Housing Wire

MARCH 5, 2025

This move grants loan officers access to real-time insights that are designed to improve borrower assistance and engagement. Loan officers on the Uplist platform can now leverage Pollys product and pricing engine (PPE) to more easily pursue refinance opportunities.

Loan Officers 298

Loan Officers Client Relationships Technology Tools 298

Housing Wire

DECEMBER 20, 2024

Over the years, Ive observed a glaring issue that stifles the growth and success of many mortgagecompanies: promoting top-producing loan officers into management roles without equipping them with the tools, training, or even determining whether they want to be leaders.

Loan Officers 372

Loan Officers Mortgage Training Development 372

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.

Clients 195

Clients Client Relationships Loan Officers Development 195

Housing Wire

JUNE 15, 2023

It ensures team members understand their duties and responsibilities, helps build quality client relationships and creates a positive work environment. This is how lenders can exceed their customers’ expectations, deliver better borrowing experiences and cultivate stronger relationships within their client base.

Client Relationships 370

Client Relationships Development Clients Tools 370

Housing Wire

AUGUST 31, 2023

And as a loan officer (LO), why should I care? A look into GSE appraisal modernization efforts The GSEs have each offered appraisal waivers on eligible loans for several years. Finally, it’s vital to be equipped with the right tools and providers to carry out modern collateral valuation solutions. Why do we need them?

Modernization 414

Modernization Appraisal Inspection Valuation 414