Fintech FridaysJul 21, 2023
Fintech Fridays w Wendell & Parker Couch AFN
On today’s Fintech Fridays podcast, Brian Vieaux is joined by Wendell Couch, Southeast Regional Manager and Parker Couch, Producing Branch anager with American Financial Network, to share their old-school lessons and new-generation tactics for attracting, engaging and converting prospective homebuyers.
One of Parker’s tactics is financial education videos that you can check out on YouTube: https://www.youtube.com/@parkercouchloans
#mortgagemarketing #mortgagetechnology #socialmediamarketing #buildyourdtabase #leadgeneration #firsttimehomebuyers
Fintech Fridays w Sue Buswell, Michelle Young & Samantha Markwood
Prepare for the Future of Mortgage Lending:
How changing to VantageScore 4.0, FICO 10T & Bi-Merge will benefit mortgage lenders and consumers.
This episode will help mortgage lenders and originators understand how credit risk will be assessed in the future and be prepared to explain the changes to their borrowers.
#mortgagelending #mortgage #futureofcreditscoring #fico #vantagescore #creditscoring #creditscores #riskmanagement #homelending
Fintech Fridays w/ Fobby Naghmi, Founder of Simpl
On today's Fintech Fridays podcast, Brian Vieaux catches up with Fobby Naghmi, SVP with Homecomings Mortgage & Equity, who provides us with a preview of the new relationship-building CRM tool called Simpl, that he's been developing to streamline the recruiting process for multi-tasking producing managers.
Listen to Fobby's own podcast, Laugh, Lend and Eat: https://laughlendandeat.com/
#mortgagetechnology #mortgagerecruiting #relationshipbuilding #loanofficers #mortgageoriginators
Fintech Fridays w/ Alex Levi, TrustStar
Brian talks with Alex Levi
Fintech Fridays w/ Scott Groves, Consolidated Coaching
On today’s Fintech Fridays podcast, Brian Vieaux engages in a candid conversation about the state of the mortgage industry with Scott Groves, a successful Producing Branch Manager and in-house coach with Synergy One Lending.
For the past 8 years, Scott has drawn on his wealth of experience to serve as a personal coach for loan officers and a compelling motivational speaker through his company, Consolidated Coaching. To help elevate your business to new heights, Scott shares the winning tactics that loan officers are employing to generate and nurture leads in the current market.
#mortgagemarketing #mortgagetechnology #businesscoaching #leadgeneration #hightechhightouch #socialmediamarketing
Fintech Fridays w/ Eric Levin, Co-Founder Model Match
On this Fintech Friday’s podcast, Brian Vieaux talks with Eric Levin, EVP of Client Development with Model Match, a talent management software and relationship development and management platform for the financial services industry. Mortgage lenders can use the Model Match data platform to identify mortgage originators, operations, and marketing talent they want to build relationships with to scale their business. Loan officers can also use the software’s MLS research to identify real estate agents suitable for a business relationship.
Eric is also host of The Walk podcast which you can check out on YouTube: https://www.youtube.com/channel/UCtLdjKqc2GItg5BDqUeTjGA
#recruitingtechnology #mortgagetechnolofy #mortgagerecruiting #recruiting
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Fintech Fridays w/ Steve Gaenzler, SVP & Chief Innovation Officer, homegenius Real Estate
On today’s Fintech Fridays podcast, Brian Vieaux talks about real estate technology with Steve Gaenzler, SVP, Products, Data & Analytics at Radian, homegenius Real Estate, which leverages data science to create opportunities for consumers, agents, lenders, investors, and other participants in the real estate process to search, evaluate and transact residential properties. Steve shares how homegenius uses AI vision technology to increase personalization for consumers and investors. Consumers and investors can interact with the technology while searching for a home with specific features to make optical decisions to find their dream home or a new property to renovate and flip. Homeowners can use the technology to identify how to smartly renovate their home for the best ROI or get a valuation of a home they’ve already renovated before applying for a refinance and HELOC. #realestatetechnology #realestatetech #mortgagetechnology #ai #realestate #realestateinvesting #homesearch #innovation https://www.linkedin.com/in/steve-gaenzler-cfa-625859b/ https://www.linkedin.com/company/radian/ https://www.linkedin.com/company/homegenius-re/ https://www.facebook.com/homegeniusre/ https://www.facebook.com/RadianHQ https://twitter.com/homegeniusre @Homegeniusre https://twitter.com/radian_US @radian_us https://www.instagram.com/homegeniusre/ @homegenius
Fintech Fridays w/ Greg Sher, Managing Director NFM Lending
On today’s Fintech Fridays podcast, Brian Vieaux talks about social media marketing with Greg Sher, Managing Director of NFM Lending and Co-creator of NFM’s Influencer Division. Greg shares how his team of Influencer loan officers used their personal brand to attract 65,000 people in 24 months and drive their realtor relationships by consistently posting on social media. He discusses the importance of having a strategy to turn leads into loans and nurture consumers for 6, 12, 24+ months until they are ready to buy a home.
#mortgagemarketing #financialeducation #socialmedia #socialmediamarketing #videomarketing #buildyourdatabase #finedutainment #finfluencers #firsttimehomebuyers #mortgageindustry
Fintech Fridays w/ James Duncan, CMO Thrive Mortgage
On today’s Fintech Fridays podcast, Brian Vieaux talks with James Duncan, Director of Marketing with Thrive Mortgage, about connecting with Gen Z and Millennial first-time homebuyers on social media. They discuss consumer behavior trends and tactics to start using your authentic brand to consistently create engaging educational content that provides value to future homebuyers.
#MortgageMarketing #FinancialEducation #SocialMedia #BuildYourDatabase
Fintech Friday Live - Transforming Student Loan Dept into Home Buying Power
Student loan debt has become a major obstacle for many young individuals and families who dream of owning a home, with a staggering 61% of non-homeowning millennials saying that student loan repayments are delaying their ability to buy a home.As we approach the dates when student loan interest resumes (Sept 1) and payments will re-start (Oct), coupled with high mortgage rates and soaring home prices, it is evident that the impact on the mortgage and housing markets will be significant without a solution.Join Brian Vieaux on Tuesday, August 8, for an insightful discussion to explore practical solutions for assisting first-time homebuyers to reduce their student loan payments, lower their debt-to-income ratio, and increase their home buying budget with our esteemed panelists:• Catalina Kaiyoorawongs, CEO and Co-Founder of LoanSense• Scott Schang, CEO of Find My Way Home• Rodney L. Debro, Loan Officer with NEXA MortgageFurthermore, for mortgage lenders attending this session, there is an exciting opportunity to have your prospect database analyzed for free by LoanSense. Discover how many of your potential homebuyers qualify for reduced student loan payments, improved debt-to-income ratios, and an amplified home buying budget. This valuable insight can lead to higher commissions for you in just 21 days!Don't let student loan debt hold your customers back from achieving homeownership. Join us for this must-attend webinar and take the first step towards transforming student loan burdens into the power to purchase. Register today, and together, let's unlock the path to homeownership for more families.
Fintech Fridays w/ Rebel Chics Media
On today's Fintech Fridays podcast 🎙️ Brian Vieaux talks with Dana Trajcevski from Rebel Chics Media, which uses their mortgage banking experience to create custom branded compliant content for loan officers and real estate agents to educate and inspire homeownership
#mortgagemarketing #socialmedia #buildyourdatabase #RebelChicsMedia
Fintech Fridays w/ Josh Parish, VETLIFE
On this special Fintech Fridays podcast, Brian Vieaux talks with Joshua Parish, Founder of VetLife, a non-profit organization that assists veterans in connecting with the benefits they have earned through their military service.
They discuss the annual VetFest, Michigan’s largest free veteran event being held on August 12, to enable active duty, retired and veteran families to enjoy a fun social day while learning about various veteran-specific resources.
#Veterans #MilitaryVeterans #VeteranBenefits #VAloans
Fintech Fridays w/ Dan Smokoska, Loangendary Marketing
On today's Fintech Friday's podcast, Brian Vieaux talks mortgage marketing with Dan Smokoska, Founder of Loangendary Marketing, a new marketing agency focused 100% on the mortgage industry that developed from the success of Dan's Be Loangendary weekly newsletter for loan officers. They discuss the importance of putting yourself out there to build your personal and business brand and ways to develop your social media audience.
Fintech Fridays w/ Dustin Owen
On today's Fintech Friday's podcast, Brian Vieaux is turning the tables on Dustin Owen, Founder of The Loan Officer Podcast.
Dustin reveals his remarkable journey, starting from his days as a loan officer, where his passion for improving the financial literacy of his clients ignited. He transformed this dedication into a popular podcast that can be viewed on YouTube, leveraging his expertise to provide loan officers with invaluable insights and inspirational guests.
Through his new venture, TLOPonline, Dustin offers coaching, scripts, marketing ideas, and sales training to empower loan officers to establish lifelong relationships with their clients. At the core of this approach lies the vital aspect of financial education, helping loan officers become trusted financial advisors throughout their clients' lives.
#MortgageMarketing #MortgageCoaching #FinancialLiteracy #FinancialEducation
Fintech Fridays Podcast - Achieving Positive ROI on Tech Investments
Using technology to improve profitability is a proven and well-established story in most industries, and yet in home finance the reported results are mixed. Here we will present the findings of our experience with the ability of technology to deliver positive ROI because the need has never been greater. The answers to achieving and maintaining positive ROI in mortgage fintech investments have to do with context. Failure to obtain improved profitability is rarely attributable to the technical solution itself but rather to the context in which that solution is implemented. The keys are found in identifying and agreeing on the correct purpose of the solution, in engaging the appropriate people in advising on and implementing the changes that arise from the solution, and in the position the technical solution occupies in the process of producing and servicing the mortgage loan. We offer a framework for achieving positive ROI based on the purpose, the people, and the position engaged in the mortgage technology investment.
Fintech Fridays w/ Dale Larson, Co-Founder & CEO, Modex
On this week’s Fintech Fridays podcast, Brian Vieaux talks with Dale Larson, Founder & CEO of Modex, a cutting-edge mortgage data analytics marketplace focused on recruiting for mortgage lenders, banks and credit unions. They delve into the challenges mortgage lenders face when recruiting loan officers with established books of business and how leveraging Modex’s extensive data sets assists lenders to identify the most suitable loan officers to bolster production and streamline sales prospecting efforts.
Fintech Fridays w/ Katherine Campbell
On today's Fintech Fridays podcast, Brian Vieaux talks mortgage marketing with Katherine Campbell, Chief Marketing Officer with AnnieMac Home Mortgage.
They delve into the evolution of the digital mortgage application and how traditional and online mortgage marketing fueled consumer demand for a seamless experience for their entire homebuying journey.
Plus, they unlock the secrets to the winning mortgage strategy that enables loan officers to compete with big-budget lenders by combining their local expertise with a customer-first mortgage tech stack.
#mortgagemarketing #mortgagetechnology #fintech #socialmedia #buildyourdatabase #homebuyers
Fintech Fridays w/ Jimmy King, Co-Founder, BankingBridge
On this week’s Fintech Fridays podcast, Brian Vieaux talks with Jimmy King, Co-Founder of BankingBridge, a #mortgage solution that enables #mortgagelenders, #creditunions, #banks and #mortgagebrokers to easily add mortgage calculators and rate tables to their website to increase the opportunities to capture and convert website visitors. Jimmy shares tips for attracting quality prospects that are lower down the sales funnel to your website.
Fintech Fridays w/ Scott Schang, Founder, Find My Way Home
On today's Fintech Fridays #podcast, Brian Vieaux, CMB Vieaux discusses with Scott Schang, Founder of FindMyWayHome.com, the short and long-term business opportunities for loan officers who build their database. Scott shares his tips for market-proofing your business by building relationships with first-time homebuyers who are early in their homebuying journey or who've been turned down by other lenders.
Fintech Fridays w/ Jon Rutila, Chief Revenue Officer, OptiFunder
On today's Fintech Fridays #podcast, Brian Vieaux, CMB speaks with Jon Rutila, CMB, Chief Revenue Officer with OptiFunder a Warehouse Management System that revolutionizes the way originators fund loans to achieve the absolute lowest cost through full integration, patented optimization, and end-to-end automation. They discuss the savings that small to medium and large lenders can achieve by utilizing machine learning-based automation to achieve operational efficiencies.
Fintech Fridays w/ Sean Grapevine, Branch Manager, uMortgage
On today's Fintech Fridays #podcast, Sean Grapevine, an Atlanta Branch Manager with UMortgage, shares his blueprint for #success with Brian Vieaux, CMB. Sean details how he scaled his business by restructuring his team to enable each person to work to their strengths and developed a new mortgage sales model within the context of his tech stack of sales enablement tools.
#mortgage #mortgagetips #successstory
Fintech Fridays w/ Patrick O'Brien, Founder & CEO, Lender Logix
On today’s Fintech Fridays #podcast, Patrick O'Brien, Founder and CEO of LenderLogix, shares with Brian Vieaux, CMB how his early career as a mortgage originator provided the impetus to design and create digital mortgage solutions that deliver efficiencies for loan officers and real estate agents and a ⭐ ⭐⭐⭐⭐ experience for their borrowers.
Fintech Fridays w/ Brock Cassidy, VP Partnerships, Easy Knock
On today's Fintech Fridays #podcast, Brock Cassidy, VP of Partnerships with EasyKnock, discusses with Brian Vieaux, CMB how EasyKnock can help homeowners who are unable to qualify for a HELOC or refinance to access their home equity. Real estate agents can refer customers who need to sell their home before purchasing a new home. Brock also shares the criteria he uses when evaluating a potential new business partnership.
Fintech Fridays w/ Anita Padilla, CEO MegaStar Financial & CEO Take Three Technologies
On today's Fintech Fridays #podcast, Anita Padilla, President & CEO of Take Three Technologies® and MegaStar Financial Corp., shares with Brian Vieaux, CMB how she developed technology that helps lenders, their loan officers, and their operations team be more effective and efficient in their loan manufacturing and engaging with customers.
Fintech Fridays w/ Jason Frazier, EVP of Growth, Rebel IQ
On today's Fintech Fridays #podcast, Jason Frazier, EVP of Growth with leadpops.com, shares with Brian Vieaux how leadpops is evolving from a lead generation SaaS platform to capture and convert traffic to a service that also provides lenders, loan officers, mortgage brokers, and real estate agents with tools and coaching to create a larger referral sphere for revenue optimization. They also discuss how to create a connected tech stack with the right products, partners, and strategy to increase the sum of your income and optimize the customer experience.
Fintech Fridays w/ Andrew Liput, Founder & CEO, Secure Insight
On this Fintech Fridays #podcast, Brian Vieaux, CMB talks with Andrew Liput, Founder and CEO of Secure Insight, a pioneer in vendor management and wire fraud risk for mortgage lenders and consumers. They discuss how his background on the legal side of mortgage banking enabled him to identify how to provide a service that makes it easier for loan officers to vet third parties and prevent closing fraud.
#wirefraud #mortgagefraud #mortgage #mortgagelending #mortgagecompliance #vendorriskmanagement #vendorrisk #vendorcompliance #realestatefraud #attorneyfraud #titlefraud #settlementfraud
Fintech Fridays w/ Tim Wagner & Andrew Haberman, Co-Founders, Beefy
On this Fintech Fridays #podcast, Brian Vieaux, CMB talks with Tim Wagner, JD, MPH and Andrew Haberman, Co-Founders of beefy, a digital marketing agency that focuses on social media, online ads and event promotion for mortgage, real estate and technology. They explain how they’ve drawn on their corporate and mortgage marketing background to scale content to get views on different marketing channels and apply multi-tactical digital elements to increase market share and recruit for Top 1% Originators.
#mortgagemarketing #buildyourdatabase #mortgagetechnology #realestatemarketing #technology #technologymarketing #digitalmarketing #digitalmarketingagency
Fintech Fridays w/ Walt Carter, Chief Digital Officer & CIO, Homestar Financial Corporation
On today's Fintech Fridays #podcast🎙️ Brian Vieaux, CMB talks with Walter Carter, Chief Digital Officer & Chief Information Officer with Homestar Financial Corporation, on the remarkable work Walt's team is doing to supercharge their CRM capabilities, empowering loan officers to maximize their database to drive business and cultivate stronger relationships with real estate agents and builders. 🙌
📣But that's not all! 📣 Walt also shares fascinating insights from his book, "We Can't Stay Here: Becoming A Change Captain," which explores the Seven C's of Effective Change Leadership to offer invaluable guidance for individual change leaders collaborating internally and externally to deliver successful large projects. 🔖
#MortgageMarketing #CRM #DigitalTransformation #ChangeLeadership #BookRecommendation
Fintech Fridays w/ Luke Babich, CEO, Clever Real Estate
On this week's Fintech Fridays podcast 🎙️ Brian Vieaux, CMB talks with Luke Babich, CEO of Clever Real Estate, a game-changing service that benefits loan officers, real estate agents, home buyers and sellers. With Clever Real Estate, home buyers can receive up to 0.5% cash back, while sellers can learn how to interview top real estate agents on the platform who are committed to accepting a lower listing fee.
Luke explains how the platform provides added returns to loan officers and helps to protect the home buyers and sellers in their database from being referred to a mortgage competitor by the buyer's or seller's agent.
#mortgagetechnology #realestatetechnology #realestateagents #homebuyers #homesellers #buildbetterrelationships
Fintech Fridays w/ Brian Geary, Chief Commercial Officer Argyle
On a special edition of the Fintech Fridays #podcast, Brian Geary, Chief Commercial Officer with Argyle shares with Brian Vieaux, CMB how his background in banking and fintech led him to join Argyle to reduce friction and costs of verification of employment and income for lenders and empower borrowers to control their data while making the verification process easier.
#verificationservices #assetsverification #employmentverification #incomeverification
Fintech Fridays w/ Aru Anavekar, Founder & CEO, Botsplash
On this Fintech Fridays #podcast, Brian Vieaux, CMB talks with Aru Anavekar, Founder and CEO of Botsplash, a #SaaS consumer engagement platform that removes friction in multi-channel customer communications by enabling the consumer to respond via their preferred channel, and their loan officer can reply through the same channel via the platform. Aru explains how the platform has developed to send bilingual communications and distribute enterprise leads to loan officers.
Fintech Fridays w/ Elizabeth Dodson, Co-Founder, HomeZada
On this Fintech Fridays podcast🎙️ Brian Vieaux, CMB engages with Elizabeth Dodson, Co-Founder of HomeZada a cloud-based digital home management solution 🏠 💡for homeowners, insurance and mortgage organizations, home builders and real estate agents.
Elizabeth shares how her background in commercial construction project management software and managing her own properties provided the catalyst to help homeowners better manage their ✔️home maintenance, ✔️improvement projects, ✔️home inventory and ✔️finances.
#fintech #mortgagetechnology #customersforlife #homemaintenance #homebuilders #realestateagents #mortgagelenders #insurance
Fintech Fridays Podcast w/ Mo Oursler, EVP, Mortgage Career Exchange
On this special #taxday edition of the Fintech Fridays #podcast, Brian Vieaux, CMB talks with Mo Oursler, CMB®, Executive Vice President with Mortgage Career Exchange, a digital portal and engagement hub transforming the way mortgage professionals and companies connect by offering members monthly networking and recruiting events, resume and #LinkedIn coaching, and Mortgage Bankers Association courses to learn new skills.
Fintech Fridays Podcast w/ Evan Wade, CEO & Founder, Epoch OS
On this Fintech Fridays #podcast, Evan Wade, Founder of EpochOS, shares with Brian Vieaux, CMB how his banking and retail mortgage background led him to start a regional mortgage brokerage and later the national mortgage brokerage, Epoch Lending. Evan’s experience in this channel led him to recently develop the first Enterprise Resource Planning (ERP) specifically for mortgage brokers, which enables loan data and financial data to live in one software system.
#mortgagetechnology #mortgagesoftware #mortgagebrokers #businessintelligence #worksmarternotharder
Fintech Fridays w/ Sara Nakae, SVP Strategy & Partnerships, Ascendant National Title
On this Fintech Fridays #podcast, Brian Vieaux, CMB and Sara Nakae, Senior VP of Strategy & Partnerships with Cypress Ascendant Holdings, LLC. and Ascendant National Title discuss the importance of regularly evaluating your processes to uncover opportunities for efficiency and cost reduction. They also highlight the value of identifying strategic partnerships to add innovative products and services that elevate your brand and improve the customer experience, ultimately offering greater value to homebuyers.
Fintech Fridays w/ Peter Paglia, President & CRO, Cole Information
On this Fintech Fridays #podcast, Brian Vieaux, CMB talks with Peter Paglia, President and CRO of Cole Information, which provides hyperlocal business intelligence solutions for the real estate, insurance, home services, and mortgage industries. Businesses can draw on 300+ data fields and identify the right prospects with advanced filtering to enable hyperlocal direct-to-consumer campaigns to achieve highly targeted consumer engagement for new client acquisition and augment your existing customer database to build long-term client relationships.
Fintech Fridays w/ Ryan Cotter, Divisional Leader of the Mortgage Corp & Founder of Chicago Real Estate Rumble
On this special mid-week Fintech Fridays #podcast, Brian Vieaux talks with Ryan Cotter, Divisional Leader of The Mortgage Corp. Ryan shares his 4321Hack formula for helping people achieve the American Dream of creating wealth through homeownership with multi-unit properties bought with 203(k) and FHA loans.
Ryan and Brian also share their passion for fundraising for their respective boxing-related organizations that support disadvantaged youth. Ryan organizes the Chicago Real Estate Rumble, a charity boxing event with participants from the Chicago Real Estate, Lending and Construction Industries, where all proceeds benefit Mercy Home and Big Brothers Big Sisters of Metropolitan Chicago. https://bit.ly/3Ndt7Pi
Fintech Fridays w/Matt Harrick, Chief Revenue Officer, Voxtur
📣On today’s Fintech Fridays #podcast 🎙️ Brian Vieaux, CMB talks with Matt Harrick, Chief Revenue Officer with Voxtur, a real estate technology company that offers targeted data analytics to simplify tax solutions, property valuation, and settlement services throughout the lending lifecycle for investors, mortgage lenders, government agencies and mortgage servicers. 🙌
Matt explains how the data hub and workflow platforms enable loan officers to mine life-change data to identify new customers and how they can action on the data to generate revenue. 💡 He also explains how the Voxtur attorney opinion letter can save money for borrowers and be a competitive advantage for loan officers.
#mortgagetechnology #mortgagemarketing #dataanalytics #realestate
Fintech Fridays w/ Kelly Yale
On this Fintech Fridays #podcast, Brian Vieaux talks with Kelly Yale, Director of Innovation and Divisional Vice President with NEO Powered by Luminate Home Loans. Kelly shares how her background in mortgage marketing leadership enabled her to analyze and assess existing tech solutions and then identify and align new solutions to provide loan officers with a fully integrated and scalable tech stack with data intelligence that provides loan officers with a complete picture of their consumers, drive business and provide personalized customer experiences.
#mortgagemarketing #mortgagetechnology #fintech #customersforlife #dataintelligence
Fintech Fridays w/ Steve Richman
If you need a boost of energy and encouragement - who doesn’t in this market? - check out this special edition of the Fintech Fridays #podcast when Brian Vieaux, CMB has a lively conversation with Steve Richman, Presenter, Trainer & Consultant with SteveRichman.com. They talk about the importance of keeping a positive mindset to ride out the current mortgage and real estate market conditions and how to build relationships with next year’s home buyers.
#positivemindset #buildyourdatabase #buildyournetwork #mortgage #realestate
Fintech Fridays LIVE Unlocking the Power of AI to Create HomeBuyer Funnels
Scott Schang joins me to walk you through using Google Bard and ChatGPT to identify the hottest first-time buyer markets, identify their pain points and desires, and build your pipeline today with tomorrow's home buyers.
Scott will also share links to all of his slides and prompts so you can easily replicate this amazing strategy. You don't want to miss this!
Fintech Fridays with Mike Faraci, founder & CEO of Red Button Media
Mike Faraci, Founder & CEO of Red Button Media, shares with Brian Vieaux how his background in mortgage origination inspired him to begin creating educational video content for real estate and mortgage originators to connect with first-time homebuyers by promoting their team, branch, or personal brand.
Fintech Fridays featuring Doug Wilber, Denim Social
Doug Wilber, CEO of Denim Social, and Brian Vieaux discuss how loan officers can use social media to build a deeper, more meaningful and more engaging relationship over an extended period of time with the communities they serve. Doug shares how Denim Social integrates with the tech stack at financial institutions to empower loan officers to create a social strategy with compliant content that resonates with homebuyers and homeowners to attract, engage, and convert while providing operational efficiencies for already stretched mortgage marketing teams.
Fintech Friday with Jason Perkins of Bonzo
Jason Perkins, Co-Founder & President of Bonzo, shares with Brian Vieaux how his background as a mortgage originator and marketer inspired him to create Bonzo as a sales engagement platform for originators and agents to scale their voice using an omnichannel approach to building relationships. Jason discusses the company's tech development process to innovate its product with features and enhancements to increase response rates and engagement with prospective homebuyers and past borrowers.
Fintech Fridays featuring Josh Dobson, Branch Manager, BluPrint Home Loans
Josh Dobson, a Branch Manager with BluPrint Home Loans, shares with Brian Vieaux the secrets to scaling his social media accounts on Instagram, TikTok, and Facebook over the past eight months. They discuss the content that resonates with prospective homebuyers and the tech stack he uses to capture, engage, educate, and nurture the leads he acquires through social media, so he can free more time to close loans.
Fintech Fridays featuring Ally Carty of ActiveComply
On this Fintech Fridays #podcast, Ally Carty, National Account Executive with Active Comply, shares with Brian Vieaux how she's found her "why" by applying her passion for sales and social media marketing at ActiveComply to help IMBs, banks, and credit unions use social media compliantly to connect with next gen homebuyers and establish compliance guardrails for their loan officers so they can build their own brand by providing financial education. They also discuss Ally's popular video series @get2knowgenz on TikTok, in which she bridges the gap between the mortgage industry and next gen homebuyers by asking her gen z peers various financial education questions.
Fintech Friday Live - Finfluencer Strategies to Build Your Homebuyer Database
Brian Vieaux is joined by three mortgage finfluencers - Joshua Dobson (MortgageDadof3) from BluPrint Home Loans, Rebecca Richardson (The Mortgage Mentor) from UMortgage Team and Minh Nguyen from What's a Mortgage – who share their strategies for staying on top of social media trends and creating engaging content that resonates with prospective homebuyers.
Fintech Fridays w/ Jason Cave, Head of Fintech Strategy, Federal Housing Finance Agency (FHFA)
Jason Cave, Head of Fintech Strategy with the Federal Housing Finance Agency (FHFA), discusses with Brian Vieaux where technology has and has yet to make a difference in the mortgage process and how the FHFA plans to bring people across the entire mortgage ecosystem together to solve specific tech problems