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. https://www.vaultedge.com/
Episodes
29 episodes
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...
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Season 2
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Episode 3
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47:15
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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 ...
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Season 2
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Episode 2
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29:41
How Sagent is changing the paradigm for mortgage servicing with a technology-first playbook
In this episode, we are in conversation with Dan Sogorka, CEO & President of Sagent - a cutting-edge technology compa...
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Season 2
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Episode 1
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49:24
How Sagent is disrupting servicing technology space with its consumer first approach: In conversation with Dan Sogorka, CEO & President, Sagent.
In this episode we are in conversation with Dan Sogorka, CEO & President of Sagent Lending - a cutting edge technolo...
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Season 1
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Episode 27
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38:59
How can servicers help consumers in the post forbearance period: In conversation with Gagan Sharma, CEO & President of BSI Financial Services
In this episode we are in conversation with Gagan Sharma, CEO & President of BSI Financial Services, a family of companies...
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Season 1
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Episode 26
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26:30
How lenders can build the right technology stack to build a competitive edge in loan operations: In conversation with Jay Promisco, Chief Production Officer at Sierra Pacific Mortgage
In this episode we are in conversation with Jay Promisco, President of Originations at Sierra Pacific Mortgage. Jay has over decades of experience in the mortgage industry and has been key in implementing several technology initiatives at Sierr...
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Season 1
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Episode 24
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35:43
How can wholesale lenders leverage tech to improve market resilience: In conversation with Phil Shoemaker, President of Originations, Homepoint Financial
In this episode we are in conversation with Phil Shoemaker, President of Originations at Home Point Financial. Phil has over decades of ...
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Season 1
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Episode 23
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37:34
How AD Mortgage delivers the fastest turnaround time for non-QM loans in the industry: In conversation with Max Slyusarchuk, CEO, AD Mortgage.
In this episode we are in conversation with Max Slyusarchuk, President & CEO of AD Mortgage - by far the leader in non-QM lending spac...
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Season 1
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Episode 22
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17:54
What really matters to lenders & servicers, when it comes to technology: in conversation with Lisa Springer, CEO at STRATMOR Group
In this episode we are in conversation with Lisa Springer, CEO & Senior Partner at STRATMOR Group. Lisa has over 3 decades of experience in mortgage technology space and currently she heads all strategic initiatives, client experience &...
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Season 1
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Episode 21
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26:21
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CX, automation led efficiency & other toolkits for lenders to improve market preparedness: in conversation with Jamie Cavanaugh, COO at Amerifund Home Loans
In this episode we are in conversation with Jamie Cavanaugh, COO at Amerifund Home Loans. Jamie talks about her early years in the...
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Season 1
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Episode 20
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27:16
How present macro-economic conditions will impact secondary markets: in depth conversation with Shawn Ansley, Managing Director, Vice Capital
In this episode we are in conversation with Shawn Ansley, Managing Director at Vice Capital. Vice Capital is ...
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Season 1
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Episode 19
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15:16
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 we are in conversation with Kevin Peranio, Chief Lending Officer at PRMG. Kevin is focused on growing PRMG to $1 billion a month in loan volumes with a focus on all aspects of the lending process up to the point of funding. ...
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Season 1
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Episode 18
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21:27
In conversation with Eddy Perez, CEO at EPM: On all things - leadership, racial equity in lending and surviving the pricing war.
In this episode we are in conversation with Eddy Perez, Co-Founder & CEO at Equity Prime Mortgage. Eddy talks about his early years in the mortgage indus...
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Season 1
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Episode 17
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35:10
Driving impact in minority lending, women empowerment & culture of mentorship: with Patty Arvielo, Co-Founder & President at New American Funding
In this episode we are in conversation with Patricia Arvielo, Co-founder & President at New American Funding. Patty's inspiring journey in th...
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Season 1
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Episode 16
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35:21
How people centric leadership can be an edge in a hyper-competitive market: In conversation with Alexander Rosenblum
Peter Drucker once famously said - "Culture eats strategy for breakfast." All successful leaders recognize that culture of your company always determines success regardless of how effective your strategy may be.In this episode,
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Season 1
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Episode 15
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42:47
How to 'Build your own doors to be able to walk through them': in conversation with Laura Brandao, President at American Financial Resources
In this episode we are in conversation with the very charismatic - Laura Brandao, President at American Financial Resources (AFR). Laura's life story is nothing short of extra-ordinary. She candidly talks about her early professional years &...
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Season 1
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Episode 14
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48:00
Building an effective customer experience strategy to thrive in the present housing market conditions: In conversation with Craig Strent, CEO at Apex Home Loans
Mortgage lenders are operating in a highly competitive environment with declining refi volumes and dwindling housing supply. The question is - how do they rise above the rest and become the 'partner of choice' for prospective borrowers....
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Season 1
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Episode 13
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24:08
How can lenders unlock value by striving for racial equity in lending: In conversation with Mark A.Jones, CEO at Amerifirst Home Mortgage
Amerifirst Home Mortgage is one of the fastest growing financial company, as recognized by Inc. magazine, with presence in over 70 locations nationwide. In this episode we are in conversation with Mark A.Jones, CEO at Amerifirst to get ...
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Season 1
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Episode 12
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37:07
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How to build a winning culture at your company: An exclusive interview with David Lykken, CEO at Transformational Mortgage Solutions
In this special edition we are in a candid conversation with David Lykken. David is a 43 year industry veteran, has been an owner-operator of three mortgage banking companies, a software company and several leading consulting firms. He ...
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Season 1
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Episode 11
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38:31
CEO perspective on customer excellence - "Treat every loan file as a person's financial autobiography": In conversation with James Nader, CEO at McLean Mortgage
McLean Mortgage is a rapidly growing home mortgage lender based out of East Coast that was featured by Energage as a winner of the 2021 Top Workplaces USA.In this episode, we are in conversation...
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Season 1
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Episode 10
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56:49
How a focus on millennial homeowners can drive sustained growth for mortgage lenders: In conversation with Dan Holtz, CEO at Sovereign Lending Group
Sovereign Lending Group is a fast growing mortgage lender based out of California that has a laser sharp focus on millennial borrowers. It is this focus, that has helped them build a young workforce &a...
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Season 1
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Episode 9
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32:56
How a focus on culture, customer experience & process can drive 10x growth: In conversation with Rich Weidel, CEO at Princeton Mortgage
In 2018 Princeton Mortgage set out a target of 50,000 loans by 2028 - fast forward to 2020, it had already achieved this and is set to clock $ 1 billion in loan volumes.It is one of the fastest growing mortgage companies with a customer...
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Season 1
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Episode 8
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42:21
How the Mortgage collaborative brings 'Power of Network' to mortgage lenders : In conversation with Rich Swerbinsky, COO at The Mortgage Collaborative
In this episode we are in conversation with Rich Swerbinsky, COO at The Mortgage Collaborative (TMC). Over the years, TMC has grown into a powerful networking & collaboration platform for mortgage lenders. Rich shares how TMC helps le...
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Season 1
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Episode 7
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27:39
Can VA lending be the next big thing in mortgage markets: In conversation with Michael Oursler, COO at NewDay USA
VA backed mortgages made up 9.1% of new home sales in the first quarter of 2020, the largest market share since early 2016. Can it stay on a sustained growth path to increase its market share even further ?In this episode, we are in c...
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Season 1
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Episode 6
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25:08
How will interest rates shape mortgage originations in 2021 : In conversation with Steven Plaisance, Mortgage Banking President at Gateway First Bank
We are experiencing a historic low in mortgage interest rates, with rates going below 3% - how will this trend shape up in 2021 & 2022 ?What will be its impact on purchase & refinance originations ?In this episode, Steven Pl...
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Season 1
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Episode 5
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28:54
