Fintech Hunting

🎙️ Join the Fintech Hunting podcast with industry thought leaders Charlie Johnson and Michael Schwartz from Nationwide Property and Appraisal Services! In this episode, you'll discover valuable insights into the fintech and appraisal industry, their innovative solutions for appraisers, and the power of nurturing relationships. Don't miss it on various platforms, including YouTube, Spotify, Apple Podcasts and more. Meet them in person at NLE and MBA Annual to continue building those valuable connections. Stay tuned for a fascinating journey into the world of appraisals and beyond! 🏦📊💼 #FintechHuntingPodcast #Appraisals #Relationships #Innovation

🎙️ Tune in to the FinTech Hunting Podcast for an engaging and insightful conversation with industry thought leader Jason Smith. Join us as we dive into the world of technology and sales, exploring the untapped potential of financial services and tech synergy.

Discover how technology can revolutionize the mortgage industry, making processes more efficient and customer-centric. Jason shares his 22 years of experience, from handwritten 10-03s to embracing cutting-edge technology solutions. You'll hear about the untapped potential of e-closings and the transformative power of machine learning and AI.

But the podcast isn't just about tech; it's about sales strategies, too. Jason provides invaluable advice on how to break through the status quo, offering insights into effective prospecting and targeting. Learn how to engage potential clients by starting with "why" and asking the right questions to uncover their pain points and provide solutions.

Jason's wisdom extends to the art of discovery. Discover how to ask insightful questions that go beyond surface-level responses, truly understanding your client's needs. And don't shy away from embracing digital tools like social media and video. They're not just trends but powerful tools for building connections and delivering value.

Don't miss this episode; it's a treasure trove of knowledge, experience, and practical advice to benefit anyone in the financial technology and sales space. Join us on the FinTech Hunting Podcast and level up your understanding of the industry today! 🚀

Welcome back to the FinTech Hunting Podcast! Our guest today is a true industry luminary, Josh Friend, CEO and founder of Insellerate. Josh is known for his visionary leadership, having won the Vanguard award and being one of the most connected figures in the mortgage industry. Join us as we dive into the latest trends and innovations that mortgage professionals can't afford to miss.

In this episode, we explore:

• The importance of efficiency in reducing origination costs and increasing profitability.
• The power of innovation in streamlining operations and staying competitive.
• Insellerate’s commitment to providing practical solutions for lenders, big and small.
• Exciting updates coming to the platform, including a new user interface and the game-changing "Golden Record" feature.
• The enduring strength of the mortgage industry and the opportunities it presents for those who adapt and innovate.

Stay tuned as we unpack the future of mortgage technology and how you can leverage it for success. Whether you're a seasoned executive or a loan officer looking to level up, this episode is your gateway to staying at the forefront of the industry. Don't miss it!

For more information and to connect with Josh and the Insellerate team, visit insellerate.com.com or reach out on LinkedIn.

Stay tuned for the upcoming MBA Annual event, where you can meet the Insellerate team in person and explore their latest innovations.

Thank you for joining us on this exciting journey through the world of fintech and mortgage innovation. If you enjoy the podcast, please like, share, and subscribe.

🎙️ Episode Description: "Revolutionizing Mortgage Technology with Rapidio"

Welcome to the Fintech Hunting Podcast! Our guest today, Bridget Trevino, Vice President of Sales at Rapidio, brings two decades of financial services expertise to the table. In this episode, she shares insights into the challenging mortgage technology landscape and where lenders should focus for cost savings.

Rapidio, a new player in the U.S. market with ten years of European experience, introduces a unique component-based system. It empowers underwriters by allowing them to select and pay only for the components they need, putting them in control.

But the real game-changer? Rapidio doesn't charge for data extraction and document classification. They believe lenders should own their data without added fees. This approach is transforming the industry, making lenders more efficient and cost-effective.

Discover how Rapidio is reshaping the future of mortgage technology and empowering underwriters. Tune in to stay ahead in this evolving landscape!

🎙️ Unleash Innovation with Silverworks Solutions: A FinTech Hunting Podcast Episode

🔥 Join us for a captivating episode of the FinTech Hunting Podcast as we sit down with Michael Kaysen, Founder and CEO of Silverworks Solutions. Dive into two decades of mortgage and FinTech wisdom as Kaysen unveils the power of bots, AI, and machine learning in revolutionizing financial operations.

💡 Explore the impact of technology on cost reduction and resource allocation, setting the stage for sustainable growth. Discover how Silverworks Solutions is crafting a brilliantly human future, where seamless collaboration between humans and bots transforms the industry.

🌐 Ready to reshape your understanding of FinTech's potential? Tune in now! 🎧

Ladies and gentlemen, welcome to an extraordinary episode of the Fintech Hunting Podcast. Brace yourselves for an electrifying conversation that delves into the future of finance. Today, we have a remarkable guest with us, none other than Ally Carty, the Gen Z Guru and National Account Executive at ActiveComply. A trailblazer in the financial industry, Ally's insights will reshape your perspective on Gen Z borrowers and the ever-evolving landscape of financial technology.

In this captivating episode, Ally takes us on a journey of discovery, revealing how Gen Z's unique needs and aspirations are reshaping the industry. Buckle up as she unveils the power of social media as a bridge between lenders and the new generation of borrowers. Prepare to be astonished as Ally explores the untapped potential of platforms like TikTok and Instagram, showcasing how authentic, bite-sized content can revolutionize customer engagement.

Join us as Ally recounts her own adventures, sharing how social media transformed her European vacation planning and igniting a revelation that has profound implications for the financial world. Get ready to rethink your approach as Ally uncovers the secrets to creating content that educates, entertains, and empowers Gen Z consumers to make informed financial decisions.

Michael's insightful questions and Ally's candid responses make this episode an unmissable journey into the future of finance and the power of Gen Z's perspective. Don't just listen; absorb, reflect, and revolutionize your financial approach. This episode of the Fintech Hunting Podcast with Ally Carty is your ticket to staying ahead in the dynamic world of fintech. Tune in now, and be prepared to be amazed.

Join us for an electrifying episode of the Fintech Hunting Podcast featuring the dynamic and insightful Dalila Ramos. As the host of Taco Tuesday and a recruiting efficiency guru, Dalila brings her A-game to discuss the latest trends in the mortgage industry, the power of video engagement, and the need for a strong brand presence at conferences. She highlights authenticity's crucial role, relationship-focused marketing's value, and consistency's importance in content creation. Whether you're a mortgage lender, loan officer, or technology vendor, this episode is a must-listen for those looking to navigate the ever-evolving world of finance and technology. Tune in and prepare to be inspired, motivated, and equipped to excel in fintech. Subscribe now and stay ahead of the curve!

Get ready for an electrifying edition of the FinTech Hunting podcast, broadcasting live from Novi, Michigan! Our special guest, the legendary Eric Kujula, an industry trailblazer and tech genius, has just been crowned the housing wire marketing aficionado. Brace yourself for an action-packed conversation as Eric reunites with our charismatic host, Michael Hammond, who reminisces about their first lunch where the FinTech Hunting podcast was born. Delve into the world of cutting-edge technology as Eric reveals how lenders embrace innovation to reduce costs, optimize lead management, and seize new opportunities. This heartwarming episode will leave you inspired and equipped to conquer the FinTech world. Don't miss out on the magic, as Eric Kujula rocks the FinTech Hunting podcast!

Ladies and gentlemen, prepare for an exhilarating FinTech Hunting podcast episode! Join host Michael as he welcomes Fobby Naghmi, the senior vice president of Homecoming Mortgage and an industry thought leader. Fobby is known for his incredible insights and a successful podcast, Laugh Lend Eat. In this episode, Fobby shares his observations on the tough housing market and offers valuable strategies to stay ahead as a lender. He dives into innovative campaigns, such as leveraging non-QM products and home equity cash-out refinancing, to attract builders and borrowers alike. Fobby also highlights the importance of recruiting top talent and how technology, like the Simple CRM platform, plays a crucial role in fostering relationships and boosting efficiency. Discover how Fobby's team utilizes AI-powered chat GPT tools to enhance communication and gain a competitive edge. With his wealth of knowledge and practical advice, Fobby Naghmi, is a guest you don't want to miss. Tune in now and unlock the secrets to success in the ever-evolving world of fintech and mortgage lending!

Ladies and gentlemen welcome to a dynamic and interesting episode of the Fintech Hunting Podcast! In this episode, we have a special guest, Jim Deitch CMB, co-founder and CEO of Teraverde, who is not only an industry thought leader and tech innovator but also an expert in lending profitability with significant financial services expertise.

The conversation discusses to the rising costs of loan origination, a challenge that lenders are grappling with. Jim explains that the industry still hasn't right-sized its workforce or optimized operational and origination processes. 

Michael and Jim discuss the importance of understanding each loan and employee's cost structure and profitability and how technology can be leveraged to alleviate rising costs and increase efficiency.

The episode concludes with Jim's call to action for lenders to drive their business forward by focusing on cost reduction, efficiency, and delivering a better customer experience. He emphasizes that looking ahead and embracing change is crucial for long-term success and that the low-cost producers will be the winners in the industry.

Tune in now to stay ahead of the curve in the ever-evolving world of lending!

Welcome to the FinTech Hunting Podcast, where we bring you the latest insights and trends in the financial technology industry. In this episode, we have a special guest, Alayna Gardner, Lodestar's director of sales and marketing. She is making waves in the mortgage industry with her innovative ideas and fresh perspective. Join host Michael Hammond as he dives into a captivating conversation with Alayna, where they discuss the challenges lenders face in today's market and the importance of leveraging digital and live events. Alayna shares her secrets on creating memorable experiences on a budget, offering practical tips to engage clients and build lasting connections. Don't miss this opportunity to gain valuable insights from a rising star in the industry. Subscribe to the podcast now to stay updated with the latest episodes and never miss a beat.

Ladies and gentlemen welcome to a new Fintech Hunting Podcast episode hosted by the charismatic Michael Hammond. Get ready for an incredible conversation with an industry thought leader, a certified mortgage banker, and a force to be reckoned with. Join us as we welcome Ruth Lee, the founder, and CEO of Big Think, who is a dear friend and a passionate coach and advocate for process improvement and executive leadership. In this episode, Michael and Ruth dive deep into the pressing issues and pain points lenders face today. They explore the transformative power of AI and its impact on the mortgage industry. Discover how AI, like ChatGPT, can boost productivity and personalization while debunking the myths and fears surrounding its capabilities. With Ruth's wealth of experience and Michael's engaging style, this heartfelt conversation will inspire you to embrace the opportunities that lie ahead. Tune in now to this dynamic and engaging episode of the Fintech Hunting Podcast.

Welcome to a captivating episode of the FinTech Hunting Podcast, where we have a special guest who is not only a technology evangelist and industry thought leader but also deeply passionate about helping homeowners. In this episode, we are thrilled to introduce Dustin Gray, the CEO and co-founder of Milestones Labs.

Dustin's journey began unexpectedly 28 years ago in the real estate and mortgage business as a high school student. Since then, his career has flourished, and he has become a driving force in the industry. Throughout his entrepreneurial endeavors, he has witnessed the challenges faced by homeowners and recognized the need for a more streamlined and seamless interaction.

Imagine the excitement of becoming a homeowner, followed by the realization of the countless complexities that come with it. Dustin understands firsthand the challenges homeowners encounter, especially in today's fast-paced market. From maintaining and improving their property to making critical decisions about renovations or future investments, homeowners face a maze of personal and financial considerations.

During this episode, Dustin shares his personal experiences, including purchasing a home sight unseen and embarking on a complete renovation. He reveals the challenges he and his family faced and the various decisions they had to navigate. From finding trustworthy professionals to accessing funds and managing unexpected issues, their journey exemplifies the overwhelming nature of homeownership.

The conversation takes a compelling turn as Dustin delves into the genesis of Milestones Labs. Originally focused on revolutionizing the real estate transaction process, the company realized the need to address the long-term relationship between homeowners and their trusted advisors. They recognized that the journey of homeownership is not merely a one-time transaction but rather an ongoing, decade-long experience.

Milestones Labs set out to bridge this gap by creating a digital Swiss Army knife of homeownership, enabling homeowners to stay connected with their trusted advisors throughout the entire 10-year journey. By leveraging the expertise, local market knowledge, and personal networks of professionals, Milestones Labs aims to provide homeowners with a continuous support system. Whether it's obtaining advice, seeking assistance, or exploring new opportunities, homeowners can rely on their trusted advisors to guide them every step of the way.

Join us in this captivating episode as Dustin Gray shares his insights, experiences, and the innovative vision behind Milestones Labs. Discover how this groundbreaking platform transforms the traditional transaction-based approach into a lifelong partnership, revolutionizing the way homeowners navigate the challenges of homeownership.

Tune in now and embark on a transformative journey to revolutionize the way we perceive and navigate homeownership. This episode promises to be a heartfelt, informative, and engaging discussion that will empower you to make informed decisions and forge lasting connections in the world of real estate and mortgage. Don't miss out on this opportunity to gain valuable insights from one of the industry's brightest minds. Listen to the FinTech Hunting Podcast now!

Welcome to the FinTech Hunting Podcast, where we bring you the latest insights and innovations in the world of financial technology. In this episode, we have a special guest, Chad Karol, a technology evangelist and valuation expert who recently joined Nationwide Property and Appraisal Services as the Senior Vice President. Chad brings a wealth of knowledge and expertise to the table, with 16 years of experience in the alternative valuation space and overseeing close to 2 million transactions.

In our conversation, Chad discusses the challenges faced by the industry, such as the shortage of appraisers and the need for faster turnaround times. He highlights the benefits of alternative valuation models, particularly desktop appraisals, which allow appraisers to focus on analysis and valuation while data collectors gather property information. Chad emphasizes that these alternative models provide quicker turnaround times and lower costs and enable appraisers to increase their earnings by completing more volume from the comfort of their desks.

We delve into Nationwide's new offering, the Pinnacle Desktop Appraisal, which combines local appraisers' expertise with a bifurcated process involving real estate professionals for data collection. This model ensures high-quality appraisals through two rounds of quality control checks. Chad also addresses lenders' concerns about adopting alternative valuation models, encouraging open discussions to explore the advantages and address regulatory challenges.

As the market evolves, Chad envisions more lenders embracing alternative valuation products, especially with Fannie Mae and Freddie Mac onboard. He foresees a future where these products, including the Pinnacle Desktop Appraisal, become the norm for home equity and fix-and-flip loans. If you're interested in learning more about the benefits of alternative valuation models and how they can transform the industry, don't miss this engaging and insightful episode with Chad Karol.

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast.  We have an incredible guest for you today.  She is a leading originator, a system and process expert, and passionate about networking to add value to people in the mortgage industry.  Please help me welcome Cameron Watson, Senior Mortgage Loan Officer, Coastal Custom Mortgage, Inc., part of the Lariscy & Watson Mortgage Team.

In this don't miss this episode, Cameron shares tips and strategies that she has been able to use as an originator to grow her business in today's mortgage market, the power of open houses done right, what to give as a leave behind for real estate agents, how to leverage video to become a thought leader, and breaking down barriers to gain engagement and so much more. Don't miss this dynamic and insightful episode.

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast.  We have a fantastic guest for you today.  She is an industry thought leader, technology evangelist, and passionate about delivering market intelligence.  Please help me welcome Heidi Iverson, Director of Growth at Mobility Market Intelligence.

In this episode, we discuss Hiedi's extensive background in financial services, the power of leveraging data and market intelligence in today's mortgage market, industry trends, MMI, and so much more. Don't miss this insightful episode.

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast.  We have an incredible guest for you today.  She is a leading business coach, industry thought leader, and passionate about adding value to people in the mortgage industry.  Please help me welcome  Robin Lukason, Executive Business Coach and Consultant.

Don't miss this dynamic episode where we discuss the current market conditions and the importance of systems and organizational processes, technologies' role in helping lenders, the importance of relationships and how to better manage people, the power of having a coach, and so much more.

Don't miss this powerful and dynamic episode. We have an exceptional guest for you today. She is an industry trailblazer and thought leader, extremely well respected for all she does for the mortgage industry (not just in California). Please help me welcome back Susan Milazzo, CEO at California Mortgage Bankers Association.

In this episode, we discuss leading during challenging times, the CMBA's vision and foresight in helping members navigate these constantly changing mortgage market conditions, the power of information, why conferences play a critical role in navigating these times, how the CMBA has stepped up to provide member lenders with FREE admission to Innovators Conference, collaboration, technology insights, and additional events throughout the rest of 2023, and so much more.

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast.  We have a very special guest for you today.  She is a CMB, author, editor, and industry thought leader.  Please help me welcome Leora Ruzin, VP of National Sales at WRE

Leora, welcome back to the show.

·      Current industry trends.

·      Biggest challenges you see in the industry.

·      Why at this juncture, lenders should NOT cut back on marketing and advertising

·      Biggest challenges marketers face

·      The power of AI

·      Tell us about WRE and so much more.

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast.  Our next guest is a repeat guest with some of the most listened-to Fintech Hunting episodes.  He is an industry thought leader, trendsetter, Vanguard award winner, one of the most connected in the mortgage industry, technology evangelist, and automation expert, please help me welcome Josh Friend, Founder & CEO at Insellerate.🔥

🎙In this episode, we discuss:

🎙What industry trends Josh is seeing?

🎙The Total Cost of Technology Ownership.

🎙What are the factors to consider when calculating TCO?

🎙How one comprehensive platform for all lending channels- Retail, Consumer Direct, Wholesale, TPO, Reverse, Recruiting can lower the Total Cost of Ownership of your CRM. And so much more

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast.  We have an incredible guest for you today.  He is an industry powerhouse, origination expert, and leading mortgage consultant.  Please help me welcome Adam Klugh, Mortgage Consultant for Success Mortgage Partners.

·      Welcome to the show!

·      Adam, for our listeners who don’t know, tell us about your background and how you got into the mortgage industry.  Even a firefighter!

·      Current market conditions: according to the MBA, the cost to originate a loan is over 11,000, lenders are focused on cost reductions, streamlining the manufacturing of loans, etc. what are you seeing?

·      Where should LOs be focusing their attention?

·      How can technology help LO close more loans?

·      What is your advice on enhancing real estate agent outreach?

* The power of text and video to drive more business and so much more.

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast.  We have a special guest for you today.  He is an industry powerhouse, a thought leader, and a technology evangelist.  Please help me welcome Dan Bailey, SVP at WFG Lender Services.   Welcome back to the show!    Dan, let's discuss Home Equity Lending and the potential revenue stream it is creating for lenders. 1. WFG recently announced the availability of a rapid legal and vesting report as part of its DecisionPoint® Instant Title Solution suite. Can you please tell us what it is and how it helps home equity lenders?   2.      What are some of the other services WFG provides for home equity lenders?   3.      Your news release announcing the DecisionPoint Rapid Legal & Vesting Report states that WFG has provided home equity lending solutions since its founding in 2010. What are some of the things you’ve learned along the way?    4.      In what other ways is WFG helping lenders capture more home equity business, reduce origination costs and expedite the origination process?    5.      What are some key considerations lenders should consider when selecting a home equity lending solution partner?   6.      WFG uses Net Promoter Scoring to measure customer satisfaction and enhance service levels. Can you tell us about that process and how it helps WFG enhance the customer experience?    7.      Before we close, is there anything else you’d like to share with our viewers? And so much more.

In this episode, we discuss the following:

🎙Most significant challenges you see in the industry.

🎙Strategically, where should lenders be focusing their attention?

🎙What is technology’s role?

🎙Change management and user adoption.

🎙In a challenging market, how fractional CMO/CSOs can play a critical role? And so much more.

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. She is a credit and score ninja, a passionate developer of people, and an expert networker. Please help me welcome Sue Buswell, Director of Business Development at NEXT Mortgage Events.

Sue, welcome to the show.

• How did you get into the mortgage business?

• What are the Biggest challenges you see in the industry, and what aspect of credit is impacted most?

• You are doing an incredible job of consistently posting great information and video. #sueknowsthescore Why did you choose to do that?

• What is technology’s role?

• Let’s talk about industry events and the importance of meeting LIVE and so much more in this impactful episode.

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast.  We have an amazing guest for you today.  She is a Host of Taco Tuesdays, a Diversity & Inclusion Evangelist, and a brand ambassador for companies within financial services. She is passionate about helping people and companies tell their stories.  Please help me welcome Dalila Ramos.

Dalila, welcome back to the show.

·  Let’s start with your key takeaways from the ICE Experience Conference.

· The Importance of brand visibility in today's mortgage market.

-Why cutting back on marketing is not the answer.

·  The power of connection and networking, both digitally and in-person and so much more.  

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast.  We have a special guest for you today.  She is an industry powerhouse, a thought leader, an expert in origination and production operations, and a technology evangelist.  Please help me welcome Keri Rogers, SVP, Strategic Planning, Lennar Mortgage.

·  Welcome to the show!

·  Keri, for our listeners who don’t know, tells us about your background and how you got into the mortgage industry.

·  Current market conditions: according to the MBA, the cost to originate a loan is over 11,000, lenders are focused on cost reductions, streamlining the manufacturing of loans, etc. what are you seeing?

·  Where should lenders be focusing their attention?

·  How can technology address these market conditions?

·  Let’s talk about how digital workforce solutions can assist lenders in these challenging times and position them for success when the market turns.

·  Talk to me about the use of BOT and AI.

·  How has Silverwork Solutions addressed these challenges and provided a significant uplift to Lennar? and so much more.

Don't miss this powerful episode with WFG National Title Insurance Company Founder & Executive Chairman Patrick Stone as we discuss:

🎙current market conditions, 

🎙strong demand for home ownership, 

🎙creating efficiencies within the mortgage process, 

🎙the power of collaboration, 

🎙single source of information, 

🎙automated status notifications, 

🎙APIs, 

🎙customer experience, 

🎙dynamic WFG whiteboard sessions and so much more.

Ladies & gentleman welcome to a new episode of the Fitnech Hunting podcast.  We have an amazing guest for you today, she is the 👑Queen of Goofiness 🦁Bodacious Brand Strategist 🐙Marketing Manager 🎙Host of Women That Shred Show ⛵️Creator at Raq The Boat Show and dear friend.

Please help me welcome back to the show Raquel Borras Regional Branding & Marketing Manager  at New American Funding

·  How digital can enhance in-person meetings

·  What were some of your key take aways from IMB?

·  Let’s talk about the importance of building relationships online and what it does when you get to meet in person

·  What do you think holds people back from posting, doing videos and building those relationships?

·  Three best tips for getting started? and so much more.

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?

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-  CoreLogic has been in the property data business for years now and has probably dealt with millions of pieces of data. So, can you talk about how highly accurate data is essential to the economic analysis you perform?

-  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.