Mortgage Vault Podcast

Mortgage Vault podcast is for mortgage industry professionals who want to stay on top of the mortgage market trends. Every week you will hear from senior leaders at some of the largest mortgage lenders & servicers on how to stay ahead of the curve.

Episode 23

Winning in the current market by 'looking at the deal & not the decade': Brad Rice, CEO, Amerifund Home Loans

In this episode we are in conversation with Brad Rice, Founder & CEO at Amerifund Home Loans. Brad has close to three decades of experience across retail & wholesale lending.

Episode 22

A playbook for default servicing excellence in high interest environment: Michael Merritt, BOK Financial

In this episode we are in conversation with Michael Merritt, Senior Vice President, Customer Care and Default Mortgage Servicing at BOK Financial. Mike is an expert in default servicing with 10+ years of experience across Mr. Cooper, Goldman Sachs & BOK Financial.

Episode 21

What really matters to lenders & servicers, when it comes to technology: in conversation with Lisa Springer, CEO at STRATMOR Group

In this episode, Lisa Springer - CEO of STARTMOR Group, talks about the state of technology adoption in the mortgage industry - functions where adoption is either leading or lagging amongst lenders & servicers.

Episode 20

CX, automation led efficiency & other toolkits for lenders to improve market preparedness: in conversation with Jamie Cavanaugh, COO at Amerifund Home Loans

Jamie Cavanaugh, COO at Amerifund Home Loans, talks about how mortgage lenders can better prepare themselves to face market uncertainties and margin compression.

Episode 19

How present macro-economic conditions will impact secondary markets: in depth conversation with Shawn Ansley, Managing Director, Vice Capital

In this episode, Shawn shares his perspectives on how secondary markets are expected to perform in the current market conditions.

Episode 18

How to deploy a technology stack for a better, faster & cheaper lending experience: In conversation with Kevin Peranio, Chief Lending Officer at PRMG

In this episode, Kevin Peranio, Chief Lending Officer at PRMG, talks about how technology can be used to improve the lending experience for two major borrower demographics - racial minorities and millennials.

Episode 17

In conversation with Eddy Perez, CEO at EPM: On all things - leadership, racial equity in lending and surviving the pricing war.

Eddy Perez, CEO of EPM, shares his insights on effective leadership, improving racial equity in home ownership & dealing with the risk of pricing war in current market conditions.

Episode 16

Driving impact in minority lending, women empowerment & culture of mentorship: with Patty Arvielo, Co-Founder & President at New American Funding

Patty Arvielo, President & Co-Founder of New American Funding, talks about how she persevered against odds to scale minority lending at New American Funding. She also shares her insights on building in house mentorship programs that helped New American Funding carve out a unique differentiation for the company.

Episode 15

How people centric leadership can be an edge in a hyper-competitive market: In conversation with Alexander Rosenblum

Alexander Rosenblum, CEO of Axia Home Loans talks about how to build a people centric culture where employees align their personal ambitions with company goals.

Episode 14

How to 'Build your own doors to be able to walk through them': in conversation with Laura Brandao, President at American Financial Resources

Laura Brandao, President at American Financial Resources, talks about how wholesale lenders can create an enabling ecosystem for their broker partners to thrive in the current market situation.

Episode 13

Building an effective customer experience strategy to thrive in the present housing market conditions: In conversation with Craig Strent, CEO at Apex Home Loans

Craig Strent, CEO of Apex Home Loans talks about 360 degree approach towards customer delight & the steps his company takes to provide the best in class customer experience for borrowers.

Episode 12

How can lenders unlock value by striving for racial equity in lending: In conversation with Mark A.Jones, CEO at Amerifirst Home Mortgage

Mark Jones, CEO of Amerifirst Home Mortgage talks about the different levers of driving equity in home ownership amongst minority borrowers.

Episode 11

How to build a winning culture at your company: An exclusive interview with David Lykken, CEO at Transformational Mortgage Solutions

In this episode we hosted David Lykken, founder of 'Lykken on Lending' podcast & CEO of Transformational Mortgage Solutions. David talks about the science of building a high performing culture in an organization.

Episode 10

CEO perspective on customer excellence - "Treat every loan file as a person's financial autobiography": In conversation with James Nader, CEO at McLean Mortgage

In this episode, James Nader, CEO & President of McLean Mortgage talks about striking a balance between automation and human led process to achieve excellence in customer experience.

Episode 9

How a focus on millennial homeowners can drive sustained growth for mortgage lenders: In conversation with Dan Holtz, CEO at Sovereign Lending Group

In this episode Dan Holtz, CEO of Sovereign Lending Group examines homeownership trends amongst millennial borrowers and what lenders can do to serve them better.

Episode 8

How a focus on culture, customer experience & process can drive 10x growth: In conversation with Rich Weidel, CEO at Princeton Mortgage

Rich Weidel, CEO of Princeton Mortgage, talks about how a focus on culture & customer experience helped them become one of the fastest growing lenders in 2020

Episode 7

How the Mortgage collaborative brings 'Power of Network' to mortgage lenders : In conversation with Rich Swerbinsky, COO at The Mortgage Collaborative

Rich Swerbinsky, COO at The Mortgage Collaborative (TMC) talks about how TMC fund intends to invest in fintech companies to expedite technology adoption in mortgage lending space.

Episode 6

Can VA lending be the next big thing in mortgage markets: In conversation with Michael Oursler, COO at NewDay USA

Michael Oursler, COO of NewDay USA talks about opportunities & challenges around VA lending.

Episode 5

How will interest rates shape mortgage originations in 2021 : In conversation with Steven Plaisance, Mortgage Banking President at Gateway First Bank

Steven Plaisance, President of Mortgage Banking at Gateway First Bank shares his views on mortgage rates might impact loan originations in second half of 2021

Episode 4

How technology became key to operational excellence during COVID-19: In conversation with Bryan Budd, Senior VP at Mr.Cooper

In this episode Bryan Budd talks about how Mr.Cooper scaled their loan handling capacity 10x while transitioning 9000+ employees to work from home setting during a COVID year.

Episode 3

State of technology adoption in mortgage industry: In depth conversation with Matthew Lehnen, CTO at Deephaven Mortgage

In this episode Matt Lehnen, CTO at Deephaven talks about what's holding back end to end digitization in mortgage lending.

Episode 2

Can digital closures be a reality for the mortgage industry in 2021: In conversation with Mike Lyon, EVP at NexsysTech

In this episode Mike Lyon, EVP of Nexsystech (part of Rock Group) talks about the future of digital closures in the mortgage industry.

Episode 1

Key trends to shape mortgage markets in 2021 - in conversation with Stan C. Middleman, Founder & CEO at Freedom Mortgage

Freedom Mortgage CEO, Stan C. Middleman shares key trends that could shape the mortgage markets in 2021 & beyond.