On this week’s Big Picture, Dave Savage, founder of Mortgage Coach and Chief Growth Officer at TrustEngine, joins Rob and Rich to talk about the future of advice in lending, financial literacy, and how technology is reshaping the role of originators. With nearly three decades in the business, Dave has interviewed more than 1,000 top producers and turned Mortgage Coach into the industry’s go-to platform for borrower education.
We dig into why he believes technology won’t replace loan officers, but those who master it will, and how data-driven insights can turn mortgage professionals into lifelong advisors. From tackling the financial literacy gap for first-time buyers to his work with FirstHome IQ, Dave shares his vision for empowering both consumers and originators alike and why having fun and playing loose may be the most underrated strategy in the industry.