Housing Wire

APRIL 2, 2024

New American Funding (NAF) has snagged top Chicago loan officer Larry Steinway as it looks to grow its presence in the Chicagoland area. billion of loan volume in his nearly 30-year career, started at NAF on April 1 as its vice president producing area sales manager tasked with expanding the lender’s footprint in the Chicagoland area.

Loan Officers 448

Loan Officers Retail Finance Buyers 448

Housing Wire

OCTOBER 28, 2024

Optimal Blue on Monday announced three major product releases — the expansion of its artificial intelligence (AI) assistant suite, the introduction of Scenario Optimizer, and the free availability of Investor Pricing Insight to investor clients. ” The announcements were made at MBA Annual in Denver.

Loan Officers 430

Loan Officers Investors Clients Design 430

Housing Wire

JULY 15, 2024

For loan originators , managing the narrative is crucial. The messages you convey to clients, referral partners, and even yourself can significantly impact your success. Use this information to educate your clients and referral partners. An informed client is a confident client.

Loan Officers 433

Loan Officers Clients Design Tools 433

Appraisal Buzz

AUGUST 15, 2024

At their best, Loan Officers (LOs) should act as financial guides to their customers, helping them see and help surface opportunities that they did not know existed. Building Client Trust This one is just an unqualified win. Just as preventive healthcare is the best healthcare, so is preventive financial care the best.

Loan Officers 407

Loan Officers Clients Home Improvement Insurance 407

Housing Wire

OCTOBER 22, 2024

“His extensive experience, industry accolades, and client-first approach make him a perfect fit to lead our North Carolina team and strengthen our partnership with Coldwell Banker.” At Movement, Rawls started as a loan officer before taking over as producing bank manager.

Lending 431

Lending Mortgage Loan Officers Real Estate 431

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 393

Loan Officers Mortgage Training Development 393

Housing Wire

MARCH 5, 2024

Many investors had expected the Fed to cut benchmark rates as early as March, and loan officers had hoped to see a decline in mortgage rates that tend to move in tandem with long-term yields. Saghafi has clients who recently decided to pull the trigger and move to a bigger house by selling their home that had a 2.375% mortgage rate.

Loan Officers 448

Loan Officers Mortgage Buyers Inventory 448

Housing Wire

JUNE 5, 2023

Providing presentations on whether to opt for a conventional loan, Federal Housing Administration (FHA) loan, Fannie Mae ’s HomeReady or Freddie Mac ’s HomePossible loans while winning over contracts in a multiple bid environment are key to creating client stickiness, Lotsoff added.

Loan Officers 397

Loan Officers Mortgage Lending Retail 397

Housing Wire

MARCH 6, 2023

The combination of an economic uncertainty, high mortgage rates and persisting affordability challenges will further reduce purchase demand, which keeps Monson and thousands of loan officers up at night. Wax said about 50 to 60% of his clients are first-time homebuyers. of loans in October, according to the MBA.

Loan Officers 397

Loan Officers Inventory Real Estate Agent Buyers 397

Housing Wire

NOVEMBER 8, 2024

Sean Shallis, a “Recovering Realtor” and top-producing loan officer , is offering strategies to help realtors break through this stagnation by leveraging micro-market shifts to create urgency and inspire action. Leveraging micro-market shifts Realtors have an opportunity to use local market changes to drive urgency for their clients.

Realtors 370

Realtors Marketing Loan Officers Sellers 370

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

OCTOBER 10, 2024

The platform is intended for housing professionals in various sectors, including 5 million loan officers, appraisers , servicers , underwriters , developers, agents, brokers, attorneys and regulators. Through Araya, CoreLogic will give customers access to the data and analytics of nearly all U.S. properties on one platform.

Real Estate 459

Real Estate Tools Loan Officers Legal 459

Housing Wire

NOVEMBER 15, 2024

Should the goal of marketing technology be to make it so that a loan officer never needs to log in? I started in the mortgage industry in 2015, working for large banks that were heavily invested in using technology to simplify the loan process for everyone involved. Today, “CRM” encompasses far more than just contact management.

Loan Officers 368

Loan Officers Marketing Tools Technology 368

Housing Wire

MAY 22, 2023

Top-producing loan officer Christopher Keelin has taken his 80+person team over to CrossCountry Mortgage to “take advantage” of the lender’s technology while scaling his business. Being a consultant has helped Keelin retain and grow his client base, especially in his main markets of New Jersey and Florida.

Loan Officers 370

Loan Officers Investors Technology Clients 370

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

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. Loan officers said that the FHA’s waiver will give borrowers a fairer shot at obtaining financing.

Loan Officers 418

Loan Officers Mortgage Finance Clients 418

Housing Wire

OCTOBER 28, 2024

Equally important is the ability to proactively and automatically detect within an existing customer database who is ready to buy, so loan officers can reach out to those borrowers before they even act. Sales automation solutions like ICE Velocify help them connect with borrowers faster and stay one step ahead of the competition.

Loan Officers 435

Loan Officers Technology Business Mortgage 435

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. Ghamsari: I think on the AI piece, it’s about combining an understanding of what the client is trying to accomplish.

Loan Officers 418

Loan Officers Technology Investing Mortgage 418

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

Appraisal Buzz

MARCH 10, 2025

Rocket will match homebuyers with the best real estate agents and the best loan officers across the combined companies. Drive purchase mortgage growth: The transaction will generate significant revenue synergies across search, real estate brokerage, mortgage origination, title and servicing.

Real Estate Agent 426

Real Estate Agent Brokerage Real Estate Agents 426

Housing Wire

NOVEMBER 21, 2024

A big reason for that is loan officers don’t always ask the right questions to understand the borrower’s real needs.” By asking referral partners thoughtful questions about their clients and their approach, I show that I’m focused on creating tailored solutions to potential problems,” Nelson said.

Mortgage 370

Mortgage Loan Officers Tools Lending 370

Housing Wire

NOVEMBER 13, 2024

In a new episode of “The Loan Officer Podcast,” host Dustin Owen chats with John Cornish of Iowa-based Key Mortgage Group about his path into the industry, tips for scaling a mortgage lending business and how to avoid stagnation as a loan originator. Before, I wasn’t making friends with clients. It was over 100 units.

Mortgage 370

Mortgage Loan Officers Lending Business 370

Housing Wire

JANUARY 8, 2024

Through the partnership, loan officers can introduce their clients to an RIA within Encompass. Halcyon is helping diversify revenue and strengthen borrower-lender relationships with their new registered investment advisor (RIA) Offering,” Halcyon said in a news release.

Clients 459

Clients Investing Mortgage Technology 459

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. Over time, many organizations have accumulated toolsoften to accommodate branch acquisitions or high-performing loan officers but arent fully utilizing them.

Technology 367

Technology Inventory Loan Officers Housing Market 367

Housing Wire

DECEMBER 4, 2024

” Lindsay also expressed excitement over the opportunity to help clients in Washington. “As the market stabilizes, I look forward to helping clients achieve their home financing goals with the support of Rate’s unparalleled technology and commitment to low rates.”

Lending 397

Lending Mortgage Loan Officers Retail 397

Housing Wire

MARCH 10, 2025

Erich Wiedel: When I was in high school, a friends brother-in-law owned a mortgage company, and I got a job as a loan officer. Many of the clients we acquired during that initial marketing campaign remain valued partners today. By placing consistency at the forefront, our clients can trust us to deliver on every file.

Technology 330

Technology Clients Real Estate Insurance 330

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 369

Clients Mortgage Loan Officers Real Estate Agent 369

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

MARCH 12, 2025

Our new platform brings unprecedented speed and certainty to home financing, helping loan officers and their clients win more deals. zavvie said that HomeFAI adoption has surged 155% year over year, with 83% of loan officers switching to the new app that’s available in all 50 states.

Finance 203

Finance Loan Officers Real Estate Agent Modernization 203

Housing Wire

OCTOBER 4, 2023

In an environment where 30-year fixed mortgage rates are racing towards 8%, loan officer pipelines are thinning dramatically. Originators who primarily served move-up buyers with high credit scores and strong down payments are struggling to find clients. Is an 8% mortgage rate going to slow down business for all loan officers?

Loan Officers 468

Loan Officers Mortgage Finance Buyers 468

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. Loan officers can also put in lender-offered concessions that will change the pricing. ” You’re like, ‘What are you doing?'”

Tools 435

Tools Loan Officers Clients Technology 435

Housing Wire

APRIL 19, 2023

Loan officers took to social media to support the “long overdue” legislative proposal. “I Another loan officer in California noted that clients get a lot more calls than before from competing lenders after a credit inquiry, causing confusion to consumers and making business a lot harder for LOs. “It

Loan Officers 468

Loan Officers Clients Mortgage Business 468

Housing Wire

MARCH 6, 2025

It started 2024 with 18 loan officers and finished the year with about 90. The company also anticipates launching a version of Leo for clients later this year. The company said about 40 independent brokerages with about 2,200 agents in total joined under these terms. Real also added head count to its nascent mortgage business.

Brokerage 370

Brokerage Agents Loan Officers Business 370

Housing Wire

APRIL 26, 2023

Roberts and thousands of other loan officers across the country continue to be hampered by a serious inventory shortage , which results in heavy competition for fewer deals. There’s just more buyers than there are sellers,” added Steven Grossman, chief strategic officer at NJ Lenders.

Loan Officers 418

Loan Officers Mortgage Inventory Clients 418

Housing Wire

DECEMBER 6, 2023

The partnership will boost loan officers ’ capacity to deliver personalized, efficient and tech-powered solutions directly to their clients and agents. Meanwhile, LoanPASS’s flagship products and pricing engine (PPE) automates product and pricing decision-making for all loan products.

Loan Officers 468

Loan Officers Tools Clients Technology 468

Housing Wire

MARCH 5, 2024

John Abraham, former top-producing mortgage loan officer at Caliber Home Loans /NewRez , has joined The Money Store. The Money Store boasts a nimble lending platform, transparent loan process and highly competitive rates. “The Data shows that the lender has 28 branches and 100 active loan officers.

Loan Officers 448

Loan Officers Retail Lending Mortgage 448

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