Tag Archives: mortgage loan originators

Optimal Blue Launches New Lead Generation Tool for Originators

Capture for Originators helps lenders approach borrowers at the right time with 'makes sense' refinance scenarios

PLANO, Texas, June 9, 2025 (SEND2PRESS NEWSWIRE) — Optimal Blue today announced a new product that helps originators efficiently track and identify refinance opportunities so they can reengage borrowers with eligible refinance options at the right time. Available to Optimal Blue PPE users, Capture for Originators dramatically reduces the manual effort loan officers currently spend evaluating refinance potential by automatically analyzing entire portfolios each month and putting recapture opportunities directly into originators’ hands.

Image caption: Optimal Blue.

“Instead of expecting originators to review all of their past clients to find refinance opportunities, we have given them a solution that automatically identifies an opportunity, provides pricing options and generates a presentation to the borrower,” said Mike Vough, head of corporate strategy at Optimal Blue. “Capture gives originators an efficient, data-driven way to identify borrower savings and turn that opportunity into reality.”

Capture for Originators goes far beyond basic rate alerts. It provides a user-friendly dashboard that surfaces closed loans with refinance potential, complete with break-even calculations for multiple scenarios, closing cost estimates and borrower savings analysis. By automatically factoring in lender fees and current pricing from the Optimal Blue PPE, Capture helps loan officers act quickly and accurately without spreadsheets or manual data pulls.

Once an opportunity is identified, Capture for Originators generates pre-filled borrower outreach emails that include an easy-to-read summary of available refinance options backed by the industry-leading accuracy of the Optimal Blue PPE along with a link to the lender’s point-of-sale experience or borrower intake form. The tool also streamlines an originator’s ability to evaluate new refinance prospects. Loan officers can input referral details directly within the Capture for Originators interface, as well as send an intake form directly to new prospects, making it easy to start the conversation with referred borrowers and instantly analyze their existing loan. An activity log tracks all borrower outreach history.

Developed in partnership with Uplist, a leading SaaS platform for the real estate industry, Capture for Originators includes all the data sources loan officers need to assess refinance potential. That includes automated valuation models (AVMs), county records and live pricing elements, including branch and originator margins and concessions – all integrated out of the box. With this data in place, lenders can deliver personalized refinance offers without the complexity and cost of managing external integrations or market-tracking tools.

“Our approach at Uplist is all about giving originators more efficiency and accuracy, and we are thrilled to partner with Optimal Blue to make these benefits accessible to more originators,” said Jeff Bell, president of Uplist. “Rather than spending up to 30 minutes manually evaluating each loan and creating presentations, originators can now rely on Capture for Originators to identify refinance opportunities they might otherwise miss – and deliver them to clients with minimal effort.”

To begin taking advantage of Capture for Originators, Optimal Blue PPE users should contact their Client Services representative or Sales@OptimalBlue.com.

About Optimal Blue:

Optimal Blue effectively bridges the primary and secondary mortgage markets to deliver the industry’s only end-to-end capital markets platform. The company helps lenders of all sizes and scopes maximize profitability and operate efficiently so they can help American borrowers achieve the dream of homeownership. Through innovative technology, a network of interconnectivity, rich data insights, and expertise gathered over more than 20 years, Optimal Blue is an experienced partner that, in any market environment, allows lenders to optimize their advantage from pricing accuracy to margin protection, and every step in between. To learn more, visit OptimalBlue.com.

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NEWS SOURCE: Optimal Blue

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Floify shares findings from survey of 150 top-producing loan originators

BOULDER, Colo. /ScoopCloud/ -- Floify, the mortgage industry's leading point-of-sale (POS) solution, commissioned an independent study of 150 high-performing loan originators (LOs) in 2023 to gain recruiting and retention insights. "High-performing" LOs were defined as being in the top 20% of closed loan dollars or volume.

"With potential borrowers waiting on the sidelines because of high interest rates and rising home prices, it's never been more important to have high-performing loan officers on staff to bring in every last possible dollar. Our goal with this survey was to understand how employers can recruit, engage and retain top-producing loan officers in the context of current market conditions," said Sofia Rossato, Floify's president and general manager.

"From the survey results we see a disconnect from what employers may be offering their top producers and what motivates top producers to stay or look around for greener pastures," said Rossato. "Sometimes it's the simple things - healthcare, a fun work environment or a good work-life balance that LOs find motivating - but again and again we found support with the best technology available, training and the ability to customize their tech stack to be very important."

The survey found 89% of high-performing LOs said that not having access to digital mortgage tools is a reason to consider moving to a different company, while 95% said that flexibility to customize the technology they use is the top factor to their success. Ninety-three percent of top-performing LOs said they wanted a faster and easier way to collect documents from customers, but only 38% were "definitely happy" with their current method.

Among the survey's other key findings is that 89% of top-performing LOs would seriously consider leaving for another company if that company offered a 20% increase in compensation.

Full survey insights can be viewed here.

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH). For more information, visit the company's website at https://floify.com/ or on social media at Facebook, LinkedIn or Twitter / X.

Forward-looking statements

Certain statements in this release may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company's possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words "believes," "estimates," "expects," "projects," "forecasts," "may," "will," "should," "seeks," "plans," "scheduled," "anticipates," "intends," or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management's interpretation of and compliance with such laws and regulations; (6) the Company's reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management's control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, "Risk Factors," in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission ("SEC"), all of which are available on the SEC's website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

Floify, the mortgage industry's leading point-of-sale (POS) solution, commissioned an independent study of 150 high-performing loan originators (LOs) in 2023 to gain recruiting and retention insights. "High-performing" LOs were defined as being in the top 20% of closed loan dollars or volume.

Related link: https://floify.com/

MMI adds video production tool to platform for loan originator promotion

SALT LAKE CITY, Utah /ScoopCloud/ -- Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has released LO Highlight Reels, an easy-to-use video creation tool for loan originators (LOs) looking for an eye-catching way to share their success and increase their visibility. With their LO Highlight Reel, an LO can generate a video reel summing up their last 12 months of loan production and then share their unique reel URL across their professional network.

The LO Highlight Reel tool supplies users with a customizable, mobile-friendly video featuring their own up-to-date production numbers, ensuring a visually pleasing, always current video. Once created, each LO's reel will continuously update with market data from the MMI platform to stay current, meaning it can always be safely shared without fear of the data falling out of date. Additionally, an LO can customize their attached profile to include their headshot, contact info, social links, relevant disclosures and even a call-to-action button. Beyond sharing the custom URL, LOs can also embed the video on their personal website.

"The LO Highlight Reels started as a way for MMI to show our clients what the numbers behind their past year looked like, but in a really visual and fun way. We debuted the reels at a couple of conferences last fall, and they were a huge hit. We were immediately inundated with requests from LOs who wanted to create the videos themselves and share them with their network and on social media," said MMI Founder and CEO Ben Teerlink. "We took that request and ran with it. Now, MMI users can create and share their own LO Highlight Reels whenever and wherever they please."

To learn more about MMI and its new LO Highlight Reels, visit https://pages.mmi.io/lo-reel.

About MMI:

Mobility Market Intelligence (MMI) is a market leader in data intelligence and market insight tools for the mortgage and real estate industries. Headquartered in Salt Lake City, the company's signature product, MMI, provides actionable intelligence for lenders, real estate agents, real estate brokerages, title companies and others in the real estate industry. MMI is currently used by more than 350 enterprise customers, including 20 of the top 25 lenders in the country. To learn more, visit https://mmi.io or contact sales@mmi.io.

Mobility Market Intelligence (MMI), a leader in data intelligence and market insight tools for the mortgage and real estate industries, today announced it has released LO Highlight Reels, an easy-to-use video creation tool for loan originators (LOs) looking for an eye-catching way to share their success and increase their visibility.

Related link: https://mmi.io

Top of Mind launches ‘Retention Center’ to help loan originators foster customer loyalty

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has launched the Surefire CRM Retention Center to help loan originators (LOs) foster loyalty among their clients.

The Retention Center is an online retention gift store that enables loan originators (LOs) to curate a gift-receiving experience for clients in lieu of or in addition to corporate-level client retention initiatives. Within the Retention Center, LOs can build automated retention gift campaigns based on rules such as loan type (refinance or purchase), loan amount and occasion. Once a retention gift campaign has been activated, Top of Mind dynamically customizes, professionally packages and ships the retention gift to its recipient. Retention Center gift options include bamboo cutting boards, premium whole-bean coffee, a self-inking address stamper and dynamic birthday cards.

"There are innumerable studies that illustrate how customer retention is a critical component of company growth. Retaining customers is less expensive than acquiring new ones, and loyal customers are more likely to spend more and refer family and friends," said Top of Mind Chief Revenue Officer Nick Belenky. "We launched the Retention Center to help lenders strengthen borrower repeat business with unique gifting opportunities that make clients feel valued and help originators stay 'top of mind.'"

Top of Mind's Surefire CRM is the most-used CRM and marketing platform in the mortgage industry. Mortgage professionals of all stripes - including retail, wholesale, consumer direct and bank lenders - strengthen referral partnerships and deepen their emotional connections with borrowers to cultivate clients for life.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has launched the Surefire CRM Retention Center to help loan originators (LOs) foster loyalty among their clients.

Related link: https://www.topofmind.com/

SimpleNexus User Group (SNUG) Announces 2021 Agenda for Third Annual Conference

LEHI, Utah /ScoopCloud/ -- SimpleNexus (https://simplenexus.com/), developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the agenda for SimpleNexus User Group (SNUG) 2021 conference being held virtually on February 22-24.

Focusing on the future of digital mortgage technology, the third annual SNUG conference features two days of curated content for mortgage lenders. Led by industry leaders, digital mortgage trailblazers and SimpleNexus' team of mortgage technology experts, SNUG's sessions are designed to help lenders maximize profitability and deliver a world-class borrower experience by optimizing their implementation of SimpleNexus.

Noteworthy sessions from the SNUG 2021 agenda include:

* Kick-off session featuring a live, virtual culinary class with Top Chef's Fabio Viviani

* Evolution of SimpleNexus platform enhancements and insight into the 2021 product roadmap

* Data-driven analysis of SimpleNexus' impact and key ROI considerations from MarketWise Advisors and SVP of Sales John Aslanian

* Preparation for the Biden-Harris administration's impact on compliance-related regulatory policy led by Compliance Counsel Tyler Moore

* Interactive panel discussion unveiling how lenders have leveraged SimpleNexus to grapple with changes caused by the COVID-19 pandemic and booming mortgage market

* Social reach tactics, branding and best practices for effectively turning social media into a highly producing revenue channel with Josh Pitts, founder of Shred Media

"Each year, SimpleNexus looks forward to bringing users together to share best practices, discover the latest enhancements to the platform and gain insight from subject-matter experts to ensure they are maximizing the value of their technology investment," said SimpleNexus VP of Marketing Richard Jackman. "To ensure the safety of our users, we've designed a premium virtual conference experience that delivers breakthrough business results for lenders without compromising the quality, innovation and service SimpleNexus users have come to expect."

SimpleNexus serves a user base of more than 27,000 loan originators, 123,000 real estate agents and 2.9 million borrowers. To date, the platform has handled over 11 million loans totaling over $2 trillion in volume and touches approximately one in eight home loans originated in the United States.

Tickets and full conference details for SNUG 2021 are available at https://simplenexus.com/sn/snug2021/. For sponsorship opportunities, contact Courtney Montgomery at cmontgomery@simplenexus.com.

About SimpleNexus, LLC:

SimpleNexus is the digital mortgage platform that enables lenders to originate and process loans from anywhere. The company's best-in-class, easy-to-use app connects loan officers to their borrowers, real estate agents and settlement service providers to easily communicate and exchange data in a single location throughout the entire loan life cycle. Loan officers can manage their loan pipelines, order credit, run pricing, send pre-approvals and sign disclosures - all on the go.

Learn more at: https://simplenexus.com/

Twitter: @SimpleNexus #digitalmortgage #SNUG2021 #TheEMortgageForefront #mortgagetechnology

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SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the agenda for SimpleNexus User Group (SNUG) 2021 conference being held virtually on February 22-24.

Related link: https://simplenexus.com/

On Q Financial Selects LBA Ware’s CompenSafe to Improve Accuracy and Efficiency of Mortgage Loan Originator Commission Calculations

MACON, Ga. /ScoopCloud/ -- LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, today announced that Arizona-based On Q Financial has selected CompenSafe(TM) to manage the numerous compensation plans created for its team of loan originators (LOs) nationwide.

"We have approximately 200 mortgage consultants, and with all the slight nuances across multiple states and teams, even the slightest differentiation results in a unique set of calculations. That is insanely difficult to manage without some sort of automation," said Scott Frommert, CFO at On Q Financial. "LBA Ware tackled this complexity without problem or hesitation and was able to incorporate all the intricacies and nuances of our comp plans into CompenSafe. Any lender that's looking to scale and grow needs a tool like CompenSafe."

CompenSafe connects seamlessly with On Q Financial's loan origination system (LOS) to extract real-time loan pipeline data and automatically calculate compensation for On Q Financial's commission-based mortgage sales and production staff. This real-time tracking of LO commissions enables On Q Financial to reduce the time needed to reconcile the company's books each month, saving the independent mortgage lender dozens of hours each month and reducing the potential for commission calculation errors.

In addition, as a web-based platform, CompenSafe gives LOs and other commission-based staff the ability to see where they are trending from a commission standpoint at any given time. This provides mortgage sales and production staff with transparency into the commission calculation process, thus instilling greater confidence in the accuracy of those calculations.

"Our old process involved taking a screenshot of the spreadsheet we were using to track commissions and e-mailing it to staff for review and approval. In addition to the room for human error, it also required a lot of back-and-forth," Frommert said. "CompenSafe allows them to physically sign in, see their reports directly and drill into the data, which leverages technology to everyone's benefit. The experience for our staff is faster. It's obviously more accurate, and the report layout is much more professional and readable than a home-built spreadsheet report."

"Efficiency, accuracy and transparency should all be givens when it comes to LO compensation calculations, especially for a lender like On Q Financial that relies on its comp plan flexibility to attract and retain top talent. However, those goal are hard to achieve when using a manual solution like spreadsheets," said Lori Brewer, founder and CEO of LBA Ware. "With CompenSafe in place, those goals are all but guaranteed, enabling lenders like On Q Financial to re-direct internal resources to more pressing concerns, like managing expenses to reduce the overall cost-to-originate and driving sales staff performance to boost volume and profitability."

About On Q Financial:
On Q Financial's passion is to simplify the mortgage process to make the dream of home ownership a reality. The Dream is INCLUSIVE. There is nothing like the joy, comfort, and security that comes from owning a home and On Q takes great pride in knowing they helped over 10,000 families achieve the dream last year. As a top 50 mortgage lender with over 650 employees and 80 locations, On Q brings MORTGAGES SIMPLIFIED(TM) nationwide. With innovative technology, an inclusive platform, and cutting-edge services and products, On Q has all of the ingredients to make the home mortgage process simpler, faster, and stronger. For more information, visit https://onqfinancial.com.

On Q Financial, Inc., is an Equal Housing Lender (NMLS 5645).

About LBA Ware:
Founded in 2008, LBA Ware's mission is to inspire opportunity by delivering solutions that are essential to the way mortgage companies operate. We are a trusted partner and play a key role in our clients' success by enabling them to motivate, incentivize and better leverage the human potential within their organization. Our applications automate traditionally manual business processes for which an existing software solution does not exist, empowering lenders to create an integrated software environment that maximizes their productivity and operational efficiency. For more information about LBA Ware and their software solutions, visit https://lbaware.com.

LBA Ware(TM), a leading provider of automated compensation software and systems integration solutions for mortgage lenders, today announced that Arizona-based On Q Financial has selected CompenSafe(TM) to manage the numerous compensation plans created for its team of loan originators (LOs) nationwide.

Related link: https://lbaware.com/

NAMB Appoints Valerie Saunders as Its New Executive Director

WASHINGTON, D.C. /ScoopCloud/ -- NAMB, the organization that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced that it has appointed Valerie Saunders as the organization's new executive director.

In her role as executive director, Saunders is responsible for directing the day-to-day operations that support the organization's goals to increase its footprint among its target member base of mortgage brokers, mortgage bankers and mortgage businesses. Her role will involve collaborating with NAMB's board to develop strategies, and developing and implementing processes that bring those strategies to fruition.

Saunders previously served as vice president of NAMB and has been with the organization, both as a member and as a board member, for over 15 years. In addition to her role as NAMB's executive director, Saunders is vice president of Florida-based mortgage brokerage RE Financial Services, Inc.

"NAMB has experienced a great resurgence over the past several years, and our goal is to build upon that momentum and continue to grow our member base," said Saunders. "A lot of originators and mortgage businesses don't realize how much NAMB membership can protect their interests and increase opportunities for them. We have aggressive goals for educating our target members and growing the number of people who benefit from NAMB's offerings."

"Valerie has a proven track record of creating programs that benefit members and homeowners, as well as NAMB," said Fred Kreger, president of NAMB. "We're looking forward to further leveraging her knowledge, creativity and vision in growing our member base and NAMB's influence in the coming year."

NAMB is the largest mortgage-related individual member-based organization in the U.S. and was established in 1973. In addition to educational opportunities and business resources, NAMB actively lobbies and advocates for originators and homeowners on both state and national levels. NAMB's membership includes brokers, bankers and businesses that include individual originators and small to midsize organizations.

ABOUT NAMB:
NAMB has been representing the interests of small mortgage businesses, mortgage loan originators and their clients since 1973. The organization represents loan originators in all 50 states and the District of Columbia, and supports its members through initiatives and opportunities that help increase productivity and lower business costs, such as education, training and advocacy. NAMB offers rigorous certification programs that support the highest levels of professional knowledge and education. Its lobbying and advocacy efforts focus on national and state issues.

For more information, visit http://namb.org/ or follow @NAMBpros.

NAMB, the organization that represents the interests of individual mortgage loan originators and small to mid-size mortgage businesses, today announced that it has appointed Valerie Saunders as the organization's new executive director.

Related link: http://namb.org/