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Full Mortgage Fact Find in 8 Minutes
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Welcome to another exciting episode of The Mortgage Maverick Show! 🚀 Today, I'm thrilled to introduce you to MortgageX, a groundbreaking AI-driven software that's set to revolutionize the mortgage brokerage industry.
In this episode, you'll discover:
Introduction to MortgageX: Learn about its innovative features and how it’s transforming the mortgage process.
Meet Amy, the AI Assistant: Find out how Amy enhances efficiency and client satisfaction.
Advanced Sourcing Capabilities: Discover intelligent fact-finding and sourcing that saves time and boosts accuracy.
Seamless Salesforce Integration: Explore the all-in-one CRM experience with MortgageX’s Salesforce integration.
Fraud Prevention and Tech Adoption: Understand how MortgageX helps prevent fraud and encourages technology adoption among brokers.
Timestamps:
00:00 Introduction to the Mortgage Maverick Show
00:56 Guest Introduction and Background
02:08 Challenges in the Mortgage Industry
03:57 The Birth of MortgageX
05:31 Features and Capabilities of MortgageX
11:05 Amy: The AI Assistant
16:37 Intelligent Fact Finding
19:21 Addressing Pushback from Advisors
19:35 Embracing AI in Mortgage Brokerage
23:25 The Benefits of Intelligent Sourcing
25:39 All-in-One CRM Solution
29:56 Compatibility with Networks
33:32 Fraud Prevention and Tech Adoption
35:45 Conclusion and Contact Information
If you're a mortgage broker aiming to streamline your processes and enhance client satisfaction, this episode is a must-watch! Don't forget to like, subscribe, and hit the notification bell to stay updated with the latest in mortgage brokerage innovations.
Go Deeper:
Tune into my Mortgage Business Mastery podcast, dropping new episodes every Monday, Wednesday, and Friday. This solo show answers questions from brokers, submitted via my Instagram page, diving deep into what you want to know. Stay ahead of the game with the insights shared in every episode. If you're a broker looking to up your game, this podcast is for you.
Learn More On Instagram:
Follow me on Instagram for practical short video tutorials on systems and processes to boost your sales and marketing as a mortgage broker. The content here is different from YouTube and highly valuable for advisors. It's also where I interact with brokers and gather questions for my solo podcast episodes
Free Course:
Check out the Free Mortgage Marketing Blueprint, a comprehensive seven-step course designed to help mortgage brokers build a solid and robust marketing system for their brokerage. This course covers everything you need to know to succeed.
Podcast Interview Series:
Listen to the Mortgage Mavericks podcast, where I interview the best and brightest in the business. They share their stories and insights, with new episodes released every Thursday.
Let’s Connect:
Feel free to connect on LinkedIn here
In this episode, you'll discover:
Introduction to MortgageX: Learn about its innovative features and how it’s transforming the mortgage process.
Meet Amy, the AI Assistant: Find out how Amy enhances efficiency and client satisfaction.
Advanced Sourcing Capabilities: Discover intelligent fact-finding and sourcing that saves time and boosts accuracy.
Seamless Salesforce Integration: Explore the all-in-one CRM experience with MortgageX’s Salesforce integration.
Fraud Prevention and Tech Adoption: Understand how MortgageX helps prevent fraud and encourages technology adoption among brokers.
Timestamps:
00:00 Introduction to the Mortgage Maverick Show
00:56 Guest Introduction and Background
02:08 Challenges in the Mortgage Industry
03:57 The Birth of MortgageX
05:31 Features and Capabilities of MortgageX
11:05 Amy: The AI Assistant
16:37 Intelligent Fact Finding
19:21 Addressing Pushback from Advisors
19:35 Embracing AI in Mortgage Brokerage
23:25 The Benefits of Intelligent Sourcing
25:39 All-in-One CRM Solution
29:56 Compatibility with Networks
33:32 Fraud Prevention and Tech Adoption
35:45 Conclusion and Contact Information
If you're a mortgage broker aiming to streamline your processes and enhance client satisfaction, this episode is a must-watch! Don't forget to like, subscribe, and hit the notification bell to stay updated with the latest in mortgage brokerage innovations.
Go Deeper:
Tune into my Mortgage Business Mastery podcast, dropping new episodes every Monday, Wednesday, and Friday. This solo show answers questions from brokers, submitted via my Instagram page, diving deep into what you want to know. Stay ahead of the game with the insights shared in every episode. If you're a broker looking to up your game, this podcast is for you.
Learn More On Instagram:
Follow me on Instagram for practical short video tutorials on systems and processes to boost your sales and marketing as a mortgage broker. The content here is different from YouTube and highly valuable for advisors. It's also where I interact with brokers and gather questions for my solo podcast episodes
Free Course:
Check out the Free Mortgage Marketing Blueprint, a comprehensive seven-step course designed to help mortgage brokers build a solid and robust marketing system for their brokerage. This course covers everything you need to know to succeed.
Podcast Interview Series:
Listen to the Mortgage Mavericks podcast, where I interview the best and brightest in the business. They share their stories and insights, with new episodes released every Thursday.
Let’s Connect:
Feel free to connect on LinkedIn here