Fintech Hunting

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast.  We have a wonderful guest for you today, a top performing loan officer, he helps real estate professionals market and grow their business, industry thought leader, and just an overall great guy, please help me welcome Jeff Thomas, Senior Loan Officer at Atlantic Coast Mortgage

🎙 For those of our listeners that don’t know you how did you get into the mortgage industry?

🎙What are some of the highlights and trends from 2021 in lending?

🎙What are some of the biggest challenges that loan officers face today?

🎙How important is it to build and foster realtor relationships in today’s market?

🎙What advice would you share with a potential borrower looking to get a loan?

🎙What do you expect in 2022. and so much more.  Listen now.

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 thought leader, extremely knowledgeable on the tech and innovation side of the business, an expert in creating customers for life.  Please help me welcome Calla Casanova, Product Marketing at Insellerate

On this episode we discuss:

🎙Calla's background in technology and customer experience.

🎙Her take on live events and virtual events in 2021

🎙With many experts predicting rates to increase and volumes to decline in 2022 how important is creating customers for life for Lenders?

🎙Talked to me about the Insellerate Customer for Life Program

🎙What do you see on the horizon for 2022 and so much more.

WE HELP LENDERS CLOSE MORE LOANS BY CREATING CUSTOMERS FOR LIFE.  We Bring Lenders, Borrowers And Referral Partners Together

The average borrower will get 7 to 11 loans over their life-time, but less than 15% of those borrowers go back to their original lender for their next loan. We’re here to change that.

Insellerate is a highly scalable, configurable, and modern platform that accelerates the sales process and generates repeat business. Built by mortgage professionals, the Insellerate platform has full CRM functionality with built-in Lead management and automated marketing. Lenders can improve both the borrower and loan officer experience with multi-channel communication, leveraging tools such as phone, text messaging, email, direct mail, retargeting, and customer engagement.

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, social influencer, expert in industry automation, one of the best networkers I know, and dear friend.  Please help me welcome Eric Kujala Vice President, Product Marketing at ICE Mortgage Technology

🎙As the year is winding down are were some of the key take aways for you from 2021?

🎙What are some of the key pain points that lenders are trying to address?

🎙What is on the horizon for 2022?

🎙Let’s talk about ICE Experience conference coming in March

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 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

🎙Brian welcome back to the show?

🎙Let’s start we just finished a number of LIVE industry events, what were some of your key take-aways?

🎙FinLocker recently published a whitepaper entitled- Can Technology Solve for Inclusion in the Housing Industry and Affect Equitable Wealth Building?

🎙What’s new at FinLocker, top priorities etc

🎙What do you anticipate 2022 looking like for the mortgage industry? and so much more.

Ladies & Gentlemen welcome to a new episode of the Fintech Hunting Podcast we have a very special guest for you today.  She is an industry trailblazer, thought leader, extremely well respected for all that she does for the mortgage industry (not just in California).

· In this episode we discuss: getting started in the mortgage industry.

·  Running an organization like the CMBA during a pandemic.  Explain how you handled conferences, outreach etc..  What role technology played in allowing you to go virtual?

·  The return of LIVE conferences?

·  Mortgage Innovators and why she chose to make it a community rather than just a conference?

·  What President’s Counsel is?

·  What’s in store for the CMBA in 2022?

·  How can people get more information about all of the great things that the CMBA is doing to add value to the mortgage industry and so much more.

Please help me welcome the amazing Susan Milazzo CEO at California Mortgage Bankers Association.  

Ladies and gentlemen welcome to a new episode of the Fintech Hunting Podcast.  We have an amazing guest for you today, he is an industry thought leader, he specializes in executive strategy and business operations, is a tech visionary, and just an overall good guy.  In this episode we discuss:

Background in mortgage industry & financial services

🎙 How he got into the mortgage industry?

🎙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?

🎙Tech trends/ biggest opportunities to improve mortgage process

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

🎙Tell us about optifunder.

🎙MBA Annual and so much more with the incredible Brian Abbott COO at OptiFunder.

OptiFunder is a Fully-Integrated and Automated Warehouse Management Platform for mortgage originators. OptiFunder was created to optimize where originators should fund every loan. It has since evolved to a fully integrated and automated Warehouse Management Platform. You best-ex your loan sales, now you can best-ex your warehouse funding. Until now, the funding process for independent mortgage originators has been a forgotten part of the origination process. OptiFunder revolutionizes the way originators fund loans to achieve the absolute lowest cost of funds.

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.