Mortgages and other products of the lending industry operate on a purely transactional and sales-focused basis these days. Why not bring back the early days of banking, when loans were built upon trust? This is the mission of Trust Engine, a new borrower intelligence platform developed by Dave Savage and Alex Kutsishin. Dave and Alex join us in … [Read more...]
02-08-2023 Does Your Business Need A Financial Win In 2023 – Let’s Talk About ERC With Lee Gillispie
Chances are you’ve already heard of the PPP, because who hasn’t? But have you heard about the ERC? It stands for Employee Retention Credit, and it’s a program under the CARES Act that similarly helps business owners bounce back from COVID but in a totally different way. Under this program, a business that has retained employees during COVID can get … [Read more...]
02-01-2023 Driving Efficiency And Reducing Loan Manufacturing Costs Through Process Improvement With Keith Polaski Of Radius Financial Group
In a lot of places in the loan origination space, there seems to be a serious lack of commitment towards business process improvement. But it is clearly one of the drivers of increased inefficiency and more profitable operations. What are we not doing today that we need to pay attention to moving forward? This is what Keith Polaski of Radius … [Read more...]
01-10-2023 Creating Superfan Customers With Brittany Hodak
Every lending business could use a superfan, but what really are they, and just how much can they really help? In this episode, David Lykken is joined by award-winning entrepreneur, author, and customer experience speaker Brittany Hodak. Here, Brittany shares what superfans are, how important they are to a business, and how to create them! Tune in … [Read more...]
12-30-2022 Primetime For Investing In Your Mortgage Technology Mix With Ben Miller Of SimpleNexus
As the cycles shift, what is one thing you need to invest in right now to keep your mortgage business afloat? Today’s guest says it’s primetime for mortgage technology. Join host David Lykken as he chats with SimpleNexus CEO Ben Miller about why he thinks software is something business owners need to focus on. Ben also shares how the company was … [Read more...]
12-26-2022 Global health crisis with Tosh James
We should be focusing on all aspects of our physical health, if something is not right with your body, you should listen to it and take appropriate action. In This episode, David Lykken is joined by Tosh James, founder of an elite wellness consulting firm. He has an exclusive list of clients from celebrities to athletes. He just launched his book … [Read more...]
12-23-2022 New loan quality services: What’s on the horizon for 2023 with Sara Knochel of Candor Technology
Assessing loan quality has always been the realm of underwriters. But for the past couple of years, AI-enabled technologies have taken over the bulk of the work from human underwriters, making them more efficient and productive at their jobs. This is what technological innovations like Candor do. In this episode, Sara Knochel, CEO of the tech … [Read more...]
12-22-2022 How lenders can best leverage technology to drive opportunity now and in the future with Dawar Alimi and Paul Orlando of Lender Price
There is no shortage of SaaS solutions for lenders out there, but how can they best leverage the available technology to drive opportunity? David Lykken discusses this on the show with Dawar Alimi and Paul Orlando of Lender Price. Lender Price is a leading SaaS-based mortgage pricing and underwriting engine. Dawar and Paul bring their decades of … [Read more...]
12-14-2022 The new normal: Fundamental changes in the Mortgage market and the rise of Non-QM with Arthur Prieston of Prieston Capital
The mortgage market is going through some fundamental changes, and it’s best to be prepared for what’s to come. Is there a rise in non-Qm, and what should be done about it? In today’s episode with host David Lykken, and co-hosts David Kittle and Marc Helm, they interview Arthur Prieston to pick his brains on what moves to make in this crucial time. … [Read more...]
12-09-2022 The state of the Broker / Wholesale Market with Austin Niemiec of Rocket Pro TPO
We’re currently experiencing the most aggressive shift in the industry, and the speed at which the market has changed is clear proof of it. There’s a lot to consider regarding how businesses in the industry will adapt to these changes. Here to share his unique perspective on the matter is Austin Niemiec, Executive Vice President of Rocket Pro TPO. … [Read more...]
12-07-2022 How Milestones helps Mortgage Providers in non-transactional times with Dustin Gray and Ashley Terrell
In these non-transactional times, people just up and leave others as soon as they get what they want. They forget that, at the end of the day, the real estate business is a people business. You need to build relationships to grow, and you can't do that with just a single transaction. David Lykken's guests today are from a company that is all about … [Read more...]
12-02-22 Lenders One opens branded mortgage branch locations at select Walmart Stores in Florida and New Jersey
Lenders One was able to successfully partner with Walmart so that they can open stores inside Walmart. This relationship has led to many different value propositions for Lenders One when it comes to reaching out to an even wider audience. Now together with Walmart, they are educating potential homebuyers on how to buy a home. Join David Lykken as … [Read more...]
11-30-2022 Candor Technology: Helping Lenders And Changing The Mortgage Industry With Tom Showalter, Sara Knochel, And Earl Booker III
The market can be very unpredictable, but even more now, with all the challenges happening in the world. That is why we need to do a better job of keeping out and mitigating risks. Candor Technology has been doing exactly that, helping lenders make the highest quality decision possible across the lending lifecycle. In this episode, David Lykken is … [Read more...]
11-25-2022 The Circle Of Referrals Book And Originators Guide Magazine With Tim Davis Of Atlantic Bay Mortgage
Many top producers have been consistent in their business for years. Do you know what that one simple concept the top producers are doing? In this episode, Tim Davis, the Vice President of Strategic Growth and Internal Coaching at Atlantic Bay Mortgage Group, unravels that secret and explains how it works. Their secret is the circle of referrals … [Read more...]
11-11-2022 Using Your Warehouse Lender As An Advisor With Drey Roberts Of Independent Financial
If you're not comfortable with your warehouse lender, you may be overlooking a valuable resource because guess what? A warehouse lender can be an advisor when selecting and financing the equipment you need for your business! In today’s episode, Drey Roberts uncovers how warehouse lenders can help you grow your company by providing access to the … [Read more...]
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