Housing Wire

MARCH 5, 2025

I’m going to start by making Rate the absolutely best place for every single loan officer to work at figuring out ways in which we can develop them, give them all the skills, the coaching , the mentoring and the tools, so they can have an amazing business, but also better serve all their clients and all their partners.

Loan Officers 435

Loan Officers Clients Business Technology 435

Housing Wire

DECEMBER 18, 2024

The new credit optimization platform will combine the best parts of the What-if Simulator and Wayfinder tools, giving mortgage professionals the power to reach more clients and close more loans. CreditXpert developed the platform to cut down loan filing timelines. 1 in preparation for the launch of the new platform.

Loan Officers 397

Loan Officers Tools Technology Mortgage 397

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

NOVEMBER 21, 2024

As you develop and build business, especially with financial planners, there are so many strategic ways to use a reverse mortgage that we try to share with our advisers,” Nelson said. Another advantage is that Nelson was very pleased with his own loan officer for a unique reason. “I’m

Mortgage 370

Mortgage Loan Officers Tools Lending 370

Housing Wire

NOVEMBER 30, 2022

Cloudvirga’s platform solves for both by creating the best experience for borrowers and loan officers. The Cloudvirga team has been able to dramatically improve the experience of the borrower and the loan officer. It focuses on more than just task management and automation.

Loan Officers 370

Loan Officers Tools Clients Technology 370

Housing Wire

SEPTEMBER 14, 2023

Adrian Gastelum, a vice president and branch manager at Nova Home Loans, recently had a prospective borrower apply for a Federal Housing Administration (FHA) mortgage. The client had just started a new job, and that can be tricky. When the borrower is denied for an FHA mortgage loan, an MCR report had to be created for that denial.

Loan Officers 418

Loan Officers Mortgage Finance Clients 418

Housing Wire

MARCH 24, 2025

Dark Matter Technologies makes it a priority to stay ahead of these trends, ensuring our clients have the right tools to scale efficiently when market conditions change. If lenders arent actively developing relationships with builders and structuring loan programs to meet this demand, theyre missing a critical opportunity.

Technology 368

Technology Inventory Loan Officers Housing Market 368

Housing Wire

APRIL 27, 2023

Mobility Market Intelligence (MMI), a data intelligence and market insight tool provider for the mortgage and real estate industries, has appointed Brian McKray as the director of product development. The platform offers granular insights into lenders, loan officers, and real estate agents by region or individual transactions.

Development 395

Development Real Estate Agent Real Estate Loan Officers 395

Appraisal Buzz

MARCH 3, 2025

Mortgage veteran Donny Panasis has joined Embrace Home Loans as branch manager of its Viera, Florida office, where he and his team will originate loans for both existing and new construction homes. Panasis previously served as a loan originator for The Mortgage Firm and TD Bank.

Loan Officers 284

Loan Officers Clients Brokerage Construction 284

Housing Wire

JANUARY 7, 2025

Good loan officers are what will help our business grow in a big way, and we try to support our loan officers in a way that they can generate their own business and not become reliant on leads. said that connecting with borrowers in a substantive way begins with the salesperson they first come into contact with.

Clients 370

Clients Mortgage Loan Officers Real Estate Agent 370

Housing Wire

AUGUST 20, 2020

According to the release, MarketView’s conception was a result of “increasing market fluctuations creating challenges for title companies that rely on property sale and mortgage origination reports” and to better “identify metrics that drive their business development.”.

Loan Officers 482

Loan Officers Marketing Property Taxes Business 482

Housing Wire

NOVEMBER 8, 2021

After completing countless Veterans Administration (VA) mortgage loan transactions over the years, Chris Pascoe, a Marine veteran turned RE/MAX agent, has developed something of a system. First, he has his clients lender call the listing agent. We do a lot of seminars,” Armstrong explained. “I

Clients 418

Clients Agents Buyers Sellers 418

Housing Wire

AUGUST 2, 2024

In the message reviewed by HousingWire, DeJoseph wrote that by becoming part of a larger organization, Garden State gains access to a “national lending platform, greater resources, enhanced career development opportunities, and the ability to offer more comprehensive services to our clients, well beyond residential mortgage lending.”

Loan Officers 468

Loan Officers Lending Clients Development 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. “C2

Mortgage 435

Mortgage Loan Officers Clients Lending 435

Appraisal Buzz

MARCH 28, 2025

Experienced marketing executive Laila Stout has joined Usherpa , developers of the real estate and mortgage industrys first customer relationship engagement platform (REP) platform, as senior marketing manager. Usherpa has over 30 years of experience supporting loan officers and companies.

Loan Officers 150

Loan Officers Marketing Advertising Tools 150

Housing Wire

MAY 26, 2022

A Florida-based loan officer faces more than 30 years in federal prison if convicted on charges alleging she falsified divorce papers and child support payment information to help unqualified borrowers secure a loan, according to a Department of Justice indictment. She could also be ordered to pay $130,000 in restitution.

Loan Officers 435

Loan Officers Clients Design Insurance 435

Housing Wire

AUGUST 14, 2024

But the industry is not yet out of the woods, said Todd Sheinin, the Maryland-based vice president of strategy and development at Primary Residential Mortgage Inc. “As Jared Evenson, a branch manager for CrossCountry Mortgage in Spokane, Washington, is ringing up all of his past clients to scope out refi opportunities. “As

Business 468

Business Mortgage Loan Officers Clients 468

Housing Wire

MAY 29, 2024

And it seeks to expand the number of available loan officers and strategic development tools to continue building on the momentum that company executive say they’re seeing in the space. Now they’re asking, “How can I fold this into my conversation, my presentation, when I’m meeting with my B2B clients?”

Business 448

Business Loan Officers Mortgage Clients 448

Housing Wire

JULY 30, 2021

As reverse mortgage loan officers aim to expand their repertoire of advertising methodologies, the use of an advertorial can be powerful but also comes with some caveats that any reverse mortgage loan officer should keep in mind prior to engaging in such advertising campaigns. “So, A couple of things.

Mortgage 435

Mortgage Loan Officers Advertising Clients 435

Housing Wire

JANUARY 22, 2024

Coggiola’s efforts were focused on developing Ellie Mae to become a software-as-a-service (SaaS) provider from an on-premise solution, rounding out his time there as SVP of product management. Polly’s “client-centricity” attracted him to the business, he noted. before it was acquired by ICE in 2020.

Technology 448

Technology Mortgage Loan Officers Clients 448

Housing Wire

SEPTEMBER 30, 2021

Borrowers, loan officers, and the corresponding processors and underwriters are often working on entirely different systems. The platform is loan origination system-agnostic and is designed to deliver value to both borrowers and lenders–”from the point of thought of buying a house to the point of owning a home.” .

Loan Officers 396

Loan Officers Architecture Real Estate Agent Clients 396

Housing Wire

APRIL 16, 2024

The company recently launched a mortgage brokerage firm that offers a plug-and-play program for real estate agents to become mortgage loan officers, a practice called dual licensing. of the loan amount, with a $5,000 cap, which adds to the typical buyer-side agent commission of up to 3%. For example, Realfinity pays LOs 1.4%

Real Estate Agent 488

Real Estate Agent Loan Officers Real Estate Agents 488

Housing Wire

APRIL 30, 2024

We’ve also implemented project management technologies and streamlined processes to improve workflow and turnaround times for loan officer requests, effectively halving the time it takes to fulfill them. Instead, we invest heavily in empowering our loan officers.

Loan Officers 448

Loan Officers Technology Modernization Project Management 448

Housing Wire

JULY 5, 2024

For reverse mortgage clients looking to use their loan proceeds to fund the goal of aging in place, home renovations and other preparations may be requested from the reverse mortgage loan officer due to the high-touch nature of reverse mortgage origination. LOs often occupy a place of trust among their borrower clients.

Renovations 482

Renovations Loan Officers Clients Technology 482

Housing Wire

JANUARY 25, 2024

A differentiating factor of our tech is that lots of point of sale systems are built to faciitate loan officers with the business they already have. While we do that, we’re also focused on driving new business — from new clients but also from the relationships they already have. It’s almost farm-to-table programming.

Loan Officers 448

Loan Officers Real Estate Agent Agents Technology 448

Housing Wire

OCTOBER 9, 2024

What we have now today is an extremely well-vetted solution for underwriting those areas of FHA loan — income, credit and asset.“ Clients use the technology for an initial conditioning at the point of sale and an underwrite later in the fulfillment stage, said Sara Knochel, chief operating officer of Candor.

Technology 459

Technology Clients Loan Officers Insurance 459

Housing Wire

SEPTEMBER 27, 2023

Maxwell acquired LenderSelect Mortgage Group from Blue Ridge Bank in May to expand its secondary market trading platform, bringing hundreds of new clients to the company’s other solutions. Meanwhile, Colorado-headquartered Maxwell claims it has facilitated over $275 billion in loan volume to date and serves more than 300 lenders nationwide.

Lending 468

Lending Technology Loan Officers Clients 468

Housing Wire

MARCH 22, 2023

Homebot , a home education portal that keeps people connected to their loan officers and real estate agents, acquired Quo Finance , a mobile app for first-time homebuyers. million in seed funding, led by SignalFire in December 2021 to develop the mobile app. Quo raised $7.2

Finance 397

Finance Real Estate Agent Loan Officers Legal 397

Housing Wire

JANUARY 30, 2024

billion in the next five years for lending and investments to low- and moderate-income (LMI) clients and census tracts, with 30% of the total tied to mortgage lending. Cincinnati-based First Financial Bank has agreed to direct $2.4 The bank will continue to provide quantitative and qualitative reporting on the plan.

Investing 434

Investing Mortgage Lending Loan Officers 434

Housing Wire

SEPTEMBER 20, 2023

“This unique technology will help our clients reduce costs, which is especially important today as verification-related fees increased significantly in the past three years,” said Sofia Rossato, Floify’s president and general manager. Founded in 2013, Floify — a subsidiary of Porch Group Inc. — in an $87 million deal in 2021.

Technology 435

Technology Real Estate Agent Loan Officers Clients 435

Housing Wire

SEPTEMBER 3, 2024

We’re in a unique position in the market with 1,400 traditional loan officers in the company who have pre-established relationships with clients that we can help wherever they are in life,” Kirksey said in a statement.

Loan Officers 447

Loan Officers Lending Retail Mortgage 447

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 459

Mortgage Loan Officers Technology Tools 459

Housing Wire

FEBRUARY 9, 2023

“That’s the bullseye, it’s not just getting someone’s Social Security number so you can run a credit report and approve them for a loan. The loan officers that do the best are the financial literacy teachers.” Plus,] you’ll get good at having a critical conversation that loan officers should be able to have.”

Loan Officers 370

Loan Officers Real Estate Agent Real Estate Clients 370

Housing Wire

JUNE 30, 2022

Intuitive technologies developed and built by experts in both mortgages and technology can drive efficiency, reliability and profitability when paired with exceptional customer service. We keep our ears to the ground and are always ready to pivot, find a solution and develop technologies our clients need to have a competitive edge.”.

Mortgage 370

Mortgage Real Estate Agent Clients Technology 370

Housing Wire

MAY 23, 2024

Editor in Chief Sarah Wheeler sat down with Christos Bettios, chief information officer at NFM Lending , to talk about the company’s private, proprietary GPT that is making his whole team more efficient. He started his career as a developer and spent 10 years as a senior product manager at Fannie Mae.

Loan Officers 448

Loan Officers Lending Technology Development 448

Housing Wire

AUGUST 8, 2022

HousingWire: Given the recent news about a few non-QM lenders shutting down, some loan officers might be hesitant about working with non-QM. What would you say to those loan officers? HW: What strategies can loan officers employ to win with non-QM in the second half of 2022?

Lending 397

Lending Loan Officers Training Investors 397

Housing Wire

FEBRUARY 3, 2025

Her new role also includes spearheading initiatives to help US Mortgage’s loan officers drive sales, developing key lending partnerships and ensuring clients receive You and US service. “We are confident that her leadership will positively impact the overall growth and success of US Mortgage.”

Lending 349

Lending Mortgage Loan Officers Clients 349