Fintech Hunting

DON'T MISS this insightful and dynamic episode of the Fintech Hunting Podcast with a major announcement, in a edition to discussing where we key areas that lenders struggle with as it relates to data, technologies role, the importance of listening and telling the story to bring data to life, a and so much more with award-winning badass leader, Bi Ninja, and Digital Transformation Enthusiast, Suha Zehl, Chief Analytics Officer at EPM.

She thrives on leveraging innovation, new technologies, and business intelligence to drive digital transformation and to elevate the customers' experience - turning their dreams of owning a home into reality.  She works diligently to help acknowledge "Rising Stars" in our industry.

This is one episode that you can't afford to miss.  As Chief Lending Officer at PRMG Kevin shares his insights on GameStop and margin calls, market updates, local expertise, convergence of consumer direct & retail strategies, Fintech and exciting new technology being implemented (including specific shout-outs to leading innovators) and so much more.

Kevin is a thought leader, industry influencer, social media rock star, and tech evangelist who tirelessly shares his insights, and industry experiences to add value to the mortgage industry.  Don't miss this timely and thought provoking special episode of Fintech Hunting.

DON"T MISS this powerful and dynamic episode of the Fintech Hunting Podcast where we discuss getting into the mortgage industry, the biggest challenges facing loan officers today, how to engage with prospective borrowers, what technology is most useful to loan officers, the power of podcasts and so much more with the amazing Erin Carvelli, Mortgage Lender at Greenway Mortgage | Shore Mortgage Team | NMLS # 205141.

Erin has spent her entire career in the mortgage industry and worked at every level from processing and underwriting to originating and managing. As the lead for the Shore Mortgage Team, she was able to leverage her knowledge and experience to provide exceptional guidance and personalized service for her clients and their agents.

JUST RELEASED this insightful and dynamic episode of the Fintech Hunting Podcast where we discuss: the state of mortgage innovation, the shift to digital, how to best work with the media, gaining brand awareness and recognition and so much more with industry insider and mortgage technology evangelist Tony Garritano Chairman and Founder at PROGRESS in Lending Association.

PROGRESS in Lending Association was formed to enable industry participants to be more engaged and share ideas about how technology can further business strategy to give lenders a competitive edge and fix the mortgage industry.  Tony is an experienced Chairperson with a demonstrated history of working in the financial services industry. Strong businessdevelopment professional skilled in Journalism, Corporate Communications, Business Development, MarketingStrategy, and Social Media.

Don't miss this insightful and dynamic episode of the Fintech Hunting Podcast where we discuss: How business has changed since the pandemic, what are the biggest challenges facing our industry today, leveraging technology in the mortgage lending space, Artificial Intelligence (AI), where our industry is heading over the next three to six months and so much more with industry icon Patrick Stone Executive Chairman & Founder, Williston Financial Group.

Patrick Stone has enjoyed a lengthy career in real estate and real estate related services, including “C-level” officer positions with three public companies and as a director on two Fortune 500 Boards. His senior executive management positions included nine years as President and COO of the nation’s largest title insurance company, Chairman and Co-CEO of a software company and CEO of a real estate data and information company.

Pat has served as Vice-Chairman of Metrocities Mortgage, a 2005 top twenty mortgage lender, and as Chairman of The Stone Group, an Austin, Texas-based tenant-rep brokerage company. He has also served on the boards of Fidelity National Financial, First American Corporation, FNIS, MicroGeneral, SKLD, World Minerals, Green Street Advisors, DigitalMap, Homegain, RedVision, and Wystein Capital.

Currently, Pat serves as Executive Chairman and Founder of Williston Financial Group, as well as on the boards of Nassau Reinsurance, Transmodus, Trysting Tree Golf Club, and Inman News, who named him one of 2013’s “100 Most Influential People in Real Estate” and one of the “Top 101 Real Estate Industry Doers” in 2015. Pat received Housing Wire’s coveted Vanguard Award in 2019, Progress in Lending’s Lending Luminary Awards in 2019 and 2020, and October Research’s annual Leadership Award in 2020.

His Philanthropic involvement has included service as Chairman of the Santa Barbara Art Museum and as a Director of the Portland Art Museum. He is a past chairman of the Oregon State University Foundation, and Co-Chair of its Billion Dollar Capital Campaign.  Pat has three daughters, five grandchildren and resides in Portland, Oregon with his wife Vicki.

Breaking News on the Fintech Hunting Podcast.  Don't miss this episode of the Fintech Hunting podcast where two major industry announcements are discussed, the importance of financial education and wellness, the NextGen Homebuyers report, how the pandemic is driving home ownership, technology, transparency and so much more with two highly respected mortgage industry executives, Kristin Messerli, Founder/CEO of Cultural Outreach and Brian Vieaux, CMB, President of FinLocker.

Kristin Messerli is a national speaker and founder of Cultural Outreach, helping businesses better reach and serve next gen consumers and underserved markets. After starting her business in 2013, she has worked with over 50 companies of all sizes across the U.S. and has spoken at over 100 conferences, including the Mortgage Bankers Association, the American Bar Association, and Harvard Business School. Kristin is also the Managing Editor for Mortgage Women Magazine and sits on the MBA's Diversity and Inclusion Committee. She co-authored the MBA's Compliance Toolkit for Section 342 and is published in numerous publications on the topic of diversity and millennials in housing.

Brian shares his wealth of knowledge and experience from working on the lender side of the business and the transition to the vendor side of the business.  Don't miss his insights and expertise as he shares his years of experience in the mortgage space and the trends he is seeing in today's market.

FinLocker is a consumer-enabled financial data platform that gives lenders access to critical borrower information via a trusted 3rd party that can be used to streamline the origination and underwriting processes for mortgages and other financial products. It reduces costs, time, and risks for all participants in the loan life-cycle, while expediting the data collection, verification, and analytics processes.

With remote workforces becoming the norm, are your loan officers leveraging the phone in the most effective and efficient manner?  Listen to this insightful episode of Fintech Hunting where we discuss using data to deliver a more timely and relevant message, gain insights into call tracking of remote employees, the use of AI, call routing and so much more.  Don't miss this episode with special guest Michael Markette, President & Partner at Qortel.

Michael specializes in Call Monitoring, Analytics, Customer Recovery, Recruiting and Hiring Call Center Experts which is critical in today's environment.  He began by building a call tracking solution in the garage of his Seattle home and 'who knew' it would grow into a multi faceted call analytics business leveraging machine learning.

Don't miss this insightful and timely  episode of Fintech Hunting.

Don't Miss this dynamic episode of the Fintech Hunting Podcast where we discussed starting out as a Radio Station Mascot to marketing for record labels to the mortgage industry, Fan Engagement, the importance of creating powerful customer experiences in lending, the ABC's of creating SuperFans, the impact customer experience has a Long-term lending success and so much more with the amazing Brittany Hodak, Keynote Speaker, Forbes Contributor and SuperFan Extraordinaire.

Brittany Hodak is an international keynote speaker and award-winning business leader. Entrepreneur calls her an “expert at creating loyal fans for your brand,” and she is widely regarded as the “go-to source” on creating and retaining superfans.

DON"T MISS this powerful and insightful episode of the Fintech Hunting Podcast where we discuss the impact of mortgage industry experience when creating technology solutions, importance of lending data, the blurring of the lines between consumer direct and retail, how to engage potential borrowers, what to expect in 2021 and so much more with mortgage expert, Fintech visionary and engagement guru Josh Friend, CEO & Founder of Insellerate.

Josh Friend is Founder and CEO of Insellerate, he began his career as a loan officer and soon moved on to open six mortgage call centers. Over the past 21 years, he has grown to manage and train thousands of loan officers, processors, and marketing managers. That experience has helped him market to millions of consumers,  with that experience he has dedicated himself to building software for the mortgage industry since 2004.  With a keen eye for developing best-in-class sales processes, he leveraged automation & engagement software to build a better loan cycle. Combining the best from both a CRM and lead management system, Josh now enables lenders to achieve higher revenue goals with Insellerate’s award-winning CRM & Engagement Platform. 

For more information on Insellerate's new product DATA IE™ visit https://attendee.gotowebinar.com/register/6639453052927872523?source=Direct

DON'T MISS this insightful episode of the Fintech Hunting Podcast where we discuss the importance of data in the mortgage industry, key data points lenders should be tracking, technologies role, building relationships and so much more with award-winning badass leader, Bi & Data Ninja, and Digital Transformation Enthusiast, Suha Zehl, Chief Analytics Officer at EPM. 

She thrives on leveraging innovation, new technologies, and business intelligence to drive digital transformation and to elevate the customers' experience - turning their dreams of owning a home into reality.