Remove Clients Remove Loan Officers Remove Tools
article thumbnail

Beyond automation: How marketing tech can empower loan officers in 2025

Housing Wire

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?

article thumbnail

Uplist launches automated refi analysis tool

Housing Wire

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. The tool also does modeling of potential savings for homeowners by analyzing various interest rates , closing costs and repayment options.

Tools 421
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Mastering the narrative: Strategic messaging for loan officers

Housing Wire

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.

article thumbnail

Cloudvirga’s POS platform provides loan officers with everything they need to prepare a loan in minutes

Housing Wire

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.

article thumbnail

Optimizing originator retention: How Optimal Blue’s tools and AI solutions keep lenders competitive

Housing Wire

In an ever-changing real estate market, loan originator retention is a key challenge for lenders. Loan officers need faster product rollouts and fewer barriers to focus on core tasks. Why is loan officer retention a priority for the company? This transcript has been edited for length and clarity.

Tools 439
article thumbnail

Dustin Owen, Lauren Walton guide originators on business development, reaching the top 1%

Housing Wire

A new episode of “The Loan Officer Podcast” aims to teach mortgage originators how to leverage tools and grow their businesses. Clients came to us, or we would go to clients’ homes and sign docs in their driveways. This interview has been lightly edited for length and clarity. So, start there.

article thumbnail

Blend’s new AI-powered chat tool isn’t like the others

Housing Wire

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 441