Turn your record year into a record career by creating client-for-life relationships

Housing Wire

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.

Workforce Configuration to Meet Client Needs 

Appraisal Buzz

The post Workforce Configuration to Meet Client Needs appeared first on DSNews. The post Workforce Configuration to Meet Client Needs appeared first on Appraisal Buzz.


Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Agents fight misconceptions to win deals for military veteran clients

Housing Wire

First, he has his clients lender call the listing agent. There remains a belief among listing agents and their clients that the VA appraisal and closing process will be a hassle.

Deephaven Adds Andrew Spicer to Lead Correspondent Client Development

Appraisal Buzz

Non-QM residential mortgage loan provider adds 30-year veteran as its new VP of Correspondent Client Development. The post Deephaven Adds Andrew Spicer to Lead Correspondent Client Development appeared first on theMReport.com.

A financial planner on which clients benefit from reverse mortgages

Housing Wire

The financial planning community is often sought after by reverse mortgage professionals as a referral source, as planners can help provide necessary clarity to their clients who are seeking the preservation of financial assets and continuing stability.

AmeriHome puts emphasis on long-term client relationships and scalability

Housing Wire

As one of the largest correspondent investors in the country, AmeriHome is focused on being a consistent, reliable partner to its clients. We believe in being a true partner to our clients,” said John Hedlund, chief operating officer of AmeriHome.

Creating clients for life in a hot purchase market

Housing Wire

In light of that, HousingWire sat down with Peter Paglia, Chief Strategy Officer at HomeBinder, to discuss how to create a “Client for Life” in this environment. HousingWire: As the refi boom simmers down, why should lenders focus on creating clients for life?

Assignments for 4 Types of Commercial Appraisal Review Clients

Appraisal Buzz

Commercial appraisal review assignments flow from different types of clients, each with their own intended use, required scope of work, and set of concerns for the reviewer to be aware. The post Assignments for 4 Types of Commercial Appraisal Review Clients appeared first on Appraisal Buzz.

Help your broker partners with client retention by retaining servicing

Housing Wire

The post Help your broker partners with client retention by retaining servicing appeared first on HousingWire.

What role does the servicer play in creating clients for life?

Housing Wire

The post What role does the servicer play in creating clients for life? Uday Devalla, EVP, Chief Technology Officer at Sagent. Until recently, mortgage servicing was more about cash-flow math than consumer experience.

Academy Mortgage Corporation Partners With Homebot Client-For-Life Portal

Appraisal Buzz

“Homebot empowers our clients to connect with Academy’s Loan Officers about their home financing needs so they can make smart, well-timed decisions about their options,” said Jason Klaskin, SVP of Sales Support at Academy Mortgage.

Deephaven Mortgage Hires Andy Spicer as Vice President of Client Development, Correspondent

Appraisal Buzz

Andrew “Andy” Spicer recently joined non-agency lender Deephaven as vice president of client development, correspondent. The post Deephaven Mortgage Hires Andy Spicer as Vice President of Client Development, Correspondent appeared first on Appraisal Buzz.

Mortgage Cadence Clients Can Now Access Radian Title, Settlement Services

Appraisal Buzz

Through the enhanced Radian integration, Mortgage Cadence clients can now access Radian’s suite of insured and non-insured title and settlement services via Mortgage Cadence’s Collaboration Center, in addition to Radian’s mortgage insurance services. Radian Group Inc.

Client versus Intended User

Walitt Solutions

A student in my USPAP Update class recently asked me, “I know I can discuss the report with the client, but I’ve talked about the report with other intended users, too. The client is always an intended user for an appraisal or appraisal review assignment.

Sales Boomerang’s automatic borrower intelligence system works to boost its clients’ customer retention

Housing Wire

Our clients retain as high as 65% or more of their past customers. The result is that for every $1 our clients pay us, we return $20 of profit to them,” says Kutsishin. Gone are the days of calling up a past client in the vague hope they might be ready for a new loan.

Commercial Client Support Specialist

Dart Appraisal

Commercial Client Support Specialist Do you excel at providing customer support and have outstanding communication skills? We are currently seeking an experienced customer support person to join our team to provide exceptional service to a dedicated group of clients.

LBA Ware Taps Former State Bank VP Georgia Capalbo as Client Success Product Liaison

Appraisal Buzz

Former State Bank vice president Georgia Capalbo has joined LBA Ware , a provider of incentive compensation management (ICM) and business intelligence (BI) software solutions for the mortgage industry, as client success product liaison.

Juan Farias: How Technology is Helping Loan Officers Enhance Client Relationships

Appraisal Buzz

PERSON OF THE WEEK: How is technology helping LOs enhance client and partner relationships in the post-COVID landscape? The post Juan Farias: How Technology is Helping Loan Officers Enhance Client Relationships appeared first on Appraisal Buzz.

Appraisal Logistics’ client list increases

Valuation Review

Appraisal Logistics recently announced that an internal review showed the company added more than 30 new lender clients in 2021. This represents significant growth for the company during a year that challenged many in its space

Client Advocate – Troy, MI

Dart Appraisal

Client Advocate – Troy, MI Dart Appraisal is expanding and looking to hire established client professionals who enjoy managing strategic accounts for a growing company that delivers exceptional service. Our Client Advocate will be responsible for managing key clients and building relationships. In this position, the Client Advocate will administer meetings, and monthly calls, and track the wellness of each strategic account. Resolve client issues.

Porch vs. Patio: Do Your Clients Know the Difference?

Empire Appraisal Group

Porch vs. Patio: Do Your Clients Know the Difference? Article Source: Porch vs. Patio: Do Your Clients Know the Difference? The post Porch vs. Patio: Do Your Clients Know the Difference? Realtor Magazine. appeared first on Empire Appraisal Group. General

Helping brokers help their clients

Mortgagebroker News

For this principal broker, a leader's responsibility is not just directing, but also supporting

JLL launches valuation products empowering decision process for clients

Valuation Review

The company said this is a state-of-the-art client experience that delivers valuation data and risk insights. JLL’s Valuation Advisory group has combined its property valuations expertise and market insight to create its latest property intelligence and technology tool, Valorem. Read on for more details

ProTip: Collect New Client Information Using This Feature


Simplify the collection of forms, data, and signatures with our Public Forms feature The ability to process and respond to new client inquiries is critical for any business. Once saved, you can copy your form link and post it to your website, or email the form directly to a client.

6 Ideas to Help You Maintain a Client Relationship in Real Estate

CA Realty Training

It’s important to know how to set up and maintain a good foundation with your clients. Listening is fundamental in creating a good working client relationship. Many agents are not in the habit of really listening to their client. Remember to follow up with your clients.

Team lead: Clients and brokers alike benefit from the industry

Mortgagebroker News

Successfully helping clients get what they want is a win-win situation

Are you overpromising real estate closing times?

Housing Wire

This week, industry experts discuss how to navigate client and referral partner expectations and minimize closing times when factors like these begin to decelerate the buying process. Mortgage client expectations closing technology closing times Courtney Poulos Mark Canale Tawn Kelley

Reverse mortgages as an effective tax tool for clients 55+

Mortgagebroker News

As tax period approaches, it's worth revisiting the tax advantages for this client base

4 Ways to Accelerate New Client Intake with Online Forms


Streamline and simplify client intake with online forms and digital data capture Online forms eliminate common obstacles within client intake processes.

When is alt-lending the right solution for clients?

Mortgagebroker News

Being able to identify common scenarios is a key skill for brokers

Paul J. Cervone Wins 2021 Most Acquired Clients Award

Lamacchia Realty

Cervone is the winner of the 2021 Most Acquired Clients Award! Paul exceeded expectations and signed up an impressive 9 5 clients! . “It It was amazing seeing Paul begin working with almost 100 clients this year!? We are so excited to announce that Paul J.

Commercial Client Specialist

Dart Appraisal

Commercial Client Specialist The Client Specialist works closely with clients and appraisers in managing the ordering, processing, and completion of real estate appraisals, while ensuring appraisal independence and a compliant appraisal process. Assign appraisers to work orders in accordance with client requirements and Dart policies. Obtain client approval and appropriately document utilization of off–panel appraisers. Handle all client needs/requests.

10 Steps to Help Your Client Through the Home Buying Process

CA Realty Training

How does a real estate agent help their client buy a home? Your client’s pre-approval letter is your ticket. . The first qualification is that it must fit within your client’s budget. The second qualification is that it is a property that your clients might be interested in.

ProTip: Gather Client Event Information and Requests with Online Form Sharing


Seamlessly share editable digital form drafts with users outside of your GoFormz account to capture event details It’s imperative that event planners and catering companies are effective and efficient when capturing client information and organizing various simultaneous requests.

Rising rate environment: What should clients keep top of mind?

Mortgagebroker News

New buyers and homeowners alike are facing a rapidly changing borrowing landscape

People movers: Offerpad, LendingHome, Interfirst, Black, Mann & Graham, Promontory MortgagePath

Housing Wire

LendingHome OfferPad PCMA Private Client LendingThis week’s people mover announcements features another addition for Offerpad ‘s executive team, with Steve Johnson stepping into the role of chief operating officer.

Holy High Appraisal Fees, Batman! Please Warn Clients!

JMV Lending

Please Warn Clients! Economist Milton Friedman famously said, “Inflation is always and everywhere a monetary phenomenon.” meaning that it is always caused by increases in the supply of money) But, when it comes to appraisals Milton might be … wrong,** as hard as it is for me to type that.

Freddie Mac’s Cindy Waldron to speak at HousingWire Annual

Housing Wire

That why we’ve invited Cindy Waldron, vice president of research and analytics in the single-family client and community engagement division at Freddie Mac , to decipher what those numbers mean and how to help homeowners benefit from the fruits of that labor at our HousingWire Annual event on Oct.

How brokers can help clients boost savings

Mortgagebroker News

As purchase prices rise, so does the down payment - and Community Trust recognizes the importance of growing that nest egg

Living legacy: help your clients finance their higher education dreams

Mortgagebroker News

CHIP Reverse Mortgage allowed one couple to gift an early inheritance