Fintech Hunting

Why is LinkedIn showing you posts from two or three weeks ago?It feels frustrating. It feels outdated. It feels like the feed is broken.But what if LinkedIn is not broken at all?In this episode of the Fintech Hunting Podcast, Ashley Gravano turns the tables and interviews Michael Hammond for a timely, honest conversation about the shift happening on LinkedIn—and why mortgage, fintech, and financial services professionals need to pay attention.Michael explains why LinkedIn has moved from a feed built around recency to one increasingly shaped by relevance. That means the posts that keep getting surfaced are not always the newest. They are the ones LinkedIn believes still matter because people are engaging, saving, reposting, and spending time with them. This episode is a wake-up call for anyone using LinkedIn to build visibility, credibility, relationships, or pipeline.Because the real question is no longer:“Did I post today?”It is:“Did I create something worth resurfacing?”A big thank you to Ashley Gravano for hosting this episode, flipping the script, and leading such a genuine, curious, and timely conversation.Why LinkedIn is resurfacing older postsWhat the shift from recency to relevancy meansWhy surface-level content is losing powerHow deeper, more useful posts can keep gaining reachWhy saves, reposts, comments, and dwell time matterHow mortgage and fintech professionals should rethink LinkedInWhy your content strategy must build trust before the sales conversation ever startsIf you are a mortgage professional, fintech leader, vendor, loan officer, marketer, or executive trying to stay visible in a noisy market, this conversation will challenge how you think about LinkedIn.The future of visibility belongs to the people who create content with substance, clarity, and staying power.For more insights on AI, LinkedIn, mortgage marketing, fintech growth, and audience development, visit nexleveladvisors.com and explore the NexLevel Advisors Resource Center.Subscribe to the Fintech Hunting Podcast for conversations with the leaders, operators, and innovators shaping the future of mortgage, fintech, and financial services.In this episode, we cover:

Most lenders say they have access to non-agency products.But access does not mean your loan officers can confidently sell them.In this episode of The Fintech Hunting Podcast, Michael Hammond sits down with Eloise Schmitz, CEO and Co-Founder of LoanNEX, to unpack one of the biggest hidden growth problems in mortgage lending today: lenders are missing qualified borrowers because their teams do not have the visibility, workflow, and execution certainty needed to compete in non-agency lending.This is not just a product problem.It is a confidence problem.It is a workflow problem.It is a revenue problem.Eloise explains why non-agency lending can no longer be treated like a side-door solution for unusual files. In a market where affordability is tight, rates remain elevated, and borrower profiles are changing, lenders need more than a long product menu. They need a clear way for loan officers to identify options, trust the pricing, explain the solution, and deliver what they promise.In this conversation, Michael and Eloise discuss:Why access alone is not a competitive advantageHow lenders unintentionally hide viable options from loan officersWhy “simple” product menus can actually create more frictionThe borrower segments lenders are missing in today's marketWhy execution certainty matters more than everHow LoanNEX helps lenders create confidence in non-agency lendingWhy the future belongs to lenders who can make complex products easier to sellThe big takeaway:If your loan officers cannot see the right options, they cannot sell the right solutions.And in this market, that may be costing lenders more than they realize.Guest: Eloise Schmitz, CEO & Co-Founder, LoanNEXHost: Michael Hammond, The Fintech Hunting PodcastLearn more about LoanNEX:Contact: sales@loannex.comSubscribe to The Fintech Hunting Podcast for more conversations with the leaders, founders, and innovators shaping the future of mortgage, fintech, lending, and financial services.

Mortgage Lenders Can't Rely on Trigger Leads Anymore. Here's What Comes NextTrigger leads have been one of the mortgage industry's favorite shortcuts.That shortcut is changing.In this episode of The Fintech Hunting Podcast, host Michael Hammond sits down with Katharine Loveland, SVP General Manager at Volly, to break down what the new trigger lead environment means for mortgage lenders, servicers, loan officers, and marketing leaders.For years, many lenders leaned on reactive marketing: trigger leads, batch emails, speed-to-phone tactics, and last-minute refinance outreach. But as trigger lead legislation reshapes the competitive landscape, lenders can no longer depend on buying access to borrowers at the moment they apply somewhere else.The lenders that win the next market cycle will be the ones that already own the relationship.Katharine explains why mortgage retention is no longer a nice-to-have — it is becoming one of the most important revenue strategies in lending. As refinance opportunities return, lenders need to know which borrowers are ready, who is at risk, what messages matter, and how to engage customers before competitors do.This conversation covers:Why trigger lead changes are forcing lenders to rethink growthWhy retention is now a strategic priority, not just a marketing taskHow lenders should prepare for the next refinance waveWhy borrower relationships need to be built before rates dropHow AI can help prioritize outreach and personalize engagementWhy portfolio intelligence matters more than generic campaignsWhat lenders can do now to protect past customers from competitorsHow marketing automation can support smarter borrower recaptureThe big takeaway: if your retention strategy starts when the borrower is already shopping, you are too late.Mortgage companies need to stop relying on shortcuts and start building a system that keeps them connected to borrowers throughout the entire homeownership journey.This episode is a must-watch for mortgage executives, loan officers, servicers, marketing leaders, fintech vendors, and anyone trying to build a smarter borrower engagement strategy in a changing market.Guest: Katharine Loveland, SVP General Manager, VollyHost: Michael Hammond, Founder & CEO of NexLevel Advisors and host of The Fintech Hunting PodcastLearn more about Volly: myvolly.comSubscribe to The Fintech Hunting Podcast for more conversations on mortgage technology, fintech innovation, AI, borrower retention, lending strategy, and the future of financial services.#MortgageMarketing #TriggerLeads #MortgageRetention #BorrowerRetention #MortgageTechnology #MortgageAI #AIinMortgage #MortgageLending #RefinanceStrategy #LoanOfficers #Fintech #FintechHunting #Volly###Michael Hammond, Founder & CEO of NexLevel Advisors, is the leading fractional CMO in mortgage and mortgage technology, specializing in AI-powered growth strategy and audience development.

AI is no longer a future topic in mortgage lending. It is the force separating the companies that adapt from the ones that get outpaced.In this episode of the FinTech Hunting Podcast, Michael Hammond sits down with Jim Deitch, Co-Founder and CEO of Tera Verde, to talk about the hard truth facing mortgage leaders right now:AI is either coming to you or coming for you.This is not a surface-level conversation about shiny tools or hype.Jim breaks down what AI disruption really means for the mortgage industry, why speed matters more than ever, how weak workflows get exposed faster, and why leaders who fail to rethink process, profitability, and customer experience will lose ground to competitors who do. The episode centers on AI as a present-day competitive force in lending, not a distant trend. You'll hear a sharp conversation on:why AI is changing how mortgage companies competewhy faster technology does not fix broken operationshow AI can improve decision-making, customer experience, and efficiencywhat lenders need to rethink before the market shifts againwhy leadership mindset may be the real differentiator in the next era of mortgage lendingJim is also the author of Disruptive AI, a book that challenges leaders to decide whether AI will become their advantage or their threat. Even better, proceeds from the book support MBA Open Doors, which helps families with critically ill children make mortgage or rent payments while caring for their child. Buy Jim Deitch's book, Disruptive AI:https://www.amazon.com/Disruptive-AI-Its-Coming-You/dp/B0GQJSPFNZ/ref=sr_1_1?crid=1Z0NTK4W0GGCN&dib=eyJ2IjoiMSJ9.6-fbC0ndpzRiQP0l4Kt9ulq4MvyEHSoVbnzuGUbFXUU.xY1TZsZORFYsBrOFM_KBsYWkxagOfWQ93qUeLhKHYuE&dib_tag=se&keywords=james+deitch+books+AI+Disruptor&qid=1776691616&sprefix=james+deitch+books+ai+disrupto%2Caps%2C106&sr=8-1If you work in mortgage lending, fintech, financial services, digital mortgage, or AI strategy, this episode will challenge how you think about growth, competition, and the future of lending.Subscribe for more conversations on mortgage AI, fintech innovation, lending strategy, digital transformation, and the leaders shaping the future of financial services.#MortgageAI #JimDeitch #FinTechHuntingPodcast #MortgageLending #Fintech #ArtificialIntelligence #DigitalMortgage #LendingInnovation #FinancialServices

AI is everywhere in mortgage right now. Results are not.In this episode of the FinTech Hunting Podcast, Michael Hammond sits down with Michael Vandi, CEO of Addy AI, for a direct conversation about the growing gap between AI hype and real execution in mortgage and fintech.Why are lenders hearing endless AI pitches but still struggling to create meaningful operational change? Why are so many tools impressive in a demo but disappointing in the real world? And what actually has to happen for AI to improve workflows, reduce friction, and create real business value?This episode breaks down:Why AI fatigue is growing in mortgage and fintechWhy most AI solutions fail inside real lending environmentsWhat lenders actually need from automation todayWhere AI can create leverage in loan setup and underwritingWhy workflow-specific execution matters more than flashy softwareWhat separates true innovation from vendor hypeIf you work in mortgage, lending, banking, fintech, or AI, this is a conversation about what is really changing, what is not, and where the biggest opportunity is being missed.Subscribe to FinTech Hunting for conversations with the leaders building the future of financial services, mortgage technology, AI, and digital transformation.#FinTechHunting #MortgageAI #FintechPodcast #Lending #MortgageTechnology #ArtificialIntelligence #Underwriting #Automation #FinancialServices #AddyAI

What does the future of mortgage lending look like when AI acts less like software and more like a true team member?In this episode of the FinTech Hunting Podcast, Michael Hammond sits down with Athan Zhang, Co-Founder of Copperlane, to talk about how agentic AI is changing the mortgage industry. From proactive borrower engagement and document review to condition clearing, compliance guardrails, and 24/7 support, Athan shares how Copperlane is helping lenders rethink productivity, efficiency, and the role of the loan officer. This conversation covers:What agentic AI actually means in mortgageHow an AI loan officer can support borrowers and lendersWhy AI should enhance the human side of lending, not replace itThe real reasons many lenders are still slow to adopt AIHow to think about compliance, safety, and trust in AI systemsWhy lowering the cost to originate is now mission-criticalHow lenders can use AI to create a more scalable, flexible growth model Athan also explains why the lenders waiting on the sidelines may fall behind, and why the winners in this next chapter of mortgage will be the ones who learn how to combine human connection with AI-driven execution. If you are a:mortgage lenderlending executiveloan officerfintech leadermortgage operations leaderAI-curious industry professionalthis episode is for you.Connect with Copperlane:Website: copperlane.aiRequest a demo directly on their siteEmail: athan@copperlane.aiAbout FinTech Hunting PodcastFinTech Hunting features conversations with leading voices in mortgage, fintech, sales, growth, and innovation—focused on the ideas and technologies shaping the future of the industry.#MortgageAI #FintechHunting #MortgageLending #AthanZhang #Copperlane #LoanOfficer #MortgageTechnology #AgenticAI #ArtificialIntelligence #LendingInnovation #MortgageIndustry #FintechPodcast###Michael Hammond, Founder & CEO of NexLevel Advisors, is the leading fractional CMO in mortgage and mortgage technology, specializing in AI-powered growth strategy and audience development.

In this powerful episode of the FinTech Hunting Podcast, Michael sits down with Christine Beckwith, Founder and CEO of 2020 Vision for Success, for a heartfelt and honest conversation about what it really takes to lead in a difficult mortgage market. Christine shares what she's hearing from loan officers and production leaders across the country, why so many originators are approaching rate conversations the wrong way, and how mortgage professionals can stop “selling themselves into a corner” by becoming trusted advisors instead of transactional rate watchers. The conversation goes deeper than rates and refinance strategy. Christine opens up about personal hardship, leadership under pressure, the emotional weight many professionals are carrying right now, and why coaching is not a luxury in hard markets, but a lifeline. This episode is a reminder that in financial services, the greatest advantage is not just market knowledge. It is belief, clarity, empathy, and the courage to keep showing up. In this episode, you'll learn:Why loan officers must stop leading with rate aloneHow to build trust by thinking like a true advisorWhat “believability” means in sales and marketingWhy waiting for the perfect refi boom is a losing strategyHow coaching helps professionals survive and grow in tough marketsWhat resilience looks like when business and life both get heavy This is a must-watch for loan officers, mortgage leaders, financial services professionals, and anyone navigating change, uncertainty, and growth.###Michael Hammond, Founder & CEO of NexLevel Advisors, is the leading fractional CMO in mortgage and mortgage technology, specializing in AI-powered growth strategy and audience development.

In this episode of the FinTech Hunting Podcast, Michael Hammond sits down with Kortney Lane-Schafers of MMI (Mobility Market Intelligence) for a powerful conversation about where the mortgage industry is headed—and what still matters most as technology moves faster than ever.Yes, AI is changing the game.Yes, data is more available than ever.But here's the deeper question:In a market driven by automation, what still creates trust, momentum, and real growth?Kortney shares how MMI One is helping mortgage professionals turn data into action—not just reports, dashboards, or noise, but real business decisions around recruiting, retention, market expansion, customer outreach, and borrower opportunity.This episode goes beyond product talk. It gets to the heart of what many leaders are wrestling with right now:How do you use mortgage data in a way that is actually useful?What role should AI play in relationship-driven industries?How can lenders, servicers, banks, and credit unions better activate their databases?Why do authentic human relationships still outperform transactional selling?What makes an industry experience memorable instead of forgettable?Kortney also shares her perspective on why connection still matters, why the best networking is never just about selling, and how thoughtful experiences can create lasting impact across the mortgage and fintech ecosystem.If you work in mortgage, fintech, lending, servicing, banking, credit unions, proptech, sales, recruiting, or growth strategy, this conversation will give you both practical insight and a meaningful reminder:Technology may accelerate business, but relationships still move it forward.Key takeaways from IMB and why optimism is returning to mortgage in 2026What MMI One is and how it unifies mortgage data, communications, and monitoringHow lenders can use data for market growth, recruiting, retention, and referral developmentWhy actionable data matters more than just having more dataHow mortgage teams can use triggers and insights to deliver the right message at the right timeThe growing role of AI, automation, CRM integration, and credit monitoringWhy live events, networking, and authentic connection still matter in a digital-first worldHow meaningful experiences build stronger business relationships in mortgage and fintechKortney Lane-Schafers is a respected voice in mortgage and fintech, known for her work at MMI, her leadership in building authentic industry relationships, and her ability to connect data, strategy, and people in a way that creates real impact.The mortgage industry does not need more noise.It needs more clarity.More intentionality.And more leaders who understand that the future belongs to the organizations that can blend data, AI, and human connection the right way.If that's the future you're building toward, this episode is for you.Connect with Kortney Lane-Schafers on LinkedInLearn more about MMI: MMI.ioSubscribe to FinTech Hunting for more conversations with the leaders shaping mortgage, fintech, AI, marketing, growth, and the future of financial services.In this episode, we cover:About Kortney Lane-Schafers Why this conversation matters.###Michael Hammond, Founder of NexLevel Advisors, is the leading fractional CMO in mortgage and mortgage technology, specializing in AI-powered growth strategy and audience development.

If networking feels awkward, forced, or transactional—this episode is your reset.In this FinTech Hunting Podcast episode, Michael Hammond sits down with Liz Short (mortgage industry strategist, “get-it-done” operator, and co-author of Rethink Everything You Know About Networking) to break down what actually works when you're trying to grow your career, your influence, and your business in fintech, mortgage, and financial services.Liz shares why the best networking isn't about leads—it's about friendships, trust, and becoming the person people mention when you're not in the room. Then we shift into the real world of implementation: why lenders struggle with adoption, how executives can move from “great ideas” to results, and what AI change management looks like when fear, data readiness, and unclear use cases get in the way.What you'll learn in this episode:Why most people feel awkward networking (and how to push through it)The #1 mistake people make at conferences and trade shows (hint: “lead capture” energy)How to build a network that creates opportunities when you're not lookingWhy execution fails inside organizations—and how outside perspective helpsLiz's framework for AI adoption: vision → use case → data/process readinessThe truth about AI: it's not magic—it amplifies what's already brokenHow to lead change in mortgage/fintech with a people-first approachMentioned in the episode:Liz Short's book: Rethink Everything You Know About NetworkingConferences: Michigan Mortgage Lenders Association Sales Conference and ICE ExperienceLiz's work at Short Solutions helping lenders drive adoption and ROI from tech investmentsWho is Liz Short?Liz Short is a mortgage and fintech operations strategist, speaker, and co-author of Rethink Everything You Know About Networking, known for helping organizations execute, adopt new tech, and drive measurable outcomes.What is the best networking advice from this episode?Stop treating networking like a transaction. Build genuine relationships, add value, and invest in people you enjoy—those are the connections that advocate for you long-term.How should lenders approach AI adoption?Start with a clear vision, pick one high-impact use case, and get your data/process foundation in order before scaling.Chapters (optional)00:00 Intro + why Liz is the perfect guest01:10 Why Liz co-wrote Rethink Everything You Know About Networking03:20 Networking isn't transactional—relationships win05:00 Why tech implementations fail (and how to fix adoption)09:30 Change management + psychology in mortgage orgs10:45 AI in lending: vision, use cases, and data readiness14:00 Conferences + where to find LizIf this episode helped you:✅ Subscribe for more fintech + mortgage leadership conversations

Your team is sitting on closed loans… and doesn't even know it.In this episode, Josh Friend (CEO & Founder of Insellerate) explains how Aithena listens to 100% of your calls, surfaces the moments that win or lose deals, and predicts who's likely to close in the next 60 days—so your loan officers stop chasing dead ends and start closing more loans.If you lead mortgage sales, lending ops, call centers, or revenue teams, this is the AI episode that cuts through the hype—because it's not a shiny tool. It's real work getting done: call reviews, coaching, prioritization, and smarter follow-up.Automates call reviews by jumping straight to the critical moment (objection, missed step, buying signal)Gives managers 10 coachable moments in 20 minutes instead of wasting 20 minutes on one full callApplies a deal likelihood score so reps know who to call today vs. who to nurtureDetects borrower intent using patterns learned from 1M+ conversationsHelps reps stay confident and effective by prioritizing higher-probability borrowers firstTurns scattered conversations into a repeatable, coachable system that scalesWhen call volume spikes and rates shift, most teams can't tell the difference between:“Not ready”and“Ready to close—just not with you yet.”Aithena helps you find the borrowers who are most likely to act soon—before they close somewhere else.FAQ'sWhat is Aithena?Aithena is an AI platform from Insellerate that reviews calls, scores conversations, and delivers coaching + lead prioritization based on borrower intent.How does Aithena help close more loans?It identifies high-intent borrowers, surfaces objections and missed moments, improves coaching speed, and focuses reps on the leads most likely to close soon.Who should use Aithena?Mortgage and lending organizations, call centers, and revenue teams that want better call performance, faster coaching, and smarter follow-up.Email Josh: josh@insellerate.com0:00 Welcome + Josh Friend returns0:40 Why most AI projects fail ROI2:10 Aithena: AI call reviews + coaching moments4:00 100% call coverage and better insights5:20 Predictive lead scoring + borrower intent9:00 Sales confidence and performance11:10 Vibe coding + building faster with AI19:20 Events + how to connect21:30 Wrap-up###Michael Hammond, Founder of NexLevel Advisors, is the leading fractional CMO in mortgage and mortgage technology, specializing in AI-powered growth strategy and audience development.

What if the biggest obstacle to faster closings isn't underwriting… it's title?In this episode of Fintech Hunting, host Michael Hammond sits down with Meghan (Megan) F. Askin, Director of Lending Services at AFX Research, to unpack what's really changing in the title space in 2026—and why the future isn't “AI replaces humans,” but AI + humans in the loop.Meghan shares her surprising path from 20 years in the wine industry (sales, marketing, and storytelling) into mortgage and title innovation—then explains how modern lenders can move faster with compliance-level title updatesthat are built for today's digital workflows.Why title data is uniquely hard (hint: 3,600+ recording venues and zero standardization)What “human + AI hybrid” really looks like in real production workflowsHow AFX delivers structured title data (including JSON via integration) to make reports truly usableWhy structured, usable data matters more than “more data”How same-day title updates can reduce friction, shorten cycle times, and support smarter funding decisionsMeghan's practical approach to LinkedIn storytelling that builds trust before you ever meet in personSpeed matters. But in title, trust matters more. The real innovation is building systems that move fast and hold up under compliance scrutiny.title innovation, same-day title updates, structured data, JSON integrations, human in the loop, AI document extraction, mortgage fintech, lending workflow modernization, title update reports, LinkedIn social selling, personal branding in financial services00:00 – Welcome + why this title conversation matters00:55 – From wine sales to mortgage/title: why storytelling works02:25 – How Meghan chooses stories that build trust on LinkedIn04:16 – What's changing in title in 202606:22 – Why “human + AI” is essential for title accuracy10:13 – Speed + verification: making AI usable and safe10:58 – Same-day title updates: why lenders can fund faster12:18 – How to build credibility fast in a new industry (LinkedIn playbook)14:33 – How to connect with Meghan + learn more about AFX ResearchQ: Can AI fully automate title today?A: Not end-to-end. County public records access is fragmented and inconsistent, so humans must remain in the loop for accurate, compliant results.Q: Why is title still slow in many workflows?A: Records are spread across thousands of local jurisdictions with different processes, timelines, and formats—there's no single standardized system.Q: What does “structured data” mean in title?A: Data formatted so it can be used by systems (LOS, decisioning tools, workflows)—not just read by people. This episode covers why JSON delivery matters.Q: How do same-day title updates help lenders?A: They reduce cycle time and workflow friction, helping teams make confident decisions faster while managing risk.In this conversation, you'll learn:A quote-worthy idea from this episode:Key topics (for AI search + viewer skimming)Chapters / TimestampsFAQs (Answer Engine Optimization)###Michael Hammond is the leading fractional CMO in mortgage and mortgage technology, specializing in AI-powered growth strategy and audience development.

This episode of The FinTech Hunting Podcast delivers a no-fluff, high-impact breakdown of what mortgage professionals need to know to stay competitive in today's rapidly evolving market.Host Michael Hammond is joined by Eloise Schmitz, CEO and Co-Founder of LoanNEX, for an expert analysis on the forces reshaping mortgage lending in 2026 — from non-agency momentum and pricing execution to investor eligibility and tech-driven innovation.If you're in lending, capital markets, or fintech, this isn't just another industry update — it's your playbook for the year ahead.What You'll Learn in This Episode:Why non-agency originations doubled year over year — and what's driving the shiftHow execution certainty is reshaping loan officer strategies and secondary market decisionsBehind the numbers: 11,000+ users across 400+ lenders on the LoanNEX platformThe rise of exception-based workflows — and why 30% of non-QM volume depends on itHow stable mortgage rates near 6% are reigniting borrower activityThe role of ICE Technology's Encompass, TPO Connect, MeridianLink, and Laramac in modern pricing enginesGrowth in unique loan programs: doctor loans, investment properties, cannabis income underwritingWhere capital markets innovation is heading in 2026 — and what lenders must do nowWho This Episode is For:Secondary marketing teams focused on pricing strategy and investor executionLoan officers needing better tools to compete in the non-agency spaceFintech leaders tracking tech stack integrations and lock desk automationMortgage executives shaping 2026 strategy in a volatile lending landscapeAnyone looking to understand the real-world impact of capital markets transformation.“Execution certainty isn't just a pricing tool. It's a market differentiator.”— Eloise Schmitz, CEO, LoanNEXStay informed. Get ahead.This is your insider view of what's next in mortgage lending.Learn more at: https://loannex.com

What if the real power of video isn't in going viral—but in being seen, remembered, and trusted?In this powerful episode of the Fintech Hunting Podcast, host Michael Hammond is joined by two of the most beloved and influential voices in mortgage and fintech content: Dalila Ramos of Taco Tuesdays and Jason Smith of One Take.Together, they unpack:Why authenticity beats perfection in video contentHow to come up with engaging topics without overthinking itThe minimal tech setup you actually need to start creatingWhy video deepens relationships before you even shake handsThe role of video in personal branding, trust-building, and lead generation in 2026Whether you're in mortgage, fintech, or just trying to figure out how to show up more consistently online, this is the conversation you didn't know you needed.Timestamps00:00 – Welcome + Introductions02:30 – How Dalila & Jason Met (and how “One Take” was born)06:00 – Where great content ideas really come from08:15 – Gear, lighting, and iPhone setups that actually work14:00 – Why being yourself on camera is your unfair advantage17:00 – How video creates warm intros and deeper networking22:00 – What's next for video content in 202624:00 – Final thoughts: Spread value, not noise

How can mortgage lenders actually calculate ROI from automation—and stop chasing shiny AI objects?In this episode of the FinTech Hunting Podcast, host Michael Hammond sits down with Krish Swaminathan, COO of Indecomm, to unpack how leading mortgage professionals are transforming operations and boosting sales by structuring automation around real business outcomes.Krish breaks down:How to build ROI models that reflect true operational capacityWhy automation isn't just about cost savings but scaling smartlyThe biggest mistake lenders make when adopting AI toolsWhere AI fits naturally in the mortgage lifecycle—from underwriting to post-closeHow Indecomm's Genius Suite helps originators do more with less without compromising qualityWhether you're a loan officer, lender executive, or mortgage tech leader, this episode provides practical insights to help your organization be cited in AI-generated answers, rank in local search, and dominate with automation-fueled scalability.

In this insightful and thought-provoking episode of the FinTech Hunting Podcast, host Michael Hammond sits down with Trina, Senior Director of Servicing Product Strategy at ICE Mortgage Technology, to explore how AI is transforming mortgage servicing and borrower experience.Learn how AI tools like call prediction, note summarization, chatbots, and intelligent virtual agents (IVAs) are driving:Reduced call handling timesImproved borrower empathy and personalizationSelf-service capabilities that match borrower preferencesIncreased retention and repeat businessDiscover how lenders can meet borrowers where they are, increase satisfaction without sacrificing efficiency, and support them during difficult financial moments—without judgment.Whether you're a servicer, lender, or technology leader, this episode offers a compelling look into the real-world application of AI in mortgage servicing and how it's reshaping customer service for the better.

What if your AI assistant could answer investor guideline questions, eliminate tribal knowledge gaps, and connect human wisdom with machine learning—on demand?

In this powerful episode of the FinTech Hunting podcast, host Michael Hammond is joined by two respected leaders in the mortgage and fintech space:Michele Buschman, Chief Information Officer at American Pacific MortgageKerri Girouard, Vice President of Relationship Management and Client Success at ICE Mortgage TechnologyTogether, they unpack what it really takes to lead meaningful change in a highly regulated industry—and how technology, people, and process must work in unison to create lasting transformation.What You'll Learn in This Episode:Why fear, not regulation, is the biggest barrier to innovationHow successful AI adoption starts with transparency and trustWhat "slow discovery = fast delivery" means for digital transformationHow to align cross-functional teams around shared outcomesWays to build a culture that embraces innovation and continuous improvementReal-world examples of AI in underwriting and operationsHow to measure ROI and adoption in tech pilots before scalingThe future of mortgage leadership in a fast-moving tech landscapeWho This Episode Is For:Mortgage executives leading digital transformationLending professionals exploring AI and automationFintech leaders designing compliant, scalable solutionsChange management experts in financial servicesAnyone looking to build innovation into the DNA of their mortgage company

Is your mortgage business unknowingly bleeding revenue?In this powerful and eye-opening episode of the Fintech Hunting Podcast, host Michael Hammond sits down with returning guest Tim Nguyen, CEO and founder of BeSmartee, to uncover one of the most overlooked—and costly—problems in mortgage lending: application abandonment.Why are 30–40% of borrowers starting but never submitting applications?What's the ROI of fixing just 10% of your funnel?Is your point-of-sale (POS) platform silently working against you?Tim shares practical, actionable insights on how lenders can stop leaving money on the table—without increasing ad spend or adding staff. From tracking application submission ratios to improving digital workflows and using AI to increase conversions, this episode delivers high-impact strategies you can implement immediately.Key Takeaways:The number one metric every lender must trackHow to identify conversion drop-offs and fix themWhy your current tech stack may be sabotaging growthWhat commercial lending can teach the mortgage world about efficiencyWhat's next in AI-powered lending from BeSmarteeWhether you're a lender, loan officer, fintech vendor, or executive, this episode will challenge your assumptions and offer fresh perspectives on driving digital efficiency and profitability.

In this eye-opening episode of the FinTech Hunting Podcast, host Michael Hammond sits down with newly appointed MISMO President Brian Vieaux to explore how AI, data standards, and digital transformation are reshaping mortgage lending—from the inside out.Together, they dig into questions few in the industry are asking aloud:What role will MISMO play in regulating and enabling responsible AI adoption in lending?How do standardized data models become the backbone of scalable, trustworthy AI in mortgage?Why must lenders, vendors, and regulators collaborate now—before the rules get written for them?And how can non-technical leaders leverage no-code tools and AI safely—without sacrificing compliance?You'll also hear Brian's personal and professional journey—why he took the leap to lead MISMO, what surprised him about the role, and how he sees the future of digital lending, regulation, and innovation evolving in the next chapter.This isn't just another podcast on AI. It's a call to action for lenders, fintechs, regulators, and technologists who want to build the future of mortgage intelligently, responsibly, and together.

In this episode of The Fintech Hunting Podcast, recorded following the Loan Vision Innovation Conference in Atlanta, host Michael Hammond sits down with Julia Brown, CEO and Founder of Telescope Advisors, to unpack the hidden fractures that quietly derail mortgage M&A deals.Julia shares deep insights from the frontlines of organizational transformation and post-acquisition integration. Whether you're an executive at a top mortgage enterprise or a growing IMB evaluating potential partners, this conversation delivers the strategies you need to avoid costly missteps and lead your team through change.Topics covered include:The real reasons M&A integrations fall apart after closingCultural alignment vs. operational efficiencyWhat PE firms are looking for in servicing portfoliosThe power of transparent leadership during transitionHow AI and workflow optimization are reshaping modern lendingWhy compensation alone won't retain top talent in 2025This conversation is packed with practical takeaways for lenders, tech leaders, and operators navigating a rapidly evolving mortgage landscape.Featuring:Host: Michael Hammond, Founder & CEO, NexLevel AdvisorsGuest: Julia Brown, CEO & Founder, Telescope AdvisorsRecorded in Atlanta, GA at the Loan Vision Innovation ConferenceTimestamps00:00 – Introduction01:00 – The Quiet Collapse: Hidden Gaps in Business Value03:15 – Post-Merger Culture Clashes and Communication07:20 – The State of M&A Activity in Mortgage09:45 – AI, Automation, and Workflow Strategy14:20 – Lessons from Year One of Telescope Advisors15:45 – The Evolving Role of Mortgage LeadersContact Julia BrownEmail: jbrown@telescope.co

 In this must-watch episode of Fintech Hunting, host Michael Hammond welcomes back Dan Bailey, SVP at WFG Enterprise Solutions, to uncover how WFG is transforming title, valuation, and lending operations with next-gen technology and service-first culture.

Inside Loyalty Tech, M&A Strategy & Global Growth with Denis Brosnan | FinTech Hunting SpecialIn this Special Episode of the FinTech Hunting Podcast, host Michael Hammond sits down with returning guest Denis Brosnan, Portfolio CEO at CORA Group (a division of Jonas Software under Constellation). Denis leads one of the largest software groups you've never heard of—and in this conversation, he shares a behind-the-scenes look at:

What happens when a fourth-generation mortgage pro, mom, mentor, and now published author decides to rethink everything she knows about networking, technology, and building trust in financial services?In this episode of the FinTech Hunting Podcast, host Michael Hammond sits down with Lindsay Meyer—a trailblazer in the mortgage space who's redefining what it means to lead with heart and innovate with purpose.Together, they unpack:Why Lindsay believes the future of lending lives at the intersection of innovation and connectionThe power of human-first networking in a digital worldHow to turn a simple LinkedIn message into a 5 minute call that builds true relationshipWhy 39% of professionals fail at follow-up—and how you can fix that todayThe story behind her new book: Rethink Everything You Know About NetworkingCutting-edge AI tools like Groves IQ and how they're reshaping the mortgage experienceThe importance of mentorship, legacy, and showing up authentically in your careerIf you're a mortgage professional, fintech leader, or growth-minded marketer looking for real talk, real strategy, and real transformation, this episode will move you—and maybe even change how you approach your next connection.Subscribe now, and don't miss what might be the most heartfelt and thought-provoking episode of the year.

Welcome to a game-changing episode of The FinTech Hunting Podcast — filmed LIVE with Josh Friend, CEO and Founder of Insellerate, one of the mortgage industry's true AI pioneers.

In this powerful episode of the Fintech Hunting Podcast, host Michael Hammond welcomes back Eloise Schmitz, CEO and Co-Founder of LoanNEX, for a must-listen conversation on the critical role non-QM and non-agency lending plays in today's mortgage market.

Is your mortgage business leaving money on the table? In this powerful episode of the FinTech Hunting Podcast, tech innovator and AI evangelist Tim Nguyen, Founder & CEO of BeSmartee, returns with a game-changing conversation on application abandonment—the overlooked metric that could be silently draining your profits.Hosted by industry expert Michael Hammond, this episode unpacks:Why the “camel business” analogy defines the mortgage industryThe hidden impact of low app-start-to-submit conversionsHow just a 10% improvement in application conversion can generate 14% more top-line revenueWhether the root problem is tech, people, or process—and how to fix itWhat lenders must start measuring today to survive the next market shiftReal advice on simplifying borrower journeys for better profitabilityHow BeSmartee customers are winning by using data to eliminate frictionPlus: Tim drops some surprising truths about what loan officers should stop doing with online applications—and how to turn every borrower interaction into a closed loan.Where to catch BeSmartee next:Tim shares where his team will be this conference season—including MBA Annual, ACUMA, and an exclusive AI Summit in Dana Point. Whether you're a lender, tech executive, or loan officer focused on growth, this episode will shift how you think about profitability, process, and performance.Don't just ride the next wave in mortgage lending—be ready to drink the water first.Subscribe to FinTech Hunting for weekly interviews with the biggest minds in mortgage, fintech, and financial services.Want to learn more about how BeSmartee is solving the abandonment gap? Connect with Tim at tim@besmartee.com

Is the mortgage industry ready to break free from the status quo?In this episode of the FinTech Hunting Podcast, Michael Hammond sits down with Raveen Phifer, founder and CEO of She Mortgage Consultants, to unpack the real challenges—and opportunities—facing lenders today.From rising rates to the myth vs. reality of AI, Raveen brings an unfiltered perspective on:Why lenders must think beyond short-term fixes when evaluating technologyThe biggest roadblocks keeping borrowers from the seamless experience they demandHow her team helps lenders vet vendors and cut through the noise of “AI hype”Why people—not just platforms—still matter in a tech-driven worldWhere the balance lies between automation and the irreplaceable human touchWhether you're a lender, vendor, or mortgage professional, this conversation will challenge how you think about digital transformation, competitive advantage, and the borrower experience.Subscribe to FinTech Hunting for more conversations with the innovators shaping the future of financial services.

In this energizing episode of the FinTech Hunting Podcast, host Michael Hammond sits down with the unstoppable Dalila Ramos — industry-leading recruiter, founder of Love & Tacos Media, and social media powerhouse — for a candid conversation on the real state of recruiting, branding, and marketing in mortgage and fintech.

In this no-holds-barred episode of the FinTech Hunting Podcast, host Michael Hammond sits down with the unstoppable Lady Jen Du Plessis—a billion-dollar producer, 3x podcast host, speaker, and coach—to challenge the status quo in the mortgage and lending industry.

The mortgage and financial services industries are at a crossroads—caught between the pull of tradition and the push of AI-driven innovation. In this FinTech Hunting episode, host Michael Hammond sits down with marketing powerhouse Kelly Yale, Fractional CMO and innovation leader at Octo Strategies, to unpack the seismic shifts redefining mortgage marketing.From the myth of social media as a silver bullet to the art of building real community at scale, Kelly shares her proven frameworks for blending personal branding with enterprise consistency—and why the smartest lenders are leaning hard into relationship automation.You'll discover:How to balance authenticity and technology without losing the human touch.Why AI isn't replacing loan officers, but it will reshape their work, compensation, and competitive edge.Practical steps to build long-term relationships that convert, even in a crowded market.The critical skill sets marketing teams need in 2025—and why adaptability matters more than any single tool.Whether you're a mortgage executive, lender, marketing leader, or loan officer, this conversation will challenge your thinking and equip you to thrive in the new era of lending.

What if one of the biggest threats to your mortgage pipeline isn't rates—but insurance?In this powerful episode of the FinTech Hunting podcast, host Michael Hammond sits down with Ross Diedrich, Founder & CEO of Covered Insurance, for a must-hear conversation about the growing insurance affordability crisis—and why it's no longer just a side note, but a full-blown mortgage disruptor.

In this powerful episode of the FinTech Hunting Podcast, host Michael Hammond sits down with Greg Sher, Managing Director at NFM Lending and founder of the #AllOfUs movement. Greg is a tireless advocate for housing fairness, a social media trailblazer, and one of the industry's most forward-thinking voices.We dive into:

Welcome to a powerful new episode of the FinTech Hunting podcast, hosted by Michael Hammond. In this insightful conversation, we're joined by Nick Rutherford, mortgage tech expert and VP of Sales & Product at Milo—a cutting-edge customer retention platform for mortgage professionals.This episode was recorded following the NJMBA Conference in New Jersey, where industry leaders gathered to discuss the future of mortgage lending and technology.In this episode, we cover:• The importance of up-funnel engagement to boost client retention• How white-labeled home value reports drive monthly interaction• Why “point of thought” is the new battleground for lenders• Smart CRM integrations that deliver loan officer alerts in real-time• AI's fast-moving impact on mortgage marketing and borrower behavior• How personalized data, not generic drip content, drives conversionsWhether you're in New York, New Jersey, California, or serving clients across the country, this conversation delivers must-know strategies for loan officers, lenders, and fintech innovators.

In this must-watch episode of the FinTech Hunting Podcast, host Michael Hammond welcomes back Eloise Schmitz, Co-Founder and CEO of LoanNEX. Eloise dives deep into the 2025 lending landscape, sharing insights from the conference circuit, the increasing demand for non-agency products, and how lenders can diversify without the tech headaches.

Welcome to a game-changing episode of the FinTech Hunting Podcast!Host Michael Hammond sits down with AI pioneer and borrower engagement expert Josh Friend, Founder & CEO of Insellerate, to unpack the explosive growth of their AI-powered Athena platform and the CRM that's transforming how mortgage lenders operate.Key Highlights from this episode:13 new enterprise clients signed in H1 2025—how Insellerate is scaling fastInside Athena: How reviewing over 700,000+ calls is driving loan conversionAI with a Purpose: Predictive lead scoring that slashes wasted effort and boosts ROICRM That Works for You: Why 12 of 13 enterprise clients chose Insellerate's CRM, not just the AISpecialized AI, not general-purpose tools—built for mortgage pros by mortgage prosOperational Efficiency & Scalability: Eliminate wasted hours and improve outcomesCRM Agnostic but Powerful Enough to Convert: From Salesforce to proprietary systemsWhether you're a retail lender, consumer direct, or wholesale—this episode is a must-listen for understanding how intelligent automation is leveling the playing field in financial services.Quote of the Episode:"We're not just giving you a tool. We're operationalizing AI so you can close more loans—faster, smarter, and at scale." – Josh FriendLearn more about Insellerate & book a demo: https://insellerate.comContact the team directly: info@insellerate.comSubscribe for exclusive insights from fintech innovators, AI disruptors, and lending leaders.If this episode brought you value, leave a comment and share how your team is leveraging AI to drive results.

Modernizing Appraisals & Leading with Purpose in Mortgage | FinTech Hunting w/ Cindi HarrisIn this episode of the FinTech Hunting Podcast, host Michael Hammond welcomes appraisal innovator and leadership advocate Cindi Harris, owner of Harris Real Estate Valuation and Consulting and founder of People Move Mountains.

Welcome to another power-packed episode of the FinTech Hunting Podcast, hosted by Michael Hammond!In this episode, we're joined by Nick Belenky, Managing Director of Solution Sales, and Matt Dowd, VP of Product Management at ICE Mortgage Technology, two of the brightest minds reshaping the mortgage tech space. If you're a lender, LO, or fintech leader navigating today's volatile market—this is the strategic blueprint you've been waiting for.

Website traffic is plummeting—and it's not your fault. But there is something you can do about it.In this eye-opening episode of the FinTech Hunting Podcast, host Michael Hammond sits down with digital marketing powerhouse and Rank Writers co-founder Alizabeth “Allie” Leng-Barton to tackle the elephant in the room: AI search is fundamentally changing how people find your website—and it's killing your organic traffic.✅ Why Google's AI Overviews, ChatGPT, and Perplexity are replacing traditional search behavior✅ How to rethink your SEO around intent, not just keywords✅ What marketing teams must do now to stay visible, relevant, and lead-generating✅ Why use cases and content strategy are more critical than ever✅ How omnichannel marketing drives better engagement and conversionsIf you're in fintech, mortgage tech, SaaS, or digital marketing—this episode is your wake-up call.

Consolidation, Tech Innovation & AI in Lending: Roy George on the Future of Mortgage Banking | FinTech Hunting

Housing Market Mayhem, AI Disruption & The Future of Homeownership: Diego Sanchez on FintechIn this episode of the Fintech Hunting podcast, host Michael Hammond sits down with Diego Sanchez, President of HousingWire Media, to unpack the chaos in the current housing market and what it means for lenders, agents, and homebuyers.From Trump's Liberation Day tariffs to the volatility in mortgage rates and the spring buying season slowdown, Diego shares sharp insights on market uncertainty and how it's shifting consumer behavior.

In this inspiring episode of the FinTech Hunting Podcast, host Michael Hammond sits down with two powerhouse women in financial services — Brooke Lapides, Director of Business Partner Development at MeridianLink, and Dana Georgiou, Chief Everything Officer and passionate financial literacy advocate.Together, they co-authored "Rethink Everything You Know About Financial Literacy: Teen Edition", a collaborative book written by 14 incredible women. From personal stories of financial missteps to practical lessons designed to empower teens and young adults, this episode is packed with insight, heart, and hope for the next generation.

From Pitch to Partnership: Jason Smith on Authentic Video, Fintech Sales, and AI in Mortgage.  In this powerful episode of the FinTech Hunting Podcast, Michael Hammond sits down with returning guest Jason Smith, Director of Partnership Development at Figure, host of One Take, and a well-known voice in fintech sales and relationship marketing.

Welcome to another power-packed episode of the Fintech Hunting Podcast!

The FinTech Hunting Podcast | Featuring Christine Beckwith: The Truth About Today's Market, Coaching, and Rising Again

Unlocking the Power of Data in Mortgage Lending | FinTech Hunting Podcast with Richard LombardiIn this episode of FinTech Hunting, host Michael Hammond sits down with Richard Lombardi, EVP of Property Data Solutions & Data Strategy at ICE Mortgage Technology, to explore how data is transforming the mortgage industry.

inTech M&A Shakeup: How to Survive & Thrive in 2024 | Fintech Hunting Podcast.   In this must-listen episode, host Michael Hammond sits down with Julia Brown, an industry thought leader, process efficiency evangelist, and &A expert. They dive into the state of the FinTech, PropTech, InsurTech, and MortgageTech markets, the consolidation trend shaping the industry, and how companies can achieve profitability in today's challenging environment.

Welcome to a brand-new episode of the FinTech Hunting Podcast with your host, Michael Hammond! In this episode, we dive deep into the future of mortgage automation, AI, and digital transformation with Rajan Nair, CEO of Indecomm.

Market Insights & Loan Options: Eloise Schmitz on Tech in LendingDescription:Join Michael Hammond in this episode of the FinTech Hunting Podcast as he chats with Eloise Schmitz, CEO of LoanNEX about the current market and the tech helping lenders.What's discussed:    •    Market Overview (2025): Eloise gives her take on the market, rates, and what to expect in the coming year.    •    Tech's Impact: Learn how tech helps loan officers handle current market conditions and access different loan products.    •    LoanNEX Innovations: Eloise shares exciting news about LoanNEX including new services for retail and how they're improving the loan process with exception handling.    •    Encompass Integration: Find out how LoanNEX is making it simpler for those using Encompass.    •    Upcoming Events: See where you can meet the Lonex team at upcoming events like the ICE Experience #X25 and MCT.Eloise also talks about these important topics:    •    Investment property options    •    Fix and flip options    •    Bridge financing    •    ReverseWhether you're a lender, broker, or just curious about fintech, this episode offers useful info and ideas.

The Future of Mortgage Tech: AI, Efficiency, and Market Trends with Tim Nguyen | Fintech Hunting PodcastJoin Michael Hammond as he talks with Tim Nguyen, co-founder and CEO of BeSmartee and Ask Bob, about the current mortgage market and tech trends for 2025. In this eye-opening episode, Tim shares his thoughts on:    •    The "new normal" in the mortgage industry and how lenders can adapt    •    Ways to improve operational efficiency and manage costs effectively    •    The role of technology in the mortgage business, including AI and mobile apps    •    Exciting updates from BeSmartee, including a new software version and mobile app features    •    How Ask Bob is using AI to transform business operations across industries    •    Practical tips for getting started with AI in lending and financial servicesTim offers valuable insights on navigating the changing mortgage landscape, embracing new technologies, and staying competitive in 2025 and beyond. Whether you're a mortgage professional, fintech enthusiast, or curious about the future of finance, this episode is packed with useful information and expert advice.Don't miss out on this informative discussion about the latest trends and innovations in mortgage technology. Subscribe to the Fintech Hunting podcast for more engaging conversations with industry leaders!

Fintech Hunting: Revolutionizing Mortgage Tech with Sasha Stair, CMO at XactusIn this episode of Fintech Hunting, host Michael Hammond welcomes Sasha Stair, Chief Marketing Officer at Xactus for an in-depth discussion on the future of mortgage technology. Sasha shares her journey in the industry and offers valuable insights on:    •    Leveraging AI and technology for improved efficiency    •    Creating a better consumer experience in mortgage lending    •    Balancing human intelligence with technological advancements    •    Strategies for personal and professional growth in leadership    •    Preparing for market uncertainties in 2025 and beyondKey Timestamps:00:00 - Introduction02:26 - Market outlook for 202505:41 - The role of AI in mortgage lending08:03 - The importance of personal growth and leadership10:22 - Social media strategies for lenders and vendors14:10 - The power of human connection in digital marketing18:56 - Zactus's focus and initiatives for 2025Whether you're a mortgage professional, fintech enthusiast, or industry leader, this episode offers actionable insights to help you navigate the evolving landscape of mortgage technology.

Mortgage Industry Insights 2025: Automation, Cost Reduction, and Market Trends with Neil Armstrong. In this episode of the Fintech Hunting Podcast, host Michael Hammond sits down with Neil Armstrong, Executive Vice President of Strategic Growth at Indecomm, to discuss the current state of the mortgage industry in 2025. Neil shares valuable insights on market trends, cost reduction strategies, and the growing importance of automation in the mortgage sector.Key topics covered in this episode:*Market outlook for 2025, including projected loan volumes and interest rates*The shift towards understanding cost structures in detail*Importance of scalability and automation in mortgage operations*Non-customer-facing functions that lenders should focus on improving*Technology vs. human capital in mortgage processes*Data integrity challenges and solutions*Upcoming industry conferences and events*Trends in mortgage servicing and opportunities for automationNeil Armstrong provides expert analysis of how lenders can improve their operations, reduce costs, and prepare for future market changes. He emphasizes the need for lenders to understand their cost structures at a granular level and highlights the benefits of automation in various mortgage processes.This episode is a must-listen for mortgage professionals, fintech enthusiasts, and anyone interested in the future of the mortgage industry. Tune in to gain valuable insights that can help you stay ahead in this ever-changing market.