Conversations with a Recovering Loan Officer

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

January 29, 2024 Pre-Approve Me Episode 45
Conversations with a Recovering Loan Officer
EP45 - Keeping It Competitive: Evan Wade’s Take on Mortgage Strategies
Show Notes

 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