Shows
Loan Officer Life: Hustle, Heart and HomeownershipBreaking the Mold with Paige Hernandez | Founder of Notorious WMNIn this episode of Loan Officer Life, host Brian Vieaux sits down with Paige Hernandez — a trailblazing mortgage broker from Chino Hills, California and founder of Notorious WMN, a fast-growing community empowering women in the mortgage industry.With raw honesty and infectious energy, Paige shares how she built a profitable investor-focused business on her own terms, no CRM, no website, just relationships and results.But the real story?Paige didn’t stop at success. She built a stage for others.In 2023, she launched Notorious, an all-women’s mastermind and event series that's now a...2025-08-0735 min
Loan Officer Life: Hustle, Heart and HomeownershipThe Point of Thought Advantage: Early Engagement Insights with J.D. Power’s Bruce GehrkeEpisode Summary:In his third visit to the podcast, Bruce Gehrke, senior leader on the J.D. Power Mortgage team, joins Brian Vieaux to unpack fresh data from the in-progress 2025 Mortgage Origination Satisfaction Study. With three out of four survey waves completed, Bruce shares real-time insights into how borrower behavior is continuing to shift, and what that means for loan officers trying to build sustainable, referral-worthy businesses.Brian and Bruce dive into the growing importance of early consumer engagement, what Brian calls the “Point of Thought”, and how banks are currently winning that mome...2025-07-1042 minLoan Officer Life: Hustle, Heart and HomeownershipThe Art of Showing Up: 3 Simple Strategies To Stand Out - Kyle Draper, Video & Social Media CoachThe Art of Showing Up: How Loan Officers Win with Education, Technology, and ConsistencyIn this powerful live session, Brian Vieaux, President & COO of FinLocker, teams up with content coach and speaker Kyle Draper to deliver an energizing and tactical webinar for loan officers who want to thrive—not just survive—in today's housing market.🚀 Part 1: The KeySteps Demo + Buyer Vision ReportBrian kicks things off by showcasing the latest innovations inside the KeySteps app, including a real-time walkthrough of the new Buyer Vision Report. KeySteps is purpose-built to help loan officers engage homebuy...2025-05-2758 min
Loan Officer Life: Hustle, Heart and HomeownershipHow Early Engagement Boosts Loyalty: J.D. Power’s Game-Changing Mortgage Insights - Loan Officer Life: Hustle, Heart & HomeownershipWhy Engaging Borrowers at the "Point of Thought" Changes Everything | Loan Officer Life ft. Bruce Gehrke, J.D. PowerIn this powerful episode of Loan Officer Life: Hustle, Heart & Homeownership, host Brian Vieaux sits down with Bruce Gehrke, Senior Director of Financial Services Intelligence at J.D. Power, to unpack groundbreaking insights from the 2024 Mortgage Origination Satisfaction Study—insights that every loan officer, branch manager, and mortgage executive must hear.Key Data Point: Borrowers who connected with a lender at the point of thought—before they were actively home shopping—had a 107-point higher satisfaction score, were 54% less likely to shop a...2025-05-2335 min
Loan Officer Life: Hustle, Heart and HomeownershipHigh Tech, Higher Touch: How Top Mortgage Advisors Are Winning in Today's Market - W/ Jake Vermillion, Mortgage ChampionsIn this episode of Loan Officer Life: Hustle, Heart & Homeownership, Brian Vieaux welcomes Jake Vermillion from Mortgage Champions for a candid, tactical, and energizing conversation about what separates top-performing loan officers from those simply surviving today’s tough market.As someone who works with lenders and loan officers across the country, Jake shares firsthand insights into what’s really driving results right now—and spoiler alert: it’s not interest rates or tech stacks. It’s mindset, methodology, and showing up.Jake kicks off by noting a major shift among mortgage executives: many feel they’ve figured o...2025-05-1633 min
Loan Officer Life: Hustle, Heart and HomeownershipLoan Officer Life: Hustle, Heart & Homeownership - Bill Killmer, Jamey Lynch with guest host: Kyle DraperThe Power of Mortgage Advocacy (MAA Spotlight)Welcome to this powerful episode of Loan Officer Life: Hustle, Heart & Homeownership, where we’re diving head-first into one of the most important, yet under-discussed aspects of our industry: mortgage advocacy.Whether you’re a new loan officer or a seasoned originator, this conversation will redefine how you see your role—not just as a mortgage professional, but as a homeownership advisor and industry advocate. This episode is a rallying cry for action, unity, and education in a landscape that’s rapidly changing.Episode Overview:Brian Vieaux kicks off with urgency and heart: “...2025-05-0831 min
Loan Officer Life: Hustle, Heart and HomeownershipLoan Officer Life: Hustle, Heart and Homeownership - The Future-Ready Loan Officer with Devin DubucIn this insightful and authentic episode, Brian Vieaux sits down with Devin Dubuc, National Sales Director at Premier Lending, for a conversation that bridges past experience with future-focused strategies.Devin opens up about his recent intentional journey into professional communities and masterminds, despite being a seasoned veteran in the industry. Together, they explore why human connection remains the most powerful strategy, even in an era dominated by AI and automation.Key themes from the conversation:🔁 Old-school strategies are back — and more relevant than ever.💬 The timeless power of conversation in growing your referral business.🤖 How to use AI to repurpose r...2025-05-0224 min
Loan Officer Life: Hustle, Heart and HomeownershipFinTech Fridays: AI Meets Mortgage with Michael Vandi, Founder of Addy AI🎙 Episode OverviewIn this episode of FinTech Fridays, host Brian Vieaux sits down with Michael Vandi, Founder of Addy AI, to discuss how artificial intelligence is transforming the mortgage industry. Michael shares his journey from Freetown, Sierra Leone to Carnegie Mellon, his time at AWS & NASA, and how a side project led him to create an AI-powered loan processing platform.💡 Key Topics Discussed:✅ Michael’s background – From coding as a teen to working on NASA’s space informatics project✅ The accidental entry into mortgage AI – How Addy AI started as an email automa...2025-03-2120 min
Banking on InformationRethinking Homeownership: Empowering First-Time Buyers with Brian Vieaux, President & COO of FinLockerIn this episode of Banking on Information, Rutger van Faassen interviews Brian Vieaux, President and COO of FinLocker. They discuss the importance of understanding the motivations behind home buying, the role of technology in facilitating the home buying process, and the future of the mortgage industry. Brian emphasizes the need for financial literacy and education for first-time home buyers and envisions a future where consumers have complete control over their financial data, transforming the mortgage application process. Keywords: FinLocker, Brian Vieaux, home buying, mortgage industry, financial literacy, technology in finance, future of mortgages, consumer data, financial education...2025-01-2014 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Matt Jones, Mortgage Bankers Association - impact of new administration on housing financeSummary
In this episode of FinTech Fridays, Brian Vieaux speaks with Matt Jones from the Mortgage Bankers Association about the current state of housing finance, the impact of recent legislative changes, and the future of GSE reform. They discuss the challenges of housing affordability, the implications of Biden administration policies, and the importance of servicing liquidity for independent mortgage banks (IMBs). The conversation also touches on the role of the CFPB and the potential regulatory challenges posed by AI. Matt emphasizes the need for industry engagement and the resources available through the MBA to...2025-01-0835 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Larry Bailey - From Industry Expert to YouTube CreatorSummary
In this episode of FinTech Fridays, Brian Vieaux interviews YouTube influencer Larry Bailey, who shares insights into his journey of creating niche content focused on mortgage technology.
They discuss the importance of understanding workflows before implementing technology, the recent changes to the Encompass SDK, and the evolving role of Encompass admins in the industry.
Larry emphasizes the value of community and training in navigating these changes and offers practical advice for leveraging technology effectively.
Takeaways
Larry Bailey has 126,000 subscribers on YouTube, focusing...2025-01-0321 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Spencer Dusebot, Aidium CEOSummary
In this episode of FinTech Fridays, Brian Vieaux welcomes back Spencer Dusebout, CEO of ADM, to discuss the evolution of the company, the importance of bridging the gap between enterprise needs and producer autonomy, and the role of data in enhancing loan officer performance and consumer engagement.
They explore how insights derived from data can change behaviors, the future of loan officers in a relationship-oriented market, and the current trends affecting the mortgage industry.
Takeaways
The rebranding of ADM...2024-12-2023 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Bruce Gehrke, JD PowerSummary
In this episode of FinTech Fridays, Brian Vieaux interviews Bruce Gehrke from JD Power about the 2024 Originations Customer Satisfaction Survey. They discuss the survey methodology, shifts in consumer preferences towards personal interaction, and the importance of early engagement in the home buying process. The conversation also touches on the satisfaction levels of first-time home buyers and the role of loan officers in enhancing customer experience. Bruce dispels myths about JD Power's client relationships and emphasizes the value of data access for lenders.
Takeaways
The JD Power survey uses independent panel providers for consumer...2024-12-0626 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Sephali ThakkarEpisode Summary:
In this episode, host Brian Vieaux takes a unique detour from traditional fintech discussions to explore how T-Mobile is addressing financial and digital inequities in education. Brian welcomes Sephali Thakkar, an Education Ambassador and Solutions Innovator at T-Mobile, to discuss the company's initiatives to bridge the digital divide and support under-resourced schools and communities through technology, connectivity, and sustainable funding strategies.
Key Highlights:
1. Digital Equity and Financial Literacy in Education
The Challenge: Disparities in funding between public school districts often leave under-resourced communities without essential connectivity tools for education. 2024-11-2220 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Geoff Zimpfer - Become 5 Mile FamousSummary
In this episode of FinTech Fridays, Brian Vieaux and Geoff Zimpfer discuss the evolving landscape of mortgage marketing, emphasizing the importance of personal branding, diversifying lead sources, and the hybrid loan officer model.
They explore strategies for loan officers to enhance their business through education, networking, and effective content creation, while also stressing the significance of maintaining quality in their outreach efforts.
The conversation wraps up with actionable advice for loan officers to reconnect with past clients and leverage their existing networks for future success.
Takeaways
Loan officers should diversify their lead sources to mitigate risk.
Building strong...2024-11-0825 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Brad Blumberg, Aster Key - Consumer Control: New Era in FintechIn this episode of FinTech Fridays, Brian Vieaux interviews Brad Blumberg, co-founder of Aster Key.
They discuss Brad's background in real estate and technology, the inception of Aster Key, and the importance of consumer empowerment and data security in the mortgage industry.
Brad shares insights on the challenges of data protection and the need for consumers to control their financial personas. The conversation also touches on the potential for Aster Key to expand beyond mortgages and the broader implications for the financial services industry.
Takeaways:
Aster Key focuses on consumer permission and control of data.
The mortgage process is...2024-10-2524 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Stephen CooleySummary
In this episode of FinTech Fridays, Brian Vieaux and Stephen Cooley discuss the significance of mortgage advisor tools for loan officers, emphasizing the need for centralized resources in the mortgage industry.
They explore the 95-5 rule in technology sales, highlighting that only a small percentage of the market is actively seeking solutions.
The conversation underscores the importance of understanding market dynamics and leveraging available tools to enhance business operations in the mortgage sector.
Takeaways
Mortgage advisor tools are essential for loan officers.
There is a significant thirst for information...2024-10-1114 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ PramodSummary
In this episode of FinTech Fridays, Brian Vieaux speaks with Pramod Kollamparambil (PK) about the innovative platform Loanscape, which aims to streamline the broker onboarding process in the mortgage industry. They discuss the importance of leveraging LinkedIn for networking, the challenges faced by lenders, and how Loanscape addresses these issues through user-friendly technology and solid support. PK shares insights on customer involvement in product development and the future of the platform.
Takeaways
LinkedIn is a powerful tool for networking.
Authenticity is key in building connections.
Loanscape was born...2024-09-2718 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Mike FaraciSummary
In this episode of Fintech Fridays, Brian Vieaux interviews Mike Ferraci, the founder of Red Button Media, about the recent changes on LinkedIn and the importance of consistent video content.
Mike shares that LinkedIn has introduced a new video feed and a video tray, making it easier for users to discover and consume video content.
He emphasizes the need for businesses to create video content with the intention of building relationships and connecting with new audiences.
Mike also discusses his personal journey of starting Red Button Media and the challenges he faced...2024-08-3021 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Steven Cooley - Mortgage Advisor ToolsSummary
In this episode of FinTech Fridays, Brian Vieaux interviews Stephen Cooley, the founder of Mortgage Advisor Tools. Mortgage Advisor Tools is a free resource for mortgage lenders to find new technology and services.
It serves as a search engine for lenders to discover and explore various tools and services in the mortgage industry. The platform aims to help lenders find new resources and solutions to their problems.
Brian shares his personal experience using the platform and highlights the value it brings to buyers and sellers in the industry.
Takeaways
...2024-07-2612 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Andrew Penner, Founder & CEO MiloSummary
Andrew Penner, founder and CEO of Milo, joins Brian Vieaux on FinTech Fridays to discuss their product and how it helps loan officers engage with consumers.
Milo is a platform that engages customers on a regular basis and monitors their activities to identify high opportunity prospects.
The platform provides branded home value reports to educate customers on their options and uses conversational AI to qualify customers and automate outreach on behalf of loan officers.
The goal is to help loan officers prioritize prospecting and maximize their impact.
The product development...2024-07-1222 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Matt Marx, CEO EvocalizeSummary
In this episode of FinTech Fridays, Brian Vieaux interviews Matt Marx, the founder of eVocalize.
They discuss eVocalize's journey and its mission to automate highly sophisticated, high-performance marketing programs for local businesses in the real estate and mortgage industries.
They explore the changing landscape of lead generation and the need for digital strategies.
Matt explains how eVocalize's platform helps loan officers build a community of prospective home buyers and leverage data to deliver the right content at the right time. The conversation highlights the scalability of eVocalize's platform for different...2024-06-0626 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Al Pitzner, Conforma Compliance GroupSummary
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...2024-04-2626 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Brandon Spriggs, CEO & Co Founder Survey LoopSummary
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...2024-03-2922 min
Mortgages and More: Building Relationships Beyond the TransactionMortgages & More: With Abdel Khawatmi, Branch Manager, PRMGShow Notes for the Mortgages & More Podcast Episode with Abdel Khawatmi
Welcome to another enlightening episode of Mortgages & More, your ultimate guide to navigating the complexities of the mortgage industry. Join your favorite co-hosts, Kyle Draper and Brian Vieaux, as we welcome a very special guest, Abdel Khawatmi, the dynamic Branch Manager at PRMG and the force behind Got Mortgages. Dive into this episode for a riveting discussion that promises to elevate your knowledge and help you make those property dreams a reality.
Introduction to Abdel Khawatmi: Discover Abdel's journey from part-time beginnings in 2018 to...2024-03-1126 minMortgages and More: Building Relationships Beyond the TransactionMortgages & More: W/ Liz Short, Short SolutionsShow Notes for Mortgages & More Episode:
"Embracing Change: Empowering Loan Officers with Liz Short"
Host: Brian Vieaux
Guest: Liz Short, Founder of Short Solutions
Episode Overview:
In this insightful episode of Mortgages & More, host Brian Vieaux sits down with change management expert Liz Short, Founder of Short Solutions, to explore the critical role of technology and change management in the mortgage industry.
This conversation delves into how loan officers can navigate the evolving landscape of mortgage technology, ensuring they're not just surviving but thriving through changes. 2024-03-0415 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w Dawar AlimiSummary
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...2024-03-0120 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w Katherine CampbellSummary
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...2024-02-1623 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays Podcast w/ Jeremy Potter, TitleLookSummary
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.
2024-02-0220 minMortgages and More: Building Relationships Beyond the TransactionMortgages & More w/ Geoff ZimpferShow Notes for "Mortgages & More Podcast with Geoff Zimpfer, Founder of Mortgage Marketing Institute":
Episode Introduction:
Welcome to another exciting episode of "Mortgages and More," the go-to podcast for the latest insights in the mortgage industry. Join hosts Kyle Draper and Brian Vieaux as they explore expert advice, actionable tips, and strategies for empowering the next generation of homebuyers.
Opening Banter:
In this episode, Kyle and Brian kick things off with some light-hearted banter about hairstyles, setting the stage for their special guest, Geoff Zimpfer, Founder of Mortgage Marketing Institute.
Introducing Geoff Zimpfer:
...2024-01-2909 minMortgages and More: Building Relationships Beyond the TransactionMortgages & More w/ Michael Nasserfar, Movement MortgageTitle: Mortgages and More Podcast - Episode with Michael Nasserfar from Movement Mortgage
Introduction:
Welcome to Mortgages and More, your ultimate source for insights into the mortgage industry.
Dive into expert advice, actionable tips, and empowering strategies for homebuyers.
Get ready to elevate your knowledge and turn your property dreams into reality.
Hosts:
Kyle Draper
Brian Vieaux
Podcast Episode Highlights:
Introduction Banter:
The hosts exchange greetings and express their excitement for the episode.
They praise the podcast's intro and joke about impersonating each other's voices.
Kyle mentions that their guest...2024-01-2611 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ David Fulford, GatelessFinTech 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...2024-01-1926 minMortgages and More: Building Relationships Beyond the TransactionMortgages & More w/ Richard MilliganShow Notes:
In this engaging episode of "Mortgages and More," hosts Brian Vieaux and Kyle Draper welcome Richard Milligan, a renowned figure in the mortgage industry with extensive experience in recruiting. Richard shares his valuable insights on recruiting, emphasizing the importance of creating a "value gap" in today's digital age. He discusses how the digital landscape has changed the way people perceive value and how professionals can stand out by showcasing their high-value systems and delivering valuable content. Richard's unique perspective on recruiting and building personal brands makes this episode a must-listen for anyone looking to succeed in the...2024-01-1310 minMortgages and More: Building Relationships Beyond the TransactionMortgages & More w/ Stacia WeishaarShow Notes:
In this episode of "Mortgages and More," hosts Brian Vieaux and Kyle Draper welcome Stacia Weishaar, an expert in leveraging artificial intelligence (AI) in the mortgage industry. They discuss Stacia's chapter in the upcoming book and her insights into how AI can be a powerful tool for CEOs, business owners and loan officers in the mortgage industry. Stacia emphasizes that AI should be viewed as a means to create efficiencies, save time, and enable growth, rather than as a replacement for human emotion and creativity. She shares examples of AI tools and its potential to enhance the...2024-01-1213 minMortgages and More: Building Relationships Beyond the TransactionMortgages & More w/ Michael HammondShow Notes for Episode featuring Michael Hammond:
In this episode of "Mortgages & More," co-hosts Kyle Draper and Brian Vieaux continue their series leading up to the release of their book in February. They introduce their guest, Michael Hammond, from NexLevel Advisors, who has contributed a chapter to the book.
Michael discusses the focus of his chapter, which revolves around rethinking content creation in the mortgage industry. He emphasizes the importance of building relationships rather than just transactions and explores how loan officers can effectively create valuable content using AI tools.
The conversation delves...2024-01-1009 minMortgages and More: Building Relationships Beyond the TransactionMortgages & More w/ Chris VinsonShow Notes:In this episode of "Mortgages and More," hosts Brian Vieaux and Kyle Draper are joined by special guest Chris Vinson, CEO of Windsor Mortgage. The episode is part of their "30 in 30" series, featuring 30 episodes in 30 days to kick off 2024. Brian and Kyle express their excitement and admiration for Chris, who has quickly become one of their favorite industry figures. Chris discusses his upcoming book chapter, "Winning in Details," emphasizing the importance of paying attention to the finer points in the mortgage industry for success. The hosts delve into the story of Brown M&Ms, which serves...2024-01-0610 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Rich Gagliano, CEO Dark Matter TechnologiesSummary
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.
2024-01-0519 minMortgages and More: Building Relationships Beyond the TransactionMortgages & More w/ Mike FaraciShow Notes for Episode featuring Mike Faraci:
In this episode of "Mortgages & More," co-hosts Kyle Draper and Brian Vieaux continue their 30-day series leading up to the release of their book in February. They introduce their guest, Mike Faraci, a video content expert, and discuss the importance of video in the mortgage industry.
Mike provides a glimpse into his book chapter, where he emphasizes that video content is a marketing asset and not limited to social media. He discusses the significance of knowing your ideal client persona and tailoring your content to resonate with them.2024-01-0409 minMortgages and More: Building Relationships Beyond the TransactionMortgages & More w/ Jason StierShow Notes for Episode featuring Jason Stier:
In this episode of "Mortgages & More," co-hosts Kyle Draper and Brian Vieaux introduce their upcoming book, "Rethink Everything You Know About Being a Loan Officer." They discuss the purpose of the book and its unique insights into the mortgage industry.
Jason Stier, a loan officer from Dallas-Fort Worth and a contributor to the book, joins the conversation. Jason shares his journey in the mortgage industry and emphasizes the emotional impact of helping veterans achieve homeownership, a topic he covers in his chapter.
The discussion delves into...2024-01-0209 minMortgages and More: Building Relationships Beyond the TransactionMortgages & More Podcast w/ Kyle Draper & Brian VieauxShow Notes for "Mortgages and More" Podcast Episode
Episode Title:
"New Year, New Disruptions: Unveiling Our Mortgage Bible"
Introduction:
Kyle and Brian reflect on the past year and discuss their ambitious project for the year ahead. They talk about the concept of "separation season" and the extensive recording sessions for the "30 and 30" series.
The Podcast's Mission:
The hosts emphasize the podcast's goal to provide the latest insights in the mortgage industry. They express their excitement about bringing together industry experts and creating a mortgage bible to empower...2024-01-0111 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays Podcast w Jeff Walton, CEO IngeniusSummary
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...2023-12-2920 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Michael NeefSummary
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.
2023-12-2221 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w Amit Ghole, Founder & CEO of InflooensSummary
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...2023-12-1524 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays Podcast w Spencer DuseboutSummary
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...2023-12-0922 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ David Maland, NoteflowOn today’s Fintech Fridays #podcast, Brian Vieaux is joined
by David Maland, Chief Marketing Officer at Noteflow, Inc., to discuss mortgage servicing.
Tune in to this insightful podcast episode for a deep dive into the innovative technologies and workflow processes used in managing performing and non-performing non-QM loans
for asset managers, investors, mortgage lenders and servicers. 🎧 Listen now 👉
#mortgage #mortgageservicing #mortgagetechnology
https://www.linkedin.com/in/david-maland-85b8a01/
https://www.linkedin.com/company/noteflow-inc/
2023-12-0126 min
Mortgages and More: Building Relationships Beyond the TransactionMortgages & More Building Relationships Beyond The Transaction - Pre-Release EpisodeWelcome to "Mortgages & More: Building Relationships Beyond the Transaction," the ultimate podcast crafted for Loan Originators aiming to evolve into next-generation mortgage advisors.
Join hosts Kyle Draper, esteemed author of "Rethink Everything you Know About Social Media," and Brian Vieaux, President & COO of FinLocker, as they navigate the path to redefining the role of the mortgage loan originator.
In this podcast, Kyle and Brian serve as your guides, drawing from their extensive industry expertise to unravel the intricacies of modern mortgage origination. Together, they explore essential strategies, insights, and trends, empowering Loan Originators to transcend...2023-11-2516 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Branden Cobb
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 t...2023-11-2423 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w Ginger Bell **100th EpisodeOn today’s monumental 100th episode of the Fintech Fridays
#podcast 🎙️ Brian Vieaux is joined by Ginger Bell, the Founder and CEO of Edumarketing. 📣Listen to this insightful discussion for practical tips on using #AI and getting started on social media, video marketing and podcasting to build relationships that lead to more customers for your mortgage or real estate business.
🎧
Check out Mortgage Influencers for more insightful podcasts
from Ginger, plus Scott Schang and Steve Richman 👉 https://www.mortgageinfluencers.com/
#mortgagemarketing #socialmedia #socialmediamarketing
#videomarketing
2023-11-1736 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays Podcast: Katherine Campbell & Kyle Draper - Book Review - Rethink Everything You Know About Social MediaOn today's Fintech Fridays #podcast 🎙️Brian Vieaux talks with Katherine Campbell, Founder of Leopard Job, and Kyle Draper,
CEO of KyleDraper.com and Creator of Content Compounding, about Kyle's game-changing book, "Rethink Everything You Know About Social Media."
📚 This is an absolute must-read for every next gen loan officer who is looking to attract, educate, and engage with next gen homebuyers.
🚀 You'll gain valuable insights on why it's time to shift your focus away from simply amassing followers. Discover innovative strategies that will set you apart from other loan officers by learning how...2023-11-1032 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Rutger van Faassen, CurinosInterested to know how your mortgage company stacks up against the competition?
On today’s Fintech Fridays podcast 🎙️ Brian Vieaux is joined by Rutger van Faassen, Head of Market Strategy with Curinos. Discover the secrets to success as Rutger unveils how mortgage lenders, banks and credit unions can effectively acquire and analyze competitive intelligence. This episode dives deep into benchmarking your company based on critical factors like cycle time, application and locks pull-through rates, mix of applications, and the weighted average market price. Moreover, Rutger will discuss how geographically dissecting this data to create region-specific benchmarks can provide...2023-11-0322 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Ben Treadway, Social CoachWant 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...2023-10-2731 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays Podcast: Strategies to Grow, Engage & Nurture Your DatabaseBrian 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...2023-10-2157 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w Scott Payne, Chief Product Officer, Shape SoftwareWant 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...2023-10-2033 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Anthony Balsamo, Vonk DigitalOn today’s Fintech Fridays podcast 🎙️ Brian Vieaux is joined by Anthony Balsamo, Co-Founder of Vonk Digital, a website platform specifically for the mortgage industry built on top of WordPress.
Anthony shares how the company has helped individual loan officers, mortgage brokers, small teams, and companies establish an online presence, generate traffic to their website, optimize conversion, and attract the next generation of tech-savvy homebuyers to your business.
Learn more about the Pre-Framing concept Anthony mentions in the podcast and how to implement it into your mortgage sales process > https://www.vonkdigital.com/top-originator-2023/
#Mortgag...2023-10-1333 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w Steve Sigaty, Lender ToolkitAre you interested in making your loan processing more efficient?
On today’s Fintech Fridays podcast 🎙️ Brian Vieaux is joined by Steve Sigaty, Enterprise Sales Expert with The Lender Toolkit. Steve explains how the platform provides training and tools, including 42 different plugins to power up your Encompass® mortgage software to streamline your loan processing and efficiently scale your business by automating repetitive processes so your loan officers and Ops team can focus on
what they do best – providing 5 star customer service and close loans faster than the competition.
#MortgageTechnology #MortgageProcessing #MortgageLen...2023-10-0626 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Ryan CotterWould you like to learn about a personally proven home buying strategy that can change the game for your aspiring homeowners? 🏡
On today’s Fintech Fridays podcast 🎙️ Brian Vieaux is joined by Ryan Cotter, Divisional Leader with The Mortgage Corp, who shares how he is bringing actionable strategies to underserved markets in #Chicagoland who would otherwise not have the opportunities to build wealth through homeownership.
Ryan shares the details of his 4-3-2-1 home hack strategy that you can take back to your market to help first-time homebuyers achieve financial freedom.
...2023-09-2933 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w Wendell & Parker Couch AFNOn today’s Fintech Fridays podcast, Brian Vieaux is joined by Wendell Couch, Southeast Regional Manager and Parker Couch, Producing Branch anager with American Financial Network, to share their old-school lessons and new-generation tactics for attracting, engaging and converting prospective homebuyers.
One of Parker’s tactics is financial education videos that
you can check out on YouTube: https://www.youtube.com/@parkercouchloans
#mortgagemarketing #mortgagetechnology #socialmediamarketing
#buildyourdtabase #leadgeneration #firsttimehomebuyers
https://www.linkedin.com/in/wendellcouch/
https://www.linkedin.com/in/parker-couch/
https://www.linkedin.com/compa...2023-09-2224 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Fobby Naghmi, Founder of SimplOn today's Fintech Fridays podcast, Brian Vieaux catches up with Fobby Naghmi, SVP with Homecomings Mortgage & Equity, who provides us with a preview of the new relationship-building CRM tool called Simpl, that he's been developing to streamline the recruiting process for multi-tasking producing managers.
Listen to Fobby's own podcast, Laugh, Lend and Eat: https://laughlendandeat.com/
#mortgagetechnology #mortgagerecruiting
#relationshipbuilding #loanofficers #mortgageoriginators
https://www.linkedin.com/in/fobby/
https://www.linkedin.com/company/homecomings-mortgage/
https://www.facebook.com/homecomingsmortgage
https://twitter.com/fobbynaghmi2023-09-1523 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Scott Groves, Consolidated CoachingOn today’s Fintech Fridays podcast, Brian Vieaux engages in a candid conversation about the state of the mortgage industry with Scott Groves, a successful Producing Branch Manager and in-house coach with Synergy One Lending.
For the past 8 years, Scott has drawn on his wealth of experience to serve as a personal coach for loan officers and a compelling motivational speaker through his company, Consolidated Coaching. To help elevate your business to new heights, Scott shares the winning tactics that loan officers are employing to generate and nurture leads in the current market.
...2023-09-0827 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Eric Levin, Co-Founder Model MatchOn this Fintech Friday’s podcast, Brian Vieaux talks with Eric Levin, EVP of Client Development with Model Match, a talent management software and relationship development and management platform for the financial services industry. Mortgage lenders can use the Model Match data platform to
identify mortgage originators, operations, and marketing talent they want to build relationships with to scale their business. Loan officers can also use the software’s MLS research to identify real estate agents suitable for a business relationship.
Eric is also host of The Walk podcast which you can check
out on YouTube: https://www...2023-09-0135 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Steve Gaenzler, SVP & Chief Innovation Officer, homegenius Real EstateOn 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 fl...2023-08-2522 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Greg Sher, Managing Director NFM LendingOn 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
2023-08-1837 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ James Duncan, CMO Thrive Mortgage 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
2023-08-1132 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Friday Live - Transforming Student Loan Dept into Home Buying Power
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...2023-08-0953 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Rebel Chics MediaOn today's Fintech Fridays podcast 🎙️ Brian Vieaux talks with Dana Trajcevski from Rebel Chics Media, which uses their mortgage banking experience to create custom branded compliant content for loan officers and real estate agents to educate and inspire homeownership#mortgagemarketing #socialmedia #buildyourdatabase #RebelChicsMedia
2023-08-0425 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Josh Parish, VETLIFEOn 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
s2023-08-0229 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Dan Smokoska, Loangendary MarketingOn 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.
2023-07-2825 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Dustin OwenOn 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 es...2023-07-2130 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Dale Larson, Co-Founder & CEO, ModexOn 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.
2023-07-1430 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Katherine CampbellOn 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
2023-07-0727 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Jimmy King, Co-Founder, BankingBridgeOn 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
2023-06-3019 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Scott Schang, Founder, Find My Way HomeOn today's Fintech Fridays #podcast, Brian Vieaux, CMB Vieaux discusses with Scott Schang, Founder of FindMyWayHome.com, the short and long-term business opportunities for loan officers who build their database. Scott shares his tips for market-proofing your business by building relationships with first-time homebuyers who are early in their homebuying journey or who've been turned down by other lenders.
2023-06-2531 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Jon Rutila, Chief Revenue Officer, OptiFunderOn today's Fintech Fridays #podcast, Brian Vieaux, CMB speaks with Jon Rutila, CMB, Chief Revenue Officer with OptiFunder a Warehouse Management System that revolutionizes the way originators fund loans to achieve the absolute lowest cost through full integration, patented optimization, and end-to-end automation. They discuss the savings that small to medium and large lenders can achieve by utilizing machine learning-based automation to achieve operational efficiencies.
2023-06-2523 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Sean Grapevine, Branch Manager, uMortgageOn today's Fintech Fridays #podcast, Sean Grapevine, an Atlanta Branch Manager with UMortgage, shares his blueprint for #success with Brian Vieaux, CMB. Sean details how he scaled his business by restructuring his team to enable each person to work to their strengths and developed a new mortgage sales model within the context of his tech stack of sales enablement tools.#mortgage #mortgagetips #successstory
2023-06-2533 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Patrick O'Brien, Founder & CEO, Lender LogixOn today’s Fintech Fridays #podcast, Patrick O'Brien, Founder and CEO of LenderLogix, shares with Brian Vieaux, CMB how his early career as a mortgage originator provided the impetus to design and create digital mortgage solutions that deliver efficiencies for loan officers and real estate agents and a ⭐ ⭐⭐⭐⭐ experience for their borrowers.
2023-06-2526 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Brock Cassidy, VP Partnerships, Easy Knock
On today's Fintech Fridays #podcast, Brock Cassidy, VP of Partnerships with EasyKnock, discusses with Brian Vieaux, CMB how EasyKnock can help homeowners who are unable to qualify for a HELOC or refinance to access their home equity. Real estate agents can refer customers who need to sell their home before purchasing a new home. Brock also shares the criteria he uses when evaluating a potential new business partnership.
2023-06-2524 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Anita Padilla, CEO MegaStar Financial & CEO Take Three Technologies
On today's Fintech Fridays #podcast, Anita Padilla, President & CEO of Take Three Technologies® and MegaStar Financial Corp., shares with Brian Vieaux, CMB how she developed technology that helps lenders, their loan officers, and their operations team be more effective and efficient in their loan manufacturing and engaging with customers.
2023-06-2526 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Jason Frazier, EVP of Growth, Rebel IQ
On today's Fintech Fridays #podcast, Jason Frazier, EVP of Growth with leadpops.com, shares with Brian Vieaux how leadpops is evolving from a lead generation SaaS platform to capture and convert traffic to a service that also provides lenders, loan officers, mortgage brokers, and real estate agents with tools and coaching to create a larger referral sphere for revenue optimization. They also discuss how to create a connected tech stack with the right products, partners, and strategy to increase the sum of your income and optimize the customer experience.
2023-06-2534 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Andrew Liput, Founder & CEO, Secure Insight
On this Fintech Fridays #podcast, Brian Vieaux, CMB talks with Andrew Liput, Founder and CEO of Secure Insight, a pioneer in vendor management and wire fraud risk for mortgage lenders and consumers. They discuss how his background on the legal side of mortgage banking enabled him to identify how to provide a service that makes it easier for loan officers to vet third parties and prevent closing fraud.#wirefraud #mortgagefraud #mortgage #mortgagelending #mortgagecompliance #vendorriskmanagement #vendorrisk #vendorcompliance #realestatefraud #attorneyfraud #titlefraud #settlementfraud
2023-06-2526 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Tim Wagner & Andrew Haberman, Co-Founders, Beefy
On this Fintech Fridays #podcast, Brian Vieaux, CMB talks with Tim Wagner, JD, MPH and Andrew Haberman, Co-Founders of beefy, a digital marketing agency that focuses on social media, online ads and event promotion for mortgage, real estate and technology. They explain how they’ve drawn on their corporate and mortgage marketing background to scale content to get views on different marketing channels and apply multi-tactical digital elements to increase market share and recruit for Top 1% Originators.#mortgagemarketing #buildyourdatabase #mortgagetechnology #realestatemarketing #technology #technologymarketing #digitalmarketing #digitalmarketingagency
2023-06-2538 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Walt Carter, Chief Digital Officer & CIO, Homestar Financial Corporation
On today's Fintech Fridays #podcast🎙️ Brian Vieaux, CMB talks with Walter Carter, Chief Digital Officer & Chief Information Officer with Homestar Financial Corporation, on the remarkable work Walt's team is doing to supercharge their CRM capabilities, empowering loan officers to maximize their database to drive business and cultivate stronger relationships with real estate agents and builders. 🙌📣But that's not all! 📣 Walt also shares fascinating insights from his book, "We Can't Stay Here: Becoming A Change Captain," which explores the Seven C's of Effective Change Leadership to offer invaluable guidance for individual change leaders collaborating internally and externally to deliver successful large p...2023-06-2529 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Luke Babich, CEO, Clever Real Estate
On this week's Fintech Fridays podcast 🎙️ Brian Vieaux, CMB talks with Luke Babich, CEO of Clever Real Estate, a game-changing service that benefits loan officers, real estate agents, home buyers and sellers. With Clever Real Estate, home buyers can receive up to 0.5% cash back, while sellers can learn how to interview top real estate agents on the platform who are committed to accepting a lower listing fee.Luke explains how the platform provides added returns to loan officers and helps to protect the home buyers and sellers in their database from being referred to a mortgage competitor by the buyer...2023-06-2525 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Brian Geary, Chief Commercial Officer Argyle
On a special edition of the Fintech Fridays #podcast, Brian Geary, Chief Commercial Officer with Argyle shares with Brian Vieaux, CMB how his background in banking and fintech led him to join Argyle to reduce friction and costs of verification of employment and income for lenders and empower borrowers to control their data while making the verification process easier.#verificationservices #assetsverification #employmentverification #incomeverification
2023-06-2526 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Aru Anavekar, Founder & CEO, Botsplash
On this Fintech Fridays #podcast, Brian Vieaux, CMB talks with Aru Anavekar, Founder and CEO of Botsplash, a #SaaS consumer engagement platform that removes friction in multi-channel customer communications by enabling the consumer to respond via their preferred channel, and their loan officer can reply through the same channel via the platform. Aru explains how the platform has developed to send bilingual communications and distribute enterprise leads to loan officers.#mortgagetechnology #mortgagemarketing
2023-06-2524 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Elizabeth Dodson, Co-Founder, HomeZada
On this Fintech Fridays podcast🎙️ Brian Vieaux, CMB engages with Elizabeth Dodson, Co-Founder of HomeZada a cloud-based digital home management solution 🏠 💡for homeowners, insurance and mortgage organizations, home builders and real estate agents.Elizabeth shares how her background in commercial construction project management software and managing her own properties provided the catalyst to help homeowners better manage their ✔️home maintenance, ✔️improvement projects, ✔️home inventory and ✔️finances.#fintech #mortgagetechnology #customersforlife #homemaintenance #homebuilders #realestateagents #mortgagelenders #insurance
2023-06-2533 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays Podcast w/ Mo Oursler, EVP, Mortgage Career Exchange
On this special #taxday edition of the Fintech Fridays #podcast, Brian Vieaux, CMB talks with Mo Oursler, CMB®, Executive Vice President with Mortgage Career Exchange, a digital portal and engagement hub transforming the way mortgage professionals and companies connect by offering members monthly networking and recruiting events, resume and #LinkedIn coaching, and Mortgage Bankers Association courses to learn new skills.#mortgagetechnology #mortgagejobs
2023-06-2519 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays Podcast w/ Evan Wade, CEO & Founder, Epoch OS
On this Fintech Fridays #podcast, Evan Wade, Founder of EpochOS, shares with Brian Vieaux, CMB how his banking and retail mortgage background led him to start a regional mortgage brokerage and later the national mortgage brokerage, Epoch Lending. Evan’s experience in this channel led him to recently develop the first Enterprise Resource Planning (ERP) specifically for mortgage brokers, which enables loan data and financial data to live in one software system.#mortgagetechnology #mortgagesoftware #mortgagebrokers #businessintelligence #worksmarternotharder
2023-06-2535 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Sara Nakae, SVP Strategy & Partnerships, Ascendant National Title
On this Fintech Fridays #podcast, Brian Vieaux, CMB and Sara Nakae, Senior VP of Strategy & Partnerships with Cypress Ascendant Holdings, LLC. and Ascendant National Title discuss the importance of regularly evaluating your processes to uncover opportunities for efficiency and cost reduction. They also highlight the value of identifying strategic partnerships to add innovative products and services that elevate your brand and improve the customer experience, ultimately offering greater value to homebuyers.
2023-06-2518 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Peter Paglia, President & CRO, Cole Information
On this Fintech Fridays #podcast, Brian Vieaux, CMB talks with Peter Paglia, President and CRO of Cole Information, which provides hyperlocal business intelligence solutions for the real estate, insurance, home services, and mortgage industries. Businesses can draw on 300+ data fields and identify the right prospects with advanced filtering to enable hyperlocal direct-to-consumer campaigns to achieve highly targeted consumer engagement for new client acquisition and augment your existing customer database to build long-term client relationships.#mortgagetechnology #mortgagemarketing
2023-06-2527 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Ryan Cotter, Divisional Leader of the Mortgage Corp & Founder of Chicago Real Estate RumbleOn this special mid-week Fintech Fridays #podcast, Brian Vieaux talks with Ryan Cotter, Divisional Leader of The Mortgage Corp. Ryan shares his 4321Hack formula for helping people achieve the American Dream of creating wealth through homeownership with multi-unit properties bought with 203(k) and FHA loans.Ryan and Brian also share their passion for fundraising for their respective boxing-related organizations that support disadvantaged youth. Ryan organizes the Chicago Real Estate Rumble, a charity boxing event with participants from the Chicago Real Estate, Lending and Construction Industries, where all proceeds benefit Mercy Home and Big Brothers Big Sisters of Metropolitan Chi...2023-06-2428 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/Matt Harrick, Chief Revenue Officer, Voxtur
📣On today’s Fintech Fridays #podcast 🎙️ Brian Vieaux, CMB talks with Matt Harrick, Chief Revenue Officer with Voxtur, a real estate technology company that offers targeted data analytics to simplify tax solutions, property valuation, and settlement services throughout the lending lifecycle for investors, mortgage lenders, government agencies and mortgage servicers. 🙌Matt explains how the data hub and workflow platforms enable loan officers to mine life-change data to identify new customers and how they can action on the data to generate revenue. 💡 He also explains how the Voxtur attorney opinion letter can save money for borrowers and be a competitive advantage...2023-06-2419 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Kelly Yale
On this Fintech Fridays #podcast, Brian Vieaux talks with Kelly Yale, Director of Innovation and Divisional Vice President with NEO Powered by Luminate Home Loans. Kelly shares how her background in mortgage marketing leadership enabled her to analyze and assess existing tech solutions and then identify and align new solutions to provide loan officers with a fully integrated and scalable tech stack with data intelligence that provides loan officers with a complete picture of their consumers, drive business and provide personalized customer experiences.#mortgagemarketing #mortgagetechnology #fintech #customersforlife #dataintelligence
2023-06-2429 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Steve RichmanIf you need a boost of energy and encouragement - who doesn’t in this market? - check out this special edition of the Fintech Fridays #podcast when Brian Vieaux, CMB has a lively conversation with Steve Richman, Presenter, Trainer & Consultant with SteveRichman.com. They talk about the importance of keeping a positive mindset to ride out the current mortgage and real estate market conditions and how to build relationships with next year’s home buyers.#positivemindset #buildyourdatabase #buildyournetwork #mortgage #realestate
2023-06-2421 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays with Mike Faraci, founder & CEO of Red Button Media
Mike Faraci, Founder & CEO of Red Button Media, shares with Brian Vieaux how his background in mortgage origination inspired him to begin creating educational video content for real estate and mortgage originators to connect with first-time homebuyers by promoting their team, branch, or personal brand.
2023-06-2427 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays featuring Doug Wilber, Denim Social
Doug Wilber, CEO of Denim Social, and Brian Vieaux discuss how loan officers can use social media to build a deeper, more meaningful and more engaging relationship over an extended period of time with the communities they serve. Doug shares how Denim Social integrates with the tech stack at financial institutions to empower loan officers to create a social strategy with compliant content that resonates with homebuyers and homeowners to attract, engage, and convert while providing operational efficiencies for already stretched mortgage marketing teams.
2023-06-2421 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Friday with Jason Perkins of Bonzo
Jason Perkins, Co-Founder & President of Bonzo, shares with Brian Vieaux how his background as a mortgage originator and marketer inspired him to create Bonzo as a sales engagement platform for originators and agents to scale their voice using an omnichannel approach to building relationships. Jason discusses the company's tech development process to innovate its product with features and enhancements to increase response rates and engagement with prospective homebuyers and past borrowers.
2023-06-2428 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays featuring Josh Dobson, Branch Manager, BluPrint Home Loans
Josh Dobson, a Branch Manager with BluPrint Home Loans, shares with Brian Vieaux the secrets to scaling his social media accounts on Instagram, TikTok, and Facebook over the past eight months. They discuss the content that resonates with prospective homebuyers and the tech stack he uses to capture, engage, educate, and nurture the leads he acquires through social media, so he can free more time to close loans.
2023-06-2431 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays featuring Ally Carty of ActiveComply
On this Fintech Fridays #podcast, Ally Carty, National Account Executive with Active Comply, shares with Brian Vieaux how she's found her "why" by applying her passion for sales and social media marketing at ActiveComply to help IMBs, banks, and credit unions use social media compliantly to connect with next gen homebuyers and establish compliance guardrails for their loan officers so they can build their own brand by providing financial education. They also discuss Ally's popular video series @get2knowgenz on TikTok, in which she bridges the gap between the mortgage industry and next gen homebuyers by asking her gen...2023-06-2431 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Friday Live - Finfluencer Strategies to Build Your Homebuyer Database
Brian Vieaux is joined by three mortgage finfluencers - Joshua Dobson (MortgageDadof3) from BluPrint Home Loans, Rebecca Richardson (The Mortgage Mentor) from UMortgage Team and Minh Nguyen from What's a Mortgage – who share their strategies for staying on top of social media trends and creating engaging content that resonates with prospective homebuyers.
2023-06-2450 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Jason Cave, Head of Fintech Strategy, Federal Housing Finance Agency (FHFA)Jason Cave, Head of Fintech Strategy with the Federal Housing Finance Agency (FHFA), discusses with Brian Vieaux where technology has and has yet to make a difference in the mortgage process and how the FHFA plans to bring people across the entire mortgage ecosystem together to solve specific tech problems2023-03-1025 min