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 374

Mortgage Marketing Loan Officers Training 374

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. Blink+ is a white-label, borrower-facing digital application tool.

Tools 302

Tools Training Technology Clients 302

Housing Wire

MARCH 14, 2024

Lisa Moriello, the national retail reverse mortgage sales manager at multichannel lender loanDepot , recently spoke to RMD about how business in 2024 seemed to be off to a promising start. Diving deeper into the current reverse mortgage business environment, she offered additional perspectives on multiple topics.

Mortgage 338

Mortgage Clients Loan Officers Tools 338

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 323

Loan Officers Design Mortgage Technology 323

Housing Wire

JANUARY 23, 2024

API-centric and based on consumer data models, our platform focuses on innovation, automation, and business transformation. Product Fast Facts #1 Robust flagship LOS and mobile apps for borrowers, loan officers, correspondents, and brokers. Plus, standalone solutions for settlement agents, servicers, and document management. #2

Lending 277

Lending Architecture Loan Officers Tools 277

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 366

Loan Officers Technology Lending Tools 366

Housing Wire

SEPTEMBER 11, 2023

Cliffco Mortgage Bankers is among the rare independent mortgage banks doing more business than last year. To get there, Cliffco, which has been in business since 1987, is going after the non-qualified mortgage ( non-QM ) market and investing in tech to get in front of buyers and non-agent referral partners.

Loan Officers 373

Loan Officers Agents Retail Technology 373

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 360

Loan Officers Technology Tools Marketing 360

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 432

Loan Officers Clients Tools Technology 432

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 433

Loan Officers Retail Business Mortgage 433

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. RA: One thing that most don’t realize about NAF is that we consider ourselves a legacy family business. We are a family business, and a lot of our family works here.

Loan Officers 380

Loan Officers Retail Clients Real Estate Agent 380

Housing Wire

FEBRUARY 7, 2023

The company has 39 active loan officers across its retail branches, according to Modex data. By joining Guild, Legacy loan officers can offer additional mortgage products and specialized loan programs. The operating environment for mortgage originators remains very challenging.

Retail 382

Retail Mortgage Loan Officers Technology 382

Housing Wire

JUNE 30, 2022

“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. This program provides independent mortgage brokers in the UWM network with streamlined access to services that allow them to grow and manage their businesses more effectively.

Mortgage 296

Mortgage Real Estate Agent Clients Tools 296

Housing Wire

JUNE 5, 2023

As the top mortgage lender, we are always building, growing and improving broker tools on a daily basis. Mortgage brokers are uniting like never before and finding a true community as entrepreneurs and independent business owners with common goals. In fact, in 2022, over 20,000 loan officers joined the wholesale channel.

Mortgage 350

Mortgage Retail Lending Loan Officers 350

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 353

Tools Clients Technology Real Estate Agent 353

Housing Wire

JANUARY 17, 2024

2 However, these potential clients will also face challenges — namely market volatility, unpredictable interest rates and limited purchasing power due to increasing debt. The HECM for Purchase is not a refinancing tool; it is not akin to a Home Equity Line of Credit ( HELOC ).

Finance 427

Finance Real Estate Agent Real Estate Insurance 427

Housing Wire

JANUARY 9, 2024

“The feedback (from the Fee Freedom initiative) has been incredible from brokers because it helped them to be able to save money on a monthly basis, spend on marketing, spend on tools and things that can help them grow their business,” Fawaz said in an interview with HousingWire on Tuesday.

Loan Officers 255

Loan Officers Real Estate Agent Tools Business 255

Housing Wire

SEPTEMBER 29, 2021

Everyone here is unique, likes to show that side to our clients and wants the people who work with us to see that and view us as a friend. Brad and Fernando have created a business that makes sure their people are set up to win inside and outside their business. The last thing we want to be seen as is a stuffy broker.”.

Mortgage 341

Mortgage Tools Clients Technology 341

Housing Wire

JUNE 15, 2023

What the Ernst & Young study showed was that women who are high school and college athletes are also being coached on how to be leaders in the business world. It ensures team members understand their duties and responsibilities, helps build quality client relationships and creates a positive work environment. Perspective.

Client Relationships 345

Client Relationships Development Clients Tools 345

Housing Wire

APRIL 27, 2023

Mobility Market Intelligence (MMI), a data intelligence and market insight tool provider for the mortgage and real estate industries, has appointed Brian McKray as the director of product development. The platform offers granular insights into lenders, loan officers, and real estate agents by region or individual transactions.

Development 287

Development Real Estate Agent Real Estate Loan Officers 287

Housing Wire

NOVEMBER 23, 2022

As rates increase and housing prices correct in 2023, sellers will want to take advantage of improving their chances to do business with an excited buyer who can obtain a lower than market rate with seller participation,” Jeff Miller, vice president of Pacific Northwest at Churchill Mortgage , said.

Buyers 464

Buyers Marketing Sellers Loan Officers 464

Housing Wire

APRIL 20, 2021

When you run affiliate marketing or retargeting across various channels or websites, for example, your campaigns are likely relying on third-party tools to identify and track individual consumer behavior. The reality is that those consumers likely to do business with you have already expressed an interest. In real estate, data is king.

Real Estate 404

Real Estate Mortgage Loan Officers Advertising 404

Housing Wire

FEBRUARY 24, 2021

HousingWire recently spoke with Propertybase CEO Vance Loiselle about real estate tech and how the past year has accelerated the need for digital collaboration tools across the entire customer journey. HousingWire: What role has the increase in technology played for both businesses and consumers in the real estate space?

Real Estate Agent 284

Real Estate Agent Real Estate Agents Loan Officers 284

Housing Wire

DECEMBER 3, 2021

Lenders need to be mindful that clients don’t purchase homes often and using acronyms to describe the program, terms or process can create confusion. As the loan officer, the more information I can share with my borrower and referral partners the more valuable I become to the transaction and future referrals.

Inventory 382

Inventory Loan Officers Clients Mortgage 382

Housing Wire

FEBRUARY 11, 2022

Apart from selling produce that is popular in former Soviet countries, these stores represent a marketing opportunity for Alex Naumovych, a loan officer at Draper and Kramer Mortgage Corporation. I have my business cards everywhere because the more people that see your cards and face, the better,” Naumovych said.

Marketing 386

Marketing Real Estate Agent Loan Officers Advertising 386

Housing Wire

JUNE 24, 2021

Buyside helps real estate agents and loan officers engage homeowners with not just home value tools but also branded wealth optimization tips on their home’s equity so homeowners can now truly view their home as an asset. “According to NAR over 69% of buyers have a home to sell, so really homeowners represent the earliest buyer.

Valuation 291

Valuation Real Estate Agent Real Estate Clients 291

Housing Wire

NOVEMBER 2, 2020

With highly advanced software solutions for originations, servicing and secondary marketing, Black Knight helps its clients drive financial growth, improve customer retention, increase operational efficiency and reduce risk. Business Lines, Services and Products. Added Value to Clients. Originations. Secondary Marketing.

Lending 382

Lending Valuation Clients Tools 382

Housing Wire

APRIL 10, 2023

From our perspective, it’s time to get busy investing in relationships and playing the long game, while weathering the storm. 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.

Home Value 394

Home Value Technology Clients Advertising 394

Housing Wire

JANUARY 19, 2023

The mystery as to what happened to its loan pipeline and funding endure. million mortgage fraud settlement with the Securities and Exchange Commission to his name, seems to be back in the mortgage business. That tool canceled benefits retroactively back to May but that may have been sorted out forcefully.” (The

Mortgage 393

Mortgage Investors Legal Loan Officers 393

Housing Wire

FEBRUARY 28, 2023

It is a central objective that Polly enables the originator or loan officer to access and confidently quote highly accurate pricing throughout the mortgage loan lifecycle. We meet our customer partners at their point of need, using whatever origination system they choose, and deliver the tools they require to drive success.

Mortgage 295

Mortgage Architecture Technology Modernization 295

Housing Wire

DECEMBER 10, 2021

HousingWire: What has been the most useful tech tool for you? I could not run my business without either of them. Loan officers should be helping clients understand how borrowing for as long as possible benefits the borrower because paying back today’s mortgage with 2030, 2040, or 2050 dollars is a great deal for the borrower.

Loan Officers 346

Loan Officers Housing Market Mortgage Tools 346

Housing Wire

OCTOBER 14, 2020

This means a completely updated, white-labeled and broker-branded origination hub that is not only beneficial for loan officers, but also their clients who will experience a more streamlined process with heightened transparency. HW: How does aligning with the Rocket brand create more synergy in your marketing campaigns?

Loan Officers 297

Loan Officers Real Estate Agent Technology Clients 297

Housing Wire

SEPTEMBER 29, 2020

This sounds like great news for lenders, for whom millions of newly refi-eligible mortgages means a lot of new business coming in. To help prepare, the industry experts at TMS have compiled a list of proactive steps to take to make sure that, when refi sweets are less abundant, your business will already be nutritious.

Lending 401

Lending Loan Officers Business Investors 401

Housing Wire

DECEMBER 20, 2022

When the refi market dried up in 2022, business took a drastic turn for Thuan Nguyen, CEO of Loan Factory and the top loan originator on the Scotsman Guide for the last two years. Prior to the downturn, more than 90% of Nguyen’s business came from refinances. How is business delegated among team members?

Business 74

Business Retail Realtors Loan Officers 74

Housing Wire

MAY 6, 2022

Suddenly the lender has relevant products for homebuyers they couldn’t serve before: the self-employed, business owners and entrepreneurs of all kinds. These groups represent a growing population of credit-worthy borrowers with strong FICO scores looking to buy the same properties as those who qualify for a traditional loan.

Marketing 328

Marketing Lending Loan Officers Training 328

Housing Wire

SEPTEMBER 30, 2020

The platform automates the mortgage process, providing lending teams with simple configurations that align with their business goals and improve origination speed, efficiency and quality. Loan officers can access high-priority information via its Sales Portal interface, which includes pipeline views and outstanding conditions.

Lending 196

Lending Modernization Mortgage Technology 196

Housing Wire

MAY 9, 2024

Varun Krishna, Rocket Companies CEO, sat down with HousingWire CEO Clayton Collins at The Gathering event several weeks ago to talk about the company’s AI strategy and their new AI tool, Synopsis. Clayton Collins: You entered this business and this industry at a relatively challenging time. What’s your charge in year one as CEO?

Clients 298

Clients Technology Tools Loan Officers 298