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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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New Episode #33 with special guest Rob Chrisman and Josh Friend

Fintech HuntingMay 27, 2020

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32:46
Mastering Mortgage Quality Control: Insights from Trevor Gauthier, CEO at ACES Quality Management | FinTech Hunting Podcast

Mastering Mortgage Quality Control: Insights from Trevor Gauthier, CEO at ACES Quality Management | FinTech Hunting Podcast

Welcome to the FinTech Hunting Podcast episode #206, where industry thought leaders and tech innovators gather to share insights, strategies, and expertise. Hosted by Michael Hammond, this podcast explores the dynamic landscape of the mortgage market, focusing on critical aspects like origination and servicing.

In this episode, Michael welcomes back Trevor Gauthier, CEO at ACES Quality Management, an esteemed industry figure with a wealth of knowledge and experience. Together, they dive deep into the importance of quality control in today's mortgage market, shedding light on the challenges lenders face and the areas where they often fall short.

From the origination to the servicing side, Trevor highlights the significance of ensuring high-quality loans, especially in an environment where every loan matters more than ever before. He emphasizes the need for robust quality control measures across various aspects of the business, not just limited to mortgage and servicing.

Throughout the conversation, Trevor and Michael explore the hurdles businesses encounter when attempting to manage quality control internally. They discuss the role of technology in revolutionizing quality control processes, with a focus on scalability, efficiency, and accuracy. Trevor shares insights into how AI and machine learning are reshaping quality management solutions, offering practical applications to enhance loan quality and compliance.

As they delve into ACES' unique value propositions, Trevor underscores the company's commitment to excellence, driven by a team of seasoned professionals dedicated to delivering comprehensive solutions. He invites listeners to explore ACES' offerings and engage with their knowledgeable team to learn more.

Join Michael and Trevor as they navigate the complex terrain of quality control in the mortgage industry, offering invaluable insights and actionable strategies to listeners. Whether you're a lender, servicer, or industry enthusiast, this episode promises to deepen your understanding of quality management and its pivotal role in today's market.

For more information on ACES Quality Management and to connect with their team, visit acesquality.com or catch them at upcoming industry events. Don't miss out on this engaging discussion packed with expert insights and practical advice.

Thank you for tuning in to the FinTech Hunting Podcast!

Mar 27, 202422:59
Build Strong Cybersecurity Foundations with Toby Libbra, CEO of 459 ConsultingFintech Hunting #205

Build Strong Cybersecurity Foundations with Toby Libbra, CEO of 459 ConsultingFintech Hunting #205

In this episode of the Fintech Hunting Podcast, our exceptional guest, Toby Libbra, CEO of 459 Consulting, joins us to share her expertise in cybersecurity and the financial industry. Toby, a true trailblazer in the field, sheds light on the origins of 459 Consulting and the significance behind its name. During the chaos of the COVID-19 outbreak, Toby and her team experienced firsthand the critical importance of cybersecurity, especially for financial institutions navigating the transition to remote work. At "4:59," the unofficial end of the workday for cybersecurity professionals, Toby and her team would gather to discuss the day's challenges and prepare for the ongoing battle against cyber threats. As Toby emphasizes, cybersecurity policies and procedures are the cornerstone of any organization's defense against cyber threats. Yet, many companies overlook the importance of robust policies, leaving themselves vulnerable to attacks. Toby provides invaluable insights into the essential components of effective InfoSec policies and procedures, stressing the need for comprehensive coverage and proactive measures. Furthermore, Toby delves into the importance of cybersecurity awareness training and conducting tabletop exercises to ensure that organizations are prepared to respond effectively to incidents. By fostering a culture of transparency and accountability, companies can empower their employees to identify and mitigate potential risks proactively. For financial institutions looking to bolster their cybersecurity defenses, Toby offers actionable advice and outlines the steps needed to engage with 459 Consulting. From policy review and development to vulnerability scanning and penetration testing, Toby and her team provide comprehensive solutions tailored to each client's unique needs. Don't miss this insightful conversation with Toby Libbra, where she shares her wealth of knowledge and expertise in cybersecurity, guiding financial institutions toward stronger security postures and proactive risk management strategies. 🎧 Listen now to learn how you can strengthen your cybersecurity defenses and protect your organization from evolving cyber threats!

Mar 20, 202419:50
Fintech Hunting Podcast #204 with industry thought leaders Michael Crockett, COO, and Greg Holmes, CRO, of Xactus.

Fintech Hunting Podcast #204 with industry thought leaders Michael Crockett, COO, and Greg Holmes, CRO, of Xactus.

🎙️ New Episode Alert! 🎉 Join us on the latest episode of the FinTech Hunting Podcast, where we dive deep into the world of modern mortgage innovation with industry thought leaders Michael Crockett, COO, and Greg Holmes, CRO, of Xactus. With over 30 years of experience each, Michael and Greg share invaluable insights into the evolving landscape of the mortgage industry. 🔍 In this episode, we explore: 🏡 The journey into financial services and the mortgage space for Michael and Greg. 💡 Advancing the modern mortgage market: Leveraging technology and data to drive efficiency. 🛠️ Utilizing data to make better lending decisions and reduce costs. 📈 Helping lenders protect pipelines and navigate today's market challenges. 🚀 Exciting upcoming innovations from Xactus, including insights on scoring models and more. Tune in now to gain expert insights and stay ahead in the ever-evolving world of mortgage technology! Listen on your favorite podcast platform or visit Xactus.com for more information. Don't miss out on this informative episode!

Mar 13, 202425:09
Fintech Hunting Episode #203 hosted by Michael Hammond with the amazing Kelly Yale

Fintech Hunting Episode #203 hosted by Michael Hammond with the amazing Kelly Yale

🎙️ Welcome to a new episode of the FinTech Hunting Podcast! 🎙️ Join host Michael as he sits down with Kelly Yale, a seasoned mortgage industry veteran, marketing expert, and author of the groundbreaking book, "Mastering Mortgage Marketing." In this engaging conversation, Kelly shares insights from her extensive experience in leveraging data to drive strategic marketing decisions in the financial services sector. From her beginnings as the owner of a digital marketing firm to her transformative role in shaping mortgage marketing strategies, Kelly's journey is both inspiring and educational. Discover how she pioneered innovative approaches to curating databases, harnessing data intelligence, and maximizing CRM systems to skyrocket sales and enhance customer relationships. Highlights from the Episode: Kelly's journey into the financial services industry and her evolution as a marketing trailblazer. The pivotal role of data in transforming marketing strategies and driving business growth. Insights into Kelly's new book, "Mastering Mortgage Marketing," and its relevance in today's digital mortgage age. The importance of unified CRM platforms and the impact on brand integrity and compliance. About Kelly Yale: Kelly Yale is a renowned marketing expert and author with over a decade of experience in the mortgage industry. As the former CMO of a leading mortgage company, Kelly spearheaded groundbreaking initiatives that revolutionized marketing practices and propelled sales to unprecedented heights. Get Kelly's Book: Don't miss out on Kelly Yale's latest book, "Mastering Mortgage Marketing," available now on Amazon! Whether you're a seasoned mortgage professional or a marketing enthusiast, this book offers invaluable insights and strategies to thrive in today's competitive mortgage landscape. Tune in to this episode of the FinTech Hunting Podcast for a captivating discussion on mortgage marketing, data-driven strategies, and the future of financial services! 📘 Get "Mastering Mortgage Marketing" on Amazon: https://www.amazon.com/Mastering-Mortgage-Marketing-Driving-Digital/dp/B0CTFRZSQP/ref=sr_1_1?crid=2G0RAQDU4V3TN&dib=eyJ2IjoiMSJ9.gIlOfe6hctqg6CahJb9FEAo3P8l1RjLyiHWsU2IhZRYX-vENzAZ2FR0Vvj6P9LmzuMDKYWUE2kRvwRb7zujRkw.2O7gidEX9UcelVqsHq_8vLVRJpy1i94I1ZkkqBmVpV0&dib_tag=se&keywords=kelly+yale+mastering+mortgage+marketing&qid=1708890088&sprefix=kelly+yale%2Caps%2C140&sr=8-1 🔔 Subscribe to the FinTech Hunting Podcast for more insightful conversations: https://www.youtube.com/channel/UCs5IJebp8FxPG2EX-Idl2sw

Mar 06, 202431:20
Fintech Hunting Podcast #204 Special ICE Experience Episode

Fintech Hunting Podcast #204 Special ICE Experience Episode

Unveiling the Power of Collaboration at ICE Experience 24 🔍 In this episode of the Fintech Hunting podcast, join us as we delve into the world of collaboration and innovation at ICE Experience 24. Host Michael welcomes industry thought leaders and tech innovators Eric Kujala, Vice President of Product Marketing at ICE Mortgage Technology, and Paul Orlando, EVP, Chief Strategy Officer at Lender Price. Together, they explore the significance of partnership and the upcoming ICE Experience event. Eric and Paul shed light on the evolution of ICE Experience from a user conference to a collaborative industry event, emphasizing the importance of bringing together lenders, partners, and solution providers. They discuss the unique value Lender Price brings as a gold-level partner, highlighting the seamless integration with ICE and the configurable UI tailored to lenders' needs. Paul shares insights into Lender Price's commitment to enhancing functionality, including lock policies, approval hierarchies, and MI relationships, all aimed at empowering lenders with efficient pricing solutions. The conversation culminates with a sneak peek into the ICE Lenders Choice Award, recognizing outstanding partners like Lender Price for their dedication to customer success. 🏆 Eric reveals the prestigious ICE Lenders Choice Award recently bestowed upon Lender Price, signifying their exemplary service and commitment to excellence. This accolade further underscores Lender Price's position as a trusted leader in the industry, driving innovation and delivering unparalleled value to clients. Join the conversation and discover how ICE Experience 24 promises unparalleled networking opportunities, cutting-edge insights, and transformative collaborations shaping the future of the mortgage industry.

Feb 29, 202423:52
Fintech Hunting Episode #202 hosted by Michael Hammond with guests Kyle Draper & Brian Vieaux

Fintech Hunting Episode #202 hosted by Michael Hammond with guests Kyle Draper & Brian Vieaux

"Rethink Everything: Transforming Mortgage Strategies for Next-Gen Success" Welcome to a groundbreaking episode of the FinTech Hunting Podcast! In this riveting session, our host, Michael, is joined by two industry powerhouses, Brian Vieaux, President and COO of FinLocker, and Kyle Draper, the mastermind behind content compounding. Together, they unravel the secrets behind their upcoming game-changing book, "Rethink Everything You Know About Being a Loan Officer." Prepare to be captivated as Brian and Kyle delve into the genesis of their visionary book, challenging conventional wisdom in the mortgage industry. With a treasure trove of insights from 38 industry experts, this book transcends traditional loan officer strategies, offering actionable takeaways for redefining success in the digital age. Discover why mindset, personal branding, and the power of social media are the cornerstones of next-gen loan origination. Explore the transformative potential of video content and its ability to forge genuine connections in an increasingly digital world. Join the movement to revolutionize mortgage practices and propel your business into the future. Whether you're a seasoned loan officer or a newcomer to the industry, "Rethink Everything" promises to reignite your passion, invigorate your strategies, and set you on a path to unparalleled success. Stay tuned for the official release of "Rethink Everything" on Amazon, where you'll unlock the keys to unlocking your full potential as a modern mortgage professional. Get ready to rethink, reimagine, and redefine your approach to lending – because the future of mortgage success starts here.

Feb 28, 202422:18
Fintech Hunting #201 with the amazing Tim Nguyen CEO BeSmartee

Fintech Hunting #201 with the amazing Tim Nguyen CEO BeSmartee

Summary 

In this episode, Tim Nguyen, CEO and co-founder of BeSmartee, discusses the importance of simplicity in the mortgage industry and how it can improve the origination process. He emphasizes the need to simplify workflows, eliminate redundancy, and focus on the customer experience. Tim also highlights the value of a consumer-centric approach and the role of technology in achieving this. He shares insights on BeSmartee’s commitment to innovation and the launch of their native mobile app. Additionally, Tim discusses the partnership with ICE and the benefits it brings to lenders. To schedule a meeting with BeSmartee at ICE, email Tim at tim@besmartee.com.

 

Takeaways


  • Simplicity is key in the mortgage industry. By simplifying workflows, eliminating redundancy, and focusing on the customer experience, lenders can improve their origination process.
  • A consumer-centric approach is crucial in today's market. Lenders should view everything through the lens of the customer and strive to provide a seamless and modern experience.
  • Investing in product innovation is essential for staying competitive. Lenders can adapt to market changes and meet customer expectations by embracing new technologies and continuously improving their offerings.
  • A native mobile app can enhance the loan origination process. It allows loan officers, real estate agents, and borrowers to access and interact with the system on the go, improving efficiency and convenience.
  • Partnerships, such as the one with ICE, can provide value to lenders. By integrating with established industry platforms, lenders can leverage existing infrastructure and access a wider range of tools and services.

Chapters

00:00Introduction and Year of Simplicity

03:12Simplifying the Origination Process

07:39Embracing a Consumer-Centric Approach

11:04Investing in Product Innovation

14:41The Importance of a Native Mobile App

17:53Partnership with ICE and Value Proposition

19:54Scheduling Meetings at ICE

 

 

Feb 21, 202423:26
🔥Fintech Hunting Podcast #200 with the incredible Alec Hanson CMO loanDepot

🔥Fintech Hunting Podcast #200 with the incredible Alec Hanson CMO loanDepot

🎙️ Dive into the latest episode of the Fintech Hunting Podcast with your host, Michael Hammond, as he sits down with Alec Hansen, the Chief Marketing Officer of loanDepot, in an electrifying conversation that delves deep into the realms of marketing, social media, and digital strategy.

🌟 Join Michael and Alec as they embark on an enlightening journey through the intricacies of modern marketing, exploring topics ranging from overcoming industry challenges to mastering the art of engagement. With Alec's wealth of experience as a marketing guru and social media aficionado, coupled with Michael's insightful questions and genuine curiosity, this episode promises to be an invaluable resource for anyone looking to make waves in the digital landscape.

💡 Gain exclusive insights into:

  • Navigating the ever-evolving mortgage industry landscape
  • Unraveling the secrets of successful digital marketing strategies
  • Overcoming hurdles in engaging with audiences effectively
  • Harnessing the power of video content to drive engagement and build relationships
  • Understanding the psychology behind social media engagement and community building

🔥 Whether you're a seasoned industry professional or a budding entrepreneur, this episode is a must-listen for anyone striving to stay ahead in the fast-paced world of fintech. So, grab your headphones and get ready to fuel your marketing prowess with expert insights from Alec Hansen and Michael Hammond.

🚀 Don't miss the opportunity to elevate your marketing game and propel your brand to new heights. Tune in now to the FinTech Hunting Podcast and unlock the secrets to digital marketing success!


Subscribe today to stay updated on the latest episodes and join the hunt for fintech excellence.

Feb 14, 202424:53
🎙️ FinTech Hunting Podcast Episode #199 with the amazing Kevin Perenio, Chief Lending Officer at PRMG

🎙️ FinTech Hunting Podcast Episode #199 with the amazing Kevin Perenio, Chief Lending Officer at PRMG

🎙️ FinTech Hunting Podcast Episode Highlights: Kevin Perenio, Chief Lending Officer at PRMG

Welcome back to the FinTech Hunting podcast! In this episode, your host, Michael Hammond, brings on a distinguished guest and dear friend, Kevin Perenio, Chief Lending Officer at PRMG. This industry thought leader and tech innovator share their insights into the current state of the lending technology landscape.

👋 Special Guest: Kevin Perenio

Michael: "We've got an amazing guest for you today. He's an industry thought leader, a tech innovator, and a dear friend. Please help me welcome back to the show, Kevin Perenio, Chief Lending Officer at PRMG."

KP: "Thank you, brother. You know I love being on FinTech Hunting."

🌐 Insights from Industry Events

Michael and KP dive into the observations and buzz from recent industry events like the Mortgage Banker Association's show in New Orleans. They discuss the positive vibes, the impact of changing interest rates, and the overall optimism for the year ahead.

KP: "The vibe was good. It's a new year. The people that go to these conferences, they're diehards. They're not going anywhere. We're all in. We're trying to build our businesses."

🌍 Market Outlook for 2024

The conversation shifts to the opportunities and challenges in the lending market for 2024. KP shares valuable insights into the mindset of lenders, focusing on business-building, recruiting, and the continuous pursuit of opportunities.

KP: "We just came out of that overbuilding phase in 2020 and 2021. Still kind of deleveraging down from that, if we're being honest."

🤖 Role of Technology and AI

Michael explores KP's perspective on technology, AI, and its impact on the lending industry. They discuss social selling, the importance of investing in technology, and the incremental changes AI is bringing to underwriting, task automation, and overall workflow efficiency.

KP: "You get what you put into [social selling]. And this is one of those moments that's coming up where there'll be a lot of eyeballs coming into our space looking for information."

📈 Tips for Evaluating Technology

The conversation wraps up with KP offering valuable advice on vetting technology. He emphasizes aligning tech investments with business goals, measuring ROI, and the importance of being selective about technology adoption.

KP: "It's not too late to be doing this stuff, and it's never too late."

🥩 Lightning Round: Austin's Best Barbecue Spots

To add a touch of local flavor, Michael asks KP about his favorite barbecue spots in Austin, Texas, including the legendary Franklin Barbecue.

KP: "Franklin's an experience. Give me a wait in line. You know, they got coffee there. You're having a beer. It is... it's almost like a tailgate."

👏 Conclusion

A big thank you to Kevin Perenio for sharing his valuable insights and experiences on the FinTech Hunting Podcast. Stay tuned for more episodes featuring industry leaders, tech experts, and thought-provoking discussions about the ever-evolving landscape of financial technology. Don't forget to subscribe and catch the next episode!

Feb 07, 202428:04
Fintech Hunting Podcast Episode #198 with the incredible Eric Kujala, Vice President of Product Marketing at Ice Mortgage Technology

Fintech Hunting Podcast Episode #198 with the incredible Eric Kujala, Vice President of Product Marketing at Ice Mortgage Technology

Welcome to the FinTech Hunting Podcast, where we delve into the latest trends, innovations, and thought leadership in the financial technology space. In today's episode, we had the pleasure of hosting Eric Kujala, Vice President of Product Marketing at Ice Mortgage Technology. Eric is an industry thought leader and a tech guru with a wealth of knowledge and expertise. In this insightful episode, Eric and our host, Michael Hammond, discussed highlights from the Independent Mortgage Bankers Conference (IMB), shedding light on the key themes, such as what lenders are focusing on in 2024 and discussions around the Realtor Sales Commission. They also explored the impact of artificial intelligence (AI) on the mortgage industry, emphasizing its importance in marketing and content creation. The conversation then shifted towards lenders' challenges and opportunities in 2024. Eric highlighted the significance of optimizing capacity, investing in technology, and scrutinizing existing processes for potential improvements. Additionally, he emphasized the importance of enhancing customer acquisition strategies, emphasizing the role of AI in marketing content and personalization. As a preview to the upcoming Ice Experience 24 conference, Eric provided insights into what attendees can expect. The conference aims to cater to both end users and industry executives, covering a range of topics from product-specific content for system administrators to executive-level discussions on regulatory compliance and servicing aspects. The podcast concluded with a discussion on what Eric hopes attendees will gain from the Ice Experience 24 conference. He emphasized the importance of understanding the collaboration between different solutions and industry players and the networking opportunities to foster industry improvement collectively. Don't miss out on this engaging episode filled with industry insights and expertise from Eric Kujala. Join us on the FinTech Hunting Podcast for more discussions with thought leaders in the financial technology space. Takeaways • IMB conference had good attendance and discussed topics such as interest rates and Realtor sales commission. • AI is a significant topic in the mortgage industry, particularly in marketing and content creation. • Lenders are focusing on optimizing their capacity and improving their customer acquisition strategies. • Improving the borrower experience and understanding their pain points is crucial for success. • ICE Experience 24 will provide industry professionals valuable insights and networking opportunities.

Jan 31, 202423:39
Fintech Hunting Podcast #197 with the incredible Dalila Ramos, Founder of Love & Taco Media

Fintech Hunting Podcast #197 with the incredible Dalila Ramos, Founder of Love & Taco Media

Summary

 

In this episode, Michael interviews Dalila Ramos, a world-class recruiter and content creator, about the challenges and strategies in recruiting and marketing. They discuss the importance of marketing expertise and the mistakes applicants make when seeking job opportunities. They also emphasize the need for authenticity and positivity on social media. Delilah shares insights on hiring people outside the industry and the importance of knowing when to outsource. They discuss the power of leveraging relationships and expertise in the mortgage industry. Finally, they offer strategies for maximizing ROI at trade shows and invite listeners to reach out for assistance.

 

Takeaways

  • Recruiting challenges in Q1 include the constant need for good sales talent and the increasing difficulty in finding operational and support roles.
  • Applicants often make the mistake of not putting themselves out there and not engaging on social media platforms, which can hinder their chances of getting hired.
  • Being genuine and authentic on social media is important, but applicants should avoid whining, complaining, or airing grievances, as it can negatively impact their job prospects.
  • Hiring people outside the industry can bring fresh perspectives, but subject matter expertise and understanding the nuances of the mortgage industry are crucial for success.
  • Knowing when to outsource and ask for help is essential to avoid burnout and ensure the success of marketing and sales efforts.
  • Leveraging relationships and engaging with industry professionals can help build credibility and attract opportunities in the mortgage industry.
  • Maximizing ROI at trade shows requires a strategic approach, including promoting the booth, scheduling appointments, and leveraging content creation and video interviews.

Chapters

00:00Introduction and Background

01:22Recruiting Challenges in Q1

04:06The Importance of Marketing Expertise

05:13Mistakes Applicants Make

06:39Being Genuine and Authentic on Social Media

08:08The Impact of Negative Social Media Posts

09:26The Power of Positive and Uplifting Content

10:34Hiring People Outside the Industry

12:38The Challenge of Doing It All

13:50Knowing When to Outsource

15:30Leveraging Relationships and Expertise

17:02Engaging with Industry Professionals

18:22Outsourcing for Trade Shows

19:31Maximizing ROI at Conferences

21:57How to Get in Touch for Assistance

23:17Final Thoughts and Call to Action

Jan 24, 202427:29
Fintech Hunting Podcast #196 with the amazing Tim Nguyen of BeSmartee

Fintech Hunting Podcast #196 with the amazing Tim Nguyen of BeSmartee

Revolutionizing Mortgage Industry: BeSmartee’s Trifecta Unveiled for 2024 Growth!


Dive into the latest episode of the FinTech Hunting Podcast #196 as Tim Nguyen, CEO of BeSmartee, reveals groundbreaking insights for the mortgage industry in 2024. Discover the strategic trifecta that includes automation, enhanced user experience, and innovative AI applications. Be prepared for a market shift with expert advice on technology, relationships, and the future of AI in lending. Don't miss the exclusive details at ICE Experience – schedule your demo now!

Jan 17, 202421:45
Fintech Hunting Podcast #195 "Unlocking Mortgage Innovation with David Wieczorek | FinTech Hunting Podcast Season 6 Premier"

Fintech Hunting Podcast #195 "Unlocking Mortgage Innovation with David Wieczorek | FinTech Hunting Podcast Season 6 Premier"

"Unlocking Mortgage Innovation with David Wieczorek | FinTech Hunting Podcast Season 6 Premier"

Welcome to the latest episode of the FinTech Hunting Podcast! Our guest today is David Wieczorek, the Director of Product at Meridian Link, an influential figure and tech enthusiast in the mortgage industry. David shares his unique journey from a background in physics and mathematics at UCLA to becoming a pivotal force in transforming product development within Meridian Link. He talks about the evolution of technology in lending, emphasizing the crucial role of seamless systems in enhancing customer experiences. He delves into the significance of a streamlined point-of-sale system, showcasing its impact on borrower interactions and lenders' abilities to adapt to market conditions efficiently. Additionally, David sheds light on Meridian Link's innovative Meridian Link One platform, a game-changer that unifies consumer and mortgage lending, eliminating silos and enhancing value for lenders. For those eager to explore more about these insights and Meridian Link's upcoming user conference, visit their website for a wealth of resources, sales contacts, and user forum registration. Tune in to this engaging conversation with David Wieczorek, where technology, lending, and customer-centric innovation converge.

Jan 10, 202424:10
Fintech Hunting Podcast Episode #194 with the Amazing Dalila Ramos, Founder Love & Tacos Media

Fintech Hunting Podcast Episode #194 with the Amazing Dalila Ramos, Founder Love & Tacos Media

🎙️ Welcome to the FinTech Hunting Podcast!

 

In this episode, we're thrilled to have Dalila Ramos as our special guest live from our Michigan Studio. She's a recruiting expert, known as the "taco queen," and a relationship aficionado with a wealth of experience.

 

We discuss our successful partnership, driving over a million views and a surge in engagement. We emphasize our core values and offer video content packages tailored to maintain your brand presence amidst budget cuts.

 

💡 But beyond our banter and camaraderie, our primary focus is on providing practical solutions to the challenges facing businesses today. In a constantly evolving market, we understand the importance of maintaining a consistent presence and offer tailored video content creation packages designed to keep your brand in the spotlight.

 

📹 These packages go beyond conventional marketing strategies. By collaborating with us, you gain access to our diverse range of shows and a built-in audience, allowing your story to be told in innovative ways and reaching a broader network across various social platforms.

 

🌐 Our mission extends beyond mere marketing services. We believe in nurturing authentic relationships and adding genuine value to the industry. Through strategic planning, we help companies navigate complex market dynamics, ensuring that each interaction is built on trust, relevance, and problem-solving.

 

🔍 Looking ahead to 2024, we're committed to emphasizing the necessity of establishing an online presence. In an era where digital footprints speak volumes, embracing social media and digital platforms is no longer an option but a prerequisite for success.

 

🎄Wishing everyone a joyful holiday season and a prosperous New Year!

Tune in for more engaging discussions on the FinTech Hunting Podcast! 🚀

Dec 20, 202326:02
Fintech Hunting Podcast Episode #193 with the amazing Ryan DeMent, Managing Partner at TruVest.

Fintech Hunting Podcast Episode #193 with the amazing Ryan DeMent, Managing Partner at TruVest.

In this episode, Ryan DeMent, managing partner at Truevest, joins the FinTech Hunting Podcast to discuss the mortgage industry and the power of videos and social media for loan officers. Ryan emphasizes the importance of optimism and finding opportunities in times of upheaval. He shares his personal journey in the industry and highlights the impact loan officers can have on people's lives.

Ryan also encourages loan officers to embrace video content creation and shares tips for overcoming apprehension. He discusses the role of social media in building relationships and the need for consistency in posting. Additionally, Ryan emphasizes the value of coaching and lifelong learning in the mortgage industry.

Takeaways

  • Find opportunities in times of upheaval and be optimistic about the mortgage industry.
  • Embrace video content creation to connect with clients and build relationships.
  • Overcome apprehension and fear of creating videos by focusing on being yourself and adding value.
  • Utilize social media to share your message, engage with clients, and build a personal brand.
  • Balance personal and professional content on social media to make yourself relatable.
  • Invest in coaching and lifelong learning to continuously grow and improve in the mortgage industry.
  • Expect a shift in the real estate market in 2024, with potential pent-up demand and lower interest rates.

Chapters

00:00Introduction and Optimism in the Mortgage Industry

04:16The Power of Videos for Loan Officers

07:53Overcoming Apprehension and Fear of Doing Videos

10:20The Importance of Social Media for Loan Officers

13:38Balancing Personal and Professional Content on Social Media

16:59The Value of Coaching in the Mortgage Industry

19:57Outlook for Real Estate and Mortgage Industry in 2024

Dec 06, 202324:44
Fintech Hunting Podcast Episode #192 with the incredible Devesh Khare, Chief Product Officer of MeridianLink

Fintech Hunting Podcast Episode #192 with the incredible Devesh Khare, Chief Product Officer of MeridianLink

Revolutionizing Financial Services: A Conversation with Devesh Khare on the FinTech Hunting Podcast

 

Introduction: Welcome, ladies and gentlemen, to a groundbreaking episode of the FinTech Hunting Podcast. Today, we are honored to have Devesh Khare, Chief Product Officer of MeridianLink, join us. Devesh is not just an industry thought leader but also a technology evangelist and an automation expert. His wealth of knowledge and expertise promises a deep dive into the innovations reshaping the financial services landscape. Without further ado, let's dive into this enlightening conversation.

 

Addressing Homebuying Misconceptions: Devesh debunks common myths for first-time homebuyers. Emphasizing credit score flexibility and diverse loan options, financial institutions can empower aspiring homeowners.

 

Technology in Mortgage Origination: In a market with rising costs, technology plays a pivotal role. Devesh highlights personalization, instant decisioning, and touchless processes as key elements, ensuring a seamless mortgage origination experience.

 

Debt Optimization and Customer Relationships: MeridianLink's debt optimization solution analyzes borrowers' financial landscapes, deepening relationships. It's a win-win – borrowers achieve dreams, and financial institutions strengthen bonds.

 

Meridian Link One: A Unified Platform: MeridianLink One transforms the consumer lending life cycle. Offering purpose-built products and a connectivity layer, it streamlines operations, identifies improvements, and enhances customer experiences.

 

Conclusion: Devesh Khare's insights and Meridian Link's innovations pave the way for a dynamic future in financial services. Embrace transformation and connect with Meridian Link for cutting-edge solutions.

Nov 15, 202323:34
Fintech Hunting Podcast Episode #191 with Mike Kirk and Chad Karol

Fintech Hunting Podcast Episode #191 with Mike Kirk and Chad Karol

Ladies and gentlemen welcome to a new episode of the FinTech Hunting podcast. In this episode, we have two incredible guests, Mike Kirk, Chief Innovation Officer/Alternative Valuation Group, and Chad Karol, SVP | Alternative Valuation Operations for Nationwide Property & Appraisal Services, who are at the forefront of innovation in the appraisal industry. They discuss the current challenges in the market, the importance of credit unions, and how innovative solutions can help credit unions level the playing field.

Discover how their suite of valuation products can empower credit unions, reduce costs, and improve the member experience. They also share insights on preparing for the future and why it's crucial to choose a vendor that can offer a wide range of products in these changing times.

Don't miss out on this enlightening conversation. Tune in and subscribe to the FinTech Hunting podcast for more insights on the ever-evolving world of financial technology. Your journey to financial innovation starts here!

Nov 08, 202319:55
Fintech Hunting Podcast Episode #190 with the amazing Dalila Ramos, Founder of Love & Tacos Media

Fintech Hunting Podcast Episode #190 with the amazing Dalila Ramos, Founder of Love & Tacos Media

Welcome to the FinTech Hunting Podcast, where we have an outstanding guest today, Dalila Ramos, a leading recruiter and relationship builder in the mortgage industry and founder of Love & Tacos Media. In this episode, we discuss key takeaways from the recent MBA Annual event in Philadelphia, focusing on industry outlook, mindset, and the value of trade shows. The podcast emphasizes the power of video in modern communication and offers insights on overcoming common objections to creating videos. Dalila and Michael's services, such as Amplify Videos and FinTech Hunting, provide excellent opportunities for individuals and companies in the mortgage industry to share their stories with a broad and engaged audience. In summary, the FinTech Hunting Podcast is your source for the latest mortgage industry insights and trends. Dalila and Michael are experts dedicated to helping you succeed through the power of video. Listen to their podcast for industry knowledge, networking, and practical tips to enhance your presence and grow your business in the mortgage industry. Don't miss out; tune in now!

Nov 01, 202329:22
Fintech Hunting Podcast #189 with the amazing Kathy Mantych, Senior Director of Business Development at Silverwork Solutions
Oct 11, 202316:51
Fintech Hunting Podcast #188 with the amazing Bridget Trevino, SVP Sales Rapidio
Oct 04, 202318:14
Fintech Hunting Podcast #187 with two amazing guests. Charlie Johnson SVP, Sales Team Lead and Michael Swartz VP, Senior Account Executive at Nationwide Property and Appraisal Services

Fintech Hunting Podcast #187 with two amazing guests. Charlie Johnson SVP, Sales Team Lead and Michael Swartz VP, Senior Account Executive at Nationwide Property and Appraisal Services

🎙️ Join the Fintech Hunting podcast with industry thought leaders Charlie Johnson and Michael Schwartz from Nationwide Property and Appraisal Services! In this episode, you'll discover valuable insights into the fintech and appraisal industry, their innovative solutions for appraisers, and the power of nurturing relationships. Don't miss it on various platforms, including YouTube, Spotify, Apple Podcasts and more. Meet them in person at NLE and MBA Annual to continue building those valuable connections. Stay tuned for a fascinating journey into the world of appraisals and beyond! 🏦📊💼 #FintechHuntingPodcast #Appraisals #Relationships #Innovation

Sep 27, 202329:06
Fintech Hunting Podcast #186 with special guest Jason Smith

Fintech Hunting Podcast #186 with special guest Jason Smith

🎙️ Tune in to the FinTech Hunting Podcast for an engaging and insightful conversation with industry thought leader Jason Smith. Join us as we dive into the world of technology and sales, exploring the untapped potential of financial services and tech synergy.

Discover how technology can revolutionize the mortgage industry, making processes more efficient and customer-centric. Jason shares his 22 years of experience, from handwritten 10-03s to embracing cutting-edge technology solutions. You'll hear about the untapped potential of e-closings and the transformative power of machine learning and AI.

But the podcast isn't just about tech; it's about sales strategies, too. Jason provides invaluable advice on how to break through the status quo, offering insights into effective prospecting and targeting. Learn how to engage potential clients by starting with "why" and asking the right questions to uncover their pain points and provide solutions.

Jason's wisdom extends to the art of discovery. Discover how to ask insightful questions that go beyond surface-level responses, truly understanding your client's needs. And don't shy away from embracing digital tools like social media and video. They're not just trends but powerful tools for building connections and delivering value.

Don't miss this episode; it's a treasure trove of knowledge, experience, and practical advice to benefit anyone in the financial technology and sales space. Join us on the FinTech Hunting Podcast and level up your understanding of the industry today! 🚀

Sep 20, 202327:25
Fintech Hunting Podcast #185 with the incredible Josh Friend Founder & CEO Insellerate

Fintech Hunting Podcast #185 with the incredible Josh Friend Founder & CEO Insellerate

Welcome back to the FinTech Hunting Podcast! Our guest today is a true industry luminary, Josh Friend, CEO and founder of Insellerate. Josh is known for his visionary leadership, having won the Vanguard award and being one of the most connected figures in the mortgage industry. Join us as we dive into the latest trends and innovations that mortgage professionals can't afford to miss.

In this episode, we explore:

  • The importance of efficiency in reducing origination costs and increasing profitability.
  • The power of innovation in streamlining operations and staying competitive.
  • Insellerate’s commitment to providing practical solutions for lenders, big and small.
  • Exciting updates coming to the platform, including a new user interface and the game-changing "Golden Record" feature.
  • The enduring strength of the mortgage industry and the opportunities it presents for those who adapt and innovate.

Stay tuned as we unpack the future of mortgage technology and how you can leverage it for success. Whether you're a seasoned executive or a loan officer looking to level up, this episode is your gateway to staying at the forefront of the industry. Don't miss it!

For more information and to connect with Josh and the Insellerate team, visit insellerate.com.com or reach out on LinkedIn.

Stay tuned for the upcoming MBA Annual event, where you can meet the Insellerate team in person and explore their latest innovations.

Thank you for joining us on this exciting journey through the world of fintech and mortgage innovation. If you enjoy the podcast, please like, share, and subscribe.

 

Sep 13, 202324:31
Fintech Hunting Podcast #184 with the amazing Bridget Trevino VP of Sales RAPIDIO

Fintech Hunting Podcast #184 with the amazing Bridget Trevino VP of Sales RAPIDIO

🎙️ Episode Description: "Revolutionizing Mortgage Technology with Rapidio"

Welcome to the Fintech Hunting Podcast! Our guest today, Bridget Trevino, Vice President of Sales at Rapidio, brings two decades of financial services expertise to the table. In this episode, she shares insights into the challenging mortgage technology landscape and where lenders should focus for cost savings.

Rapidio, a new player in the U.S. market with ten years of European experience, introduces a unique component-based system. It empowers underwriters by allowing them to select and pay only for the components they need, putting them in control.

But the real game-changer? Rapidio doesn't charge for data extraction and document classification. They believe lenders should own their data without added fees. This approach is transforming the industry, making lenders more efficient and cost-effective.

Discover how Rapidio is reshaping the future of mortgage technology and empowering underwriters. Tune in to stay ahead in this evolving landscape!

Sep 06, 202317:55
Fintech Hunting Episode #183 with the incredible Mike Kaysen, Founder & CEO of Silverwork Solutions

Fintech Hunting Episode #183 with the incredible Mike Kaysen, Founder & CEO of Silverwork Solutions

🎙️ Unleash Innovation with Silverworks Solutions: A FinTech Hunting Podcast Episode

🔥 Join us for a captivating episode of the FinTech Hunting Podcast as we sit down with Michael Kaysen, Founder and CEO of Silverworks Solutions. Dive into two decades of mortgage and FinTech wisdom as Kaysen unveils the power of bots, AI, and machine learning in revolutionizing financial operations.

💡 Explore the impact of technology on cost reduction and resource allocation, setting the stage for sustainable growth. Discover how Silverworks Solutions is crafting a brilliantly human future, where seamless collaboration between humans and bots transforms the industry.

🌐 Ready to reshape your understanding of FinTech's potential? Tune in now! 🎧

Aug 30, 202318:06
Fintech Hunting Episode #182 with the amazing Ally Carty

Fintech Hunting Episode #182 with the amazing Ally Carty

Ladies and gentlemen, welcome to an extraordinary episode of the Fintech Hunting Podcast. Brace yourselves for an electrifying conversation that delves into the future of finance. Today, we have a remarkable guest with us, none other than Ally Carty, the Gen Z Guru and National Account Executive at ActiveComply. A trailblazer in the financial industry, Ally's insights will reshape your perspective on Gen Z borrowers and the ever-evolving landscape of financial technology.

In this captivating episode, Ally takes us on a journey of discovery, revealing how Gen Z's unique needs and aspirations are reshaping the industry. Buckle up as she unveils the power of social media as a bridge between lenders and the new generation of borrowers. Prepare to be astonished as Ally explores the untapped potential of platforms like TikTok and Instagram, showcasing how authentic, bite-sized content can revolutionize customer engagement.

Join us as Ally recounts her own adventures, sharing how social media transformed her European vacation planning and igniting a revelation that has profound implications for the financial world. Get ready to rethink your approach as Ally uncovers the secrets to creating content that educates, entertains, and empowers Gen Z consumers to make informed financial decisions.

Michael's insightful questions and Ally's candid responses make this episode an unmissable journey into the future of finance and the power of Gen Z's perspective. Don't just listen; absorb, reflect, and revolutionize your financial approach. This episode of the Fintech Hunting Podcast with Ally Carty is your ticket to staying ahead in the dynamic world of fintech. Tune in now, and be prepared to be amazed.

Aug 23, 202321:40
Fintech Hunting Episode #181 with the amazing Dalila Ramos

Fintech Hunting Episode #181 with the amazing Dalila Ramos

Join us for an electrifying episode of the Fintech Hunting Podcast featuring the dynamic and insightful Dalila Ramos. As the host of Taco Tuesday and a recruiting efficiency guru, Dalila brings her A-game to discuss the latest trends in the mortgage industry, the power of video engagement, and the need for a strong brand presence at conferences. She highlights authenticity's crucial role, relationship-focused marketing's value, and consistency's importance in content creation. Whether you're a mortgage lender, loan officer, or technology vendor, this episode is a must-listen for those looking to navigate the ever-evolving world of finance and technology. Tune in and prepare to be inspired, motivated, and equipped to excel in fintech. Subscribe now and stay ahead of the curve!

Aug 16, 202326:10
Fintech Hunting Episode #180 LIVE with the amazing Eric Kujala Vice President, Product Marketing at ICE Mortgage Technology

Fintech Hunting Episode #180 LIVE with the amazing Eric Kujala Vice President, Product Marketing at ICE Mortgage Technology

Get ready for an electrifying edition of the FinTech Hunting podcast, broadcasting live from Novi, Michigan! Our special guest, the legendary Eric Kujula, an industry trailblazer and tech genius, has just been crowned the housing wire marketing aficionado. Brace yourself for an action-packed conversation as Eric reunites with our charismatic host, Michael Hammond, who reminisces about their first lunch where the FinTech Hunting podcast was born. Delve into the world of cutting-edge technology as Eric reveals how lenders embrace innovation to reduce costs, optimize lead management, and seize new opportunities. This heartwarming episode will leave you inspired and equipped to conquer the FinTech world. Don't miss out on the magic, as Eric Kujula rocks the FinTech Hunting podcast!

Aug 09, 202308:31
Fintech Hunting Episode #179 with Cyber Security experts Tobi Libbra and Trent Bordenkircher.

Fintech Hunting Episode #179 with Cyber Security experts Tobi Libbra and Trent Bordenkircher.

🎙️ Get ready for an exhilarating FinTech Hunting Podcast episode! 🎙️ Cybersecurity experts Toby Libra and Trent Burdenkircher share valuable insights on the current state of cyber threats in financial services.
💼 Key takeaways: Prioritize awareness training to prevent phishing attacks. Cybercriminals are becoming more sophisticated, especially with spear phishing, so be vigilant! Consider a Virtual Information Security Officer program for cost-effective expert guidance.
🔒 Protect your business from ransomware by educating employees and implementing network segmentation. Vet cybersecurity firms with references and free consultations to find the right fit.
Don't miss this eye-opening episode! Tune in now! 🙌 #FinTechHunting #Cybersecurity #Ransomware #ExpertInsights
Aug 02, 202324:51
Fintech Hunting Episode #178 with the amazing Fobby Naghmi, the Senior Vice President of Homecoming Mortgage

Fintech Hunting Episode #178 with the amazing Fobby Naghmi, the Senior Vice President of Homecoming Mortgage

Ladies and gentlemen, prepare for an exhilarating FinTech Hunting podcast episode! Join host Michael as he welcomes Fobby Naghmi, the senior vice president of Homecoming Mortgage and an industry thought leader. Fobby is known for his incredible insights and a successful podcast, Laugh Lend Eat. In this episode, Fobby shares his observations on the tough housing market and offers valuable strategies to stay ahead as a lender. He dives into innovative campaigns, such as leveraging non-QM products and home equity cash-out refinancing, to attract builders and borrowers alike. Fobby also highlights the importance of recruiting top talent and how technology, like the Simple CRM platform, plays a crucial role in fostering relationships and boosting efficiency. Discover how Fobby's team utilizes AI-powered chat GPT tools to enhance communication and gain a competitive edge. With his wealth of knowledge and practical advice, Fobby Naghmi, is a guest you don't want to miss. Tune in now and unlock the secrets to success in the ever-evolving world of fintech and mortgage lending!

Jul 19, 202327:47
Fintech Hunting Podcast episode #177 with the highly insightful Jim Deitch, CMB Co-Founder & CEO of Teraverde

Fintech Hunting Podcast episode #177 with the highly insightful Jim Deitch, CMB Co-Founder & CEO of Teraverde

Ladies and gentlemen welcome to a dynamic and interesting episode of the Fintech Hunting Podcast! In this episode, we have a special guest, Jim Deitch CMB, co-founder and CEO of Teraverde, who is not only an industry thought leader and tech innovator but also an expert in lending profitability with significant financial services expertise.

 

The conversation discusses to the rising costs of loan origination, a challenge that lenders are grappling with. Jim explains that the industry still hasn't right-sized its workforce or optimized operational and origination processes. 

 

Michael and Jim discuss the importance of understanding each loan and employee's cost structure and profitability and how technology can be leveraged to alleviate rising costs and increase efficiency.

 

The episode concludes with Jim's call to action for lenders to drive their business forward by focusing on cost reduction, efficiency, and delivering a better customer experience. He emphasizes that looking ahead and embracing change is crucial for long-term success and that the low-cost producers will be the winners in the industry.

 

Tune in now to stay ahead of the curve in the ever-evolving world of lending!

Jul 12, 202325:31
Fintech Hunting Episode #176 with the amazing Alayna Gardner Director of Sales and Marketing Lodestar Software Solutions.

Fintech Hunting Episode #176 with the amazing Alayna Gardner Director of Sales and Marketing Lodestar Software Solutions.

Welcome to the FinTech Hunting Podcast, where we bring you the latest insights and trends in the financial technology industry. In this episode, we have a special guest, Alayna Gardner, Lodestar's director of sales and marketing. She is making waves in the mortgage industry with her innovative ideas and fresh perspective. Join host Michael Hammond as he dives into a captivating conversation with Alayna, where they discuss the challenges lenders face in today's market and the importance of leveraging digital and live events. Alayna shares her secrets on creating memorable experiences on a budget, offering practical tips to engage clients and build lasting connections. Don't miss this opportunity to gain valuable insights from a rising star in the industry. Subscribe to the podcast now to stay updated with the latest episodes and never miss a beat.

Jun 28, 202325:32
Fintech Hunting Episode #175 with the amazing Ruth Lee, CMB, Founder & CEO of Big Think

Fintech Hunting Episode #175 with the amazing Ruth Lee, CMB, Founder & CEO of Big Think

Ladies and gentlemen welcome to a new Fintech Hunting Podcast episode hosted by the charismatic Michael Hammond. Get ready for an incredible conversation with an industry thought leader, a certified mortgage banker, and a force to be reckoned with. Join us as we welcome Ruth Lee, the founder, and CEO of Big Think, who is a dear friend and a passionate coach and advocate for process improvement and executive leadership. In this episode, Michael and Ruth dive deep into the pressing issues and pain points lenders face today. They explore the transformative power of AI and its impact on the mortgage industry. Discover how AI, like ChatGPT, can boost productivity and personalization while debunking the myths and fears surrounding its capabilities. With Ruth's wealth of experience and Michael's engaging style, this heartfelt conversation will inspire you to embrace the opportunities that lie ahead. Tune in now to this dynamic and engaging episode of the Fintech Hunting Podcast.

Jun 21, 202329:38
Fintech Hunting Episode #174 Dustin Gray, CEO & Cofounder Milestones Labs

Fintech Hunting Episode #174 Dustin Gray, CEO & Cofounder Milestones Labs

Welcome to a captivating episode of the FinTech Hunting Podcast, where we have a special guest who is not only a technology evangelist and industry thought leader but also deeply passionate about helping homeowners. In this episode, we are thrilled to introduce Dustin Gray, the CEO and co-founder of Milestones Labs.

Dustin's journey began unexpectedly 28 years ago in the real estate and mortgage business as a high school student. Since then, his career has flourished, and he has become a driving force in the industry. Throughout his entrepreneurial endeavors, he has witnessed the challenges faced by homeowners and recognized the need for a more streamlined and seamless interaction.

Imagine the excitement of becoming a homeowner, followed by the realization of the countless complexities that come with it. Dustin understands firsthand the challenges homeowners encounter, especially in today's fast-paced market. From maintaining and improving their property to making critical decisions about renovations or future investments, homeowners face a maze of personal and financial considerations.

During this episode, Dustin shares his personal experiences, including purchasing a home sight unseen and embarking on a complete renovation. He reveals the challenges he and his family faced and the various decisions they had to navigate. From finding trustworthy professionals to accessing funds and managing unexpected issues, their journey exemplifies the overwhelming nature of homeownership.

The conversation takes a compelling turn as Dustin delves into the genesis of Milestones Labs. Originally focused on revolutionizing the real estate transaction process, the company realized the need to address the long-term relationship between homeowners and their trusted advisors. They recognized that the journey of homeownership is not merely a one-time transaction but rather an ongoing, decade-long experience.

Milestones Labs set out to bridge this gap by creating a digital Swiss Army knife of homeownership, enabling homeowners to stay connected with their trusted advisors throughout the entire 10-year journey. By leveraging the expertise, local market knowledge, and personal networks of professionals, Milestones Labs aims to provide homeowners with a continuous support system. Whether it's obtaining advice, seeking assistance, or exploring new opportunities, homeowners can rely on their trusted advisors to guide them every step of the way.

Join us in this captivating episode as Dustin Gray shares his insights, experiences, and the innovative vision behind Milestones Labs. Discover how this groundbreaking platform transforms the traditional transaction-based approach into a lifelong partnership, revolutionizing the way homeowners navigate the challenges of homeownership.

Tune in now and embark on a transformative journey to revolutionize the way we perceive and navigate homeownership. This episode promises to be a heartfelt, informative, and engaging discussion that will empower you to make informed decisions and forge lasting connections in the world of real estate and mortgage. Don't miss out on this opportunity to gain valuable insights from one of the industry's brightest minds. Listen to the FinTech Hunting Podcast now!

Jun 14, 202325:40
Fintech Hunting Episode #173 with Chad Karol, SVP | Alternative Valuation Operations, Nationwide Property & Appraisal Services

Fintech Hunting Episode #173 with Chad Karol, SVP | Alternative Valuation Operations, Nationwide Property & Appraisal Services

Welcome to the FinTech Hunting Podcast, where we bring you the latest insights and innovations in the world of financial technology. In this episode, we have a special guest, Chad Karol, a technology evangelist and valuation expert who recently joined Nationwide Property and Appraisal Services as the Senior Vice President. Chad brings a wealth of knowledge and expertise to the table, with 16 years of experience in the alternative valuation space and overseeing close to 2 million transactions.

In our conversation, Chad discusses the challenges faced by the industry, such as the shortage of appraisers and the need for faster turnaround times. He highlights the benefits of alternative valuation models, particularly desktop appraisals, which allow appraisers to focus on analysis and valuation while data collectors gather property information. Chad emphasizes that these alternative models provide quicker turnaround times and lower costs and enable appraisers to increase their earnings by completing more volume from the comfort of their desks.

We delve into Nationwide's new offering, the Pinnacle Desktop Appraisal, which combines local appraisers' expertise with a bifurcated process involving real estate professionals for data collection. This model ensures high-quality appraisals through two rounds of quality control checks. Chad also addresses lenders' concerns about adopting alternative valuation models, encouraging open discussions to explore the advantages and address regulatory challenges.

As the market evolves, Chad envisions more lenders embracing alternative valuation products, especially with Fannie Mae and Freddie Mac onboard. He foresees a future where these products, including the Pinnacle Desktop Appraisal, become the norm for home equity and fix-and-flip loans. If you're interested in learning more about the benefits of alternative valuation models and how they can transform the industry, don't miss this engaging and insightful episode with Chad Karol.

Jun 07, 202316:22
Fintech Hunting Episode #172 with Cameron Watson, Senior Mortgage Loan Officer, Coastal Custom Mortgage, Inc. part of the Lariscy & Watson Mortgage Team

Fintech Hunting Episode #172 with Cameron Watson, Senior Mortgage Loan Officer, Coastal Custom Mortgage, Inc. part of the Lariscy & Watson Mortgage Team

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast.  We have an incredible guest for you today.  She is a leading originator, a system and process expert, and passionate about networking to add value to people in the mortgage industry.  Please help me welcome Cameron Watson, Senior Mortgage Loan Officer, Coastal Custom Mortgage, Inc., part of the Lariscy & Watson Mortgage Team.

 

In this don't miss this episode, Cameron shares tips and strategies that she has been able to use as an originator to grow her business in today's mortgage market, the power of open houses done right, what to give as a leave behind for real estate agents, how to leverage video to become a thought leader, and breaking down barriers to gain engagement and so much more. Don't miss this dynamic and insightful episode.

May 31, 202324:41
Fintech Hunting Episode #171 with Heidi Iverson Director of Growth at Mobility Market Intelligence

Fintech Hunting Episode #171 with Heidi Iverson Director of Growth at Mobility Market Intelligence

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast.  We have a fantastic guest for you today.  She is an industry thought leader, technology evangelist, and passionate about delivering market intelligence.  Please help me welcome Heidi Iverson, Director of Growth at Mobility Market Intelligence.


In this episode, we discuss Hiedi's extensive background in financial services, the power of leveraging data and market intelligence in today's mortgage market, industry trends, MMI, and so much more. Don't miss this insightful episode.

May 24, 202319:42
Fintech Hunting Episode #170 with the amazing Robin Lukason Executive Business Coach and Consultant

Fintech Hunting Episode #170 with the amazing Robin Lukason Executive Business Coach and Consultant

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast.  We have an incredible guest for you today.  She is a leading business coach, industry thought leader, and passionate about adding value to people in the mortgage industry.  Please help me welcome  Robin Lukason, Executive Business Coach and Consultant.

 

Don't miss this dynamic episode where we discuss the current market conditions and the importance of systems and organizational processes, technologies' role in helping lenders, the importance of relationships and how to better manage people, the power of having a coach, and so much more.


 

May 17, 202326:12
Fintech Hunting Episode #169 with the exceptional Susan Milazzo, CEO at California Mortgage Bankers Association.

Fintech Hunting Episode #169 with the exceptional Susan Milazzo, CEO at California Mortgage Bankers Association.

Don't miss this powerful and dynamic episode. We have an exceptional guest for you today. She is an industry trailblazer and thought leader, extremely well respected for all she does for the mortgage industry (not just in California). Please help me welcome back Susan Milazzo, CEO at California Mortgage Bankers Association.

In this episode, we discuss leading during challenging times, the CMBA's vision and foresight in helping members navigate these constantly changing mortgage market conditions, the power of information, why conferences play a critical role in navigating these times, how the CMBA has stepped up to provide member lenders with FREE admission to Innovators Conference, collaboration, technology insights, and additional events throughout the rest of 2023, and so much more.


May 10, 202320:39
Fintech Hunting Podcast episode #168 with the incredible Leora Ruzin VP of National Sales at WRE

Fintech Hunting Podcast episode #168 with the incredible Leora Ruzin VP of National Sales at WRE

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast.  We have a very special guest for you today.  She is a CMB, author, editor, and industry thought leader.  Please help me welcome Leora Ruzin, VP of National Sales at WRE

Leora, welcome back to the show.

 

·      Current industry trends.

·      Biggest challenges you see in the industry.

·      Why at this juncture, lenders should NOT cut back on marketing and advertising

·      Biggest challenges marketers face

·      The power of AI

·      Tell us about WRE and so much more.

May 03, 202331:08
Fintech Hunting Podcast episode #167 with the amazing Josh Friend Founder and CEO Insellerate

Fintech Hunting Podcast episode #167 with the amazing Josh Friend Founder and CEO Insellerate

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast.  Our next guest is a repeat guest with some of the most listened-to Fintech Hunting episodes.  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.🔥

🎙In this episode, we discuss:

🎙What industry trends Josh is seeing?

🎙The Total Cost of Technology Ownership.

🎙What are the factors to consider when calculating TCO?

🎙How one comprehensive platform for all lending channels- Retail, Consumer Direct, Wholesale, TPO, Reverse, Recruiting can lower the Total Cost of Ownership of your CRM. And so much more

 



Apr 26, 202321:59
Fintech Hunting Podcast episode #166 with Adam Klugh, Mortgage Consultant for Success Mortgage Partners.

Fintech Hunting Podcast episode #166 with Adam Klugh, Mortgage Consultant for Success Mortgage Partners.

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast.  We have an incredible guest for you today.  He is an industry powerhouse, origination expert, and leading mortgage consultant.  Please help me welcome Adam Klugh, Mortgage Consultant for Success Mortgage Partners.


·      Welcome to the show!

·      Adam, for our listeners who don’t know, tell us about your background and how you got into the mortgage industry.  Even a firefighter!

·      Current market conditions: according to the MBA, the cost to originate a loan is over 11,000, lenders are focused on cost reductions, streamlining the manufacturing of loans, etc. what are you seeing?

·      Where should LOs be focusing their attention?

·      How can technology help LO close more loans?

·      What is your advice on enhancing real estate agent outreach?

* The power of text and video to drive more business and so much more.

Apr 19, 202321:32
Fintech Hunting Podcast episode #165 with the incredible Dan Bailey SVP at WFG Lender Services

Fintech Hunting Podcast episode #165 with the incredible Dan Bailey SVP at WFG Lender Services

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast.  We have a special guest for you today.  He is an industry powerhouse, a thought leader, and a technology evangelist.  Please help me welcome Dan Bailey, SVP at WFG Lender Services.   Welcome back to the show!    Dan, let's discuss Home Equity Lending and the potential revenue stream it is creating for lenders. 1. WFG recently announced the availability of a rapid legal and vesting report as part of its DecisionPoint® Instant Title Solution suite. Can you please tell us what it is and how it helps home equity lenders?   2.      What are some of the other services WFG provides for home equity lenders?   3.      Your news release announcing the DecisionPoint Rapid Legal & Vesting Report states that WFG has provided home equity lending solutions since its founding in 2010. What are some of the things you’ve learned along the way?    4.      In what other ways is WFG helping lenders capture more home equity business, reduce origination costs and expedite the origination process?    5.      What are some key considerations lenders should consider when selecting a home equity lending solution partner?   6.      WFG uses Net Promoter Scoring to measure customer satisfaction and enhance service levels. Can you tell us about that process and how it helps WFG enhance the customer experience?    7.      Before we close, is there anything else you’d like to share with our viewers? And so much more.

Apr 12, 202319:31
Season 4 Fintech Hunting Podcast episode #164 with the amazing Matt Slonaker, Founder and CEO of M. Allen LLC.

Season 4 Fintech Hunting Podcast episode #164 with the amazing Matt Slonaker, Founder and CEO of M. Allen LLC.

In this episode, we discuss the following:

🎙Most significant challenges you see in the industry.

🎙Strategically, where should lenders be focusing their attention?

🎙What is technology’s role?

🎙Change management and user adoption.

🎙In a challenging market, how fractional CMO/CSOs can play a critical role? And so much more.


Apr 05, 202323:31
Season 4 Fintech Hunting Podcast Episode #163 with the incredible Sue Buswell Director of Business Development at NEXT Mortgage Events

Season 4 Fintech Hunting Podcast Episode #163 with the incredible Sue Buswell Director of Business Development at NEXT Mortgage Events

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have a very special guest for you today. She is a credit and score ninja, a passionate developer of people, and an expert networker. Please help me welcome Sue Buswell, Director of Business Development at NEXT Mortgage Events.


Sue, welcome to the show.

• How did you get into the mortgage business?

• What are the Biggest challenges you see in the industry, and what aspect of credit is impacted most?

• You are doing an incredible job of consistently posting great information and video. #sueknowsthescore Why did you choose to do that?

• What is technology’s role?

• Let’s talk about industry events and the importance of meeting LIVE and so much more in this impactful episode.


Mar 22, 202322:40
Season 4 Fintech Hunting Podcast #162 with the amazing Dalila Ramos Founder Love & Tacos Media

Season 4 Fintech Hunting Podcast #162 with the amazing Dalila Ramos Founder Love & Tacos Media

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast.  We have an amazing guest for you today.  She is a Host of Taco Tuesdays, a Diversity & Inclusion Evangelist, and a brand ambassador for companies within financial services. She is passionate about helping people and companies tell their stories.  Please help me welcome Dalila Ramos.

Dalila, welcome back to the show.

·  Let’s start with your key takeaways from the ICE Experience Conference.

· The Importance of brand visibility in today's mortgage market.

-Why cutting back on marketing is not the answer.

·  The power of connection and networking, both digitally and in-person and so much more.  

Mar 15, 202323:50
Season 4 Fintech Hunting Podcast #161 with the amazing Keri Rogers, SVP, Strategic Planning, Lennar Mortgage.

Season 4 Fintech Hunting Podcast #161 with the amazing Keri Rogers, SVP, Strategic Planning, Lennar Mortgage.

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast.  We have a special guest for you today.  She is an industry powerhouse, a thought leader, an expert in origination and production operations, and a technology evangelist.  Please help me welcome Keri Rogers, SVP, Strategic Planning, Lennar Mortgage.

·  Welcome to the show!

·  Keri, for our listeners who don’t know, tells us about your background and how you got into the mortgage industry.

·  Current market conditions: according to the MBA, the cost to originate a loan is over 11,000, lenders are focused on cost reductions, streamlining the manufacturing of loans, etc. what are you seeing?

·  Where should lenders be focusing their attention?

·  How can technology address these market conditions?

·  Let’s talk about how digital workforce solutions can assist lenders in these challenging times and position them for success when the market turns.

·  Talk to me about the use of BOT and AI.

·  How has Silverwork Solutions addressed these challenges and provided a significant uplift to Lennar? and so much more.

Mar 08, 202323:05
Season 4 Fintech Hunting Podcast #160 with WFG National Title Insurance Company Founder & Executive Chairman Patrick Stone

Season 4 Fintech Hunting Podcast #160 with WFG National Title Insurance Company Founder & Executive Chairman Patrick Stone

Don't miss this powerful episode with WFG National Title Insurance Company Founder & Executive Chairman Patrick Stone as we discuss:

🎙current market conditions, 

🎙strong demand for home ownership, 

🎙creating efficiencies within the mortgage process, 

🎙the power of collaboration, 

🎙single source of information, 

🎙automated status notifications, 

🎙APIs, 

🎙customer experience, 

🎙dynamic WFG whiteboard sessions and so much more.



Feb 22, 202316:08
Fintech Hunting Podcast season 4 Episode #159 with the amazing Raquel Borras Regional Branding & Marketing Manager at New American Funding

Fintech Hunting Podcast season 4 Episode #159 with the amazing Raquel Borras Regional Branding & Marketing Manager at New American Funding

Ladies & gentleman welcome to a new episode of the Fitnech Hunting podcast.  We have an amazing guest for you today, she is the 👑Queen of Goofiness 🦁Bodacious Brand Strategist 🐙Marketing Manager 🎙Host of Women That Shred Show ⛵️Creator at Raq The Boat Show and dear friend.

Please help me welcome back to the show Raquel Borras Regional Branding & Marketing Manager  at New American Funding

·  How digital can enhance in-person meetings

·  What were some of your key take aways from IMB?

·  Let’s talk about the importance of building relationships online and what it does when you get to meet in person

·  What do you think holds people back from posting, doing videos and building those relationships?

·  Three best tips for getting started? and so much more.

Feb 15, 202327:12
Season 4 Fintech Hunting Podcast #158 with Lee Gillispie, Channel Partner Executive,Innovation Refunds.
Feb 08, 202319:12