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. When we fund your loan, I’m going to give you a homeowner portal. What seeds can I plant now that will grow in the near future?

Home Value 417

Home Value Technology Clients Advertising 417

Housing Wire

SEPTEMBER 30, 2020

Origence’s breakthroughs in automation of workplans, document processing, compliance and other time-consuming tasks help eliminate manual processes and streamline workloads. Loan officers can access high-priority information via its Sales Portal interface, which includes pipeline views and outstanding conditions.

Lending 198

Lending Modernization Mortgage Technology 198

Housing Wire

JANUARY 13, 2021

The tech will assess the completeness of the loan package when sellers upload required documents and set conditions when information is missing. Though the AIM itself is new technology, CoreLogic’s analytics abilities will automate document submission as self-employed borrowers typically have multiple sources of income.

Mortgage 289

Mortgage Sellers Technology Real Estate Agent 289

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. We’re able to close loans two and a half times faster than the industry. This interview has been edited for length and clarity.

Clients 363

Clients Technology Tools Loan Officers 363

Appraisal Buzz

JUNE 7, 2021

Depending on the client’s needs, my work includes coaching, customized training, quality assurance, continuing education, disciplinary action assistance, internal audit, and other customized projects. In 2015, I designed the Market Machine, a technological tool used by appraisers and other valuation professionals.

Training 366

Training Reconsideration of Value Valuation Clients 366

Housing Wire

MARCH 31, 2022

Overall, I think the consensus we’re hearing from clients is that the overall non-QM market is going to continue to grow in 2022. BH: There’s no question that non-QM is more difficult to originate than conforming or government loans, so many mainstream brokers and loan officers have been reluctant in the past to offer these products.

Marketing 385

Marketing Investors Technology Loan Officers 385

Housing Wire

SEPTEMBER 22, 2020

It just matters that your team is given the tools it needs to stay compliant. Is your policy documented and available to pretty much anyone who asks for it—especially on your team? Do you have qualified trainers who are constantly abreast of changes in the law? It doesn’t matter if it’s a third party or in-house personnel.

Training 388

Training Lending Loan Officers Technology 388

Housing Wire

JUNE 30, 2021

And that’s not just anecdotal—across industries, the success of referral business is well documented. To find out, I interviewed Longmont, Colorado agent Mindy Jensen on Maxwell’s Clear to Close podcast to discuss her relationship with John, the lender who transacts her clients’ loans. Advocate for updated technology and tools.

Real Estate Agent 407

Real Estate Agent Real Estate Agents Lending 407

Housing Wire

MAY 6, 2024

Largely hidden from view and misperceived by some to be on the lower end of the hierarchy of service providers, the position seemingly lacked the luster of the real estate agent or the panache of the loan officer. Is it having a happy client who will be a great reference? Is it closing on time? Is it closing on time?

Real Estate Agent 371

Real Estate Agent Real Estate Project Management Agents 371

Housing Wire

NOVEMBER 30, 2022

The solution leverages the power of innovative, integrated technologies to not only simplify the mortgage application and approval process for borrowers, but also to improve the backend process for loan officers. For clients using Empower, all data is stored in Empower and accessed using APIs.

Loan Officers 403

Loan Officers Technology Clients Design 403

Realtor

OCTOBER 16, 2023

Assuming you can get a loan instantly Many borrowers assume that in today’s instant-gratification culture, they can get a mortgage in days or even minutes. “Even the mortgage lenders with splashy apps and websites still may need a phone call, manual document collection, or other time-consuming steps,” says Zhang.

Mortgage 190

Mortgage Real Estate Agent Real Estate Buyers 190

Housing Wire

JANUARY 31, 2023

Scott Miller, a former mortgage loan originator at Sprout Mortgage , knew the clock was ticking when the non-qualified mortgage (non-QM) lender abruptly closed doors in July 2022. In turn, thousands of loan originators could soon be looking for a new lender to hang their license. But not every LO will find a new workplace.

Mortgage 395

Mortgage Loan Officers Retail Finance 395

Housing Wire

NOVEMBER 30, 2021

Lenders have come to appreciate the benefits technology can bring – but those benefits are only useful if the implementation of new tools doesn’t make the loan process more complicated. Information is routed from the borrower to the loan origination system and vice versa, with the solution providing prompt feedback.

Loan Officers 364

Loan Officers Mortgage Design Technology 364

Assurance Financial

MARCH 2, 2022

The greatest success story I have is winning over the ‘never-adopters’ of the industry, comprised of mostly the loan officers. After a few months, however, these capabilities made the loan officers the heroes. Closing documents are the last piece of the puzzle that often still require an in-person transaction.

Mortgage 36

Mortgage Loan Officers Technology Insurance 36

Housing Wire

FEBRUARY 29, 2024

Mike, a North Carolina-based loan officer, had two loans closing in mid-January. The contrast between the deals was striking. “I have a loan closing today for first-time homebuyers who didn’t really press me on pricing,” he said. Image generated by AI in MidJourney.

Loan Officers 423

Loan Officers Mortgage Lending Real Estate Agent 423

Housing Wire

AUGUST 4, 2023

Real estate professionals who listen carefully better understand their clients’ wants and needs. They won’t waste time on mismatched properties or investments beyond a client’s reach. This does not mean you should allow clients to walk all over you. Can you: Send and receive documents for electronic signatures?

Real Estate Agent 370

Real Estate Agent Real Estate Agents Clients 370

McCarthy Appraisal Blog

SEPTEMBER 4, 2018

Prepare a short list of appraisers using the search tools at the Appraisal Institute, the American Society of Appraisers and the Appraisal Subcommittee. The references should be current or previous clients, and at least one should be from the community. Follow up with the references for your selected candidate.

Real Estate 36

Real Estate Appraisal Valuation Loan Officers 36

Housing Wire

AUGUST 23, 2021

Scheduling and even to some degree the ability to scan documents without as much human attention have also been improved. Here are a few examples of typical title agency processes generally addressed by staff today, but which soon could be managed efficiently and cost-effectively by AI tools. Things like: “How long until the closing?

Loan Officers 383

Loan Officers Agents Realtors Clients 383

PennyMac

JULY 20, 2021

New agents can also often deliver high quality, personalized service as a result of having fewer clients. What percentage of your clients are buyers? What marketing tools will you use to help me? Whether you prefer phone, email, or text, look for an agent that is comfortable using the communication tools you prefer.

Real Estate Agent 69

Real Estate Agent Real Estate Agents Sellers 69

Housing Wire

SEPTEMBER 30, 2021

Lenders with the ability to adopt technology that drives efficiency and client satisfaction have a competitive advantage in today’s landscape. DocMagic delivers that technology in one seamless process provided by a single-solution suite designed to make the client experience as simple as possible. Digital adoption made easy.

Technology 348

Technology Clients Supply Chain Design 348

Listing Spark

FEBRUARY 16, 2023

She has been with the company for 12 years and enjoys helping her clients be successful. With an expert team of loan officers, Stallion Funding provides loans based on the project and experience rather than credit score. She also recommends documenting everything and getting mechanics, lean waivers, etc.

Real Estate 36

Real Estate Investing Investors Lending 36

Housing Wire

SEPTEMBER 1, 2022

A loan officer might send it through email or another technology that doesn’t necessarily integrate with the title agency’s system. The result is extra time away from clients or other tasks, not to mention the potential for error. Most of it is happening “between” technologies and systems. A buyer or seller might phone it in.

Technology 395

Technology Clients Agents Loan Officers 395

Housing Wire

SEPTEMBER 8, 2023

Loan officers dread having to email an appraisal firm for the report they’re waiting on. Title agents dread being blamed by everyone from the buyer to the seller, from the real estate agent to the lender, for that delay that falls between the signing of a sales agreement and the signing of the closing documents.

Real Estate Agent 383

Real Estate Agent Real Estate Project Management Agents 383