We will explore:

During this webinar, you’ll learn:

• How has technology changed the relationships with Agents and Lenders over the last few years?

• Do you see technology being leveraged more with Lenders, Agents or both?

• How do you see agents leveraging technology in their business now? And more!

Speakers:

Michael Guidotti, VP, Integration and Branch Technology, American Pacific Mortgage

Sue Woodard, Chief Customer Officer, Total Expert

Brad L’Engle, Loan Officer, Guild Mortgage Company

Robert Shumake, Account Executive, Simple Nexus

Sponsored by: Insellerate

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Join us for this timely and insightful webinar where we discuss how the pandemic has accelerated the convergence of consumer direct and retail lending principles to usher in new era of digital lending. We will discuss the importance of borrower intelligence & retention as a new hybrid lending model emerges, the solutions needs to better engage with your customers, and how to create borrowers for life in today’s digital lending environment.

You’ll learn:

Features needed for this new hybrid model.
The power of alerts and notifications for better borrower engagement.
How borrower intelligence and retention is changing the game for lenders.
Understanding Data and key borrower touchpoints.
Turning Borrower Data Into Actionable Insights.
Being Able to craft the right message at the right time with the right offer.

Sponsored by: Insellerate

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RSVP today to gain valuable insights and subject matter expertise on the importance of coupling technology with process heavy functions in the mortgage manufacturing workflow.The importance of identifying where additional technology can be applied within the workflow is key to having a frictionless transformation. 

Highlights include creating efficiencies and reducing turn times to streamline mortgage operations, with an emphasis on how this supports the sales and marketing efforts in effectively managing loan volumes in both a purchase and refi market.

Sponsored by: Insellerate

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Join us each month for an insightful conversation with industry thought leaders on hot topics surrounding the residential and commercial mortgage industry.

Google Calendar

iCal Export

Join us each month for an insightful conversation with industry thought leaders on hot topics surrounding the residential and commercial mortgage industry.

Google Calendar

iCal Export

Join us each month for an insightful conversation with industry thought leaders on hot topics surrounding the residential and commercial mortgage industry.

Google Calendar

iCal Export

Join us each month for an insightful conversation with industry thought leaders on hot topics surrounding the residential and commercial mortgage industry.

Google Calendar

iCal Export

In many ways, the lockdown to control CoVID-19 forced our industry to truly and earnestly embrace digital. With no way out, mortgage banks solved the core processing problems of becoming fully digital. We now stand at a dividing moment between digital and the familiar. As COVID-19 lockdowns are relaxed, what has yet to become digital in full? How short has that transformation fallen? This webinar is an exploration of the differences between transactional digital and truly digital. We will explore the new way customer relationships can be created, nurtured, and actioned in the context of the wither home ownership experience.

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