Client Relationships Loan Officers Mortgage 
Housing Wire
MARCH 5, 2025
Leading mortgage technology provider Uplist recently announced a new integration with fellow tech firm Polly. This move grants loan officers access to real-time insights that are designed to improve borrower assistance and engagement. The integration comes at a time of rising refinancing activity.
Housing Wire
MARCH 14, 2025
The mortgage professional of the future goes beyond the transaction. Our mortgage industry is experiencing a fundamental shift. Traditional loan officers who focus solely on transactions are being replaced by mortgage professionals who act as financial strategists, long-term advisors, and educators.
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Housing Wire
DECEMBER 20, 2024
The state of leadership in the mortgage industry When people say, Theres no such thing as a perfect company, are they really acknowledging an inherentflaw or are they feeling the void left by inadequate leadership? Four months later, the branch was still struggling, and worse, my top loan officer now the branch manager quit.
Appraisal Buzz
SEPTEMBER 1, 2021
PERSON OF THE WEEK: How is technology helping LOs enhance client and partner relationships in the post-COVID landscape? The post Juan Farias: How Technology is Helping Loan Officers Enhance Client Relationships appeared first on Appraisal Buzz. Q: The COVID crisis caused some big shifts for.
Appraisal Buzz
MARCH 5, 2025
Kortney Lane-Schafers has been promoted to vice president of growth and client advocacy at Mobility Market Intelligence (MMI), which offers data intelligence and market insight tools for the mortgage and real estate industries.
Housing Wire
FEBRUARY 14, 2024
A majority of homeowners must sell their current home before they can qualify for a mortgage on their next home due to federal lending requirements around debt-to-income and down payments. Buy before you sell’ (BBYS) products like The Trade-In Mortgage powered by Calque eliminate the stressors caused by financing contingencies.
Housing Wire
NOVEMBER 28, 2023
The savvy real estate agents and loan officers see this not a crisis but a golden opportunity. This is a call to arms for real estate agents and loan officers ready to seize the day. For loan officers: Script : “Market changes bring new opportunities. That means you’d better do your homework!
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