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 397

Tools Loan Officers Clients Technology 397

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 445

Brokerage Training Agents Clients 445

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 105

Mortgage Sellers Clients Marketing 105

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

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 408

Real Estate Agent Real Estate Loan Officers Agents 408

Housing Wire

JANUARY 10, 2024

John Ruhlin’s book Giftology sheds light on creating a strategic and thoughtful approach to gift-giving, offering real estate professionals a unique perspective on how to create positive impressions that last beyond the closing table and set you up for return and referral business. Add the clients’ names and the date of their closing.

Real Estate 358

Real Estate Clients Retail Client Relationships 358

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

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 426

Real Estate Real Estate Agent Agents Clients 426

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 447

Loan Officers Real Estate Business Brokerage 447

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 389

Lending Business Finance Clients 389

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 385

Real Estate Tools Clients Buyers 385

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 441

Mortgage Clients Lending Business 441

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 409

Mortgage Loan Officers Brokerage Clients 409

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 487

Real Estate Agent Real Estate Agents Marketing 487

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 414

Real Estate Agent Marketing Mortgage Real Estate 414

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

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 442

Government Mortgage Clients Business 442

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 434

Real Estate Agent Real Estate Agents Clients 434

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 344

Loan Officers Clients Design Tools 344

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 420

Government Technology Clients Investing 420

Housing Wire

JANUARY 8, 2025

“We’ve got clients calling us frantically looking for leases. And the trade-off is that they have to write some percentage of their book and business in higher (risk) wildfire zones, he explained. Giuditta has witnessed how insurance models cannot provide enough coverage to protect clients against natural disasters.

Insurance 333

Insurance Real Estate Clients Realtors 333

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 397

Clients Investing Real Estate Agent Mortgage 397

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 443

Training Agents Real Estate Real Estate Agent 443

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 405

Government Mortgage Finance Clients 405

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

JANUARY 28, 2021

According to the company’s S-1, its servicing book rose to $74 billion from $48 billion in 2019, with 307,000 mortgages being serviced. Homepoint, led by CEO Willie Newman, has taken a different approach than most of its rivals. It services all of its loans. Homepoint’s MSR multiple checked in at 2.6x

Retail 534

Retail Lending Valuation Mortgage 534

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 293

Lending Clients Training Mortgage 293

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 350

Agents Marketing Clients Real Estate 350

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 396

Agents Marketing Brokerage Real Estate 396

Housing Wire

MAY 4, 2023

Adjusted revenue exceeded the top end of our guidance, driven by healthy client demand and strong execution,” Jay Farner, CEO of Rocket Companies, said in a statement. “We now have multiple ways to acquire and engage our clients,” Brian Brown, CFO of Rocket Companies, told analysts. Rocket reported $8.1 Rocket has 2.5

Real Estate Agent 397

Real Estate Agent Clients Mortgage Inventory 397

Housing Wire

FEBRUARY 9, 2024

Equipped with the right real estate marketing tools, you’ll save time, scale faster, and attract more clients — all without having to learn 40 new complicated skills and programs. Real estate agents today need outstanding websites — or, at the very least, highly functional ones — to both attract and communicate with clients.

Tools 445

Tools Real Estate Marketing Real Estate Agent 445

Housing Wire

JANUARY 13, 2023

They can also perform post-project audits that now more than 52% of building companies rely on to assess budget, timeline and client feedback. Two-thirds of builders we polled operate with fixed price contracts — we also recommend this to our clients as fixed price contracts deliver higher gross margins no matter the material price increase.

Marketing 464

Marketing Contracts Supply Chain Project Management 464

Housing Wire

NOVEMBER 3, 2022

In a market like today’s, you’re going to have to engage with clients who are six months, 12 months, 18 months away from finding their home,” Farner said. 1, more than 70 million points were awarded to both new and existing Rocket clients for completing over 17,000 activities, Farner said. Rocket has 2.5

Real Estate Agent 396

Real Estate Agent Clients Mortgage Business 396

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 414

Mortgage Government Investors Finance 414

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 419

Real Estate Real Estate Agent Agents Brokerage 419

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 409

Real Estate Real Estate Agent Agents Tools 409

Cleveland Appraisal Blog

SEPTEMBER 30, 2022

A flipbook is a book with a series of pictures that change slightly with the turn of each page. When flipping thru one of these books, the viewer’s mind fills in the gaps between pictures so that an animated story and picture develops. According to Wikipedia , the oldest documented flip book appeared on March 18th, 1868.

Appraisal 341

Appraisal Market Value Development Clients 341