Episodes

Episode Title: The Great POS Debate: Big POS vs. Other POS Episode Overview: Welcome back to Fintech Fridays, the podcast where we dive into all things fintech with a twist of humor! In this special episode, we bring you a hilarious yet insightful debate that pokes fun at the big players in the mortgage industry. Join our host Brian as he moderates a lively debate between two industry characters: "The Big POS Guy" and "The Other POS Guy." Brian is joined by Matt and Jerry from Mortgage Automatio...

Summary Uday Devalla, CTO at Sagent, discusses the current landscape of mortgage servicing and the need for modernization. He introduces Sagent's future state platform, Dara, which is an end-to-end servicing platform that aims to change the industry. Uday emphasizes the importance of a single platform that provides a real-time, seamless experience for both consumers and operators. He also highlights the role of AI and machine learning in improving efficiency and engagement in servicing. Uday sha...

Summary 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 conver...

Summary Snap is a data and workflow company focused on re-engineering commodity products in the mortgage space. Their core focus is on driving costs down and delivering savings to end users. They started with the flood product and have plans to expand into fraud tools and loan analytics. Their target customers are mortgage companies, and they aim to reduce costs for lenders through their efficient data stack and automation. Snap's strategy is to disrupt the status quo and offer better alternativ...

Summary 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...

Summary Ryan Sandler, the founder and CEO of TrueWork, discusses the lack of transparency and privacy in sharing personal financial data, particularly in income verification. He shares his aha moment when he discovered the extent of data sharing and the need for a solution. TrueWork's platform enables secure access to employment income data, providing a seamless experience for both lenders and consumers. Sandler explains the waterfall process of income verification and the importance of automati...

Summary 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 backgrou...

SummaryIn 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 ch...

Summary 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' ...

FinTech 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 chall...

Summary 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 Dar...

Summary 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 ...

SummaryIn 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 consum...

Summary 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 t...

Summary 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 ...

On today’s Fintech Fridays #podcast, Brian Vieaux is joinedby 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 loansfor asset managers, investors, mortgage lenders and servicers. 🎧 Listen now 👉 #mortgage #mortgageservicing #mortgagetechnology https://www.linkedin.com/in/david-maland-85b8a0...

On today’s Fintech Fridays #podcast, Brian Vieaux is joinedby Branden Cobb, a Fractional Chief Marketing Officer with MarketingExec.us.Branden shares how real estate and mortgage companies that are growing or haverecently downsized can leverage the services of a fractional CMO to gainstrategic perspectives on rebranding, market expansion, and demand generationwithout the overheads of a full-time permanent CMO. Branden delves into actionable tactics for real estateagents and mortgage compan...

On 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://...

On 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 foll...

Interested 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, ...

Want 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...

Brian 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 mark...

Want 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 conversi...

On 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...