Episodes

Summary In this episode of FinTech Fridays, Brian Vieaux welcomes back Spencer Dusebout, CEO of ADM, to discuss the evolution of the company, the importance of bridging the gap between enterprise needs and producer autonomy, and the role of data in enhancing loan officer performance and consumer engagement. They explore how insights derived from data can change behaviors, the future of loan officers in a relationship-oriented market, and the current trends affecting the mortgage industry. Takeaw...

Summary In this episode of FinTech Fridays, Brian Vieaux interviews Bruce Gehrke from JD Power about the 2024 Originations Customer Satisfaction Survey. They discuss the survey methodology, shifts in consumer preferences towards personal interaction, and the importance of early engagement in the home buying process. The conversation also touches on the satisfaction levels of first-time home buyers and the role of loan officers in enhancing customer experience. Bruce dispels myths about JD Power'...

Episode Summary: In this episode, host Brian Vieaux takes a unique detour from traditional fintech discussions to explore how T-Mobile is addressing financial and digital inequities in education. Brian welcomes Sephali Thakkar, an Education Ambassador and Solutions Innovator at T-Mobile, to discuss the company's initiatives to bridge the digital divide and support under-resourced schools and communities through technology, connectivity, and sustainable funding strategies. Key Highlights: 1. Digi...

Summary In this episode of FinTech Fridays, Brian Vieaux and Geoff Zimpfer discuss the evolving landscape of mortgage marketing, emphasizing the importance of personal branding, diversifying lead sources, and the hybrid loan officer model. They explore strategies for loan officers to enhance their business through education, networking, and effective content creation, while also stressing the significance of maintaining quality in their outreach efforts. The conversation wraps up with actionable...

In this episode of FinTech Fridays, Brian Vieaux interviews Brad Blumberg, co-founder of Aster Key. They discuss Brad's background in real estate and technology, the inception of Aster Key, and the importance of consumer empowerment and data security in the mortgage industry. Brad shares insights on the challenges of data protection and the need for consumers to control their financial personas. The conversation also touches on the potential for Aster Key to expand beyond mortgages and the b...

Summary In this episode of FinTech Fridays, Brian Vieaux and Stephen Cooley discuss the significance of mortgage advisor tools for loan officers, emphasizing the need for centralized resources in the mortgage industry. They explore the 95-5 rule in technology sales, highlighting that only a small percentage of the market is actively seeking solutions. The conversation underscores the importance of understanding market dynamics and leveraging available tools to enhance business operations in the ...

Summary In this episode of FinTech Fridays, Brian Vieaux speaks with Pramod Kollamparambil (PK) about the innovative platform Loanscape, which aims to streamline the broker onboarding process in the mortgage industry. They discuss the importance of leveraging LinkedIn for networking, the challenges faced by lenders, and how Loanscape addresses these issues through user-friendly technology and solid support. PK shares insights on customer involvement in product development and the future of the p...

Summary In this episode of Fintech Fridays, Brian Vieaux interviews Mike Ferraci, the founder of Red Button Media, about the recent changes on LinkedIn and the importance of consistent video content. Mike shares that LinkedIn has introduced a new video feed and a video tray, making it easier for users to discover and consume video content. He emphasizes the need for businesses to create video content with the intention of building relationships and connecting with new audiences. Mike also discus...

Summary Laura Witte, part of the Truth and Lending team at Highland Mortgage, shares her experience in the mortgage industry and the importance of transparency and advocacy for clients. She discusses the strategies she uses to maintain a pipeline of clients at various stages of the homebuying process, including regular communication and personal touches. Laura also emphasizes the need for loan officers to stay informed about market trends and educate their clients on potential opportunities for ...

Summary In this episode of FinTech Fridays, Brian Vieaux interviews Stephen Cooley, the founder of Mortgage Advisor Tools. Mortgage Advisor Tools is a free resource for mortgage lenders to find new technology and services. It serves as a search engine for lenders to discover and explore various tools and services in the mortgage industry. The platform aims to help lenders find new resources and solutions to their problems. Brian shares his personal experience using the platform and highlights th...

Summary Andrew Penner, founder and CEO of Milo, joins Brian Vieaux on FinTech Fridays to discuss their product and how it helps loan officers engage with consumers. Milo is a platform that engages customers on a regular basis and monitors their activities to identify high opportunity prospects. The platform provides branded home value reports to educate customers on their options and uses conversational AI to qualify customers and automate outreach on behalf of loan officers. The goal is to help...

Summary Tim Rood, co-founder of Impact Capitol DC, discusses his product called Alfred, which uses generative AI to provide real estate and mortgage professionals with valuable insights and content. Alfred can generate newsletters, answer questions, and provide market analysis. Rood highlights the potential use cases for loan officers, such as sourcing referral relationships and helping clients find affordable housing options. He also emphasizes the importance of staying informed in the industr...

Summary In this episode of FinTech Fridays, Brian Vieaux interviews Matt Marx, the founder of eVocalize. They discuss eVocalize's journey and its mission to automate highly sophisticated, high-performance marketing programs for local businesses in the real estate and mortgage industries. They explore the changing landscape of lead generation and the need for digital strategies. Matt explains how eVocalize's platform helps loan officers build a community of prospective home buyers and leverage da...

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...