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 434

Loan Officers Clients Design Tools 434

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 395

Loan Officers Mortgage Training Development 395

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 370

Mortgage Loan Officers Tools Lending 370

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? Or, should LOs be encouraged to engage with marketing tools as much as possible in order to help them build their own brand and connections? And how can we apply these lessons when deciding what marketing tools to equip LOs with?

Loan Officers 369

Loan Officers Marketing Tools Technology 369

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. 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.

Loan Officers 435

Loan Officers Technology Business Mortgage 435

Housing Wire

NOVEMBER 30, 2022

Cloudvirga’s platform solves for both by creating the best experience for borrowers and loan officers. Cloudvirga’s POS is an experience-driven platform that gives lenders access to the tools they need in an easy-to-use, responsive UI. It focuses on more than just task management and automation.

Loan Officers 370

Loan Officers Tools Clients Technology 370

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 368

Technology Inventory Loan Officers Housing Market 368

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

SEPTEMBER 15, 2023

Mortgage tech firm Blend Labs has launched its first AI-powered chat tool, which it says will allow loan officers to be more efficient and offer a far more personalized touch for prospective borrowers. The company announced the tool this week but won’t be rolling it out to its clients immediately.

Tools 448

Tools Loan Officers Clients Mortgage 448

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

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

Housing Wire

DECEMBER 6, 2023

Miami-based fintech provider LoanPASS integrated Uplist ’s suite of home-shopping tools into its pricing engine, the company announced in November. The partnership will boost loan officers ’ capacity to deliver personalized, efficient and tech-powered solutions directly to their clients and agents.

Loan Officers 468

Loan Officers Tools Clients Technology 468

Housing Wire

MARCH 30, 2021

It’s no secret credit scores can hinder a potential borrower’s ability to qualify for the best loan program, which can ultimately lead to poor borrower satisfaction. Borrowers don’t always know or understand how their credit or debt-to-income ratio (DTI) impacts the type of loan they can qualify for. CreditXpert’s Xpert Credit Process.

Loan Officers 468

Loan Officers Clients Tools Technology 468

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.

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Tools Training Technology Modernization 321

Housing Wire

MARCH 4, 2024

Add mortgage tech firm Guideline Buddy to the list of companies with an artificial intelligence -powered chat tool. The new tool is designed to help loan officers, processors and underwriters instantly find the relevant mortgage guidelines they need.

Loan Officers 448

Loan Officers Tools Design Technology 448

Appraisal Buzz

MARCH 28, 2025

In her new role, she will not only be helping grow Usherpas brand and industry presence but also assisting enterprise clients with their marketing efforts to maximize their success. Usherpa has over 30 years of experience supporting loan officers and companies. billion in additional revenue for enterprise partners.

Loan Officers 150

Loan Officers Marketing Advertising Tools 150

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

FEBRUARY 21, 2024

“C2 has the support and allows more options for my clients. I am looking forward to bringing the knowledge and the HECM Tool software to help C2 loan officers accelerate their success and serve their clients at a higher level.”

Mortgage 435

Mortgage Loan Officers Clients Lending 435

Housing Wire

MARCH 3, 2025

Buyers, on the other hand, view earnouts as a risk mitigation tool to avoid paying too much, particularly if there is uncertainty regarding future performance of the business. Earnouts are contingent payments based on Buyer achieving future financial targets that may never happen. Freedman is a shareholder at Maddin Hauser.

Mortgage 416

Mortgage Sellers Buyers Business 416

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

NOVEMBER 30, 2022

The solution leverages the power of innovative, integrated technologies to not only simplify the mortgage application and approval process for borrowers, but also to improve the backend process for loan officers. For clients using Empower, all data is stored in Empower and accessed using APIs.

Loan Officers 435

Loan Officers Technology Clients Design 435

Housing Wire

NOVEMBER 24, 2021

HW Media CEO Clayton Collins recently spoke with Ernie Graham, CEO and Co-founder at Homebot , to dive into what it really means for mortgage professionals to create clients for life , and how Homebot is doing that through the entire home-buying process, starting with home search. “It They can even put it on their website as a portal.”.

Loan Officers 435

Loan Officers Clients Home Value Tools 435

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. ban of the short-form video app.

Loan Officers 459

Loan Officers Tools Business Clients 459

Housing Wire

APRIL 23, 2024

Additionally, he will provide management and mentorship to other loan officers at Guaranteed Rate. Everything at Guaranteed Rate is geared towards delivering a world-class client experience; the website and app are easy to navigate and built to drive business our way.

Loan Officers 448

Loan Officers Real Estate Business Brokerage 448

Housing Wire

JUNE 20, 2024

The bridge loan estimate is being integrated into the lender’s workflow through an Encompass plugin. NFM loan officers will be automatically notified when a homeowner can tap into the equity of their current home to buy a new one before selling.

Lending 448

Lending Loan Officers Real Estate Agent Real Estate 448

Housing Wire

OCTOBER 31, 2022

Michael Brennan, president of Movement, said Waggoner can empower loan officers with the tools they “need to win.”. “I’m excited to translate this vision into transformational action across our technology platform by putting the best tools in the hands of our loan officers,” Waggoner said in a statement. .

Loan Officers 370

Loan Officers Mortgage Technology Tools 370

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

FEBRUARY 20, 2024

Today, a mortgage lender must have scalability in its operation, an ability to pivot quickly to meet changing market conditions and client needs, a well-designed technology stack and, above all, a keen sense of what its customers and the marketplace truly want from them.

Loan Officers 435

Loan Officers Technology Lending Tools 435

Housing Wire

MAY 9, 2024

Varun Krishna, Rocket Companies CEO, sat down with HousingWire CEO Clayton Collins at The Gathering event several weeks ago to talk about the company’s AI strategy and their new AI tool, Synopsis. We’re able to close loans two and a half times faster than the industry. This interview has been edited for length and clarity.

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Clients Technology Tools Loan Officers 396

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

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

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 448

Loan Officers Design Technology Mortgage 448

Housing Wire

FEBRUARY 16, 2024

To take advantage of the shifting market, two key areas that loan originators should be focusing on are “nurturing and cementing relationships with preapproved borrowers,” said Tim Braheem, founder and chief content creator of The Loan Atlas. So, kind of like a turnkey kit to get in front of a one-to-many type situation.”

Mortgage 435

Mortgage Marketing Loan Officers Training 435

Housing Wire

SEPTEMBER 11, 2023

The lender has about 80 loan officers and aims to hire up to 100 in states. Cliffco’s proprietary CRM platform enables loan officers to break away from being heavily dependent on real estate agents for referrals. The database and the CRM tool is key for us to be able to monitor the different life cycles of the customer.

Loan Officers 418

Loan Officers Agents Retail Technology 418

Housing Wire

OCTOBER 22, 2021

There are many more moving pieces and loan originators spend a great deal of time communicating with clients and their real estate agents. Rocket Pro TPO helps accelerate the entire mortgage process with underwriting speed and by offering brokers’ clients the information they need in a concise and clear format. .

Tools 397

Tools Clients Technology Real Estate Agent 397

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 459

Loan Officers Technology Tools Investors 459

Housing Wire

MARCH 14, 2024

These include the integration of forward mortgage professionals into the reverse mortgage business, how the Home Equity Conversion Mortgage (HECM) limit for 2024 could end up impacting the industry, and the openness of both clients and referral partners to reverse mortgage conversations.

Mortgage 448

Mortgage Clients Loan Officers Business 448