Fintech Hunting

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast.  We have a special guest for you today.  He is an industry veteran, a Fintech Tech Evangelist, and thought leader.  Please help me welcome Lee Gillispie, Channel Partner Executive, Innovation Refunds.

·  Lee let's start with your background and how you got into Financial Services and Fintech

·  Explain ERC and how it connects to our Lending and technology industry….

Who’s Eligible?

I’ve heard from some that they need to be skeptical about ERC. It's not easy since an amended return is involved the business will be scrutinized by the IRS and so much more.  To learn more about ERC go to https://www.innovationrefunds.com/.

This is one episode of the Fintech Hunting podcast that you do not want to miss. Our guest is an industry thought leader, technology evangelist, lending guru, and content creator; please help me welcome Kevin Peranio, Chief Lending Officer at PRMG, back to the show.  In this episode, we discuss a reset, spring purchase season, preparing for new market conditions, future success, first-time home buyer ages rising, going back to basics, technology, and much more.

This is one episode that you do not want to miss.  As chief lending officer at PRMG, Kevin shares his insights on growth, leadership, and technology.  Learn the importance of making real connections, in-person meetings, leveraging digital, and so much more.

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast.  We have an amazing guest for you today.  His Fintech Hunting episodes are some of the most listened to episodes ever.  He is an industry expert, a CMB, a thought leader, fellow podcaster, and evangelist for educating consumers on their financial health while creating transparency throughout the mortgage process.  Please help me welcome Brian Vieaux, CMB President & COO at FinLocker

🎙Let’s start with your outlook for the industry in 2023

🎙Challenges that lender are facing in today's mortgage market

🎙The importance for reaching borrower's earlier in the funnel

🎙Leveraging both Digital and in-person meetings to drive new business

🎙What’s new at FinLocker, top priorities etc and so much more.

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast.  We have a very special guest for you today.  He is an industry thought leader, content creator extraordinaire, author, and lending expert.  Please help me welcome Alec Hanson SVP, West Division of Loandepot

Alec Happy New Year and welcome back to the show?  Thank you for good better best video series

It is great to have you back you always provide a wealth of information and insights.

Let’s start with the current market conditions and what you are seeing?

What are some of the biggest pain points that lenders are trying to address today??

Let’s talk about the importance of LO’s putting themselves out there?

How to leverage both digital and in-person strategies?

What do you see on the horizon for 2023?

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast.  We have a very special guest for you today.  She is an industry insider, technology evangelist, and brand ambassador.  Please help me welcome Jelaire Grillo, Brand Ambassador for Prosperity Home Mortgage, LLC

In this episode, we discuss the following:

·  Jelaire's background and how she got into the mortgage industry

·  The current market conditions?

In today’s market, leveraging technology to build better relationships and capture and close every lead is more critical than ever. During the pandemic, some lenders upped their tech game, creating more automation and personalization, while others are still relying on outdated tactics and falling behind. Simply put – if you want to build lasting relationships and get more loans in the hands of your loan officers, you must adapt and implement a platform that marries intent with intelligent automation.

Discussion points:

·  The formula to drive growth and retention by leveraging technology

·  How lenders are adapting using co-marketing to win real estate relationships, customer intent for deal flow, and acting on buying signals to win deals

·  How Prosperity Home Mortgage adopted technology and onboarded some of the most marketing-adverse loan officers and so much more.

Ladies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast.  Our next guest is a repeat guest and has some of the most listened-to Fintech Hunting episodes.  He is an industry thought leader, trendsetter, Vanguard award winner, one of the most connected in the mortgage industry, technology evangelist, and automation expert, please help me welcome Josh Friend, Founder & CEO at Insellerate.

🎙Why should lenders look at new technology?

🎙One comprehensive platform for all lending channels- Retail, Consumer Direct, Wholesale, TPO, Reverse

🎙Advantages of one solution for 

🎙Importance of real estate agent outreach and how innovation is transforming that outreach

🎙Native mobile applications

🎙Power of technology to help lenders close more loans, and so much more.

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast.  We have a very special guest for you today.  She is a technology evangelist, a company founder, Mother and instrumental in delivering a great customer experience at the point of sale.  Please help me welcome back to the show Veronica Nguyen is Co-founder and Executive Vice President of BeSmartee, Inc.,

Veronica welcome to the show.

🎙Let’s start with the current market conditions?

🎙Biggest challenges you are seeing in industry

🎙What is technology’s role in helping address these challenges?

🎙What specifically is Besmartee doing?

🎙Opportunities in today’s market and so much more.

We have a very special guest for you today.  He is an industry thought leader, tech innovator, expert at goal planning, Please help me welcome Adal Bisharat, Founder / CEO GoalKloud

Welcome to the show Adal

·  Tell our listeners about your amazing background in financial services

·  What are some of the biggest challenges and opportunities you are seeing in today’s market?

·  History of GoalKloud.  Why it was developed and needed.  It is the evolution of Goal Management, management and coaching

·  What is GoalKloud and key features? 

·  How Goalkloud helps Loan Officers Achieve? and so much more.

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You don't want to miss this Fintech Hunting Episode #150 with two amazing guests Buck Collins Founder & CEO of Plus Platform and Eric Kujala VP of Product Marketing ICE Mortgage Technology

*Observations from MBA Annual

*Margin Compressions

*HELOC/Reverse Mortgages/ARM/ 3-2-1 Buy Downs

*Historical Perspective

*How to leverage technology to address today's market conditions

and so much more.