Housing Wire

AUGUST 13, 2021

Most loan officers lose 70% of their past customers because they don’t have the process or tools to manage the relationship forward. By utilizing automation and digital tools, modern mortgage lenders are freed up to deliver the most value to their customers. Managing the experience beyond the transaction.

Loan Officers 476

Loan Officers Real Estate Agent Modernization Technology 476

Housing Wire

APRIL 30, 2024

One of our key initiatives has been to revitalize The Money Store brand, giving it a fresh, modern appeal. We’ve also implemented project management technologies and streamlined processes to improve workflow and turnaround times for loan officer requests, effectively halving the time it takes to fulfill them.

Loan Officers 448

Loan Officers Technology Modernization Project Management 448

Housing Wire

NOVEMBER 15, 2022

Insightful borrower data and enhanced tech solutions are paramount to success in today’s modern mortgage industry. HousingWire recently spoke with Dan Catinella, chief lending officer at Total Expert, about how Customer Intelligence technology is improving deal flow and pushing the customer experience into the 21st century. .

Housing Market 468

Housing Market Marketing Loan Officers Tools 468

Housing Wire

OCTOBER 12, 2023

By deploying customer intelligence from Total Expert — a customer engagement platform for financial institutions — Mountain West Financial will provide automated alerts that notify its loan officers in real-time when a customer’s behavior or financial situation signals they’re a good candidate for a home loan, Total Expert said.

Loan Officers 448

Loan Officers Modernization Lending Design 448

Housing Wire

AUGUST 31, 2022

Reggora is facing the issues surrounding modern appraisals head-on with its industry-leading Reggora Appraisal Management Platform. According to STRATMOR research, 1 in 8 closings is delayed due to the appraisal, and issues with the appraisal are cited in nearly 6% of cases when the borrower walks away from a loan.

Appraisal 370

Appraisal Loan Officers Modernization Appraisal Process 370

Housing Wire

MARCH 5, 2025

I’m going to start by making Rate the absolutely best place for every single loan officer to work at figuring out ways in which we can develop them, give them all the skills, the coaching , the mentoring and the tools, so they can have an amazing business, but also better serve all their clients and all their partners.

Loan Officers 435

Loan Officers Clients Business Technology 435

Housing Wire

MARCH 12, 2025

This is AI meets modern home financing and its transforming the way people buy homes, Lane Hornung , co-founder and CEO of zavvie, said in a statement. Our new platform brings unprecedented speed and certainty to home financing, helping loan officers and their clients win more deals.

Finance 217

Finance Loan Officers Real Estate Agent Modernization 217

Appraisal Buzz

JANUARY 10, 2025

In the modern mortgage industry, lenders are not just setting themselves apart on who has the best Super Bowl ad or the biggest branch footprint, but increasingly also on their approach to technology. Today, technology is driving differentiation across the customer experience, loan officer experience, and overall operational efficiency.

Architecture 397

Architecture Mortgage Technology Modernization 397

Housing Wire

OCTOBER 1, 2022

The DOJ said that all of Lakeland’s branches were located in majority-white neighborhoods and that its loan officers did not serve the credit needs of Black and Hispanic neighborhoods in and around Newark. Lakeland, a community bank, operates 68 branches in northern New Jersey and in New York’s Hudson Valley.

Loan Officers 435

Loan Officers Law Lending Advertising 435

Housing Wire

JULY 19, 2022

However, the lenders and loan officers who will be most successful in the second half of 2022 will be those who pivot quickly, understanding both the nuances of the market and the best strategies to help solve problems for today’s homeowners, homebuyers, homesellers, Realtors and financial advisors.

Mortgage 448

Mortgage Loan Officers Technology Real Estate 448

Housing Wire

MARCH 1, 2023

Total Expert provides customer engagement solutions for more than 175 modern financial institutions, unifying data, marketing, sales, and compliance solutions.

Real Estate Agent 370

Real Estate Agent Technology Open Houses Loan Officers 370

Housing Wire

OCTOBER 10, 2022

Amid the landscape, Lower, according to LeBerth, “continues to invest in technology to build the most modern home finance solution for our channels, and despite the headwinds, we’ve increased market share 25% year-over-year.”. According to the mortgage data platform Modex , Lower originated a total volume of $5.66

Retail 418

Retail Loan Officers Modernization Training 418

Housing Wire

JANUARY 7, 2025

Good loan officers are what will help our business grow in a big way, and we try to support our loan officers in a way that they can generate their own business and not become reliant on leads. said that connecting with borrowers in a substantive way begins with the salesperson they first come into contact with.

Clients 370

Clients Mortgage Loan Officers Real Estate Agent 370

Housing Wire

AUGUST 6, 2024

In joining Lower, he will report to chief production officer Randell Gillespie to execute plans for “transforming the modern mortgage experience for consumers and industry professionals,“ according to a company statement.

Lending 448

Lending Loan Officers Modernization Mortgage 448

Housing Wire

MARCH 25, 2021

In short, their AI platform, which is built on aggregated loan data from its network, allows loan officers, processors and underwriters to offload manual, arduous tasks. It’s a big market they’re targeting, too: community lenders represent 50% of $4 trillion U.S. mortgage market. .

Mortgage 448

Mortgage Lending Technology Loan Officers 448

Housing Wire

MARCH 11, 2025

Were excited to invest in Tomo and to support their mission to modernize the home buying experience, Erwin Raeth, corporate development leader at Progressive Insurance, said in a statement. and it has existing offices in Detroit and Seattle. The companys tech-driven approach to lending is proving attractive to investors.

Mortgage 360

Mortgage Investors Insurance Loan Officers 360

Housing Wire

MARCH 14, 2024

Lisa Moriello “Any loan officer can run a report in their own database to calculate when someone’s date of birth hits that prime age [for a reverse mortgage],” Moriello said. But modern classes of financial planners generally seem to be more open to conversations, based on Moriello’s conversations.

Mortgage 448

Mortgage Clients Loan Officers Tools 448

Housing Wire

JANUARY 4, 2024

A lot was built around those foundational technologies for what we have today in the Mello system, in the stack that our loan officers love and appreciate. You’ve got to be very rigorous about how you handle that debt and how you handle ongoing modernization of the platforms that your business depends on.

Technology 450

Technology Loan Officers Modernization Supply Chain 450

Housing Wire

NOVEMBER 22, 2023

Editor in Chief Sarah Wheeler sat down with Scot Rose , CIO at Class Valuation , to talk about innovation in the appraisal space and how the technology being deployed for appraisal modernization can actually protect appraisers. This interview has been edited for length and clarity. Everybody is affected by the appraisal process.

Appraisal 448

Appraisal Technology Modernization Real Estate Agent 448

Housing Wire

NOVEMBER 23, 2022

According to Cameron, the recent downturn has delivered the biggest and fastest rate increase in modern history — and the sharpest volume and revenue decrease the mortgage business has ever seen. Since relaunching operations, Interfirst also hired teachers and first responders to be loan officers.

Marketing 397

Marketing Loan Officers Business Mortgage 397

Housing Wire

FEBRUARY 28, 2023

Now is the time for lenders to decide: Do I want to remain in a closed ecosystem of antiquated technology, or do I investigate the new, most modern provider that is finally doing things differently? As far as the pricing engine, loan officers have historically been left to navigate an experience that is subpar and insufficient.

Mortgage 370

Mortgage Architecture Technology Modernization 370

Appraisal Buzz

SEPTEMBER 10, 2024

He and his team modernized Sagent’s technology by bringing its platforms to the cloud and building a single data and user experience across the servicing lifecycle. Sogorka fostered strong relationships with many large mortgage servicers, gaining an in-depth view of the home loan process from origination through servicing.

Technology 397

Technology Clients Tools Loan Officers 397

Housing Wire

JUNE 29, 2022

Loan officers must understand what modern millennial and Gen Z homebuyers want from their lenders. For mortgage professionals looking to buoy their loan volume through the rest of the year and beyond, understanding the motivations, behaviors and the barriers to entry for these borrowers will only become more vital for success.

Loan Officers 459

Loan Officers Mortgage Modernization Business 459

Housing Wire

SEPTEMBER 8, 2022

Mike is an experienced mortgage loan officer. In 2000, Mike’s company used a CRM capable of automating the marketing for its loan officers. Modern technology is often written to help power users get more out of the tools. Just look at modern graphic arts software. Mike Jameson doesn’t think this, however.

Business 459

Business Marketing Technology Tools 459

Housing Wire

AUGUST 17, 2022

Meanwhile the mobile app Nexus Engagement, which connects borrowers, loan officers and real estate agents, aims to capitalize on customers’ pre-application phase to convert more leads to closed loans. Its core features include an integrated home search, loan payments calculator and the ability to begin a loan application.

Lending 370

Lending Real Estate Agent Real Estate Technology 370

Appraisal Buzz

MAY 23, 2024

Truity Credit Union , a member-owned credit union with locations in Oklahoma, Kansas and Texas, is using Dark Matter’s Empower loan origination system to provide loan officers and members a modern, mobile-friendly experience across home purchase, refi, home-equity and construction loan originations.

Loan Officers 195

Loan Officers Modernization Construction Lending 195

Housing Wire

OCTOBER 6, 2020

Part of the reason efficiencies from the emerging digital mortgage did not, and still have not, fully translated in the back-office is due to the trust that comes along with the wide-adoption of any new technology. Borrowers were not comfortable turning over their credentials to loan officers or processors.

Technology 476

Technology Mortgage Investors Investing 476

Housing Wire

NOVEMBER 7, 2024

The company’s retail channel saw a 38% improvement from Q2 to Q3 as measured by production per loan officer. October was FOA’s “largest submission and funding month of 2024,” Sieffert added. She said that the July consolidation of the FAR and AAG brands has proven successful.

Modernization 370

Modernization Finance Advertising Loan Officers 370

Housing Wire

JUNE 30, 2021

By writing and maintaining all of the code along with investing heavily in putting together a world class modern IT infrastructure that efficiently leverages a mix of modern technologies like the public cloud and API based software architectures, UWM has been able to turn on a dime and stay well ahead of shifts in the market utilizing technology.

Tools 321

Tools Training Technology Modernization 321

Housing Wire

JANUARY 14, 2022

HomeSmart, like Compass , Keller Williams , eXp and other brokerages, states it has unique technology to modernize real estate. The company generated $478 million revenue in the first nine months of 2021 – a figure that includes what income is earned by their independent contractor agents, and posted a $2.3

Brokerage 448

Brokerage Real Estate Agents Loan Officers 448

Appraisal Buzz

MAY 3, 2024

Patelco is California’s fourth-largest credit union mortgage lender by number of loans closed annually. The credit union’s 214 loan officers will use the Empower LOS to originate retail home loans, home-equity loans and home-equity lines of credit (HELOCs).

Loan Officers 195

Loan Officers Modernization Retail Tools 195

Housing Wire

OCTOBER 3, 2022

When it comes to origination, modernization is key to enhancing the customer experience, improving overall cycle times and increasing overall profit. The system also provides management reporting on user productivity and loan metrics derived from a beginning-to-end workflow that can reduce costs and manual tasks.

Technology 370

Technology Loan Officers Modernization Retail 370

Housing Wire

SEPTEMBER 30, 2020

Lenders who want to move away from a frustrating, one-size-fits-all approach to origination need a modern solution that helps streamline processes while maintaining compliance. The Origence Mortgage Platform is an end-to-end lending platform that puts the power of modern technology in lenders’ hands, enabling them to close more loans, faster.

Lending 217

Lending Modernization Mortgage Technology 217

Appraisal Buzz

JULY 9, 2024

Our new name is a natural progression that aligns with our mission to simplify and modernize the mortgage process for our customers and partners.” The new name, “Rate,” is a concise, modern identity that encapsulates the company’s mission to provide efficient and straightforward financial solutions powered by best-in-class technology.

Modernization 195

Modernization Technology Loan Officers Insurance 195

Housing Wire

FEBRUARY 10, 2025

The Mortgage Bankers Association (MBA) has already indicated that many of its reform recommendations for loan officer compensation and RESPA modernization are on hold, pending further regulatory clarification. This means lenders cannot afford to relax compliance programs under the assumption that oversight has disappeared.

Modernization 251

Modernization Legal Lending Loan Officers 251

Housing Wire

JUNE 2, 2023

This resolution makes clear our commitment to holding banks and financial institutions accountable for modern-day redlining while ensuring access to fair lending in communities of color.” “When banks engage in redlining, they perpetuate existing patterns of segregation and widen the racial wealth gap in our country.

Lending 321

Lending Advertising Design Loan Officers 321

Housing Wire

DECEMBER 15, 2021

HousingWire recently spoke to Finance of America Mortgage President Bill Dallas about viable alternative options for homebuyers and the innovative products FAM offers to meet the unique financial needs of today’s modern borrowers. Loan officers and brokers need to reconnect with past clients and show their value.

Finance 418

Finance Construction Law Inventory 418