mortgage banking

On this latest episode of Actualizing Success, Actualize Consulting's Partner Matt Seu and Managing Director Jay Wright share their expert insights and discuss what we can expect in the Mortgage Market in 2024. Join our industry experts as they discuss how intelligent lenders and servicers invest in technology and think outside the box to prepare for this year. 

Listen to learn more about:  

• Explore loan origination and defaults 
• Impact of mortgage technology vendors  
• Discuss the core technologies that could revolutionize the industry (low-code platforms and AI) 
• How intelligent lenders and servicers can invest in technology and think outside the box to prepare for the future    

About Matt Seu 

• Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.  
• Email: mseu@actualizeconsulting.com 

About Jay Wright 

• Jay has extensive experience leading people, programs, strategy, and solution delivery efforts for commercial organizations and federal clients. He has in-depth knowledge of the mortgage industry and over twenty-five years of experience leading Enterprise Information Management (EIM) and Business Transformation practices and initiatives. Jay’s areas of expertise include EIM, business intelligence and analytics, data governance, risk and controls, and business process reengineering and transformation.  
• Email: jwright@actualizeconsulting.com 

Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.   

More Info:   
Website: www.actualizeconsulting.com   

If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.   

In this episode, I discuss the excitement of completing my pod pitch invites tick sheet and the importance of tracking performance. I share my journey from telemarketing in a boiler room to making millions in phone sales and mortgage banking. I reveal how tracking my activities with tick sheets has been the backbone of my success. I also explore the origins of Pearson's law, which states that when performance is measured, it improves, and when it's measured and reported back, the rate of improvement accelerates. Join me as I reflect on the significance of tracking and the potential it holds for growth and success.

Encapsulated Show Notes:

• The excitement of completing my pod pitch invites tick sheet and the sense of legitimacy it brings to my process.
• My journey from telemarketing in a boiler room to making millions in phone sales and mortgage banking.
• The importance of tracking activities with tick sheets and how it has been the backbone of my success.
• The origins of Pearson's law and its significance in measuring and improving performance.
• The potential for growth and success that comes with tracking performance and activities.

Guest Speak On 50 Podcasts In 100 Days!  Join The Influence Army Waitlist HERE!

Join My Newsletter Here!

Email me: contact@belove.media

For social Media:      

FaceBook - https://www.facebook.com/MrMischa

LinkedIn - https://www.linkedin.com/in/mischaz/

Subscribe and share with your business associates who could use a listen!

In this episode, I share how I transitioned from the classic 'Always Be Closing' sales mentality to a more nuanced approach in today's digital marketing world. I explore the concept of 'Always Be Qualifying' and reveal how to lead your conversations strategically to determine if a person or business is the right fit. Listen in as I offer insights on improving your digital marketing efforts by pre-qualifying your audience to guide them towards a 'yes' or 'no'.

Encapsulated Show Notes:

• Introduction to the 'Always Be Closing' concept and its origins in sales.
• Discussion on gender dynamics in sales and financial services.
• My journey through telemarketing, door-to-door sales, and the creation of telemarketing teams.
• Introduction to the 'Always Be Qualifying' concept, emphasizing continual assessment of potential clients or partners' fit.
• Transitioning traditional sales tactics into the digital marketing space.
• The importance of pre-qualifying in digital content creation and the fatal flaw in many people's web offerings.
• The strategic advantage of guiding potential customers towards a decision.
• A practical example from my experience as a mortgage banker, demonstrating the power of pre-qualifying.

Join The Influence Army Here! https://www.theinfluencearmy.com/FML

Guest Speak On 50 Podcasts In 100 Days!  Join The Influence Army Waitlist HERE!

Join My Newsletter Here!

Email me: contact@belove.media

For social Media:      

FaceBook - https://www.facebook.com/MrMischa

LinkedIn - https://www.linkedin.com/in/mischaz/

Subscribe and share with your business associates who could use a listen!

 In this episode, Actualize Consulting’s Partner Matt Seu and COO Kerry Wekelo discuss mortgage industry updates, trends, and expectations for the year ahead. Matt shares insights and feedback he has received while attending various industry events. They discuss how housing supply shortages and high-interest rates affect the industry and the importance of affordable housing, bank stability, and fintech. 

Listen to learn more about:  

- Updates and insights that influence the future trends 

- Housing market and interest rate projections 

- Changes we might see with banks and lenders  

- Factors that could contribute to positive market changes in the future 

About Matt Seu 

• Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.  

  - Email: mseu@actualizeconsulting.com 

About Kerry Wekelo 

• Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes. 

  - Email: kelam@actualizeconsulting.com 

Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions, please contact Matt Seu. 

More Info: 

Website: www.actualizeconsulting.com 

If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com. 

            In this episode, Actualize Consulting's Founder and Principal Chad Wekelo and our Chief Operating Officer, Kerry Wekelo discuss the inception of Actualize 20 years ago what you can see from Actualize in the future.

 You will learn:

-          How the name Actualize Consulting was determined.

-          Why the business was formed.

-          What you will see looking forward.

About Chad Wekelo-          

Chad Wekelo, CFA, CPA, is the Founder and Principal at Actualize Consulting and leads the Capital Markets and Treasury practice group for the firm. Chad is a subject matter expert in Treasury, Risk Management, and Accounting with specialization in financial transformation, vendor evaluations and implementations of Treasury, Risk Management and Accounting systems. He is a licensed CPA and holds the CFA designation. 

About Kerry Wekelo-          

Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes. 

             Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review.

Actualize Consulting:

On this latest episode of Actualize Consulting’s Podcast, Actualizing Success, Partner Matt Seu and Senior Manager Jon Cooper discuss The Future of the Mortgage Industry–Post Pandemic. They discuss digital mortgages and how affordable housing, rates, supply, and the economy will continue to impact the industry. Available now on iTunes, Spotify, or your preferred platform.

Matt Seu:

The pandemic accelerated digital transformation, and the shift changed the mortgage industry. On this latest episode of Actualizing Success, I am joined by Actualize Consulting’s Senior Manager Jon Cooper to discuss The Future of the Mortgage Industry–Post Pandemic. We discuss the mortgage industry trends that emerged over the last two years, which are here to stay, and which will fade away. 

Jon Cooper:

It is time to pause and look at how the mortgage industry will move forward in this post-pandemic environment. In this episode of Actualizing Success, I am joined by Actualize Consulting’s Partner Matt Seu to discuss the future of digital mortgages and how affordable housing, rates, supply, and the economy will impact the industry.

Listen at www.actualizeconsulting.com/podcast

In this episode we are in conversation with Dan Sogorka, CEO & President of Sagent Lending - a cutting edge technology company that modernizes the lending and homeownership experience for loan servicers and millions of consumers across the country.

In this episode Dan dives deep into how mortgage servicing can be made seamless for the end consumer, especially when many borrowers are set to exit forbearance.

He also talks about how servicers can improve customer retention by striking a balance between building the right data infrastructure and providing a high touch concierge experience.

To learn more listen to the complete episode.

This episode is hosted by Vaultedge.

Vaultedge is a mortgage automation software that helps you produce & service more loans doing less work. You can visit us on https://www.vaultedge.com/ 

In this episode we are in conversation with Gagan Sharma, CEO & President of BSI Financial Services, a family of companies that specializes in loan subservicing and special servicing, loan quality control and loss mitigation services. 

Today, BSI services more than 175,000 agency and non-agency mortgages and is an approved servicer for Fannie Mae, Freddie Mac, FHA, VA and HUD, in addition to private investors.

As post COVID relief is set to expire soon, Gagan talks about how mortgage servicers can reduce friction  & create a seamless digital experience for consumers exiting forbearance. 

He also talks about investing in the right technology infrastructure that can help servicers build scalable capabilities to help consumers in a time-responsive manner.

Listen to the complete episode to learn more.

This episode is hosted by Vaultedge.

Vaultedge is a mortgage automation software that helps you produce & service more loans doing less work. You can visit us on https://www.vaultedge.com/ 

In this episode we are in conversation with Jay Promisco, President of Originations at Sierra Pacific Mortgage. Jay has over decades of experience in the mortgage industry and has been key in implementing several technology initiatives at Sierra Pacific including a custom LOS for retail & TPO - ExpressLoans.

Jay talks about the key areas where technology implementations can help lenders become more nimble while reducing their cost of production. He also shares his framework of evaluating a new tool or integration to ensure that it delivers a handsome ROI in near to long term

Dive into this episode to get practical insights on how lenders can avoid the 'shiny new thing' syndrome while assessing technology implementations within their business.

This episode is hosted by Vaultedge.

Vaultedge is a mortgage automation software that helps you produce & service more loans doing less work. You can visit us on https://www.vaultedge.com/ 

Prefer to watch this episode? Check it out here!

🎧 Follow ClearCast on LinkedIn, Twitter, Facebook, and Instagram. 🎧

EPISODE DESCRIPTION

Jeff and Kenon check in with each other. They discuss Propy's historic auction of the world’s first real estate NFT. Jeff delivers a larger-than-life Real Estate Joke of the Pod. They interview Kukun Founder & CEO Raf Howery.

EPISODE BREAKDOWN

– (00:42) Intro
– (01:45) Propy's real estate NFT
– (06:35) Real Estate Joke of the Pod
– (11:03) Kukun Founder & CEO Raf Howery

ABOUT CLEARCAST PODCAST

ClearCast is the real estate fintech podcast by Clear Capital, co-hosted by Jeff Allen, EVP of innovation labs, and Kenon Chen, EVP of corporate strategy. Each month, we bring you compelling stories and revolutionary ideas from the people, companies, and institutions at the intersection of real estate, finance, and technology. Want to be a guest on the show? Email Matt Lush at matt.lush@clearcapital.com.

Prefer to watch this episode? Check it out here!

🎧 Follow ClearCast on LinkedIn, Twitter, Facebook, and Instagram. 🎧

EPISODE DESCRIPTION

Jeff and Kenon wonder how they haven’t been cancelled. They discuss the housing supply shortage and Pebble, a wireless parking sensor company, that provides valuable parking data to real estate developers, municipalities, and parking operators. Jeff delivers the Real Estate Joke of the Pod, which is set in yet another bizarre world. They interview FinLocker President & COO Brian Vieaux.

EPISODE BREAKDOWN

– (01:33) News Story of the Pod
– (08:03) Real Estate Joke of the Pod
– (13:44) FinLocker President & COO Brian Vieaux

ABOUT CLEARCAST PODCAST

ClearCast is the real estate fintech podcast by Clear Capital, co-hosted by Jeff Allen, EVP of innovation labs, and Kenon Chen, EVP of corporate strategy. Each month, we bring you compelling stories and revolutionary ideas from the people, companies, and institutions at the intersection of real estate, finance, and technology. Want to be a guest on the show? Email Matt Lush at matt.lush@clearcapital.com.

Prefer to watch this episode? Check it out here!

🎧 Follow ClearCast on LinkedIn, Twitter, Facebook, and Instagram. 🎧

EPISODE DESCRIPTION

Jeff and Kenon kick off with the News Story of the Pod, and cover strong home price appreciation, whether or not we’re in the midst of another housing price bubble, and if a correction will occur. Jeff delivers a “cornucopia of train wrecks” (Kenon’s words) for the Real Estate Joke of the Pod. They interview NAMMBA CEO & Founder Tony Thompson.

EPISODE BREAKDOWN

– (01:54) News Story of the Pod
– (08:12) Real Estate Joke of the Pod
– (15:10) NAMMBA CEO & Founder Tony Thompson

ABOUT CLEARCAST PODCAST

ClearCast is the real estate fintech podcast by Clear Capital, co-hosted by Jeff Allen, EVP of innovation labs, and Kenon Chen, EVP of corporate strategy. Each month, we bring you compelling stories and revolutionary ideas from the people, companies, and institutions at the intersection of real estate, finance, and technology. Want to be a guest on the show? Email Matt Lush at matt.lush@clearcapital.com.

Prefer to watch this episode? Check it out here!

🎧 Follow ClearCast on LinkedIn, Twitter, Facebook, and Instagram. 🎧

EPISODE DESCRIPTION

Jeff and Kenon chat about the FHFA's Appraisal Modernization RFI, including Kenon speaking at the FHFA's Public Listening Session. Jeff delivers an original joke for the Real Estate Joke of the Pod. Lazerbeak is back for an enthusiastic Tales from the Street. Jeff and Kenon interview Reggora CEO and Co-Founder Brian Zitin.

EPISODE BREAKDOWN

– (02:08) FHFA Appraisal Modernization RFI
– (08:42) Real Estate Joke of the Pod
– (14:30) Tales from the Street: Lazerbeak
– (30:38) Interview: Brian Zitin, Reggora

ABOUT CLEARCAST PODCAST

ClearCast is the real estate fintech podcast by Clear Capital, co-hosted by Jeff Allen, EVP of innovation labs, and Kenon Chen, EVP of corporate strategy. Each month, we bring you compelling stories and revolutionary ideas from the people, companies, and institutions at the intersection of real estate, finance, and technology. Want to be a guest on the show? Email Matt Lush at matt.lush@clearcapital.com.

Prefer to watch this episode? Check it out here!

🎧 Follow ClearCast on LinkedIn, Twitter, Facebook, and Instagram. 🎧

EPISODE DESCRIPTION

It's our first episode of 2021! For the News Story of the Pod, Jeff and Kenon discuss the FHFA's appraisal modernization RFI and the conversation around racial bias in the appraisal process. Jeff is overly koala-fied for the Real Estate Joke of the Pod. They interview All Western Mortgage Branch Manager & Marketing Expert Neel Dhingra.

EPISODE BREAKDOWN

– (01:20) News Story of the Pod
– (08:21) Real Estate Joke of the Pod
– (13:36) Interview: Neel Dhingra, All Western Mortgage

ABOUT CLEARCAST PODCAST

ClearCast is the real estate fintech podcast by Clear Capital, co-hosted by Jeff Allen, EVP of innovation labs, and Kenon Chen, EVP of corporate strategy. Each month, we bring you compelling stories and revolutionary ideas from the people, companies, and institutions at the intersection of real estate, finance, and technology. Want to be a guest on the show? Email Matt Lush at matt.lush@clearcapital.com.

On this episode, CEO of NEXA Mortgage, Mike Kortas joins Jason Frazier to talk about genesis of NEXA Mortgage and how they have become the fastest growing brokerage in the country. 

Welcome to the very first episode of the Mortgage Interrupt podcast. MIP is focused on being a FUN disruptive force in the world of mortgage marketing, sales, and technology. With a heavy dose of Real Talk, episodes will include interviews with industry influencers, marketers, innovators, new tech, social media, and commentary. Mortgage Interrupt is a proud member of the REAL Disrupt Podcast collaborative.

On this episode Kevin Ducey, President of Whiteboard CRM, joins Jason Frazier to have a Real Talk session about mortgage CRMs.