Appraisal Buzz

SEPTEMBER 1, 2021

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. Q: The COVID crisis caused some big shifts for.

Client Relationships 195

Client Relationships Loan Officers Clients Technology 195

Housing Wire

MAY 8, 2024

In down markets, the best agents and the best brokerages gain market share,” Reffkin, the CEO of Compass, told investors and analysts during his firms first-quarter 2024 earnings call on Wednesday evening. “We Reffkin also sees Compass’ soon-to-launch client portal as another value add being provided to both consumers and agents.

Agents 431

Agents Brokerage Real Estate Clients 431

Housing Wire

MARCH 16, 2021

HousingWire recently sat down with Scott Happ, president of Secondary Marketing Technologies for Black Knight, to discuss the impact this has on mortgage originators and investors. HW: How does this, in turn, impact mortgage originators and investors? After months of low rates, there have recently been shocks to the bond market.

Investors 393

Investors Marketing Mortgage Technology 393

Inman

JUNE 1, 2023

For agents, sharing these programs with those who would not normally qualify for a traditional conventional loan can be a huge lead generator for their business for many years to come.

Clients 148

Clients Investors Mortgage Agents 148

Housing Wire

APRIL 23, 2024

Retirement investors can now trust that their investment advice provider is working in their best interest and helping to make unbiased decisions,” she said. Retirement investors are best protected by a uniform and protective framework.”

Investing 430

Investing Investors Design Government 430

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. It serves mortgage investors, independent mortgage banks, private lenders, banks and credit unions.

Loan Officers 433

Loan Officers Tools Clients Technology 433

Housing Wire

JANUARY 16, 2024

California-based fix-and-flip lender Anchor Loans launched a third-party originator (TPO) channel to serve mortgage brokers, banks, private and non-qualified mortgage (non-QM) lenders and other referral partners whose clients are home builders, developers and investors.

Investors 433

Investors Housing Market Finance Construction 433

Housing Wire

APRIL 16, 2024

The resources of Legacy also mesh well with Rook’s desire to offer its product to more potential clients, according to Ed Messman, co-founder and CEO of Rook Capital. HEI companies have been garnering more attention of late from larger investors, according to prior reporting by HousingWire.

Investing 424

Investing Real Estate Investors Brokerage 424

Housing Wire

APRIL 24, 2024

I look forward to collaborating with my colleagues to drive innovation, maximize productivity, and deliver exceptional service to our clients.” In February , AFR was acquired by a group of investors led by Colorado-based fund manager Proprietary Capital. Since 2014, he worked as its senior vice president.

Lending 398

Lending Investors Clients Technology 398

Housing Wire

FEBRUARY 21, 2024

This collaboration reflects our dedication to equipping NAR members with innovative solutions that cater to the evolving needs of their clients, ensuring a smooth experience for sellers and buyers alike,” said Rhonny Barragan, NAR vice president of strategic alliances in an announcement of the deal.

Home Improvement 404

Home Improvement Realtors Real Estate Agent Inspection 404

Housing Wire

NOVEMBER 17, 2022

BAMCO is the latest step toward realizing MCT’s vision of every loan being priced to every investor, supporting true best execution for sellers and a more efficient market for borrowers,” said Justin Grant, Senior Director, Head of Investor Services at MCT. There is no additional cost for MCT’s hedging clients to use BAMCO.

Investors 368

Investors Clients Sellers Buyers 368

Housing Wire

SEPTEMBER 11, 2023

Prior to this new position, she served as the chief investor and industry relations officer of Home Point Financial Corporation. Meanwhile, Greenberg was promoted to senior vice president of finance where he will oversee investor relations, financial planning, analysis, data analytics and treasury.

Investors 393

Investors Insurance Finance Government 393

Housing Wire

MARCH 27, 2023

AOT transactions involve three counterparties — a mortgage originator, a mortgage investor, and a broker dealer — and are designed to transfer loan collateral and hedge positions to a mortgage investor. All parties operating on the Agile trades database of record can enable an assignment process that the company says is “more seamless.”

Investors 433

Investors Technology Design Mortgage 433

Housing Wire

APRIL 22, 2024

Check out Wise Pelican Typically, you’d mail the just sold letter to homeowners who live around a property you just helped your client to sell. Buyer’s agents who can find their clients a home that’s not even on the market are instant heroes. Send this letter to apartment complexes and past rental clients you’ve worked with.

Real Estate 431

Real Estate Open Houses Brokerage Real Estate Agent 431

Housing Wire

NOVEMBER 15, 2022

This significant pool of clients includes self-employed, real estate investors and those with credit events. Real Estate Investors: The volume of investment properties has outpaced the purchase of primary homes throughout 2022. We have closed multiple deals at one time for the same real estate investor. Loans up to $1.5

Investors 382

Investors Real Estate Clients Investing 382

Housing Wire

FEBRUARY 22, 2024

Recent cyberattacks at mortgage companies have put the industry in alert mode, executives at top lenders, servicers, tech vendors and investors told HousingWire. Reputational risk Mortgage companies, tech vendors and investors are taking steps to protect their systems. It could disrupt the cash flow to investors, Fitch said.

Mortgage 449

Mortgage Supply Chain Investors Technology 449

Housing Wire

FEBRUARY 5, 2024

We are thrilled to have such engaged and helpful investors join us in this round, and are more confident than ever before about our path forward,” James Rogers, co-founder and CEO of RealReports, said in a statement. RealReports is a real estate platform that gathers property data , ranging from climate risk to valuation, in one place.

Real Estate Agent 424

Real Estate Agent Real Estate Valuation Modernization 424

Housing Wire

MARCH 9, 2023

LoanCare , which services loans for banks, credit unions, independent mortgage companies and portfolio investors, also renewed its contract for Black Knight’s mortgage service software MSP, which includes the system’s abilities to integrate with technologies and data, regulatory updates, and client-owned data protection.

Clients 370

Clients Investors Contracts Technology 370

Housing Wire

APRIL 11, 2024

You’re talking about many hundreds of investors with their different rules and what they’re willing to underwrite. And then we have the largest number of investors, so building that marketplace out. I spend a lot of time with the team thinking about how we can show up for our clients. 1 position forever.

Investing 424

Investing Clients Business Technology 424

Housing Wire

MARCH 15, 2024

Sara Holtz “I am energized by the opportunity to build on the company’s momentum to drive meaningful transformation for Optimal Blue’s valued clients and the borrowers they serve,” said Holtz in a prepared statement. About 68% of the top 500 mortgage lenders in the country use the company’s products, according to Optimal Blue.

Mortgage 414

Mortgage Technology Valuation Investors 414

Housing Wire

AUGUST 2, 2022

First American Financial Corporation ’s digital closing platform firm Endpoint is now offering a suite of integrated title tools specifically designed for proptech companies, investors and tech-forward real estate organizations looking for a scalable digital closing platform. Why proptech intergration is more important than ever. “The

Investors 381

Investors Real Estate Retail Clients 381

Housing Wire

FEBRUARY 23, 2024

Despite reporting a GAAP net loss of $390 million in 2023, investors seem to be sold on the company’s path towards Rocket’s “AI-fueled homeownership strategy,” a phrase repeatedly used by executives in a fourth-quarter earnings call on Thursday. Rocket’s stock price rose to $11.75 per share at market open on Friday, up from $10.98

Clients 414

Clients Investing Real Estate Agent Mortgage 414

Housing Wire

MARCH 4, 2024

Mortgage professionals will be provided with up-to-date investor and lender guidelines and timely notifications whenever changes happen. Rocket Mortgage piloted an AI virtual assistant with mortgage bankers for outbound client calls in the fourth quarter of 2023.

Loan Officers 414

Loan Officers Tools Design Technology 414

Housing Wire

APRIL 4, 2023

million in a seed round, the Miami-based cryptocurrency lending platform announced on Tuesday that it launched a product that allows investors in Bitcoin, Ethereum and USDC to use their assets to secure funding for real estate purchases. “The use case for crypto has to go beyond investment potential. Six months after raising $3.5

Mortgage 382

Mortgage Investors Retail Investing 382

McKissock

JANUARY 4, 2021

If you’re a real estate agent who caters to investor clients, you absolutely want to know the basics of executing a 1031 exchange. For one, if your clients go that route, they stand to save—and make—a good bit of money. So it certainly makes good business sense for investors. So, what is a 1031 exchange?

Clients 95

Clients Tenants Investors Real Estate 95

McKissock

SEPTEMBER 5, 2022

We also saw investors purchasing retail properties such as Watters Creek in Texas, Galleria Edina in Minnesota, and Promenade at Carolina Reserve in South Carolina. Why Private Investors Want Commercial Real Estate. Private investors are moving towards investments in the retail sector because of shifts in how consumers behave.

Retail 73

Retail Real Estate Investors Real Estate Agent 73

Housing Wire

MAY 22, 2023

Being a consultant has helped Keelin retain and grow his client base, especially in his main markets of New Jersey and Florida. Another strategy Keelin advises his team members is to have a diversified portfolio, targeting both first-time buyers and investors. They (investors) are not scared of interest rates. Keelin noted.

Loan Officers 370

Loan Officers Investors Technology Clients 370

Housing Wire

FEBRUARY 15, 2023

helping real estate professionals, investors, financial institutions, and their clients make better-informed decisions. Altos Research Altos Research is the premier resource for real-time real estate data, providing weekly market statistics, analysis and reporting for 99% of the zip codes in the U.S.,

Real Estate 382

Real Estate Design Investors Clients 382

Housing Wire

DECEMBER 15, 2021

Other investors included Golden Tree Asset Management , Raptor Group , and FJ Labs. Another 11 existing venture investors, such as White Star Capital and Kingsway Capital , followed on in the round. billion in assets from clients in 127 countries. Clients, however, will gain when Bitcoin value increases. .

Mortgage 414

Mortgage Clients Lending Investors 414

Housing Wire

JULY 21, 2023

“We have an unwavering commitment to our clients to provide the utmost client service experience,” said Wu. .” In a statement, Wu cited the strength of Compass’ technology platform, which allows agents to streamline operations, deliver detailed reporting as well as clean marketing materials.

Brokerage 369

Brokerage Legal Clients Real Estate 369

Housing Wire

JANUARY 18, 2023

There are a few investors, including Pennymac, that are in a good position to take advantage of that opportunity.”. There are a few investors, including Pennymac, that are in a good position to take advantage of that opportunity. Kim: Pennymac aggregated loans from about 770 clients across the country as of the end of 2022.

Clients 424

Clients Investors Lending Mortgage 424

Housing Wire

APRIL 1, 2024

Fintechs involved in homeownership investments have been around for nearly two decades, but it wasn’t until recently that a handful of them have been backed by big investors seeking to take the HEI product mainstream. The market, however, is expected to grow as HEI companies seek to partner with mortgage lenders and real estate brokerages.

Finance 433

Finance Investing Real Estate Agent Real Estate 433

Housing Wire

FEBRUARY 1, 2023

NTC can serve as a critical business partner, building successful lien release processes that help clients reduce costs and potentially avoid expenses, such as penalties, judgments or fines. Taking this off a client’s hands is valuable, as most clients do not have the resources or knowledge to do it effectively themselves.

Clients 382

Clients Design Business Investors 382

Appraisal Buzz

MARCH 29, 2024

Dovenmuehle Mortgage reports that Moody’s Investors Service has affirmed its servicer quality (SQ) assessment as a servicer of prime residential mortgage loans at SQ2-. Servicing Stability: Dovenmuehle’s servicing stability was average, highlighting technology investments and the provision of DMIConnect for client access.

Technology 195

Technology Clients Investing Investors 195

Housing Wire

APRIL 13, 2023

Change Wholesale is at the forefront of wholesale lending, with the widest variety of products on the market, ranging from traditional lending products to non-traditional products (Alt Doc, Investor/DSCR, Foreign National). For brokers, Change Wholesale offers marketing support to help promote their business and reach new clients.

Marketing 382

Marketing Lending Design Development 382

Housing Wire

SEPTEMBER 5, 2023

Before you plan your workshop, consider who your target clients are. Do you specialize in helping first-time buyers and sellers, or are you leaning towards working with real estate investors ? Maybe you are focusing on empty nesters looking to downsize or clients looking for vacation homes they want to rent out in the off-season.

Real Estate 414

Real Estate Sellers Buyers Clients 414

Housing Wire

JANUARY 25, 2023

The company notified its clients earlier this month that based on the S&P CoreLogic Case-Shiller US National Home Price NSA Index’s projected decline, the housing market has fallen out of favor with Goldman Sachs. Mortgage rates will also stay higher for longer than investors expected.

Housing Market 393

Housing Market Investors Clients Mortgage 393