Housing Wire

APRIL 17, 2024

“You don’t normally think about a lending platform [as a tool] to use to drive growth, but in our case, it’s a key contributing factor to our ability to recruit.” In many systems, loan officers have to live in the same system as the back-office personnel and not have a system that’s optimized for their role,” Aach said. “In

Business 448

Business Loan Officers Mortgage Lending 448

Appraisal Buzz

OCTOBER 18, 2021

SimpleNexus , a homeownership platform developer for loan officers, borrowers, real estate agents and settlement agents, has acquired Georgia-based software firm LBA Ware. The post SimpleNexus Adds Business Intelligence Tools with LBA Ware Acquisition appeared first on Appraisal Buzz.

Tools 195

Tools Business Real Estate Agent Loan Officers 195

Housing Wire

MAY 30, 2023

And, in the mortgage industry, AI will play an instrumental role in helping loan officers to be more efficient, according to Nima Ghamsari , Blend ‘s co-founder and CEO. Kim: We are in a downturn of a cyclical business. We have different levers in our business. How is an LO supposed to keep that in their head?

Loan Officers 416

Loan Officers Technology Investing Mortgage 416

Housing Wire

OCTOBER 25, 2024

I was close to $7 million a month, and Ernie told me to get a business coach. That brought a lot of structure and focus in the broad business, life planning, family stuff and everything. You can do thousands of loan reviews every month, and a full analysis determines if there’s an opportunity to refinance. Why start Uplift?

Loan Officers 438

Loan Officers Business Technology Tools 438

Housing Wire

SEPTEMBER 8, 2022

When mortgage lenders are talking about compliance in loan origination or mortgage servicing, the worst case can be pretty bad, so we often see companies investing heavily in the best tools. Mike is an experienced mortgage loan officer. How marketing automation saved Mike’s business. Not anymore.

Business 459

Business Marketing Technology Tools 459

Housing Wire

NOVEMBER 20, 2024

Both borrowers and loan officers face a changed—and changing—landscape. As we emerge from the downturn, now is a great time to evaluate your company’s support for your business. Does it offer the necessary products, technology , and industry experience to thrive in both busy and slow cycles? The last quarter?

Marketing 367

Marketing Loan Officers Realtors Business 367

Housing Wire

APRIL 23, 2024

Guaranteed Rate is ready to help high performance producers take their business to the next level. In his new role, Hutchens will oversee a top-ranked book of business in North Carolina. Additionally, he will provide management and mentorship to other loan officers at Guaranteed Rate.

Loan Officers 448

Loan Officers Real Estate Business Brokerage 448

Housing Wire

NOVEMBER 21, 2024

Clear retirement tool When asked about his transition from industry professional to customer, Nelson said that it wasn’t too much of a stretch considering that he has always viewed a reverse mortgage as a tool to deploy in later life. Another advantage is that Nelson was very pleased with his own loan officer for a unique reason. “I’m

Mortgage 264

Mortgage Loan Officers Tools Lending 264

Housing Wire

MARCH 25, 2024

It may be counterintuitive, but loan officer Scott Betley, a 32-year-old TikTok sensation , says he isn’t worried about a potential U.S. Betley, who has more than a decade of experience helping first-time and move-up buyers, joined NFM Lending as a loan officer in 2021. TikTok is probably 40% to 45% of my business.”

Loan Officers 455

Loan Officers Tools Business Clients 455

Housing Wire

OCTOBER 21, 2024

In this conversation, Ryan shares Acra Lending’s blueprint for broker growth, including insights on how Acra Lending navigated the pandemic, built relationships with referral partners, and developed tools that help brokers streamline non-QM loans. million loan for a borrower in Colorado who had sold his business for $8 million.

Lending 431

Lending Loan Officers Tools Mortgage 431

Housing Wire

JUNE 6, 2024

As these professionals come aboard, RMD asked Ogata and the company’s chief marketing officer, Andrew Pohlmann, about what they’re focused on for the rest of the year to keep the momentum of reverse mortgage business going through the end of 2024. This, in turn, drives business on both the forward and the reverse sides,” Ogata said.

Loan Officers 449

Loan Officers Mortgage Business Lending 449

Housing Wire

OCTOBER 28, 2024

This is why it’s critical to have the tools and processes in place to nimbly react to and capitalize on market shifts as they happen. Recognizing this, savvy lenders have been making efforts to both simultaneously build their pipeline with new business and nurture their existing book of business.

Loan Officers 432

Loan Officers Technology Business Mortgage 432

Housing Wire

JUNE 30, 2021

“At UWM we focus on our client service, operational efficiency and speed to close loans. With this unwavering focus, we help brokers close loans fast, get referrals and grow their business,” Chief Operating Officer Melinda Wilner said. Blink+ is a white-label, borrower-facing digital application tool.

Tools 321

Tools Training Technology Clients 321

Housing Wire

JANUARY 11, 2024

Clients of FinLocker include loan officers, mortgage lenders, servicers, banks and credit unions. The platform also offers mortgage and financial education, credit score monitoring, credit report access, and tools to improve credit, pay down debt, save for a down payment and track progress toward mortgage eligibility.

Investing 468

Investing Loan Officers Technology Inventory 468

Housing Wire

DECEMBER 21, 2021

If you take the temperature of how loan officers are feeling ahead of the holiday season, the scale would likely read “uneasy.” According to Fahad Janvekar, a loan officer at Fairway Independent Mortgage , “there is definitely some concern” about layoffs in the industry.

Loan Officers 468

Loan Officers Retail Business Mortgage 468

Housing Wire

FEBRUARY 21, 2024

Tane Cabe Prior to joining Fairway in 2022 as the reverse division’s business development manager for the Home Equity Conversion Mortgage (HECM) for Purchase program, Cabe served as VP of 55places Mortgage and as a branch manager for Churchill Mortgage originating HECM and standard home loans. “I

Mortgage 435

Mortgage Loan Officers Clients Lending 435

Housing Wire

SEPTEMBER 16, 2022

Podcasts are a great resource for mortgage professionals to continue learning, with shows covering industry updates, business advice and the experiences of other pros in the mortgage industry. Loan Officer Freedom. Loan Officer Leadership. Loan Officer Leadership. 10 Loans a Month.

Loan Officers 435

Loan Officers Mortgage Lending Modernization 435

Housing Wire

SEPTEMBER 11, 2023

Cliffco Mortgage Bankers is among the rare independent mortgage banks doing more business than last year. To get there, Cliffco, which has been in business since 1987, is going after the non-qualified mortgage ( non-QM ) market and investing in tech to get in front of buyers and non-agent referral partners.

Loan Officers 418

Loan Officers Agents Retail Technology 418

Housing Wire

DECEMBER 4, 2023

“Our beta ambassadors have been instrumental in shaping a program that not only aids communities but also provides new avenues for business growth in challenging markets,” said Messerli, executive director of FirstHome IQ. This tool not only aids in personal financial education but also allows ambassadors to stay connected with new leads.

Tools 435

Tools Loan Officers Real Estate Development 435

Appraisal Buzz

SEPTEMBER 10, 2024

Rocket Pro Third Party Origination General Manager Dan Sogorka Rocket Companies has named Dan Sogorka as General Manager of Rocket Pro Third Party Origination (TPO), the mortgage broker business of Rocket Mortgage. Sogorka was also a business unit President at Black Knight, where he spent nearly 15 years.

Technology 397

Technology Clients Tools Loan Officers 397

Housing Wire

MARCH 28, 2024

A race is a useful analog for the mortgage business, especially as it relates to the refinance business. It’s amazing how many loan officers miss this, don’t return the call quickly, and lose their race before it’s even underway. In our business, that’s the refinance transaction.

Mortgage 487

Mortgage Technology Tools Business 487

Housing Wire

SEPTEMBER 18, 2024

We have been through a pandemic, and many came out feeling like they and their business were invincible. Earlier this year, I found myself scrolling through social media, and every post seemed to be loan officers living the high life, with what seemed like endless closings, all while hosting event after event.

Mortgage 459

Mortgage Loan Officers Business Tools 459

Housing Wire

APRIL 1, 2024

Today’s unique market requires flexibility and a pricing engine that empowers lenders and their loan officers to put the right loan products in front of borrowers. HousingWire spoke with Parvesh Sahi, chief revenue officer of Polly , about the importance of having the right PPE and strategic pillars that facilitate LO success.

Loan Officers 456

Loan Officers Technology Tools Investors 456

Housing Wire

JANUARY 23, 2024

API-centric and based on consumer data models, our platform focuses on innovation, automation, and business transformation. Product Fast Facts #1 Robust flagship LOS and mobile apps for borrowers, loan officers, correspondents, and brokers. Plus, standalone solutions for settlement agents, servicers, and document management. #2

Lending 334

Lending Architecture Loan Officers Tools 334

Housing Wire

FEBRUARY 20, 2024

The changing role of the LO One of the strongest indicators of this transformation is the changing role of the loan officer (LO). To succeed, companies will need to empower their teams with the tools, training and decision-making authority to help them win share on a loan-by-loan, borrower-by-borrower basis as quickly as possible.

Loan Officers 434

Loan Officers Technology Lending Tools 434

Appraisal Buzz

JULY 12, 2024

Embrace Home Loans reports that loan officer Patrick Holland surpassed $1 billion in career loan originations earlier this month. Our senior leaders support and encourage every loan officer and provide us with all the tools we need to be successful.” “Pat

Loan Officers 195

Loan Officers Retail Tools Clients 195

Housing Wire

JULY 9, 2021

The more you leverage your own data the better off your agents or loan officers will be because they’ll be able to identify, target and create better customer experiences. In the recent “ Gathering of Eagles” conference , a particularly high-powered set of panelists all agreed that real estate is a “people business.”

Real Estate 476

Real Estate Business Valuation Technology 476

Housing Wire

FEBRUARY 16, 2024

Braheem, former co-founder of Loan Toolbox — an online resource for training, tools, support and coaching — launched The Loan Atlas, a mortgage coaching platform, earlier this year with mortgage executives and top loan officers joining as faculty members.

Mortgage 435

Mortgage Marketing Loan Officers Training 435

Housing Wire

APRIL 1, 2024

Two years later, the division has proven to be a key player in the business at Longbridge. To mark the anniversary of the launch and the posture of the wider industry that has evolved during that time, RMD sat down with Parks to discuss how the business has progressed and what it’s looking to accomplish in the future.

Loan Officers 441

Loan Officers Training Business Retail 441

Housing Wire

MAY 7, 2024

Mortgage capital markets tech firm Polly announced on Tuesday that it has launched “Polly/AI,” which integrates artificial intelligence (AI) technology into the newest version of its product and pricing engine (PPE) and includes a “co-pilot” for loan officers that will “process, interpret, and recommend a range of outcome-driven results.”

Loan Officers 445

Loan Officers Design Technology Mortgage 445

Housing Wire

FEBRUARY 10, 2023

The GAssist portal will provide its partners, which include community banks, credit unions, and brokers, with tools that will allow them to better manage borrower expectations, from guided originations to processing tools, according to a press release on the roll-out. The tools are housed within the secure application portal.

Retail 370

Retail Tools Loan Officers Design 370

Housing Wire

OCTOBER 11, 2022

Mortgage Coach , a mortgage platform that enables lenders to educate borrowers with home loan presentations, announced that its platform will be integrated with Insellerate, a customer relationship management (CRM) platform.

Mortgage 418

Mortgage Loan Officers Open Houses Retail 418

Housing Wire

SEPTEMBER 27, 2021

Exponentially increase your loan officers’ origination potential without incurring additional expense? Examiners such as the CFPB and FDIC provide stringent oversight of digital activity, and mistakes can cost you and your loan officers dearly. Sounds too good to be true, doesn’t it?

Loan Officers 370

Loan Officers Training Development Technology 370

Housing Wire

JUNE 5, 2024

Top mortgage technology executives say their companies are embracing artificial intelligence (AI) in their operations but still relying on human decision-making to sell loans. “There’s one question every CEO, CTO, CIO, loan officer, processor, underwriter, they all ask the same thing: will AI replace my job?”

Mortgage 457

Mortgage Loan Officers Technology Tools 457

Housing Wire

SEPTEMBER 15, 2020

The virtual notary services industry has become increasingly popular amid the COVID-19 pandemic as businesses have adopted remote signatures to adhere to social distancing protocols while closing on mortgages and other loans. business advisory firm in real estate, mortgage finance, digital mortgage, banking and capital markets.

Business 504

Business Law Real Estate Investors 504

Housing Wire

MARCH 30, 2021

Instead of turning clients away and losing out on potential business, implementing a credit process can help you keep those clients. CreditXpert, a software solutions company, provides loan officers with the tools needed to help their clients reach their dream of homeownership. That’s not a good experience,” Hydrew said.

Loan Officers 468

Loan Officers Clients Tools Technology 468

Housing Wire

MARCH 6, 2024

California-based mortgage lender CMG Financial will partner with fintech Sagent for seven years as it brings its servicing business in-house. CMG Financial had 1,813 loan officers and 393 active branches as of March 6, according to the Nationwide Multistate Licensing System (NMLS).

Loan Officers 439

Loan Officers Retail Tools Investors 439