Housing Wire

OCTOBER 22, 2024

Mortgage technology company Uplist has launched what it says is a killer new tool that will help loan officers automatically generate refinance options for their clients. And they can sort their book of business by highest interest rates, identifying past clients who could benefit through a quick analysis.

Tools 435

Tools Loan Officers Clients Technology 435

Housing Wire

OCTOBER 14, 2024

I often think of the term “Anti-fragile” from the book of the same name by Nassim Taleb. We need to lighten the load while also keeping pace with the level of professionalism other industries set for their clients. Strategic CRMs We can also become much more strategic in how we use our marketing materials.

Real Estate 492

Real Estate Tools Clients Buyers 492

Housing Wire

AUGUST 15, 2024

In addition to the webcast, agents can download an e-book called the “Buyer Agent Navigator.” There’s also a resource for clients to educate themselves on what to expect moving forward. It includes a white-label video and a one-page flyer for agents to send to clients. Real is continuing to host live events.

Brokerage 448

Brokerage Training Agents Clients 448

Housing Wire

MAY 19, 2023

The Detroit, Michigan-based lender sold about $20 billion in MSRs to JPMorgan Chase in April, following a decline in its servicing book in the first quarter of 2023. “We look at what we call the lifetime value of the client. The company’s unpaid principal balance reached $524.8

Mortgage 109

Mortgage Sellers Clients Marketing 109

Housing Wire

FEBRUARY 28, 2024

Dubbed Newrez Home Rewards, buyers will be matched with a real estate agent who works with Newzip and provided booking services. This “holistic approach” not only brings value to clients when they buy their home but also through the life cycle of their loan with Newrez’s customer servicing experience, the firm added. “We

Real Estate Agent 448

Real Estate Agent Real Estate Loan Officers Agents 448

Housing Wire

JULY 15, 2024

The power of strategic narratives In my book, “Amplify Your Influence”, I emphasize the importance of communication and the role it plays in leadership and influence. The messages you convey to clients, referral partners, and even yourself can significantly impact your success. An informed client is a confident client.

Loan Officers 433

Loan Officers Clients Design Tools 433

Housing Wire

DECEMBER 13, 2021

Lenders and search companies alike need to look for trusted agent partners to provide the client with the experience they deserve. All our agents have an incredible amount of accountability to each of our partners to make sure all clients have a world-class real estate experience.”. Technology plays a vital role in this.

Real Estate 448

Real Estate Real Estate Agent Agents Clients 448

Housing Wire

DECEMBER 5, 2024

From client quirks to open-house mishaps, his posts are so relatable that youll swear hes been shadowing your day-to-day. A post shared by The Agency (@theagencyre) Actionable Insights High-quality visuals can elevate your brand and attract more clients Showcase aspirational properties to capture the attention of luxury buyers 2.

Real Estate 397

Real Estate Agents Real Estate Agent Luxury Properties 397

Housing Wire

OCTOBER 10, 2024

Many of my coaching clients are eager for knowledge but often seek it in areas of personal interest rather than in areas where they most need to learn and improve. This phenomenon is explained in the book Man’s Search for Meaning , authored by Holocaust survivor Viktor E. In the book, Frankl states, “Don’t aim at success.

Real Estate 448

Real Estate Real Estate Agent Agents Clients 448

Housing Wire

DECEMBER 10, 2024

Key initiatives include monthly webinars to educate financial planners, clients and referral partners on the benefits of reverse mortgages, alongside comprehensive training programs designed to help mortgage loan originators specialize in the 55-plus market, the company said.

Lending 342

Lending Clients Training Mortgage 342

Housing Wire

SEPTEMBER 4, 2024

While rivals are looking to their servicing books to goose refi originations in the coming year, UWM has taken a different tack. Department of Veterans Affairs (VA) and Streamline Refinances through the Federal Housing Administration (FHA) and U.S. Department of Agriculture (USDA). billion in volume in the second quarter.

Government 488

Government Technology Clients Investing 488

Housing Wire

AUGUST 28, 2020

Dallas-based agent Alex Trusler, with the Trusler Group , said many of his coupled clients don’t want to share their office space. “I’ve I’ve got several clients right now that two offices are absolute requirements, or another area that you can use for a second office,” Trusler said. Across large swaths of the U.S.,

Real Estate Agent 497

Real Estate Agent Real Estate Agents Buyers 497

Housing Wire

NOVEMBER 15, 2023

Every loan on your book matters more than ever; the next lead you have is your most important. Luckily, the mortgage industry is cyclical, so let’s take a look at how you can turn a negative into a positive and grab clients’ attention through effective marketing , ultimately growing your book while others’ shrink.

Real Estate Agent 448

Real Estate Agent Marketing Mortgage Real Estate 448

Housing Wire

FEBRUARY 22, 2024

AI is being deployed across the organization to deliver industry-best client experiences, with the aim to achieve scaled growth in market share, revenue, and profitability.” The unpaid principal balance in its servicing book increased to $509 billion as of Dec. million clients and generates $1.4 billion in in Q3 2023.

Mortgage 459

Mortgage Clients Lending Business 459

Housing Wire

MAY 8, 2024

Firms are seeking ways to foster deeper, more meaningful connections with clients, which is where personalized marketing comes in. The more directly you speak to prospective or current clients—and the more time you put into understanding their wants and needs—the greater impact your marketing efforts will have.

Agents 453

Agents Marketing Clients Real Estate 453

Housing Wire

JANUARY 31, 2024

The new initiative, dubbed Refi 100, “aims to help independent mortgage brokers who work with UWM create their own refinance boom and grow their book of business,” the company said in a news release. Rocket estimates it could bring a 16% increase in client eligibility. Brokers, however, must follow some rules.

Government 476

Government Mortgage Clients Business 476

Housing Wire

SEPTEMBER 21, 2022

We’re bringing the resources of Fifth Third’s commercial bank to the mortgage industry to help our clients achieve their long-term strategic objectives,” Martin said. Our resources and focus on relationships position us to provide solutions to our clients’ most pressing business problems.”.

Lending 397

Lending Business Finance Clients 397

Housing Wire

APRIL 23, 2024

In his new role, Hutchens will oversee a top-ranked book of business in North Carolina. Everything at Guaranteed Rate is geared towards delivering a world-class client experience; the website and app are easy to navigate and built to drive business our way.

Loan Officers 448

Loan Officers Real Estate Business Brokerage 448

Housing Wire

DECEMBER 16, 2020

In a lawsuit filed last week, a mortgage brokerage claimed that one of its former loan officers stole a database containing client names and information and brought it with him to a new job at NEXA Mortgage. How to prevent wire fraud while increasing production. Presented by: FundingShield.

Mortgage 418

Mortgage Loan Officers Brokerage Clients 418

Housing Wire

OCTOBER 13, 2023

Your prospective clients need to know hat you’re a real estate agent and you’re still an active player in the field. Establishing and maintaining your visibility involves actively engaging with potential clients, networking and participating in the local real estate community. And the more potential clients will trust you.

Real Estate Agent 497

Real Estate Agent Real Estate Agents Marketing 497

Housing Wire

FEBRUARY 23, 2024

The three big pillars Rocket is betting on for profitability are AI-driven productivity, which in turn will bring increased profit; its acquisition of new clients and market share; and deep pockets for continued investment, which includes a lot of cash. These innovative solutions helped us attract new clients into the Rocket ecosystem.”

Clients 448

Clients Investing Real Estate Agent Mortgage 448

Housing Wire

NOVEMBER 2, 2023

In the fast-paced world of real estate , success hinges on the ability to connect with clients. During my time listening in, it became evident that many agents miss the mark when it comes to truly listening to their clients. From this experience, one overarching and fundamental theme emerged: the importance of listening.

Real Estate Agent 448

Real Estate Agent Real Estate Agents Clients 448

Housing Wire

SEPTEMBER 13, 2024

We’re able to hold these loans on a book for quite some time. When I think of the significance of it, if you have a client today that’s looking to purchase and they fall between these two limits, instead of getting a jumbo loan, you can now do a conventional loan.”

Government 448

Government Mortgage Finance Clients 448

Housing Wire

MARCH 21, 2024

With Redfin Next, agents are W-2 employees rather than independent contractors, and they can earn commission splits as high as 70% on leads generated through their own book of business, or up to 40% on leads generated by Redfin. In the wake of the NAR settlement, customers are telling us this is more important to them than ever before.”

Agents 448

Agents Marketing Brokerage Real Estate 448

Housing Wire

OCTOBER 25, 2024

Eventually the lender clients will get more comfortable with the product and use it earlier in the loan cycle, Petrén said, which should bring even greater cost savings. Loans sitting on the books cost a lender between $500 and $1,500 per day. Novaprime is starting with post-close quality control functions and working backwards.

Investors 434

Investors Contracts Technology Lending 434

Housing Wire

OCTOBER 18, 2023

Ketchmark also brought up Keller’s book “The Millionaire Real Estate Agent,” which discusses the ‘co-opetition’ model that has evolved among rival brokerages. In the book, Keller also mentions that each side in a real estate transaction gets an average of a 3% commission. This is simply a model for the flow of money.

Training 459

Training Agents Real Estate Real Estate Agent 459

Housing Wire

DECEMBER 29, 2023

Just like you should be wrapping up your business and closing out your books before the last day of the year, you also need to wipe the slate clean so that you can jump in and move forward with fresh goals, new clients and an uncluttered mindset.

Brokerage 448

Brokerage Real Estate Contracts Business 448

Housing Wire

FEBRUARY 15, 2024

Opportunity in the current mortgage market may be challenging to find — and that could arguably be truer for those who offer reverse mortgage products for clients. That leaves a reverse mortgage option, which would then eliminate the existing forward mortgage payment, and such clients remain key for Cullen’s business, he said.

Mortgage 435

Mortgage Clients Business Law 435

Housing Wire

OCTOBER 17, 2023

Your target client is likely a busy professional juggling personal and work responsibilities and hopping from one Open House to the next on the weekends. Finally, PropertyBase’s CRM provides a lead scoring tool, helping agents better prioritize their incoming clients.

Real Estate 476

Real Estate Real Estate Agent Agents Tools 476

Housing Wire

AUGUST 23, 2024

Integrating emerging technology with the most recent compliance and regulatory requirements keeps clients ahead of market changes and regulatory demands without sacrificing turn times or accuracy. Book a demo HERE to explore the future of appraisals with Jaro.

Appraisal 448

Appraisal Valuation Tools Technology 448

Housing Wire

OCTOBER 5, 2021

Credit Plus and UniversalCIS said their firms’ merger will result in a firm with a book of 6,500 clients, spanning banks and non-bank mortgage lenders, credit unions and mortgage brokers. Paul Ryan , the former Speaker of the House, and John Dalton, the former Navy Secretary, serve on the company’s board of directors.

Mortgage 447

Mortgage Lending Clients Investing 447

Housing Wire

MARCH 13, 2023

Your potential clients are looking for experts to guide them through what could be the most significant financial decision of their lives. While this may seem too simple of a first step for a title expert, keep in mind that your clients may be starting from ground zero. We all know nothing is based on an exact rule book.

Insurance 396

Insurance Clients Business Modernization 396

Housing Wire

SEPTEMBER 18, 2024

Perhaps the client wishes to make a purchase that isn’t in the agent’s geographical area or their wheelhouse of expertise. Instead of giving up the business, the referring agent introduces the potential client to another real estate agent who is better positioned to help them. What are the benefits of referrals? It’s a win-win!

Real Estate 468

Real Estate Real Estate Agent Agents Brokerage 468

Housing Wire

FEBRUARY 7, 2023

Clients will also benefit from access to new digital and customer relationship tools that improve every step in the lending experience, including servicing, a Guild strength for decades,” Thompson said in prepared remarks. The company has 39 active loan officers across its retail branches, according to Modex data.

Retail 397

Retail Mortgage Loan Officers Technology 397

Housing Wire

DECEMBER 8, 2020

Quicken Loans Mortgage Services is proud to partner with a diverse set of brokers, which broadens the pool of potential clients they serve together. billion in mortgages in 2020, with a servicing book valued at about $2.5 Now is the time to double down on diversity and inclusion efforts. Presented by: Quicken Loans Mortgage Solutions.

Mortgage 459

Mortgage Government Investors Finance 459

Housing Wire

NOVEMBER 8, 2021

In April, Ocwen announced it acquired the entire $14 billion book of mortgage servicing rights of Texas Capital Bank through its subsidiary PHH Mortgage. We are focused on maintaining our profitable growth momentum by expanding our addressable markets through new products and services and continued client expansion,” said Messina.

Lending 392

Lending Sellers Business Clients 392

Housing Wire

APRIL 23, 2024

The integration of Matterport to Homes.com will allow homebuyers to view properties online, helping agents to provide even more value to their clients. In the first quarter, the sales team for Homes.com generated nearly $40 million in net new bookings.

Real Estate 430

Real Estate Advertising Legal Brokerage 430