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The Evolution of the Loan Officer With Dave Savage | October 2024 Data
Welcome to this month’s episode of the Market Advantage podcast by Optimal Blue, where we analyze mortgage lock data from October 2024 and feature an interview with Dave Savage, chief innovation officer at Trust Engine and founder of Mortgage Coach.
Key Takeaways:
- October mortgage rate lock activity: Rates rose, yet purchase lock volume showed resilience.
- “Captains of the wealth team”: Industry expert Dave Savage explains why successful loan officers are upleveling to become trusted financial advisors – what he calls captains of a borrower’s wealth team.
- Data and tech: Dave Savage and the hosts discuss the value of incorporating technology and data into the origination process, including making it available to loan officers.
Hosts: Olivia DeLancey & Brennan O'Connell
LINKS AND RESOURCES
Optimal Blue:
- Market Advantage mortgage data report | October 2024 data: https://www2.optimalblue.com/wp-content/uploads/2024/11/OB_MarketAdvantage_MortgageDataReport_Oct2024.pdf
- Subscribe to the Market Advantage mortgage data report: https://www2.optimalblue.com/market-advantage/
- Optimal Blue Summit: summit.optimalblue.com
- Follow Optimal Blue on LinkedIn: https://www.linkedin.com/company/optimal-blue/
Dave Savage:
- Dave Savage on LinkedIn: https://www.linkedin.com/in/davesavage/
- MortgageCoach YouTube: http://www.youtube.com/@mortgagecoach
- eBook – Art of Referral by Dave Savage: https://www.slideshare.net/slideshow/art-of-referrals-by-dave-savage/85720814
- Modern Mortgage IQ – Assessment: https://modernmortgageiq.com/
- TrustEngine website: mortgagecoach.com
- Facebook: https://www.facebook.com/thetrustengine
- Instagram: https://www.instagram.com/thetrustengine?igsh=MWRrcXU3ZWlmNGM5Zw==
The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Optimal Blue, LLC.
Mentioned in this episode:
Market Advantage – Newly Enhanced With New Originator and Secondary Markets Data Points
Smarter Lending Starts with Smarter Data
The newly enhanced Market Advantage report from Optimal Blue delivers unmatched insights across both origination and secondary markets, including property type, debt-to-income ratio, first-time homebuyer status, servicing rights, market rate indices, and investor count at loan sale.
📊 Get the data from the engine that powers your profitability. https://engage.optimalblue.com/market-advantage
Capture for Originators
Reengage Past Clients Without the Spreadsheet Headache
Tired of manually hunting for refinance opportunities? Capture for Originators does the heavy lifting for you. It automatically scans your closed loan portfolio and flags recapture opportunities – no spreadsheets, no manual work. Just actionable recapture opportunities delivered straight to you.
Learn more: https://www2.optimalblue.com/optimal-blue-launches-new-lead-generation-tool-for-originators or reach out to your Optimal Blue Client service representative for more information.
View all episodes
By Optimal BlueWelcome to this month’s episode of the Market Advantage podcast by Optimal Blue, where we analyze mortgage lock data from October 2024 and feature an interview with Dave Savage, chief innovation officer at Trust Engine and founder of Mortgage Coach.
Key Takeaways:
- October mortgage rate lock activity: Rates rose, yet purchase lock volume showed resilience.
- “Captains of the wealth team”: Industry expert Dave Savage explains why successful loan officers are upleveling to become trusted financial advisors – what he calls captains of a borrower’s wealth team.
- Data and tech: Dave Savage and the hosts discuss the value of incorporating technology and data into the origination process, including making it available to loan officers.
Hosts: Olivia DeLancey & Brennan O'Connell
LINKS AND RESOURCES
Optimal Blue:
- Market Advantage mortgage data report | October 2024 data: https://www2.optimalblue.com/wp-content/uploads/2024/11/OB_MarketAdvantage_MortgageDataReport_Oct2024.pdf
- Subscribe to the Market Advantage mortgage data report: https://www2.optimalblue.com/market-advantage/
- Optimal Blue Summit: summit.optimalblue.com
- Follow Optimal Blue on LinkedIn: https://www.linkedin.com/company/optimal-blue/
Dave Savage:
- Dave Savage on LinkedIn: https://www.linkedin.com/in/davesavage/
- MortgageCoach YouTube: http://www.youtube.com/@mortgagecoach
- eBook – Art of Referral by Dave Savage: https://www.slideshare.net/slideshow/art-of-referrals-by-dave-savage/85720814
- Modern Mortgage IQ – Assessment: https://modernmortgageiq.com/
- TrustEngine website: mortgagecoach.com
- Facebook: https://www.facebook.com/thetrustengine
- Instagram: https://www.instagram.com/thetrustengine?igsh=MWRrcXU3ZWlmNGM5Zw==
The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Optimal Blue, LLC.
Mentioned in this episode:
Market Advantage – Newly Enhanced With New Originator and Secondary Markets Data Points
Smarter Lending Starts with Smarter Data
The newly enhanced Market Advantage report from Optimal Blue delivers unmatched insights across both origination and secondary markets, including property type, debt-to-income ratio, first-time homebuyer status, servicing rights, market rate indices, and investor count at loan sale.
📊 Get the data from the engine that powers your profitability. https://engage.optimalblue.com/market-advantage
Capture for Originators
Reengage Past Clients Without the Spreadsheet Headache
Tired of manually hunting for refinance opportunities? Capture for Originators does the heavy lifting for you. It automatically scans your closed loan portfolio and flags recapture opportunities – no spreadsheets, no manual work. Just actionable recapture opportunities delivered straight to you.
Learn more: https://www2.optimalblue.com/optimal-blue-launches-new-lead-generation-tool-for-originators or reach out to your Optimal Blue Client service representative for more information.