Ask the Expert

Follow Ask the Expert
Share on
Copy link to clipboard

Join States Title, the leading title & escrow technology solution. As we invite real estate and financial services industry leaders to talk about their unique perspective on how to navigate the most difficult challenges faced by mortgage lenders during the current global health crisis.

States Title


    • Aug 6, 2021 LATEST EPISODE
    • monthly NEW EPISODES
    • 28m AVG DURATION
    • 19 EPISODES


    Search for episodes from Ask the Expert with a specific topic:

    Latest episodes from Ask the Expert

    The Future of Wholesale Lending

    Play Episode Listen Later Aug 6, 2021 30:49


    AmeriSave's Michael Brenning, President of their Wholesale Division joins us to discuss how utilizing technology helps them deliver exceptional experiences to their borrowers.Get to know strategy and tactics to grow your broker business and gain insight into the top performance metrics Michael and his team use to measure success.Hear the inside scoop on what he expects the future of wholesale lending to look like and how you can be better equipped to meet your customers' needs.

    Technology's Role in the Climb to $1B in loans

    Play Episode Listen Later Jun 10, 2021 29:25


    Rick Roque, Corporate Vice President, of Shamrock Home Loans joins us to discuss his team's path to reaching $1 billion in loan originations.Get insight on the technology that they are using to accelerate growth and streamline the mortgage process. Hear about the skills they're equipping their loan officers with and how they continue to build a culture of innovation.Be the first to hear his predictions about the impact shifting volumes across refinance and purchase will have on the mortgage industry. 

    Architecting the Future of Mortgage Lending

    Play Episode Listen Later Mar 25, 2021 30:02


    Selene Kellam, Chief Operating Officer for Thrive Mortgage, will sit down and talk to Jess Shamoun, Senior Director Business Ops at States Title, to discuss leveraging different technology, processes, and procedures to achieve a fully digital close.

    Strengthening Diversity in the Mortgage Industry

    Play Episode Listen Later Feb 25, 2021 28:23


    Tony Thompson, Founder and CEO of The National Association of Minority Mortgage Bankers of America discusses the disparity of people of color in the mortgage industry, building a more diverse workforce, and the state of housing in African American communities.

    Lending to the Military and Veteran Community

    Play Episode Listen Later Feb 4, 2021 27:44


    Bryan Bergjans, SVP, National Director of Military and Veteran Lending, Caliber Home Loans joins States Title's Director of Business Operations, Chuck Wood, to discuss how loan originators can better serve our Military and Veterans, the importance of educating borrowers, and marketing to this untapped community.

    Creating a True Customer Partnership

    Play Episode Listen Later Jan 7, 2021 22:57


    Lizy Hoeffer, Chief Experience Officer, CrossCountry Mortgage discusses achieving a unified customer experience, equipping your borrowers with educational tools, and tips and predictions to prepare for 2021.

    Consumer Lending Predictions for 2021

    Play Episode Listen Later Dec 10, 2020 30:26


    Jay Plum, Executive Vice President of Consumer Finance, Huntington National Bank joins States Title's CEO, Max Simkoff to discuss the impact of COVID on the mortgage industry and increased volume, 2021 consumer lending predictions, and the pressure to upgrade digital experiences for borrowers.

    Leveraging Insuretech in the Mortgage Industry

    Play Episode Listen Later Nov 19, 2020 30:07


    Adrian Jones, Deputy CEO of P&C Partners, SCOR joins States Title's CEO, Max Simkoff to discuss the role reinsurers have in insurance and mortgage, how insurance touches the residential mortgage process, and what the biggest insurable risk mortgage holders are ignoring.

    Customizing Lending to the Hispanic Community

    Play Episode Listen Later Oct 9, 2020 30:05


    Frank Fuentes, National Vice President of Multicultural Community Lending, New American Funding joins Head of Service Strategy, Kristin Miller at States Title to discuss mortgage lending to the Hispanic community, the misconceptions lenders might have about employment, lending, and homeownership in this community, and the importance of localizing the mortgage process to communities that have been historically under-represented.

    How to Underwrite Mortgages in the 21st Century

    Play Episode Listen Later Sep 24, 2020 29:22


    Nationally recognized independent underwriter, Dani Hernandez joins Senior Director of Business Ops, Jessica Shamoun, States Title to discuss the archaic mortgage loan process and how to streamline in-house procedures, what the Adverse Market Refinance Fee (AMRF) will mean for lenders and underwriters, and the need to prepare for a possible downturn from the current refi boom.

    The Age of the Tech-Assisted Mortgage

    Play Episode Listen Later Sep 10, 2020 29:08


    CEO of Loan Factory, Thuan Nguyen, joins States Title CTO, Hasan Rizvi, to discuss moving from data and engineering to the mortgage industry, building custom loan origination systems in-house, and the evolution of technology in the mortgage loan process.

    How Will COVID-19 Affect a Mortgage Lenders' Loan Processes

    Play Episode Listen Later Aug 13, 2020 33:37


    President and CEO of CMG Financial, Chris George, joins States Title CEO Max Simkoff to discuss how COVID-19 affected the mortgage lenders loan processes and what the industry will look like post-pandemic.

    How to Drive Real Estate Transactions in Today’s Market

    Play Episode Listen Later Jul 30, 2020 24:28


    Monica Pauli, San Francisco Founding Partner and Kate Tomassi, Residential Real Estate Sales from leading real estate technology company, Compass, join States Title CEO Max Simkoff to discuss the use of technology to drive transactions in today's market.

    How to Manage Community in a Crisis

    Play Episode Listen Later Jul 17, 2020 30:16


    Sarah Friar, Chief Executive Officer from the neighborhood social network, Nextdoor, joins States Title CEO Max Simkoff to discuss the importance of building a strong community and enabling trust in local residents.

    How to Close a Loan in 7 Days

    Play Episode Listen Later Jun 19, 2020 30:14


    Jay Promisco, Chief Production Officer from leading lender, Sierra Pacific Mortgage, joins States Title CEO Max Simkoff to explain how he and his team are able to close loans in as little as seven days by leveraging different technologies, processes and procedures.

    How to Drive Innovation During a Crisis

    Play Episode Listen Later Jun 4, 2020 26:23


    Technology pioneer Karen Richardson joins States Title CEO Max Simkoff to explain how to drive innovation during a crisis and why it’s essential to do so.About Karen Richardson: Karen Richardson is a growth-focused leader who has been at the forefront of every major phase of technology in Silicon Valley. During her 30-year career in the technology and software industry, she has held senior operating roles in the public and private technology sectors, including a role that took Netscape and its pioneering browser to market and opened the world wide web for business.

    How to Lead a Bank Through a Crisis

    Play Episode Listen Later May 15, 2020 32:25


    Join former CEO of BankUnited, John Kanas, as he weighs in on how to lead banks, through these unprecedented times with States Title CEO Max Simkoff.Kanas was tapped by FDIC Chair, Sheila Bair, to assist with the government’s response to the 2008 financial crisis. With less than 24 hours’ notice, Kanas flew to Florida and organized a group of investors to recapitalize BankUnited, a regional bank on the verge of collapse.About John Kanas: Currently a Senior Advisor and Vice Chairman at the Carlyle Group, Kanas spent over 30 years at the helm of his first company, North Fork Bank, which he sold to Capital One in 2006. Two years later, he was tapped by FDIC Chair, Sheila Bair, to assist with the government’s response to the 2008 financial crisis. With less than 24 hours’ notice, Kanas flew to Florida and organized a group of investors to recapitalize BankUnited, a regional bank on the verge of collapse./span>

    How to Forecast Economic Outcomes in a Crisis

    Play Episode Listen Later May 3, 2020 31:05


    Many real estate and financial services organizations are navigating unprecedented challenges during the current global crisis. Now's your chance to Ask the Expert!Join Lawrence H. Summers for a live Q&A. Summers will draw on his 30 years of financial and economic expertise and answer your questions on the current climate for the real estate and financial services industries.Former Treasury Secretary Lawrence H. Summers is one of America’s leading economists. In addition to serving as 71st Secretary of the Treasury in the Clinton Administration, Dr. Summers served as Director of the White House National Economic Council in the Obama Administration, as President of Harvard University, and as the Chief Economist of the World Bank.

    How to Organize Remote Closings in CA

    Play Episode Listen Later Apr 24, 2020 23:16


    Refis are up but restrictions caused by Covid-19 are making it harder to close loans in-person, as most transactions are traditionally conducted. This has caused a backlog of loans and lost revenue at small and large lenders alike. As part of our customer-obsessed attitude, we aim to provide our customers with progressive solutions not just though technological innovation, but also with processes and procedures we support. RON’s available in every state we cover, supported by our in-house notary team through the leading RON technology, with the following options available as applicable:Paper with wet signature from borrower – use a paper note, Fedex to borrower to be wet signed along with digital signing of the rest of the package in a RON session.LPOA Paper Note – use Limited Power of Attorney with paper notes to sign during a RON session with States Title wet signing paper note on behalf of borrower.Both Options are accepted by Fannie & Freddie and will work for FHA and VA.We will tag documents for you.Full Gap Coverage with no exceptions on the policy.Learn more at statestitle.com

    Claim Ask the Expert

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel