Fintech Hunting

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.

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.

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.

·  

·  

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?

-

-  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?

-  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?

- Increased customer loyalty

- Improved LO retention

- Improved company culture

- 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 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.  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.

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 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 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:

1. She can help you get better on video
2. 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 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.

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.