Housing Wire

SEPTEMBER 2, 2021

While new technologies have a reputation for breaking the bank, the average lender only budgets less than 10% of their overall operations costs for technology. Without loan officer adoption, that spend becomes frivolous, making a lender’s decisions on which technologies to include in the tech stack extremely important.

Technology 450

Technology Loan Officers Mortgage Investing 450

Housing Wire

MAY 8, 2024

Because of an apparent error made by staff at ICE Mortgage Technology ‘s Surefire customer relationship management (CRM) platform, more than 600,000 emails and texts were sent without permission to real estate agents, business partners and past clients of loan officers around the country.

Clients 338

Clients Real Estate Agent Technology Loan Officers 338

Housing Wire

FEBRUARY 20, 2024

Today, a mortgage lender must have scalability in its operation, an ability to pivot quickly to meet changing market conditions and client needs, a well-designed technology stack and, above all, a keen sense of what its customers and the marketplace truly want from them.

Loan Officers 406

Loan Officers Technology Lending Tools 406

Housing Wire

DECEMBER 6, 2023

The partnership will boost loan officers ’ capacity to deliver personalized, efficient and tech-powered solutions directly to their clients and agents. Meanwhile, LoanPASS’s flagship products and pricing engine (PPE) automates product and pricing decision-making for all loan products.

Loan Officers 424

Loan Officers Tools Clients Technology 424

Housing Wire

SEPTEMBER 15, 2020

In this low interest rate environment, lenders are staying busy with high volumes and new clients. Ernie Graham: Once you’ve closed a transaction, there’s this natural halo effect you have with the client that means that they think well of you – until they forget about you. EG: You create balance by focusing on quality.

Clients 468

Clients Loan Officers Advertising Business 468

Housing Wire

MAY 7, 2024

Mortgage capital markets tech firm Polly announced on Tuesday that it has launched “Polly/AI,” which integrates artificial intelligence (AI) technology into the newest version of its product and pricing engine (PPE) and includes a “co-pilot” for loan officers that will “process, interpret, and recommend a range of outcome-driven results.”

Loan Officers 354

Loan Officers Design Mortgage Technology 354

Housing Wire

MARCH 4, 2024

Guideline Buddy’s chatbot leverages generative AI technology to simplify the loan qualification process by providing swift and accurate information, freeing professionals from the time-consuming burden of sifting through extensive documentation, the firm said.

Loan Officers 402

Loan Officers Tools Design Technology 402

Housing Wire

SEPTEMBER 11, 2023

The lender has about 80 loan officers and aims to hire up to 100 in states. Capturing leads with tech Another priority for the lender is procuring leads through its proprietary technology. Cliffco’s proprietary CRM platform enables loan officers to break away from being heavily dependent on real estate agents for referrals.

Loan Officers 404

Loan Officers Agents Retail Technology 404

Housing Wire

APRIL 1, 2024

Today’s unique market requires flexibility and a pricing engine that empowers lenders and their loan officers to put the right loan products in front of borrowers. HousingWire spoke with Parvesh Sahi, chief revenue officer of Polly , about the importance of having the right PPE and strategic pillars that facilitate LO success.

Loan Officers 406

Loan Officers Technology Tools Marketing 406

Housing Wire

FEBRUARY 28, 2024

Newrez loan officers, in return, will benefit from predictive analytics that allow them to better manage customers along their home purchase journey, the lender said. More than 15,000 real estate agents — including those with Coldwell Banker , Compass and Keller Williams Realty — are registered with the Newzip network.

Real Estate Agent 427

Real Estate Agent Real Estate Agents Loan Officers 427

Housing Wire

FEBRUARY 16, 2024

Braheem, former co-founder of Loan Toolbox — an online resource for training, tools, support and coaching — launched The Loan Atlas, a mortgage coaching platform, earlier this year with mortgage executives and top loan officers joining as faculty members.

Mortgage 413

Mortgage Marketing Loan Officers Training 413

Housing Wire

OCTOBER 31, 2022

Her role will focus on technology to drive the company’s growth. Michael Brennan, president of Movement, said Waggoner can empower loan officers with the tools they “need to win.”. “She has a proven track record of leading sales-centric technology teams and delivering with speed to market,” he added.

Loan Officers 356

Loan Officers Mortgage Technology Tools 356

Housing Wire

MARCH 30, 2021

It’s no secret credit scores can hinder a potential borrower’s ability to qualify for the best loan program, which can ultimately lead to poor borrower satisfaction. Borrowers don’t always know or understand how their credit or debt-to-income ratio (DTI) impacts the type of loan they can qualify for. CreditXpert’s Xpert Credit Process.

Loan Officers 468

Loan Officers Clients Tools Technology 468

Housing Wire

MARCH 31, 2023

The goal of the new BPD AI Assistant is to improve customer satisfaction, lead generation, and operational efficiency for Big Purple Dot’s clients using AI-powered technology , the company said. The official release date is set for April 30.

Real Estate Agent 376

Real Estate Agent Clients Real Estate Loan Officers 376

Housing Wire

FEBRUARY 7, 2023

The lender originated approximately $309 million in mortgages in 2022, according to data from mortgage technology platform Modex. The company has 39 active loan officers across its retail branches, according to Modex data. The distributed retailer’s volume slipped to $2.7 billion in the fourth quarter of 2022 from $4.4

Retail 397

Retail Mortgage Loan Officers Technology 397

Housing Wire

MARCH 14, 2024

These include the integration of forward mortgage professionals into the reverse mortgage business, how the Home Equity Conversion Mortgage (HECM) limit for 2024 could end up impacting the industry, and the openness of both clients and referral partners to reverse mortgage conversations.

Mortgage 384

Mortgage Clients Loan Officers Tools 384

Housing Wire

SEPTEMBER 27, 2023

Maxwell , a Wells Fargo -backed mortgage fintech, announced Wednesday that it has struck a deal to acquire the digital lending platform Revvin ( formerly known as MortgageHippo ) to enhance its point-of-sale technology. The financial terms of the transaction have not been disclosed.

Lending 424

Lending Technology Loan Officers Clients 424

Housing Wire

APRIL 1, 2024

“To my knowledge, we are the only ones who set this up as a traditional wholesale channel, which makes it easier for these third parties to add it as a product in the suite that they already have access to — all of their agency loans, government loans, jumbo, non-QM, construction. This is just one more arrow in their quiver.”

Loan Officers 400

Loan Officers Clients Mortgage Construction 400

Housing Wire

FEBRUARY 16, 2024

We recognize that loan officers have a choice, and when they choose to join a company on their own, it just seems to work better. We want to retain customers for our loan officers for life, so we don’t sell the loans we fund or the servicing rights. RA: We have always done really well growing organically.

Loan Officers 423

Loan Officers Retail Clients Real Estate Agent 423

Housing Wire

DECEMBER 21, 2021

If you take the temperature of how loan officers are feeling ahead of the holiday season, the scale would likely read “uneasy.” According to Fahad Janvekar, a loan officer at Fairway Independent Mortgage , “there is definitely some concern” about layoffs in the industry.

Loan Officers 468

Loan Officers Retail Business Mortgage 468

Housing Wire

JUNE 5, 2023

Now, they are sitting at 22% and climbing, because they offer the most loan options to borrowers. DS: The growth of the channel has been significant, especially in terms of technology. UWM is focused and committed to building custom technology specifically for independent mortgage brokers. And those tools are just the start.

Mortgage 357

Mortgage Retail Lending Loan Officers 357

Housing Wire

APRIL 3, 2023

With proactive engagement and intuitive technologies , our customizable subservicing solutions are uniquely designed to eliminate common pain points for homeowners, such as unreliable service, confusing escrow changes, and lack of clear and timely information regarding their mortgage.”

Loan Officers 356

Loan Officers Clients Design Lending 356

Housing Wire

OCTOBER 5, 2022

The dataset reveals loan origination activities by product, loan amount, loan officer and competitor, the company said. In a statement, Todd Teta, ATTOM’s chief product and technology officer, said the company’s aim is to innovate and increase transparency in the real estate industry.

Property Taxes 355

Property Taxes Loan Officers Real Estate Clients 355

Housing Wire

JUNE 30, 2022

Intuitive technologies developed and built by experts in both mortgages and technology can drive efficiency, reliability and profitability when paired with exceptional customer service. At UWM, we’re always looking for ways our brokers can grow their business,” said Justin Glass, Senior Vice President and Chief Digital Officer at UWM.

Mortgage 308

Mortgage Real Estate Agent Clients Tools 308

Housing Wire

AUGUST 1, 2023

The Detroit-based lender’s unmatched combination of name recognition, digital infrastructure and consumer technology enabled it to originate more than $670 billion in mortgages in 2020 and 2021, smashing records in the process. Its parent Rocket Companies rode the wave to a stunning $9.4 billion in profit in 2020 and $6.1 billion in 2021.

Loan Officers 360

Loan Officers Retail Real Estate Agent Real Estate 360

Housing Wire

NOVEMBER 1, 2021

. “Financial institutions can now combine those relationships they’ve already established, while leveraging Rocket Mortgage’s transformational platform powered by Rocket technology.” ” There are nearly 5,000 FDIC-insured banks and more than 5,000 credit unions in the U.S.

Mortgage 413

Mortgage Loan Officers Lending Technology 413

Housing Wire

JUNE 1, 2023

Founded in 1993 by Bill and Michael Giambrone, Platinum has 22 branches and 79 active loan officers, according to the mortgage tech platform Modex. According to Gross, the move to the new company brings “access to improved pricing, technology and marketing to Platinum’s branches.” “In million in cash.

Retail 418

Retail Mortgage Lending Renovations 418

Housing Wire

SEPTEMBER 8, 2022

People who invest in technology often ask the question: is this a “nice to have,” or a “need to have?” Few have the resources to invest in technologies they don’t need. What’s the worst that can happen if we don’t invest in this technology?”. Mike is an experienced mortgage loan officer. Not anymore.

Business 447

Business Marketing Technology Tools 447

Housing Wire

APRIL 27, 2023

“Brian has a passion for developing and optimizing technologies to provide the best user experience, and we are incredibly confident in his ability to craft a best-in-class platform that not only makes an impact for MMI clients but the mortgage industry as a whole,” said Teerlink.

Development 312

Development Real Estate Agent Real Estate Loan Officers 312

Housing Wire

JUNE 30, 2021

At UWM we focus on our client service, operational efficiency and speed to close loans. With this unwavering focus, we help brokers close loans fast, get referrals and grow their business,” Chief Operating Officer Melinda Wilner said.

Tools 321

Tools Training Technology Clients 321

Housing Wire

OCTOBER 22, 2021

There are many more moving pieces and loan originators spend a great deal of time communicating with clients and their real estate agents. Rocket Pro TPO helps accelerate the entire mortgage process with underwriting speed and by offering brokers’ clients the information they need in a concise and clear format. .

Tools 376

Tools Clients Technology Real Estate Agent 376

Housing Wire

AUGUST 31, 2022

Lenders and applicants alike rely on powerful tools and technology that increase transparency and create ease, speed and convenience. The company’s predictive analytics platform not only provides lenders with the benefit of intuitive technology, it also helps more applicants qualify for mortgages.

Mortgage 326

Mortgage Clients Loan Officers Finance 326

Housing Wire

MARCH 15, 2024

Over time, people can learn both products, especially with the use of technology,” he explained. He wants the industry to know that the company will be looking to go where older clients feel they need to, which includes a broader product mix than strictly reverse mortgages. And that’s a very big difference.”

Loan Officers 396

Loan Officers Business Mortgage Clients 396

Housing Wire

OCTOBER 27, 2022

But according to Shant Banosian, Guaranteed Rate’s top-ranked loan officer, now is the time for LOs to show up and work hard. “In According to Banosian, mortgage companies should be looking at three different client classes: your employees, your partners (“everybody that feeds your company”) and the actual end user.

Loan Officers 394

Loan Officers Clients Mortgage Marketing 394

Inman

FEBRUARY 20, 2024

Integration of Jungo's CRM solution with Homebot lets mortgage loan officers share real-time data and insights into market trends, interest rates and property values with prospective clients.

Loan Officers 148

Loan Officers Mortgage Clients Marketing 148

Housing Wire

APRIL 3, 2024

The plaintiffs claim they hired independent mortgage brokers, believing the wholesale channel was the best option for getting affordable mortgages because these professionals can shop around — a different model from loan officers employed by retail lenders. “As Your technology has to be fantastic every day. They have options.

Loan Officers 482

Loan Officers Mortgage Business Retail 482

Housing Wire

APRIL 10, 2023

If you’re an LO, you need to offer your clients something that fits today’s narrative — making the most of the home that you’ve got, while being on-call to help when someone needs to borrow money or move. HW: What types of technology can lenders use to improve the borrower experience? This is where Milestones fits in.

Home Value 435

Home Value Technology Clients Advertising 435