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Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. In our 54th episode we welcome Linn Cook VP, Sales, OptifiNow

Topics of discussion:

2:06 - What’s your background, and how did you get started in the industry and end up where you are now at OptifiNow?

4:07 - How has the pandemic sped up (or slowed down) industry innovation trends when it comes to customer experience?

10:48 - As an industry, it seems like we may be moving away from a tech stack/vendor bolt-on approach for originators in favor of all-in-one approaches. Is that the future?

16:14 - Can you give us a practical example of how marketing automation really does help drive more sales? How do you assimilate the massive amounts of data and make it practical for LOs to utilize to convert more transactions?

20:26 - What changes are we likely to see from lenders as we shift from refi back to purchase this year?

23:14 - Tell me about how lenders can use social media to engage with borrowers and build their brand equity

27:17 - In talking with lenders, what do you think execs need to know that they don’t?

33:18 - Why should tech firms belong to groups like the California MBA, and why should advocacy issues matter to them (and not just to lenders)?

Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646

To learn more about the California MBA visit www.cmba.com and don't forget to subscribe to our podcast and stay tuned for our next episode!