Lending Forward

In this episode of Lending Forward, Bill Hitchcock sits down with Bethany Neeley from Homebot to explore how their platform is transforming the way loan officers and real estate agents collaborate. Bethany shares Homebot’s unique approach to co-branding, designed to support loan officers and agents by providing valuable client insights that go beyond traditional drip campaigns. She discusses how behavioral data helps users foster client relationships and stay proactive in a tech-driven market, whether reaching first-time buyers or seasoned homeowners.

Bethany also dives into the latest Homebot updates, from enhanced affordability tools for buyers to new features in the Home Digest, aimed at keeping clients engaged with personalized data. Wrapping up, Bethany shares her personal goal of lending it forward by helping users streamline their processes, maximize efficiency, and deliver top-notch service. Don’t miss this episode if you’re ready to take client engagement to the next level with insights from a true industry innovator!

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, we sit down with Dennis Giannetti, Coach and Trainer, to explore how mortgage professionals can not only survive but thrive during different market conditions. Dennis breaks down the two key drivers in life: faith and fear, and explains how choosing to believe in your own abilities and resilience can help you stay grounded and achieve success even in difficult times.

We dive into practical strategies for overcoming the overwhelm, staying consistent with your goals, and combating the fear-driven mindset that can stifle progress. Dennis shares his personal experiences, including insights on the "Superman Complex," and offers actionable advice on how to become the hero of your own story. Whether it’s maintaining a strong mindset, taking consistent daily action, or performing acts of kindness to elevate those around you, this episode is packed with motivation and wisdom that will inspire you to keep moving forward.

Join us as we explore how to navigate the ever-changing mortgage industry and beyond with confidence, determination, and a "burn the ships" mentality.

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

On this episode of the Lending Forward, we bring you an insightful conversation with Dave Phillips, a seasoned association executive who shares his thoughts as he transitions into retirement, or as he prefers to call it, “refiring.” Dave is the current CEO of the Raleigh Regional Association of REALTORS (RRAR), and he joins host Eliza Delgado to reflect on his contributions to real estate law, community housing initiatives, and leadership development. He highlights key accomplishments such as drafting Virginia’s agency law and establishing housing foundations to support essential workers in affordable homeownership.

Dave emphasizes the importance of association involvement, especially for agents who have a direct impact on their local communities. He touches on the balance between managing growth, and how associations like the RRAR foster a sense of community through various local initiatives.

Dave is a treasure in our industry as he continues to foster future leaders and offer his wisdom to inspire meaningful leaders within associations. His next chapter is filled with purpose, joy, and an ongoing commitment to making a difference.

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, Jeff Verry and Eliza Delgado both sit in the host chair to chat with Spencer Dusebout, Founder & CEO of Aidium Mortgage CRM, and a visionary in the mortgage and real estate tech space.

Spencer delves into the challenges that real estate professionals face with fragmented technology platforms and the struggle between corporate structure and the needs of top producers. He shares his journey of building a system that helps streamline processes and makes life easier for both corporate teams and high-performing producers by offering customizable solutions.

We discuss the balancing act between entrepreneurial independence and corporate compliance, the importance of creating a consolidated tech stack, and how Spencer’s passion for solving industry-wide problems started over four years ago. This episode is packed with valuable takeaways for anyone in sales or leadership, including how to live in your strengths and find your "multiplier effect" for maximizing impact.

Additionally, Spencer opens up about the difficulties of building and managing teams, providing listeners with practical advice on setting clear expectations and aligning incentives to foster success. He also emphasizes the importance of recognizing individual strengths while finding ways to manage weaknesses effectively, leveraging the power of collaboration and technology.

Join us for a deep dive into how Spencer is lending it forward by developing cutting-edge tools for the mortgage industry and nurturing a strong team culture, all while balancing the demands of work and family life.

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, host Jeff Verry sits down with real estate powerhouse Leigh Brown, who brings decades of experience and wisdom to the conversation. Leigh shares valuable advice on thriving in today’s real estate market by deeply understanding your local area, personalizing your approach, and combating the noise around market conditions.

Leigh emphasizes the importance of staying informed, asking the right questions, and being a true advocate for your clients. She also dives into the critical issue of self-care, encouraging real estate professionals to set boundaries, prioritize their health, and maintain balance in their personal and professional lives.

As she approaches a milestone birthday, Leigh reflects on her ongoing mission to fight through the noise and continue advocating for positivity and growth in the industry.

This episode is packed with actionable insights for realtors, loan officers, and anyone looking to excel in real estate while staying true to themselves. Tune in to hear how you can master your market, advocate for change, and lend it forward!

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, host Hannah McManus sits down with Brian Vieaux to dive deep into the power of social media for loan officers, inspired by the game-changing book Rethink Everything You Know About Being a Next Generation Loan Officer.

Vieaux shares how his journey into digital branding transformed his approach to business, emphasizing the need for loan officers to become more than just transactional players in today's evolving market. The conversation also explores how tools like FinLocker are helping first-time homebuyers get financially prepared.

With plenty of actionable insights, this episode is a must-listen for professionals looking to elevate their social presence and rethink their approach to the next generation of homebuyers.

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, host Hannah McManus sits down with branding and social media expert Chelsea Peitz to explore the vibrant world of personal branding and authenticity.

Chelsea shares her journey of embracing her colorful, joyful self and explains how to identify and express your unique brand. They discuss practical tips for overcoming limiting beliefs, the value of authentic content, and how to make meaningful connections through social media.

Whether you’re a seasoned pro or just starting out, this episode offers insightful advice on crafting a brand that truly represents who you are.

Tune in to discover how to stand out in a crowded market and connect with your audience on a deeper level.

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, host Eliza Delgado welcomes Shana Morgan, a seasoned REALTOR with RE/MAX Essential in Wilmington, NC.

Shana shares her unique journey from teaching to diving into real estate, revealing how her early experiences with foreclosures shaped her career. She discusses her transition to building a successful team, her strategic use of social media, and her insights into bridging the gap between first-time homebuyers and luxury clients.

Shana also highlights her recent involvement in leadership and personal growth, emphasizing the importance of continuous learning and giving back.

Tune in for an inspiring conversation about career evolution and leadership in real estate.

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, host Hannah McManus sits down with Kristen Messerli to dive into the fascinating world of money psychology and its impact on financial behavior.

Kristen, a renowned expert in research and financial literacy, discusses the launch of her nonprofit aimed at improving financial education for millennials and Gen Z. She sheds light on her latest Money Psychology Report, which explores how personal history and psychological factors shape our financial habits.

Kristen also shares insights on how trust issues and financial anxieties affect decision-making and offers practical advice for integrating financial literacy into communities.

Tune in to discover how understanding money psychology can enhance both personal financial management and educational outreach.

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, host Hannah McManus welcomes Candace Perry from AB Insurance to delve into the current state of the insurance industry.

Candace provides a comprehensive overview of the factors driving recent increases in insurance premiums, including inflation, rising costs of materials, and natural disasters. She explains how these issues impact both homeowners and insurance carriers, and discusses the challenges of underwriting and policy renewals.

Candace also highlights the advantages of working with an independent brokerage like AB Insurance, which offers a wide range of options and personalized support. As the conversation wraps up, she shares her approach to staying focused and proactive in a rapidly changing environment.

Tune in to gain valuable knowledge on the state of insurance for our industry, and how to better serve your clients in today’s complex market.

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?