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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? Today, “CRM” encompasses far more than just contact management.

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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. ”

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Mastering the narrative: Strategic messaging for loan officers

Housing Wire

Loan originators in today’s mortgage market have weathered significant challenges. Educate with market intelligence: In a fluctuating market , knowledge is power. Stay updated with the latest market trends, rate movements, and industry news. Use this information to educate your clients and referral partners.

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USA Mortgage’s Chelsea Vonder Haar on staying agile to meet loan officer needs

Housing Wire

Nominations for HousingWire’s 2024 Marketing Leaders are open until April 30, 2024. If there’s one word to describe today’s successful marketers in mortgage and real estate it’s “adaptable.” HousingWire’s Marketing Leaders award recognizes the industry’s top marketers who have perfected the art of adaptability.

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Mortgage fintech Maxwell launches SSO tool for lenders

Housing Wire

Maxwell , the mortgage fintech backed by Wells Fargo and Fin Capital, has launched Maxwell Single-Sign On, an SSO (single sign-on) tool for lenders to enhance security and reduce the risk of data breaches, the company announced on Monday. This content was generated using AI, and was edited and fact-checked by HousingWire’s editors.

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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. Cloudvirga is here to help capture and retain the market you need and deserve.”.

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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. Diego Sanchez: Optimal Blue is the leading Capital markets platform in terms of market share. Give them more control.

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