Building lifetime mortgage client engagement by putting value first When Dwell Mortgage launched Dwell 365, the goal wasn’t just to create another mortgage client portal. Founder Shane Kidwell, a mortgage broker since 2015 and loan originator since 2008, set out to...
Playing the Long Game to Nurture Leads Into Loyal Borrowers Overview of Denis Wells' homebuyer pipeline 4 months live on the Manifest With Us platform 50 consumers actively engaged in the app Leveraging BuyerVision to reduce credit pull costs Early engagement...
From “Not Yet Ready” to Closed Deals — How a Digital Mortgage Engagement Tool Turned Future Buyers Into Clients The Challenge: Too Many “Not Yet” Buyers Slipping Away The Roller Mortgage Team at LeaderOne Financial is a $100M+ annual production team built almost...
From “Apply Now” to “Ready to Buy” — A 10-Month Transformation in Borrower Conversion When Darren Kaplan, Branch Manager at Total Mortgage in Chapin, South Carolina, first explored the FinLocker platform, he wasn’t looking for “just another mortgage tool.” He...
From Pre-Approval to Post-Closing — How PathHome Became the Central Tool in His Client Retention System In a year when many Loan Officers have been waiting for the market to turn, Abdel Khawatmi, Branch Manager at PRMG, has been engineering his own results. While...
By leveraging the data insights provided by Edge Loan Advisor, Edge Home Finance LOs can quickly identify mortgage-ready homebuyers and those who need additional guidance to achieve homeownership.
WAM Wallet Launch On May 4, 2023, What’s A Mortgage launched its FinLocker-powered WAM Wallet, capitalizing on a strategic social media campaign spearheaded by two influential mortgage originators, Minh Nguyen and Jide Buckley. Leveraging their substantial...
Goal What's A Mortgage sought to create a mobile financial well-being app that would cater to consumers at various stages of their homeownership journey. The app had to appeal to renters who could be a few years from buying a home and help prospective homebuyers...
Ethan was typical of many young first-time homebuyers. He had a short credit history, an average credit score and thought the only way to qualify for a mortgage was to have a 20% down payment. What was different about Ethan is that he worked at FinLocker and had...
Vetted VA is an online community where Veterans can ask real estate and mortgage questions and receive answers from a network of Vetted Financial Professionals without being solicited. Vetted VA founder, Christopher Griffith was seeking additional financial tools...