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EP45 - Keeping It Competitive: Evan Wade’s Take on Mortgage Strategies

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Content provided by Pre-Approve Me. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pre-Approve Me or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this weeks episode, we delve deep with Evan Wade, exploring the dynamic changes sweeping through the mortgage industry. Evoking his keen insights and experiences at the helm of Epic OS, Evan dissects the challenges of maintaining customer loyalty in an ecosystem dominated by lead aggregators such as Zillow and Realtor.com. Through a focused lens, he underscores the necessity of nurturing a robust database of past clients and the art of mastering referrals. Evan goes beyond the traditional scope, illuminating the emerging trends where loan officers diversify their services, transforming into insurance agents and creating synergistic joint ventures. We tackle the question of how local providers can compete against tech giants and the quintessential value of community presence in a digital-first world. So buckle up to discover the future of home financing with our guest, Evan Wade, in this must-listen episode!
#MortgageIndustry #Innovation #FinTech #HomeBuying #LoanProcessing #RealEstateTech #MortgageTech #CommunityBanking #DigitalLending #MortgageLending #FinancialServices #TechEntrepreneurship #HomeLoan #VASupport #MilitaryFamilies #MortgageSolutions #MortgageTrends #CustomerLoyalty #LeadGeneration #Zillow #RealtorDotCom #ClientDatabase #ReferralStrategy #ServiceDiversification #InsuranceLending #JointVentures #CompetitiveStrategy #LocalLending #ThrivingInFinance #EpicOSInsights

  continue reading

64 episodes

Artwork
iconShare
 
Manage episode 398271162 series 3443014
Content provided by Pre-Approve Me. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pre-Approve Me or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this weeks episode, we delve deep with Evan Wade, exploring the dynamic changes sweeping through the mortgage industry. Evoking his keen insights and experiences at the helm of Epic OS, Evan dissects the challenges of maintaining customer loyalty in an ecosystem dominated by lead aggregators such as Zillow and Realtor.com. Through a focused lens, he underscores the necessity of nurturing a robust database of past clients and the art of mastering referrals. Evan goes beyond the traditional scope, illuminating the emerging trends where loan officers diversify their services, transforming into insurance agents and creating synergistic joint ventures. We tackle the question of how local providers can compete against tech giants and the quintessential value of community presence in a digital-first world. So buckle up to discover the future of home financing with our guest, Evan Wade, in this must-listen episode!
#MortgageIndustry #Innovation #FinTech #HomeBuying #LoanProcessing #RealEstateTech #MortgageTech #CommunityBanking #DigitalLending #MortgageLending #FinancialServices #TechEntrepreneurship #HomeLoan #VASupport #MilitaryFamilies #MortgageSolutions #MortgageTrends #CustomerLoyalty #LeadGeneration #Zillow #RealtorDotCom #ClientDatabase #ReferralStrategy #ServiceDiversification #InsuranceLending #JointVentures #CompetitiveStrategy #LocalLending #ThrivingInFinance #EpicOSInsights

  continue reading

64 episodes

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