Fintech Hunting
By Hosted By Michael Hammond
How AI & CRM Innovation Are Helping Lenders Close More Loans | Josh Friend of Insellerate
Welcome to a game-changing episode of the FinTech Hunting Podcast!
Host Michael Hammond sits down with AI pioneer and borrower engagement expert Josh Friend, Founder & CEO of Insellerate, to unpack the explosive growth of their AI-powered Athena platform and the CRM that’s transforming how mortgage lenders operate.
Key Highlights from this episode:
13 new enterprise clients signed in H1 2025—how Insellerate is scaling fast
Inside Athena: How reviewing over 700,000+ calls is driving loan conversion
AI with a Purpose: Predictive lead scoring that slashes wasted effort and boosts ROI
CRM That Works for You: Why 12 of 13 enterprise clients chose Insellerate’s CRM, not just the AI
Specialized AI, not general-purpose tools—built for mortgage pros by mortgage pros
Operational Efficiency & Scalability: Eliminate wasted hours and improve outcomes
CRM Agnostic but Powerful Enough to Convert: From Salesforce to proprietary systems
Whether you're a retail lender, consumer direct, or wholesale—this episode is a must-listen for understanding how intelligent automation is leveling the playing field in financial services.
Quote of the Episode:
"We're not just giving you a tool. We're operationalizing AI so you can close more loans—faster, smarter, and at scale." – Josh Friend
Learn more about Insellerate & book a demo: https://insellerate.com
Contact the team directly: info@insellerate.com
Subscribe for exclusive insights from fintech innovators, AI disruptors, and lending leaders.
If this episode brought you value, leave a comment and share how your team is leveraging AI to drive results.
Modernizing Appraisals & Leading with Purpose in Mortgage | FinTech Hunting w/ Cindi Harris
Modernizing Appraisals & Leading with Purpose in Mortgage | FinTech Hunting w/ Cindi Harris
In this episode of the FinTech Hunting Podcast, host Michael Hammond welcomes appraisal innovator and leadership advocate Cindi Harris, owner of Harris Real Estate Valuation and Consulting and founder of People Move Mountains.
🚀 Inside the Episode:
How UAD 3.6 is streamlining the appraisal process
The shift toward hybrid appraisals and modern inspection tools
Why the industry must attract the next generation of appraisers
The power of genuine connections through LinkedIn and business book clubs
Cindi’s leadership philosophy: clarity, trust, and service
How younger and older generations can learn from one another in the workplace
Whether you're in valuation, mortgage origination, or leadership development, this episode is packed with insights for anyone looking to grow professionally while navigating change in the mortgage space.
🔗 Connect with Cindi:
📧 cindi@peoplemm.com
💼 Cindi Harris on LinkedIn
👍 Like, 💬 comment, and 🔔 subscribe to hear more conversations at the intersection of mortgage, technology, and leadership.
📄 Updated YouTube Description:
How Lenders Can Win in 2025: Streamline Tech, Drive Personalization, and Retain Borrowers |
Welcome to another power-packed episode of the FinTech Hunting Podcast, hosted by Michael Hammond!
In this episode, we’re joined by Nick Belenky, Managing Director of Solution Sales, and Matt Dowd, VP of Product Management at ICE Mortgage Technology, two of the brightest minds reshaping the mortgage tech space. If you're a lender, LO, or fintech leader navigating today's volatile market—this is the strategic blueprint you’ve been waiting for.
🔍 What You'll Learn:
How to simplify your tech stack and eliminate “spaghetti code”
The real meaning of personalization—and why it's more than using a borrower's name
Why high-tech must meet high-touch for loan officers to succeed
How to create a “single pane of glass” that drives adoption and borrower engagement
The future of borrower retention and the myth of the post-close "set it and forget it"
Why lenders need to stop acting like tech companies and start focusing on scalable growth
🎯 Whether you’re dealing with legacy systems, juggling five CRMs, or simply trying to get LOs to adopt your tech—this episode is packed with actionable strategies, empathy for your challenges, and a clear path to sustainable profitability.
👉 Don’t forget to like, subscribe, and hit the bell for more expert insights every week!
Why Your Website Traffic Is Dropping—and How to Fix It | SEO, AI Search Alizabeth Leng-Barton
Consolidation, Tech Innovation & AI in Lending: Roy George on the Future of Mortgage Banking
Consolidation, Tech Innovation & AI in Lending: Roy George on the Future of Mortgage Banking | FinTech Hunting
📝 YouTube Description:
🚀 Welcome back to another exciting episode of the FinTech Hunting Podcast! 🚀
In this powerful conversation, Michael Hammond sits down with Roy George, President at More Lending, Certified Mortgage Banker, and industry thought leader, to dive deep into the current and future state of the mortgage industry.
You'll learn: ✅ Why lenders must lean into technology and AI to survive and thrive
✅ How market consolidation and margin compression are reshaping the lending landscape
✅ The strategic advantages early tech adopters have over late followers
✅ How AI is driving operational efficiencies, marketing innovation, and underwriting improvements
✅ Why authentic networking at industry events is still critical in the digital age
✅ Insider tips on how Roy vets tech vendors and evaluates AI opportunities
✅ The impact of personal branding, CRM strategies, and building real relationships in today's competitive environment
Roy shares candid insights about embracing AI-driven tools like ChatGPT, custom GPTs, and automation technologies while stressing that those who wait too long risk being left behind.
✨ If you’re a lender, loan officer, tech provider, or financial services professional trying to navigate today’s challenges — this episode is a must-watch!
Housing Market Mayhem, AI Disruption & The Future of Homeownership: Diego Sanchez on Fintech Hunting
Housing Market Mayhem, AI Disruption & The Future of Homeownership: Diego Sanchez on Fintech
In this episode of the Fintech Hunting podcast, host Michael Hammond sits down with Diego Sanchez, President of HousingWire Media, to unpack the chaos in the current housing market and what it means for lenders, agents, and homebuyers.
From Trump’s Liberation Day tariffs to the volatility in mortgage rates and the spring buying season slowdown, Diego shares sharp insights on market uncertainty and how it's shifting consumer behavior.
🔥 Highlights include:
• Why rates staying near 7% could stall the housing rebound
• How HousingWire's real-time data tools are changing the game
• Behind the scenes of the beard challenge and The Gathering event
• Exclusive scoop on Rocket’s latest acquisitions (Redfin + Mr. Cooper)
• Why AI, local data, and digital leadership are key to surviving 2025
Plus, get a sneak peek at Varun Krishna's return to the main stage and how Rocket is building the “Apple of Homeownership.”
📍 The Gathering: June 8-11 | Colorado Springs – Limited tickets available!
🔗 Get your ticket: https://housingwire.com (https://housingwire.com/)
🎧 Subscribe for weekly fintech insights, expert interviews, and bold predictions from the front lines of di
gital mortgage innovation.
Empowering Teens Through Financial Literacy | Rethink Everything You Know – Brooke Lapides & Dana Georgiou
In this inspiring episode of the FinTech Hunting Podcast, host Michael Hammond sits down with two powerhouse women in financial services — Brooke Lapides, Director of Business Partner Development at MeridianLink, and Dana Georgiou, Chief Everything Officer and passionate financial literacy advocate.
Together, they co-authored "Rethink Everything You Know About Financial Literacy: Teen Edition", a collaborative book written by 14 incredible women. From personal stories of financial missteps to practical lessons designed to empower teens and young adults, this episode is packed with insight, heart, and hope for the next generation.
🎯 Key Takeaways:
Why schools fall short on teaching financial literacy
How everyday money mistakes turn into lifelong lessons
Why this book is a must-have for every teen, parent, and educator
The power of LinkedIn connections that sparked this movement
How to order your copy — and even bulk orders for schools or nonprofits
📚 Get your copy on Amazon: [Insert Link]
📦 Interested in bulk orders? Connect with Brooke or Dana on LinkedIn.
🔗 Connect with the Guests:
Brooke Lapides: https://www.linkedin.com/in/brookelapides
Dana Georgiou: https://www.linkedin.com/in/danageorgiou
📢 Don’t forget to subscribe, like, and share this episode if you’re passionate about making financial literacy accessible to all generations.
#FinancialLiteracy #FinTechHunting #TeenFinance #WomenInFinance #MoneyMatters #Leadership #MortgageIndustry #MichaelHammond #DanaGeorgiou #BrookeLapides #RethinkEverything #MeridianLink #FinancialEducation #FinServ #MoneySmarts
From Pitch to Partnership: Jason Smith on Authentic Video, Fintech Sales, and AI in Mortgage
From Pitch to Partnership: Jason Smith on Authentic Video, Fintech Sales, and AI in Mortgage. In this powerful episode of the FinTech Hunting Podcast, Michael Hammond sits down with returning guest Jason Smith, Director of Partnership Development at Figure, host of One Take, and a well-known voice in fintech sales and relationship marketing.
🎯 What You’ll Learn in This Episode:
• Why authentic video content builds real trust in B2B sales
• How to evolve beyond the "features and functions" pitch in tech sales
• The shift from competition to collaboration and strategic partnerships
• Where AI fits in today’s mortgage and fintech workflows (without losing your voice)
• The untapped power of home equity in today’s financial markets
Jason shares hard-earned insights from the field, deep truths about human-to-human selling, and why companies must stop leading with themselves and start focusing on the real why of their customers.
🔗 Ready to rethink how you’re selling, partnering, and showing up in your market? Tune in now and fuel your fintech strategy with actionable insights.
🎧 Listen. Learn. Lead.
Subscribe to FinTech Hunting for more future-forward conversations.
Unlocking Mortgage Profitability with AI, Innovation & Process: Paul Loftus
Welcome to another power-packed episode of the Fintech Hunting Podcast! 💥
In this episode, host Michael Hammond sits down with Paul J. Loftus, CEO of Loan Vision and a true industry visionary, to discuss how lenders can navigate today's turbulent market by focusing on process improvement, AI-driven innovation, and technology that actually moves the needle.
🎙️ What You’ll Learn in This Episode:
Why IMBs are still losing money per loan—and how to reverse the trend
The real role of AI in mortgage lending (hint: it’s NOT a magic wand)
How to shine a light on the "dark areas" of your business
Why profitability starts with process, not just tech
The future of automation, reconciliation, and back-office transformation
Exclusive insights on LV Comp, Loan Vision’s new LO compensation platform
How to get started with AI—without the overwhelm
🚀 Whether you're a lender, tech vendor, or mortgage executive, this episode is packed with insights that will help you drive efficiency, profitability, and innovation—even in a down market.
🔗 Connect with Paul Loftus
🌐 LoanVision.com
📩 paul.loftus@loanvision.com
🎧 Don’t forget to: 👍 Like
🗨️ Comment
🔔 Subscribe for more Fintech insights
📢 Share this episode with your network!
FinTech Hunting Featuring Christine Beckwith: The Truth About Today’s Market, Coaching, Rising Again
The FinTech Hunting Podcast | Featuring Christine Beckwith: The Truth About Today’s Market, Coaching, and Rising Again
🔥 In this jam-packed episode of the FinTech Hunting Podcast, host Michael Hammond welcomes back a true industry legend—Christine Beckwith, Founder & CEO of 20/20 Vision for Success.
From breaking down current market conditions to sharing game-changing strategies for loan officers, Christine delivers raw, real, and relevant insights every mortgage and real estate professional needs to hear.
🎯 What You'll Learn:
Why the biggest challenge today isn’t the market—it’s mindset
What savvy LOs are doing NOW to prepare for the next boom
How financial pressure is creating new opportunities
The untapped value of coaching during tough times
The rise of Lighthouse Advisors and MLL Force—and why fractional consulting is the future
🚀 Christine doesn’t just predict the future—she equips you to thrive in it. Whether you're struggling to revive your database or wondering how to stay visible on social, this episode is your playbook.
👉 Ready to stop waiting and start leading? Tune in now and level up your business before the market shifts.
🔗 Learn more: https://visionyoursuccess.net
📧 Contact Christine: Christine@visionyoursuccess.net
🎧 Available on Apple Podcasts, Spotify, and all major platforms.
#MortgageMarketing #FinTechHunting #LoanOfficerSuccess #Christine
Unlocking the Power of Data in Mortgage Lending | FinTech Hunting Podcast with Richard Lombardi
Unlocking the Power of Data in Mortgage Lending | FinTech Hunting Podcast with Richard Lombardi
In this episode of FinTech Hunting, host Michael Hammond sits down with Richard Lombardi, EVP of Property Data Solutions & Data Strategy at ICE Mortgage Technology, to explore how data is transforming the mortgage industry.
🏡 What You’ll Learn in This Episode:
✅ How data integration is driving efficiency in mortgage workflows
✅ The role of ICE Fee Solutions, Flood Reports, and AVM models in loan processing
✅ How lenders can reduce TRID violations & save millions with data-driven insights
✅ The future of AI, automation, and predictive analytics in lending
📌 Key Takeaways:
• ICE’s advanced fee monitoring & dashboards are minimizing costly errors for lenders
• Seamless data integration into Encompass & servicing platforms enhances borrower experience
• The latest industry trends on data-driven decision-making in financial services
💡 Don’t miss out on the latest insights in mortgage tech innovation!
FinTech M&A Shakeup: How to Survive & Thrive in 2024 | Fintech Hunting Podcast.
inTech M&A Shakeup: How to Survive & Thrive in 2024 | Fintech Hunting Podcast. In this must-listen episode, host Michael Hammond sits down with Julia Brown, an industry thought leader, process efficiency evangelist, and &A expert. They dive into the state of the FinTech, PropTech, InsurTech, and MortgageTech markets, the consolidation trend shaping the industry, and how companies can achieve profitability in today’s challenging environment.
🔹 What You’ll Learn:
✅ The boom of 2020-2021 and how it shaped today’s market
✅ Why M&A and consolidation are at the forefront of financial services
✅ The importance of strong unit economics and automation
✅ Why companies must run their business as if they were for sale
✅ How expertise as a service (EASE) is changing the game
Julia also shares insights about her new company, Telescope, and how it’s helping companies find clarity, drive efficiency, and unlock profitability in financial services.
🎧 Tune in now! Don't forget to like, comment, and subscribe for more expert insights on FinTech and financial services trends.
The Future of Mortgage Automation & AI with Rajan Nair
Welcome to a brand-new episode of the FinTech Hunting Podcast with your host, Michael Hammond! In this episode, we dive deep into the future of mortgage automation, AI, and digital transformation with Rajan Nair, CEO of Indecomm.
💡 Rajan shares groundbreaking insights on:
✅ Intelligent document automation and mortgage technology
✅ The real impact of AI on lenders and operational efficiency
✅ FHA underwriting innovations and compliance strategies
✅ The challenges lenders face in reducing loan origination costs
With market conditions remaining uncertain, efficiency and automation are more critical than ever. Tune in as Rajan and Michael discuss how lenders can streamline workflows, optimize their tech stacks, and leverage AI for real-world impact.
🔗 Learn more about Indecomm: indecomm.com (https://www.indecomm.com/)
Market Insights & Loan Options: Eloise Schmitz on Tech in Lending
Market Insights & Loan Options: Eloise Schmitz on Tech in Lending
Description:
Join Michael Hammond in this episode of the FinTech Hunting Podcast as he chats with Eloise Schmitz, CEO of LoanNEX about the current market and the tech helping lenders.
What's discussed:
• Market Overview (2025): Eloise gives her take on the market, rates, and what to expect in the coming year.
• Tech's Impact: Learn how tech helps loan officers handle current market conditions and access different loan products.
• LoanNEX Innovations: Eloise shares exciting news about LoanNEX including new services for retail and how they're improving the loan process with exception handling.
• Encompass Integration: Find out how LoanNEX is making it simpler for those using Encompass.
• Upcoming Events: See where you can meet the Lonex team at upcoming events like the ICE Experience #X25 and MCT.
Eloise also talks about these important topics:
• Investment property options
• Fix and flip options
• Bridge financing
• Reverse
Whether you're a lender, broker, or just curious about fintech, this episode offers useful info and ideas.
The Future of Mortgage Tech: AI, Efficiency, and Market Trends with Tim Nguyen | Fintech Hunting Podcast
The Future of Mortgage Tech: AI, Efficiency, and Market Trends with Tim Nguyen | Fintech Hunting Podcast
Join Michael Hammond as he talks with Tim Nguyen, co-founder and CEO of BeSmartee and Ask Bob, about the current mortgage market and tech trends for 2025. In this eye-opening episode, Tim shares his thoughts on:
• The "new normal" in the mortgage industry and how lenders can adapt
• Ways to improve operational efficiency and manage costs effectively
• The role of technology in the mortgage business, including AI and mobile apps
• Exciting updates from BeSmartee, including a new software version and mobile app features
• How Ask Bob is using AI to transform business operations across industries
• Practical tips for getting started with AI in lending and financial services
Tim offers valuable insights on navigating the changing mortgage landscape, embracing new technologies, and staying competitive in 2025 and beyond. Whether you're a mortgage professional, fintech enthusiast, or curious about the future of finance, this episode is packed with useful information and expert advice.
Don't miss out on this informative discussion about the latest trends and innovations in mortgage technology. Subscribe to the Fintech Hunting podcast for more engaging conversations with industry leaders!
Fintech Hunting: Revolutionizing Mortgage Tech with Sasha Stair at Xactus
Fintech Hunting: Revolutionizing Mortgage Tech with Sasha Stair, CMO at Xactus
In this episode of Fintech Hunting, host Michael Hammond welcomes Sasha Stair, Chief Marketing Officer at Xactus for an in-depth discussion on the future of mortgage technology. Sasha shares her journey in the industry and offers valuable insights on:
• Leveraging AI and technology for improved efficiency
• Creating a better consumer experience in mortgage lending
• Balancing human intelligence with technological advancements
• Strategies for personal and professional growth in leadership
• Preparing for market uncertainties in 2025 and beyond
Key Timestamps:
00:00 - Introduction
02:26 - Market outlook for 2025
05:41 - The role of AI in mortgage lending
08:03 - The importance of personal growth and leadership
10:22 - Social media strategies for lenders and vendors
14:10 - The power of human connection in digital marketing
18:56 - Zactus's focus and initiatives for 2025
Whether you're a mortgage professional, fintech enthusiast, or industry leader, this episode offers actionable insights to help you navigate the evolving landscape of mortgage technology.
Mortgage Industry Insights 2025: Automation, Cost Reduction, and Market Trends with Neil Armstrong
Mortgage Industry Insights 2025: Automation, Cost Reduction, and Market Trends with Neil Armstrong. In this episode of the Fintech Hunting Podcast, host Michael Hammond sits down with Neil Armstrong, Executive Vice President of Strategic Growth at Indecomm, to discuss the current state of the mortgage industry in 2025.
Neil shares valuable insights on market trends, cost reduction strategies, and the growing importance of automation in the mortgage sector.
Key topics covered in this episode:
*Market outlook for 2025, including projected loan volumes and interest rates
*The shift towards understanding cost structures in detail
*Importance of scalability and automation in mortgage operations
*Non-customer-facing functions that lenders should focus on improving
*Technology vs. human capital in mortgage processes
*Data integrity challenges and solutions
*Upcoming industry conferences and events
*Trends in mortgage servicing and opportunities for automation
Neil Armstrong provides expert analysis of how lenders can improve their operations, reduce costs, and prepare for future market changes. He emphasizes the need for lenders to understand their cost structures at a granular level and highlights the benefits of automation in various mortgage processes.
This episode is a must-listen for mortgage professionals, fintech enthusiasts, and anyone interested in the future of the mortgage industry. Tune in to gain valuable insights that can help you stay ahead in this ever-changing market.
Fintech Hunting Podcast: Revolutionizing Insurance in the Mortgage
🔥 Fintech Hunting Podcast: Revolutionizing Insurance in the Mortgage
Industry Join Michael Hammond as he sits down with Ross Diedrich, founder and CEO of Covered, for an eye-opening discussion on the future of insurance in the mortgage industry. In this must-watch episode, Ross shares invaluable insights on:
Market Trends and Challenges
• The current state of the mortgage and insurance markets in 2025
• How climate issues are impacting the property casualty market
• The intersection of insurance affordability and mortgage origination
Innovative Solutions
• Why embedded insurance providers are gaining traction
• How lenders can leverage insurance technology for better outcomes
• The importance of early insurance checks in the home-buying process
Servicing Strategies
• Addressing the "my payment went up" problem in mortgage servicing
• Improving customer experience and operational efficiency
• Tackling the rise of lender-placed insurance (LPI)
Industry Partnerships
• The game-changing Covered and Blend collaboration
• How this partnership benefits lenders, borrowers, and the industry at large
Don't miss this episode packed with actionable insights for mortgage professionals, fintech enthusiasts, and anyone interested in the future of home buying and insurance. Subscribe now and stay ahead of the curve in the ever-evolving world of fintech!
Innovations in Mortgage Tech: Insights from Optimal Blue’s Head of Strategy
Welcome to Season 7, Episode 1 of the Fintech Hunting podcast! 🎙️ Join host Michael Hammond as he sits down with Mike Vough, Head of Corporate Strategy at Optimal Blue, for an exciting discussion about the future of mortgage technology in 2025.
In this episode, you'll learn about:
*The importance of partnerships in the fintech ecosystem
*Optimal Blue's groundbreaking collaboration with the Chicago Mercantile Exchange (CME) *How new mortgage rate futures could change the game for lenders and investors
*The upcoming Optimal Blue User Summit in San Diego (Feb 3-5, 2025)
*The growing role of AI in mortgage operations and decision-making
*Predictions for the mortgage industry in 2025 and beyond
Mike shares valuable insights on how Optimal Blue is working to reduce costs, improve efficiency, and create new opportunities for mortgage professionals. He also discusses the company's focus on AI-driven solutions and their potential to transform the industry. Visit Optimal Blue here https://www2.optimalblue.com/podcasts/?utm_campaign=OB_Morgage%20Bankers%20Association%20NewsLink_2024_Paid%20Media&utm_source=Hunting%20Fintech&utm_medium=Podcast&utm_content=Mike%20Vough%20012025 (https://www2.optimalblue.com/podcasts/?utm_campaign=OB_Morgage%20Bankers%20Association%20NewsLink_2024_Paid%20Media&utm_source=Hunting%20Fintech&utm_medium=Podcast&utm_content=Mike%20Vough%20012025)
Whether you're a mortgage professional, fintech enthusiast, or simply curious about the future of finance, this episode offers a fascinating look at the cut
ting-edge developments shaping the mortgage tech landscape. Don't miss this informative and engaging conversation! Like, subscribe, and share to stay up-to-date with the latest in fintech innovation.
Innovation and AI in Mortgage Tech with Dawar Alimi
I recently had the pleasure of hosting Dawar Alimi, CEO of LenderPrice, on the FinTech Hunting Podcast. Our chat was filled with great insights about the mortgage tech world!
Here are some highlights:
1 LenderPrice's new offerings:
• Core X: A fresh correspondent portal
• ALA: An AI-powered loan assistant
• Bulk Price: A tool for spotting refinance chances
2 AI in mortgages: Dawar stressed the need for careful, rule-following use of AI.
3 2025 focus for lenders:
• Keep going digital
• Adapt to Gen Z home buyers
• Use AI and machine learning wisely
4 LenderPrice's strong tie with ICE Mortgage Technology
Dawar's mix of tech know-how and industry experience shines through. It's clear why LenderPrice is a leader in mortgage tech innovation.
Optimal Blue’s Erin Wester on AI in Mortgage Tech
In this episode of the FinTech Hunting podcast, host Michael Hammond talks with Erin Wester, Optimal Blue's new Chief Product Officer. Erin shares how Optimal Blue uses AI to help mortgage lenders make better decisions and increase profits.
Key points from the episode:
*Optimal Blue's tools help lenders compare their pricing to competitors and understand their profitability better.
*The company's Scenario Optimizer tool lets loan officers quickly compare different loan options for borrowers.
*Optimal Blue is adding AI features to automatically suggest better loan scenarios, saving loan officers time.
*The company carefully uses AI responsibly and educates customers on its benefits.
*AI assistants in Optimal Blue's Compass Edge platform help with hedging and loan trading, making complex tasks easier.
This episode offers valuable insights for mortgage professionals looking to use technology to stay competitive and efficient in a challenging market.
AI Revolution in Mortgage Lending: Candor CBO Reveals Game-Changing Tech | Fintech Hunting Podcast
Join Michael Hammond as he talks with Ed Kourany, Chief Business Officer at Candor, about the latest trends in mortgage technology. Ed shares insights from the MBA Annual conference and discusses how AI is changing the mortgage industry. Learn about Candor's new automated pre-approval system and how it's helping lenders improve efficiency and customer experience. Ed also explains why now is the perfect time for lenders to invest in automation, despite market uncertainties. Discover how embracing technology can help lenders stay competitive and profitable in 2025 and beyond.
🎙️ FinTech Hunting Podcast: Revolutionizing Mortgage Lending with AI and Automation
🎙️ FinTech Hunting Podcast: Revolutionizing Mortgage Lending with AI and Automation
In this exciting episode of the FinTech Hunting Podcast, host Michael Hammond sits down with Tim Nguyen, founder and CEO of BeSmartee, to discuss the latest innovations in mortgage lending technology.
Episode Highlights:
• BeSmartee's 2024 focus: Combining automation, mobile apps, and enhanced consumer experience
• The importance of improving customer experience in the lending industry
• Strategic implementation of AI in mortgage lending
• How to properly vet AI vendors and avoid hype
• Safeguards and considerations when using AI in the mortgage industry
• BeSmartee's plans for 2025 and beyond
Tim shares invaluable insights on the role of AI in mortgage lending, the future of consumer experience, and how lenders can leverage technology to improve profitability and efficiency. Don't miss this informative discussion on the cutting edge of FinTech!
👉 Subscribe for more expert interviews and industry insights!
👉 Visit besmartee.com to learn more about their innovative mortgage lending solutions.
From Debt Collection to Legal Tech: Jack Gordon's Journey with WebRecon
From Debt Collection to Legal Tech: Jack Gordon's Journey with WebRecon
Join Michael Hammond and Dalila Ramos as they chat with Jack Gordon, CEO of WebRecon, on the FinTech Hunting Podcast. Jack shares his story of moving from debt collection to creating a game-changing legal tech company. Learn how WebRecon helps businesses spot risky customers and avoid costly lawsuits. Discover the fun side of trade show marketing, including Jack's famous "lawsuits suck" monster mascot. This episode is packed with insights for anyone in finance, tech, or legal services looking to stay ahead of the curve.
LoanNEX: Streamlining Mortgage Product Discovery and Pricing
In this episode of the Fintech Hunting podcast, host Michael Hammond welcomes Eloise Schmitz, CEO of LoanNEX, to discuss the latest trends and innovations in mortgage lending technology.
Key topics covered:
• Current market trends in mortgage products, including non-QM and HELOC options
• How LoanNEX simplifies product discovery and pricing for lenders and brokers
• The importance of accessible tools for non-agency and portfolio products
• Innovations in mortgage technology that are expanding market access
• LoanNEX's approach to adapting to market changes and new product offerings
Whether you're a mortgage professional looking to expand your product offerings or a fintech enthusiast interested in the latest industry innovations, this episode offers valuable insights into the evolving world of mortgage lending technology.
Join us as Eloise shares her expertise on how LoanNEX is helping lenders and brokers navigate the complex landscape of mortgage products, ultimately leading to better outcomes for borrowers and increased business opportunities for lenders.
Revolutionizing Mortgage Tech: Industry Experts Discuss PPE Solutions
In this eye-opening episode of the FinTech Hunting Podcast, host Michael Hammond brings together three industry powerhouses to discuss the latest mortgage technology trends, focusing on Product and Pricing Engines (PPE).
John Hedlund, founder of Adanac Advisory Group, shares his 37 years of banking and mortgage experience, offering valuable insights on how lenders are reevaluating their tech investments in the current market.
Marci Davis, VP of Product Management at ICE Mortgage technologies, highlights the importance of customer-focused product development and seamless workflow integration.
Joey Waters, Capital Markets Solution Engineer at ICE Mortgage Technology, brings his hands-on experience in secondary marketing to the table.
Tune in to gain valuable insights that could shape your approach to mortgage tech solutions.
FinTech Hunting: Jason Smith on Building Relationships and Video Marketing in Mortgage Lending
FinTech Hunting: Jason Smith on Building Relationships and Video Marketing in Mortgage Lending In this episode of FinTech Hunting, host Michael Hammond welcomes back Jason Smith, Director of Business Development at Mortgage 365. They discuss the current state of the mortgage industry, the importance of building relationships, and the power of video marketing. Jason shares insights on how lenders are adapting to market changes and seeking new ways to improve their processes. He highlights the growing focus on creating consistent borrower experiences and the role of technology in achieving this goal. The conversation then shifts to the critical nature of relationship-building in the mortgage industry. Jason emphasizes how genuine connections and providing value are key differentiators for both originators and vendors. A significant portion of the discussion centers on the effectiveness of video in fostering relationships. Jason talks about his "One Take" video series and how it helps create more personal connections with viewers. Michael and Jason agree that video content allows people to get to know each other more quickly and deeply, even without meeting in person. The episode concludes with Jason sharing updates on Mortgage 365's latest developments and their approach to finding innovative solutions for the mortgage industry. This engaging conversation offers valuable insights for mortgage professionals looking to enhance their relationship-building strategies and leverage video marketing in their business.
Fintech Lending Insights: AI and Small Business Loans with Ryan Rosett
Fintech Lending Insights: AI and Small Business Loans with Ryan Rosett
In this episode of the Fintech Hunting podcast, host Michael Hammond interviews Ryan Rosett, founder and co-CEO of Credibly, a fintech company specializing in small business lending. The discussion covers several key areas: Small Business Lending Landscape Ryan shares his views on the current market conditions, noting that small businesses are facing challenges in accessing capital due to economic uncertainties Credibly's Approach The company focuses on providing quick loans to small and medium-sized businesses, with amounts ranging from $70,000 to $600,000. They aim to offer fast decisions and funding within 24 hours Technology in Lending Ryan explains how Credibly uses automation, machine learning, and AI to streamline their lending process. They employ various data sources to assess the creditworthiness of businesses AI Applications The podcast highlights specific AI use cases, such as: Industry identification: AI has improved accuracy by 30-35% compared to human decision-making Task automation: AI has helped reduce the need for manual labor in certain processes Future Plans Credibly is focusing on enhancing user experience, including the launch of an online checkout system for faster loan processing This episode provides valuable insights into how fintech companies are using advanced technologies to improve small business lending processes and decision-making.
The Future of Mortgage Tech: AI and SDK Updates Explained
In this episode of the FinTech Hunting Podcast, I sit down with Ruth Lee, President of Big Think, to discuss two critical topics in the mortgage industry: ICE's recent announcement about sunsetting their SDK The importance of AI readiness assessments Ruth shares valuable insights on how lenders and vendors can prepare for these changes. We also announce our exciting new partnership offering AI readiness assessments for mortgage companies. Key takeaways: ✅The impact of ICE's SDK sunset on lenders and vendors ✅How to approach AI adoption strategically and ethically ✅The benefits of AI readiness assessments Don't miss this informative discussion on preparing your business for the future of mortgage technology! #MortgageTech #AIinFinance #FinTechPodcast
Transforming Mortgage Lending with Data: Insights from Optimal Blue's Brennan O'Connell
Welcome to this episode of the FinTech Hunting podcast! I’m your host, Michael Hammond, and today I’m joined by Brennan O'Connell, the Director of Data Solutions at Optimal Blue.In this episode, we dive deep into the world of data and analytics in the mortgage industry. Brennan shares valuable insights on how lenders are leveraging data to make informed decisions and improve profitability. We discuss:
- The current state of data-driven decision-making in mortgage lending
- How Optimal Blue’s extensive data helps lenders understand market trends
- The launch of the Market Advantage data report and its significance
- Innovations in data usage that empower loan officers to be trusted financial advisors
- Predictions for the mortgage market as we approach potential rate cuts
Join us as we explore the transformative power of data in mortgage lending and how it can help you stay ahead in a competitive market. Don't forget to subscribe for more insights and updates!#MortgageTech #DataAnalytics #FinTech #OptimalBlue #MortgageLending #FinancialAdvisors #MarketTrends
Boosting Sales in Tough Markets: Insights from Matt Sloanaker on the Fintech Hunting Podcast
Join us on this exciting episode of the Fintech Hunting Podcast as we welcome back Matt Sloanaker, CEO and founder of M. Allen, a leading expert in sales optimization and fractional CRO. This episode, hosted by Michael Hammond, dives into the challenges and strategies for driving growth within existing accounts, especially in a challenging market. Key Discussion Points: Sales Challenges in Tough Markets: Explore the everyday struggles faced by sales teams on the vendor side, including generating quality leads and managing resource constraints. Maximizing Existing Client Relationships: Learn about the importance of a strategic, holistic approach to account management and the value of stepping back to understand client needs. Effective Discovery Techniques: Discover how AI can enhance the discovery process and why having a well-prepared playbook is crucial for uncovering client pain points. The Role of Fractional CROs and CMOs: Understand the benefits of hiring fractional executives, including cost savings and access to industry best practices. Matt and Michael also discuss the importance of research and preparation before client meetings and the growing trend of fractional leadership roles in the industry. Tune in to gain valuable insights and actionable strategies for optimizing sales performance and adding value to your clients. Don't miss this opportunity to learn from industry leaders and enhance your sales strategies in challenging times.
The Importance of Authentic Connections in the Mortgage Industry: A Conversation with Dalila Ramos
Join Michael Hammond as he welcomes back Dalila Ramos, founder of Love and Tacos Media, to the FinTech Hunting Podcast. In this episode, they discuss: • Highlights from the recent NAMB conference • The importance of building genuine relationships in the industry • How AI is changing the lending landscape • The evolving role of technology in recruiting and job searching Dalila shares insights on why she focuses on relationship-building rather than traditional recruiting, and how she uses tools like MMI to verify candidate information. Michael and Dalila also explore the ethical use of AI in resume writing and job applications. Don't miss this informative conversation on the latest trends in FinTech, recruiting, and networking. Whether you're a mortgage professional or interested in the future of finance, this episode offers valuable takeaways for navigating today's rapidly changing industry. #FinTech #MortgageIndustry #AIinFinance #NetworkingTips #CareerAdvice
A Deep Dive into Modern Sales Strategies
Special In-Person Episode of Fintech Hunting with Michael Hammond: A Deep Dive into Modern Sales Strategies. I'm thrilled to share the latest episode of Fintech Hunting, where we amplify and explore the ever-changing world of sales in the mortgage industry. This time, I had the pleasure of sitting down with my dear friend and sales expert, Kathy Mantych, at the Uptown Grill in Commerce, Michigan. In this engaging conversation, Kathy and I discuss: 1. The evolution of sales in the mortgage sector 2. The crucial "trifecta" of business development, sales, and marketing 3. The art of effective discovery in the sales process 4. How technical expertise enhances sales strategies 5. Parallels between AI adoption today and Internet adoption in the past Kathy brings decades of experience, offering practical insights on how sales professionals can adapt to today's market demands. We explore the importance of asking good questions, uncovering pain points, and matching solutions to client needs. One of the highlights of our discussion is the changing role of technology in sales. Kathy emphasizes how a strong technical background can significantly improve the discovery process and help sales professionals provide more targeted solutions. We also touch on the current AI revolution, drawing interesting comparisons to the early days of internet adoption in the workplace. Kathy shares her thoughts on how companies can effectively integrate AI tools into their sales and marketing strategies. This episode is a must-listen for anyone in sales, especially those in the mortgage industry looking to stay ahead of the curve. Kathy's wealth of knowledge and our friendly rapport make for an informative and enjoyable conversation. Take advantage of this opportunity to gain insights from two industry veterans. Tune in to the latest episode of Fintech Hunting and Amplify to elevate your sales game!#AmplifyPodcast #MortgageIndustry #SalesStrategies #BusinessDevelopment #AIinSales
Data-Driven Decision Making in Mortgage Lending: Insights from Brandonn Dukes
In this episode of the FinTech Hunting podcast, I sit down with Brandonn Dukes, Chief Revenue and Analytics Officer at LenderPrice. We explore the evolving landscape of mortgage lending, focusing on the crucial role of data and analytics in making informed decisions.Brandonn shares his journey in the mortgage industry, highlighting the importance of understanding market cycles and adapting to changing conditions. We discuss how technology has transformed capital markets and how lenders can leverage data to improve their operations and customer experience.Key topics include:
- The challenges and opportunities in today's mortgage market
- How data analytics can drive better decision-making for lenders
- The evolution of capital markets technology
- The importance of user-friendly platforms in mortgage tech
- Strategies for maximizing the use of existing technology
Whether you're a mortgage professional, fintech enthusiast, or simply interested in the intersection of finance and technology, this episode offers valuable insights into the future of lending. Join us as we explore how data and analytics are shaping the mortgage industry.
#MortgageLending #FinTech #DataAnalytics #CapitalMarkets #LendingTechnology
Data-Driven Decision Making in Mortgage Lending: Insights from Brandonn Dukes
n this episode of the FinTech Hunting podcast, I sit down with Brandonn Dukes, Chief Revenue and Analytics Officer at LenderPrice. We explore the evolving landscape of mortgage lending, focusing on the crucial role of data and analytics in making informed decisions.Brandonn shares his journey in the mortgage industry, highlighting the importance of understanding market cycles and adapting to changing conditions. We discuss how technology has transformed capital markets and how lenders can leverage data to improve their operations and customer experience.Key topics include:
- The challenges and opportunities in today's mortgage market
- How data analytics can drive better decision-making for lenders
- The evolution of capital markets technology
- The importance of user-friendly platforms in mortgage tech
- Strategies for maximizing the use of existing technology
Whether you're a mortgage professional, fintech enthusiast, or simply interested in the intersection of finance and technology, this episode offers valuable insights into the future of lending. Join us as we explore how data and analytics are shaping the mortgage industry.
#MortgageLending #FinTech #DataAnalytics #CapitalMarkets #LendingTechnology
Breaking Glass Ceilings: The Evolution of Women in Mortgage Sales with Denese Carty
In this eye-opening episode of the FinTech Hunting Podcast, host Michael Hammond sits down with Denise Cartes, Senior Lending Manager and Executive Director at Southeast Chase Bank. Denise shares her 35-year journey in the mortgage industry, highlighting the dramatic shifts in workplace expectations for women since the 1990s.Key highlights:• The changing landscape of women's roles in the mortgage industry• The importance of authenticity in leadership and mentorship• Evolution of sales techniques in lending over the decades• The impact of technology on mortgage processes and customer interactions• Bridging the generational gap in fintech adoption and social media usageTune in for valuable insights on adapting to new technologies, fostering genuine client relationships, and embracing change in the fast-paced world of mortgage lending
The Future of Mortgage Profitability: AI, Hedging, and Pricing Strategies | FinTech Hunting Podcast
In this episode of the FinTech Hunting podcast, host Michael Hammond interviews Mike Vough, VP of Hedging and Trading at Optimal Blue. They explore cutting-edge strategies for boosting profitability in the mortgage industry, including:• How to leverage AI and technology for better decision-making• Optimizing pricing and hedging strategies in a challenging market• Creating a closed-loop ecosystem for improved efficiency• The role of data analytics in maximizing profitabilityWhether you're a mortgage professional, fintech enthusiast, or industry observer, this episode offers valuable insights into the future of mortgage lending. Subscribe for more expert discussions on the intersection of finance and technology!
Navigating the Mortgage Market: Strategies for Originators in a Low Inventory Environment with Jim Morin
I'm excited to share our latest episode of the Fintech Hunting podcast featuring Jim Morin, owner of All Points Mortgage. In this insightful discussion, we dive deep into the current state of the mortgage market and explore strategies for originators to thrive in a challenging environment.
Key highlights from our conversation include:
• The shift towards purchase mortgages and the impact of inventory shortages on the market
• The importance of counseling borrowers and differentiating yourself as a loan officer
• Rediscovering the art of discovery in the sales process
• Balancing technology adoption with personalized customer service
• Navigating the complexities of choosing the right tech stack for mortgage operations.
Jim shares valuable insights on how originators can adapt to changing market conditions, leverage technology effectively, and maintain a competitive edge. Whether you're a seasoned mortgage professional or new to the industry, this episode offers practical advice and forward-thinking perspectives to help you succeed in today's dynamic mortgage landscape.
Don't miss this opportunity to learn from one of the industry's leading voices. Tune in now to gain actionable strategies for your mortgage business!
Fintech M&A Insights: CORA's 'Buy and Hold Forever' Strategy with Denis Brosnan
In this episode of the Fintech Hunting Podcast, host Michael Hammond sits down with Denis Brosnan, a leading expert in mergers and acquisitions and a technology evangelist. Denis, the Portfolio Manager at CORA, shares insights into CORA's unique business model, which focuses on acquiring and holding software companies indefinitely. This approach ensures the preservation of employee and customer relationships, making CORA a preferred partner for many founders looking to sell. Denis discusses CORA's latest acquisition in the loyalty vertical and how it strengthens their global footprint. He also highlights the importance of legacy technologies and the role of AI in their operations. Tune in to learn about CORA's growth strategies, participation in upcoming industry events, and what they look for in potential acquisitions. Join us for an engaging conversation offering valuable lessons for fintech companies and investors. This episode is packed with practical insights and industry expertise.
Unlocking Credit Cascade Strategies with Expert Sue Buswell | FinTech Hunting Podcast #220
Join Michael and credit expert Sue Buswell as they dive deep into the world of credit technology and mortgage lending on this episode of the FinTech Hunting Podcast. Discover the power of Credit Cascade strategies, learn how to optimize your lending processes, and explore the future of credit scoring. Sue shares invaluable insights on:• Implementing Credit Cascade to save time and money• Building a pipeline for future success• Leveraging technology for better borrower experiences• The latest developments in credit scoring modelsWhether you're a mortgage professional or fintech enthusiast, this episode offers actionable advice to enhance your understanding of credit in the digital age. Don't miss Sue's expert tips on social media presence and industry engagement. Subscribe now for more fintech insights!#FinTechHunting
#CreditTechnology #MortgageLending #CreditScoring #FinTechPodcast
Empowering the Mortgage Industry Authenticity and Social Media Insights with Raquel Borras
Join us on this exhilarating episode of the Fintech Hunting Podcast as we dive into the fascinating world of fintech and content creation with the remarkable Raquel Borras—a true social media sensation, celebrated speaker, and the creative force behind 'Roc the Boat'. An expert in helping professionals amplify their digital presence, Raquel shares her journey from enhancing regional strategies to stepping into a pivotal role in the corporate marketing team at New American Funding. In this episode, Raquel illuminates the challenges and triumphs of content creation, revealing the hurdles loan officers face when entering the digital arena—especially when tackling video content. Her adeptness at making genuine connections shines through as she elaborates on her methods for disarming and engaging with professionals to help them present their authentic selves online. Raquel also delves into the transformative power of social media, emphasizing the profound impact it can have on personal and professional growth. With her unique blend of professional insight and infectious enthusiasm, she offers invaluable advice for navigating and excelling in the ever-evolving landscape of social media marketing. Whether you're a fintech enthusiast, a marketing professional, or someone looking to harness the power of digital platforms, this episode is packed with wisdom, laughs, and real-world advice. Tune in to discover how to craft compelling content, foster meaningful connections, and bring your authentic self to the forefront of your professional endeavors. Key Highlights: 🔥Insights into Raquel’s new role at New American Funding and her approach to national-level marketing strategies. 🔥Tactics for overcoming the fear and hesitation that professionals face with social media and content creation. 🔥Engaging discussions on the importance of authenticity and the power of being genuine in building online presence and connections. 🔥To experience the synergy of expertise, authenticity, and revolutionary marketing strategies, do not miss this episode of the Fintech Hunting Podcast with the exceptional Raquel Borras.
Embracing AI in Mortgage Banking: Expert Insights with Suha Zehl on the FinTech Hunting Podcast #218
Welcome to this dynamic episode of the FinTech Hunting Podcast. We're thrilled to welcome back Suha Beidas Zehl, a recognized leader in the mortgage and FinTech space and a Certified Mortgage Banker. Suha recently returned from the Florida Mortgage Bankers Conference.
In this conversation, Suha shares invaluable insights on AI and data's current and future impact in the mortgage industry, underlined by her experiences at the conference. Topics include the integration of AI with human expertise, innovative uses in content creation, customer experience enhancement, and marketing strategies. Suha and Michael dive deep into how AI transforms operations and improves efficiencies and why embracing this technology is crucial for staying competitive.
Tune in to learn about the challenges lenders face today, the importance of data accuracy, and practical steps for integrating AI into mortgage processes. Whether you’re a seasoned professional or new to the industry, this episode will equip you with the knowledge to harness AI effectively and navigate the rapidly evolving landscape of FinTech and mortgage banking.
Don't miss this informative session full of expert advice, real-world examples, and forward-thinking approaches to leveraging technology in the mortgage industry.
Transforming Mortgage with Consumer Permission Data-Fintech Hunting Podcast #217
Welcome to another engaging episode of the FinTech Hunting Podcast, where we explore the transformative forces reshaping the mortgage industry through technology and consumer data. In this episode, we're joined by two pioneering leaders from the mortgage tech space: Derek Bartley and Tom Gallucci from Xactus. Derek and Tom bring a combined wealth of mortgage experience and insights into the evolving world of consumer data. They discuss the integral role of consumer permission data in modernizing and streamlining the mortgage process, making it more secure, efficient, and user-friendly for both lenders and borrowers. This conversation not only identifies the traditional challenges of mortgage verifications but also presents the innovative solutions offered by technologies that empower consumers to manage their data sharing. You can expect to discover the practical benefits of these tech enhancements in mortgage operations, such as reducing delays and errors that are typical of manual processes. This episode is a must-listen for anyone interested in the intersection of finance, technology, and consumer empowerment. It offers a comprehensive overview of current trends and future directions in mortgage technology, providing valuable insights on how adopting these technologies can transform the mortgage landscape.
Navigating Market Shifts with Eloise Schmitz: Innovations in Mortgage FinTech Hunting Podcast #215
Welcome to a new episode of the FinTech Hunting Podcast! In this episode, we're excited to host Eloise Schmitz, a distinguished thought leader in the capital markets sector and a fervent advocate for non-QM lending solutions. Recently named one of the most powerful women in FinTech, Eloise, co-founder and CEO of LoanNEX, joins us to provide her insights on the current market dynamics and opportunities in the mortgage industry. This discussion dives deep into the challenges and strategic responses to the declining refinance volumes and higher rates impacting the market. Eloise offers her expert perspective on the importance of expanding product offerings for loan officers to adapt and thrive in a highly competitive market. She highlights innovative products like second-lien products, HELOCs, and non-agency loans that are gaining traction among lenders seeking to leverage growing market segments and serve diverse borrowers’ needs effectively. Furthermore, we dive into the innovative LoanNEX platform, a game-changer designed to simplify and streamline loan officers' access to a broad spectrum of financial products. Eloise walks us through how LoanNEX's user-friendly interface and comprehensive functionality empower originators to easily navigate the complexities of modern mortgage products, thereby enhancing their ability to serve clients efficiently and effectively. Tune in to gain valuable insights on adapting to market shifts, leveraging technology for enhanced loan processing, and embracing innovative products to meet the evolving needs of borrowers. Whether you're a loan officer, lender, or just passionate about Fintech innovations, this episode is packed with essential knowledge and tips for navigating the future of mortgage lending. Don't miss out on this insightful episode packed with expert advice and innovative strategies.
Leveraging Personal Connections and Digital Savvy in Recruitment: A Deep Dive with Dalila Ramos on the FinTech Hunting Podcast
Leveraging Personal Connections and Digital Savvy in Recruitment: A Deep Dive with Dalila Ramos on the FinTech Hunting Podcast Join us on this enlightening episode of the FinTech Hunting Podcast as we welcome back Dalila Ramos, a distinguished recruiter and social media aficionado. Dalila and Michael discuss the importance of face-to-face networking, the power of digital and social media, the role of video in humanizing and engaging audiences, and the value of collaboration and partnership in business. Dalila shares insights on recruiting, counseling, and the impact of influencers in building a brand. The conversation emphasizes the significance of authenticity, consistency, and adding value to the audience. Discover the immense value of face-to-face networking, the evolving role of digital platforms like TikTok in education, and the crucial balance between digital engagement and personal interactions in the fintech industry. Dalila shares her unique insights on building authentic connections, leveraging video for impactful communication, and smartly integrating personal branding into business strategies. Whether you're navigating career transitions, seeking industry insights, or looking to enhance your digital presence, this episode offers invaluable perspectives from a seasoned expert in the field. Don't miss the expert advice on how to effectively maneuver through the challenges of the digital age while maintaining meaningful personal connections. Tune in now to gain from Dalila's extensive experience and innovative approaches in fintech recruitment and social media strategies. • The importance of face-to-face networking in building relationships and industry commitment. • The power of digital and social media in engaging and connecting with audiences. • The role of video in humanizing and adding personality to content, as well as the impact of influencers in building a brand. • The value of collaboration and partnership in business emphasizes the significance of authenticity, consistency, and adding value to the audience.
Mastering Mortgage Marketing on Social Media | Dan Smokoska Joins FinTech Hunting Podcast #214
Dan has shifted from loan origination to leading the charge in digital marketing strategies at his firm, Win Social. Discover how Dan effectively uses social media to elevate loan officers' strategies, tackling common hurdles such as video content creation, platform engagement, and building genuine online relationships. He provides a fresh perspective on making digital tools work for you in a competitive market, highlighting his innovative WIN framework that has revolutionized how professionals interact online.
In this episode, Dan also shares practical advice for loan officers reluctant to embrace digital marketing, offering easy-to-implement tips for creating engaging, trustworthy content that resonates with various audiences. Tap into the potential of social platforms and learn why video content is not just the future, but the present of online marketing.
Whether you're a seasoned loan officer or new to the industry, this episode packs valuable insights into navigating and excelling in the digital landscape, making complex concepts accessible and actionable. Don’t just take our word for it—listen in and let Dan’s expert advice help you transform your approach and connect with clients more effectively. 🌟
Stay tuned and subscribe for more episodes that bring you the latest insights from leaders in finance and technology.
Revolutionizing Mortgage Tech: Joe Wilson on Video Marketing & Industry Insights
In an engaging new episode of the FinTech Hunting Podcast #213, host Michael enthusiastically welcomes Joe Wilson, the visionary founder and CEO of Social Coach. This episode is a must-listen for professionals intrigued by the synergistic power of technology and personal interaction within the mortgage industry. Key Highlights: Tech Integration in Mortgages: Joe discusses the critical role of technology in enhancing internal operations and user experience, highlighting common issues like low adoption rates and the importance of seamless integration across platforms. The Power of Video Marketing: Emphasizing video's impact, Joe shares insights on how effective digital presence can strengthen in-person relationships, making interactions more memorable and personal. Innovative Tools for Loan Officers: Most of the conversation is dedicated to Social Coach's tools that simplify video content creation for mortgage professionals. This technology empowers users to produce engaging content effortlessly, featuring auto-captioning, music integration, and automatic posting. Event Attendance and Industry Networking: Michael and Joe share their experiences and the undeniable value of attending industry events like the Innovators Conference and the Michigan Mortgage Lenders Association luncheon to stay connected and updated. Why You Should Listen: This episode offers an invaluable peek into how embracing technology and video marketing can revolutionize customer interaction and operational efficiency in the mortgage sector. Whether you're a loan officer, marketing manager, or tech enthusiast, Joe Wilson at Social Coach's insights will inspire and equip you with the tools to excel in today's digital-first landscape. Tune into this enlightening episode of the FinTech Hunting Podcast to learn more about the transformative tools discussed and how they can elevate your professional efforts.
Mastering Market Adaptation: Insights from Industry Leaders in Fintech Hunting's Latest Episode
Dive into a riveting episode of Fintech Hunting as we host Dawar Alimi, CEO of LenderPrice, and Jay Promisco, President at Sierra Pacific Mortgage. They share profound insights into navigating the current mortgage landscape, the impact of technology, and strategies for effective market adaptation. This episode provides invaluable perspectives for professionals eager to understand the intricacies of mortgage technology and market trends directly from the industry's front-runners.
Takeaways
• The mortgage industry has faced challenges in recent years, but there are still bright spots and opportunities for growth.
• Lenders are looking for cost-effective technology solutions to help them navigate the changing market conditions.
• Flexibility is key in technology platforms, allowing lenders to customize their user experience and adapt to evolving needs.
• Delivering a great customer experience is crucial in today's market, and technology can play a significant role in achieving that.
• Attending industry conferences can provide valuable insights and networking opportunities for lenders and technology vendors.
• Strategic partnerships with technology vendors can help lenders lower costs, increase efficiency, and prepare for the mortgage industry's future.
Elevating Mortgage Success: Exclusive Strategies from Open to the Offer’s Leaders on Fintech Hunting Podcast #211
Dive into this episode of the Fintech Hunting Podcast as we explore game-changing strategies for mortgage professionals. Host Michael interviews Andrew Penner, founder and CEO, and Nicholas Rutherford, VP of Sales at Open to the Offer OTTO. Learn how their innovative approaches are revolutionizing borrower engagement and boosting loan officer productivity.
Gain insights into the development of their customer-centric tools that ensure high-quality communication and drive significant improvements in client retention rates. Discover the tactical moves that set their offerings apart in the competitive mortgage industry and prepare your business for success in the modern lending environment. Tune in now for valuable insights and actionable tips!
Insider Secrets to Revolutionize Mortgage Lending: Tim Nguyen's Expert Take
Welcome to this insightful episode of Fintech Hunting Podcast #210, featuring industry leader Tim Nguyen, CEO of BeSmartee. In today’s discussion, we explore significant trends and technologies transforming the mortgage sector. Tim shares expert insights on how lenders are navigating high interest rates and what technologies are crucial for operational excellence. Additionally, we dive into the world of Artificial Intelligence (AI) and its specific applications within the mortgage industry, understanding both its potential and limitations. This episode is especially valuable for professionals seeking to integrate technology for cost-efficiency and enhanced operational performance in the challenging financial landscape. Don't miss these expert strategies and technological insights that could shape the future of lending!