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FinLocker
United States
Приєднався 30 жов 2020
Achieve homeownership and other financial goals with tools and resources in our all-in-one financial fitness app.
Fintech Fridays w/ Spencer Dusebot, Aidium
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.
Takeaways
The rebranding of ADM reflects a focus on bridging enterprise and producer needs.
Data silos in mortgage companies hinder producer performance.
Automation and data insights can significantly improve loan officer efficiency.
Engaging consumers with real-time data can change their behavior positively.
The relationship between loan officers and consumers is becoming more critical in today's market.
Loan officers need to adapt to a consulting mindset rather than a transactional one.
The current market presents unique challenges and opportunities for loan officers.
Understanding consumer behavior is essential for effective engagement.
The importance of continuous adaptation in the mortgage industry is paramount.
Collaboration between platforms can enhance overall consumer experience.
Chapters
00:00 Introduction and Company Evolution
04:03 Bridging the Gap: Enterprise and Producer Needs
08:09 Data-Driven Insights for Loan Officers
12:10 Enhancing Consumer Engagement through Data
16:03 The Future of Loan Officers and Consumer Relationships
20:04 Market Trends and Industry Adaptation
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.
Takeaways
The rebranding of ADM reflects a focus on bridging enterprise and producer needs.
Data silos in mortgage companies hinder producer performance.
Automation and data insights can significantly improve loan officer efficiency.
Engaging consumers with real-time data can change their behavior positively.
The relationship between loan officers and consumers is becoming more critical in today's market.
Loan officers need to adapt to a consulting mindset rather than a transactional one.
The current market presents unique challenges and opportunities for loan officers.
Understanding consumer behavior is essential for effective engagement.
The importance of continuous adaptation in the mortgage industry is paramount.
Collaboration between platforms can enhance overall consumer experience.
Chapters
00:00 Introduction and Company Evolution
04:03 Bridging the Gap: Enterprise and Producer Needs
08:09 Data-Driven Insights for Loan Officers
12:10 Enhancing Consumer Engagement through Data
16:03 The Future of Loan Officers and Consumer Relationships
20:04 Market Trends and Industry Adaptation
Переглядів: 16
Відео
Fintech Fridays w/ Bruce Gehrke, JD Power
Переглядів 4521 день тому
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 buy...
Fintech Fridays Podcast w/ Sephali Thakkar, Educational Ambassador & Solutions Innovator, T-Mobile
Переглядів 19Місяць тому
Fintech Fridays Podcast w/ Sephali Thakkar, Educational Ambassador & Solutions Innovator, T-Mobile
Fintech Fridays w/ Geoff Zimpfer - Become 5 Mile Famous
Переглядів 29Місяць тому
Fintech Fridays w/ Geoff Zimpfer - Become 5 Mile Famous
Fintech Fridays w/ Brad Blumberg, Aster Key - Consumer Control: New Era in Fintech
Переглядів 602 місяці тому
Fintech Fridays w/ Brad Blumberg, Aster Key - Consumer Control: New Era in Fintech
Fintech Fridays w/ Pramod Kollamparambil, Loanscape
Переглядів 213 місяці тому
Fintech Fridays w/ Pramod Kollamparambil, Loanscape
KeySteps Consumer Registration Process
Переглядів 1093 місяці тому
KeySteps Consumer Registration Process
KeySteps Financial App for Homebuyers & Homeowners
Переглядів 653 місяці тому
KeySteps Financial App for Homebuyers & Homeowners
Fintech Fridays w/ Mike Faraci, Red Button Media
Переглядів 114 місяці тому
Fintech Fridays w/ Mike Faraci, Red Button Media
Fintech Fridays w/ Laura Witte, Truth & Lending Team
Переглядів 94 місяці тому
Fintech Fridays w/ Laura Witte, Truth & Lending Team
FinLocker Loan Officer Success Stories: Leveraging Technology to Enhance Consumer Engagement
Переглядів 614 місяці тому
FinLocker Loan Officer Success Stories: Leveraging Technology to Enhance Consumer Engagement
Fintech Fridays Podcast w/ Steven Cooley, Mortgage Advisor Tools
Переглядів 125 місяців тому
Fintech Fridays Podcast w/ Steven Cooley, Mortgage Advisor Tools
Fintech Fridays w/ Andrew Penner, Founder & CEO Milo
Переглядів 215 місяців тому
Fintech Fridays w/ Andrew Penner, Founder & CEO Milo
Fintech Fridays w/ Tim Rood, Founder Impact Capitol DC
Переглядів 436 місяців тому
Fintech Fridays w/ Tim Rood, Founder Impact Capitol DC
Fintech Fridays - Special Episode - Big POS v Other POS Debate
Переглядів 226 місяців тому
Fintech Fridays - Special Episode - Big POS v Other POS Debate
Fintech Fridays w/ Matt Marx, CEO, Evocalize
Переглядів 507 місяців тому
Fintech Fridays w/ Matt Marx, CEO, Evocalize
Fintech Fridays w/ Uday Devalla, CTO at Sagent
Переглядів 1637 місяців тому
Fintech Fridays w/ Uday Devalla, CTO at Sagent
Fintech Fridays w/ Al Pitzner, Comforma Compliance Group
Переглядів 288 місяців тому
Fintech Fridays w/ Al Pitzner, Comforma Compliance Group
Fintech Fridays w/ Will Caldwell, CEO Snap
Переглядів 238 місяців тому
Fintech Fridays w/ Will Caldwell, CEO Snap
Credit Triggers -The View From DC & Broker Action Coalition
Переглядів 198 місяців тому
Credit Triggers -The View From DC & Broker Action Coalition
Fintech Fridays w/ Brandon Spriggs, CEO & Co-Founder Surveyloop
Переглядів 139 місяців тому
Fintech Fridays w/ Brandon Spriggs, CEO & Co-Founder Surveyloop
Credit Triggers: An In-Depth Discussion with Taylor Stork from Community Home Lenders of America
Переглядів 199 місяців тому
Credit Triggers: An In-Depth Discussion with Taylor Stork from Community Home Lenders of America
Credit Triggers: The View From DC & Mortgage Bankers Association
Переглядів 299 місяців тому
Credit Triggers: The View From DC & Mortgage Bankers Association
Fintech Fridays Podcast w/ Ryan Sandler, CEO Truework
Переглядів 709 місяців тому
Fintech Fridays Podcast w/ Ryan Sandler, CEO Truework
How Loan Officers Can Thrive by Making a Difference with Dale Vermillion
Переглядів 349 місяців тому
How Loan Officers Can Thrive by Making a Difference with Dale Vermillion
The Power of Social Media & Financial Education to Attract & Nurture Homebuyers with Abdel Khawatmi
Переглядів 329 місяців тому
The Power of Social Media & Financial Education to Attract & Nurture Homebuyers with Abdel Khawatmi
Rethink Everything: You "Know" About Being A Next Gen Loan Officer - Book Launch - Meet The Experts
Переглядів 1329 місяців тому
Rethink Everything: You "Know" About Being A Next Gen Loan Officer - Book Launch - Meet The Experts
Mortgages & More Podcast w/ Liz Short, Founder Short Solutions
Переглядів 279 місяців тому
Mortgages & More Podcast w/ Liz Short, Founder Short Solutions
Ryan is a complete idiot who allowed Ben Bulliet and Melissa Maddux to run Truework into the ground. The company is plagued with racism, nepotism, and downright lies. Look at the reviews on their company reviews on google if you have any doubts.
Thanks for hosting an impactful conversation Brian!
Always a pleasure to chat with Brian and talk DPA! Thanks for the opportunity!
Two of my favorites in this industry. Great conversation!
This was awesome! Rob, you always make me grateful to be part of such an amazing company and team! Hi Brian!
Great to be on the show, brother! Also just realized that “you know” is my go-to filler word… gotta work on that. 😬
Thanks for having Matthew Marx on the podcast! 🙌 Lead generation is rapidly changing with the new FCC rules. It's crucial to get ahead now. We make powerful local digital marketing EASY and AUTOMATED for loan officers and real estate agents.
Your brother is a sex offender of a child and your mother is a horror
It's not neff it's neef
*Promo sm* 👌
❤❤❤. Looking forward to growing!!! ✌🏾❤️💪🏾💪🏾💪🏾
this is not human
"FIND YOUR SPOT" !!!
Katherine Campbell is the best!!!
Restaurant- The Grove. They’ve got enough menu variety that I’d have plenty of options. Amazing wine list. Who plays Kyle and Brian in “Rethink Everything: The Movie”: Seth Rogan and Richard Gere, respectively. 😉
Too funny............
Great work Brian! Looking forward to following this.
Great
Scott’s the best ✊
31:00 mark i meant i have watched a million of these, have not been on a million. This number might have been inflated and would need The Fed to raise rates to lower the estimate.
Banks will help by Averaging the Scores and make adjustments to LTV requirement’s although they have no idea how it would perform. Also, wouldn’t that scratch the Soft Pull business?
Good information Thank you
a great interview, thank you.
Looks awesome! Super easy to use. I'm mostly interested in the fact you can invest in real estate through it. If I have an IRA can I roll it over to a self-directed IRA and invest in rental properties through that way?
Can a borrower sign up on the site and determine possible lower pmt options before spending the $249 to enact the program?
suppppper expensive
Promo SM 😻
Great conversation!
Great insight on how to use these tools to optimize work.
Please get a decent microphone Matt I want to listen but you sound muffled. All the best.
We see you FinLocker!
💞 "Promo sm"
Great information!!
Thank you khash
great job guys!!
Hey Brian, cool feature we have on the real estate sites is that you can enable forced registration or registration after a certain number of property views.
This is an excellent software / app that one can use to help new and existing homebuyers build generational wealth.