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2024 was one for the books at Mortgage Champions, and it’s all thanks to you. From the clients we were blessed to serve, to the partners we labored alongside, to the voices we were fortunate to elevate, we’re incredibly grateful for another year of connecting, learning, and serving in the best industry on the planet. So plug in your Spotify Wrapped playlist, pour another cup of coffee (or eggnog), and join us as we look back on a memorable year. 📉 In 2024, we saw some our clients hit some impressive numbers, including: ‣ A 25% increase in average pipeline for one team at the nation's top lender ‣ A 40% decrease in loan fallout for a CD lender CRUSHING refis ‣ And a client snagging LendingTree's Top Refi Originator award 👏🏻 🏆 We won a few awards ourselves, including: ‣ An impressive 4th HousingWire Vanguard Award for Dale ‣ And Best Use of Video in eLearning from the Brandon Hall Group. ✈️ We attended some of the best events in the industry, including: ‣ ICE Mortgage Technology's Experience in Vegas ‣ HousingWire's The Gathering in Scottsdale ‣ AIME's FUSE conference in New Orleans ‣ HousingWire's IMB Summit in Dallas ‣ Mortgage Bankers Association's Annual in Denver ‣ And LendingTree's Summit in Charlotte Just to name a few... 🎙️ We also featured some of the brightest minds in mortgage In Season 3 alone, Dale interviewed Hunter Strong, Barry Habib, Mike Simonsen, Diego Sanchez, Nathan Knottingham, Kristin Messerli, Rene F. Rodriguez, Shant Banosian, and Peter Benjamin, CMB® 🙌🏻 Our Wrap got so long, we didn't even mention that Dale and Jake started a new weekly show with Coach Bill Hart and Kyle Draper💡 Needless to say, our 29th year in business was one to remember. But as we look back, we’re even more eager to look forward. There’s still work to do—to make this industry better, to smooth the process of buying a home, and to help loan officers become integral to the largest, most personal financial decision most people ever make. We’ve got some exciting plans for next year, but how about you? What was memorable in 2024, and what are you excited for in 2025?

Atlantic Bay Mortgage Group offers a wide variety of tech tools with Homebot being one of our most popular! Check out the article below where Hannah McManus, AMP talks about the importance of understanding that it's not all about the rate and how our mortgage bankers here at Atlantic Bay are utilizing this awesome tool. #thisisatlanticbay #techtools #homebot #financialeducation

Property Fox is the all-in-one solution you need. Forget basic calculators! We are a comprehensive software tool designed for mortgage brokers in Canada. Our focus is on helping brokers manage their clients and identify refinancing opportunities by analyzing a client's entire mortgage history and current market rates. We completely replace the need for a standalone mortgage calculator for basic calculations, while adding all kinds of extras to benefit your business and help you succeed. Here's how Property Fox goes beyond for mortgage brokers: 🤝 Automation and Efficiency: A mortgage calculator helps you crunch numbers for a single scenario. Property Fox automates tasks like scanning client portfolios and identifying potential refinancing opportunities, saving brokers like you a significant amount of time and effort compared to manual calculations. 🤝 Comprehensiveness: A mortgage calculator focuses on basic monthly payments. Property Fox considers a client's entire mortgage history, including past payments and future considerations, to provide a more holistic view for better decision-making. 🤝 Market Awareness: A mortgage calculator uses static interest rates. Property Fox uses market data to forecast how interest rates might change, allowing you to strategize for your clients based on future possibilities. 🤝 Client Management: Property Fox prioritizes refinancing opportunities and sends alerts directly to your inbox, prompting you to reach out to clients at the most opportune moments. This proactive approach can lead to more closed deals! 🤝 Real-time Comparisons: Property Fox allows you to compare different mortgage options side-by-side, giving you the information they need to recommend the best product for each client's specific situation. Focus on giving great advice, not crunching numbers. Property Fox: Powerful tools for mortgage success. Try Property Fox today! ➡️ www.propertyfox.ai/demo #propertyfox #freemortgagedemo #ditchthecalculator

We recently wrapped up our final Mortgage Roundtable of the year! The discussion centered on what’s ahead for the mortgage industry in 2025—covering everything from regulatory changes to economic trends and compliance strategies: - How is the industry recovering in today’s economic climate? - What are the most challenging regulatory changes on the horizon? - What innovative strategies are reshaping compliance? - What’s next for federal regulations and junk fees? …and the big question: If compliance pros had a magic wand, what would they change? 🪄 Read the recap here: https://bit.ly/4fEdQSD

Discover Stikkum: Your All-in-One Mortgage Solution! 🏡💼 Mortgage brokers, are you ready to take your business to the next level? Meet Stikkum, the platform designed to simplify client retention, marketing, and more—so you can focus on what matters most. 🚀 🔑 Key Features at a Glance: Mortgage Credit Alerts: Stay updated in real-time when your clients’ credit is pulled by another broker. Marketing Campaigns: Automate personalized campaigns to engage clients at the right time. Client Retention Tools: Keep your clients coming back with proactive engagement tools. Stikkum provides everything you need in one user-friendly dashboard. It’s the ultimate solution for mortgage brokers looking to boost efficiency and grow their client base. 👀 Want to see how Stikkum can help your business? 👉 Book a Demo Today and explore the full power of Stikkum firsthand! https://www.rfr.bz/lnpqelo #mortgagetech #loanofficer #mortgagebroker #mortgagebanker

Check out my blog post https://wix.to/mYAl7CC #newblogpost Are you a real estate agent looking to provide unparalleled value to your clients? Then it is time to partner with VA mortgage specialists like the Riley Home Team. Our expertise in VA loans not only facilitates smoother transactions but also unlocks incredible savings opportunities for your clients. Recently, we had the pleasure of assisting two clients in securing their dream homes while saving them a whopping 6% off their purchase. Now, you might be wondering, how is this possible when seller concessions typically max out at 4%? The answer lies in our dedication to understanding the intricacies of VA loans and leveraging this knowledge to structure unbeatable deals. By taking the time to learn about our clients' needs, we were able to craft a tailored solution that went beyond conventional approaches. In both of these cases, we worked closely with the buyers, sellers, and agents to add an additional 2% towards the interest rate. Yes, you read that right! Not only were the buyers' closing costs covered, but we also structured a two-one buy-down to lower their interest rates into the highly favorable 4% range. This is why it is important to work with VA specialized lenders. Our understanding of VA loan guidelines and our commitment to personalized service enable us to think outside the box and deliver exceptional results for our clients. So why settle for standard mortgage solutions when you can partner with the Riley Home Team and unlock substantial savings for your clients? Whether they're veterans, active-duty service members, or eligible spouses, we're here to guide them through every step of the home buying process with expertise and care. Contact us today to experience the difference of working with VA specialists who are dedicated to maximizing savings and ensuring client satisfaction. Together, let's make homeownership dreams a reality while honoring the service of our military community.

Is your client drowning in complex mortgage renewal paperwork? They're not alone! Renewals can be stressful, filled with jargon and hidden fees. But don't worry, Property Fox is here to simplify the process for both you and your client. Here's how Property Fox cuts through the confusion: ✅ Automated Analysis: We analyze your client's current mortgage and identify all the key factors, including interest rates, penalties, and potential savings. 🍎 🍏 Clear Comparisons: We generate easy-to-understand reports that compare your client's current mortgage with the best renewal options available. 🙂 Personalized Insights: Our reports are branded with your logo, making you the trusted advisor who provides valuable insights. Benefits for Your Client: 🔹Informed Decisions: Empower your client to make the best choice for their financial situation with clear information. 🔹Reduced Stress: Eliminate the confusion and anxiety often associated with mortgage renewals. 🔹Confidence in the Process: Your client will feel confident knowing they have a qualified professional by their side. Benefits for You: ⏳Save Time: Free yourself from manual calculations and paperwork with Property Fox automation. 🤝 Strengthen Client Relationships: Become a trusted advisor who simplifies complex financial matters. 💼 Close More Deals: Confident clients are more likely to choose you for their renewal. Don't let mortgage renewals be a headache for you or your clients. Learn more today! www.propertyfox.ai #propertyfox #renewals #canadianmortgages

🚀 Compass Mortgage Finds a Better Way to Save 60-80% on Verifications 💰 🔍 The Challenge: High costs for income and employment verifications and poor data quality from traditional providers were compromising a smooth lending process at Compass Mortgage. 💡 The Solution: With Truv’s Verification of Income & Employment and LOS Integration (Encompass®), Compass Mortgage saved 60-80% on verifications, improved operational efficiencies, and increased lending confidence using higher quality data .🎉 “Conversion is good. Price is good. Borrower experience is good.” - Justin Venhousen, COO of Compass Mortgage Compass Mortgage is excited about the growing influence of consumer-permissioned data in the industry. As a partner to Truv for three years and counting, Justin’s message to other lenders is, “The more we can get products like Truv up and running, the better off both mortgage companies and consumers will be.” 💪🏡 Read the full case study to learn more about this success! 👉 https://lnkd.in/g5he6u2n #MortgageIndustry #Innovation #CostSavings #ConsumerPermissionedData #Truv #CompassMortgage

Understanding the rules makes all the difference—whether you're navigating mortgage marketing or playing by the rules in life. This RESPA 101 blog from ActiveComply is a great reminder of how important it is to stay compliant, transparent, and fair, in the world of mortgage marketing. Understanding the rules is the first step to winning responsibly. Check it out and please share your thoughts! https://bit.ly/4gv3wx9 #RESPA #MortgageMarketing #MortgageCompliance #Compliance #ActiveComply

🌟 Success Spotlight: Kim Powell at Bluegate Mortgages and the Power of Mortgage Wallet 🌟 Looking for a blueprint on seamlessly integrating Mortgage Wallet into your system? Take a cue from Kim Powell at Blue Gate. Kim has fully embraced Mortgage Wallet, achieving the highest activation rate among all our brokers – a true testament to the value she and her clients see in the platform. With Mortgage Wallet now an integral part of her workflow, Kim is setting the pace, staying a step ahead of brokers who have yet to start their Mortgage Wallet journey. Her commitment has led to improved client satisfaction, higher referral rates, and a business model with automatic renewals in place. As the saying goes, “The best time to plant a tree was 20 years ago. The second-best time is now.” Don’t wait to realize the advantages Mortgage Wallet can bring to your business. Start today, and set your company up for lasting growth and success! 🌱 #MortgageWallet #ClientSuccess #Broker #Mortgage