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Fintech Hunting

Fintech Hunting

By Hosted By Michael Hammond
The podcast host will be Michael Hammond JD, CMT, keynote speaker, author and founder of NexLevel Advisors. Join Michael as he seeks out will tech visionaries, leading lenders, trailblazing executives, and other Financial influencers to bring you actionable insights and lead generation tactics all centered around industry greatness and success.
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Fintech Hunting Episode #43 with the incredible Eric Kujala, Director of Product Marketing at Ellie Mae

Fintech Hunting

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Fintech Hunting Special Edition Episode #138 Take Over by the Amazing Dalila Ramos President of Love and Tacos Media
Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. 聽This is a special Fintech Hunting take-over with Dalila Ramos . 聽Our guest is a 25+ yr Mortgage Executive, Growth Coach, Audience Developer, LinkedIn Strategist, Podcaster, Epic Content Creator, TechTrendsetter, Lending Luminary, and named one of the Most Connected. 聽Please welcome Michael Hammond, Host of the Fintech Hunting podcast and Founder of NexLevel Advisors. In this episode, we flip the script and discuss: 馃帣How Michael got started in the mortgage industry and your marketing expertise 馃帣Importance of Putting yourself out there, personal branding 馃帣The passion for giving back and adding value to others 馃帣Sharing your story and bringing on the next generation of leaders in the mortgage industry 馃帣How marketing technology has evolved over the years 馃帣The power of social media and how to grow and enhance relationships, and so much more.
32:52
August 03, 2022
Fintech Hunting Episode #137 with the amazing Rob Bayer President at Anamoly Squared.
Ladies & Gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an incredible one for you today. 聽He is an industry thought leader, Call Center expert, and extremely well respected in financial services. 聽Please help me welcome Rob Bayer, President at Anamoly Squared. 馃帣Current market conditions 馃帣The cycle of Frustration:聽Customer frustration leads to employee frustration, which leads to increased customer frustration, which leads to high employee turnover and low customer retention rates. 馃帣Bad Customer Service:聽Looking at it from a consumer's point of view, typically, the most frustrating aspect of a bad customer experience is simply not being able to reach a human being on the phone. 馃帣What can focus on improving customer service do for your company? - Increased customer loyalty - Improved LO retention - Improved company culture - Increased revenue 馃帣 The value of outsourcing call center activities 馃帣 Technology's Role in successful call centers and so much more.
21:15
July 27, 2022
Fintech Hunting Episode #136 Mark Weaver Principal, Business Development Real Estate Tech Solutions, CoreLogic
Ladies & Gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an incredible for you today. 聽He is an industry thought leader, PropTech expert, and extremely well respected in financial services. Please help me welcome the amazing Mark Weaver, Principal, Business Development Real Estate Tech Solutions, CoreLogic聽 馃帣Tell us a little bit about yourself professionally. What do you do for CoreLogic? 馃帣CoreLogic has been around for a while and supports many legacy businesses, so how heavily is the company involved in the Proptech space? 馃帣What does foundational support of the Proptech space look like? 馃帣Why do you think that data and analytics are becoming more important than solutions in the property industry? 馃帣Are there any category-leading businesses that CoreLogic supports? What have you learned about the needs of this growing industry from being a data provider for these instrumental businesses? 馃帣Many prospective buyers may not realize that Proptech companies frequently purchase homes, further exacerbating tight inventory conditions. Now that corporations and Wall Street are also competing in the same market as Joe next door for homes, what does that mean for homebuyers and especially first-time homebuyers? What does this mean for the market? 馃帣Do you think that the traditional real estate ecosystem will exist alongside the nascent Proptech industry? How? Why is it important to establish an equilibrium between these two different approaches to the property market? And so much more.
21:47
July 20, 2022
Fintech Hunting Episode #135 with the incredible Sue Woodard Mortgage and FinTech Evangelist, Public Speaker, Senior Advisor to Total Expert
Ladies & Gentlemen welcome to a new episode of the Fintech Hunting Podcast we have an incredible guest for you today. 聽She is an industry thought leader, trailblazer, engagement expert, networking guru, and extremely well respected in the mortgage industry. Please help me welcome the amazing Sue Woodard Senior Advisor to Total Expert 馃帣It was great seeing you in Tampa for the 20/20 Vision for Success Summit 馃帣Let鈥檚 start with current market conditions and what you are seeing 馃帣The Need for Digital Adoption is Heating Up 馃帣The reality check from the market is causing lenders to analyze their current processes, including technology and how it is and isn鈥檛 being used by teams. 馃帣Why tackle engagement now? Don鈥檛 let previous engagement challenges stymie your efforts. Given current market conditions, LOs may be more ready than ever to adopt tech and try new things. 馃帣Six Keys to Tech Engagement & Adoption
29:16
July 13, 2022
Fintech Hunting Episode #134 with the Amazing Josh Friend Founder & CEO Insellerate
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽Our next guest is a repeat guest and has some of the most listened-to Fintech Hunting episodes. 聽He is an industry thought leader, trendsetter, Vanguard award winner, one of the most connected in the mortgage industry, technology evangelist, and automation expert please help me welcome Josh Friend Founder & CEO at Insellerate. 馃帣What industry trends are you seeing? 馃帣One comprehensive platform for all lending channels- Retail, Consumer Direct, Wholesale, TPO, Reverse 馃帣Let鈥檚 talk about your new product launch AgentConnect 馃帣Importance of real estate agent outreach and how innovation is transforming that outreach 馃帣Native mobile applications 馃帣Power of technology to help lenders close more loans, and so much more.
28:27
July 06, 2022
Fintech Hunting Episode #133 with Mike Darne Vice President Marketing at CreditXpert
Ladies & Gentlemen welcome to a new episode of the Fintech Hunting Podcast we have an incredible for you today. 聽He is an industry thought leader, credit expert, extremely well respected in financial services. Please help me welcome the amazing Mike Darne Vice President Marketing at CreditXpert 馃帣Before we start discussing all things credit tell our listeners a little about yourself and how you got into the financial services? 馃帣Current market conditions. 馃帣Housing afforabbility 馃帣Mortgage Credit Potential Index MCPI 馃帣how MCPI helps lenders help borrowers get the best possible rate (better credit score generally equals better rate). 馃帣Technologies role 馃帣How can people get more information about the Mortgage Credit Potential Index?
19:49
June 29, 2022
Fintech Hunting Episode #132 with the amazing Paul Gigliotti COO Pinnacle Home Loans & Executive Board Member & co-founder of Axis Lending Academy.
Our guest is an industry trailblazer, thought leader, moderator at CMBA Innovators, and extremely well respected for all that he does for the mortgage industry. 聽Please help me welcome the amazing Paul Gigliotti COO Pinnacle Home Loans & Executive Board Member & co-founder of Axis Lending Academy. 聽 路 聽Before we start discussing all of the wonderful things happening at the Axis tell our listeners a little about yourself and how you got into the mortgage industry? 路 聽Let鈥檚 start by discussing current market conditions. 路 聽How important is it to bring along the next generation of mortgage leaders? 路 聽Why is that so important to you? 路 聽Tell us about Axis Lending Academy 路 聽How can people get more information about all of the great things that you guys are doing to add value to the mortgage industry and so much more.
23:46
June 22, 2022
Fintech Hunting Episode #131 with the amazing Julian Sado EVP Learning & Development at EPM
Our next guest has a wealth of financial industry expertise, he is an Author, Speaker, Licensed NLP Practitioner, and Behavioral Coach. 聽In this episode we discuss: 馃帣Back to LIVE conferences 馃帣Industry trends? 馃帣Why its important to lean in, in today's market聽 馃帣Culture as a competitive advantage 馃帣Technologies role in employee development 馃帣What is on the horizon for the mortgage industry expect in 2022 and so much more.
23:55
June 08, 2022
Fintech Hunting Episode #130 with the incredible Chad Gallison Director of Call Center Technology at Anomaly Squared
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽He is a dialer expert and guru, technology evangelist, specializes in borrower outreach. 聽Please help me welcome Chad Gallison Director of Call Center Technology at Anomaly Squared In this episode we discuss: 馃帣 Speed to Lead and what it is - Optimizing your system to reach leads quickly - Using more methods than just phone calls (SMS, Email, etc.) - Setting up all聽methods to generate an inbound call 馃帣Contact Rate and what it is - Why you should never stop after one attempt to contact a lead - Finding a balance between being aggressive and not irritating the prospect - Testing to find the best cadence and timing between touches - Importance of being able to adjust and change as needed (Don't just set and walk away) 馃帣How to improve both - Test everything
19:47
June 02, 2022
Fintech Hunting Episode #129 Kelcey Brown Chief Strategy Officer /EVP WebMax
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽He is an industry thought leader, and technology evangelist, who specializes in delivering better borrower experiences. 聽Please help me welcome Kelcey Brown Chief Strategy Officer /EVP WebMax 馃帣What are some of the challenges that lenders are facing today? 馃帣Importance of delivering a great borrower experience. 聽How? 馃帣What is technology鈥檚 role in making that happen? 馃帣What鈥檚 new at WebMax? 馃帣What do you see on the horizon for 2022?
22:47
May 25, 2022
Fintech Hunting Episode #128 with the incredibly insightful Dan Bailey SVP at WFG Lender Services
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have an incredibly insightful 聽guest for you today. 聽He is a technology evangelist, thought leader, and extremely knowledgeable in all this mortgage. 聽Please help me welcome Dan Bailey SVP at WFG Lender Services 馃帣Over the last several months refinance volumes have dropped significantly and we鈥檙e seeing a resurgence in interest in home equity offerings. What are the market conditions that are driving this shift? 馃帣To level set, how does a home equity loan differ from a cash out refinance? 馃帣What are the differences between home equity loan types? (HELOC vs. standard home equity loans) 馃帣What solutions does WFG Enterprise Solutions offer for home equity lending? 馃帣How are WFG鈥檚 home equity solutions different from other solutions in this segment? 馃帣Why should home equity lenders partner with WFG for their home equity? 馃帣What else would you like home equity lenders to know about WFG?
20:52
May 11, 2022
Special Fintech Hunting Day 2 LIVE from the CMBA Innovators Conference
Join us for this special episode of the Fintech Hunting Podcast LIVE from Anaheim, California for DAY 2 of the CMBA Mortgage Innovators Conference. 聽We are interviewing leading lenders, tech visionaries, movers and shakers in the mortgage industry to deliver the latest trends, insight and technology solutions that are impacting our constantly changing mortgage market. Don't miss Day 2 Insights.
01:12:23
May 04, 2022
Special Fintech Hunting Episode LIVE from the CMBA Innovators Conference
Join us for this special episode of the Fintech Hunting Podcast LIVE from Anaheim California at the CMBA Mortgage Innovators Conference. 聽We are interviewing leading lenders, tech visionaries, mover s and shakers in the mortgage industry to deliver the latest insights and trends that are impacting our constantly changing industry. Don't miss these latest insights.
46:42
May 03, 2022
Fintech Hunting Episode #127 with the absolutely amazing Dalila Ramos, Host of Taco Tuesday's
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have an amazing 聽guest for you today. 聽She is a Host of Taco Tuesdays, is a Diversity & Inclusion Evangelist, a brand ambassador for companies within financial services and passionate about connecting people with their next employment opportunity. 聽Please help me welcome Dalila Ramos. Dalila 聽welcome back to the show. 路 聽Let鈥檚 start with the current market condition and what you are seeing in the marketplace? 路 聽Why are you so passionate about diversity and inclusion? 路 聽Let鈥檚 talk about your new endeavor. 路 聽How does taco Tuesday鈥檚 provide a vehicle for companies to not only gain brand visibility but also enhance recruiting efforts? 路 聽The power of connection and networking both digitally and in-person 路 聽Let鈥檚 talk about the importance of our faith and how faith and business do not need to be mutually exclusive and so much more 路 聽How can people get a hold of you? 聽loveandtacosmedia@gmail.com; www.loveandtacosmedia.com
26:09
April 27, 2022
Fintech Hunting Episode #126 with the amazing Veronica Nguyen is Co-founder and Executive Vice President of BeSmartee, Inc.,
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽She is a technology evangelist, a company founder, Mother and instrumental in delivering a great customer experience on the point of sale. 聽Please help me welcome Veronica Nguyen is Co-founder and Executive Vice President of BeSmartee, Inc., 路 聽How did you get into the mortgage business? 路 聽聽Veronica's background 路 聽- Motherhood as a founder of a leading edge technology company 路 聽- BeSmartee's聽beginnings/founding story 路 聽Biggest challenges you are seeing in industry 路 聽What is technologies role in solving for those challenges and so much more...
22:50
April 20, 2022
Fintech Hunting Episode #125 with the incredible Josh Lehr Director of Technology Alliances at Total Expert.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽He is a technology evangelist, and is passionate about building strategic relationships with industry leaders in the mortgage space. 聽Please help me welcome Josh Lehr Director of Technology Alliances at Total Expert. In this episode we discuss: 馃帣How did you get into the mortgage business? 馃帣How top lenders leverage data and insights to impact business 馃帣2022 opportunities for lenders given that rates are rising and refinances decreasing 馃帣Biggest opportunities to grow relationships with current customers 馃帣How to drive technology adoption 馃帣What to look for when selecting a tech partner and so much more
22:48
April 13, 2022
Fintech Hunting Episode #124 with the amazing Eric Kujula, VP of Product Marketing ICE Mortgage Technology.
Welcome to a new episode of the Fintech Hunting podcast. 聽We have a very special guest for you today. 聽He has appeared on the podcast multiple times, always provides great insights and has some of the most listened to episodes . 聽He is a technology expert, one of the best networker鈥檚 in our industry, we sit on boards together, and all around great person, 聽Please help me welcome Eric Kujula, VP of Product Marketing ICE Mortgage Technology. It was great seeing you in Las Vegas for the ICE Technology conference. 聽Firstclass all the way around, great speakers, incredible breakout sessions. 聽What were some of your key takeaways from the conference? Margin compression, Leveraging equity solutions, shift to purchase Technology trends- Automation, AI, Machine learning 2023 ICE Technology Conference info What do you think is in store for the rest of 2022 in the mortgage industry? and so much more.
27:45
April 06, 2022
Fintech Hunting Episode #123 with the incredible Steve Ton, Senior Loan Officer at Aviator Home Loans powered by Edge Home Finance Corp
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽He is an origination specialist, veteran, technology evangelist, and is passionate about automating the lending process. 聽Please help me welcome Steve Ton, Senior Loan Officer at Aviator Home Loans powered by Edge Home Finance Corp In this episode we discuss: 馃帣How Steve got into the mortgage business? 馃帣His background in the military and your desire to help veterans. 馃帣What are some of the biggest pain points that lender are trying to address today?? 馃帣The power of automation? 馃帣How to find the right solutions. and so much more.
27:06
March 23, 2022
Fintech Hunting Episode #122 with the amazing Lisa Schreiber, President of LSK Consultants
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽She is an industry thought leader, technology evangelist, specializes in automating the lending process and an expert at strategic consultation. 聽Please help me welcome Lisa Schreiber, President of LSK Consultants It is great to have you back you always provide a wealth of information and insights. 馃帣Let鈥檚 start with the current market conditions and what you are seeing? 馃帣What are some of the biggest pain points that lenders are trying to address today?? 馃帣What is technologies role in try to solve for those challenges? 馃帣What do you see on the horizon for the rest of 2022? 馃帣Tell me about LSK Consultants and so much more
20:46
March 16, 2022
Fintech Hunting Episode #121 with the insightful John Rogers Chief Innovation Officer at CoreLogic.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have an amazing guest for you today. 聽He is a innovation expert, a thought leader, with a wealth of industry knowledge and expertise.. 聽Please help me welcome John Rogers Chief Innovation Officer at CoreLogic. 聽 In this episode we discuss: 路 聽How John got into the mortgage and real estate industry? 路 聽What are some of the trends that you are seeing in the market? 路 聽In a shrinking market, how can lenders leverage new lending models, such as the use of data and automation to remain competitive. 路 聽What are to you seeing lenders looking for as it relates to data in today鈥檚 market? 路 聽What differentiates Corelogic?
21:02
March 09, 2022
Fintech Hunting Episode #120 with the incredible Jaki Fanelli, Automation Architect at Equity Prime Mortgage EPM.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have an incredible guest for you today, she is an expert in mortgage technology, a guru in mortgage automation, she still originates loan every once in a while, awarded the Ellie Mae Hall of Fame for Excellence in Compliance Automation, please help me welcome Jaki Fanelli, Automation Architect at Equity Prime Mortgage EPM. 聽 馃帣For those of our listeners that don鈥檛 know you how did you get into the mortgage industry? 馃帣Let鈥檚 talk about your passion to save time and automate, where did that come from? 馃帣As an automation guru- 聽talk to me about the connection between, technology, workflow efficiency, and ROI? 馃帣Let鈥檚 discuss a topic that I believe is so critical to growth in the industry and that is mastering the art of manufacturing of a loan. 聽In Your view how important is it to unify the manufacturing process company? 馃帣Let鈥檚 discuss automation and underwriting? 馃帣Lets talk about mentorship and the importance of bringing on the next generation of tech leaders in our industry, and so much more
21:58
March 02, 2022
Fintech Hunting Episode #119 with the incredible Steve Schachter. President, sourcepoint.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽He is an industry thought leader, tech innovator expert driving brand adoption and distribution. 聽Please help me welcome Steve Schachter. President, sourcepoint. where we discuss: 馃帣Steve's Career background, different from most people in the industry (Wine & Spirits Industry).聽 Any similarities? 馃帣Sourcepoint is considered a Technology Enabled Mortgage Services Company.聽 Does that mean you consider yourselves a Fintech? More broadly, how do you view Fintechs and their impact on the US Mortgage industry? 馃帣M&A.聽 Sourcepoint just acquired The Stonehill Group.聽 What was your thesis for this acqusition and how do you think about M&A in general? 馃帣We're 45 days into 2022.聽 It's shaping up to be very different from the last 2 years.聽 What's your view?聽 How are you planning for the change in the market? and so much more.
23:41
February 23, 2022
Fintech Hunting Episode #118 with the amazing Ashley Wood Vice President of Mortgage Verification Services at Equifax.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have an amazing guest for you today. 聽She is a verification expert, a thought leader, with a wealth of industry knowledge and expertise.. 聽Please help me welcome Ashley Wood Vice President of Mortgage Verification Services at Equifax. 馃帣Let鈥檚 start with how you got into the mortgage and real estate industry? 馃帣Second month of the year-- What are you seeing in the housing market? What are some predictions? 馃帣In a shrinking market, how can lenders leverage new lending models, such as the use of data to remain competitive. 馃帣From an affordability stance, what do these rising interest rates, a seller鈥檚 market, and potentially still higher prices for homes mean for a first-time homebuyer? 馃帣While there鈥檚 a push for faster information, there鈥檚 an equal push for making less risky decisions on the lender side. This can be challenging for lenders, especially since individuals needing credit may be looking to receive a loan immediately. How can lenders navigate this? 馃帣There are a lot of players entering the verification space. What differentiates The Work Number?What can we expect for the rest of the year? and so much more.
21:20
February 16, 2022
Fintech Hunting Episode #117 with the incredible Rob Bayer President at Anomaly Squared
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽He is an industry expert, a thought leader, call center extraordinaire, and engagement expert. 聽Please help me welcome Rob Bayer President at Anomaly Squared where we discuss: 馃帣Rob's career and background in call centers. 馃帣Why are call centers so important in the mortgage industry? 馃帣In today鈥檚 changing mortgage market why does every lead matter and more importantly what can lenders do about it? 馃帣Let鈥檚 talk about caller ID management and after close care. 馃帣Tell people about anomaly squared 馃帣What do you anticipate 2022 looking like for the mortgage industry? and so much more.
23:42
February 09, 2022
Fintech Hunting Episode #116 with the amazing Marvin Colon Chief Content Creator at Mortflix Media.
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have an amazing guest for you today. 聽He is a realtor, originator, an industry expert, a thought leader, fellow podcaster, and evangelist for delivering high quality content in new and dynamic ways. 聽Please help me welcome Marvin Colon Chief Content Creator at Mortflix Media where we discuss: 馃帣How Marvin you got into the mortgage and real estate industry? 馃帣The power of video and the impact that it is having on the mortgage industry? 馃帣Explain what MortFlix is? 馃帣What type of content is available? 馃帣What does Mortflix have in store for 2022?
20:52
February 02, 2022
Fintech Hunting Episode #115 with the incredible Mark Hayden, Certified Mortgage Advisor, NEXA Mortgage
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽He is an industry thought leader, leading loan officer, coach & mentor. 聽Please help me welcome Mark Hayden, Certified Mortgage Advisor, NEXA Mortgage as we discuss in this episode: How Mark got started in the mortgage business? What are some of his big take aways from 2021? What are some of the biggest challenges that borrower are facing today? What is technology鈥檚 role in delivering a better borrower experience? Importance of coaching and mentoring? What does Mark see on the horizon for 2022? and so much more.
17:47
January 26, 2022
Fintech Hunting Episode #114 with the amazing Tim Nguyen, Co-Founder & CEO at BeSmartee
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽He is an industry thought leader, technology evangelist, specializes in delivering better borrower experiences. 聽Please help me welcome Tim Nguyen, Co-Founder & CEO at BeSmartee where we discuss: 馃帣Tim's background in mortgage technology? 馃帣What are some of the challenges that lenders are facing today? 馃帣Importance of delivering a great borrower experience? 聽and How? 馃帣What is technology鈥檚 role in making that happen. 馃帣What鈥檚 new at BeSmartee? 聽(Acquistion) 馃帣What do you see on the horizon for 2022?
24:40
January 19, 2022
Fintech Hunting Episode #113 with the amazing Grant LaViale, Area Manager Caliber Home Loans
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽He is an industry thought leader, leading originator, coach & mentor, business development expert. 聽Please help me welcome Grant LaViale, Area Manager Caliber Home Loans 馃帣How did you get started in the mortgage business? 馃帣What are some of your big take aways from 2021? 馃帣What are some of the biggest challenges that borrower are facing today? 馃帣What is technology鈥檚 role in delivering a better borrower experience? 馃帣Importance of coaching and mentoring? 馃帣Let鈥檚 discuss the importance of building a dynamic culture? 馃帣What do you see on the horizon for 2022?
23:34
January 12, 2022
Fintech Hunting Episode #112 with the incredible Faith Murphy Agent Success Manager Go Mortgage
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽She is an industry thought leader, a Certified Mortgage Banker, expert at industry engagement, Realtor. 聽Please help me welcome Faith Murphy, Agent Success Manager Go Mortgage in this episode we discuss: 馃帣How did you get started in the mortgage business? 馃帣What are some of your big take aways from 2021? 馃帣What are some of the biggest challenges that agents are facing today? 馃帣The power of engagement and the use of video 馃帣What is technology鈥檚 role in delivering a better agent & borrower experience? 馃帣What do you see on the horizon for 2022? Here is the link to the upcoming webinar that Faith mentioned during the podcast https://us06web.zoom.us/webinar/register/WN_Vn_U-tCbQ3aW-QnS3hG1MA
22:04
January 05, 2022
Fintech Hunting Episode #111 with the amazing Nick Rutherford, VP McGlone Mortgage Group
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽He is an industry thought leader, technology evangelist, specializes in automating borrower outreach and streamlining the lending process. 聽Please help me welcome Nick Rutherford, VP McGlone Mortgage Group 馃帣How did you get started in the mortgage business? 馃帣What are some of your big take aways from 2021? 馃帣Understanding the different consumer direct approaches? 馃帣Critical question to ask and understanding regarding implementation? 馃帣What are ways that lenders can automate borrower engagement? 聽Why is that so important? 馃帣Talk to me about the technology that makes that happen and important of it fitting within your tech stack? 馃帣What do you see on the horizon for 2022? and so much more
24:40
December 15, 2021
Fintech Hunting Episode #110 with the incredible Jeff Thomas Senior Loan Officer at Atlantic Coast Mortgage
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a wonderful guest for you today, a top performing loan officer, he helps real estate professionals market and grow their business, industry thought leader, and just an overall great guy, please help me welcome Jeff Thomas, Senior Loan Officer at Atlantic Coast Mortgage 馃帣 For those of our listeners that don鈥檛 know you how did you get into the mortgage industry? 馃帣What are some of the highlights and trends from 2021 in lending? 馃帣What are some of the biggest challenges that loan officers face today? 馃帣How important is it to build and foster realtor relationships in today鈥檚 market? 馃帣What advice would you share with a potential borrower looking to get a loan? 馃帣What do you expect in 2022. and so much more. 聽Listen now.
28:08
December 08, 2021
Fintech Hunting Episode #109 with the amazing Calla Casanova, Product Marketing at Insellerate
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽She is an industry thought leader, extremely knowledgeable on the tech and innovation side of the business, an expert in creating customers for life. 聽Please help me welcome Calla Casanova, Product Marketing at Insellerate On this episode we discuss: 馃帣Calla's background in technology and customer experience. 馃帣Her take on live events and virtual events in 2021 馃帣With many experts predicting rates to increase and volumes to decline in 2022 how important is creating customers for life for Lenders? 馃帣Talked to me about the Insellerate Customer for Life Program 馃帣What do you see on the horizon for 2022 and so much more. WHAT IS INSELLERATE? WE HELP LENDERS CLOSE MORE LOANS BY CREATING CUSTOMERS FOR LIFE. 聽We Bring Lenders, Borrowers And Referral Partners Together The average borrower will get 7 to 11 loans over their life-time, but less than 15% of those borrowers go back to their original lender for their next loan. We鈥檙e here to change that. Insellerate is a highly scalable, configurable, and modern platform that accelerates the sales process and generates repeat business. Built by mortgage professionals, the Insellerate platform has full CRM functionality with built-in Lead management and automated marketing. Lenders can improve both the borrower and loan officer experience with multi-channel communication, leveraging tools such as phone, text messaging, email, direct mail, retargeting, and customer engagement.
20:11
December 01, 2021
Fintech Hunting Episode #108 with the incredible Eric Kujala, VP Product Marketing at Ice Mortgage Technology
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have a very special guest for you today. 聽He is an industry thought leader, social influencer, expert in industry automation, one of the best networkers I know, and dear friend. 聽Please help me welcome Eric Kujala Vice President, Product Marketing at ICE Mortgage Technology 馃帣As the year is winding down are were some of the key take aways for you from 2021? 馃帣What are some of the key pain points that lenders are trying to address? 馃帣What is on the horizon for 2022? 馃帣Let鈥檚 talk about ICE Experience conference coming in March and so much more.
34:14
November 24, 2021
Fintech Hunting Episode #107 with the amazing Brian Vieaux, CMB President & COO at FinLocker
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have an amazing guest for you today. 聽His Fintech Hunting episodes are some of the most listened to episodes ever. 聽He is an industry expert, a thought leader, fellow podcaster, and evangelist for educating consumers on their financial health while creating transparency throughout the mortgage process. 聽Please help me welcome Brian Vieaux, CMB President & COO at FinLocker 馃帣Brian welcome back to the show? 馃帣Let鈥檚 start we just finished a number of LIVE industry events, what were some of your key take-aways? 馃帣FinLocker recently published a whitepaper entitled- Can Technology Solve for Inclusion in the Housing Industry and Affect Equitable Wealth Building? 馃帣What鈥檚 new at FinLocker, top priorities etc 馃帣What do you anticipate 2022 looking like for the mortgage industry? and so much more.
26:44
November 10, 2021
Fintech Hunting Episode #106 with the incredible Susan Milazzo CEO at California Mortgage Bankers Association.
Ladies & Gentlemen welcome to a new episode of the Fintech Hunting Podcast we have a very special guest for you today. 聽She is an industry trailblazer, thought leader, extremely well respected for all that she does for the mortgage industry (not just in California). 路 In this episode we discuss: getting started in the mortgage industry. 路 聽Running an organization like the CMBA during a pandemic. 聽Explain how you handled conferences, outreach etc.. 聽What role technology played in allowing you to go virtual? 路 聽The return of LIVE conferences? 路 聽Mortgage Innovators and why she chose to make it a community rather than just a conference? 路 聽What President鈥檚 Counsel is? 路 聽What鈥檚 in store for the CMBA in 2022? 路 聽How can people get more information about all of the great things that the CMBA is doing to add value to the mortgage industry and so much more. Please help me welcome the amazing Susan Milazzo CEO at California Mortgage Bankers Association. 聽
29:15
November 03, 2021
Fintech Hunting Episode #105 with the incredible Brian Abbott COO Optifunder
Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. 聽We have an amazing guest for you today, he is an industry thought leader, he specializes in executive strategy and business operations, is a tech visionary, and just an overall good guy. 聽In this episode we discuss: Background in mortgage industry & financial services 馃帣 How he got into the mortgage industry? 馃帣During the last few years there has been a huge industry-wide push to digitize the mortgage lending process. Where do things currently stand with this effort? 馃帣Tech trends/ biggest opportunities to improve mortgage process 馃帣What areas of the mortgage origination process offer the biggest opportunities for process improvement? 馃帣Tell us about optifunder. 馃帣MBA Annual and so much more with the incredible Brian Abbott COO at OptiFunder. OptiFunder is a Fully-Integrated and Automated Warehouse Management Platform for mortgage originators. OptiFunder was created to optimize where originators should fund every loan. It has since evolved to a fully integrated and automated Warehouse Management Platform. You best-ex your loan sales, now you can best-ex your warehouse funding. Until now, the funding process for independent mortgage originators has been a forgotten part of the origination process. OptiFunder revolutionizes the way originators fund loans to achieve the absolute lowest cost of funds.
21:46
October 27, 2021
Fintech Hunting Episode #104 with the amazing Joel Rickman Senior Vice President Verification Services at Equifax Workforce Solutions
JUST RELEASED- Fintech Hunting Podcast episode #104 We have a very special guest for you today. 聽He is an expert on verification solutions in financial services, has a wealth of knowledge and expertise. 聽In this episode we discuss聽 鈥 His background and how he got started in financial services. 鈥 How can lenders address more financial inclusion in mortgage lending? 鈥 How can lenders work with today鈥檚 demographic of borrowers with low, or non-existent credit scores? 鈥 How can lenders leverage technology to stay competitive as the housing market shifts? And consumer-expectation shifts? 鈥 In the midst of competition, pressure to compete in a larger market space, customer expectations--How can The Work Number help alleviate fatigue/burnout on lenders? And so much more.聽 Please help me welcome Joel Rickman Senior Vice President Verification Services at Equifax Workforce Solutions Equifax is a global data, analytics, and technology company. We believe knowledge drives progress. We blend unique data, analytics, and technology with a passion for serving customers globally, to create insights that power decisions to move people forward. 聽Headquartered in Atlanta, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe and the Asia Pacific region. It is a member of Standard & Poor's (S&P) 500庐 Index, and its common stock is traded on the New York Stock Exchange (NYSE) under the symbol EFX. Equifax employs approximately 11,000 employees worldwide.
21:44
October 20, 2021
Fintech Hunting Episode #103 with special guest F. Julian Sado EVP Learning & Development at EPM
Just Released- 聽Fintech Hunting Episode #103 Our next guest has a wealth of financial industry expertise, he is an Author, Speaker, Licensed NLP Practitioner, and Behavioral Coach. 聽In this episode we discuss: Industry trends? The importance of coaching and mentoring Understanding the impact of COVID on the workforce What drives user adoption Technologies role in employee development Talk to me about your new role with EPM. What is on the horizon for the mortgage industry expect in 2022 and so much more. Please help me welcome Julian Sado, EVP Learning & Development at EPM
19:29
October 13, 2021
Fintech Hunting Episode #102 with the amazing Heidi Belnay Partnership Manager at Reggora
Just Released- episode #102 We have an amazing guest for you today. 聽She is a community builder, expert at fostering and building industry partnerships, serves on the Women with Vision 20/20 Vision for Success Coaching Board and all around wonderful person. 聽In this episode we discuss 鈥 Her background and how you go started in financial services. 鈥 Why partnerships and collaboration so important in the mortgage industry? 鈥 What are some of the trends that she is seeing? 鈥 Here experience being on the Women with Vision board and how that is impacting the industry? 鈥 Live conferences are back, many people have mixed feelings about attending conferences, I recently ran a poll on Linkedin to find out if people were planning on attending the MBA Annual in San Diego 61% yes, 34 % no and the rest undecided? 聽Tell about the impact that live events have? 鈥 You are currently at an industry conference tell our listeners which one and why you are there. 聽Please help me welcome Heidi G. Belnay Partnership Manager at Reggora聽 Founded in 2016 and based in Boston, Reggora is a VC-backed technology company that is automating the residential valuation process. 聽聽We鈥檙e working to remove the headaches from one of the most labor-intensive and time consuming components of securing a mortgage: the appraisal. Our modern, two-sided platform for mortgage lenders and appraisal vendors streamlines the entire appraisal process to shorten turn times and upgrade the experience for everyone involved. Reggora handles payment processing, appraisal scheduling, automated underwriting, appraisal delivery, status updates, and more, creating unprecedented operational efficiency. 聽Reggora has raised over $45M in funding and is backed by investors Spark Capital and Boston Seed Capital. We鈥檙e growing fast and always hiring driven self-starters.聽
13:56
October 06, 2021
Fintech Hunting Episode #101 with the incredible Eric Skates EVP Marketing at First Option Mortgage
Don't miss episode #101. 聽We have an 聽incredible guest for you today, 聽he is a branding, PR, creative marketing expert in financial services, and community builder. 聽In this episode we discuss 鈥 His background and how he got started in the mortgage industry 鈥 Live events are now back, tell us about your experiences? 聽 鈥 What are some of the challenges that today鈥檚 mortgage marketers face? 鈥 Talk to me about the importance of building an online presence. 鈥 Tips and tricks to better borrower engagement 鈥 What is technology鈥檚 role for the modern mortgage marketer? 鈥 We talk about brand and culture and so much more, help me welcome Eric Skates EVP of Marketing at First Option Mortgage. Eric is an innovative and imaginative professional with 10+ years of experience with marketing development/strategy, organizational planning, and corporate communication. Oversee seven-figure omnichannel marketing plans including strategic digital marketing campaigns, new software integrations, marketing automation (Pardot), lead generation, social media, graphic design, blogging/vlogging, content creation, CRM campaigns, Mobile App promotions, SMS, PR, SEO efforts, web content, company culture efforts, D&I, promotional marketing and special events. Past experience includes planning and managing marketing/communication efforts within real estate and non-profits rooted in the finance, and insurance industries.
27:51
September 29, 2021
Fintech Hunting Episode #100 with the amazing Kathy Mantych, FirstClose
Don't Miss Episode 100 We have a very special guest for you today. 聽It is an incredible individual that I meet the first year I was in the mortgage business. 聽She is a recognized leader in business development, complex technology environments and strategic alliance management. She has comprehensive background spanning 30 years providing organizations with business growth strategies and leadership necessary to drive revenue and ROI. She is a friend and fellow Michigander please help me welcome Kathleen Mantych, Senior Account Executive FirstClose to the Fintech Hunting Podcast where we discuss the evolution of mortgage technology, trends in the mortgage marketplace, where can lenders improve the lending process through the use of technology, upcoming MBA Annual, and so much more.聽
32:20
September 22, 2021
Fintech Hunting Episode #99 with the amazing Josh Friend, Founder & CEO Insellerate
DON'T MISS this powerful and timely episode of the Fintech Hunting Podcast where we discuss ground breaking mortgage industry research, FREE Webinar to receive research reports, understanding lead sources, importance of contact strategies, lead management, the power of data and so much more with the amazing Josh Friend, CEO Insellerate.聽 Register here to receive FREE Research Reports聽 https://us02web.zoom.us/webinar/register/WN_dSONPauGRoKkv048w1ci5w聽 Josh is a seasoned entrepreneur whose impact on the mortgage industry at large is unmistakable from his early days to working at a mortgage company, to rising up the ranks, to running a mortgage company; he has helped thousands of people realize the dream of homeownership, has personally trained 1,000's of loan officers that are directly impacting hundreds of thousands of borrowers if not millions over his 21-year career. Josh now dedicates himself solely to helping other lenders be more successful through better borrower engagement. He is transforming the borrower and LO experience with his leading technology company Insellerate which enables lenders to achieve higher revenue goals while creating customers for life.聽 In addition, Friend is viewed as a thought leader within the mortgage and technology space and has been published numerous times in leading real estate finance publications such as Housing Wire, Tomorrow's Mortgage Executive, National Mortgage News, National Mortgage Professional, and Today's Lending Insight. He is also a recognized speaker who regularly presents at national and state mortgage association conferences. He has been a featured presenter at Lead Generation World, HW ENGAGE Marketing, CMBA Innovators Conference, Rob Chrisman Market Updates, Fintech Hunting Podcast, and the Lend, Laugh, and Eat Podcast, to name a few.
25:42
September 15, 2021
Fintech Hunting Episode #98 with special guest Marty Frame, President of West, a Williston company
Welcome to a new episode of the Fintech Hunting Podcast. 聽In this episode we have an incredible guest for you today, industry thought, tech visionary, mover and shaker in financial services, please help me welcome Marty Frame, President of WEST, a Williston Financial Group company. 聽In this episode we discuss: 馃帣His Background in mortgage industry & financial services 馃帣During the last few years there has been a huge industry-wide push to digitize the mortgage lending process. Where do things currently stand with this effort? 馃帣Why is it so difficult to transition to a digitized mortgage process? 馃帣What can be done to help move this process forward? 馃帣What areas of the mortgage origination process offer the biggest opportunities for process improvement? 馃帣What is WFG working on right now and how will it help real estate transaction participants? Marty Frame, President of West, a Williston company. 聽Marty is the president of Williston Enterprise Solutions and Technology, in which capacity he is responsible for the company鈥檚 product strategy and business operations. 聽Prior to joining WEST, he enjoyed a long career as a senior executive in the real estate and mortgage services industry at Realtors Property Resource, a subsidiary of the National Association of REALTORS, Cyberhomes, a subsidiary of Fidelity National Financial and Lender Processing Services, and REALTOR.com, a subsidiary of Move, Inc. 聽
23:37
September 08, 2021
Fintech Hunting Episode #97 with the incredible Rich Lane, Executive Producer and Host of media show; The Broker w/Rich Lane
Welcome to a new episode of the Fintech Hunting Podcast. 聽In this episode we discuss what's taking place in the current mortgage market from a brokers perspective, the importance of technology, some of the biggest challenges brokers are facing, tips on building realtor relations, the importance of relationships in the mortgage business and so much more with the incredible Rich Lane, Executive Producer and Host of media show; The Broker w/Rich Lane. Rich Lane is the Executive Producer and Host of media show; The Broker w/Rich Lane. In addition, Rich has established himself as a seasoned loan originator in the residential, commercial & private-money mortgage industry with 21+ years of experience. He frequently collaborates closely with some of the top producing real estate agents nationwide structuring loans for valued clients. Lane offers a highly-transparent, results-oriented approach that ensures his clients maximum benefit and value in their real estate financing pursuits. His ability to facilitate transactions in this ever-changing market has earned him a growing league of satisfied clients鈥搃ncluding: real estate agents, financial advisers, tax professionals, attorneys, top home builders, and captains of Industry鈥揳ll whom which have come to trust his professionalism, integrity, efficiency, market awareness, and commitment to delivering unsurpassed customer service and results.
27:34
September 01, 2021
Fintech Hunting Episode #96 with special guest Rocky Foroutan, CEO LenderHomePage
Welcome to a new episode of the Fintech Hunting Podcast. 聽In this episode we discuss current trends in the mortgage industry, what technologies role is in address these conditions, some of the biggest challenges that loan officers face, what loan officers need in a a website, how technology can add value to loan officers, brokers and lenders and so much more with special guest Rocky Foroutan, CEO LenderHomePage. Rocky Foroutan is the Founder and Visionary behind LenderHomePage.com. He founded the company from his small home office in 2003 by building turnkey websites for mortgage brokers and loan officers. Sixteen years later, the company has grown to serve over 2,000 clients with an innovative, multi-channel digital platform that helps customers enhance borrower experience while gaining efficiencies and saving cost. Prior to LenderHomePage, Rocky spent nineteen years as a software developer, sales and marketing management in Fortune 5000 companies.
27:38
August 25, 2021
Fintech Hunting Episode #95 with the amazing Dalila Ramos, VP of Diversity & Growth, EPM
Welcome to a new episode of the Fintech Hunting Podcast. 聽In this episode we discuss going back to live industry events, what the mortgage industry has meant to our guest, the importance of bringing along the next generation in the mortgage industry, why staying active on social media enhances relationships even as live events increase, our faith, and so much more with the amazing Dalila Ramos, Taco expert, and VP of Diversity & Growth, EPM. Dalila is the creator of Taco Tuesday Talks w/Dalila series. Relationship and brand builder with deep mortgage industry network. Connecting people to new opportunities and mentoring future mortgage professionals.
24:23
August 18, 2021
Fintech Hunting Episode #94 Live from Insellerate Experience Summit
Welcome to a new episode of the Fintech Hunting Podcast. 聽In this special In-Person episode we speak with some of the best and brightest in the mortgage industry LIVE from Newport Beach, CA at the Insellerate Experience Summit. 聽Hear from industry experts, top originators and leading technology providers who are moving the industry forward and creating customers for life. 聽In this episode we speak with Nick Rutherford Atlantic Coast Mortgage, Mark Foley Homestead Funding, and Shane & Jacob of JFQ Lending. Don't miss this incredibly insightful and informative in-person episode of the Fintech Hunting podcast.
14:22
August 11, 2021
Fintech Hunting Episode #93 Live from the Insellerate Experience Summit in beautiful Newport Beach CA.
Welcome to a new episode of the Fintech Hunting Podcast. 聽In this special In-Person episode we speak with some of the best and brightest in the mortgage industry LIVE from Newport Beach, CA at the Insellerate Experience Summit. 聽Hear from industry experts, top originators and leading technology providers who are moving the industry forward and creating customers for life. 聽In this episode we speak with Shah Tehrany Madison Mortgage, Kevin Smith Ladera Lending, Andrew Mears Bank of England, and Tim Nguyen of BeSmartee. Don't miss this incredibly insightful and informative in-person episode of the Fintech Hunting podcast.
22:38
August 04, 2021
Fintech Hunting Episode #92 with cybersecurity expert Bruce Phillips, CISSP SVP & Chief Information Security Officer at west, A WFG Company.
Welcome to a new episode of the Fintech Hunting Podcast. 聽In this episode we discuss cybersecurity, ransomware, the recent attack that sidelines Cloudstar, it's impact on the financial services business, steps that companies can take to protect themselves to prevent these attacks, what to do to restore your business if an attack happens and so much more with Bruce Phillips, CISSP, SVP & Chief Information Security Officer at west, A WFG Company. He is an expert in information security and cybersecurity in financial services. 聽He has over 30 years of experience in the financial services, insurance, title and escrow, real estate, healthcare and defense industries. His key areas of expertise include data protection, risk management, cybersecurity and technology.
21:60
July 28, 2021
Fintech Hunting Episode #91 with the incredibly insightful Eric Kujala, Director, Product Marketing ICE Mortgage Technology
Welcome to a new episode of the Fintech Hunting podcast. 聽We have a very special guest for you today. 聽In this episode we discuss, the shift to purchase market, Technology trends, the Transition to LIVE events, Challenges facing lenders, What does the rest of 2021 and 2022 look like for lenders, Technologies role and so much more. Please help me welcome Eric Kujula, Director of Product Marketing ICE Mortgage Technology. He is working to improve the way mortgage lenders process loans.
29:24
July 21, 2021
Fintech Hunting Episode #90 with the amazing Tobi Libbra Director of Cyber Security Awareness IL Group
We have a very special guest for you today. 聽In this episode we discuss cyber security in financial services, current threats, what real estate agents and lenders can do to protect themselves, the importance of planning, on-going training and so much more with the amazingly Tobi Libbra Director of Cyber Security Awareness IL Group. 聽She has a wealth of real estate and mortgage finance experience and is a cyber security expert. Tobi Libbra, cyRM is the Regional Vice President of Business Development and Director of Cyber Security Insurance & Awareness for IL Group. Tobi also serves as an Associate Broker for IL Group Real Estate. Tobi holds certification in Cyber Insurance & Risk Management along with a Real Estate Broker鈥檚 license in multiple states for over 17 years, owning her own Real Estate Brokerage for 13 of those years. Tobi is one of the few people to have management roles in both sides of the industry working closing with Realtors and Originators along with mortgage industry executives and operations in protecting both their companies and portfolios.
26:27
July 14, 2021
Fintech Hunting Episode #89 with special guest Cecilia Janson Partner & Chief Delivery Officer at BlackFin Group
We have a very special guest for you today on this episode of the Fintech Hunting Podcast where we discuss 聽her background and expertise in mortgage lending, some of the main challenges lenders are facing today, what is technologies role in addressing those challenges, keys to greater user and borrower adoption, successful technology implementations, why she chose BlackFin and so much more. Please help me welcome special guest Cecilia Janson Partner & Chief Delivery Officer at BlackFin Group. 聽She has a wealth of mortgage industry experience and expertise in mortgage operations and development. 聽She is lean Six Sigma Black Belt, Certified Corporate Trainer and Certified Mortgage Banker. 聽
25:54
June 30, 2021
Fintech Hunting Episode #88 with the phenomenal Ruth Lee, CMB, Founder of Big Think
We have an amazing guest for you today on this episode of the Fintech Hunting Podcast where we discuss digital mortgages, MSR's, Technologies impact on the mortgage industry, the importance of customer loyalty, coaching and mentoring and so much more with the phenomenal Ruth Lee, CMB and Founder of Big Think. She is a seasoned mortgage executive with 24+ years of sales leadership and lending experience in the mortgage services sector. Recognized for demonstrating a natural aptitude for refining operations, as well as for client relations and building channels, has a verifiable history of contributing directly to company growth and expansion throughout her career. 聽Highly sought after speaker and author. Professional focal points include retail, wholesale, correspondent investing, warehouse lending, servicing, market analysis, technology solutions, and project management. Delivering superior administration on the latter areas of expertise requires utilization of effective communication skills, negotiation skills, as well as business acumen, public speaking, direct leadership, project management, and resource management to support efficiency and maximum returns. Colleagues describe her as a progressive, driven, down-to-earth, technical and managerial expert who can be relied on to offer superior solutions that deliver profitable results on time and under budget.
25:42
June 23, 2021
Fintech Hunting Episode #87with the amazing Frank Ferrans Brand Ambassador at Equity Prime Mortgage LLC, (EPM)
We have an incredible guest for you today on this episode of the Fintech Hunting Podcast where we discuss how this individual transitioned from Life Insurance to the mortgage industry, what it means to be a brand ambassador, what makes EPM special and unique, how he leveraged technology during the pandemic to build and foster relationships, what the model for going back into the office looks like, the advantages and challenges of doing so, how to build a great corporate culture and so much more with the amazing Frank Ferrans Brand Ambassador at Equity Prime Mortgage LLC, (EPM). Frank is an experienced Sales Recruiter with a demonstrated history of working in the financial services industry. Skilled in Sales, U.S. VA Loans, Mortgage Underwriting, Refinance, and U.S. Department of Agriculture (USDA). Strong sales professional with an Associate's degree focused in Business/Managerial Economics from Queensborough Community College who has a wealth of knowledge and experience in the mortgage industry.
27:08
June 16, 2021
Fintech Hunting Episode #86 with the incredible Suzy Lindblom, Chief Operating Officer at Kind Lending.
We have an amazing guest for you today, a Results-driven executive with over four decades of leadership and management experience in Mortgage Banking with companies like Bank of America, CitiMortgage, Countrywide, Nationastar Mortgage, MetLife, Streans Lending, Planet Home Loans and now Kind Lending. She is an industry heavy hitter- 聽she has been named a Housing Wire Vanguard, a NEXT Powerhouse Award recipient, a Women of Influence, named one of The Most Powerful Women in Fintech, an MPA Elite Women award winner, 聽a Most Powerful and Influential Women and Women of Influence The amazing Suzy Lindblom, Chief Operating Officer at Kind Lending. 聽In this episode we discuss: 路 聽With decades of experience in the mortgage industry how has mortgage lending changed and evolved? 路 聽What has technology鈥檚 role been in that evolution? 路 聽What are some of the biggest challenges facing lenders today? 路 聽How do you find the right balance between people resources and technology? 路 聽What are things lenders can be doing to lower the cost of originating a loan? 路 聽What do you see in store for the industry for the remainder of 2021 and the beginning of 2022? 路 聽What is your view on the importance of coaching and mentorship and the impact it has had on your career? 路 聽Tell Why did you select Kind Lending? 路 聽What is your vision for Kind Lending moving forward?
35:02
June 09, 2021
Fintech Hunting Episode #85 with the amazing Sara Nakae, VP of Sales & Business Development at FirstClose
Don't miss this timely and insightful episode of the Fintech Hunting Podcast where we discuss her start in financial services, the power of Fintech, how COVID accelerated adoption of digital mortgage technology, what lenders need to do to enhance the borrower experience, the "Amazon Effect", industry trends, different valuation models, an upcoming webinar and so much more with the amazing Sara Nakae, VP of Sales & Business Development at FirstClose. Sara聽has over 16 years of experience聽in聽FinTech聽serving the financial services sector聽in聽realtor and agency marketing for banks and credit unions, and extensive experience聽in聽the mortgage industry working with banks, credit unions and mortgage companies to deliver聽award-winning technology solutions and services. She has been a keynote presenter at leading industry events and conferences discussing聽FinTech聽and its impact on lenders businesses.聽聽Sara聽has deep industry knowledge聽in聽the financial digital space. Recently, Nakae launched and brought to market FirstClose Digital聽Lending聽Platform (DLP) which is a home equity point-of-sale tool and application management system fully integrated FirstClose ONE.聽 Specific to home equity聽lending, lenders can drive prospective borrowers to the application portal where the borrower is able to obtain instant information regarding the equity聽in聽their home anytime, anywhere.聽In聽addition to providing real-time equity results, DLP can complete a full home equity application and obtain a credit decision聽in聽real time directly from the FirstClose ONE platform.
27:60
June 02, 2021
Fintech Hunting Episode #84 with the extremely insightful Tom Showalter, Founder & CEO Candor Technologies
This is one episode that you do not want to miss. 聽We have an actual rocket scientist join the Fintech Hunting Podcast who has a wealth of financial services expertise discuss pain points in the mortgage industry, how to leverage technology to drive down the cost of manufacturing a loan, data quality & integrity, expert learning, how the combination of those actually improve borrower satisfaction scores and so much more with the extremely insightful Tom Showalter, Founder & CEO Candor Technologies. His focus has been on the financial services space with a special focus on credit card and mortgage industries, both in the primary and the secondary markets. 聽 Tom has held a variety of key executive experiences holding positions as CEO, C-Level Executive, SVP and VP - across a variety of nationally known firms: Digital Risk, Core Logic, First American, Loan Performance, Experian and several boutique data and analytics firms. 聽 Included in his background is a tour at NASA, where he developed a variety of aerospace technologies for use in civilian and military aircraft, as well as the former Space Shuttle program.
27:32
May 26, 2021
Fintech Hunting Episode #83 with the incredible Eloise Schmitz, Co-founder & CEO of LoanNEX
Don't Miss this powerful and insightful episode of the Fintech Hunting Podcast where we discuss Non-agency lending, current conditions in the mortgage marketplace, what is LoanNEX, why non-agency is so important in today's market, predictions for the rest of 2021 and so much more with the incredible Eloise Schmitz, Co-founder & CEO of LoanNEX. Eloise Schmitz is the CEO and Co-Founder of LoanNEX, a B2B mortgage technology platform connecting residential mortgage originators and investors. Schmitz is an accomplished senior executive with experience in finance, strategy, and corporate finance. Eloise has over 23 years of experience in corporate finance including 11 years in corporate banking and 12 years with Charter Communications (a Fortune 500 company) where she served CFO. Prior to Charter, Eloise had a successful banking career in corporate and commercial banking with Mercantile Bank (now US Bank) and First Union in Charlotte (now Wells Fargo). Eloise holds a BSM degree with a major in Finance from Tulane University.
22:04
May 19, 2021
Fintech Hunting Episode #82 with the amazing Christine Beckwith, President & COO at 20/20 Vision for Success Coaching
JUST RELEASED- You don't want to miss this dynamic and insightful episode of the Fintech Hunting podcast where we discuss the changing mortgage environment, the need for loan officers to pivot, the importance of coaching, how everyone can benefit from coaching, a mortgage industry event that you don't want to miss (even exclusive discount codes for listeners of the Fintech Hunting Podcast) and so much more with the amazing Christine Beckwith, President & COO at 20/20 Vision for Success Coaching. Christine is an Award Winning Mortgage Industry Executive Sales Leader. 'NAWRB 鈥淏est Woman Owned Business in Banking鈥, 鈥淢ost Powerful Women in Banking 2019鈥. "Most Connected Mortgage Pro" 2018 & 2019- NMP Magazine. News Anchor, Mortgage News Network. Best Selling Author. Sought after public speaker. Writer & Public Columnist. President, COO & Master Coach of 20/20 Vision for Success Coaching. Mother. and Happy human.
27:27
May 12, 2021
Fintech Hunting Episode #81 with special guest Matt Slonaker, CEO M. Allen & Sales Advisor at Awesome Technologies Inc
NEW EPISODE- 聽Join us for the new and insightful episode of the Fintech Hunting podcast where we discuss the financial services industry, current state of the mortgage market, Fintech in the form of AI, RPA, BI, technologies role in reducing the cost to originate, the importance of leveraging a tech partner, what to look for in that partner and where the industry is headed with special guest Matt Slonaker CEO M. Allen & Sales Advisor at Awesome Technologies Inc. Matt is an accomplished Sales and Finance Leader with over 20 years of executive level success. Offers unmatched tactical planning skills in a diverse variety of environments, which include: start-ups, turnarounds, and well-established businesses. Expert communicator and pacesetter, drives sales revenue growth during challenging business environments. Attracts and develops top-tier talent. Builds personal relationships with clients and co-workers, which is the springboard for motivating high-performance and success. Executive experience in managing revenue growth, business operations and business intelligence/information management systems. Husband of 27+ years to Christine and a father to Sailor Ashley who is attending University of Colorado Boulder.
23:45
May 05, 2021
Fintech Hunting Episode #80 with the incredibly insightful Brian Vieaux, CMB President & COO FinLocker
JUST RELEASED- Join us for this incredibly insightful episode of the Fintech Hunting Podcast where we discuss the current state of the mortgage industry, the importance of financial well being, technologies role in assisting with that well being, what's new at FinLocker, Innovation, Lending priorities and a new Fintech Podcast with the amazing Brian Vieaux, CMB President & COO at FinLocker. Brian shares his wealth of knowledge and experience from working on the lender side of the business and the transition to the vendor side of the business. 聽Don't miss his insights and expertise as he shares his years of experience in the mortgage space and the trends he is seeing in today's market. FinLocker is a consumer-enabled financial data platform that gives lenders access to critical borrower information via a trusted 3rd party that can be used to streamline the origination and underwriting processes for mortgages and other financial products. It reduces costs, time, and risks for all participants in the loan life-cycle, while expediting the data collection, verification, and analytics processes.
29:32
April 28, 2021
Fintech Hunting Episode #79 with the amazing Josh Friend, CEO Insellerate
DON'T MISS this powerful and timely episode of the Fintech Hunting Podcast where we discuss getting started in the mortgage industry, the shift to the purchase market, the evolution of the CRM in the mortgage industry, lessons learned from consumer direct lending, how to create customers for life, the importance of lead management, sales enablement, engagement, mortgage specific content library and data intelligence in delivering a truly memorable experience and so much more with the amazing Josh Friend, CEO Insellerate. Josh is a seasoned entrepreneur whose impact on the mortgage industry at large is unmistakable from his early days to working at a mortgage company, to rising up the ranks, to running a mortgage company; he has helped thousands of people realize the dream of homeownership, has personally trained 1,000's of loan officers that are directly impacting hundreds of thousands of borrowers if not millions over his 21-year career. Josh now dedicates himself solely to helping other lenders be more successful through better borrower engagement. He is transforming the borrower and LO experience with his leading technology company Insellerate which enables lenders to achieve higher revenue goals while creating customers for life. In addition, Friend is viewed as a thought leader within the mortgage and technology space and has been published numerous times in leading real estate finance publications such as Housing Wire, Tomorrow's Mortgage Executive, National Mortgage News, National Mortgage Professional, and Today's Lending Insight. He is also a recognized speaker who regularly presents at national and state mortgage association conferences. He has been a featured presenter at Lead Generation World, HW ENGAGE Marketing, CMBA Innovators Conference, Rob Chrisman Market Updates, Fintech Hunting Podcast, and the Lend, Laugh, and Eat Podcast, to name a few.
25:23
April 21, 2021
Fintech Hunting Episode #78 with industry insider Ski Swiatkowski
Join us for this newly released episode of the Fintech Hunting Podcast where we discuss our guests entry into the mortgage industry, his incredible insights, state of the industry, importance of leadership as we pivot to a purchase market, how companies can benefit from coaching, the release of the book "Create The Change You Want to See", helping the feed the hungry and so much more with the amazing Ski Swiatkowski, author, speaker, mortgage industry insider and performance improvement and leadership strategist. The main thing you need to know about Ski is, he loves working with people. He especially enjoys helping them learn, grow and succeed. Perhaps that鈥檚 why he has enjoyed coaching high school lacrosse (he loves that game) and speaking to industry professionals around the country. He carries this service philosophy into the business world and his relationships there. With a passion for personal and business growth and leadership development, you might say that he is an evangelist whose message is about discovering one鈥檚 God-given greatness and tapping into it. Working in the areas of strategy, performance improvement and especially Leadership, he aspires to bring that message to each relationship he forms.聽 To him, success in business and life is related to these 5 things: 鈥 A strong vision and strategic plan to achieve that vision 鈥 The right processes/ systems and tools to execute that plan (habits) 鈥 The right people or organizations to partner with or get support from 鈥 Great communication with your partners along the way 鈥 Giving back to the world in some manner
29:57
April 14, 2021
Fintech Hunting Episode #77 with special guest Jim Hemmer Chief Executive Officer at CreditXpert
Just Us for this new episode of the Fintech Hunting podcast where we discuss why our guest chose CreditXpert, how lenders can help prepare consumers so that they are credit ready, the importance of mission, how lenders can reduce 20% fall out from their pipelines, the role of process automation & AI, impact of low inventory, industry trends and so much more with special guest Jim Hemmer Chief Executive Officer at CreditXpert.聽 Jim is a high tech industry leader with track record in creating successful companies at all stages of development from start-up to Fortune 500, growing them globally to become major players in their sectors. Extensive general management/P&L experience and leading product management, product development, operations, direct and indirect sales and delivery organizations at best in class companies and in emerging markets. International experience having lived and worked abroad and leading numerous international operations.
26:39
April 07, 2021
Fintech Hunting Episode #76 with special guest Patrick O'Brien, Founder & CEO of LenderLogix
Just Released- You don't want to miss this new episode of the Fintech Hunting podcast where we discuss how our guest go into the mortgage industry, his transition to the tech side of the business, leveraging data & analytics to build better realtor relationships, 5 star service, digital-qualification and so much more with special guest Patrick O'Brien, Founder & CEO of LenderLogix. He uses the expertise he has gained as a career mortgage banker to oversee and lead the development of the LenderLogix suite of software products. LenderLogix leverages data and analytics help mortgage bankers identify and win relationships with real estate agents in the markets they serve. Visit www.lenderlogix.com
26:30
March 31, 2021
Fintech Hunting Episode #75 with the incredible Ashley Gravano, VP Product Solutions at Mortgage Cadence
Don't miss this New Episode of the Fintech Hunting Podcast where we discuss current mortgage market conditions, top tech priorities for lenders, the importance of collaboration, Live vs. Digital conferences and so much more with the engaging and insightful Ashley Gravano, VP of Product Solutions at Mortgage Cadence. She is an industry insider, highly skilled networker, a coffee Aficionado, and corporate SAWG guru. Ashley is a results-driven and detail-oriented sales professional offering proven sales success. An experienced and skilled professional in multiple areas whose leadership, energy and high motivation serve as an example to others. Excellent networking, issue escalation/resolution and interpersonal communication skills.
24:43
March 24, 2021
Fintech Hunting Episode #74 with the amazing Jeri Yoshida Co-Founder, NEXT Mortgage Events
DON'T MISS THIS NEW EPISODE- of the Fintech Hunting Podcast where we discuss the industry's first and only mortgage technology summit for women executives, how events have changed since COVID, how to deliver a truly remarkable customer experience, leaning into digital, the advantages of digital and expanding outreach & impact, market intel and so much more with the amazing Jeri Yoshida, Co-Founder of NEXT Mortgage Events. She is co-founder of the industry's first and only mortgage technology summit for women executives. Each year, NEXT Mortgage Events brings together hundreds of C-suite and high ranking mortgage lending executives to exchange intel and learn what's 'NEXT' in industry technology. Since their first event in January 2018, she is proud to say that they've helped forge hundreds of new business relationships that have resulted in millions of dollars in technology sales, salary increases and career advances. 聽 Her background includes over 15 years of mortgage industry experience, most of which has been in public relations for mortgage lenders and their B2B product and service providers. In the past decade alone, she has helped dozens of companies achieve the visibility, image and reach that enabled them to achieve tangible goals, some of which include: Optimized EBITDA, increased market share, expanded customer bases, IPO, outside investment and acquisition. When she is not bringing top executives together or finding ways to provide them with intel that gives them a competitive advantage, you'll likely find her traveling in Europe, playing with her dog, watching local theatre or in a kitchen ruining a perfectly good recipe.
30:25
March 17, 2021
Fintech Hunting Episode #73 with special guest Jim Morin, Executive Vice President at Norcom Mortgage & President of the Connecticut Mortgage Bankers Association
Just Released- 聽this insightful and timely episode of the Fintech Hunting Podcast where we discuss industry updates and trends, top tech priorities for 2021, COVID's impact on lending, upcoming industry conferences and so much more with industry expert, self professed Tech Nerd, Jim Morin Executive Vice President at Norcom Mortgage & President of the Connecticut Mortgage Bankers Association. At Norcom Mortgage, their mission to provide lending solutions that are tailored to meet otheir clients' needs through a clear, fair, and best-in-class client experience is made possible through their core values of service, respect, and communication. The result is superior business that stands out above the crowd. They believe every client deserves premium service, and they go above and beyond so their clients have the best experience possible. Their team is composed of experts at all levels who work efficiently and effectively to achieve results and make their clients feel supported and confident through the entire process. CONNECTICUT MORTGAGE BANKERS ASSOCIATION INC The CMBA is a non-profit association formed in 1984. Our membership of 700 individuals and 150 organizations supports Connecticut communities by opening doors for literally thousands of homeowners each year.
27:40
March 10, 2021
Fintech Hunting Episode #72 with the amazing Raquel Borras, Chief Excitement Officer, True To You Branding
Don't Miss this powerful and insightful episode of the Fintech Hunting Podcast where we discuss the biggest things holding people back from embracing social selling, trends in social outreach in 2021, equipment and tools of the trade, the importance of putting yourself out there in a genuine way, reaching the next generation and providing them with a voice and so much more with the absolutely amazing Raquel Borras, Chief Excitement Officer, True To You Branding. Raquel is the Queen of Goofiness 鉀碉笍Raq the Boat YouTube Channel 馃摵 馃ΙPersonal Branding Strategist 馃 Mental Health Advocate 馃帹 Artist and dear friend. 聽She is the Chief Excitement Officer of True To You Branding. Her passion is to help you bring to life a personal brand that is 鈥渢rue to you鈥! Her expertise in social media and branding started with LinkedIn, where she studied other social media moguls and influencers. Because of her love for people and talent for audience engagement, her social media presence continues to increase very quickly. She believes that bringing valuable content, authenticity and vulnerability to your social media is the key to gaining a strong following and presence馃挕 馃憠馃徏 She suffered from Clinical Depression and attempted suicide as a teenager. Because of that experience, she is now a huge Mental Health Advocate and have spoken on dozens of Podcasts about overcoming depression and being able to now thrive!馃挜 馃憠馃徏 She recently started her own YouTube Channel called 'Raq the Boat' where she has candid conversations with kids of all ages! The goal is to empower these kids and have them walk away feeling special, worthy, seen and most importantly...........heard!鉂わ笍
27:58
March 03, 2021
Fintech Hunting Episode #71 with the incredible Lisa Schreiber, President LSK Consultants
JUST RELEASED- A candid and insightful episode of the Fintech Hunting Podcast where we discuss operational process design in the mortgage industry, bottlenecks in the manufacturing of a loan, top tech initiatives in 2021, the importance of delivering a great customer experience and so much more with the incredible Lisa Schreiber, President LSK Consultants. The value she brings to an organization in the mortgage industry is her ability to work with executive leadership and internal teams to design and execute an implementation strategy that delivers profitable results. She enjoys and has had much success coordinating efforts to create a clear value proposition to gain adoption both internally within the company and externally with the client. 聽Don't miss this powerful and insightful episode.
30:02
February 24, 2021
Fintech Hunting Episode #70 with Data Whisperer Suha Zehl, Chief Analytics Officer, EPM
DON'T MISS this insightful and dynamic episode of the Fintech Hunting Podcast with a major announcement, in a edition to discussing where we key areas that lenders struggle with as it relates to data, technologies role, the importance of listening and telling the story to bring data to life, a and so much more with award-winning badass leader, Bi Ninja, and Digital Transformation Enthusiast, Suha Zehl, Chief Analytics Officer at EPM. She thrives on leveraging innovation, new technologies, and business intelligence to drive digital transformation and to elevate the customers' experience - turning their dreams of owning a home into reality. 聽She works diligently to help acknowledge "Rising Stars" in our industry.
27:52
February 17, 2021
Special Fintech Hunting Podcast episode #69 with the amazing Kevin Peranio, Chief Lending Officer at PRMG
This is one episode that you can't afford to miss. 聽As Chief Lending Officer at PRMG Kevin shares his insights on GameStop and margin calls, market updates, local expertise, convergence of consumer direct & retail strategies, Fintech and exciting new technology being implemented (including specific shout-outs to leading innovators) and so much more. Kevin is a thought leader, industry influencer, social media rock star, and tech evangelist who tirelessly shares his insights, and industry experiences to add value to the mortgage industry. 聽Don't miss this timely and thought provoking special episode of Fintech Hunting.
24:37
February 10, 2021
Fintech Hunting Episode #68 with Top Producing Leader and Loan Officer Erin Carvelli
DON"T MISS this powerful and dynamic episode of the Fintech Hunting Podcast where we discuss getting into the mortgage industry, the biggest challenges facing loan officers today, how to engage with prospective borrowers, what technology is most useful to loan officers, the power of podcasts and so much more with the amazing Erin Carvelli, Mortgage Lender at Greenway Mortgage | Shore Mortgage Team | NMLS # 205141. Erin has spent her entire career in the mortgage industry and worked at every level from processing and underwriting to originating and managing. As the lead for the Shore Mortgage Team, she was able to leverage her knowledge and experience to provide exceptional guidance and personalized service for her clients and their agents. Her clients say it all: Facebook, Zillow, Testimonials (Click the links below to visit the links for each) Book a call with Erin: https://calendly.com/erin-carvelli/20-minute-meeting
24:39
February 03, 2021
Fintech Hunting Episode #67 with Industry Insider Tony Garritano Chairman and Founder at PROGRESS in Lending Association
JUST RELEASED this insightful and dynamic episode of the Fintech Hunting Podcast where we discuss: the state of mortgage innovation, the shift to digital, how to best work with the media, gaining brand awareness and recognition and so much more with industry insider and mortgage technology evangelist Tony Garritano Chairman and Founder at PROGRESS in Lending Association. PROGRESS in Lending Association was formed to enable industry participants to be more engaged and share ideas about how technology can further business strategy to give lenders a competitive edge and fix the mortgage industry. 聽Tony is an experienced Chairperson with a demonstrated history of working in the financial services industry. Strong businessdevelopment professional skilled in Journalism, Corporate Communications, Business Development, MarketingStrategy, and Social Media.
23:14
January 27, 2021
Fintech Hunting Episode #66 with Industry Icon Patrick Stone Executive Chairman & Founder, Williston Financial Group.
Don't miss this insightful and dynamic episode of the Fintech Hunting Podcast where we discuss: How business has changed since the pandemic, what are the biggest challenges facing our industry today, leveraging technology in the mortgage lending space, Artificial Intelligence (AI), where our industry is heading over the next three to six months and so much more with industry icon Patrick Stone Executive Chairman & Founder, Williston Financial Group. Patrick Stone has enjoyed a lengthy career in real estate and real estate related services, including 鈥淐-level鈥 officer positions with three public companies and as a director on two Fortune 500 Boards. His senior executive management positions included nine years as President and COO of the nation鈥檚 largest title insurance company, Chairman and Co-CEO of a software company and CEO of a real estate data and information company. Pat has served as Vice-Chairman of Metrocities Mortgage, a 2005 top twenty mortgage lender, and as Chairman of The Stone Group, an Austin, Texas-based tenant-rep brokerage company. He has also served on the boards of Fidelity National Financial, First American Corporation, FNIS, MicroGeneral, SKLD, World Minerals, Green Street Advisors, DigitalMap, Homegain, RedVision, and Wystein Capital. Currently, Pat serves as Executive Chairman and Founder of Williston Financial Group, as well as on the boards of Nassau Reinsurance, Transmodus, Trysting Tree Golf Club, and Inman News, who named him one of 2013鈥檚 鈥100 Most Influential People in Real Estate鈥 and one of the 鈥淭op 101 Real Estate Industry Doers鈥 in 2015. Pat received Housing Wire鈥檚 coveted Vanguard Award in 2019, Progress in Lending鈥檚 Lending Luminary Awards in 2019 and 2020, and October Research鈥檚 annual Leadership Award in 2020. His Philanthropic involvement has included service as Chairman of the Santa Barbara Art Museum and as a Director of the Portland Art Museum. He is a past chairman of the Oregon State University Foundation, and Co-Chair of its Billion Dollar Capital Campaign. 聽Pat has three daughters, five grandchildren and resides in Portland, Oregon with his wife Vicki.
26:54
January 20, 2021
Fintech Hunting Episode #65 with Industry Influencers Kristin Messerli & Brian Vieaux
Breaking News on the Fintech Hunting Podcast. 聽Don't miss this episode of the Fintech Hunting podcast where two major industry announcements are discussed, the importance of financial education and wellness, the NextGen Homebuyers report, how the pandemic is driving home ownership, technology, transparency and so much more with two highly respected mortgage industry executives, Kristin Messerli, Founder/CEO of Cultural Outreach and Brian Vieaux, CMB, President of FinLocker. Kristin Messerli is a national speaker and founder of Cultural Outreach, helping businesses better reach and serve next gen consumers and underserved markets. After starting her business in 2013, she has worked with over 50 companies of all sizes across the U.S. and has spoken at over 100 conferences, including the Mortgage Bankers Association, the American Bar Association, and Harvard Business School. Kristin is also the Managing Editor for Mortgage Women Magazine and sits on the MBA's Diversity and Inclusion Committee. She co-authored the MBA's Compliance Toolkit for Section 342 and is published in numerous publications on the topic of diversity and millennials in housing. Kristin holds over 13 years of experience working in multicultural business and social work. Prior to starting her business, Kristin was a social worker and community educator in the latino immigrant community. She also led teams of volunteers locally and abroad to develop sustainable business practices, and she has consulted for multinational social enterprises with the Center for Creation of Economic Wealth (CCEW). Kristin was trained by former McKinsey consultants at the University of Oklahoma, where she earned her Master of Public Administration. Brian shares his wealth of knowledge and experience from working on the lender side of the business and the transition to the vendor side of the business. 聽Don't miss his insights and expertise as he shares his years of experience in the mortgage space and the trends he is seeing in today's market. FinLocker is a consumer-enabled financial data platform that gives lenders access to critical borrower information via a trusted 3rd party that can be used to streamline the origination and underwriting processes for mortgages and other financial products. It reduces costs, time, and risks for all participants in the loan life-cycle, while expediting the data collection, verification, and analytics processes.
29:43
January 13, 2021
Fintech Hunting Episode #64 with the incredibly insightful Michael Markette Partner Qortel
With remote workforces becoming the norm, are your loan officers leveraging the phone in the most effective and efficient manner? 聽Listen to this insightful episode of Fintech Hunting where we discuss using data to deliver a more timely and relevant message, gain insights into call tracking of remote employees, the use of AI, call routing and so much more. 聽Don't miss this episode with special guest Michael Markette, President & Partner at Qortel. Michael specializes in Call Monitoring, Analytics, Customer Recovery, Recruiting and Hiring Call Center Experts which is critical in today's environment. 聽He began by building a call tracking solution in the garage of his Seattle home and 'who knew' it would grow into a multi faceted call analytics business leveraging machine learning. Don't miss this insightful and timely 聽episode of Fintech Hunting.
24:49
January 06, 2021
Fintech Hunting Episode #63 with the amazing Brittany Hodak
Don't Miss this dynamic episode of the Fintech Hunting Podcast where we discussed starting out as a Radio Station Mascot to marketing for record labels to the mortgage industry, Fan Engagement, the importance of creating powerful customer experiences in lending, the ABC's of creating SuperFans, the impact customer experience has a Long-term lending success and so much more with the amazing Brittany Hodak, Keynote Speaker, Forbes Contributor and SuperFan Extraordinaire. Brittany Hodak is an international keynote speaker and award-winning business leader. Entrepreneur calls her an 鈥渆xpert at creating loyal fans for your brand,鈥 and she is widely regarded as the 鈥済o-to source鈥 on creating and retaining superfans. An accomplished speaker, she has been invited to speak to audiences and organizations across the world, including American Express, WeWork, Compassion International, Sony Music, Inc., and the United Nations, just to name a few. She is a Guinness World Record Holder who's been named to Advertising Age鈥檚 40 Under 40 list, Inc.鈥檚 30 Under 30 list, and Billboard鈥檚 30 Under 30 list. She was awarded the distinction of Most Disruptive Marketing Entrepreneur at the Empact Awards at the United Nations. Brittany has published more than 350 thought-leadership articles for a variety of national media, including regular columns for Forbes, Adweek, and Success. She has been featured on shows for ABC, CBS, FOX, NBC, CNBC, Bloomberg, Fox News, and more. Brittany is the co-founder of The Superfan Company, a multimillion-dollar fan-engagement agency that has created successful campaigns and products for globally known brands including Walmart, Disney, Amazon, Luke Bryan, Katy Perry, the Boston Red Sox, and many more. In 2015, she was offered deals from four of the five Sharks on ABC鈥檚 Shark Tank at a valuation of more than $4 million.
27:10
December 23, 2020
Fintech Hunting Episode #62 with Fintech Visionary Josh Friend, CEO & Founder Insellerate
DON"T MISS this powerful and insightful episode of the Fintech Hunting Podcast where we discuss the impact of mortgage industry experience when creating technology solutions, importance of lending data, the blurring of the lines between consumer direct and retail, how to engage potential borrowers, what to expect in 2021 and so much more with mortgage expert, Fintech visionary and engagement guru Josh Friend, CEO & Founder of Insellerate. Josh Friend is Founder and CEO of Insellerate, he began his career as a loan officer and soon moved on to open six mortgage call centers. Over the past 21 years, he has grown to manage and train thousands of loan officers, processors, and marketing managers. That experience has helped him market to millions of consumers,聽 with that experience he has dedicated himself to building software for the mortgage industry since 2004.聽 With a keen eye for developing best-in-class sales processes, he leveraged automation & engagement software to build a better loan cycle. Combining the best from both a CRM and lead management system, Josh now enables lenders to achieve higher revenue goals with Insellerate鈥檚 award-winning CRM & Engagement Platform.聽 For more information on Insellerate's new product DATA IE鈩 visit https://attendee.gotowebinar.com/register/6639453052927872523?source=Direct
27:04
December 16, 2020
Fintech Hunting Episode #61 with Data Ninja Suha Zehl, Chief Analytics Officer, EPM
DON'T MISS this insightful episode of the Fintech Hunting Podcast where we discuss the importance of data in the mortgage industry, key data points lenders should be tracking, technologies role, building relationships and so much more with award-winning badass leader, Bi & Data Ninja, and Digital Transformation Enthusiast, Suha Zehl, Chief Analytics Officer at EPM.聽 She thrives on leveraging innovation, new technologies, and business intelligence to drive digital transformation and to elevate the customers' experience - turning their dreams of owning a home into reality.
29:46
December 09, 2020
Fintech Hunting Episode #60 with the AMAZING Chelsea Peitz National Director of Social Sales, FNF
DON'T MISS this exciting and dynamic episode of the Fintech Hunting Podcast 聽where we discuss how this guest got started in social selling, key aspects of social selling in today's market, what holds so many people back from embracing social and video, the difference between personal and private and so much more with the amazing Chelsea Peitz, National Director of Social sElling at FNF, Real Estate Social Media Strategist, International Keynote speaker, coach, and best selling author. She make the hard stuff about social media & content creation easier Oh, wait鈥. You do want to read it? Ok, here ya go 馃憞 If you鈥檙e like Chelsea, then you might feel totally overwhelmed learning a new skill, especially one that requires the use of constantly changing technology and *gulp* showing your face on camera! Feed posts, Live video and Stories, Oh My! She graduated college before Y2K which means she didn鈥檛 grow up with social media and started her real estate career in 2001 B.F. ( 鈫 Before Facebook) Did she ever envision herself as a 40-something mom who uses Instagram Stories to document her daily life? Or a fully grown woman who meets her closest friends 鈥淚RL鈥 [that鈥檚 In Real Life if you鈥檙e a parent reading this] on social media apps? Newp. Over the last 6 years, she has been on video EVERY. SINGLE. DAY. Which means one of two things: 1. She can help you get better on video 2. If you don鈥檛 see her, call someone, she has been taken She combines old fashioned business strategies with new school technology and make learning the hard stuff about social platforms, their buttons and what to post easy to understand and execute.
28:16
December 02, 2020
Fintech Hunting Episode #59 with special guest Italina Kirknis, JD Online Presence Expert and Speaker
New Fintech Hunting Episode Just Released聽 Don't miss this dynamic and interesting episode of the Fintech Hunting podcast where we discuss tennis, how we got started in the business, the importance of your online presence, what holds people back from embracing digital and social and so much more with special guest Italina Kirknis, JD Online Presence Expert and Speaker. The Real Estate Community's Online Presence Expert & Speaker. Her passion is extending brands using more than just 鈥渙utside the box thinking鈥. Create your own box! As a service to her community, she teaches business training events, such as 鈥 How to Leverage LinkedIn鈥, for Networking Groups, Podcasts, Real Estate Associations, Conferences, Real Estate Offices, and Lunch & Learns, Turn Browsers into Buyers. Start getting results on LinkedIn, Facebook & Instagram.
24:40
November 25, 2020
Fintech Hunting Episode #58 with Fintech expert Corey Smith, CPO at FirstClose, Business Owner, Entrepreneur and Investor
Don't miss this insightful episode of the Fintech Hunting Podcast where we discuss how we got started in the mortgage industry, the importance of agile product development during a pandemic, remote workforces, new Fintech, some of the top tech priorities for 2021 and so much more with the incredible Corey Smith, CPO at FirstClose, Business Owner, Entrepreneur and Investor. Since starting his first business in 1992, he has had the unique privilege of experiencing the challenges of being an entrepreneur with multiple businesses with differing business models. His experience is in executive management and leadership specializing in start-ups, turnaround businesses and high growth organizations. He has direct experience in the mortgage banking industry, commercial real estate, Internet marketing, and software design. His primary passion and focus is designing and delivering superior products to customers through technology and operations. He has worn multiple hats, as one must do with startup's and small businesses with limited resources, and have experience in all other aspects of business; including Sales, Marketing, Finance, strategic planning, risk assessment/mgmt, etc. He gravitates to mid-stage funded start-ups, as well as companies suffering from "growing pains", new technologies, new industries, companies needing rebranding or even rebooting, or anything that just sounds too fun to pass up.
20:19
November 18, 2020
Fintech Hunting Episode #57 with the amazing Josh Pitts, Founder Shred Media
Don't miss this incredible episode of the Fintech Hunting Podcast where we discuss the importance of making an impact, epic content, how to capture the attention of others, making an impact in the lives of others and so much more with the AMAZING Josh Pitts, Founder of Shred Media. Show up. Hustle. Repeat. Every Day. 聽Finally a community that is bringing everyone in the mortgage and real estate industry together. 聽The industry's FIRST Attention Impact Network. 聽Shred Media was founded to save the industry from itself.聽 By changing the 鈥渋f it's not broke don't fix it mentality鈥 that has championed the status quo for our industry marketing for decades. Attraction, relationship, and neuro marketing are the new building blocks that companies must use to make an impact and remain relevant. We believe that who ever gets to the consumer first and keeps their attention wins. Period.
33:07
November 11, 2020
Fintech Hunting Episode #56 with special guest Jim Paolino, Founder/CEO of LodeStar and Managing Partner of Mortgage Sentinel
Join for this special episode of the Fintech Hunting Podcast where we discuss how we got started in the mortgage business, the current state of the Title business, COVID's impact, secret shopping in the mortgage industry, tech priorities and so much more with Jim Paolino, Founder/CEO of LodeStar and Managing Partner of Mortgage Sentinel. Jim is responsible for managing day to day operations of the company, overseeing business development, and long-term strategic direction of LodeStar. Jim has close to a decade of experience developing software solutions specifically for the Title Insurance and Mortgage industries. Jim is considered a Subject Matter Expert on the use of technology in the Title Insurance industry. He speaks often about leveraging technology to help businesses comply with the changing regulatory landscape, improve operational efficiency and increase sales revenue.
26:04
November 04, 2020
Fintech Hunting Episode #55 with special guests Faith Schwartz and Dana Dillard
IMPORTANT ANNOUNCEMENT Join us for this special episode of the Fintech Hunting Podcast where we discuss at risk borrowers, forbearance, the importance of contacting your servicer and how so many organizations are pulling together to make a positive impact in the mortgage industry with guests Faith Schwartz, President of Housing Finance Strategies and Dana Dillard, EVP Corporate Social Responsibility for Mr. Cooper. Faith Schwartz is a leading housing finance expert who has played a firsthand role in shaping industry best practices and public policy during her 30-year career. As founding principal of Housing Finance Strategies, she serves marquis public and private housing finance organizations with timely industry analysis and ad-hoc consulting. Previously, Schwartz held executive positions at CoreLogic and Freddie Mac. In 2007 she was recruited to lead HOPE NOW, an alliance formed by the Housing Policy Council and the Treasury Department. As HOPE NOW's executive director, she assembled a coalition of government agencies, lending institutions, nonprofits and trade associations to address 聽challenges of the housing market crisis. Schwartz has been recognized by Mortgage Banking magazine as one of its 20 Distinguished Industry Women, as a HousingWire Woman of Influence and as a recipient of Five Star Institute鈥檚 lifetime achievement award. 聽She currently serves on the boards of FormFree, RiskSpan, Class Appraisal, FundingShield and Gateway First Bank. Dana is a senior mortgage servicing leader with over 25 years loan administration and default experience in both bank and non-bank environments. Loan administration experience includes leading teams in escrow analysis, acquisitions, cash management and all aspects of customer relations functions. Default experience includes managing collections, imminent default, community facing loss mitigation, short sales and REO.
21:07
October 28, 2020
Fintech Hunting Episode #54 with highly respected industry expert Trevor Gauthier, Chief Executive Officer at ACES Quality Management
JUST RELEASED- this insightful episode of the Fintech Hunting Podcast where we discuss leading your company during a pandemic, remote employee engagement, compliance & QC, latest trends, conferences in 2021 and so much more with highly respected industry expert Trevor Gauthier, Chief Executive Officer at ACES Quality Management. With over 20 years of executive experience in enterprise SaaS software solutions, Trevor has a proven track record of driving growth for tech organizations and building teams both organically and through acquisition. As Chief Executive Officer, he currently oversees all facets of the ACES Quality Management business. Trevor鈥檚 exceptional leadership style has been battle tested through multiple mergers and acquisitions. He has relentless focus on the building of teams and mentoring success principles for individual and organization growth.
21:35
October 21, 2020
Fintech Hunting Episode #53 with the incredible Leora Ruzin CMB, SVP Wholesale Operations at Equity Prime Mortgage and Editor of Mortgage Women Magazine
NEWLY RELEASED, this powerful and timely episode of the Fintech Hunting Podcast where we discuss the broker movement, wholesale lending priorities, how COVID has changed outreach, the importance of building relationships, state of industry conferences and so much more with the incredible Leora Ruzin CMB, SVP of Equity Prime Mortgage and Editor of Mortgage Women Magazine. She is a proven leader in the mortgage industry, with specialized skills in the areas of: 聽Closing, Funding, Shipping, Post-Closing, Secondary Marketing, Capital Markets, Rate Risk Analysis, Investor Relations, Operations, Underwriting, Product Development, Managing Teams Consisting of Between 2-15 Staff, System Administrator for a wide variety of mortgage related software solutions. Advocacy and education in the mortgage industry is crucial to future success, and she has made it a point to get involved. Whether it is through the committees she serves on within the Mortgage Bankers Association, the articles she writes for Mortgage Women's Magazine and Housing Wire, or the various speaking engagements she has done, she actively keeps my finger on the pulse of the industry.
23:54
October 14, 2020
Fintech Hunting Episode #52 with the amazing Tracy Laney, National Sales Director of Financial Services at ActiveProspect
JUST RELEASED, this interesting and insightful episode of the Fintech Hunting Podcast where we discuss social selling, the importance of engagement, how selling has changed since COVID-19 and so much more with the amazing Tracy Laney, National Sales Director 聽of Financial Services at ActiveProspect. Tracy shares her extensive experience in financial services. 聽She is a proficient results-oriented leader with a proven track record of over 30 years of diversified professional experience including creating new business development in previously untapped areas, developing company and non company personnel, production and operations. Exercises an entrepreneurial skill set with a passion for creating and implementing new concepts, ideas and methodologies with measurable results.
22:53
October 07, 2020
Fintech Hunting Episode #51 with industry insider Dan Bailey, SVP WFG Lender Services & WFG Enterprise Solutions
Don't Miss this New Episode of Fintech Hunting #51 where we discuss how the pandemic has changed business in the mortgage industry, some of the biggest challenges, technologies role, lender priorities for 2021 and so much more with industry insider Dan Bailey, SVP WFG Lender Services & Enterprise Solutions. Dan Bailey runs operations for WFG鈥檚 Lender Services division and also heads the national sales team for the company鈥檚 Enterprise Solutions group. Under his leadership, WFG鈥檚 Lenders Services division has consistently ranked 鈥渨orld class鈥 for customer satisfaction, regularly garnering Net Promoter Scores of 70 and above. An industry leader in his own right, Dan received HousingWire鈥檚 Insiders Award in 2019 and Progress in Lending鈥檚 Thought Leader Award in 2020. A licensed New York and Pennsylvania attorney who got his start in the settlement services industry as a compliance officer with a national title insurer, Dan later moved into operations, assuming the role of Vice President. Since then, Dan has taken positions of increasing responsibility, including key roles in the areas ofoperations, product development, sales and sales management.聽 Dan takes great pride in building organizations focused on delivering exemplary products and services to their clients.聽 An avid cyclist,Dan lives in Westlake Village, California with his wife and high school sweetheart Molly.
29:58
September 30, 2020
Fintech Hunting Episode #50 with the incredible Brian Vieaux CMB, President of FinLocker
JUST RELEASED, this dynamic and insightful 50th episode of the Fintech Hunting podcast where we talk about how the mortgage business has changed in 2020, technologies impact, the importance of the borrower experience, shifts in lending, top tech priorities for lenders in 2021 and so much more with the incredible Brian Vieaux CMB, President of FinLocker. 聽Brian shares his wealth of knowledge and experience from working on the lender side of the business and the transition to the vendor side of the business. 聽Don't miss his insights and expertise as he shares his years of experience in the mortgage space. and the trends he is seeing in today's market. FinLocker is a consumer-enabled financial data platform that gives lenders access to critical borrower information via a trusted 3rd party that can be used to streamline the origination and underwriting processes for mortgages and other financial products. It reduces costs, time, and risks for all participants in the loan life-cycle, while expediting the data collection, verification, and analytics processes.
28:42
September 23, 2020
Fintech Hunting Episode #49 with the amazing Shad Hammond, Senior Loan Consultant at loanDepot
Newly released, this insightful episode of the Fintech Hunting podcast where we discuss the importance of social engagement in today's lending environment, tech priorities for loan advisors, how to sell to loan advisors and so much more with the amazing Shad Hammond, Senior Loan Consultant at loanDepot. 聽You don't want to miss the best ways to engage with a busy loan advisors. 聽Shad is a highly experienced loan advisor and team leader that is passionate about helping bring the dream of home ownership to individuals. 聽He understands the importance of digital in today's lending environment and shares his experience on how to best create relationships with borrowers, realtors, team members and other industry participants.
30:26
September 16, 2020
Fintech Hunting Episode #48 with the incredible Julie Lane, Marketing and Digital Guru for Financial Services
Just released, this dynamic and insightful episode of the Fintech Hunting podcast where we discuss the importance of digital experiences in financial services, how digital is accelerating due to COVID, going back to the basics, Fintech's role, key trends and so much more with the incredible Julie Lane, Marketing and Digital guru for financial services. Julie is an accomplished digital/marketing/data driven executive who excels in a fast paced and changing environment defining, leading and driving revenue creating strategies and solutions to meet customer needs and deliver business results. She is a passionate lifelong learner with exceptional ability to build and lead teams, make connections, solution problems, influence at all levels of management and deliver on commitments. Experience in bank, non-bank and fintech across Financial Services (B2C & B2B).
28:24
September 09, 2020
Fintech Hunting Episode #47 with the extraordinary Joe Wilson, Founder of SocialCoach
Just released, this powerful and engaging episode of the Fintech Hunting podcast where we discuss the power of social media, common roadblocks to success, how to improve engagement, the need for quality content and so much more with the extraordinary Joe Wilson, Founder of Social Coach. Joe is an expert in sales & marketing at high growth organizations, a social guru and expert networker in the financial services space. 聽He has extensive experience on both the lender and vendor side of the business. 聽Don't miss Joe sharing his wealth of knowledge and experience in how to improve engagement in our digital world.
29:54
September 02, 2020
Fintech Hunting Episode #46 with the amazing Fobby Naghmi, EVP, National Sales Manager of First Option Mortgage and Host of Laugh, Lend and Eat podcast
Just released, this dynamic episode of the Fintech Hunting Podcast where we talk about the current state of the mortgage industry, key trends, tech priorities for lenders, how to engage with lenders, the tech vetting process and so much more with the amazing Fobby Naghmi, EVP, National Sales Manager of First Option Mortgage and Host of Laugh, Lend and Eat podcast. Fobby has a great deal of experience and expertise to share. 聽He was hired as an inexperienced loan officer in 1994 and over a few years, he was able to develop a network of business partners that enjoyed working with him. That experience of building a referral network gives him an understanding to the challenges that his sales team face on a day-to-day basis. While the industry has changed, he firmly believe that the blue print remains the same to achieve success in the sales field. 聽 One of his blessings has been the ability to build cross-cultural teams. This really challenged him to better understand individual needs, while remaining focused on the greater goal. He believe no two sales people are identical, but the path to success can be identical. 聽 His "WHY" is knowing that every single day there is someone out there that just needs a little push in the right direction to take their career to the next level. Finding that sales person and then being allowed to give them that push provides more satisfaction to him than he ever could have imagined.
33:09
August 26, 2020
Fintech Hunting Episode #45 with the incredible Andrew Mears, Division Manager Bank of England and Josh Friend Founder & CEO Insellerate
Don't miss this newly released episode of the Fintech Hunting Podcast where we discuss current market conditions, the new GSE changes, consumer direct and retail in today's market, and the announcement of industry first innovation to radically transform borrower engagement with the incredible Andrew Mears, Division Manager Bank of England and Josh Friend Founder & CEO Insellerate. Andrew joined the Bank of England in 2018 as a Division Manager. Prior to joining Bank of England, Andrew served as Senior Vice President of Residential Lending at Congressional Bank where he co-lead the Indianapolis/Minneapolis/Atlanta based Lending Group. Prior to that, Andrew was an Executive Vice President at Ace Mortgage Funding, LLC. Prior to Ace Mortgage, Andrew was a Vice President at Wells Fargo Financial holding several senior management positions in Consumer, Retail, and Auto lending divisions. Josh Friend is Founder and CEO of Insellerate, he began his career as a loan officer and soon moved on to open six mortgage call centers. Over the past 21 years, he has grown to manage and train thousands of loan officers, processors, and marketing managers. That experience has helped him market to millions of consumers,聽 with that experience he has dedicated himself to building software for the mortgage industry since 2004.聽 With a keen eye for developing best-in-class sales processes, he leveraged automation & engagement software to build a better loan cycle. Combining the best from both a CRM and lead management system, Josh now enables lenders to achieve higher revenue goals with Insellerate鈥檚 award-winning CRM & Engagement Platform.
25:09
August 19, 2020
Fintech Hunting Episode #44 with the amazing Alec Hanson, SVP Division Manager loandepot
Don't miss this newly released episode fo the Fintech Hunting Podcast where we discuss the move to the digital first world, it's impact on local realtors and loan officers, importance of staying relevant and being in the game, 100 video's in 100 days and so much more with the amazing Alec Hanson, SVP Division Manager at loandepot. Alec has shown over his 15 year career in this business to be a dynamic leader within the mortgage industry. During his career he鈥檚 spent years in production as a nationally ranked, top 1% loan originator and organically created top producing branches for large, national lenders. Alec brings with him a drive and conviction that breeds success and enthusiasm in the people who work with him. At loanDepot Alec鈥檚 dynamic sales leadership helps his Branches and Loan Officers experience new and higher levels of success in their lives. He leads from a position of experience while encompassing a Top Producer鈥檚 mindset. On a personal note, Alec is an avid CrossFitter and owns his own CrossFit gym in Costa Mesa, CA. He鈥檚 never afraid to push himself and others around him to drive new results and push through old status quo鈥檚 to drive the mortgage industry to new heights.
28:14
August 12, 2020
Fintech Hunting Episode #43 with the incredible Eric Kujala, Director of Product Marketing at Ellie Mae
Don't miss this newly released episode of the Fintech Hunting Podcast where we discuss trends in the industry, the current state of AI (artificial intelligence), the difference between AI and RPA, how they are currently being used in the mortgage industry and so much more with the incredibly insightful Eric Kujala, Director of Product Marketing at Ellie Mae. He is working to improve the way mortgage lenders process loans: Capsilon IQ is a document and data management platform that transforms the way mortgage lenders, investors and servicers do business. By automating key steps in the loan process, Capsilon IQ increases productivity, saves costs, and ensures compliance. > Reduce labor by up to 80% by automating key steps along the loan life cycle > Speed loan turn times with an optimized workflow that works the way you do > Ensure data integrity by moving quality checks to the front of the process To learn more, send him a LinkedIn mail or use my request a demo form: http://www.capsilon.com/request-a-demo/
30:42
August 05, 2020
Fintech Hunting Episode #42 with special guest Dana Ventura, CRO at Credify
Don't miss this newly released episode of the Fintech Hunting Podcast where we discuss the current state of credit in the mortgage market, technologies role, tools to help LO's, and how to create borrower's for life and so much more. Dan is a highly experienced entrepreneurial executive who has demonstrated the ability to lead multiple diverse teams of professionals to new levels of success in a variety of highly competitive industries, cutting-edge markets, and fast-paced environments. He has strong online and offline marketing, sales, client management, customer service and business qualifications with an impressive track record of exceeding expectations. Dana has more than 20 years of hands on experience in strategic planning, business development, multiple project/product management, team building, training and motivation.聽
26:29
July 29, 2020
Episode #41 with the amazing Ana Maria Sanin, CEO of Confident Closers
Don't miss this new episode of Fintech Hunting where we discuss some of the biggest challenges LO's are facing right now, personal branding, the power of community, influence, faith and so much more, with the incredible Ana Maria Sanin, CEO of Confident Closers. Ana Maria is the CEO- Confident Executive Officer of Confident Closers working with Women of Faith, In Real Estate to Build Influence through their Personal Brand with *God-fidence*. 聽She believes in building solid, long-term relationships and the power of team-work. There鈥檚 a certain fulfillment that comes with serving others 鈥 for her, this is the pathway to real significance. Her mission is to decrease the number of women who reach the end of their lives regretting the things they never did because of their fear to fail. 聽
30:56
July 22, 2020
Episode #40 with Fintech extraordinaire Brian Zitin, Ceo of Reggora, and Forbes 30 Under 30
Don't miss this new episode of Fintech Hunting where we discuss industry disruption, how Fintech is changing how lenders approach appraisals, humility, the launching 鈥淭he Mortgage Lenders鈥 Guide to Working with Fintechs鈥澛, 聽聽featuring Kevin Peranio, Sherry Graniano, Trip Jendron, Jason Sorochinsky, Paul Orlando and Christy Soukhamneut, and so much more. Brian is the Co-Founder and CEO of Reggora, Forbes 30 Under 30, transforming the residential real estate appraisal process through modern automation. 聽Reggora is the industry鈥檚 leading all-in-one appraisal software for mortgage lenders and appraisal vendors.
22:25
July 15, 2020
Fintech Hunting Episode #39 with the amazing Molly Dowdy, Co-Founder of NEXT News & Events
Don't miss this dynamic episode where we discuss world-famous BBQ, the importance of building relationships, the transition to virtual events, tech demo's and so much more with the amazing Molly Dowdy, Co-Founder of NEXT Mortgage News & Events. Molly Dowdy is the co-founder of NEXT Mortgage Conference, the mortgage technology conference for women and the founder of Mortgage Tech Marketing. She has over 20 years of experience in marketing technology to mortgage lenders. Molly served as EVP, Marketing for valuation technology leader Mercury Network, where she oversaw communications and achieved 375% customer growth in four years. She has developed strategies for acquisitions and corporate restructuring, which include mortgage technology provider a la mode鈥檚 sale of Mercury Network to Serent Capital, Mercury Network鈥檚 growth and independent branding, and Serent Capital鈥檚 recent acquisition of Platinum Data Solutions.
24:20
July 08, 2020
Episode #38 with the dynamic Jim Deitch, CEO Teraverde & Scott Payne, CEO SDP Solutions
Are the lines of consumer direct and retail lending blurring in today's market? What are some emerging opportunities for lenders, how important is pipeline visibility, and the use data to make more informed decisions, especially on the front end and so much more will be discussed on this episode. 聽Join our special guest Jim Deitch, Ceo of Teraverde and Scott Payne, Ceo of SDP Solutions for this dynamic discussion. James M. Deitch has over 25 years of executive experience in the mortgage banking industry. He is co-founder and Chief Executive Officer of Teraverde. The author of three Mortgage Transformation books, two which are published by De Gruyter International. Teraverde helps mortgage bankers achieve greater profitability, streamlined operations and process improvement while staying fully compliant with regulatory requirements. Scott Payne, Ceo SDP Solutions which was born from the realization that many companies have a great sales philosophy, but waste precious time and money by managing their sales leads inefficiently. He is passionate about improving conversion rates and maximizing return on investment by eliminating wasted opportunities usually caused by an organization鈥檚 lead management systems not firing on all cylinders.聽
31:55
July 01, 2020
Episode #37 with the amazing Kelli Himebaugh Director of Sales Mortgage Builder Software
Need to change your approach to selling during COVID-19, looking to improve your "Discovery Process", want to find out what lenders are looking for when purchasing technology? 聽then don't miss this dynamic and insightful episode with the amazing Kelli Himebaugh Director of Sales at Mortgage Builder. 聽 She brings deep knowledge of the mortgage technology space alongside rich relationships developed over decades to her role as Director Sales for Mortgage Builder. She is a passionate, collaborative, and successful Sales Executive. I
30:19
June 24, 2020
Episode #36 with special guest Kelcey Brown, Chief Strategy Officer, EVP and Partner at WebMax
Don't miss this episode where we discuss the evolution of POS's in the mortgage industry, what lenders should be looking for to deliver a dynamic borrower experience, reducing the cost to originate and so much more with special guest Kelcey Brown, Chief Strategy Officer, EVP and Partner at WebMax. 聽 As the EVP and Chief Strategic Officer at WebMax, he aims to help your company grow, maximize its profits, and unleash your teams full potential. He is obsessed with customer success! 聽As a software development company, our Internet marketing solutions boost individual productivity and corporate growth by unleashing the full potential of your sales team: maximizing lead generation and conversion, expediting the loan origination process, enhancing referral partner relationships and seamlessly integrating with mission-critical third-party applications.
23:37
June 17, 2020
Episode #35 with the amazing Geoff Zimpfer, Chief Truth Teller, Podcaster, Author, Sales Coach and former Mortgage Originator.
Don't miss this timely and powerful episode where we discuss tips for loan officers during these super busy times, importance of mastering your communications, Geoff's new book "Disrupt of Die: 聽How to Survive and Thrive the Digital Real Estate Shift" and so much more. His bio includes: 聽"As the author of Instant Referrals for Mortgage Professionals, and host of the highly acclaimed podcast Mortgage Marketing Radio; I've been helping Mortgage Originators get more clients and make more money more for over 10 years. An Industry Insider鈥檚 Perspective I鈥檓 one of you! I know first hand the challenges originators face in capturing business from agents because as a retail Mortgage Originator, my personal loan volume reached $37 Million after just three short years 鈥 78% being purchase business referred by real estate agents. Today, I help Mortgage Originators leverage the power and speed of seminars, video, Social Media and other marketing tools to reach top producing agents, break into closed offices, boost origination鈥檚, and build deeper client relationships. Check out the podcast at: www.MortgageMarketingRadio.com"
31:28
June 10, 2020
Episode #34 with special guest George Schultz VP Client Development at Covius
You will want to hear this episode where we discuss how George got into the mortgage industry, current market conditions, the impact no travel has had on developing client relationships, Fintech and much more. George Schultz is Vice President of Client Development at Covius where he oversee's national development and advancement of key client relationships while sourcing, managing and implementing new business opportunities. He is a key contributor to the development and refinement of Company's vision and strategy.
25:45
June 03, 2020
New Episode #33 with special guest Rob Chrisman and Josh Friend
Don't miss this powerful and informative episode where industry experts Rob Chrisman and Josh Friend give market updates, current trends in the mortgage industry, key insights, and technologies role in creating greater efficiency and engagement. Rob Chrisman is a Capital Markets Consultant, Publisher of the highly sought after Rob Chrisman's Daily Mortgage News & Commentary, speaker, and industry expert. 聽Josh Friend is the CEO/Founder of Insellerate. 聽His expertise is in helping companies optimize lead opportunities by communicating with prospects when they are actively engaged in the buying process. Over the past decade he founded and developed companies that have consistently operated at 30 鈥 40% higher conversation rates than the national average.
32:46
May 27, 2020
Just Released Episode #32 with Special Guest Julian Sado, Chief Employee Ambassador & Business Strategist
What do J.Lo, Tone Loc and Hollywood have to do with building relationships and leading people in the mortgage industry? 聽Don't miss this Intriguing and insightful episode of Fintech Hunting where Julian shares his upbringing in LA, the transition to the mortgage industry, the importance of building and fostering relationships in the mortgage industry and so much more. Julian is a Speaker | Author | NLP Practitioner | Behavioral Coach -SNLP, CLC, CEIC He 聽loves to inspire and help others find their "Why" in their life. By doing this, his mission and his "Why" in life is fulfilled. A service centric leader with expertise in multiple industries and sectors. Known for developing high performing sales, service, and training initiatives. Diverse experience in Learning & Development, management, recruiting, and consulting. Insightful ability in partnering with team members and Executive Leadership to identify and capitalize on facilitating change to support the organizational operating objectives.
31:03
May 20, 2020
Just Released Episode #31 with the amazing Dalila Ramos, Business Development Manager at Planet Home Lending
Don't miss this dynamic and passionate podcast with Dalila Ramos, Business Development Manager at Planet Home Lending where we discuss the importance of building relationship vs. being transaction focused, best practices on how to engage during the pandemic, social media tips, technology and so much more. Dalila is a relationship and brand builder with a deep mortgage industry network. Connecting people to new opportunities andmentoring future mortgage bankers. 聽This is one episode you don't want to miss.
28:18
May 13, 2020
Just Released Episode #30 with Special Guest Ashley Gravano, VP of Product Solutions at Mortgage Cadence
Don't miss this engaging and insightful podcast with Ashley Gravano, VP of Product Solutions at Mortgage Cadence where we discuss how interacting with partners and prospects has radically changed since COVID-19, the importance of engagement, social media outreach and so much more. Ashley is a results-driven and detail-oriented sales professional offering proven sales success. An experienced and skilled professional in multiple areas whose leadership, energy and high motivation serve as an example to others. Excellent networking, issue escalation/resolution and interpersonal communication skills.聽
22:52
May 06, 2020
Fintech Hunting Episode #29 with the amazing Sue Woodard, Chief Customer Officer at Total Expert
This is one powerful and dynamic episode you don't want to miss. 聽Sue shares critical insights into the impact of COVID-19 on the mortgage industry, responding in uncertain times, the need to educate, inform and engage and three important tips at the end of the show that she gave her daughter. 聽Don't miss these insights and so much more that Sue shared on this episode of Fintech Hunting. Sue Woodard brings nearly 30 years of financial services and mortgage industry experience, strategic vision and leadership to her role as Chief Customer Officer 鈥 where her focus is on helping customers achieve greater productivity and long-term success. Sue started her career at the ground level, became a top producer, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and technology executive. In addition to having hosted a successful financial radio program and making guest appearances on CNBC, Sue has been awarded numerous industry honors, including the NMP Most Powerful Women in Mortgage Banking, the MPA HOT 100 list, the Housing Wire Vanguard Award, and the NMP Most Innovative Award. She also serves on the board of HOPE4Youth, a local non-profit working to end youth homelessness.
26:14
April 29, 2020
Special Fintech Hunting Episode #28 with Guest Kevin Peranio, Chief Lending Officer PRMG
This is one episode that you can't afford to miss. 聽As chief lending officer at PRMG Kevin shares his insights on COVID-19, Originator rate sheets, liquidity, FHFA, and exciting new technology being implemented during pandemic and so much more. Kevin is a thought leader, industry influencer, tech evangelist who shares his insights, and industry experiences during this time of crisis. 聽Don't miss this timely and thought provoking special episode of Fintech Hunting.
33:15
April 25, 2020
Fintech Hunting with special guest Michael Markette, President & Partner at Qortel
During the COVID-19 pandemic remote workforces are becoming the norm. 聽Listen to this insightful episode of Fintech Hunting to hear about the power of call routing, using data to deliver a more timely and relevant message, gain insights into call tracking of remote employees and so much more. 聽Don't miss this episode with special guest Michael Markette, President & Partner at Qortel. Michael specializes in Call Monitoring, Analytics, Customer Recovery, Recruiting and Hiring Call Center Experts which is critical in today's environment. 聽He began by building a call tracking solution in the garage of his Seattle home and 'who knew' it would grow into a multi faceted call analytics business leveraging machine learning.聽 Don't miss this insightful and highly relevant episode of Fintech Hunting.
25:07
April 22, 2020
Fintech Hunting With Special Guest Christina Jenkins, Partner at Sandler Law Group SVP, Client Development at AsurityDocs
Don't miss this powerful episode where we discuss COVID-19 and how it is impacting Lenders and Services differently, CARES Act, technologies impact, the heart of soul of the mortgage industry and so much more. 聽 Christina Jenkins is a Partner at Sandler Law Group, a premier provider of residential mortgage document preparation and outsourced closing services, and Senior Vice President of Client Development with AsurityDocs, a Tech 100 software provider of best in class compliant mortgage loan documents. 聽 Ms. Jenkins advises law firm clients through a broad range of mortgage banking compliance issues, assisting lenders with origination, closing, and post-closing compliance.聽 At AsurityDocs, she is a lead advocate in coordinating internal resources for the preparation and delivery of best-in-class, client-centric product solutions and in transforming existing client relationships into deeper and more rewarding client partnerships. Ms. Jenkins鈥 career in the mortgage industry began in 1996 as a mortgage file clerk and has progressed through college and law school with her gaining significant experience in the areas of compliance, residential mortgage banking, asset resolution and commercial loan originations. Before joining Sandler Law Group and AsurityDocs, Ms. Jenkins served 15+ years in private practice as mortgage banking compliance counsel nationwide and overseer of Texas document preparation. In January of 2020, Ms. Jenkins was proud to be peer nominated and accepted induction as a Fellow of the American Bar Foundation, a global honorary society of attorneys, judges, law faculty, and legal scholars whose public and private careers have demonstrated outstanding dedication to the highest principles of the legal profession and to the聽welfare of their communities. Membership in the Fellows is limited to one percent of lawyers licensed to practice in each jurisdiction.
26:33
April 15, 2020
Finch Hunting Special Edition with Faith Schwartz and Dana Dillard
During the COVID-19 outbreak we are committed to providing timely and vital information to the finance industry. 聽Join us for this special episode with guests Faith Schwartz, President of Housing Finance Strategies and Dana Dillard, EVP Corporate Social Responsibility for Mr. Cooper. Faith Schwartz is a leading housing finance expert who has played a firsthand role in shaping industry best practices and public policy during her 30-year career. As founding principal of Housing Finance Strategies, she serves marquis public and private housing finance organizations with timely industry analysis and ad-hoc consulting. Previously, Schwartz held executive positions at CoreLogic and Freddie Mac. In 2007 she was recruited to lead HOPE NOW, an alliance formed by the Housing Policy Council and the Treasury Department. As HOPE NOW's executive director, she assembled a coalition of government agencies, lending institutions, nonprofits and trade associations to address 聽challenges of the housing market crisis. Schwartz has been recognized by Mortgage Banking magazine as one of its 20 Distinguished Industry Women, as a HousingWire Woman of Influence and as a recipient of Five Star Institute鈥檚 lifetime achievement award. 聽She currently serves on the boards of FormFree, RiskSpan, Class Appraisal, FundingShield and Gateway First Bank. Dana is a senior mortgage servicing leader with over 25 years loan administration and default experience in both bank and non-bank environments. Loan administration experience includes leading teams in escrow analysis, acquisitions, cash management and all aspects of customer relations functions. Default experience includes managing collections, imminent default, community facing loss mitigation, short sales and REO.
27:40
April 10, 2020
Fintech Hunting with special guests Jim Deitch & John Hedlund
Join Jim Deitch, Ceo of Teraverde & John Hedlund, COO of AmeriHome Mortgage discuss COVID-19 and it's impact on the mortgage industry, critical issues to restore confidence in the markets, remote workforces and much more. James M. Deitch聽has over 25 years of executive experience in the mortgage banking industry. He is co-founder and Chief Executive Officer of Teraverde. The author of three Mortgage Transformation books, two which are published by De Gruyter International. Teraverde helps mortgage bankers achieve greater profitability, streamlined operations and process improvement while staying fully compliant with regulatory requirements. John Hedlund is an experienced C-level executive, specializing in the strategic design, execution and leadership of large, diverse financial organizations. Most recently John helped found and lead Amerihome Mortgage Company into a top 5 Correspondent Lender in only 3 years. He has successfully led numerous companies and businesses through major transformational change over the past 32 years, displaying a unique ability to drive sustainable revenue growth and cost reduction through innovation while fostering a loyal and cohesive leadership team. A decisive and energizing leader, he quickly aligns, executes and focuses employees to exceed business challenges and enhance shareholder value. He consistently demonstrates a rare combination of strategic foresight with ability to lead through complex implementations.
30:44
April 08, 2020
Fintech Hunting with special guest Joe Dahleen, SVP Strategy & Sales FirstClose
Joe is the SVP of Strategy and Sales combining PropTech and FinTech into One Solution at FirstClose. 聽FirstClose is a highly respected provider of best-in-class property & borrower data intelligence and settlement services nationwide. We specialize in delivering a powerful web app and LOS plugin that is the industry鈥檚 first and only home equity and refi tool that offers everything from application to servicing (credit score, valuation, title, tax, flood, closing and recording) on one easy-to-navigate platform. Listen to Joe's insights on the Coronavirus and it's impact on the mortgage industry, technology that can help during this crisis, new innovation and much more. 聽Don't miss this dynamic and insightful episode.
24:25
April 01, 2020
Fintech Hunting with special guest Brian Koss, EVP Mortgage Network
Don't miss this timely and insightful episode of Fintech Hunting. 聽Brian Koss is Executive Vice President of Mortgage Network, where his mission is to help mortgage sales professionals identify their strengths and empower them to achieve their goals. His 30-year career in mortgage banking began as a loan officer and has given him the depth, experience, and perspective required to effectively train hundreds of loan officers and take them from good to great.
24:00
March 25, 2020
Fintech Hunting with special guest Daniela (Bianchi) Bigalli, Senior Vice President Sales and Marketing at Homestead Funding Corp
Join Daniela (Bianchi) Bigalli, 聽Senior Vice President Sales and Marketing at Homestead Funding Corp. - NMLS #34065 Company NMLS #3232 on this wonderfully insightful episode. 聽She is a seasoned Vice President of Sales and Marketing with a demonstrated history of mortgage industry experience. She has been with Homestead Funding for over a decade. Over the past several years, she has worked to expand their footprint and make Homestead a household name. She is also dedicated to helping her sales team succeed and offer assistance and insight whenever she can. Through a combination of excellent customer service, broad product offerings, and user-friendly technology, Homestead has become the largest residential mortgage lender in the Capital District of New York. They have branches throughout the eastern US, and continue to grow. Don't miss this powerful and insightful episode.
15:53
March 18, 2020
Fintech Hunting with special guest Arvin Sahakian Co-Founder & EVP Sales & Marketing BeSmartee
Join us for the episode of Fintech Hunting with special guest Arvin Sahakian Co-Founder EVP of Sales & Marketing at BeSmartee. 聽BeSmartee庐 develops and licenses software to mortgage lenders. We are integrated with over 165 service vendors, and utilize big data, artificial intelligence, and process automation to improve the lending process. Our Mortgage POS, Home Equity POS, and TPO Submission Platform help our Clients reduce lending cycle times, reduce costs, and improve the user experience for their originators and customers. Listen to Arvin share his industry insights and experiences as botha lender and technology provider. 聽don't miss this episode.
26:13
March 11, 2020
Special Edition of Fintech Hunting LIVE from NEXT with FormFree & Roostify
This special episode is coming LIVE from the NEXT conference from Dallas Texas featuring the amazing Cindy Snow of FormFree, Bryson Hammond of Roostify and Christry Moss of FormFree. 聽Don't miss these technology executives share their insights and expertise from NEXT.
25:17
March 09, 2020
Fintech Hunting with the Amazing Christine Beckwith, President & COO of 20/20 Vision for Success Coaching
Christine is an Award Winning Mortgage Industry Executive Sales Leader. 'NAWRB 鈥淏est Woman Owned Business in Banking鈥, 鈥淢ost Powerful Women in Banking 2019鈥. "Most Connected Mortgage Pro" 2018 & 2019- NMP Magazine. News Anchor, Mortgage News Network. Best Selling Author. Sought after public speaker. Writer & Public Columnist. President, COO & Master Coach of 20/20 Vision for Success Coaching. Mother. Happy human. 聽Don't miss her incredible mortgage industry insights.
41:28
March 04, 2020
Fintech Hunting LIVE from NEXT Conference in Dallas, Texas. Technology Roundtable featuring FirstClose, Snapdocs and Agent Find.
This episode of Fintech Hunting is LIVE from the NEXT Conference in Dallas, Texas featuring the amazing Sara Nakae, FirstClose, Anupreet Walia, Snapdocs, David Parrish, Snapdocs and Tracy Laney Agent Find. 聽Don't miss this powerful tech roundtable with the latest from the NEXT conference.
32:55
March 02, 2020
Fintech Hunting with special guest Jim Morin, EVP Norcom Mortgage
Jim Morin is a EVP at Norcom Mortgage. 聽At Norcom Mortgage, their mission to provide lending solutions that are tailored to meet their clients' needs through a clear, fair, and best-in-class client experience is made possible through their core values of service, respect, and communication. The result is superior business that stands out above the crowd. They believe every client deserves premium service, and they go above and beyond so their clients have the best experience possible. Our team is composed of experts at all levels who work efficiently and effectively to achieve results and make our clients feel supported and confident through the entire process. 聽Don't miss this episode where Jim a self proclaimed tech heard shares valuable insights on technology, it's impact on the borrower experience and other trends in the mortgage space.
22:59
February 26, 2020
Fintech Hunting LIVE from NEXT with special guests Faith Swartz and Casey Hughes-Wade
Don't miss these powerful insights live from NEXT in Dallas, Texas featuring the amazing Faith Swartz President of Housing Finance Strategies and Casey Hughes-Wade National Business Development Manager at SimpleNexus . 聽Each NEXT event targets a select group of decision making executives and is limited to 200 attendees, which fosters an open, welcoming environment for networking. Roughly 85-90% of lender attendees hold a title of VP or higher and approximately 85% of attendees are women. In less than two years, NEXT has emerged as the mortgage industry鈥檚 preferred gathering point聽for high ranking, accomplished executives to meet, learn and exchange information.
22:29
February 25, 2020
Fintech Hunting with special guest Lisa Schreiber, SVP Non Agency Lending, NewRez
Lisa is the SVP of Non Agency Lending at NewRez. 聽In this episode she will share her incredible industry experience, technology insights and mortgage trends she sees in 2020. 聽This is one episode you do not want to miss.
24:26
February 19, 2020
Fintech Hunting with the Amazing Kelsey Rauchut, National Business Development Manager & Growth Coach at AnnieMac
Kelsey is the National Business Development Manager & Growth Coach at AnnieMac. 聽She grows mortgage teams and scales production! She is recognized as an Industry Influencer, named Mortgage Banking鈥檚 Most Powerful Women Award Winner and a Faith Driver. 聽It this episode she shares what loan officer need to do to scale and increase production, talks technology, engagement and faith. 聽This is one episode you do not want to miss.
24:55
February 12, 2020
Fintech Hunting Live from Newport Beach CA with special guest Josh Friend, CEO and Founder of Insellerate.
Insellerate helps lenders close more loans and engage better through text, social, email, and more. 聽Josh's expertise is in helping companies optimize lead opportunities by communicating with prospects when they are actively engaged in the buying process. Over the past decade I founded and developed companies that have consistently operated at 30 鈥 40% higher conversation rates than the national average. As the percent of consumers who research and purchase products and services online continues to increase at an accelerated pace, the keys to driving ROI will be efficiency and immediacy. 聽Don't miss this insightful episode.
29:13
February 05, 2020
Fintech Hunting with special guest Leora Ruzin CMB, Managing Editor of Mortgage Women Magazine
Leora is the Managing Editor of Mortgage Women Magazine, a Certified Mortgage Banker, and industry thought leader. She will share her extensive mortgage banking background as a lender, discuss how technology purchases are made and how lenders make those decision. 聽Don't miss Leora's wealth of insights and tends that she see for the mortgage industry in 2020.
24:33
January 29, 2020
Fintech Hunting with special guest Brian Vieaux, President of FinLocker
Brian is President of FinLocker. 聽FinLocker is a consumer-enabled financial data platform that gives lenders access to critical borrower information via a trusted 3rd party that can be used to streamline the origination and underwriting processes for mortgages and other financial products. It reduces costs, time, and risks for all participants in the loan life-cycle, while expediting the data collection, verification, and analytics processes. Brian shares his wealth of knowledge and experience from working on the lender side of the business and the transition to the vendor side of the business. 聽Don't miss his insights and expertise as he shares his years of experience in the mortgage space.
30:20
January 22, 2020
Fintech Hunting with special guest Dave Sims, Founder and CEO of Floify
Dave launched Floify in 2013, the company鈥檚 digital mortgage technology was considered groundbreaking at the time, particularly among the residential mortgage industry鈥檚 top-producing brokers and enterprise lenders. Since then, he has continued to lead Floify as the company鈥檚 CEO, which has allowed him to ensure they remain the industry鈥檚 leading mortgage point-of-sale solution. Over the last several years, he has spearheaded the development of third-party integrations with industry titans like CBC Innovis, DocMagic, LendingQB, Equifax, AFR Wholesale, and many more. Further cementing Floify鈥檚 uniqueness and leadership in the marketplace, he facilitated the 2018 release of the world鈥檚 most sophisticated mortgage application ever conceived, which has helped catapult my company into bold and uncharted territory. Dubbed 鈥楢pply Now 2.0,鈥 his team 聽dramatically improved the application experience via an intuitive "interview-style". 聽Check out his unique perspective on technology and mortgage lending.
21:46
January 15, 2020
Fintech Hunting with the amazing Kevin Peranio, Chief Lending Officer PRMG
This is one episode that you do not want to miss. 聽As chief lending officer at PRMG Kevin's shares his insights on growth, leadership and technology. 聽Find out what it takes as a lender to get your technology in front of him and other lenders. 聽
25:33
January 08, 2020
Fintech Hunting with special guest Eric Kujala Director, Industry Relations and Partnerships at Capsilon
Eric Kujala is the Director of Industry Relations and Partnerships at Capsilon. 聽He leads Capsilon鈥檚 efforts to drive adoption and growth of Capsilon鈥檚 digital mortgage platform through strategic industry partners. Eric is responsible for developing, implementing and managing a comprehensive, strategic partner and industry relations program. 聽On this episode of Fintech Hunting Eric will share his industry insights and discuss the importance of back end process in the mortgage industry.
24:14
December 18, 2019
Fintech Hunting with special guest Tobi Libbra Director of Cyber Security Awareness IL Group
Tobi Libbra, cyRM is the Regional Vice President of Business Development and Director of Cyber Security Insurance & Awareness for IL Group. Tobi also serves as an Associate Broker for IL Group Real Estate. Tobi holds certification in Cyber Insurance & Risk Management along with a Real Estate Broker鈥檚 license in multiple states for over 17 years, owning her own Real Estate Brokerage for 13 of those years. Tobi is one of the few people to have management roles in both sides of the industry working closing with Realtors and Originators along with mortgage industry executives and operations in protecting both their companies and portfolios.
23:18
December 11, 2019
Fintech Hunting with Guest Ken Bartz
On this episode of Fintech Hunting 聽we have 聽special guest Ken Bartz Founder & CVO of Monster Lead Group. 聽He shares his insights and experience to help lenders achieve explosive growth. 聽He was once a loan officer, sales manager, mortgage executive and ultimately the owner of a mortgage company. He understands the difficulties related to mortgage originations that lenders face daily. 聽He is grateful for the opportunity to give back; to help other mortgage professionals reach their full potential and achieve their dreams.
21:55
December 04, 2019
Fintech Hunting with Guest Alex Kutsishin Co-Founder, CEO and Chief ROI Booster at Sales Boomerang
Sales Boomerang offers the only automated Borrower Intelligence and retention system in the mortgage industry. 聽They help Mortgage Companies achieve Increased loan volume by providing tracking and notification software that will notify the mortgage company or bank that their customers and/or prospects are now great candidates for a loan. They have already helped their clients discover billions of dollars in missed opportunities in 2019 alone.
26:08
November 27, 2019
Fintech Hunting with Guest Raquel Borras Director of Business Development at Main Street Home Loans
Raquel is a social media rock star in financial services, highly sought after speaker, talent acquisition specialist and extremely dedicated to giving back to the mortgage industry. 聽On this episode she will share key insights, best practices, and actionable tactics to propel you forward.
25:43
November 20, 2019
Fintech Hunting with Guest Jim Deitch CEO Teraverde
James M. Deitch聽has over 25 years of executive experience in the mortgage banking industry. He is co-founder and Chief Executive Officer of Teraverde. The author of three Mortgage Transformation books, two which are published by De Gruyter International. Teraverde helps mortgage bankers achieve greater profitability, streamlined operations and process improvement while staying fully compliant with regulatory requirements.
22:17
November 13, 2019
Molly Dowdy of NEXT Conferences
Don't miss this episode with the amazing Molly Dowdy of NEXT Conferences
28:42
November 06, 2019