Shows
Loan Officer Life: Hustle, Heart and HomeownershipPoint of Thought - Point of Sale: Coaching, Compliance, and Community in DFWLoan Officer Life sits down with John Donnelly, Executive Director of Sales at Service First Mortgage (Dallas–Fort Worth), to unpack what top producers are actually doing right now—and how leaders can guide teams through the AI shift without stepping on landmines.We get specific: the moment John’s team used LLMs to prototype a better, in-house CRM in minutes, why that flipped their build-vs-buy mindset, and how they turned that wake-up call into a company-wide “reimagine everything” mandate—from content to loan setup to underwriting. We also dig into AI guardrails (including a formal company policy) so LOs don’t pa...
2025-10-0225 min
Loan Officer Life: Hustle, Heart and HomeownershipLoan Officer Life: Reducing Pre-Approval Fallout with KeyStepsEpisode OverviewIn this solo episode, host Brian Vieaux, CMB—President & COO of FinLocker and 35+ year mortgage industry veteran—dives into a critical challenge loan officers face today: pipeline fallout from pre-qualified and pre-approved borrowers.Far too often, LOs invest time, resources, and money into pre-approvals, only to lose borrowers later when they pause their search, get priced out, or switch lenders after a realtor referral. Traditional CRM drip campaigns aren’t enough to prevent that. The question is: How can loan officers provide real, ongoing value during this “waiting period” and reduce fallout?Brian shar...
2025-09-1814 min
Loan Officer Life: Hustle, Heart and HomeownershipThe NextGen HomeBuyer Report 2025: What Loan Officers Must Know with Kristin MesserliOverview:In this episode of Loan Officer Life: Hustle, Heart & Homeownership, host Brian Vieaux (President & COO, FinLocker, CMB) sits down with Kristin Messerli, Executive Director of FirstHome IQ and Publisher of the NextGen HomeBuyer Report, to unpack the 2025 NextGen Financial Literacy Report.This year’s study goes beyond knowledge gaps to reveal the psychological and behavioral roadblocks facing Gen Z and Millennial buyers. From the persistent 20% down payment myth to the explosion of AI-driven education, Kristin shares the data every loan officer needs to reframe their strategy for first-time buyers.Key Topics Covered:...
2025-09-1129 min
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 HomeownershipCLEAR Victory: How Abdel Khawatmi is Winning in a Tough MarketEpisode Description:In this powerhouse episode of Loan Officer Life, host Brian Vieaux welcomes back one of the industry's most tactical, transparent, and tenacious producers — Abdel Khawatmi, Division Manager at PRMG and founder of the Got Mortgages brand.At a time when many loan officers are stuck blaming the market, Abdel breaks down the exact system he’s using to grow — not survive — in 2025’s toughest housing cycle.He unveils his CLEAR Victory framework:C = Content (build trust through education and consistent visibility)L = Leveraging systems (from Model Match to FinLocker to smart automation)E = Equity (how to unlock refi and H...
2025-07-3133 minLoan 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 min
Loan Officer Life: Hustle, Heart and HomeownershipAttract, Don’t Chase: Realtor Class Strategy with Geoff Zimpfer - Loan Officer Life: Hustle, Heart & HomeownershipTeaching vs. Chasing: How Loan Officers Can Win the Realtor Game with Geoff ZimpferWhat happens when a former Tony Robbins coach who now teaches thousands of loan officers how to grow with intent joins Loan Officer Life? You get a conversation packed with gold.In this episode, I sat down with Geoff Zimpfer, host of Mortgage Marketing Radio and one of the most respected voices in the mortgage space when it comes to scaling agent relationships through education—not desperation.Here’s what stood out…The Realtor Problem Isn’t Realtors—It’s Your Appro...
2025-06-2026 min
Loan Officer Life: Hustle, Heart and HomeownershipThe Growth Mindset Playbook with Jason Frazier on the Loan Officer Life PodcastShow Notes:Guest: Jason Frazier – Mortgage Strategist, Creator of Growth Notes, Co-Author of The Green Zone ProjectTopics Covered:[00:00] Brian welcomes Jason Frazier with humor and gratitude[02:00] The origin story: how Jason influenced Brian to start podcasting[06:30] The evolution of “Growth Notes” and the idea behind daily growth content[11:00] Why Jason now says “growth” instead of “marketing” – and why it matters[14:30] Creating impact through daily voice notes and radical consistency[20:15] The mindset behind “Me, Inc.” – every LO is their own CEO[27:00] What new loan officers should actual...
2025-06-0636 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 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
Lykken on LendingHybrid Loan Officer with Brian Vieaux of FinlockerIn this episode of Lykken on Lending, David Lykken sits down with Brian Vieaux, a seasoned mortgage industry leader and the driving force behind FinLocker, to explore the evolving role of the modern loan officer. Brian introduces the concept of the "Hybrid Loan Officer," blending traditional referral-based practices with innovative digital strategies to engage homebuyers earlier in their journey. From leveraging social media and personal branding to utilizing FinLocker’s cutting-edge tools, Brian shares actionable insights for mortgage professionals to thrive in today’s competitive landscape. Tune in to learn how you can rethink your approach and prepare for the...
2025-01-1536 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 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 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 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 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
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
The Loan Originators' EdgeBrian Vieaux, FinLocker 🎙️ Welcome to Episode 017 of the Scotsman Guide Author Showcase! 🎙️ In Episode 017 of the Scotsman Guide Author Showcase, Carl White interviews Brian Vieaux, President and COO of FinLocker, discussing Brian's article, “The Big Bad Wolf,” in the October 2023 issue of Scotsman Guide Residential Edition. With 28 years of experience in executive positions within the mortgage industry, Brian is dedicated to equipping mortgage lenders with digital financial tools that attract, engage, and retain clients. In this episode, we explore the shift from transaction-focused approaches to continuous engagement in mortgage lending. Tune in for invaluable insights into t...
2023-11-0229 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 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w Sue Buswell, Michelle Young & Samantha MarkwoodPrepare 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
2023-09-1759 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/fobbynaghmi
2023-09-1523 min
Loan Officer Life: Hustle, Heart and HomeownershipFintech Fridays w/ Alex Levi, TrustStarBrian talks with Alex Levi
2023-09-0819 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
The Walk PodcastEp 38 Traveling, life in startups and the art of problem solving with Andria Thomas of FinLockerEric Levin & Thomas Seelbinder goes on a walk with Chief Product Officer, Andria Thomas of FinLocker to all things from traveling, the importance of curiosity in the world of Product, the art that is problem-solving and life within startups.
2023-08-2944 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
Second Opinion Loan Officer PodcastFinancial Education and Modern Mortgage Marketing with Brian Vieaux - Finlocker DemonstrationFinancial education is the most important thing we can focus on as mortgage professionals in today's market.
Millennials and even Gen Z homebuyers will make up most real estate transactions for at least the next few years.
Brian Vieaux, President of Finlocker, joins me in this video to demonstrate how to use modern marketing tools to engage with early-entry, tech-savvy first-time homebuyers.
If you're a mortgage branch, Finlocker can be white-labeled, giving you your very own branded financial fitness tool that will give you a significant advantage over any brands not using these tools.
Individuals, there's an option for...
2023-08-1545 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
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2023-08-0229 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 minLoan Officer Life: Hustle, Heart and HomeownershipFintech Fridays Podcast - Achieving Positive ROI on Tech InvestmentsUsing 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...
2023-07-191h 00
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 LIVE Unlocking the Power of AI to Create HomeBuyer Funnels
Scott Schang joins me to walk you through using Google Bard and ChatGPT to identify the hottest first-time buyer markets, identify their pain points and desires, and build your pipeline today with tomorrow's home buyers.Scott will also share links to all of his slides and prompts so you can easily replicate this amazing strategy. You don't want to miss this!
2023-06-241h 01Loan 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 problems
2023-03-1025 minSecond Opinion Loan Officer PodcastCreating Homeowners with Brian Vieaux - FinLockerBrian Vieaux, president of Finlocker, is my guest on this episode of the Second Opinion Loan Officer Podcast. Brian joins me to discuss the best strategies to survive and thrive in a rising-rate market.
Primarily, we're talking about how to nurture early-entry homebuyers and how to get them on a path to mortgage readiness using tools like Finlocker.
In this conversation, Brian and I talk about building your pipeline with first-time and early-entry buyers so that you can build trust and earn their business once they are ready
Being conscious of this opportunity is...
2023-03-0741 min
Fintech HuntingSeason 4 Episode #156 Brian Vieaux, President & COO of FinLockerLadies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an amazing guest for you today. His Fintech Hunting episodes are some of the most listened to episodes ever. He is an industry expert, a CMB, a thought leader, fellow podcaster, and evangelist for educating consumers on their financial health while creating transparency throughout the mortgage process. Please help me welcome Brian Vieaux, CMB President & COO at FinLocker
🎙Let’s start with your outlook for the industry in 2023
🎙Challenges that lender are facing in today's mortgage market
🎙The importance for...
2023-01-1821 minFintech HuntingFintech Hunting Podcast episode #143 with two amazing guests Brian Vieaux, President of FinLocker and David Camp Co-founder & President HomeScoutLadies and gentlemen, welcome to a new episode of the Fintech Hunting Podcast. We have a very special episode for you today. We have two amazing guests. Our first is a repeat guest who has some of the most listened to Fintech Hunting episodes; he is a thought leader, technology evangelist, CMB, Podcaster, Brian Vieux, President of FinLocker, and our second guest is an industry thought leader as well, an expert at demand generation at the top of the funnel, please help me welcome David Camp co-founder and president of Homecourt.
🎙Let’s start with how the two of y...
2022-09-1428 min
Fintech BeatNavigating housing inflation, homeowners, and data: A conversation with Finlocker's Brian VieauxBrian Vieaux, the President of Finlocker, sits down to talk about the economy and how to reach prospective homeowners "before the point of thought." Learn more about your ad choices. Visit megaphone.fm/adchoices
2022-02-0122 min
CQ Roll Call Policy and PoliticsFintech Beat: Navigating housing inflation, homeowners, and data: A conversation with Finlocker's Brian VieauxBrian Vieaux, the President of Finlocker, sits down to talk about the economy and how to reach prospective homeowners "before the point of thought." Learn more about your ad choices. Visit megaphone.fm/adchoices
2022-02-0123 min
Fintech HuntingFintech Hunting Episode #107 with the amazing Brian Vieaux, CMB President & COO at FinLockerLadies and gentlemen welcome to a new episode of the Fintech Hunting Podcast. We have an amazing guest for you today. His Fintech Hunting episodes are some of the most listened to episodes ever. He is an industry expert, a thought leader, fellow podcaster, and evangelist for educating consumers on their financial health while creating transparency throughout the mortgage process. Please help me welcome Brian Vieaux, CMB President & COO at FinLocker
🎙Brian welcome back to the show?
🎙Let’s start we just finished a number of LIVE industry events, what were some of your key take-aways?
2021-11-1026 min
ClearCast — The Real Estate Fintech PodcastFinLocker President & COO Brian VieauxPrefer to watch this episode? Check it out here!🎧 Follow ClearCast on LinkedIn, Twitter, Facebook, and Instagram. 🎧EPISODE DESCRIPTIONJeff and Kenon wonder how they haven’t been cancelled. They discuss the housing supply shortage and Pebble, a wireless parking sensor company, that provides valuable parking data to real estate developers, municipalities, and parking operators. Jeff delivers the Real Estate Joke of the Pod, which is set in yet another bizarre world. They interview FinLocker President & COO Brian Vieaux.EPISODE BREAKDOWN– (01:33) News Story of the Pod– (08:03) Real Estate Joke of the...
2021-05-2743 min
The Walk PodcastEp 18. From the Corp Seat to Fintech and the Boxing Gym with Brian Vieaux of FinlockerBrian Vieaux, the President and COO of Finlocker, goes on The Walk with Eric Levin to talk about his time climbing the corporate ladder, transitioning into the startup world and his work with a Detroit Non-Profit Boxing Program that is helping transform the lives of children in his neighborhood.
2021-05-2041 minFintech HuntingFintech Hunting Episode #80 with the incredibly insightful Brian Vieaux, CMB President & COO FinLockerJUST RELEASED- Join us for this incredibly insightful episode of the Fintech Hunting Podcast where we discuss the current state of the mortgage industry, the importance of financial well being, technologies role in assisting with that well being, what's new at FinLocker, Innovation, Lending priorities and a new Fintech Podcast with the amazing Brian Vieaux, CMB President & COO at FinLocker.
Brian shares his wealth of knowledge and experience from working on the lender side of the business and the transition to the vendor side of the business. Don't miss his insights and expertise as he shares his y...
2021-04-2829 minFintech HuntingFintech Hunting Episode #50 with the incredible Brian Vieaux CMB, President of FinLockerJUST RELEASED, this dynamic and insightful 50th episode of the Fintech Hunting podcast where we talk about how the mortgage business has changed in 2020, technologies impact, the importance of the borrower experience, shifts in lending, top tech priorities for lenders in 2021 and so much more with the incredible Brian Vieaux CMB, President of FinLocker. Brian shares his wealth of knowledge and experience from working on the lender side of the business and the transition to the vendor side of the business. Don't miss his insights and expertise as he shares his years of experience in the mortgage space. and th...
2020-09-2328 min
Tearsheet Podcast: Exploring Financial Services TogetherHow Finlocker and Fiserv enhance data, lower costs, and increase throughput for mortgage originatorsWelcome to the Tearsheet Podcast. I’m Zack Miller.
We’ve got an interesting episode teed up for you today. It’s a case study with Finlocker and Fiserv. Finlocker is a super app that integrates with banks and other financial institutions to enable loans and financial transactions. Consumers consent to feed it with their bank account data and the personal finance assistant makes loan product recommendations.
President Brain Vieaux joins us on the podcast today to talk about how Finlocker enhances consumer data, lowers lending costs and increases throughput for mortgage originators as part of an overall financial welness scheme...
2020-05-2724 min
Money Matters Top Tips with Adam TorresAdam Torres interviews Brian Vieaux, President at FinLockerAdam Torres interviews Brian Vieaux, President at FinLocker in this episode.
Learn more about FinLocker here:http://finlocker1.com/1p/index2.html
Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.
Apply to be interviewed by Adam on our podcast:
https://www.moneymatterstoptips.com/podcastguest
2020-01-2716 minFintech HuntingFintech Hunting with special guest Brian Vieaux, President of FinLockerBrian is President of FinLocker. FinLocker is a consumer-enabled financial data platform that gives lenders access to critical borrower information via a trusted 3rd party that can be used to streamline the origination and underwriting processes for mortgages and other financial products. It reduces costs, time, and risks for all participants in the loan life-cycle, while expediting the data collection, verification, and analytics processes.
Brian shares his wealth of knowledge and experience from working on the lender side of the business and the transition to the vendor side of the business. Don't miss his insights and expertise as...
2020-01-2230 min