Fintech Fridays with Brian Vieaux

Summary

In this episode, Brian Vieaux interviews Al Pitzner, the managing director and co-founder of Conforma Compliance Group.

They discuss the importance of compliance consulting in the fintech industry and the need for expert resources in a challenging business environment.

Al shares his journey to founding Conforma and the different engagement dynamic as a consultant partner.

They also explore the top compliance issues in the industry, including fair lending and state enforcement.

The conversation highlights the role of compliance in evaluating and implementing technology, with a focus on social media monitoring and consumer-facing tools.

The episode concludes with information on how to contact Conforma Compliance Group.

Takeaways

• Compliance consulting is crucial in the fintech industry, especially in a challenging business environment.
• Engaging with compliance consultants provides access to expert resources and a different perspective on compliance issues.
• Top compliance issues include fair lending and state enforcement, which require attention and proactive measures.
• Compliance plays a significant role in evaluating and implementing technology, particularly in areas such as social media monitoring and consumer-facing tools.

Chapters

00:00 Introduction and Background

02:26 The Need for Compliance Consulting

03:03 The Journey to Conforma Compliance Group

04:05 The Different Engagement Dynamic as a Consultant

05:10 Top Issues in Compliance Today

08:22 Challenges and Trends in Compliance

09:23 State Enforcement as a Major Risk

10:05 Engagement with New Companies in the Industry

11:21 The Role of Compliance in Technology Evaluation

12:41 Compliance Considerations for Technology Implementation

15:22 The Importance of Social Media Monitoring

19:59 Insights from Evaluating FinLocker

23:01 The Intersection of Tech and Compliance

25:10 Contacting Conforma Compliance Group

26:00Conclusion

Summary

Snap is a data and workflow company focused on re-engineering commodity products in the mortgage space.

Their core focus is on driving costs down and delivering savings to end users. They started with the flood product and have plans to expand into fraud tools and loan analytics.

Their target customers are mortgage companies, and they aim to reduce costs for lenders through their efficient data stack and automation.

Snap's strategy is to disrupt the status quo and offer better alternatives at a better price. They can be contacted through their website or via email.

Takeaways

• Snap is focused on re-engineering commodity products in the mortgage space to drive costs down and deliver savings to end users.
• Their initial focus is on the flood product, but they have plans to expand into fraud tools and loan analytics.
• Snap's target customers are mortgage companies, and they aim to reduce costs for lenders through their efficient data stack and automation.
• Their strategy is to disrupt the status quo and offer better alternatives at a better price.

Chapters

00:00 Introduction and Overview

00:55 Snap's Core Focus: Re-engineering Commodity Products

04:09 Integration with Encompass

05:35 Future Markets: Fraud and Loan Analytics

06:47 Target Customers: Mortgage Companies

07:06 Cost Reduction for Lenders

09:43 Snap's Approach: Innovation and Disruption

11:09 Opportunity to Reduce Costs in Mortgage.

12:08 Contact Information

12:49 Closing Remarks

Summary Brandon Spriggs, co-founder of SurveyLoop, joins Brian Vieaux on FinTech Fridays to discuss the importance of online reputation and the power of customer feedback. SurveyLoop is an easy-to-use platform that allows businesses to collect real-time feedback and leverage it for marketing purposes. The conversation covers the implementation process, the benefits of collecting feedback beyond the post-close stage, and the role of social proof in building trust. The episode concludes with takeaways on how businesses can use SurveyLoop to improve their online reputation and customer experience. Chapters 00:00 Introduction to SurveyLoop and Brandon Spriggs 03:23 The Importance of Online Reputation 04:20 Overview of SurveyLoop 07:21 Ease of Use and Implementation 09:42 Benefits of Real-Time Feedback 11:11 Expanding Survey Usage Beyond Post-Close 13:57 Leveraging Customer Feedback for Marketing 15:19 The Power of Social Proof 20:01 Conclusion and Takeaways

Summary Ryan Sandler, the founder and CEO of TrueWork, discusses the lack of transparency and privacy in sharing personal financial data, particularly in income verification.

He shares his aha moment when he discovered the extent of data sharing and the need for a solution.

TrueWork's platform enables secure access to employment income data, providing a seamless experience for both lenders and consumers.

Sandler explains the waterfall process of income verification and the importance of automation in streamlining the process.

He also discusses the company's near-term roadmap, including expansion into other verticals, and their future plans of bringing other data assets onto the platform. Takeaways The lack of transparency and privacy in sharing personal financial data is a significant problem in income verification.

TrueWork's platform enables secure access to employment income data, streamlining the verification process for lenders and providing a seamless experience for consumers.

Automation plays a crucial role in speeding up income verification and reducing the time and effort required from both lenders and consumers.

TrueWork has plans to expand into other verticals, such as tenant screening, auto lending, personal lending, background checks, insurance, and government agencies. Chapters 00:00 Introduction 00:45 The Problem of Transparency and Privacy in Sharing Personal Financial Data 05:19 Enabling Secure Access to Employment Income Data 07:20 The Consumer Experience on the TrueWork Platform 09:13 The Waterfall Process of Income Verification 11:28 The Importance of Automation in Income Verification 15:40 Near-Term Roadmap: Expanding to Other Verticals 19:24 Closing Remarks

Summary

In this episode of FinTech Fridays, Brian Vieaux interviews Dawar Alimi, founder and CEO of LenderPrice. They discuss the background of LenderPrice and how it came to be, including the involvement of investor Kevin Costner.

They also talk about the target clients of LenderPrice and the future of mortgage technology. The episode ends with a teaser about an upcoming award announcement from LenderPrice.

Takeaways

• LenderPrice was founded by Dwar Alimi, who has a software engineering background and a passion for the mortgage industry.
• LenderPrice has secured investments from strategic partners, including Kevin Costner and Glenn Stearns.
• The target clients of LenderPrice range from large institutions to independent mortgage brokers.
• The future of mortgage technology holds promise for faster and more efficient loan origination, but regulatory challenges remain.

Chapters

00:00 Introduction and Background

02:14 Starting LenderPrice

04:10 Investors and Partnerships

06:26 Building the Product

09:12 Target Clients

11:54 The Future of Mortgage Technology

18:24 Upcoming Announcements

20:15 Closing Remarks

Summary In this episode, Brian Vieaux interviews Katherine Campbell about the evolving market, consumer, and technology in the mortgage industry. They also discuss Katherine's new venture, Leopard Job, which focuses on the concept of fractional work. They explore the benefits of fractional work for both employers and employees, and the need to rethink traditional work structures and responsibilities. They also touch on the impact of COVID-19 on the workforce and the importance of managing change in the workplace. The conversation concludes with a discussion on the new generation and the changing work culture. Takeaways The mortgage industry is experiencing rapid changes due to evolving technology and the emergence of a new generation of consumers. Fractional work, where individuals work for multiple companies or take on multiple roles, offers flexibility and diverse income streams. Employers can benefit from fractional work by accessing highly experienced professionals without the need for full-time positions. The COVID-19 pandemic has accelerated the adoption of remote work and digital capabilities in the mortgage industry. The new generation of workers values collaboration, flexibility, and work-life balance, and companies need to adapt to these changing expectations. Chapters 00:00 Introduction and Collaboration on Book 01:04 The Evolving Market, Consumer, and Technology 02:08 Introduction to Leopard Job 03:32 The Concept of Fractional Work 06:05 Benefits of Fractional Work for Employers 08:00 Rethinking Work and Roles 10:45 Responsibility and Kindness in the Workplace 13:05 The Impact of COVID-19 on Work 15:14 Mortgage Industry's Delayed Adoption of Technology 17:48 Managing Change in the Workforce 20:17 The New Generation and Work Culture 22:28 Closing Remarks and Future Collaboration

Summary

In this episode of FinTech Fridays, Brian Vieaux interviews Jeremy Potter, of TitleLook, a company that aims to disrupt and improve the title process in the mortgage industry. They discuss the challenges with data in the mortgage industry and how TitleLook is making title data accessible and standardized.

They also explore the next evolution of title data and how it can change the relationship between players in the industry. Additionally, they discuss the concept of creating a 'Carfax' for houses and the importance of educating consumers and loan officers about the title process.

The episode concludes with a focus on collaboration and pushing for efficiency in the industry.

Takeaways

• Title Look aims to disrupt and improve the title process in the mortgage industry by making title data accessible and standardized.
• The next evolution of title data involves changing the relationship between players in the industry and reordering the operational path.
• Creating a 'Carfax' for houses can provide transparency and information about properties during the transfer process.
• Loan officers should be prepared for the digitization of title data and educate themselves and consumers about the options and savings available.
• Collaboration and pushing for efficiency are key in improving the title process and the overall consumer experience.

Chapters

00:00 Introduction and Background

01:03 The Problem with Data in the Mortgage Industry

03:01 Making Title Data Accessible

04:20 The Next Evolution of Title Data

05:35 Changing the Relationship Between Players

08:00 Reordering the Operational Path

11:14 Creating a 'Carfax' for Houses

15:39 Preparing for the Digitization of Title Data

18:09 Educating Consumers and Loan Officers

19:48 Collaboration and Pushing for Efficiency

20:23 Conclusion

FinTech Fridays Podcast

Episode Title: "Innovating in Mortgage Tech with David Fulford of Gateless"

Host: Brian Vieaux

Guest: David Fulford, Chief Client Officer at Gateless

Date: January 19, 2024

Duration: 25 Minutes

Episode Summary:

In this episode of FinTech Fridays, we delve into the intersection of technology and mortgage finance with David Fulford, the Chief Client Officer at Gateless. David shares his journey from Freddie Mac to the dynamic world of a fintech startup. We discuss the challenges and innovations in mortgage technology, focusing on the groundbreaking work done at Gateless.

Key Points Discussed:

David Fulford's Background:Transition from Freddie Mac to a startup environment.David's extensive experience in mortgage tech.

Introduction to Gateless:

Gateless's mission in the fintech space. The development and impact of their flagship product, Smart Underwrite.

Smart Underwrite:

The process and capabilities of Smart Underwrite. How it automates and streamlines the mortgage process. Impact on lenders, reducing processing time and costs.

Industry Challenges:

Adoption challenges in the mortgage tech space. The importance of complete automation for lenders.

Gateless's ROI and Impact:

he conservative approach to estimating ROI. Impact on risk reduction and borrower experience.

Integration with Point of Sale Systems:

The role of Gateless in enhancing point of sale interactions. Gateless’s middleware approach to seamless integration.

Future Roadmap:

Expansion plans into FHA, VA, and Jumbo loans. Enhancing self-employment capabilities.

Closing Remarks:

David's insights on the potential and future of fintech in mortgage lending.How Gateless is shaping the industry.

Summary

In this episode, Brian Vieaux interviews Rich Gagliano, CEO of Dark Matter Technologies, about the company's recent acquisition by Constellation and their flagship loan origination system, Empower. They discuss the role of artificial intelligence (AI) in the mortgage industry and how it can improve efficiency and customer experience.

They also address the fear of technology replacing human jobs and emphasize the importance of balancing AI with human interaction. Gagliano explains how Dark Matter Technologies is focused on enhancing the end consumer experience and shares their plans for incorporating avatars and generative AI capabilities.

The episode concludes with a discussion on the future of information sharing in mortgage applications and the branding of Dark Matter Technologies.

Takeaways

Dark Matter Technologies was acquired from Black Knight and is now an independent business under Constellation Software. Their flagship loan origination system, Empower, serves a wide range of lenders and is complemented by their artificial intelligence product suite, Ava.

Ava uses AI to automate data extraction and classification, as well as provide assistance to underwriters and processors.

The goal of Dark Matter Technologies is to enhance the borrower experience by making the loan origination process more efficient and seamless.

They are actively involving real consumers in the development and testing of their technology to ensure it meets their needs and preferences.

Dark Matter Technologies envisions a future where the mortgage application process becomes more about information sharing rather than information gathering.

The branding of Dark Matter Technologies reflects their mission to be the backbone of the lending industry and drive innovation and customer care.

Chapters

00:00 Introduction and Sale to Constellation

01:24 Overview of Empower and Ava Products

04:29 The Role of AI in the Mortgage Industry06:01 Balancing Human Fear and AI Efficiency

07:21 Considering the End Consumer Experience08:06 Loan Officer Digital and Point of Sale Enhancements

09:49 Using Real Consumers to Improve the Technology

12:25 The Future of Information Sharing in Mortgage Applications

15:38 The Concept and Branding of Dark Matter Technologies

18:40 The Creative Talent of the Dark Matter Team

19:01 Conclusion

Summary

In this episode of FinTech Fridays, Brian Vieaux talks with Jeff Walton, the CEO of InGenius, a data analytics platform for recruiting mortgage loan officers and prospecting for realtors. They discuss the importance of the Community Reinvestment Act (CRA) and how it is now relevant to non-depository lenders.

They also explore the business opportunities in underserved communities and the profitability of originating loans in these markets. Jeff explains how InGenius provides data on loan officers and realtors, allowing companies to personalize their recruiting and marketing efforts.

Jeff emphasizes the accuracy and credibility of their data and teases upcoming features and roadmap plans. The conversation highlights the power of actionable data in the mortgage industry.

Takeaways

• The Community Reinvestment Act (CRA) is no longer just important for banks, but also for non-depository lenders who are being scrutinized for their lending practices in underserved communities.
• There is a significant business opportunity in originating loans in underserved communities, as these loans are often more valuable on the secondary market.
• InGenius provides data analytics for recruiting mortgage loan officers and prospecting for realtors, allowing companies to personalize their recruiting and marketing efforts.
• The accuracy and credibility of data are crucial, and Ingenious uses multiple sources of data to ensure accuracy and provide granular insights.

Chapters

00:00 Introduction and Background

01:32 Overview of InGenius

03:01 Importance of Community Reinvestment Act (CRA)

05:20 Business Opportunities in Underserved Communities

07:53 Data Analytics for Recruiting Loan Officers

10:40 Data Enrichment and Personalized Messaging

13:20 Accuracy and Credibility of Data

16:37 Upcoming Features and Roadmap

19:09 Actionable Data and the Power of Data Source

20:20 Closing Remarks

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Summary In this episode, Brian Vieaux interviews Michael Neef, the CEO and founder of Pre-Approve Me app, to discuss the influence of technology on the mortgage industry. They explore the importance of consumer engagement and staying relevant in a changing landscape. Michael emphasizes the need for mortgage companies and loan officers to meet customers where they are, leveraging technology to provide value and answer their questions. They also discuss the role of technology in maintaining consumer engagement throughout the mortgage process. Overall, the conversation highlights the significance of technology in differentiating mortgage professionals and enhancing the customer experience.

Takeaways Technology plays a crucial role in influencing the mortgage industry, particularly in terms of consumer engagement and staying relevant. Mortgage companies and loan officers need to meet customers where they are by leveraging technology to provide value and answer their questions. Maintaining consumer engagement throughout the mortgage process is essential to prevent customers from being lured away by lead aggregators and competitors. The combination of mortgage professionals' relationships and personal brands with technology solutions can differentiate them in the market.

Chapters

00:00 Introduction and Background

01:50 Overview of Pre-Approve Me app

04:13 The Battle for Consumer Engagement

09:23 Staying Relevant in a Changing Landscape

13:15 The Importance of Meeting Customers Where They Are

17:23 Maintaining Consumer Engagement

19:07 The Role of Technology in the Mortgage Industry

20:20 Closing Remarks

Summary

In this episode of FinTech Fridays, Brian Vieaux interviews Amit Ghole, the founder and CEO of Inflooens. They discuss how Inflooens fits into the lender's tech stack, the challenges of implementing new technology, and the importance of relationship-based experiences in the mortgage industry.

Amit shares how Inflooens aims to reduce tech spend by consolidating systems and providing a unified infrastructure. They also explore the role of loan officers and the potential for AI to enhance their advisory capabilities.

Overall, Inflooens offers a comprehensive solution that addresses the inefficiencies and lack of transparency in the mortgage origination process.

Takeaways

• Inflooens aims to provide a unified infrastructure and consolidate systems in the lender's tech stack.
• The mortgage industry has been slow to adopt new technology and consolidate systems, leading to inefficiencies and high costs.
• Change management is a challenge when implementing new technology, but transparency and trust are key to overcoming resistance.
• Relationship-based experiences and advisory capabilities are becoming increasingly important in the mortgage industry.

Chapters

00:00 Introduction and Background

03:33 Inflooens in the Lender's Tech Stack

06:27 Replacing Legacy Systems

09:32 Reducing Tech Spend

11:57 Challenges in Implementing Influence

15:25 Overcoming Change Management

18:29 Forward-Leaning Mortgage Companies

20:37 Creating a Relationship-Based Experience

23:12 Transforming the Role of Loan Officers

24:05 Conclusion

Summary

In this episode, Brian Vieaux interviews Spencer Dusebout, the founder and CEO of Aidium, a solutions provider to the mortgage industry.

They discuss Aidium's products and philosophy of helping customers provide a best-in-class experience to their clients. Spencer shares his entrepreneurial journey and the inspiration behind starting Aidium. They also explore the importance of engaging first-time home buyers and nurturing prospective home buyers in a challenging market.

The conversation covers supporting loan advisors' lead generation strategies, balancing the needs of enterprise and loan officers, and the scalability and security of Aidium's platform. They also discuss using data to optimize sales activities and upcoming product announcements and focus areas for Aidium.

Takeaways

• Aidium is a solutions provider to the mortgage industry, focusing on helping customers provide a best-in-class experience to their clients.
• Engaging first-time home buyers and nurturing prospective home buyers is crucial in the current market.
• Aidium supports loan advisors' lead generation strategies and integrates with various platforms to streamline the process.
• The company prioritizes the needs of loan officers while also meeting the requirements of enterprises.
• Aidium's platform offers scalability and security for small teams and enterprises, providing the same level of data privacy and stability.
• Using data to optimize sales activities and improve the sales funnel is a key focus for Aidium.
• Upcoming product announcements include enhancements to reporting and coaching, data warehousing, and the integration of machine learning and artificial intelligence.

Chapters

00:00 Introduction and Overview

00:46 Aidium's Solutions for the Mortgage Industry

02:04 Spencer's Journey and the Inspiration for Aidium

04:00 The Importance of Engaging First-Time Home Buyers

05:30 Nurturing Home Buyers in a Challenging Market

08:09 Supporting Loan Advisors' Lead Generation Strategies

10:08 Balancing the Needs of Enterprise and Loan Officers

12:28 Scalability and Security for Small Teams and Enterprises

15:24 Improving Sales Funnels and Increasing Loan Volume

18:47 Using Data to Optimize Sales Activities

20:35 Upcoming Product Announcements and Focus Areas

22:44Conclusion

On today’s Fintech Fridays #podcast, Brian Vieaux is joined by Branden Cobb, a Fractional Chief Marketing Officer with MarketingExec.us. Branden shares how real estate and mortgage companies that are growing or have recently downsized can leverage the services of a fractional CMO to gain strategic perspectives on rebranding, market expansion, and demand generation without the overheads of a full-time permanent CMO.

Branden delves into actionable tactics for real estate agents and mortgage companies to amplify lead generation, adeptly capture prospects, and seamlessly convert them into clients.

Tune in to this insightful podcast hosted by BHBTV for a deep dive into #realestatemarketing, #mortgagemarketing, #demandgeneration, and fostering enduring #customersforlife. 🎧 Listen now 👉

Want to learn how to take a 10 minute video recording and get a month’s work of video content for your social media? On today’s Fintech Fridays podcast 🎙️ Brian Vieaux is joined by Ben Treadway, Head of Sales for SocialCoach, which helps mortgage loan officers automate their social media presence. They share tips for using your mortgage experience to create social videos that get attention, attract the next generation of homebuyers, build your network, and strengthen the relationships with your referral partners. Ben Treadway from Social Coach shares an ingenious strategy for mutual promotion that's perfect for loan officers and realtors alike. 🏡💼 Ben's approach is simple but incredibly effective: Grab a coffee with a realtor, have a quick conversation about their recent deals, what sets them apart, and record it on video. No need for fancy editing—just authentic, raw content! ☕🎙️ Then, post the video on your social media, tagging the realtor, their company, and using relevant hashtags. But here's the magic—also send the video to the realtor and ask them to post it on their page, tagging you and your company! 📲✨ Now you've got two people sharing a short clip that promotes the realtor, while the realtor thanks you for the chat and highlights your expertise. 🤝🏆 This collaborative approach not only creates valuable video content but also fosters a supportive network where everyone benefits from the exposure. 🌐💪 #MortgageMarketing #SocialMediaMarketing #DigitalMarketing #FirstTimeHomebuyers #FinancialEducation https://www.linkedin.com/in/bentread1992/ https://www.linkedin.com/company/socialcoachapp https://www.facebook.com/SocialCoach.IO https://www.x.com/ https://www.instagram.com/socialcoach.io/

Brian Vieaux hosted an informative episode featuring three trailblazing mortgage industry experts poised to transform your approach to mortgage marketing and homebuyer communication.

Our distinguished guests will provide actionable strategies that will elevate your business to new heights:

🔹 Michael McAllister, the visionary founder of Empower LO, a leading marketing firm in the mortgage industry. Michael will show loan officers how to leverage the power of Go HighLevel to reinvigorate your marketing and borrower communication and strengthen realtor relationships. 🔹 Geoff Zimpfer, the brilliant mind behind Mortgage Marketing Institute and former National Sales Coach at Movement Mortgage. Geoff will guide you on leveraging social media and digital marketing to build a compelling personal brand that attracts the next generation of homebuyers to your business. 🔹 Michael Kelleher, the driving force behind Adopt the Brand, is dedicated to connecting loan officers focused on driving purchase business. Michael will share his expertise in helping loan officers build a strong personal brand and leverage innovative strategies to achieve sustainable growth by attracting, nurturing and retaining homebuyers.

Hosted by FinLocker President & COO, Brian Vieaux, this podcast is a can't-miss opportunity to gain actionable strategies, tactics and inspiration from these industry titans. 🚀📈 #MortgageMarketing #Leadgeneration #LeadNurturing #BuildYourDatabase #MortgageOriginators #LoanOfficers #mortgagelenders

Want to optimize your lead management? On today’s Fintech Fridays podcast 🎙️ Brian Vieaux is joined by Scott Payne, Chief Product Officer of Shape Software. Drawing on his experience as a mortgage originator, Scott explains the benefits of the lead management platform that he developed for companies, including mortgage lenders, to efficiently manage leads they’ve obtained from multiple sources, whether they’ve been obtained organically, acquired or reactivated past customers, to improve conversion and maximize ROI. In this conversation with Scott Payne, we dive into the untapped potential of incorporating video into the loan and client nurturing process. 🏡💼 Scott highlights the importance of not just being a name on paper but a real, relatable person through video interactions. 🤝 It's about creating lasting impressions and nurturing relationships that stand the test of time. 🚀 Discover how video can transform your client relationships and set you apart in the industry. Tune in to the full podcast episode for more game-changing insights! #MortgageTechnology #MortgageMarketing #LeadGeneration #LeadManagement #LeadTracking #CRM #DigitalMarketing https://www.linkedin.com/in/sdpsolutions1/ https://www.linkedin.com/company/shape-software/ https://www.facebook.com/shapebizsoftware https://twitter.com/ShapeBizTech

Prepare for the Future of Mortgage Lending:
How changing to VantageScore 4.0, FICO 10T & Bi-Merge will benefit mortgage lenders and consumers.
This episode will help mortgage lenders and originators understand how credit risk will be assessed in the future and be prepared to explain the changes to their borrowers.
#mortgagelending #mortgage #futureofcreditscoring #fico #vantagescore #creditscoring #creditscores #riskmanagement #homelending

Brian talks with Alex Levi

On today’s Fintech Fridays podcast, Brian Vieaux talks about real estate technology with Steve Gaenzler, SVP, Products, Data & Analytics at Radian, homegenius Real Estate, which leverages data science to create opportunities for consumers, agents, lenders, investors, and other participants in the real estate process to search, evaluate and transact residential properties. Steve shares how homegenius uses AI vision technology to increase personalization for consumers and investors. Consumers and investors can interact with the technology while searching for a home with specific features to make optical decisions to find their dream home or a new property to renovate and flip. Homeowners can use the technology to identify how to smartly renovate their home for the best ROI or get a valuation of a home they’ve already renovated before applying for a refinance and HELOC. #realestatetechnology #realestatetech #mortgagetechnology #ai #realestate #realestateinvesting #homesearch #innovation https://www.linkedin.com/in/steve-gaenzler-cfa-625859b/ https://www.linkedin.com/company/radian/ https://www.linkedin.com/company/homegenius-re/ https://www.facebook.com/homegeniusre/ https://www.facebook.com/RadianHQ https://twitter.com/homegeniusre @Homegeniusre https://twitter.com/radian_US @radian_us https://www.instagram.com/homegeniusre/ @homegenius

On today’s Fintech Fridays podcast, Brian Vieaux talks about social media marketing with Greg Sher, Managing Director of NFM Lending and Co-creator of NFM’s Influencer Division. Greg shares how his team of Influencer loan officers used their personal brand to attract 65,000 people in 24 months and drive their realtor relationships by consistently posting on social media. He discusses the importance of having a strategy to turn leads into loans and nurture consumers for 6, 12, 24+ months until they are ready to buy a home.

#mortgagemarketing #financialeducation #socialmedia #socialmediamarketing #videomarketing #buildyourdatabase #finedutainment #finfluencers #firsttimehomebuyers #mortgageindustry

On today’s Fintech Fridays podcast, Brian Vieaux talks with James Duncan, Director of Marketing with Thrive Mortgage, about connecting with Gen Z and Millennial first-time homebuyers on social media. They discuss consumer behavior trends and tactics to start using your authentic brand to consistently create engaging educational content that provides value to future homebuyers.

#MortgageMarketing #FinancialEducation #SocialMedia #BuildYourDatabase

Student loan debt has become a major obstacle for many young individuals and families who dream of owning a home, with a staggering 61% of non-homeowning millennials saying that student loan repayments are delaying their ability to buy a home.As we approach the dates when student loan interest resumes (Sept 1) and payments will re-start (Oct), coupled with high mortgage rates and soaring home prices, it is evident that the impact on the mortgage and housing markets will be significant without a solution.Join Brian Vieaux on Tuesday, August 8, for an insightful discussion to explore practical solutions for assisting first-time homebuyers to reduce their student loan payments, lower their debt-to-income ratio, and increase their home buying budget with our esteemed panelists:• Catalina Kaiyoorawongs, CEO and Co-Founder of LoanSense• Scott Schang, CEO of Find My Way Home• Rodney L. Debro, Loan Officer with NEXA MortgageFurthermore, for mortgage lenders attending this session, there is an exciting opportunity to have your prospect database analyzed for free by LoanSense. Discover how many of your potential homebuyers qualify for reduced student loan payments, improved debt-to-income ratios, and an amplified home buying budget. This valuable insight can lead to higher commissions for you in just 21 days!Don't let student loan debt hold your customers back from achieving homeownership. Join us for this must-attend webinar and take the first step towards transforming student loan burdens into the power to purchase. Register today, and together, let's unlock the path to homeownership for more families.

On this special Fintech Fridays podcast, Brian Vieaux talks with Joshua Parish, Founder of VetLife, a non-profit organization that assists veterans in connecting with the benefits they have earned through their military service.

They discuss the annual VetFest, Michigan’s largest free veteran event being held on August 12, to enable active duty, retired and veteran families to enjoy a fun social day while learning about various veteran-specific resources.

#Veterans #MilitaryVeterans #VeteranBenefits #VAloans

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On today's Fintech Friday's podcast, Brian Vieaux talks mortgage marketing with Dan Smokoska, Founder of Loangendary Marketing, a new marketing agency focused 100% on the mortgage industry that developed from the success of Dan's Be Loangendary weekly newsletter for loan officers. They discuss the importance of putting yourself out there to build your personal and business brand and ways to develop your social media audience.

On today's Fintech Friday's podcast, Brian Vieaux is turning the tables on Dustin Owen, Founder of The Loan Officer Podcast.

Dustin reveals his remarkable journey, starting from his days as a loan officer, where his passion for improving the financial literacy of his clients ignited. He transformed this dedication into a popular podcast that can be viewed on YouTube, leveraging his expertise to provide loan officers with invaluable insights and inspirational guests.

Through his new venture, TLOPonline, Dustin offers coaching, scripts, marketing ideas, and sales training to empower loan officers to establish lifelong relationships with their clients. At the core of this approach lies the vital aspect of financial education, helping loan officers become trusted financial advisors throughout their clients' lives.

 #MortgageMarketing #MortgageCoaching #FinancialLiteracy #FinancialEducation

Using technology to improve profitability is a proven and well-established story in most industries, and yet in home finance the reported results are mixed. Here we will present the findings of our experience with the ability of technology to deliver positive ROI because the need has never been greater. The answers to achieving and maintaining positive ROI in mortgage fintech investments have to do with context. Failure to obtain improved profitability is rarely attributable to the technical solution itself but rather to the context in which that solution is implemented. The keys are found in identifying and agreeing on the correct purpose of the solution, in engaging the appropriate people in advising on and implementing the changes that arise from the solution, and in the position the technical solution occupies in the process of producing and servicing the mortgage loan. We offer a framework for achieving positive ROI based on the purpose, the people, and the position engaged in the mortgage technology investment.

On this week’s Fintech Fridays podcast, Brian Vieaux talks with Dale Larson, Founder & CEO of Modex, a cutting-edge mortgage data analytics marketplace focused on recruiting for mortgage lenders, banks and credit unions. They delve into the challenges mortgage lenders face when recruiting loan officers with established books of business and how leveraging Modex’s extensive data sets assists lenders to identify the most suitable loan officers to bolster production and streamline sales prospecting efforts.

On today's Fintech Fridays podcast, Brian Vieaux talks mortgage marketing with Katherine Campbell, Chief Marketing Officer with AnnieMac Home Mortgage.

They delve into the evolution of the digital mortgage application and how traditional and online mortgage marketing fueled consumer demand for a seamless experience for their entire homebuying journey.

Plus, they unlock the secrets to the winning mortgage strategy that enables loan officers to compete with big-budget lenders by combining their local expertise with a customer-first mortgage tech stack.

  #mortgagemarketing #mortgagetechnology #fintech #socialmedia #buildyourdatabase #homebuyers

On this week’s Fintech Fridays podcast, Brian Vieaux talks with Jimmy King, Co-Founder of BankingBridge, a #mortgage solution that enables #mortgagelenders, #creditunions,  #banks and #mortgagebrokers to easily add mortgage calculators and rate tables to their website to increase the opportunities to capture and convert website visitors. Jimmy shares tips for attracting quality prospects that are lower down the sales funnel to your website.

#mortgagemarketing #mortgagetechnology