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This article originally appeared in the January 2025 edition of MortgagePoint magazine, online now. Fortunately, there are ways to detect deed fraud attempts early, but mortgage professionals need to be well-informed to protect themselves and their clients.
The Agency as a brand aligns perfectly with my passion for providing exceptional service to my clients and provides me with the tools to do so in a way I have never seen done before.” A native of Cincinnati, Michalek moved to Dallas, where she high school and college. She comes from a family with a real estate development background.
The objective is to build relationships, understand the needs of potential clients, and position yourself as a go-to resource when they are ready to buy or sell real estate. This includes using social media, email marketing, online advertising, and maintaining a professional website to attract and engage potential clients.
Knowing this, real estate agents should always find friendly, conversational ways to stay on their potential clients minds year-round. As a bonus, postcards can also serve as a heartfelt extension of your gratitude for the working relationship with past clients.
Skillful negotiations can not only help you build a more sustainable career they can also help you earn higher compensation, get more listings, and achieve more satisfying outcomes for your clients. Know your client’s desired outcome Sometimes, you may need to lose a battle to win the war.
Thankfully, there’s a tool that allows servicers to do just that. Freddie Mac’s Servicing Gateway offers one platform, one login and one doorway to Freddie Mac servicing tools. We’re doing that by creating future tools within Servicing Gateway to improve servicers’ speed to market for mortgage resolution.
Without the right tools to beat these odds, lenders have had little choice but to pour dollars and resources into new customer acquisition instead. Our clients retain as high as 65% or more of their past customers. “Our Our clients retain as high as 65% or more of their past customers. Last year, lenders originated over $3.7
At UWM we focus on our client service, operational efficiency and speed to close loans. Blink+ is a white-label, borrower-facing digital application tool. The post United Wholesale Mortgage’s Blink+ tool includes an LOS, POS and CRM all in one package appeared first on HousingWire.
Real Estate “To be successful in real estate, you must always and consistently put your clients’ best interests first. ” Darren Hardy, Author and former publisher of SUCCESS Magazine “The only place success comes before work is in the dictionary.” ” Ryan Serhant, Broker and CEO of SERHANT.
Michael Gevurtz, CEO and Founder, Bluebird Lending This article originally appeared in the February 2025 edition of MortgagePoint magazine, online now. Q: What tools do you feel someone in the mortgage finance space needs today in order to survive and thrive in todays marketplace? The housing market will normalize despite politics.
Snatching up first-time homebuyers is akin to striking gold — since developing a relationship with them can mean a loyal client for life. Use this tool: Market Leader Market Leader is like your all-in-one tool for real estate leads. Its Network Boost guarantees at least 40 exclusive leads monthly, tailored to your chosen cities.
People’s choices in homes and locations are evolving, and they’re relying more on digital tools to find their perfect place. Demonstrating you have a keen understanding of the whole client journey — from staging and listing to settling into a brand-new home — will give you a competitive advantage.
The magazine and Better Homes and Gardens brand really reaches nearly every region and every demographic around the globe. So, no longer just thinking about it as a component of the magazine but making sure that we are tying that connection between the Better Homes and Gardens brand and real estate.
It’s important to be intentional and choose strategies that give you the highest likelihood of meeting and connecting with your ideal clients. Finally, I’ll wrap up with the three marketing tools every agent needs to hit the ground running in 2024. Creating a real estate marketing plan can be harder than it sounds.
To streamline the process, lenders need a way to reduce friction in the loan origination cycle, while still providing accurate results to clients. The eight companies featured in this section offer solutions to simplify communication and collaboration between stakeholders, as well as tools to securely and quickly transfer title data.
This type of cutting-edge technology is driven by the needs of the broker community, and we’re always gathering and implementing feedback so we can provide tools that will help our clients continue to grow their business.”. UWM recently launched an exclusive new marketplace called Boost.
If an uptick in housing inventory and more favorable interest rates materialize in 2025, you’ll still need to find creative ways to generate buzz for your listings and expand your client network. We recommend Top Producer for its CRM and transaction management tools. Meeting new clients is the engine of your business.
This piece originally appeared in the August 2024 edition of MortgagePoint magazine, online now. The Kahane & Associates team is dedicated to finding innovative ways to assist its clients in significantly reducing the costs of default servicing. Kahane & Associates PA Founder and Managing Partner Robert S. Kahane Esq.
The Closing Exchange (TCX) partners with its clients to configure solutions to support their workflow at every stage of their digital evolution. CXChoice is an integrated SaaS technology and production platform used to assign notaries to each order, based upon criteria set by the client. Alan Frelix, CEO.
Real estate brokers need to be able to target these clients effectively, so they can close deals quickly. Buyside is a marketing and data analytics company that provides consumer-facing tools aimed to give homebuyers complete transparency. One of the biggest mistakes housing professionals make is not keeping in touch with past clients.
HousingWire: What has been the most useful tech tool for you? Shant Banosian: There are a few tools my team and I use to make our days more efficient. We use Shared Email Templates to quickly send formatted emails to clients and partners throughout the day. To view past issues of our HW+ exclusive HousingWire Magazine, go here.
To improve production, SimpleNexus launched Nexus Origination — a solution that provides lenders with a robust mobile-first tool they can use anywhere to keep their pipeline progressing. Nexus Origination also features collaborative tools for enhanced referral partnerships. Technology is evolving, and borrowers expect more.
Additionally, creating compelling content on a regular basis and maintaining separate systems or tools for its dispersal is stressful, cumbersome and time-consuming. The platform’s capabilities include a leading CRM tool, personalized, dynamic videos, co-branded property sites and fliers, a partner portal network, and more.
HousingWire: What has been the most useful tech tool for you? Loan officers should be helping clients understand how borrowing for as long as possible benefits the borrower because paying back today’s mortgage with 2030, 2040, or 2050 dollars is a great deal for the borrower. I could not run my business without either of them.
As a real estate agent, you may think clients should care more about their next home than your life story. And while that may be true, well-crafted real estate agent bios can build trust and credibility and serve as a powerful tool in an agent’s marketing arsenal — giving prospective clients.
In preparation for that influx, asset managers, servicers and investors need to ensure they have the tools and technology to successfully navigate this unpredictable time. Clients can utilize real-time and customizable reporting, as well as direct data warehouse access,” said Rebecca Smith, VP, Sales and Business Development.
HousingWire: What is your most useful tech tool? It ensures my clients and my team can get a hold of me in the event of an urgent situation. To view past issues of our HW+ exclusive HousingWire Magazine, go here. Now those vendors may be kicking themselves for passing. . Omar Ennabe: My smartphone.
Just a few years later, I was breaking sales records, and at age 27, I was on the cover of Realtor Magazines 30 Under 30. Today, getting your Colorado real estate license is a streamlined process with all the tools and resources you need to succeed right at your fingertips. Does this brokerage offer the training and tools I need?
HousingWire: What has been the most useful tech tool for you? Brian Hale: My iPhone combined with OneDrive and OneNote to allow me to be virtually paper-free in dealing with, assisting, and communicating with clients from anywhere, at any time. To view past issues of our HW+ exclusive HousingWire Magazine, go here.
With a leading POS through closing collaboration tools, the comprehensive platform has a modern, intuitive design and delivers exceptional user experiences. Opur open platform makes it easy for our clients to define their strategy,” said Pete Espinosa, CEO of Mortgage Cadence. There is a great deal of flexibility within MCP.
As state and federal regulations are poised to (slowly) move the industry forward in the coming years, Stavvy has built a suite of tools to solve these problems today. Most of the digital tools that are involved in the mortgage process include a consumer-facing interface that was designed as an afterthought.
Furthermore, when needs change, clients do not have to spend time or money on custom configurations. Because clients can configure EVO precisely to their needs, implementation time is 75% faster than with other platforms. The interface is so easy to navigate that lenders need almost no training.
Lenders and applicants alike rely on powerful tools and technology that increase transparency and create ease, speed and convenience. From there, lenders can work with their clients to increase credit scores and lower long-term financing costs, building trust along the way. That’s a savings of $40,000 over the life of the loan.
The report provided by the Short-Term Rental Analysis tool is easy to read and understand, providing an understanding of the market from a properly credentialed expert. The company will continue to work with its clients to understand their problems and collaborate on creative ways to solve them.
Qualia enables lenders to easily communicate with and collaborate with title companies during a transaction via their Connect product, which brings lenders, real estate agents, and consumers onto the platform through a secure client portal.
CF Wholesale provides brokers with the resources and technology to drive their business and serve their clients. At CF Wholesale, we give them the tools to self-serve. Piecemeal conditions: Brokers can send documents as they are received from their clients. Sometimes they just get it done faster when they do it themselves.”.
Lenders with the ability to adopt technology that drives efficiency and client satisfaction have a competitive advantage in today’s landscape. DocMagic delivers that technology in one seamless process provided by a single-solution suite designed to make the client experience as simple as possible. Digital adoption made easy.
The most successful real estate agents aren’t always the ones with the most experience — but rather those who know how to leverage the best real estate marketing companies and digital tools for their success. The company specializes in creating personalized websites and marketing tools that exude sophistication and elegance.
Lenders are currently dealing with incredibly high call volumes, which makes it difficult to ensure their clients are receiving the best customer service at the highest quality. We engineer solutions for our clients. We deliver savings, capacity and great quality to our clients.”. Roshan Sethi.
With features to eliminate manual data entry and facilitate internal collaboration, processors can more efficiently work together to complete orders with speed and accuracy, delivering the high quality of work their clients expect.
Today, the company leverages their experience and dynamic pricing to help their servicing clients succeed in 2023. By offering the Collector Portal, CoreLogic ensures that whether a user is a servicer or a collector, everyone has the right data and tools to deliver accuracy and transparency to homeowners.
Behavioral data that informs lenders when their consumers are visiting mortgage-related websites can help “fill in the blanks” of information about clients and prospects to help you better understand their needs. This was originally featured in the March Issue of HousingWire Magazine. To read the full issue, click here.
Magazine ’s 5000 list for 2023, a ranking of the fastest-growing companies in the U.S. The firm is based in Peabody, Massachusetts and serves clients in Massachusetts, New Hampshire, Florida, Arizona and Utah. The ranking is the result of our unique approach to helping our clients buy and sell homes: we work as one unit.
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