Housing Wire

FEBRUARY 7, 2023

The company has 39 active loan officers across its retail branches, according to Modex data. Clients will also benefit from access to new digital and customer relationship tools that improve every step in the lending experience, including servicing, a Guild strength for decades,” Thompson said in prepared remarks.

Retail 397

Retail Mortgage Loan Officers Technology 397

Housing Wire

FEBRUARY 3, 2025

. “I have full confidence in John Hamel and our experienced leadership team to guide the company forward while upholding our standards of excellence and dedication to our clients and partners.” ” Founded in 2001, California-headquartered OCMBC originates in the wholesale , retail and correspondent channels.

Retail 417

Retail Lending Clients Mortgage 417

Housing Wire

MARCH 21, 2024

While reverse mortgage volume in 2024 got off to a rocky start, new data that breaks out retail Home Equity Conversion Mortgage (HECM) endorsements versus wholesale production showed that it was the former that took the bigger hit in the first month of the year, based on new data compiled by Reverse Market Insight (RMI). on a per-unit basis.

Retail 459

Retail Mortgage Real Estate Agent Business 459

Housing Wire

OCTOBER 27, 2022

Independent mortgage brokers are beginning to have the products and tech tools needed to compete with banks and large retail lenders, and customers are reaping the benefits of this growing channel. Smith : The glaring trend is the broker channel has been growing rapidly, and the retail sector is shrinking. DS : Mindset is everything.

Clients 418

Clients Retail Advertising Tools 418

Appraisal Buzz

NOVEMBER 18, 2024

Jay Crowell has been promoted to the newly created position of president of national retail division at Cornerstone Home Lending. In his new role, Crowell will drive the strategy and continued growth of Cornerstone’s national retail and Realtor affiliate sales and operations. It’s about making a bigger impact,” Crowell adds. “I

Retail 195

Retail Lending Loan Officers Realtors 195

Housing Wire

DECEMBER 17, 2024

was curious about what he was doing as I always looked for ways to improve my client experience.On I say the low end because you treat your clients as lesser when you strip the human element from home-buying. Call centers pay their loan officer vastly lower amounts than a broker or retail lender makes. Absolutely not.I

Loan Officers 396

Loan Officers Clients Technology Mortgage 396

Housing Wire

MAY 23, 2023

announced on Tuesday the completion of an agreement for WFG to acquire certain branches of Doma’s West Coast local retail title operations. The deal includes multiple retail title locations and operations centers in the Northern and Central California regions. Williston Financial Group (WFG) and Doma Holdings, Inc.

Retail 370

Retail Insurance Real Estate Technology 370

Housing Wire

AUGUST 7, 2020

Nichols pointed out that after the 2008 financial crisis, wholesale lending began using technology that helped match pace with the processes of retail lenders. Learning to utilize that technology for a database that can be used to maintain constant contact with clients and retain business was crucial, Smallwood said. “We’re

Retail 370

Retail Mortgage Loan Officers Marketing 370

Housing Wire

DECEMBER 27, 2024

We’ll have those loans that come in where we have to look at every opportunity that we can to save that deal and help that client. At loanDepot , the company has worked to grow its stature broadly, which has impacted the reverse mortgage division, according to Lisa Moriello, its national retail reverse sales manager.

Mortgage 397

Mortgage Retail Lending Business 397

Housing Wire

NOVEMBER 1, 2024

Arguably, one of the most important functions of a real estate agent is to guide and be a subject matter expert to clients through the buying and selling processes. Put simply, a good agent is a sherpa who knows every step of the journey and expertly leads their client up the path. How do real estate agents get paid?

Real Estate 448

Real Estate Real Estate Agent Agents Brokerage 448

Housing Wire

MARCH 23, 2021

mortgage sales , where he led distributed retail sales, direct to consumer sales, strategic market business development, community reinvestment strategy and sales support. In his new role, Wayman will focus on client experiences across Citi’s U.S retail banks. retail banking. retail banking. “As

Retail 501

Retail Mortgage Clients Lending 501

Housing Wire

DECEMBER 20, 2023

So he did what a lot of retail loan officers in the industry were doing — Mike would reclassify a self-generated lead as a corporate-generated lead, thus slashing his compensation from 125 basis points down to as low as 50 bps, giving him a low enough rate to win the client and eventually close the deal.

Loan Officers 482

Loan Officers Clients Law Legal 482

Housing Wire

JANUARY 28, 2025

Real estate closing gifts personalize and ultimately strengthen the relationship between you and your client, which can lead to a string of referrals. Dos and dont’s of client gift giving Your clients just closed on a new home or sold their property with you, and its time to celebrate! Clients always on the go?

Real Estate 325

Real Estate Clients Decorating Real Estate Agent 325

Housing Wire

APRIL 3, 2025

[3:34] From consultant to COO Lindblom, who initially planned to semi-retire, quickly found herself working 60+ hour weeks with Sierra Pacific as a client. Focused growth in retail and wholesale While wholesale remains the companys dominant channel, Sierra Pacific is expanding deliberately across both sides of the business.

Retail 254

Retail Lending Business Clients 254

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

APRIL 8, 2021

JPMorgan Chase has appointed Bhavesh Patel to lead client management for the bank’s correspondent lending channel. As director of client management, Patel will focus on improving the client experience and driving future growth for the business, which is growing at a faster rate than the bank’s more traditional retail arm.

Retail 435

Retail Lending Clients Finance 435

Housing Wire

JANUARY 4, 2023

After Finance of America Companies closed its forward mortgage origination unit in October, a total of 21 FoA retail branches transitioned to Go Mortgage, said Steven Reich, a division president at Go Mortgage and former executive at FoA, in an interview with HousingWire. “Refis are the easier product of the industry,” Reich said. “We

Retail 508

Retail Mortgage Construction Loan Officers 508

Housing Wire

JUNE 1, 2023

Connecticut-based lender and servicer Planet Home Lending has acquired the assets of Illinois-based retail lender Platinum Home Mortgage Corporation. We look to acquire right-sized, financially solid distributed retail companies.” The financial terms of the transaction have not been disclosed. million in cash.

Retail 418

Retail Mortgage Lending Renovations 418

Housing Wire

MARCH 14, 2025

This proves your expertise to clients and allows you to provide them with knowledge about the real estate market. Also, understanding the behaviors of different demographics will let you get into the psyche of the buyer clients you want to target with your marketing efforts. 89% of sellers used an agent to sell their home.

Real Estate 357

Real Estate Marketing Real Estate Agent Sellers 357

Housing Wire

MAY 6, 2024

AnnieMac Home Mortgage appointed Ian Aubourg to the role of senior vice president of retail sales, the Mount Laurel, New Jersey -based lender announced Monday. In his new position at AnnieMac, Aubourg will tap into his leadership skills to drive growth and improve the mortgage experience for clients.

Mortgage 444

Mortgage Loan Officers Retail Clients 444

Housing Wire

JANUARY 12, 2025

It was about getting wallet share within those customers who weren’t getting a ton of business from the approved clients. So, we saw this opportunity, and the migration of a lot of retail originators choosing to be more entrepreneurial and get into the broker channel.

Marketing 304

Marketing Mortgage Retail Lending 304

Housing Wire

JULY 1, 2024

He will ensure we deliver an exceptional customer experience to @Properties’ real estate agents’ clients, and he will definitely help solidify Proper Rate as the premier boutique mortgage company in the industry.” He was chief retail production officer at the time of his departure in 2019.

Retail 448

Retail Brokerage Real Estate Agent Real Estate 448

Housing Wire

MARCH 19, 2025

Richards announced Tuesday on LinkedIn that shes now the president of retail at Kind Lending, a move that comes a little less than a year after she joined the company. She had an association with Kind Lending before being hired as COO, as the company was a client of LendArch, the mortgage consulting firm she founded in 2021.

Lending 205

Lending Mortgage Retail Clients 205

Housing Wire

FEBRUARY 21, 2024

“Over the past couple of years, I have learned that Guaranteed Rate is truly the company with all the tools and the platform to help originators grow their business and provide the best service for customers and clients.” 4 retail mortgage lender in the U.S., It’s a telling story for Jeff to rejoin the Guaranteed Rate family.

Retail 435

Retail Tools Lending Clients 435

Housing Wire

SEPTEMBER 17, 2024

According to its results, veteran homebuyers who work with a mortgage broker saved an average of $13,600 over the life of their loan compared to working with retail lenders. At UMortgage, we’re committed to saving our clients the most money to ensure their long-term financial health,” says Casa.

Lending 435

Lending Retail Clients Mortgage 435

Housing Wire

JUNE 20, 2023

In addition, Smith will lead the nationwide direct channels and correspondent business, reporting to chief retail and small business banking officer Dontá Wilson. Meanwhile, the retail channel was responsible for $1.3 His expertise is in building product breadth and pricing strategies for clients. Truist, a top U.S.

Business 370

Business Mortgage Retail Lending 370

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. And they can sort their book of business by highest interest rates, identifying past clients who could benefit through a quick analysis. ”

Tools 435

Tools Loan Officers Clients Technology 435

Housing Wire

APRIL 14, 2022

A seasoned retail and commercial banking salesman in Fort Wayne, Indiana, the 39-year-old Woodward joined Interfirst Mortgage as a loan officer in October 2020 after a recommendation from an old college friend. The retail lender originated $56.6 The lender’s focus has been in tripling down on its network of top retail LOs.

Mortgage 526

Mortgage Marketing Retail Lending 526

Housing Wire

JANUARY 10, 2024

The National Retail Federation found that during the 2022 holiday season, retailers saw 17.9% Add the clients’ names and the date of their closing. Enhancing the entire client experience Real estate transactions can be stressful, and clients often remember the exceptional service and personal touches that set their agent apart.

Real Estate 464

Real Estate Clients Retail Client Relationships 464

Housing Wire

FEBRUARY 9, 2023

Northpointe Bank , a regional bank headquartered in Michigan, will walk away from its correspondent lending business to focus on its retail lending, mortgage warehouse financing division and specialty loan servicing business.

Lending 397

Lending Business Retail Client Relationships 397

Housing Wire

AUGUST 10, 2022

Amid a market downturn, the company has decided to focus on the retail lending business. “As As one of the few retail lenders that saw production grow from Q1 to Q2, we’ve decided to keep our focus on our greatest strength: retail lending,” David Robnett, chairman and CEO, wrote in a statement.

Retail 370

Retail Lending Mortgage Business 370

Housing Wire

MAY 14, 2024

“Joe’s unparalleled expertise and proven leadership will be instrumental in advancing our mission of delivering exceptional valuation management services to our clients.“ “I I look forward to working closely with the talented team at Atlas VMS to elevate our appraisal management services and create value for our clients.“

Appraisal 459

Appraisal Valuation Retail Clients 459

Housing Wire

JUNE 5, 2023

Desmond Smith: There are two ways to get a mortgage — wholesale or retail. Retail lending is when you walk into a bank branch or go to an online lender, and they help you get a mortgage. Consumers who use a mortgage broker instead of a retail lender save $9,400 over the life of the loan and that increases to $10,400 for minorities.

Mortgage 370

Mortgage Retail Lending Loan Officers 370

Housing Wire

AUGUST 30, 2022

Founded in 1990, Mountain will continue to serve retail and consumer direct clients throughout the Western United States. The Redlands, California-based company informed its broker network last week that it has “made the difficult decision to take a step back from wholesale lending,” according to a spokesperson.

Lending 448

Lending Retail Mortgage Clients 448

Housing Wire

NOVEMBER 15, 2023

We share a core value in that we are not afraid to roll up our sleeves to help our clients win. “We are beyond excited to be partnering with Valuation Connect,” Class Valuation CEO John Fraas said in a statement. “We Combining forces is going to be a win-win for all stakeholders.” Class Valuation has been on an acquisition spree.

Valuation 435

Valuation Technology Clients Modernization 435

Housing Wire

AUGUST 2, 2024

In just the past day, loan officers should have seen their pricing improve between 25 and 40 basis points on government loans, and by 20 to 60 basis points on conventional scenarios, said Rick Roque , executive vice president of retail at Sierra Pacific Mortgage. ” For refi clients, he’s preaching patience. ”

Mortgage 514

Mortgage Clients Loan Officers Lending 514

Housing Wire

JANUARY 31, 2023

The decision left more than 400 employees without a job, and Miller had two urgent tasks — to find a lender that would close his clients’ loans in the pipeline and would also help him close more sales in an industry that is projected to further downsize. “I But not every LO will find a new workplace.

Mortgage 418

Mortgage Loan Officers Retail Finance 418