In this episode of Open Mic with The Mortgage List, Nate Clear Nation Sales Manager of FirstFunding joins Ginger Bell and talks about how to streamline processes and create conveniences for consumers. Nate shares how top originators are attending conferences, embracing technology and marketing their strengths like e-closings and FlexClose Funding to consumers and realtors.
Nate shares some of the hottest new technologies lenders should use that provide convenience to consumers like FirstFunding's FlexClose Funding that allows mortgage lenders to send funds outside of the federal reserve cut-off times. He details how FlexClose can also eliminate wire fraud risk, CD timing issues, and provide ease of use. The industry is always looking for effective tools and technology to provide transparency, ease of use, and convenience for consumers and FirstFunding delivers with FlexClose Funding. You'll want to listen to this episode to find out how you can offer the ability to fund your loans outside the normal fed wire cut off times.
Find out more about Nate Clear and FirstFunding at www.TheMortgageList.com
In this episode of Open Mic with The Mortgage List, Kristin Messerli of Cultural Outreach joins Ginger Bell and shares her insight into working with diverse and millennial markets. Kristin shares her advise on how to partner with organizations in your area who are already reaching diverse markets and offer to provide education. Kristin is THE leader in the millennial market and shares how to hold interactive millennial first-time home buyer events that make millennials feel at ease about asking questions, creating connections and make a plan for buying a house. She shares the importance of building trust with this market.
Kristin shares how important it is to educate on how buying a home does not mean you don't have to be mobile. She talks about how to build education regarding credit, using alternative income, where the market is to today, student loan debt and creating a plan for buying a home. You'll be taking lot's of notes during this episode.
Find out more about Kristin Messerli and Cultural Outreach at www.TheMortgageList.com
In this episode of Open Mic with The Mortgage List, industry educator, Debra Killian of Charter Oak Systems, joins Ginger Bell and shares her insight into the many opportunities in our industry today. Debra brings her experience as both an independent originator and educator to share how she utilizes education to position herself as the expert. She also shares what originators can do today to expand their knowledge as well as look for ways to educate new originators coming into the industry.
Debra talks about the importance of having options and sharing those options with borrowers and how to avoid the Fintech mindset of consumers. She also shares how to manage the gaps in the industry by creating proficiency in your business.
Find out more about Debra Killian and Charter Oak Systems at www.TheMortgageList.com
In this episode of Open Mic with The Mortgage List, industry icon Todd Duncan of High Trust Academy and Sales Mastery, joins Ginger Bell and shares his insight into how to shift your mindset from a transactional approach to a strategical approach. Todd talks about how to convert a customer to a brand loyalist and develop trust and relationships that last a lifetime! He shares the importance of combining tech and face-to-face interactions! High Trust, High Touch and High Impact! Plus, Todd shares how to use embedded commands to increase your appointments.
Todd is a New York Times Best Selling Author, Speaker, Motivator and Coach. Todd has been instrumental in helping originators throughout the world create high-trust relationships. You know you'll be in for an inspiring time with Todd and in this episode he delivers impactful information about trends that he's seeing that can help you improve your relationships, increase your sales and stay ahead of the curve!
Find out more about Todd Duncan, High Trust Academy and Sales Mastery at www.TheMortgageList.com
In this episode of Open Mic with The Mortgage List, President and Founder, Ken Perry of The Knowledge Coop, joins Ginger Bell and shares his insight into the importance of compliance management, creating interesting and engaging content and training in the mortgage industry.
Ken has been creating compliance training for over 20 years in the mortgage industry and knows how to design and deliver engaging training. You know you'll be in for an interesting time with Ken and in this episode he delivers impactful information about trends that he's seeing that can help you manage your compliance and stay ahead of the curve! Anyone who can do a rap video about compliance is someone you want to listen to!!!
Find out more about Knowledge Coop at www.TheMortgageList.com
In this episode of Open Mic with The Mortgage List, President, James Hooper of National Mortgage Services Inc., joins Ginger Bell and shares his insight into creating ease of use and leveraging technology today. James discusses how to select technology, making sure you meet compliance, ease of use and customer focus. James brings over 20 years of experience in the industry, with a primary focus on the wholesale side. His insight, especially for the modern day mortgage broker is extremely helpful.
Find out more about National Mortgage Services Inc., at www.TheMortgageList.com
In this episode of Open Mic with The Mortgage List, Troy McClain, CEO of Tovuti, joins, Ginger Bell and shares his driving force for being on the first apprentice, what keeps him in the game and how to identify opportunities, be aware of obstacles and move into action. Troy also shares what he has done to continue to look for new opportunities, what he has done to build his technology company and how to set expectations on himself and his team.
Tovuti is a technology company that offers a social learning platform to help you provide just in time learning for your staff and customers.
Find out more about Tovuti at www.TheMortgageList.com
In this episode of Open Mic with The Mortgage List, CEO and Founder, Laura Smith of The Original Mortgage Doctor, joins Ginger Bell and shares how to make your borrowers feel comfortable with you, the process and doing business with you and your team. Laura brings over 20 years of experience to her business, The Original Mortgage Doctor, where they provide third party processing, QC, fulfillment and peace of mind as an outsourced compliance consulting company. Laura shares what she has learned as an underwriter and processor to help you build a solid relationship with your borrowers.
Find out more about The Original Mortgage Doctor at www.TheMortgageList.com
In this episode of Open Mic with The Mortgage List, CEO, Mat Ishbia, of United Wholesale Mortgage, joins Ginger Bell and shares strategies he uses in his business on coaching, giving back and marketing. Mat also shares his insight on why being a mortgage broker is beneficial to both consumers and originators. There is a reason that United Wholesale Mortgage has been able to reach over 31% of the TPO market and Mat's philosophy is at the core of it. You won't want to miss this episode!
Find out more about United Wholesale Mortgage at www.TheMortgageList.com
In this episode of Open Mic with The Mortgage List, Director of Wholesale Development, Jaime Borashko, of BeAMortgageBroker.com joins Ginger Bell and shares the advantages and steps you need to take to become a mortgage broker. Jaime shares the expertise that she and her team has used for the past several years to help loan originators, real estate brokers and financial planners set up their own mortgage brokerage.
Jaime also shares insight into their direct to consumer site, FindAMortgageBroker.com where you can list your company in a growing list of local mortgage brokers.
If you are thinking about stepping out and setting up your own mortgage brokerage, you want to listen to this episode of Open Mic.
Find out more about BeAMortgageBroker.com and FindAMortgageBroker.com at www.TheMortgageList.com