Loan Officer Life: Hustle, Heart and Homeownership

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 marketi...

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...

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...

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...

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 develope...

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...

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 Ass...

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, w...

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 produc...

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...

On 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-rel...

📣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...

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 tec...

If 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 condit...

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!

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.

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 reso...

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...

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...

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 s...

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.

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