JUST RELEASED- Fintech Hunting Podcast episode #104

We have a very special guest for you today.  He is an expert on verification solutions in financial services, has a wealth of knowledge and expertise.  In this episode we discuss 

• His background and how he got started in financial services.

• How can lenders address more financial inclusion in mortgage lending?

• How can lenders work with today’s demographic of borrowers with low, or non-existent credit scores?

• How can lenders leverage technology to stay competitive as the housing market shifts? And consumer-expectation shifts?

• In the midst of competition, pressure to compete in a larger market space, customer expectations--How can The Work Number help alleviate fatigue/burnout on lenders? And so much more. 

Please help me welcome Joel Rickman Senior Vice President Verification Services at Equifax Workforce Solutions

Equifax is a global data, analytics, and technology company. We believe knowledge drives progress. We blend unique data, analytics, and technology with a passion for serving customers globally, to create insights that power decisions to move people forward.  Headquartered in Atlanta, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe and the Asia Pacific region. It is a member of Standard & Poor's (S&P) 500® Index, and its common stock is traded on the New York Stock Exchange (NYSE) under the symbol EFX. Equifax employs approximately 11,000 employees worldwide.

Just Released-  Fintech Hunting Episode #103

Our next guest has a wealth of financial industry expertise, he is an Author, Speaker, Licensed NLP Practitioner, and Behavioral Coach.  In this episode we discuss:

Industry trends?

The importance of coaching and mentoring

Understanding the impact of COVID on the workforce

What drives user adoption

Technologies role in employee development

Talk to me about your new role with EPM.

What is on the horizon for the mortgage industry expect in 2022 and so much more.

Please help me welcome Julian Sado, EVP Learning & Development at EPM

Just Released- episode #102

We have an amazing guest for you today.  She is a community builder, expert at fostering and building industry partnerships, serves on the Women with Vision 20/20 Vision for Success Coaching Board and all around wonderful person.  In this episode we discuss

• Her background and how you go started in financial services.

• Why partnerships and collaboration so important in the mortgage industry?

• What are some of the trends that she is seeing?

• Here experience being on the Women with Vision board and how that is impacting the industry?

• Live conferences are back, many people have mixed feelings about attending conferences, I recently ran a poll on Linkedin to find out if people were planning on attending the MBA Annual in San Diego 61% yes, 34 % no and the rest undecided?  Tell about the impact that live events have?

• You are currently at an industry conference tell our listeners which one and why you are there.  Please help me welcome Heidi G. Belnay Partnership Manager at Reggora 

Founded in 2016 and based in Boston, Reggora is a VC-backed technology company that is automating the residential valuation process.   We’re working to remove the headaches from one of the most labor-intensive and time consuming components of securing a mortgage: the appraisal. Our modern, two-sided platform for mortgage lenders and appraisal vendors streamlines the entire appraisal process to shorten turn times and upgrade the experience for everyone involved. Reggora handles payment processing, appraisal scheduling, automated underwriting, appraisal delivery, status updates, and more, creating unprecedented operational efficiency.  Reggora has raised over $45M in funding and is backed by investors Spark Capital and Boston Seed Capital. We’re growing fast and always hiring driven self-starters. 

Don't miss episode #101.  We have an  incredible guest for you today,  he is a branding, PR, creative marketing expert in financial services, and community builder.  In this episode we discuss

• His background and how he got started in the mortgage industry

• Live events are now back, tell us about your experiences?  

• What are some of the challenges that today’s mortgage marketers face?

• Talk to me about the importance of building an online presence.

• Tips and tricks to better borrower engagement

• What is technology’s role for the modern mortgage marketer?

• We talk about brand and culture and so much more, help me welcome Eric Skates EVP of Marketing at First Option Mortgage.

Eric is an innovative and imaginative professional with 10+ years of experience with marketing development/strategy, organizational planning, and corporate communication. Oversee seven-figure omnichannel marketing plans including strategic digital marketing campaigns, new software integrations, marketing automation (Pardot), lead generation, social media, graphic design, blogging/vlogging, content creation, CRM campaigns, Mobile App promotions, SMS, PR, SEO efforts, web content, company culture efforts, D&I, promotional marketing and special events. Past experience includes planning and managing marketing/communication efforts within real estate and non-profits rooted in the finance, and insurance industries.

Don't Miss Episode 100 We have a very special guest for you today.  It is an incredible individual that I meet the first year I was in the mortgage business.  She is a recognized leader in business development, complex technology environments and strategic alliance management.

She has comprehensive background spanning 30 years providing organizations with business growth strategies and leadership necessary to drive revenue and ROI. She is a friend and fellow Michigander please help me welcome Kathleen Mantych, Senior Account Executive FirstClose to the Fintech Hunting Podcast where we discuss the evolution of mortgage technology, trends in the mortgage marketplace, where can lenders improve the lending process through the use of technology, upcoming MBA Annual, and so much more. 

DON'T MISS this powerful and timely episode of the Fintech Hunting Podcast where we discuss ground breaking mortgage industry research, FREE Webinar to receive research reports, understanding lead sources, importance of contact strategies, lead management, the power of data and so much more with the amazing Josh Friend, CEO Insellerate. 

Register here to receive FREE Research Reports 

https://us02web.zoom.us/webinar/register/WN_dSONPauGRoKkv048w1ci5w 

Josh is a seasoned entrepreneur whose impact on the mortgage industry at large is unmistakable from his early days to working at a mortgage company, to rising up the ranks, to running a mortgage company; he has helped thousands of people realize the dream of homeownership, has personally trained 1,000's of loan officers that are directly impacting hundreds of thousands of borrowers if not millions over his 21-year career. Josh now dedicates himself solely to helping other lenders be more successful through better borrower engagement. He is transforming the borrower and LO experience with his leading technology company Insellerate which enables lenders to achieve higher revenue goals while creating customers for life. 

In addition, Friend is viewed as a thought leader within the mortgage and technology space and has been published numerous times in leading real estate finance publications such as Housing Wire, Tomorrow's Mortgage Executive, National Mortgage News, National Mortgage Professional, and Today's Lending Insight. He is also a recognized speaker who regularly presents at national and state mortgage association conferences. He has been a featured presenter at Lead Generation World, HW ENGAGE Marketing, CMBA Innovators Conference, Rob Chrisman Market Updates, Fintech Hunting Podcast, and the Lend, Laugh, and Eat Podcast, to name a few.

Welcome to a new episode of the Fintech Hunting Podcast.  In this episode we have an incredible guest for you today, industry thought, tech visionary, mover and shaker in financial services, please help me welcome Marty Frame, President of WEST, a Williston Financial Group company.  In this episode we discuss:

🎙His Background in mortgage industry & financial services

🎙During the last few years there has been a huge industry-wide push to digitize the mortgage lending process. Where do things currently stand with this effort?

🎙Why is it so difficult to transition to a digitized mortgage process?

🎙What can be done to help move this process forward?

🎙What areas of the mortgage origination process offer the biggest opportunities for process improvement?

🎙What is WFG working on right now and how will it help real estate transaction participants?

Marty Frame, President of West, a Williston company.  Marty is the president of Williston Enterprise Solutions and Technology, in which capacity he is responsible for the company’s product strategy and business operations.  Prior to joining WEST, he enjoyed a long career as a senior executive in the real estate and mortgage services industry at Realtors Property Resource, a subsidiary of the National Association of REALTORS, Cyberhomes, a subsidiary of Fidelity National Financial and Lender Processing Services, and REALTOR.com, a subsidiary of Move, Inc.  

Welcome to a new episode of the Fintech Hunting Podcast.  In this episode we discuss what's taking place in the current mortgage market from a brokers perspective, the importance of technology, some of the biggest challenges brokers are facing, tips on building realtor relations, the importance of relationships in the mortgage business and so much more with the incredible Rich Lane, Executive Producer and Host of media show; The Broker w/Rich Lane.

Rich Lane is the Executive Producer and Host of media show; The Broker w/Rich Lane. In addition, Rich has established himself as a seasoned loan originator in the residential, commercial & private-money mortgage industry with 21+ years of experience. He frequently collaborates closely with some of the top producing real estate agents nationwide structuring loans for valued clients.

Lane offers a highly-transparent, results-oriented approach that ensures his clients maximum benefit and value in their real estate financing pursuits. His ability to facilitate transactions in this ever-changing market has earned him a growing league of satisfied clients–including: real estate agents, financial advisers, tax professionals, attorneys, top home builders, and captains of Industry–all whom which have come to trust his professionalism, integrity, efficiency, market awareness, and commitment to delivering unsurpassed customer service and results.

Welcome to a new episode of the Fintech Hunting Podcast.  In this episode we discuss current trends in the mortgage industry, what technologies role is in address these conditions, some of the biggest challenges that loan officers face, what loan officers need in a a website, how technology can add value to loan officers, brokers and lenders and so much more with special guest Rocky Foroutan, CEO LenderHomePage.

Rocky Foroutan is the Founder and Visionary behind LenderHomePage.com. He founded the company from his small home office in 2003 by building turnkey websites for mortgage brokers and loan officers. Sixteen years later, the company has grown to serve over 2,000 clients with an innovative, multi-channel digital platform that helps customers enhance borrower experience while gaining efficiencies and saving cost. Prior to LenderHomePage, Rocky spent nineteen years as a software developer, sales and marketing management in Fortune 5000 companies.

Welcome to a new episode of the Fintech Hunting Podcast.  In this episode we discuss going back to live industry events, what the mortgage industry has meant to our guest, the importance of bringing along the next generation in the mortgage industry, why staying active on social media enhances relationships even as live events increase, our faith, and so much more with the amazing Dalila Ramos, Taco expert, and VP of Diversity & Growth, EPM.

Dalila is the creator of Taco Tuesday Talks w/Dalila series. Relationship and brand builder with deep mortgage industry network. Connecting people to new opportunities and mentoring future mortgage professionals.