
In this episode we discuss:
· How John got into the mortgage and real estate industry?
· What are some of the trends that you are seeing in the market?
· In a shrinking market, how can lenders leverage new lending models, such as the use of data and automation to remain competitive.
· What are to you seeing lenders looking for as it relates to data in today’s market?
· What differentiates Corelogic?
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an incredible guest for you today, she is an expert in mortgage technology, a guru in mortgage automation, she still originates loan every once in a while, awarded the Ellie Mae Hall of Fame for Excellence in Compliance Automation, please help me welcome Jaki Fanelli, Automation Architect at Equity Prime Mortgage EPM.
🎙For those of our listeners that don’t know you how did you get into the mortgage industry?
🎙Let’s talk about your passion to save time and automate, where did that come from?
🎙As an automation guru- talk to me about the connection between, technology, workflow efficiency, and ROI?
🎙Let’s discuss a topic that I believe is so critical to growth in the industry and that is mastering the art of manufacturing of a loan. In Your view how important is it to unify the manufacturing process company?
🎙Let’s discuss automation and underwriting?
🎙Lets talk about mentorship and the importance of bringing on the next generation of tech leaders in our industry, and so much more
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. He is an industry thought leader, tech innovator expert driving brand adoption and distribution. Please help me welcome Steve Schachter. President, sourcepoint. where we discuss:
🎙Steve's Career background, different from most people in the industry (Wine & Spirits Industry). Any similarities?
🎙Sourcepoint is considered a Technology Enabled Mortgage Services Company. Does that mean you consider yourselves a Fintech? More broadly, how do you view Fintechs and their impact on the US Mortgage industry?
🎙M&A. Sourcepoint just acquired The Stonehill Group. What was your thesis for this acqusition and how do you think about M&A in general?
🎙We're 45 days into 2022. It's shaping up to be very different from the last 2 years. What's your view? How are you planning for the change in the market? and so much more.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an amazing guest for you today. She is a verification expert, a thought leader, with a wealth of industry knowledge and expertise.. Please help me welcome Ashley Wood Vice President of Mortgage Verification Services at Equifax.
🎙Let’s start with how you got into the mortgage and real estate industry?
🎙Second month of the year-- What are you seeing in the housing market? What are some predictions?
🎙In a shrinking market, how can lenders leverage new lending models, such as the use of data to remain competitive.
🎙From an affordability stance, what do these rising interest rates, a seller’s market, and potentially still higher prices for homes mean for a first-time homebuyer?
🎙While there’s a push for faster information, there’s an equal push for making less risky decisions on the lender side. This can be challenging for lenders, especially since individuals needing credit may be looking to receive a loan immediately. How can lenders navigate this?
🎙There are a lot of players entering the verification space. What differentiates The Work Number?What can we expect for the rest of the year? and so much more.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. He is an industry expert, a thought leader, call center extraordinaire, and engagement expert. Please help me welcome Rob Bayer President at Anomaly Squared where we discuss:
🎙Rob's career and background in call centers.
🎙Why are call centers so important in the mortgage industry?
🎙In today’s changing mortgage market why does every lead matter and more importantly what can lenders do about it?
🎙Let’s talk about caller ID management and after close care.
🎙Tell people about anomaly squared
🎙What do you anticipate 2022 looking like for the mortgage industry? and so much more.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an amazing guest for you today. He is a realtor, originator, an industry expert, a thought leader, fellow podcaster, and evangelist for delivering high quality content in new and dynamic ways. Please help me welcome Marvin Colon Chief Content Creator at Mortflix Media where we discuss:
🎙How Marvin you got into the mortgage and real estate industry?
🎙The power of video and the impact that it is having on the mortgage industry?
🎙Explain what MortFlix is?
🎙What type of content is available?
🎙What does Mortflix have in store for 2022?
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. He is an industry thought leader, leading loan officer, coach & mentor. Please help me welcome Mark Hayden, Certified Mortgage Advisor, NEXA Mortgage as we discuss in this episode:
How Mark got started in the mortgage business?
What are some of his big take aways from 2021?
What are some of the biggest challenges that borrower are facing today?
What is technology’s role in delivering a better borrower experience?
Importance of coaching and mentoring?
What does Mark see on the horizon for 2022? and so much more.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. He is an industry thought leader, technology evangelist, specializes in delivering better borrower experiences. Please help me welcome Tim Nguyen, Co-Founder & CEO at BeSmartee where we discuss:
🎙Tim's background in mortgage technology?
🎙What are some of the challenges that lenders are facing today?
🎙Importance of delivering a great borrower experience? and How?
🎙What is technology’s role in making that happen.
🎙What’s new at BeSmartee? (Acquistion)
🎙What do you see on the horizon for 2022?
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. He is an industry thought leader, leading originator, coach & mentor, business development expert. Please help me welcome Grant LaViale, Area Manager Caliber Home Loans
🎙How did you get started in the mortgage business?
🎙What are some of your big take aways from 2021?
🎙What are some of the biggest challenges that borrower are facing today?
🎙What is technology’s role in delivering a better borrower experience?
🎙Importance of coaching and mentoring?
🎙Let’s discuss the importance of building a dynamic culture?
🎙What do you see on the horizon for 2022?
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. She is an industry thought leader, a Certified Mortgage Banker, expert at industry engagement, Realtor. Please help me welcome Faith Murphy, Agent Success Manager Go Mortgage in this episode we discuss:
🎙How did you get started in the mortgage business?
🎙What are some of your big take aways from 2021?
🎙What are some of the biggest challenges that agents are facing today?
🎙The power of engagement and the use of video
🎙What is technology’s role in delivering a better agent & borrower experience?
🎙What do you see on the horizon for 2022?
Here is the link to the upcoming webinar that Faith mentioned during the podcast https://us06web.zoom.us/webinar/register/WN_Vn_U-tCbQ3aW-QnS3hG1MA
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. He is an industry thought leader, technology evangelist, specializes in automating borrower outreach and streamlining the lending process. Please help me welcome Nick Rutherford, VP McGlone Mortgage Group
🎙How did you get started in the mortgage business?
🎙What are some of your big take aways from 2021?
🎙Understanding the different consumer direct approaches?
🎙Critical question to ask and understanding regarding implementation?
🎙What are ways that lenders can automate borrower engagement? Why is that so important?
🎙Talk to me about the technology that makes that happen and important of it fitting within your tech stack?
🎙What do you see on the horizon for 2022? and so much more
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a wonderful guest for you today, a top performing loan officer, he helps real estate professionals market and grow their business, industry thought leader, and just an overall great guy, please help me welcome Jeff Thomas, Senior Loan Officer at Atlantic Coast Mortgage
🎙 For those of our listeners that don’t know you how did you get into the mortgage industry?
🎙What are some of the highlights and trends from 2021 in lending?
🎙What are some of the biggest challenges that loan officers face today?
🎙How important is it to build and foster realtor relationships in today’s market?
🎙What advice would you share with a potential borrower looking to get a loan?
🎙What do you expect in 2022. and so much more. Listen now.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. She is an industry thought leader, extremely knowledgeable on the tech and innovation side of the business, an expert in creating customers for life. Please help me welcome Calla Casanova, Product Marketing at Insellerate
On this episode we discuss:
🎙Calla's background in technology and customer experience.
🎙Her take on live events and virtual events in 2021
🎙With many experts predicting rates to increase and volumes to decline in 2022 how important is creating customers for life for Lenders?
🎙Talked to me about the Insellerate Customer for Life Program
🎙What do you see on the horizon for 2022 and so much more.
WHAT IS INSELLERATE? WE HELP LENDERS CLOSE MORE LOANS BY CREATING CUSTOMERS FOR LIFE. We Bring Lenders, Borrowers And Referral Partners Together
The average borrower will get 7 to 11 loans over their life-time, but less than 15% of those borrowers go back to their original lender for their next loan. We’re here to change that.
Insellerate is a highly scalable, configurable, and modern platform that accelerates the sales process and generates repeat business. Built by mortgage professionals, the Insellerate platform has full CRM functionality with built-in Lead management and automated marketing. Lenders can improve both the borrower and loan officer experience with multi-channel communication, leveraging tools such as phone, text messaging, email, direct mail, retargeting, and customer engagement.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. He is an industry thought leader, social influencer, expert in industry automation, one of the best networkers I know, and dear friend. Please help me welcome Eric Kujala Vice President, Product Marketing at ICE Mortgage Technology
🎙As the year is winding down are were some of the key take aways for you from 2021?
🎙What are some of the key pain points that lenders are trying to address?
🎙What is on the horizon for 2022?
🎙Let’s talk about ICE Experience conference coming in March
and so much more.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an amazing guest for you today. His Fintech Hunting episodes are some of the most listened to episodes ever. He is an industry expert, a thought leader, fellow podcaster, and evangelist for educating consumers on their financial health while creating transparency throughout the mortgage process. Please help me welcome Brian Vieaux, CMB President & COO at FinLocker
🎙Brian welcome back to the show?
🎙Let’s start we just finished a number of LIVE industry events, what were some of your key take-aways?
🎙FinLocker recently published a whitepaper entitled- Can Technology Solve for Inclusion in the Housing Industry and Affect Equitable Wealth Building?
🎙What’s new at FinLocker, top priorities etc
🎙What do you anticipate 2022 looking like for the mortgage industry? and so much more.
Ladies & Gentlemen welcome to a new episode of the Fintech Hunting Podcast we have a very special guest for you today. She is an industry trailblazer, thought leader, extremely well respected for all that she does for the mortgage industry (not just in California).
· In this episode we discuss: getting started in the mortgage industry.
· Running an organization like the CMBA during a pandemic. Explain how you handled conferences, outreach etc.. What role technology played in allowing you to go virtual?
· The return of LIVE conferences?
· Mortgage Innovators and why she chose to make it a community rather than just a conference?
· What President’s Counsel is?
· What’s in store for the CMBA in 2022?
· How can people get more information about all of the great things that the CMBA is doing to add value to the mortgage industry and so much more.
Please help me welcome the amazing Susan Milazzo CEO at California Mortgage Bankers Association.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an amazing guest for you today, he is an industry thought leader, he specializes in executive strategy and business operations, is a tech visionary, and just an overall good guy. In this episode we discuss:
Background in mortgage industry & financial services
🎙 How he got into the mortgage industry?
🎙During the last few years there has been a huge industry-wide push to digitize the mortgage lending process. Where do things currently stand with this effort?
🎙Tech trends/ biggest opportunities to improve mortgage process
🎙What areas of the mortgage origination process offer the biggest opportunities for process improvement?
🎙Tell us about optifunder.
🎙MBA Annual and so much more with the incredible Brian Abbott COO at OptiFunder.
OptiFunder is a Fully-Integrated and Automated Warehouse Management Platform for mortgage originators. OptiFunder was created to optimize where originators should fund every loan. It has since evolved to a fully integrated and automated Warehouse Management Platform. You best-ex your loan sales, now you can best-ex your warehouse funding. Until now, the funding process for independent mortgage originators has been a forgotten part of the origination process. OptiFunder revolutionizes the way originators fund loans to achieve the absolute lowest cost of funds.
JUST RELEASED- Fintech Hunting Podcast episode #104
We have a very special guest for you today. He is an expert on verification solutions in financial services, has a wealth of knowledge and expertise. In this episode we discuss
• His background and how he got started in financial services.
• How can lenders address more financial inclusion in mortgage lending?
• How can lenders work with today’s demographic of borrowers with low, or non-existent credit scores?
• How can lenders leverage technology to stay competitive as the housing market shifts? And consumer-expectation shifts?
• In the midst of competition, pressure to compete in a larger market space, customer expectations--How can The Work Number help alleviate fatigue/burnout on lenders? And so much more.
Please help me welcome Joel Rickman Senior Vice President Verification Services at Equifax Workforce Solutions
Equifax is a global data, analytics, and technology company. We believe knowledge drives progress. We blend unique data, analytics, and technology with a passion for serving customers globally, to create insights that power decisions to move people forward. Headquartered in Atlanta, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe and the Asia Pacific region. It is a member of Standard & Poor's (S&P) 500® Index, and its common stock is traded on the New York Stock Exchange (NYSE) under the symbol EFX. Equifax employs approximately 11,000 employees worldwide.
Just Released- Fintech Hunting Episode #103
Our next guest has a wealth of financial industry expertise, he is an Author, Speaker, Licensed NLP Practitioner, and Behavioral Coach. In this episode we discuss:
Industry trends?
The importance of coaching and mentoring
Understanding the impact of COVID on the workforce
What drives user adoption
Technologies role in employee development
Talk to me about your new role with EPM.
What is on the horizon for the mortgage industry expect in 2022 and so much more.
Please help me welcome Julian Sado, EVP Learning & Development at EPM
Just Released- episode #102
We have an amazing guest for you today. She is a community builder, expert at fostering and building industry partnerships, serves on the Women with Vision 20/20 Vision for Success Coaching Board and all around wonderful person. In this episode we discuss
• Her background and how you go started in financial services.
• Why partnerships and collaboration so important in the mortgage industry?
• What are some of the trends that she is seeing?
• Here experience being on the Women with Vision board and how that is impacting the industry?
• Live conferences are back, many people have mixed feelings about attending conferences, I recently ran a poll on Linkedin to find out if people were planning on attending the MBA Annual in San Diego 61% yes, 34 % no and the rest undecided? Tell about the impact that live events have?
• You are currently at an industry conference tell our listeners which one and why you are there. Please help me welcome Heidi G. Belnay Partnership Manager at Reggora
Founded in 2016 and based in Boston, Reggora is a VC-backed technology company that is automating the residential valuation process. We’re working to remove the headaches from one of the most labor-intensive and time consuming components of securing a mortgage: the appraisal. Our modern, two-sided platform for mortgage lenders and appraisal vendors streamlines the entire appraisal process to shorten turn times and upgrade the experience for everyone involved. Reggora handles payment processing, appraisal scheduling, automated underwriting, appraisal delivery, status updates, and more, creating unprecedented operational efficiency. Reggora has raised over $45M in funding and is backed by investors Spark Capital and Boston Seed Capital. We’re growing fast and always hiring driven self-starters.
Don't miss episode #101. We have an incredible guest for you today, he is a branding, PR, creative marketing expert in financial services, and community builder. In this episode we discuss
• His background and how he got started in the mortgage industry
• Live events are now back, tell us about your experiences?
• What are some of the challenges that today’s mortgage marketers face?
• Talk to me about the importance of building an online presence.
• Tips and tricks to better borrower engagement
• What is technology’s role for the modern mortgage marketer?
• We talk about brand and culture and so much more, help me welcome Eric Skates EVP of Marketing at First Option Mortgage.
Eric is an innovative and imaginative professional with 10+ years of experience with marketing development/strategy, organizational planning, and corporate communication. Oversee seven-figure omnichannel marketing plans including strategic digital marketing campaigns, new software integrations, marketing automation (Pardot), lead generation, social media, graphic design, blogging/vlogging, content creation, CRM campaigns, Mobile App promotions, SMS, PR, SEO efforts, web content, company culture efforts, D&I, promotional marketing and special events. Past experience includes planning and managing marketing/communication efforts within real estate and non-profits rooted in the finance, and insurance industries.
Don't Miss Episode 100 We have a very special guest for you today. It is an incredible individual that I meet the first year I was in the mortgage business. She is a recognized leader in business development, complex technology environments and strategic alliance management.
She has comprehensive background spanning 30 years providing organizations with business growth strategies and leadership necessary to drive revenue and ROI. She is a friend and fellow Michigander please help me welcome Kathleen Mantych, Senior Account Executive FirstClose to the Fintech Hunting Podcast where we discuss the evolution of mortgage technology, trends in the mortgage marketplace, where can lenders improve the lending process through the use of technology, upcoming MBA Annual, and so much more.
DON'T MISS this powerful and timely episode of the Fintech Hunting Podcast where we discuss ground breaking mortgage industry research, FREE Webinar to receive research reports, understanding lead sources, importance of contact strategies, lead management, the power of data and so much more with the amazing Josh Friend, CEO Insellerate.
Register here to receive FREE Research Reports
https://us02web.zoom.us/webinar/register/WN_dSONPauGRoKkv048w1ci5w
Josh is a seasoned entrepreneur whose impact on the mortgage industry at large is unmistakable from his early days to working at a mortgage company, to rising up the ranks, to running a mortgage company; he has helped thousands of people realize the dream of homeownership, has personally trained 1,000's of loan officers that are directly impacting hundreds of thousands of borrowers if not millions over his 21-year career. Josh now dedicates himself solely to helping other lenders be more successful through better borrower engagement. He is transforming the borrower and LO experience with his leading technology company Insellerate which enables lenders to achieve higher revenue goals while creating customers for life.
In addition, Friend is viewed as a thought leader within the mortgage and technology space and has been published numerous times in leading real estate finance publications such as Housing Wire, Tomorrow's Mortgage Executive, National Mortgage News, National Mortgage Professional, and Today's Lending Insight. He is also a recognized speaker who regularly presents at national and state mortgage association conferences. He has been a featured presenter at Lead Generation World, HW ENGAGE Marketing, CMBA Innovators Conference, Rob Chrisman Market Updates, Fintech Hunting Podcast, and the Lend, Laugh, and Eat Podcast, to name a few.
Welcome to a new episode of the Fintech Hunting Podcast. In this episode we have an incredible guest for you today, industry thought, tech visionary, mover and shaker in financial services, please help me welcome Marty Frame, President of WEST, a Williston Financial Group company. In this episode we discuss:
🎙His Background in mortgage industry & financial services
🎙During the last few years there has been a huge industry-wide push to digitize the mortgage lending process. Where do things currently stand with this effort?
🎙Why is it so difficult to transition to a digitized mortgage process?
🎙What can be done to help move this process forward?
🎙What areas of the mortgage origination process offer the biggest opportunities for process improvement?
🎙What is WFG working on right now and how will it help real estate transaction participants?
Marty Frame, President of West, a Williston company. Marty is the president of Williston Enterprise Solutions and Technology, in which capacity he is responsible for the company’s product strategy and business operations. Prior to joining WEST, he enjoyed a long career as a senior executive in the real estate and mortgage services industry at Realtors Property Resource, a subsidiary of the National Association of REALTORS, Cyberhomes, a subsidiary of Fidelity National Financial and Lender Processing Services, and REALTOR.com, a subsidiary of Move, Inc.
Welcome to a new episode of the Fintech Hunting Podcast. In this episode we discuss what's taking place in the current mortgage market from a brokers perspective, the importance of technology, some of the biggest challenges brokers are facing, tips on building realtor relations, the importance of relationships in the mortgage business and so much more with the incredible Rich Lane, Executive Producer and Host of media show; The Broker w/Rich Lane.
Rich Lane is the Executive Producer and Host of media show; The Broker w/Rich Lane. In addition, Rich has established himself as a seasoned loan originator in the residential, commercial & private-money mortgage industry with 21+ years of experience. He frequently collaborates closely with some of the top producing real estate agents nationwide structuring loans for valued clients.
Lane offers a highly-transparent, results-oriented approach that ensures his clients maximum benefit and value in their real estate financing pursuits. His ability to facilitate transactions in this ever-changing market has earned him a growing league of satisfied clients–including: real estate agents, financial advisers, tax professionals, attorneys, top home builders, and captains of Industry–all whom which have come to trust his professionalism, integrity, efficiency, market awareness, and commitment to delivering unsurpassed customer service and results.
Welcome to a new episode of the Fintech Hunting Podcast. In this episode we discuss current trends in the mortgage industry, what technologies role is in address these conditions, some of the biggest challenges that loan officers face, what loan officers need in a a website, how technology can add value to loan officers, brokers and lenders and so much more with special guest Rocky Foroutan, CEO LenderHomePage.
Rocky Foroutan is the Founder and Visionary behind LenderHomePage.com. He founded the company from his small home office in 2003 by building turnkey websites for mortgage brokers and loan officers. Sixteen years later, the company has grown to serve over 2,000 clients with an innovative, multi-channel digital platform that helps customers enhance borrower experience while gaining efficiencies and saving cost. Prior to LenderHomePage, Rocky spent nineteen years as a software developer, sales and marketing management in Fortune 5000 companies.
Welcome to a new episode of the Fintech Hunting Podcast. In this episode we discuss going back to live industry events, what the mortgage industry has meant to our guest, the importance of bringing along the next generation in the mortgage industry, why staying active on social media enhances relationships even as live events increase, our faith, and so much more with the amazing Dalila Ramos, Taco expert, and VP of Diversity & Growth, EPM.
Dalila is the creator of Taco Tuesday Talks w/Dalila series. Relationship and brand builder with deep mortgage industry network. Connecting people to new opportunities and mentoring future mortgage professionals.
Welcome to a new episode of the Fintech Hunting Podcast. In this special In-Person episode we speak with some of the best and brightest in the mortgage industry LIVE from Newport Beach, CA at the Insellerate Experience Summit. Hear from industry experts, top originators and leading technology providers who are moving the industry forward and creating customers for life. In this episode we speak with Nick Rutherford Atlantic Coast Mortgage, Mark Foley Homestead Funding, and Shane & Jacob of JFQ Lending. Don't miss this incredibly insightful and informative in-person episode of the Fintech Hunting podcast.
Welcome to a new episode of the Fintech Hunting Podcast. In this special In-Person episode we speak with some of the best and brightest in the mortgage industry LIVE from Newport Beach, CA at the Insellerate Experience Summit. Hear from industry experts, top originators and leading technology providers who are moving the industry forward and creating customers for life. In this episode we speak with Shah Tehrany Madison Mortgage, Kevin Smith Ladera Lending, Andrew Mears Bank of England, and Tim Nguyen of BeSmartee. Don't miss this incredibly insightful and informative in-person episode of the Fintech Hunting podcast.
Welcome to a new episode of the Fintech Hunting Podcast. In this episode we discuss cybersecurity, ransomware, the recent attack that sidelines Cloudstar, it's impact on the financial services business, steps that companies can take to protect themselves to prevent these attacks, what to do to restore your business if an attack happens and so much more with Bruce Phillips, CISSP, SVP & Chief Information Security Officer at west, A WFG Company.
He is an expert in information security and cybersecurity in financial services. He has over 30 years of experience in the financial services, insurance, title and escrow, real estate, healthcare and defense industries. His key areas of expertise include data protection, risk management, cybersecurity and technology.
Welcome to a new episode of the Fintech Hunting podcast. We have a very special guest for you today. In this episode we discuss, the shift to purchase market, Technology trends, the Transition to LIVE events, Challenges facing lenders, What does the rest of 2021 and 2022 look like for lenders, Technologies role and so much more. Please help me welcome Eric Kujula, Director of Product Marketing ICE Mortgage Technology.
He is working to improve the way mortgage lenders process loans.
We have a very special guest for you today. In this episode we discuss cyber security in financial services, current threats, what real estate agents and lenders can do to protect themselves, the importance of planning, on-going training and so much more with the amazingly Tobi Libbra Director of Cyber Security Awareness IL Group.She has a wealth of real estate and mortgage finance experience and is a cyber security expert.
Tobi Libbra, cyRM is the Regional Vice President of Business Development and Director of Cyber Security Insurance & Awareness for IL Group. Tobi also serves as an Associate Broker for IL Group Real Estate. Tobi holds certification in Cyber Insurance & Risk Management along with a Real Estate Broker’s license in multiple states for over 17 years, owning her own Real Estate Brokerage for 13 of those years. Tobi is one of the few people to have management roles in both sides of the industry working closing with Realtors and Originators along with mortgage industry executives and operations in protecting both their companies and portfolios.
We have a very special guest for you today on this episode of the Fintech Hunting Podcast where we discuss her background and expertise in mortgage lending, some of the main challenges lenders are facing today, what is technologies role in addressing those challenges, keys to greater user and borrower adoption, successful technology implementations, why she chose BlackFin and so much more.
Please help me welcome special guest Cecilia Janson Partner & Chief Delivery Officer at BlackFin Group. She has a wealth of mortgage industry experience and expertise in mortgage operations and development. She is lean Six Sigma Black Belt, Certified Corporate Trainer and Certified Mortgage Banker.
We have an amazing guest for you today on this episode of the Fintech Hunting Podcast where we discuss digital mortgages, MSR's, Technologies impact on the mortgage industry, the importance of customer loyalty, coaching and mentoring and so much more with the phenomenal Ruth Lee, CMB and Founder of Big Think.
She is a seasoned mortgage executive with 24+ years of sales leadership and lending experience in the mortgage services sector. Recognized for demonstrating a natural aptitude for refining operations, as well as for client relations and building channels, has a verifiable history of contributing directly to company growth and expansion throughout her career. Highly sought after speaker and author.
Professional focal points include retail, wholesale, correspondent investing, warehouse lending, servicing, market analysis, technology solutions, and project management. Delivering superior administration on the latter areas of expertise requires utilization of effective communication skills, negotiation skills, as well as business acumen, public speaking, direct leadership, project management, and resource management to support efficiency and maximum returns.
Colleagues describe her as a progressive, driven, down-to-earth, technical and managerial expert who can be relied on to offer superior solutions that deliver profitable results on time and under budget.
We have an incredible guest for you today on this episode of the Fintech Hunting Podcast where we discuss how this individual transitioned from Life Insurance to the mortgage industry, what it means to be a brand ambassador, what makes EPM special and unique, how he leveraged technology during the pandemic to build and foster relationships, what the model for going back into the office looks like, the advantages and challenges of doing so, how to build a great corporate culture and so much more with the amazing Frank Ferrans Brand Ambassador at Equity Prime Mortgage LLC, (EPM).
Frank is an experienced Sales Recruiter with a demonstrated history of working in the financial services industry. Skilled in Sales, U.S. VA Loans, Mortgage Underwriting, Refinance, and U.S. Department of Agriculture (USDA). Strong sales professional with an Associate's degree focused in Business/Managerial Economics from Queensborough Community College who has a wealth of knowledge and experience in the mortgage industry.
We have an amazing guest for you today, a Results-driven executive with over four decades of leadership and management experience in Mortgage Banking with companies like Bank of America, CitiMortgage, Countrywide, Nationastar Mortgage, MetLife, Streans Lending, Planet Home Loans and now Kind Lending.
She is an industry heavy hitter- she has been named a Housing Wire Vanguard, a NEXT Powerhouse Award recipient, a Women of Influence, named one of The Most Powerful Women in Fintech, an MPA Elite Women award winner, a Most Powerful and Influential Women and Women of Influence
The amazing Suzy Lindblom, Chief Operating Officer at Kind Lending. In this episode we discuss:
· With decades of experience in the mortgage industry how has mortgage lending changed and evolved?
· What has technology’s role been in that evolution?
· What are some of the biggest challenges facing lenders today?
· How do you find the right balance between people resources and technology?
· What are things lenders can be doing to lower the cost of originating a loan?
· What do you see in store for the industry for the remainder of 2021 and the beginning of 2022?
· What is your view on the importance of coaching and mentorship and the impact it has had on your career?
· Tell Why did you select Kind Lending?
· What is your vision for Kind Lending moving forward?
Don't miss this timely and insightful episode of the Fintech Hunting Podcast where we discuss her start in financial services, the power of Fintech, how COVID accelerated adoption of digital mortgage technology, what lenders need to do to enhance the borrower experience, the "Amazon Effect", industry trends, different valuation models, an upcoming webinar and so much more with the amazing Sara Nakae, VP of Sales & Business Development at FirstClose.
Sara has over 16 years of experience in FinTech serving the financial services sector in realtor and agency marketing for banks and credit unions, and extensive experience in the mortgage industry working with banks, credit unions and mortgage companies to deliver award-winning technology solutions and services. She has been a keynote presenter at leading industry events and conferences discussing FinTech and its impact on lenders businesses. Sara has deep industry knowledge in the financial digital space.
Recently, Nakae launched and brought to market FirstClose Digital Lending Platform (DLP) which is a home equity point-of-sale tool and application management system fully integrated FirstClose ONE. Specific to home equity lending, lenders can drive prospective borrowers to the application portal where the borrower is able to obtain instant information regarding the equity in their home anytime, anywhere. In addition to providing real-time equity results, DLP can complete a full home equity application and obtain a credit decision in real time directly from the FirstClose ONE platform.
This is one episode that you do not want to miss. We have an actual rocket scientist join the Fintech Hunting Podcast who has a wealth of financial services expertise discuss pain points in the mortgage industry, how to leverage technology to drive down the cost of manufacturing a loan, data quality & integrity, expert learning, how the combination of those actually improve borrower satisfaction scores and so much more with the extremely insightful Tom Showalter, Founder & CEO Candor Technologies.
His focus has been on the financial services space with a special focus on credit card and mortgage industries, both in the primary and the secondary markets.
Tom has held a variety of key executive experiences holding positions as CEO, C-Level Executive, SVP and VP - across a variety of nationally known firms: Digital Risk, Core Logic, First American, Loan Performance, Experian and several boutique data and analytics firms.
Included in his background is a tour at NASA, where he developed a variety of aerospace technologies for use in civilian and military aircraft, as well as the former Space Shuttle program.
Don't Miss this powerful and insightful episode of the Fintech Hunting Podcast where we discuss Non-agency lending, current conditions in the mortgage marketplace, what is LoanNEX, why non-agency is so important in today's market, predictions for the rest of 2021 and so much more with the incredible Eloise Schmitz, Co-founder & CEO of LoanNEX.
Eloise Schmitz is the CEO and Co-Founder of LoanNEX, a B2B mortgage technology platform connecting residential mortgage originators and investors. Schmitz is an accomplished senior executive with experience in finance, strategy, and corporate finance. Eloise has over 23 years of experience in corporate finance including 11 years in corporate banking and 12 years with Charter Communications (a Fortune 500 company) where she served CFO. Prior to Charter, Eloise had a successful banking career in corporate and commercial banking with Mercantile Bank (now US Bank) and First Union in Charlotte (now Wells Fargo).
Eloise holds a BSM degree with a major in Finance from Tulane University.
JUST RELEASED- You don't want to miss this dynamic and insightful episode of the Fintech Hunting podcast where we discuss the changing mortgage environment, the need for loan officers to pivot, the importance of coaching, how everyone can benefit from coaching, a mortgage industry event that you don't want to miss (even exclusive discount codes for listeners of the Fintech Hunting Podcast) and so much more with the amazing Christine Beckwith, President & COO at 20/20 Vision for Success Coaching.
Christine is an Award Winning Mortgage Industry Executive Sales Leader. 'NAWRB “Best Woman Owned Business in Banking”, “Most Powerful Women in Banking 2019”. "Most Connected Mortgage Pro" 2018 & 2019- NMP Magazine. News Anchor, Mortgage News Network. Best Selling Author. Sought after public speaker. Writer & Public Columnist. President, COO & Master Coach of 20/20 Vision for Success Coaching. Mother. and Happy human.
NEW EPISODE- Join us for the new and insightful episode of the Fintech Hunting podcast where we discuss the financial services industry, current state of the mortgage market, Fintech in the form of AI, RPA, BI, technologies role in reducing the cost to originate, the importance of leveraging a tech partner, what to look for in that partner and where the industry is headed with special guest Matt Slonaker CEO M. Allen & Sales Advisor at Awesome Technologies Inc.
Matt is an accomplished Sales and Finance Leader with over 20 years of executive level success. Offers unmatched tactical planning skills in a diverse variety of environments, which include: start-ups, turnarounds, and well-established businesses. Expert communicator and pacesetter, drives sales revenue growth during challenging business environments. Attracts and develops top-tier talent. Builds personal relationships with clients and co-workers, which is the springboard for motivating high-performance and success. Executive experience in managing revenue growth, business operations and business intelligence/information management systems. Husband of 27+ years to Christine and a father to Sailor Ashley who is attending University of Colorado Boulder.
JUST RELEASED- Join us for this incredibly insightful episode of the Fintech Hunting Podcast where we discuss the current state of the mortgage industry, the importance of financial well being, technologies role in assisting with that well being, what's new at FinLocker, Innovation, Lending priorities and a new Fintech Podcast with the amazing Brian Vieaux, CMB President & COO at FinLocker.
Brian shares his wealth of knowledge and experience from working on the lender side of the business and the transition to the vendor side of the business. Don't miss his insights and expertise as he shares his years of experience in the mortgage space and the trends he is seeing in today's market.
FinLocker is a consumer-enabled financial data platform that gives lenders access to critical borrower information via a trusted 3rd party that can be used to streamline the origination and underwriting processes for mortgages and other financial products. It reduces costs, time, and risks for all participants in the loan life-cycle, while expediting the data collection, verification, and analytics processes.
DON'T MISS this powerful and timely episode of the Fintech Hunting Podcast where we discuss getting started in the mortgage industry, the shift to the purchase market, the evolution of the CRM in the mortgage industry, lessons learned from consumer direct lending, how to create customers for life, the importance of lead management, sales enablement, engagement, mortgage specific content library and data intelligence in delivering a truly memorable experience and so much more with the amazing Josh Friend, CEO Insellerate.
Josh is a seasoned entrepreneur whose impact on the mortgage industry at large is unmistakable from his early days to working at a mortgage company, to rising up the ranks, to running a mortgage company; he has helped thousands of people realize the dream of homeownership, has personally trained 1,000's of loan officers that are directly impacting hundreds of thousands of borrowers if not millions over his 21-year career. Josh now dedicates himself solely to helping other lenders be more successful through better borrower engagement. He is transforming the borrower and LO experience with his leading technology company Insellerate which enables lenders to achieve higher revenue goals while creating customers for life.
In addition, Friend is viewed as a thought leader within the mortgage and technology space and has been published numerous times in leading real estate finance publications such as Housing Wire, Tomorrow's Mortgage Executive, National Mortgage News, National Mortgage Professional, and Today's Lending Insight. He is also a recognized speaker who regularly presents at national and state mortgage association conferences. He has been a featured presenter at Lead Generation World, HW ENGAGE Marketing, CMBA Innovators Conference, Rob Chrisman Market Updates, Fintech Hunting Podcast, and the Lend, Laugh, and Eat Podcast, to name a few.
Join us for this newly released episode of the Fintech Hunting Podcast where we discuss our guests entry into the mortgage industry, his incredible insights, state of the industry, importance of leadership as we pivot to a purchase market, how companies can benefit from coaching, the release of the book "Create The Change You Want to See", helping the feed the hungry and so much more with the amazing Ski Swiatkowski, author, speaker, mortgage industry insider and performance improvement and leadership strategist.
The main thing you need to know about Ski is, he loves working with people. He especially enjoys helping them learn, grow and succeed. Perhaps that’s why he has enjoyed coaching high school lacrosse (he loves that game) and speaking to industry professionals around the country.
He carries this service philosophy into the business world and his relationships there. With a passion for personal and business growth and leadership development, you might say that he is an evangelist whose message is about discovering one’s God-given greatness and tapping into it. Working in the areas of strategy, performance improvement and especially Leadership, he aspires to bring that message to each relationship he forms.
To him, success in business and life is related to these 5 things:
• A strong vision and strategic plan to achieve that vision
• The right processes/ systems and tools to execute that plan (habits)
• The right people or organizations to partner with or get support from
• Great communication with your partners along the way
• Giving back to the world in some manner
Just Us for this new episode of the Fintech Hunting podcast where we discuss why our guest chose CreditXpert, how lenders can help prepare consumers so that they are credit ready, the importance of mission, how lenders can reduce 20% fall out from their pipelines, the role of process automation & AI, impact of low inventory, industry trends and so much more with special guest Jim Hemmer Chief Executive Officer at CreditXpert.
Jim is a high tech industry leader with track record in creating successful companies at all stages of development from start-up to Fortune 500, growing them globally to become major players in their sectors. Extensive general management/P&L experience and leading product management, product development, operations, direct and indirect sales and delivery organizations at best in class companies and in emerging markets. International experience having lived and worked abroad and leading numerous international operations.
Just Released- You don't want to miss this new episode of the Fintech Hunting podcast where we discuss how our guest go into the mortgage industry, his transition to the tech side of the business, leveraging data & analytics to build better realtor relationships, 5 star service, digital-qualification and so much more with special guest Patrick O'Brien, Founder & CEO of LenderLogix.
He uses the expertise he has gained as a career mortgage banker to oversee and lead the development of the LenderLogix suite of software products. LenderLogix leverages data and analytics help mortgage bankers identify and win relationships with real estate agents in the markets they serve. Visit www.lenderlogix.com
Don't miss this New Episode of the Fintech Hunting Podcast where we discuss current mortgage market conditions, top tech priorities for lenders, the importance of collaboration, Live vs. Digital conferences and so much more with the engaging and insightful Ashley Gravano, VP of Product Solutions at Mortgage Cadence.
She is an industry insider, highly skilled networker, a coffee Aficionado, and corporate SAWG guru.
Ashley is a results-driven and detail-oriented sales professional offering proven sales success. An experienced and skilled professional in multiple areas whose leadership, energy and high motivation serve as an example to others. Excellent networking, issue escalation/resolution and interpersonal communication skills.
DON'T MISS THIS NEW EPISODE- of the Fintech Hunting Podcast where we discuss the industry's first and only mortgage technology summit for women executives, how events have changed since COVID, how to deliver a truly remarkable customer experience, leaning into digital, the advantages of digital and expanding outreach & impact, market intel and so much more with the amazing Jeri Yoshida, Co-Founder of NEXT Mortgage Events.
She is co-founder of the industry's first and only mortgage technology summit for women executives. Each year, NEXT Mortgage Events brings together hundreds of C-suite and high ranking mortgage lending executives to exchange intel and learn what's 'NEXT' in industry technology.
Since their first event in January 2018, she is proud to say that they've helped forge hundreds of new business relationships that have resulted in millions of dollars in technology sales, salary increases and career advances.
Her background includes over 15 years of mortgage industry experience, most of which has been in public relations for mortgage lenders and their B2B product and service providers. In the past decade alone, she has helped dozens of companies achieve the visibility, image and reach that enabled them to achieve tangible goals, some of which include: Optimized EBITDA, increased market share, expanded customer bases, IPO, outside investment and acquisition.
When she is not bringing top executives together or finding ways to provide them with intel that gives them a competitive advantage, you'll likely find her traveling in Europe, playing with her dog, watching local theatre or in a kitchen ruining a perfectly good recipe.
Just Released- this insightful and timely episode of the Fintech Hunting Podcast where we discuss industry updates and trends, top tech priorities for 2021, COVID's impact on lending, upcoming industry conferences and so much more with industry expert, self professed Tech Nerd, Jim Morin Executive Vice President at Norcom Mortgage & President of the Connecticut Mortgage Bankers Association.
At Norcom Mortgage, their mission to provide lending solutions that are tailored to meet otheir clients' needs through a clear, fair, and best-in-class client experience is made possible through their core values of service, respect, and communication. The result is superior business that stands out above the crowd.
They believe every client deserves premium service, and they go above and beyond so their clients have the best experience possible. Their team is composed of experts at all levels who work efficiently and effectively to achieve results and make their clients feel supported and confident through the entire process.
CONNECTICUT MORTGAGE BANKERS ASSOCIATION INC
The CMBA is a non-profit association formed in 1984. Our membership of 700 individuals and 150 organizations supports Connecticut communities by opening doors for literally thousands of homeowners each year.
Don't Miss this powerful and insightful episode of the Fintech Hunting Podcast where we discuss the biggest things holding people back from embracing social selling, trends in social outreach in 2021, equipment and tools of the trade, the importance of putting yourself out there in a genuine way, reaching the next generation and providing them with a voice and so much more with the absolutely amazing Raquel Borras, Chief Excitement Officer, True To You Branding.
Raquel is the Queen of Goofiness ⛵️Raq the Boat YouTube Channel 📺 🦩Personal Branding Strategist 🧠 Mental Health Advocate 🎨 Artist and dear friend. She is the Chief Excitement Officer of True To You Branding. Her passion is to help you bring to life a personal brand that is “true to you”! Her expertise in social media and branding started with LinkedIn, where she studied other social media moguls and influencers. Because of her love for people and talent for audience engagement, her social media presence continues to increase very quickly. She believes that bringing valuable content, authenticity and vulnerability to your social media is the key to gaining a strong following and presence💡
👉🏼 She suffered from Clinical Depression and attempted suicide as a teenager. Because of that experience, she is now a huge Mental Health Advocate and have spoken on dozens of Podcasts about overcoming depression and being able to now thrive!💥
👉🏼 She recently started her own YouTube Channel called 'Raq the Boat' where she has candid conversations with kids of all ages! The goal is to empower these kids and have them walk away feeling special, worthy, seen and most importantly...........heard!❤️
JUST RELEASED- A candid and insightful episode of the Fintech Hunting Podcast where we discuss operational process design in the mortgage industry, bottlenecks in the manufacturing of a loan, top tech initiatives in 2021, the importance of delivering a great customer experience and so much more with the incredible Lisa Schreiber, President LSK Consultants.
The value she brings to an organization in the mortgage industry is her ability to work with executive leadership and internal teams to design and execute an implementation strategy that delivers profitable results. She enjoys and has had much success coordinating efforts to create a clear value proposition to gain adoption both internally within the company and externally with the client. Don't miss this powerful and insightful episode.
DON'T MISS this insightful and dynamic episode of the Fintech Hunting Podcast with a major announcement, in a edition to discussing where we key areas that lenders struggle with as it relates to data, technologies role, the importance of listening and telling the story to bring data to life, a and so much more with award-winning badass leader, Bi Ninja, and Digital Transformation Enthusiast, Suha Zehl, Chief Analytics Officer at EPM.
She thrives on leveraging innovation, new technologies, and business intelligence to drive digital transformation and to elevate the customers' experience - turning their dreams of owning a home into reality. She works diligently to help acknowledge "Rising Stars" in our industry.
This is one episode that you can't afford to miss. As Chief Lending Officer at PRMG Kevin shares his insights on GameStop and margin calls, market updates, local expertise, convergence of consumer direct & retail strategies, Fintech and exciting new technology being implemented (including specific shout-outs to leading innovators) and so much more.
Kevin is a thought leader, industry influencer, social media rock star, and tech evangelist who tirelessly shares his insights, and industry experiences to add value to the mortgage industry. Don't miss this timely and thought provoking special episode of Fintech Hunting.
DON"T MISS this powerful and dynamic episode of the Fintech Hunting Podcast where we discuss getting into the mortgage industry, the biggest challenges facing loan officers today, how to engage with prospective borrowers, what technology is most useful to loan officers, the power of podcasts and so much more with the amazing Erin Carvelli, Mortgage Lender at Greenway Mortgage | Shore Mortgage Team | NMLS # 205141.
Erin has spent her entire career in the mortgage industry and worked at every level from processing and underwriting to originating and managing. As the lead for the Shore Mortgage Team, she was able to leverage her knowledge and experience to provide exceptional guidance and personalized service for her clients and their agents.
Her clients say it all: Facebook, Zillow, Testimonials (Click the links below to visit the links for each)
Book a call with Erin:
https://calendly.com/erin-carvelli/20-minute-meeting
JUST RELEASED this insightful and dynamic episode of the Fintech Hunting Podcast where we discuss: the state of mortgage innovation, the shift to digital, how to best work with the media, gaining brand awareness and recognition and so much more with industry insider and mortgage technology evangelist Tony Garritano Chairman and Founder at PROGRESS in Lending Association.
PROGRESS in Lending Association was formed to enable industry participants to be more engaged and share ideas about how technology can further business strategy to give lenders a competitive edge and fix the mortgage industry. Tony is an experienced Chairperson with a demonstrated history of working in the financial services industry. Strong businessdevelopment professional skilled in Journalism, Corporate Communications, Business Development, MarketingStrategy, and Social Media.
Don't miss this insightful and dynamic episode of the Fintech Hunting Podcast where we discuss: How business has changed since the pandemic, what are the biggest challenges facing our industry today, leveraging technology in the mortgage lending space, Artificial Intelligence (AI), where our industry is heading over the next three to six months and so much more with industry icon Patrick Stone Executive Chairman & Founder, Williston Financial Group.
Patrick Stone has enjoyed a lengthy career in real estate and real estate related services, including “C-level” officer positions with three public companies and as a director on two Fortune 500 Boards. His senior executive management positions included nine years as President and COO of the nation’s largest title insurance company, Chairman and Co-CEO of a software company and CEO of a real estate data and information company.
Pat has served as Vice-Chairman of Metrocities Mortgage, a 2005 top twenty mortgage lender, and as Chairman of The Stone Group, an Austin, Texas-based tenant-rep brokerage company. He has also served on the boards of Fidelity National Financial, First American Corporation, FNIS, MicroGeneral, SKLD, World Minerals, Green Street Advisors, DigitalMap, Homegain, RedVision, and Wystein Capital.
Currently, Pat serves as Executive Chairman and Founder of Williston Financial Group, as well as on the boards of Nassau Reinsurance, Transmodus, Trysting Tree Golf Club, and Inman News, who named him one of 2013’s “100 Most Influential People in Real Estate” and one of the “Top 101 Real Estate Industry Doers” in 2015. Pat received Housing Wire’s coveted Vanguard Award in 2019, Progress in Lending’s Lending Luminary Awards in 2019 and 2020, and October Research’s annual Leadership Award in 2020.
His Philanthropic involvement has included service as Chairman of the Santa Barbara Art Museum and as a Director of the Portland Art Museum. He is a past chairman of the Oregon State University Foundation, and Co-Chair of its Billion Dollar Capital Campaign. Pat has three daughters, five grandchildren and resides in Portland, Oregon with his wife Vicki.
Breaking News on the Fintech Hunting Podcast. Don't miss this episode of the Fintech Hunting podcast where two major industry announcements are discussed, the importance of financial education and wellness, the NextGen Homebuyers report, how the pandemic is driving home ownership, technology, transparency and so much more with two highly respected mortgage industry executives, Kristin Messerli, Founder/CEO of Cultural Outreach and Brian Vieaux, CMB, President of FinLocker.
Kristin Messerli is a national speaker and founder of Cultural Outreach, helping businesses better reach and serve next gen consumers and underserved markets. After starting her business in 2013, she has worked with over 50 companies of all sizes across the U.S. and has spoken at over 100 conferences, including the Mortgage Bankers Association, the American Bar Association, and Harvard Business School. Kristin is also the Managing Editor for Mortgage Women Magazine and sits on the MBA's Diversity and Inclusion Committee. She co-authored the MBA's Compliance Toolkit for Section 342 and is published in numerous publications on the topic of diversity and millennials in housing.
Kristin holds over 13 years of experience working in multicultural business and social work. Prior to starting her business, Kristin was a social worker and community educator in the latino immigrant community. She also led teams of volunteers locally and abroad to develop sustainable business practices, and she has consulted for multinational social enterprises with the Center for Creation of Economic Wealth (CCEW). Kristin was trained by former McKinsey consultants at the University of Oklahoma, where she earned her Master of Public Administration.
Brian shares his wealth of knowledge and experience from working on the lender side of the business and the transition to the vendor side of the business. Don't miss his insights and expertise as he shares his years of experience in the mortgage space and the trends he is seeing in today's market.
FinLocker is a consumer-enabled financial data platform that gives lenders access to critical borrower information via a trusted 3rd party that can be used to streamline the origination and underwriting processes for mortgages and other financial products. It reduces costs, time, and risks for all participants in the loan life-cycle, while expediting the data collection, verification, and analytics processes.
With remote workforces becoming the norm, are your loan officers leveraging the phone in the most effective and efficient manner? Listen to this insightful episode of Fintech Hunting where we discuss using data to deliver a more timely and relevant message, gain insights into call tracking of remote employees, the use of AI, call routing and so much more. Don't miss this episode with special guest Michael Markette, President & Partner at Qortel.
Michael specializes in Call Monitoring, Analytics, Customer Recovery, Recruiting and Hiring Call Center Experts which is critical in today's environment. He began by building a call tracking solution in the garage of his Seattle home and 'who knew' it would grow into a multi faceted call analytics business leveraging machine learning.
Don't miss this insightful and timely episode of Fintech Hunting.
Don't Miss this dynamic episode of the Fintech Hunting Podcast where we discussed starting out as a Radio Station Mascot to marketing for record labels to the mortgage industry, Fan Engagement, the importance of creating powerful customer experiences in lending, the ABC's of creating SuperFans, the impact customer experience has a Long-term lending success and so much more with the amazing Brittany Hodak, Keynote Speaker, Forbes Contributor and SuperFan Extraordinaire.
Brittany Hodak is an international keynote speaker and award-winning business leader. Entrepreneur calls her an “expert at creating loyal fans for your brand,” and she is widely regarded as the “go-to source” on creating and retaining superfans.
An accomplished speaker, she has been invited to speak to audiences and organizations across the world, including American Express, WeWork, Compassion International, Sony Music, Inc., and the United Nations, just to name a few.
She is a Guinness World Record Holder who's been named to Advertising Age’s 40 Under 40 list, Inc.’s 30 Under 30 list, and Billboard’s 30 Under 30 list. She was awarded the distinction of Most Disruptive Marketing Entrepreneur at the Empact Awards at the United Nations.
Brittany has published more than 350 thought-leadership articles for a variety of national media, including regular columns for Forbes, Adweek, and Success. She has been featured on shows for ABC, CBS, FOX, NBC, CNBC, Bloomberg, Fox News, and more.
Brittany is the co-founder of The Superfan Company, a multimillion-dollar fan-engagement agency that has created successful campaigns and products for globally known brands including Walmart, Disney, Amazon, Luke Bryan, Katy Perry, the Boston Red Sox, and many more. In 2015, she was offered deals from four of the five Sharks on ABC’s Shark Tank at a valuation of more than $4 million.
DON"T MISS this powerful and insightful episode of the Fintech Hunting Podcast where we discuss the impact of mortgage industry experience when creating technology solutions, importance of lending data, the blurring of the lines between consumer direct and retail, how to engage potential borrowers, what to expect in 2021 and so much more with mortgage expert, Fintech visionary and engagement guru Josh Friend, CEO & Founder of Insellerate.
Josh Friend is Founder and CEO of Insellerate, he began his career as a loan officer and soon moved on to open six mortgage call centers. Over the past 21 years, he has grown to manage and train thousands of loan officers, processors, and marketing managers. That experience has helped him market to millions of consumers, with that experience he has dedicated himself to building software for the mortgage industry since 2004. With a keen eye for developing best-in-class sales processes, he leveraged automation & engagement software to build a better loan cycle. Combining the best from both a CRM and lead management system, Josh now enables lenders to achieve higher revenue goals with Insellerate’s award-winning CRM & Engagement Platform.
For more information on Insellerate's new product DATA IE™ visit https://attendee.gotowebinar.com/register/6639453052927872523?source=Direct
DON'T MISS this insightful episode of the Fintech Hunting Podcast where we discuss the importance of data in the mortgage industry, key data points lenders should be tracking, technologies role, building relationships and so much more with award-winning badass leader, Bi & Data Ninja, and Digital Transformation Enthusiast, Suha Zehl, Chief Analytics Officer at EPM.
She thrives on leveraging innovation, new technologies, and business intelligence to drive digital transformation and to elevate the customers' experience - turning their dreams of owning a home into reality.
DON'T MISS this exciting and dynamic episode of the Fintech Hunting Podcast where we discuss how this guest got started in social selling, key aspects of social selling in today's market, what holds so many people back from embracing social and video, the difference between personal and private and so much more with the amazing Chelsea Peitz, National Director of Social sElling at FNF, Real Estate Social Media Strategist, International Keynote speaker, coach, and best selling author.
She make the hard stuff about social media & content creation easier
Oh, wait…. You do want to read it? Ok, here ya go 👇
If you’re like Chelsea, then you might feel totally overwhelmed learning a new skill, especially one that requires the use of constantly changing technology and gulp showing your face on camera!
Feed posts, Live video and Stories, Oh My!
She graduated college before Y2K which means she didn’t grow up with social media and started her real estate career in 2001 B.F. ( ← Before Facebook)
Did she ever envision herself as a 40-something mom who uses Instagram Stories to document her daily life? Or a fully grown woman who meets her closest friends “IRL” [that’s In Real Life if you’re a parent reading this] on social media apps?
Newp.
Over the last 6 years, she has been on video EVERY. SINGLE. DAY. Which means one of two things:
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She can help you get better on video
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If you don’t see her, call someone, she has been taken
She combines old fashioned business strategies with new school technology and make learning the hard stuff about social platforms, their buttons and what to post easy to understand and execute.
New Fintech Hunting Episode Just Released
Don't miss this dynamic and interesting episode of the Fintech Hunting podcast where we discuss tennis, how we got started in the business, the importance of your online presence, what holds people back from embracing digital and social and so much more with special guest Italina Kirknis, JD Online Presence Expert and Speaker.
The Real Estate Community's Online Presence Expert & Speaker. Her passion is extending brands using more than just “outside the box thinking”. Create your own box!
As a service to her community, she teaches business training events, such as “ How to Leverage LinkedIn”, for Networking Groups, Podcasts, Real Estate Associations, Conferences, Real Estate Offices, and Lunch & Learns,
Turn Browsers into Buyers. Start getting results on LinkedIn, Facebook & Instagram.
Don't miss this insightful episode of the Fintech Hunting Podcast where we discuss how we got started in the mortgage industry, the importance of agile product development during a pandemic, remote workforces, new Fintech, some of the top tech priorities for 2021 and so much more with the incredible Corey Smith, CPO at FirstClose, Business Owner, Entrepreneur and Investor.
Since starting his first business in 1992, he has had the unique privilege of experiencing the challenges of being an entrepreneur with multiple businesses with differing business models. His experience is in executive management and leadership specializing in start-ups, turnaround businesses and high growth organizations. He has direct experience in the mortgage banking industry, commercial real estate, Internet marketing, and software design. His primary passion and focus is designing and delivering superior products to customers through technology and operations. He has worn multiple hats, as one must do with startup's and small businesses with limited resources, and have experience in all other aspects of business; including Sales, Marketing, Finance, strategic planning, risk assessment/mgmt, etc. He gravitates to mid-stage funded start-ups, as well as companies suffering from "growing pains", new technologies, new industries, companies needing rebranding or even rebooting, or anything that just sounds too fun to pass up.
Don't miss this incredible episode of the Fintech Hunting Podcast where we discuss the importance of making an impact, epic content, how to capture the attention of others, making an impact in the lives of others and so much more with the AMAZING Josh Pitts, Founder of Shred Media.
Show up. Hustle. Repeat. Every Day. Finally a community that is bringing everyone in the mortgage and real estate industry together. The industry's FIRST Attention Impact Network.Shred Media was founded to save the industry from itself. By changing the “if it's not broke don't fix it mentality” that has championed the status quo for our industry marketing for decades. Attraction, relationship, and neuro marketing are the new building blocks that companies must use to make an impact and remain relevant. We believe that who ever gets to the consumer first and keeps their attention wins. Period.
Join for this special episode of the Fintech Hunting Podcast where we discuss how we got started in the mortgage business, the current state of the Title business, COVID's impact, secret shopping in the mortgage industry, tech priorities and so much more with Jim Paolino, Founder/CEO of LodeStar and Managing Partner of Mortgage Sentinel.
Jim is responsible for managing day to day operations of the company, overseeing business development, and long-term strategic direction of LodeStar. Jim has close to a decade of experience developing software solutions specifically for the Title Insurance and Mortgage industries. Jim is considered a Subject Matter Expert on the use of technology in the Title Insurance industry. He speaks often about leveraging technology to help businesses comply with the changing regulatory landscape, improve operational efficiency and increase sales revenue.
IMPORTANT ANNOUNCEMENT Join us for this special episode of the Fintech Hunting Podcast where we discuss at risk borrowers, forbearance, the importance of contacting your servicer and how so many organizations are pulling together to make a positive impact in the mortgage industry with guests Faith Schwartz, President of Housing Finance Strategies and Dana Dillard, EVP Corporate Social Responsibility for Mr. Cooper.
Faith Schwartz is a leading housing finance expert who has played a firsthand role in shaping industry best practices and public policy during her 30-year career. As founding principal of Housing Finance Strategies, she serves marquis public and private housing finance organizations with timely industry analysis and ad-hoc consulting.
Previously, Schwartz held executive positions at CoreLogic and Freddie Mac. In 2007 she was recruited to lead HOPE NOW, an alliance formed by the Housing Policy Council and the Treasury Department. As HOPE NOW's executive director, she assembled a coalition of government agencies, lending institutions, nonprofits and trade associations to address challenges of the housing market crisis.
Schwartz has been recognized by Mortgage Banking magazine as one of its 20 Distinguished Industry Women, as a HousingWire Woman of Influence and as a recipient of Five Star Institute’s lifetime achievement award. She currently serves on the boards of FormFree, RiskSpan, Class Appraisal, FundingShield and Gateway First Bank.
Dana is a senior mortgage servicing leader with over 25 years loan administration and default experience in both bank and non-bank environments. Loan administration experience includes leading teams in escrow analysis, acquisitions, cash management and all aspects of customer relations functions. Default experience includes managing collections, imminent default, community facing loss mitigation, short sales and REO.
JUST RELEASED- this insightful episode of the Fintech Hunting Podcast where we discuss leading your company during a pandemic, remote employee engagement, compliance & QC, latest trends, conferences in 2021 and so much more with highly respected industry expert Trevor Gauthier, Chief Executive Officer at ACES Quality Management.
With over 20 years of executive experience in enterprise SaaS software solutions, Trevor has a proven track record of driving growth for tech organizations and building teams both organically and through acquisition. As Chief Executive Officer, he currently oversees all facets of the ACES Quality Management business.
Trevor’s exceptional leadership style has been battle tested through multiple mergers and acquisitions. He has relentless focus on the building of teams and mentoring success principles for individual and organization growth.
NEWLY RELEASED, this powerful and timely episode of the Fintech Hunting Podcast where we discuss the broker movement, wholesale lending priorities, how COVID has changed outreach, the importance of building relationships, state of industry conferences and so much more with the incredible Leora Ruzin CMB, SVP of Equity Prime Mortgage and Editor of Mortgage Women Magazine.
She is a proven leader in the mortgage industry, with specialized skills in the areas of: Closing, Funding, Shipping, Post-Closing, Secondary Marketing, Capital Markets, Rate Risk Analysis, Investor Relations, Operations, Underwriting, Product Development, Managing Teams Consisting of Between 2-15 Staff, System Administrator for a wide variety of mortgage related software solutions.
Advocacy and education in the mortgage industry is crucial to future success, and she has made it a point to get involved. Whether it is through the committees she serves on within the Mortgage Bankers Association, the articles she writes for Mortgage Women's Magazine and Housing Wire, or the various speaking engagements she has done, she actively keeps my finger on the pulse of the industry.
JUST RELEASED, this interesting and insightful episode of the Fintech Hunting Podcast where we discuss social selling, the importance of engagement, how selling has changed since COVID-19 and so much more with the amazing Tracy Laney, National Sales Director of Financial Services at ActiveProspect.
Tracy shares her extensive experience in financial services. She is a proficient results-oriented leader with a proven track record of over 30 years of diversified professional experience including creating new business development in previously untapped areas, developing company and non company personnel, production and operations. Exercises an entrepreneurial skill set with a passion for creating and implementing new concepts, ideas and methodologies with measurable results.
Don't Miss this New Episode of Fintech Hunting #51 where we discuss how the pandemic has changed business in the mortgage industry, some of the biggest challenges, technologies role, lender priorities for 2021 and so much more with industry insider Dan Bailey, SVP WFG Lender Services & Enterprise Solutions.
Dan Bailey runs operations for WFG’s Lender Services division and also heads the national sales team for the company’s Enterprise Solutions group. Under his leadership, WFG’s Lenders Services division has consistently ranked “world class” for customer satisfaction, regularly garnering Net Promoter Scores of 70 and above. An industry leader in his own right, Dan received HousingWire’s Insiders Award in 2019 and Progress in Lending’s Thought Leader Award in 2020. A licensed New York and Pennsylvania attorney who got his start in the settlement services industry as a compliance officer with a national title insurer, Dan later moved into operations, assuming the role of Vice President. Since then, Dan has taken positions of increasing responsibility, including key roles in the areas ofoperations, product development, sales and sales management. Dan takes great pride in building organizations focused on delivering exemplary products and services to their clients. An avid cyclist,Dan lives in Westlake Village, California with his wife and high school sweetheart Molly.
JUST RELEASED, this dynamic and insightful 50th episode of the Fintech Hunting podcast where we talk about how the mortgage business has changed in 2020, technologies impact, the importance of the borrower experience, shifts in lending, top tech priorities for lenders in 2021 and so much more with the incredible Brian Vieaux CMB, President of FinLocker. Brian shares his wealth of knowledge and experience from working on the lender side of the business and the transition to the vendor side of the business. Don't miss his insights and expertise as he shares his years of experience in the mortgage space. and the trends he is seeing in today's market.
FinLocker is a consumer-enabled financial data platform that gives lenders access to critical borrower information via a trusted 3rd party that can be used to streamline the origination and underwriting processes for mortgages and other financial products. It reduces costs, time, and risks for all participants in the loan life-cycle, while expediting the data collection, verification, and analytics processes.
Newly released, this insightful episode of the Fintech Hunting podcast where we discuss the importance of social engagement in today's lending environment, tech priorities for loan advisors, how to sell to loan advisors and so much more with the amazing Shad Hammond, Senior Loan Consultant at loanDepot. You don't want to miss the best ways to engage with a busy loan advisors. Shad is a highly experienced loan advisor and team leader that is passionate about helping bring the dream of home ownership to individuals. He understands the importance of digital in today's lending environment and shares his experience on how to best create relationships with borrowers, realtors, team members and other industry participants.
Just released, this dynamic and insightful episode of the Fintech Hunting podcast where we discuss the importance of digital experiences in financial services, how digital is accelerating due to COVID, going back to the basics, Fintech's role, key trends and so much more with the incredible Julie Lane, Marketing and Digital guru for financial services.
Julie is an accomplished digital/marketing/data driven executive who excels in a fast paced and changing environment defining, leading and driving revenue creating strategies and solutions to meet customer needs and deliver business results.
She is a passionate lifelong learner with exceptional ability to build and lead teams, make connections, solution problems, influence at all levels of management and deliver on commitments. Experience in bank, non-bank and fintech across Financial Services (B2C & B2B).
Just released, this powerful and engaging episode of the Fintech Hunting podcast where we discuss the power of social media, common roadblocks to success, how to improve engagement, the need for quality content and so much more with the extraordinary Joe Wilson, Founder of Social Coach.
Joe is an expert in sales & marketing at high growth organizations, a social guru and expert networker in the financial services space. He has extensive experience on both the lender and vendor side of the business. Don't miss Joe sharing his wealth of knowledge and experience in how to improve engagement in our digital world.
Just released, this dynamic episode of the Fintech Hunting Podcast where we talk about the current state of the mortgage industry, key trends, tech priorities for lenders, how to engage with lenders, the tech vetting process and so much more with the amazing Fobby Naghmi, EVP, National Sales Manager of First Option Mortgage and Host of Laugh, Lend and Eat podcast.
Fobby has a great deal of experience and expertise to share. He was hired as an inexperienced loan officer in 1994 and over a few years, he was able to develop a network of business partners that enjoyed working with him. That experience of building a referral network gives him an understanding to the challenges that his sales team face on a day-to-day basis. While the industry has changed, he firmly believe that the blue print remains the same to achieve success in the sales field.
One of his blessings has been the ability to build cross-cultural teams. This really challenged him to better understand individual needs, while remaining focused on the greater goal. He believe no two sales people are identical, but the path to success can be identical.
His "WHY" is knowing that every single day there is someone out there that just needs a little push in the right direction to take their career to the next level. Finding that sales person and then being allowed to give them that push provides more satisfaction to him than he ever could have imagined.
Don't miss this newly released episode of the Fintech Hunting Podcast where we discuss current market conditions, the new GSE changes, consumer direct and retail in today's market, and the announcement of industry first innovation to radically transform borrower engagement with the incredible Andrew Mears, Division Manager Bank of England and Josh Friend Founder & CEO Insellerate.
Andrew joined the Bank of England in 2018 as a Division Manager. Prior to joining Bank of England, Andrew served as Senior Vice President of Residential Lending at Congressional Bank where he co-lead the Indianapolis/Minneapolis/Atlanta based Lending Group. Prior to that, Andrew was an Executive Vice President at Ace Mortgage Funding, LLC. Prior to Ace Mortgage, Andrew was a Vice President at Wells Fargo Financial holding several senior management positions in Consumer, Retail, and Auto lending divisions.
Josh Friend is Founder and CEO of Insellerate, he began his career as a loan officer and soon moved on to open six mortgage call centers. Over the past 21 years, he has grown to manage and train thousands of loan officers, processors, and marketing managers. That experience has helped him market to millions of consumers, with that experience he has dedicated himself to building software for the mortgage industry since 2004. With a keen eye for developing best-in-class sales processes, he leveraged automation & engagement software to build a better loan cycle. Combining the best from both a CRM and lead management system, Josh now enables lenders to achieve higher revenue goals with Insellerate’s award-winning CRM & Engagement Platform.
Don't miss this newly released episode fo the Fintech Hunting Podcast where we discuss the move to the digital first world, it's impact on local realtors and loan officers, importance of staying relevant and being in the game, 100 video's in 100 days and so much more with the amazing Alec Hanson, SVP Division Manager at loandepot.
Alec has shown over his 15 year career in this business to be a dynamic leader within the mortgage industry. During his career he’s spent years in production as a nationally ranked, top 1% loan originator and organically created top producing branches for large, national lenders. Alec brings with him a drive and conviction that breeds success and enthusiasm in the people who work with him.
At loanDepot Alec’s dynamic sales leadership helps his Branches and Loan Officers experience new and higher levels of success in their lives. He leads from a position of experience while encompassing a Top Producer’s mindset.
On a personal note, Alec is an avid CrossFitter and owns his own CrossFit gym in Costa Mesa, CA. He’s never afraid to push himself and others around him to drive new results and push through old status quo’s to drive the mortgage industry to new heights.
Don't miss this newly released episode of the Fintech Hunting Podcast where we discuss trends in the industry, the current state of AI (artificial intelligence), the difference between AI and RPA, how they are currently being used in the mortgage industry and so much more with the incredibly insightful Eric Kujala, Director of Product Marketing at Ellie Mae.
He is working to improve the way mortgage lenders process loans:
Capsilon IQ is a document and data management platform that transforms the way mortgage lenders, investors and servicers do business. By automating key steps in the loan process, Capsilon IQ increases productivity, saves costs, and ensures compliance.
Reduce labor by up to 80% by automating key steps along the loan life cycle
Speed loan turn times with an optimized workflow that works the way you do
Ensure data integrity by moving quality checks to the front of the process
To learn more, send him a LinkedIn mail or use my request a demo form: http://www.capsilon.com/request-a-demo/
Don't miss this newly released episode of the Fintech Hunting Podcast where we discuss the current state of credit in the mortgage market, technologies role, tools to help LO's, and how to create borrower's for life and so much more.
Dan is a highly experienced entrepreneurial executive who has demonstrated the ability to lead multiple diverse teams of professionals to new levels of success in a variety of highly competitive industries, cutting-edge markets, and fast-paced environments. He has strong online and offline marketing, sales, client management, customer service and business qualifications with an impressive track record of exceeding expectations. Dana has more than 20 years of hands on experience in strategic planning, business development, multiple project/product management, team building, training and motivation.
Don't miss this new episode of Fintech Hunting where we discuss some of the biggest challenges LO's are facing right now, personal branding, the power of community, influence, faith and so much more, with the incredible Ana Maria Sanin, CEO of Confident Closers.
Ana Maria is the CEO- Confident Executive Officer of Confident Closers working with Women of Faith, In Real Estate to Build Influence through their Personal Brand with God-fidence. She believes in building solid, long-term relationships and the power of team-work. There’s a certain fulfillment that comes with serving others – for her, this is the pathway to real significance. Her mission is to decrease the number of women who reach the end of their lives regretting the things they never did because of their fear to fail.
Don't miss this new episode of Fintech Hunting where we discuss industry disruption, how Fintech is changing how lenders approach appraisals, humility, the launching “The Mortgage Lenders’ Guide to Working with Fintechs” , featuring Kevin Peranio, Sherry Graniano, Trip Jendron, Jason Sorochinsky, Paul Orlando and Christy Soukhamneut, and so much more.
Brian is the Co-Founder and CEO of Reggora, Forbes 30 Under 30, transforming the residential real estate appraisal process through modern automation. Reggora is the industry’s leading all-in-one appraisal software for mortgage lenders and appraisal vendors.
Don't miss this dynamic episode where we discuss world-famous BBQ, the importance of building relationships, the transition to virtual events, tech demo's and so much more with the amazing Molly Dowdy, Co-Founder of NEXT Mortgage News & Events.
Molly Dowdy is the co-founder of NEXT Mortgage Conference, the mortgage technology conference for women and the founder of Mortgage Tech Marketing. She has over 20 years of experience in marketing technology to mortgage lenders. Molly served as EVP, Marketing for valuation technology leader Mercury Network, where she oversaw communications and achieved 375% customer growth in four years. She has developed strategies for acquisitions and corporate restructuring, which include mortgage technology provider a la mode’s sale of Mercury Network to Serent Capital, Mercury Network’s growth and independent branding, and Serent Capital’s recent acquisition of Platinum Data Solutions.
Are the lines of consumer direct and retail lending blurring in today's market? What are some emerging opportunities for lenders, how important is pipeline visibility, and the use data to make more informed decisions, especially on the front end and so much more will be discussed on this episode. Join our special guest Jim Deitch, Ceo of Teraverde and Scott Payne, Ceo of SDP Solutions for this dynamic discussion. James M. Deitch has over 25 years of executive experience in the mortgage banking industry. He is co-founder and Chief Executive Officer of Teraverde. The author of three Mortgage Transformation books, two which are published by De Gruyter International. Teraverde helps mortgage bankers achieve greater profitability, streamlined operations and process improvement while staying fully compliant with regulatory requirements. Scott Payne, Ceo SDP Solutions which was born from the realization that many companies have a great sales philosophy, but waste precious time and money by managing their sales leads inefficiently. He is passionate about improving conversion rates and maximizing return on investment by eliminating wasted opportunities usually caused by an organization’s lead management systems not firing on all cylinders.
Need to change your approach to selling during COVID-19, looking to improve your "Discovery Process", want to find out what lenders are looking for when purchasing technology? then don't miss this dynamic and insightful episode with the amazing Kelli Himebaugh Director of Sales at Mortgage Builder.
She brings deep knowledge of the mortgage technology space alongside rich relationships developed over decades to her role as Director Sales for Mortgage Builder. She is a passionate, collaborative, and successful Sales Executive. I
Don't miss this episode where we discuss the evolution of POS's in the mortgage industry, what lenders should be looking for to deliver a dynamic borrower experience, reducing the cost to originate and so much more with special guest Kelcey Brown, Chief Strategy Officer, EVP and Partner at WebMax.
As the EVP and Chief Strategic Officer at WebMax, he aims to help your company grow, maximize its profits, and unleash your teams full potential. He is obsessed with customer success! As a software development company, our Internet marketing solutions boost individual productivity and corporate growth by unleashing the full potential of your sales team: maximizing lead generation and conversion, expediting the loan origination process, enhancing referral partner relationships and seamlessly integrating with mission-critical third-party applications.
Don't miss this timely and powerful episode where we discuss tips for loan officers during these super busy times, importance of mastering your communications, Geoff's new book "Disrupt of Die: How to Survive and Thrive the Digital Real Estate Shift" and so much more.
His bio includes: "As the author of Instant Referrals for Mortgage Professionals, and host of the highly acclaimed podcast Mortgage Marketing Radio; I've been helping Mortgage Originators get more clients and make more money more for over 10 years.
An Industry Insider’s Perspective
I’m one of you! I know first hand the challenges originators face in capturing business from agents because as a retail Mortgage Originator, my personal loan volume reached $37 Million after just three short years – 78% being purchase business referred by real estate agents.
Today, I help Mortgage Originators leverage the power and speed of seminars, video, Social Media and other marketing tools to reach top producing agents, break into closed offices, boost origination’s, and build deeper client relationships.
Check out the podcast at: www.MortgageMarketingRadio.com"
You will want to hear this episode where we discuss how George got into the mortgage industry, current market conditions, the impact no travel has had on developing client relationships, Fintech and much more.
George Schultz is Vice President of Client Development at Covius where he oversee's national development and advancement of key client relationships while sourcing, managing and implementing new business opportunities. He is a key contributor to the development and refinement of Company's vision and strategy.
Don't miss this powerful and informative episode where industry experts Rob Chrisman and Josh Friend give market updates, current trends in the mortgage industry, key insights, and technologies role in creating greater efficiency and engagement.
Rob Chrisman is a Capital Markets Consultant, Publisher of the highly sought after Rob Chrisman's Daily Mortgage News & Commentary, speaker, and industry expert. Josh Friend is the CEO/Founder of Insellerate. His expertise is in helping companies optimize lead opportunities by communicating with prospects when they are actively engaged in the buying process. Over the past decade he founded and developed companies that have consistently operated at 30 – 40% higher conversation rates than the national average.
What do J.Lo, Tone Loc and Hollywood have to do with building relationships and leading people in the mortgage industry? Don't miss this Intriguing and insightful episode of Fintech Hunting where Julian shares his upbringing in LA, the transition to the mortgage industry, the importance of building and fostering relationships in the mortgage industry and so much more.
Julian is a Speaker | Author | NLP Practitioner | Behavioral Coach -SNLP, CLC, CEIC
He loves to inspire and help others find their "Why" in their life. By doing this, his mission and his "Why" in life is fulfilled.
A service centric leader with expertise in multiple industries and sectors. Known for developing high performing sales, service, and training initiatives. Diverse experience in Learning & Development, management, recruiting, and consulting. Insightful ability in partnering with team members and Executive Leadership to identify and capitalize on facilitating change to support the organizational operating objectives.
Don't miss this dynamic and passionate podcast with Dalila Ramos, Business Development Manager at Planet Home Lending where we discuss the importance of building relationship vs. being transaction focused, best practices on how to engage during the pandemic, social media tips, technology and so much more.
Dalila is a relationship and brand builder with a deep mortgage industry network. Connecting people to new opportunities andmentoring future mortgage bankers. This is one episode you don't want to miss.
Don't miss this engaging and insightful podcast with Ashley Gravano, VP of Product Solutions at Mortgage Cadence where we discuss how interacting with partners and prospects has radically changed since COVID-19, the importance of engagement, social media outreach and so much more.
Ashley is a results-driven and detail-oriented sales professional offering proven sales success. An experienced and skilled professional in multiple areas whose leadership, energy and high motivation serve as an example to others. Excellent networking, issue escalation/resolution and interpersonal communication skills.
This is one powerful and dynamic episode you don't want to miss. Sue shares critical insights into the impact of COVID-19 on the mortgage industry, responding in uncertain times, the need to educate, inform and engage and three important tips at the end of the show that she gave her daughter. Don't miss these insights and so much more that Sue shared on this episode of Fintech Hunting.
Sue Woodard brings nearly 30 years of financial services and mortgage industry experience, strategic vision and leadership to her role as Chief Customer Officer – where her focus is on helping customers achieve greater productivity and long-term success.
Sue started her career at the ground level, became a top producer, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive.
In addition to having hosted a successful financial radio program and making guest appearances on CNBC, Sue has been awarded numerous industry honors, including the NMP Most Powerful Women in Mortgage Banking, the MPA HOT 100 list, the Housing Wire Vanguard Award, and the NMP Most Innovative Award. She also serves on the board of HOPE4Youth, a local non-profit working to end youth homelessness.
This is one episode that you can't afford to miss. As chief lending officer at PRMG Kevin shares his insights on COVID-19, Originator rate sheets, liquidity, FHFA, and exciting new technology being implemented during pandemic and so much more.
Kevin is a thought leader, industry influencer, tech evangelist who shares his insights, and industry experiences during this time of crisis. Don't miss this timely and thought provoking special episode of Fintech Hunting.
During the COVID-19 pandemic remote workforces are becoming the norm. Listen to this insightful episode of Fintech Hunting to hear about the power of call routing, using data to deliver a more timely and relevant message, gain insights into call tracking of remote employees and so much more. Don't miss this episode with special guest Michael Markette, President & Partner at Qortel.
Michael specializes in Call Monitoring, Analytics, Customer Recovery, Recruiting and Hiring Call Center Experts which is critical in today's environment. He began by building a call tracking solution in the garage of his Seattle home and 'who knew' it would grow into a multi faceted call analytics business leveraging machine learning.
Don't miss this insightful and highly relevant episode of Fintech Hunting.
Don't miss this powerful episode where we discuss COVID-19 and how it is impacting Lenders and Services differently, CARES Act, technologies impact, the heart of soul of the mortgage industry and so much more.
Christina Jenkins is a Partner at Sandler Law Group, a premier provider of residential mortgage document preparation and outsourced closing services, and Senior Vice President of Client Development with AsurityDocs, a Tech 100 software provider of best in class compliant mortgage loan documents.
Ms. Jenkins advises law firm clients through a broad range of mortgage banking compliance issues, assisting lenders with origination, closing, and post-closing compliance. At AsurityDocs, she is a lead advocate in coordinating internal resources for the preparation and delivery of best-in-class, client-centric product solutions and in transforming existing client relationships into deeper and more rewarding client partnerships.
Ms. Jenkins’ career in the mortgage industry began in 1996 as a mortgage file clerk and has progressed through college and law school with her gaining significant experience in the areas of compliance, residential mortgage banking, asset resolution and commercial loan originations. Before joining Sandler Law Group and AsurityDocs, Ms. Jenkins served 15+ years in private practice as mortgage banking compliance counsel nationwide and overseer of Texas document preparation.
In January of 2020, Ms. Jenkins was proud to be peer nominated and accepted induction as a Fellow of the American Bar Foundation, a global honorary society of attorneys, judges, law faculty, and legal scholars whose public and private careers have demonstrated outstanding dedication to the highest principles of the legal profession and to the welfare of their communities. Membership in the Fellows is limited to one percent of lawyers licensed to practice in each jurisdiction.
During the COVID-19 outbreak we are committed to providing timely and vital information to the finance industry. Join us for this special episode with guests Faith Schwartz, President of Housing Finance Strategies and Dana Dillard, EVP Corporate Social Responsibility for Mr. Cooper.
Faith Schwartz is a leading housing finance expert who has played a firsthand role in shaping industry best practices and public policy during her 30-year career. As founding principal of Housing Finance Strategies, she serves marquis public and private housing finance organizations with timely industry analysis and ad-hoc consulting.
Previously, Schwartz held executive positions at CoreLogic and Freddie Mac. In 2007 she was recruited to lead HOPE NOW, an alliance formed by the Housing Policy Council and the Treasury Department. As HOPE NOW's executive director, she assembled a coalition of government agencies, lending institutions, nonprofits and trade associations to address challenges of the housing market crisis.
Schwartz has been recognized by Mortgage Banking magazine as one of its 20 Distinguished Industry Women, as a HousingWire Woman of Influence and as a recipient of Five Star Institute’s lifetime achievement award. She currently serves on the boards of FormFree, RiskSpan, Class Appraisal, FundingShield and Gateway First Bank.
Dana is a senior mortgage servicing leader with over 25 years loan administration and default experience in both bank and non-bank environments. Loan administration experience includes leading teams in escrow analysis, acquisitions, cash management and all aspects of customer relations functions. Default experience includes managing collections, imminent default, community facing loss mitigation, short sales and REO.
Join Jim Deitch, Ceo of Teraverde & John Hedlund, COO of AmeriHome Mortgage discuss COVID-19 and it's impact on the mortgage industry, critical issues to restore confidence in the markets, remote workforces and much more.
James M. Deitch has over 25 years of executive experience in the mortgage banking industry. He is co-founder and Chief Executive Officer of Teraverde. The author of three Mortgage Transformation books, two which are published by De Gruyter International. Teraverde helps mortgage bankers achieve greater profitability, streamlined operations and process improvement while staying fully compliant with regulatory requirements.
John Hedlund is an experienced C-level executive, specializing in the strategic design, execution and leadership of large, diverse financial organizations. Most recently John helped found and lead Amerihome Mortgage Company into a top 5 Correspondent Lender in only 3 years.
He has successfully led numerous companies and businesses through major transformational change over the past 32 years, displaying a unique ability to drive sustainable revenue growth and cost reduction through innovation while fostering a loyal and cohesive leadership team. A decisive and energizing leader, he quickly aligns, executes and focuses employees to exceed business challenges and enhance shareholder value. He consistently demonstrates a rare combination of strategic foresight with ability to lead through complex implementations.
Joe is the SVP of Strategy and Sales combining PropTech and FinTech into One Solution at FirstClose. FirstClose is a highly respected provider of best-in-class property & borrower data intelligence and settlement services nationwide. We specialize in delivering a powerful web app and LOS plugin that is the industry’s first and only home equity and refi tool that offers everything from application to servicing (credit score, valuation, title, tax, flood, closing and recording) on one easy-to-navigate platform.
Listen to Joe's insights on the Coronavirus and it's impact on the mortgage industry, technology that can help during this crisis, new innovation and much more. Don't miss this dynamic and insightful episode.
Don't miss this timely and insightful episode of Fintech Hunting. Brian Koss is Executive Vice President of Mortgage Network, where his mission is to help mortgage sales professionals identify their strengths and empower them to achieve their goals. His 30-year career in mortgage banking began as a loan officer and has given him the depth, experience, and perspective required to effectively train hundreds of loan officers and take them from good to great.
Join Daniela (Bianchi) Bigalli, Senior Vice President Sales and Marketing at Homestead Funding Corp. - NMLS #34065 Company NMLS #3232 on this wonderfully insightful episode. She is a seasoned Vice President of Sales and Marketing with a demonstrated history of mortgage industry experience. She has been with Homestead Funding for over a decade. Over the past several years, she has worked to expand their footprint and make Homestead a household name. She is also dedicated to helping her sales team succeed and offer assistance and insight whenever she can.
Through a combination of excellent customer service, broad product offerings, and user-friendly technology, Homestead has become the largest residential mortgage lender in the Capital District of New York. They have branches throughout the eastern US, and continue to grow. Don't miss this powerful and insightful episode.
Join us for the episode of Fintech Hunting with special guest Arvin Sahakian Co-Founder EVP of Sales & Marketing at BeSmartee. BeSmartee® develops and licenses software to mortgage lenders. We are integrated with over 165 service vendors, and utilize big data, artificial intelligence, and process automation to improve the lending process. Our Mortgage POS, Home Equity POS, and TPO Submission Platform help our Clients reduce lending cycle times, reduce costs, and improve the user experience for their originators and customers. Listen to Arvin share his industry insights and experiences as botha lender and technology provider. don't miss this episode.
This special episode is coming LIVE from the NEXT conference from Dallas Texas featuring the amazing Cindy Snow of FormFree, Bryson Hammond of Roostify and Christry Moss of FormFree. Don't miss these technology executives share their insights and expertise from NEXT.
Christine is an Award Winning Mortgage Industry Executive Sales Leader. 'NAWRB “Best Woman Owned Business in Banking”, “Most Powerful Women in Banking 2019”. "Most Connected Mortgage Pro" 2018 & 2019- NMP Magazine. News Anchor, Mortgage News Network. Best Selling Author. Sought after public speaker. Writer & Public Columnist. President, COO & Master Coach of 20/20 Vision for Success Coaching. Mother. Happy human. Don't miss her incredible mortgage industry insights.
This episode of Fintech Hunting is LIVE from the NEXT Conference in Dallas, Texas featuring the amazing Sara Nakae, FirstClose, Anupreet Walia, Snapdocs, David Parrish, Snapdocs and Tracy Laney Agent Find. Don't miss this powerful tech roundtable with the latest from the NEXT conference.
Jim Morin is a EVP at Norcom Mortgage. At Norcom Mortgage, their mission to provide lending solutions that are tailored to meet their clients' needs through a clear, fair, and best-in-class client experience is made possible through their core values of service, respect, and communication. The result is superior business that stands out above the crowd.
They believe every client deserves premium service, and they go above and beyond so their clients have the best experience possible. Our team is composed of experts at all levels who work efficiently and effectively to achieve results and make our clients feel supported and confident through the entire process. Don't miss this episode where Jim a self proclaimed tech heard shares valuable insights on technology, it's impact on the borrower experience and other trends in the mortgage space.
Don't miss these powerful insights live from NEXT in Dallas, Texas featuring the amazing Faith Swartz President of Housing Finance Strategies and Casey Hughes-Wade National Business Development Manager at SimpleNexus . Each NEXT event targets a select group of decision making executives and is limited to 200 attendees, which fosters an open, welcoming environment for networking. Roughly 85-90% of lender attendees hold a title of VP or higher and approximately 85% of attendees are women.
In less than two years, NEXT has emerged as the mortgage industry’s preferred gathering point for high ranking, accomplished executives to meet, learn and exchange information.
Lisa is the SVP of Non Agency Lending at NewRez. In this episode she will share her incredible industry experience, technology insights and mortgage trends she sees in 2020. This is one episode you do not want to miss.
Kelsey is the National Business Development Manager & Growth Coach at AnnieMac. She grows mortgage teams and scales production! She is recognized as an Industry Influencer, named Mortgage Banking’s Most Powerful Women Award Winner and a Faith Driver. It this episode she shares what loan officer need to do to scale and increase production, talks technology, engagement and faith. This is one episode you do not want to miss.
Insellerate helps lenders close more loans and engage better through text, social, email, and more. Josh's expertise is in helping companies optimize lead opportunities by communicating with prospects when they are actively engaged in the buying process. Over the past decade I founded and developed companies that have consistently operated at 30 – 40% higher conversation rates than the national average. As the percent of consumers who research and purchase products and services online continues to increase at an accelerated pace, the keys to driving ROI will be efficiency and immediacy. Don't miss this insightful episode.
Leora is the Managing Editor of Mortgage Women Magazine, a Certified Mortgage Banker, and industry thought leader. She will share her extensive mortgage banking background as a lender, discuss how technology purchases are made and how lenders make those decision. Don't miss Leora's wealth of insights and tends that she see for the mortgage industry in 2020.
Brian is President of FinLocker. FinLocker is a consumer-enabled financial data platform that gives lenders access to critical borrower information via a trusted 3rd party that can be used to streamline the origination and underwriting processes for mortgages and other financial products. It reduces costs, time, and risks for all participants in the loan life-cycle, while expediting the data collection, verification, and analytics processes.
Brian shares his wealth of knowledge and experience from working on the lender side of the business and the transition to the vendor side of the business. Don't miss his insights and expertise as he shares his years of experience in the mortgage space.
Dave launched Floify in 2013, the company’s digital mortgage technology was considered groundbreaking at the time, particularly among the residential mortgage industry’s top-producing brokers and enterprise lenders. Since then, he has continued to lead Floify as the company’s CEO, which has allowed him to ensure they remain the industry’s leading mortgage point-of-sale solution. Over the last several years, he has spearheaded the development of third-party integrations with industry titans like CBC Innovis, DocMagic, LendingQB, Equifax, AFR Wholesale, and many more.
Further cementing Floify’s uniqueness and leadership in the marketplace, he facilitated the 2018 release of the world’s most sophisticated mortgage application ever conceived, which has helped catapult my company into bold and uncharted territory. Dubbed ‘Apply Now 2.0,’ his team dramatically improved the application experience via an intuitive "interview-style". Check out his unique perspective on technology and mortgage lending.
This is one episode that you do not want to miss. As chief lending officer at PRMG Kevin's shares his insights on growth, leadership and technology. Find out what it takes as a lender to get your technology in front of him and other lenders.
Eric Kujala is the Director of Industry Relations and Partnerships at Capsilon. He leads Capsilon’s efforts to drive adoption and growth of Capsilon’s digital mortgage platform through strategic industry partners. Eric is responsible for developing, implementing and managing a comprehensive, strategic partner and industry relations program. On this episode of Fintech Hunting Eric will share his industry insights and discuss the importance of back end process in the mortgage industry.
Tobi Libbra, cyRM is the Regional Vice President of Business Development and Director of Cyber Security Insurance & Awareness for IL Group. Tobi also serves as an Associate Broker for IL Group Real Estate. Tobi holds certification in Cyber Insurance & Risk Management along with a Real Estate Broker’s license in multiple states for over 17 years, owning her own Real Estate Brokerage for 13 of those years. Tobi is one of the few people to have management roles in both sides of the industry working closing with Realtors and Originators along with mortgage industry executives and operations in protecting both their companies and portfolios.
On this episode of Fintech Hunting we have special guest Ken Bartz Founder & CVO of Monster Lead Group. He shares his insights and experience to help lenders achieve explosive growth. He was once a loan officer, sales manager, mortgage executive and ultimately the owner of a mortgage company. He understands the difficulties related to mortgage originations that lenders face daily. He is grateful for the opportunity to give back; to help other mortgage professionals reach their full potential and achieve their dreams.
Sales Boomerang offers the only automated Borrower Intelligence and retention system in the mortgage industry. They help Mortgage Companies achieve Increased loan volume by providing tracking and notification software that will notify the mortgage company or bank that their customers and/or prospects are now great candidates for a loan. They have already helped their clients discover billions of dollars in missed opportunities in 2019 alone.
Raquel is a social media rock star in financial services, highly sought after speaker, talent acquisition specialist and extremely dedicated to giving back to the mortgage industry. On this episode she will share key insights, best practices, and actionable tactics to propel you forward.
James M. Deitch has over 25 years of executive experience in the mortgage banking industry. He is co-founder and Chief Executive Officer of Teraverde. The author of three Mortgage Transformation books, two which are published by De Gruyter International. Teraverde helps mortgage bankers achieve greater profitability, streamlined operations and process improvement while staying fully compliant with regulatory requirements.