Appraisal Buzz

APRIL 8, 2025

Recognizing the most innovative technology providers in the mortgage industry, MortgagePoints Tech Excellence Awards highlight the companies that have developed cutting-edge solutions, improved operational efficiencies, and have enhanced the mortgage process through technology.

Inspection 221

Inspection Technology Modernization Valuation 221

Housing Wire

MAY 2, 2024

loan officer Timothy Potempa has departed Dallas-based multichannel lender OneTrust Home Loans to join E Mortgage Capital , bringing his team of about 40 people and more than $300 million in annual production to the company headquartered in California. Right now, we have 200 different investors.” million. .

Loan Officers 448

Loan Officers Mortgage Retail Lending 448

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 466

Loan Officers Tools Clients Technology 466

Housing Wire

AUGUST 26, 2024

million in 15 funding rounds with 25 investors since its inception in 2012. The company is “deeply focused on building the tools and technology that solve the hardest problems that lenders face today in closing transactions,” Uher noted in a statement. HomeLight has offices in Scottsdale, San Francisco, Dallas and Chicago.

Real Estate Agent 471

Real Estate Agent Real Estate Loan Officers Tools 471

Housing Wire

JANUARY 26, 2022

Mortgage Coach provides an interactive borrower education platform that lets loan officers walk borrowers through a visual presentation of their loan options so that the LO becomes a trusted advisor, Co-founder and CEO Dave Savage said. “There should be a relationship beyond the transaction. .

Investors 375

Investors Mortgage Investing Loan Officers 375

Housing Wire

SEPTEMBER 11, 2023

Target buyers for Cliffco include non-traditional buyers seeking investor loans. The lender has about 80 loan officers and aims to hire up to 100 in states. Capturing leads with tech Another priority for the lender is procuring leads through its proprietary technology. But the client gets to benefit from that.”

Loan Officers 418

Loan Officers Agents Retail Technology 418

Housing Wire

AUGUST 20, 2024

They also discuss fintech developments for loan officers, recruitment and even the CPO’s favorite hamburger. Before a discussion point on loan officers, Gillespie circles back and revisits Lower’s mission to guide consumers through homeownership. Gillespie joined Lower last year after the acquisition of Thrive Mortgage.

Loan Officers 446

Loan Officers Mortgage Tools Technology 446

Housing Wire

MARCH 4, 2024

Guideline Buddy’s chatbot leverages generative AI technology to simplify the loan qualification process by providing swift and accurate information, freeing professionals from the time-consuming burden of sifting through extensive documentation, the firm said.

Loan Officers 446

Loan Officers Tools Design Technology 446

Housing Wire

MARCH 20, 2025

After the deal was announced, CEO Varun Krishna told investors that he expects a lift in purchase mortgage growth after the deal closes. When these clients are then connected with the best agents and the best loan officers, it creates a virtuous cycle. Essentially, it’s the holy grail of mortgage and real estate tech.

Mortgage 234

Mortgage Real Estate Brokerage Loan Officers 234

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 455

Loan Officers Technology Tools Investors 455

Housing Wire

JANUARY 27, 2022

San Francisco-based startup Vesta, which provides a software-as-a-service platform for mortgage loan originators, announced on Thursday that it raised $30 million through a Series A funding round. The new capital will be invested in an “aggressive” hiring plan and technology expansion.

Mortgage 397

Mortgage Investors Loan Officers Technology 397

Housing Wire

JANUARY 25, 2024

From at least August 29, 2022 to December 2, 2022, individuals who were not licensed as loan officers (LOs) in Connecticut acted as LOs by taking residential mortgage loan applications , soliciting Connecticut borrowers for mortgages and offering or negotiating terms of mortgages, according to the order issued earlier this month.

Loan Officers 431

Loan Officers Mortgage Finance Lending 431

Housing Wire

JUNE 7, 2024

Its investors included Virgin Group , led by British business magnate Richard Branson; Liquid 2 Ventures , led by former NFL star Joe Montana; and LinkedIn co-founder Reid Hoffman. In May 2022, it launched a cloud-based portal, LoanFlow , that gives mortgage brokers and loan officers the ability to originate loans anytime, anywhere.

Legal 481

Legal Landlords Loan Officers Mortgage 481

Housing Wire

SEPTEMBER 27, 2021

Exponentially increase your loan officers’ origination potential without incurring additional expense? Examiners such as the CFPB and FDIC provide stringent oversight of digital activity, and mistakes can cost you and your loan officers dearly. Sounds too good to be true, doesn’t it?

Loan Officers 370

Loan Officers Training Development Technology 370

Housing Wire

OCTOBER 13, 2021

has raised $175 million to accelerate growth and fund new technologies , just 16 months after relaunching its operations. Funds managed by Oaktree Capital Management , MFA Financia l, various family offices, and other strategic investors invested through a StoicLane’s special purpose vehicle, StoicLane said.

Mortgage 399

Mortgage Investors Investing Loan Officers 399

Housing Wire

MARCH 25, 2021

Other investors included Rotor Capital , The Mortgage Collaborative Emerging Technology Fund , Prudence Holdings and existing investors including Anthemis Group , Route 66 Ventures , and Sovereign’s Capital. Maxwell claims the loans on the platform close 50% faster than the national average. mortgage market.

Mortgage 448

Mortgage Lending Technology Loan Officers 448

Housing Wire

MARCH 18, 2021

Offerpad will also receive a $200 million commitment from private equity investors such as BlackRock and Zimmer Partners. Technology has given consumers the power of choice and expedited the entire real estate purchasing process. The deal will provide the iBuyer with “up to $650 million in gross cash proceeds,” per the release.

Real Estate 459

Real Estate Real Estate Agent Loan Officers Technology 459

Housing Wire

MARCH 16, 2022

As part of the merger, Jim Black, the founder of All Cal, will become chief lending officer of InstaMortgage. Black, a licensed mortgage loan officer and broker, will also lead product development, tech partnerships and sales growth. Terms of the deal, which was announced on Tuesday, were not disclosed.

Retail 456

Retail Loan Officers Brokerage Lending 456

Housing Wire

MARCH 31, 2022

BH: There’s no question that non-QM is more difficult to originate than conforming or government loans, so many mainstream brokers and loan officers have been reluctant in the past to offer these products. And investor guidelines are continually evolving. And investor guidelines are continually evolving.

Marketing 414

Marketing Investors Technology Loan Officers 414

Housing Wire

DECEMBER 14, 2024

So, we’ve built our own technology. So, we’ve built a lot of integration with our LOS and our servicing platform to bring it all together for a loan officer. This coaching program is designed and run by our own successful loan officers. The other thing that’s important is our coaching program.

Loan Officers 368

Loan Officers Mortgage Retail Design 368

Appraisal Buzz

JUNE 10, 2024

For lenders, navigating the transition from selling loans to servicing them involves juggling diverse functions, expertise, and systems, often creating a disjointed experience for the consumer. Compounding matters even further is the traditional divide that exists between a lender’s origination and servicing operations.

Technology 221

Technology Mortgage Modernization Lending 221

Housing Wire

APRIL 30, 2024

If it finds “a good company,” the lender is willing to pay a premium to the owners, according to Dan Snyder, the fintech’s founder and investor. In November 2023, Lower announced the acquisition of Colorado-based Universal Lending Home Loans , which became a separate division.

Retail 448

Retail Loan Officers Lending Mortgage 448

Housing Wire

JANUARY 10, 2024

Software development company Blue Sage Solutions has launched a new servicing platform that merges loan origination and servicing functions using API-based technology. Through Blue Sage DSP, lenders will be able to close loan transfers, process individual and batch payments, onboard loans as well as collect payments, the company said.

Retail 446

Retail Lending Design Technology 446

Housing Wire

FEBRUARY 9, 2021

Angel Oak made it happen thanks to our close connection with investors who trust our loans and lending standards. We have made improvements to our systems so that our team has everything they need from resources and technology to be successful at home. HW: How does vertical integration benefit a loan officer?

Lending 440

Lending Loan Officers Business Investors 440

Housing Wire

SEPTEMBER 26, 2023

It is also turning Acra’s business into a technology-first one, the statement said. We are in an environment that is highly dependent on adoption of technology, and Acra does not want to be a company that does not adapt to technology,” Gregory Meola, managing director at Acra Lending said. “As

Lending 432

Lending Technology Design Investors 432

Housing Wire

MAY 10, 2023

AutomatIQ Borrower Income Analysis AutomatIQ Borrower Income Analysis is an all-inclusive intelligent calculation and analysis tool that leverages state-of-the-art CoreLogic technology. The tool allows lenders to qualify borrowers faster by examining all income sources automatically and reliably.

Loan Officers 304

Loan Officers Tools Investors Technology 304

Housing Wire

MARCH 28, 2024

It’s amazing how many loan officers miss this, don’t return the call quickly, and lose their race before it’s even underway. Build the right team Given the new technologies and expert outsourcing options available to lenders today, staffing up to handle new business doesn’t make as much sense as it did in the past.

Mortgage 487

Mortgage Technology Tools Business 487

Housing Wire

JANUARY 27, 2021

Roostify’s latest funding round was led by Ten Coves Capital with returning investors Cota Capital, Mouro Capital , Colchis Capital , Point72 Ventures, and JP Morgan Chase. In its release, Roostify said it intends to use the latest investor backing to advance its current AI technology and grow its staff by 50%.

Lending 370

Lending Technology Loan Officers Investors 370

Housing Wire

NOVEMBER 23, 2021

will lay off 77 employees in its Charlotte, North Carolina office come January 2022, a Worker Adjustment and Retraining Notification Act (WARN) notice filed by the company reveals. Among those getting a pink slip are 49 loan officers, 10 national account managers, seven retail sales managers and seven transaction coordinators.

Mortgage 397

Mortgage Loan Officers Retail Technology 397

Housing Wire

OCTOBER 10, 2024

Founded by Karl Jacob and Allan Carroll in 2017, LoanSnap raised $100 million in seed funding from investors such as Richard Branson’s Virgin Group ; former NFL star Joe Montana’s Liquid 2 Ventures ; and LinkedIn co-founder Reid Hoffman.

Mortgage 417

Mortgage Landlords Loan Officers Legal 417

Housing Wire

NOVEMBER 1, 2022

Mortgage Coach, founded in 2009 and based in California, offers an interactive borrower education platform that lets loan officers guide borrowers through a visual presentation of their loan options. Movement Mortgage, First American Financial and FinVC joined existing investors 8VC, Khosla Ventures and Fifth Wall.

Mortgage 458

Mortgage Project Management Insurance Loan Officers 458

Housing Wire

APRIL 7, 2021

And despite fierce bidding wars, competition from institutional investors and sore wrists from writing dozens of heartfelt letters to home sellers, even buyers are growing in courage these days. Technology has given consumers the power of choice and expedited the entire real estate purchasing process. points to 81.7.

Sellers 518

Sellers Real Estate Real Estate Agent Loan Officers 518

Housing Wire

MAY 16, 2022

Polly , a software-as-service mortgage technology firm that operates a loan-trading platform, integrated with six mortgage insurance providers to streamline the mortgage process for loan officers and mortgage lenders. .

Insurance 370

Insurance Mortgage Investors Tools 370

Housing Wire

NOVEMBER 5, 2021

But some investors see add on services including mortgage as a possible way for iBuyers to eventually turn a profit. Opendoor began Opendoor Home Loans in 2019, and the mortgage loan originator operates today in 26 markets and eight states. IBuying is empirically a money-losing industry even amid a historic housing boom.

Brokerage 417

Brokerage Real Estate Loan Officers Business 417

Housing Wire

NOVEMBER 2, 2020

Black Knight’s advanced, high-performance loan origination technology, seamless automation, integration, fee service, extensive data and analytics are being leveraged to transform mortgage originations. Black Knight is a proven mortgage industry leader in servicing technology. Originations.

Lending 435

Lending Valuation Clients Tools 435

Housing Wire

APRIL 5, 2021

Technology has given consumers the power of choice and expedited the entire real estate purchasing process. Successful agents, brokerages and loan officers of the future are going to rely significantly on technology to find, nurture and engage with buyers and sellers while also playing an expanding role as personal advisors.

Buyers 493

Buyers Real Estate Agent Real Estate Brokerage 493

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. However, they are hampered by comparatively poor technology and the slow speed at which they can close a loan, analysts said.

Mortgage 526

Mortgage Marketing Retail Lending 526