Episodes

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.

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.

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 increas...

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 #vendorriskmanageme...

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% Origi...

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: Be...

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 pr...

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

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 #m...

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 ✔️...

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

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 #mortgagesof...

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 t...

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 cust...

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-related organizations that support disadvantaged youth. Ryan organizes the Chicago Real Estate Rumble, a c...

📣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...

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, ...

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 conditions and how to build relationships with next year’s home buyers. #positivemindset #buildyourdatabase #buildy...

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 resonates with homebuyers and homeowners to attract, engage, and convert while providing operational eff...

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.

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.

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 @...