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NextGen homebuyers seek advice from AI and social media. So, where do loan officers and mortgage pros fit in? Find some answers in this new episode of TheMortgageMix podcast. Listen as Ralph Remy, CMB, Cheri McCarthy, CMB®, AMP, and special guest Kristin Messerli from FirstHome IQ unpack our 2025 NextGen Homebuyers Report. Be sure to subscribe to our podcast today so you don't miss any future episodes!
In this episode of The Mortgage MIx, we are joined host Ralph Remy, CMB, and special guest, Kristin Messerli, as we dive into the Psychology of Money Report, uncovering valuable insights into the unique perspectives and money personalities of NextGen homebuyers. View the Psychology of Money Report: https://www.nationalmi.com/nextgen-resources/ Take the Psychology of Money Quiz: https://www.firsthomeiq.com/moneypersonality
On today's episode, Editor in Chief Sarah Wheeler talks to Kristin Messerli, executive director of FirstHome IQ, to talk about their latest study on money personalities and how those affect consumers' attitudes towards homebuying. Related to this episode: Kristin Messerli | LinkedIn 2024 Psychology of Money | NextGen HousingWire | YouTube Enjoy the episode! The HousingWire Daily podcast examines the most compelling articles reported across HW Media. Each morning, we provide our listeners with a deeper look into the stories coming across our newsrooms that are helping Move Markets Forward. Hosted and produced by the HW Media team. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ron Siegel discusses local and national current events, politics, personal and business finance with a few mortgage tips along the way. A Southern California mortgage expert and bonafide political junkie, Ron Siegel delivers intelligent, entertaining radio that makes the hard news of the week easy to understand! Ron Siegel is joined by Kristin Messerli. Ron Siegel will discuss: Unique Characteristics that Distinguish Gen Z/Millennials in their Approach to Homebuying Compared to Previous Generations?; How has Technology Influenced Financial Education and the Homebuying Process for Gen Z/Millennials?; Real Time Real Estate; Your Credit Matters; Mortgage Minute; Borrow Smart; and so much more. Ron Siegel, consumer advocate and mortgage lender, discusses anything that affects the roof over your head, your bank account or other items that will benefit you / your family. Reach Ron Siegel at Ron Siegel: 800.306.1990 Ron Siegel: Ron@RonSiegelRadio.com www.RonSiegelRadio.com your Palm Desert Mortgage Lender Monthly Home Equity Monitor: RSRMoney.com Ron Siegel, Your Palm Desert Mortgage Lender offers: Conventional Loans, FHA Loans, USDA Loans, Refinancing, and Reverse Mortgages #RonSiegelRadio #GenevaFinancial #SiegelLendingTeam #MortgageLoan #Homebuyer #Homeowner #Mortgage #Refinance #ReverseMortgage #RSRStudentLoanHelp
Dive into an enlightening discussion with Dave Savage and Kristin Messerli as they tackle the challenging Forever Renter narrative head-on. This episode explores the Modern Real Estate & Mortgage Summit, highlights the problematic trends in mainstream media, and reveals how to build trust with the upcoming Gen Z. Discover the innovative First Home IQ Quiz designed to educate and empower future homeowners. Plus, we delve into whether we're currently at the peak of financial opportunity. Whether you're a professional in the industry or aspiring for homeownership, this video is a must-watch. Click play to join the movement towards a future where homeownership is accessible to all. Time Stamps: 2:00 Modern Real Estate & Mortgage Summit 9:00 Mainstream Media Pushing Forever Renter Narrative 13:00 Building Trust with Gen Z! 16:00 First Home IQ Quiz 34:00 Are we at the Point of Maximum Financial Opportunity? Show Links: FirstHome IQ Ambassador Program FirstHome IQ Quiz Tag an industry pro, share within your team, and post to your local groups & associations! Love this podcast? Subscribe Today! https://theresource.tv Youtube: Watch Now! Join our thousands of FB fans: http://www.Facebook.com/TheREsource.tv Twitter: https://twitter.com/theresourcetv Instagram: https://www.instagram.com/theresourcetv
Find out what NextGen Homebuyers are buzzing about in the latest episode of The Mortgage MIx podcast featuring industry pro Kristin Messerli of FirstHomeIQ! You won't want to miss host Ralph Remy, CMB leading in-depth discussions on top insights of the 2024 NextGen Homebuyer Report. Download a copy of the 2024 NextGen Homebuyer Report - visit: https://www.nationalmi.com/nextgen-resources/ Want to see the video? Check out The Mortgage MIx's podcast channel on YouTube HERE.
Thanks to today's sponsor, Richey May. Richey May is a recognized leader in providing specialized advisory, audit, tax, technology and other services to the mortgage industry for almost four decades. Among many awards, Richey May has been named a Top 100 Firm twice and is known in the market for their education and contributions to the mortgage industry. They don't just hire from the mortgage industry; they have the experts who build it. To experience how Richey May can help you transform your mortgage business, visit richeymay.com.
On today's episode, Editor in Chief Sarah Wheeler talks with Kristin Messerli, co-founder and executive director at FirstHomeIQ, to talk about financial literacy and the opportunity for loan officers and real estate agents to connect with consumers over this important topic.Related to this episode:Connect with Kristin on LinkedInKristin MesserliKristin Messerli on the state of Gen Z homebuyingFirstHome IQHousingWire's YouTube ChannelEnjoy the episode!HousingWire Annual is where the community from across the housing ecosystem comes together to share strategies, drive business, discover new technologies, discuss best practices, and meet industry leaders. Our agenda is power packed with content to propel your company to the next level and connect you with the industry playmakers. Click here to learn more!The HousingWire Daily podcast examines the most compelling articles reported across HW Media. Each morning, we provide our listeners with a deeper look into the stories coming across our newsrooms that are helping Move Markets Forward. Hosted and produced by the HW Media team.
Thanks to today's sponsor, Richey May. Richey May is a recognized leader in providing specialized advisory, audit, tax, technology and other services to the mortgage industry for almost four decades. Among many awards, Richey May has been named a Top 100 Firm twice and is known in the market for their education and contributions to the mortgage industry. They don't just hire from the mortgage industry; they have the experts who build it. To experience how Richey May can help you transform your mortgage business, visit richeymay.com.
Today, our guest is the co-founder and executive director of FirstHome IQ, Kristin Messerli. She is also the founder of Cultural Outreach, which is now part of the National Association of Minority Mortgage Bankers of America (NAMMBA), and is a leading strategist and keynote speaker on the topic of next-gen housing and the psychology of money.Clayton and Kristin's conversation for this episode is focused on her most recent 2023 Gen Z Homebuyer Report. They also talked about the 2023 NextGen Women's Homebuyer Report which talks about some of the challenges and opportunities of female homeowners and homebuyers in today's housing market. Related to this episode:Kristin MesserliConnect with Kristin on LinkedInHousingWire on YoutubeEnjoy the episode!Gathering of Eagles will bring together the nation's top residential real estate CEOs, Presidents, and C-Level leadership teams to grow, network, and set the pace for what's next in our industry. 2023's Gathering of Eagles is at Omni Barton Creek Resort in the rolling hill country of Austin, Texas from June 18-21. Click here to learn more and register your spot!The Housing News podcast explores the most important topics happening in mortgage, real estate, and fintech. Each week a new mortgage or real estate executive joins the show to add perspective to the top stories crossing HousingWire's news desk. Hosted by Clayton Collins and produced by the HW Media team.
Join National MI's Ralph Remy as he covers highlights from the 2023 NextGen Women's Homebuyer Report with special guest, Kristin Messerli
This week on the Mortgage Innovators Podcast, we've got a jam-packed show as we welcome Blake Boss, Ally Carty and Kristin Messerli to discuss the exciting possibilities for Gen Z and Millennial women to make homeownership a reality. Get all the latest insights on the trends in the market, learn how real estate professionals can support these women in their home buying journey, and so much more! Watch now To learn more about Mortgage Innovators, visit mortgageinnovators.com
This week's Women That Shred comes back with our good friend Kristin Messerli!! Kristen is back with an incredible report on Women's ownership. Come learn what the data says and how you can help more women achieve the dream of homeownership!#womenthatshred #womensreport #womensmonth
Welcome to another episode of Women That SHRED! Today we welcome our old friend Kristin Messerli! Kristin is an industry leader and today she shares with us her NexGen report, with all that you need to know to continue to win!
I'm joined by the incredible Kristin Messerli and she's sharing all the data and findings from the NextGen Homebuyer Report! Come learn the facts that will help you grow your business in 2023. #ShredShow #Shred #mortgage #realestate #loanofficer #homebuying
Over the past 12 years, Kristin Messerli has become a leading expert on borrower psyche. As the founder of Cultural Outreach, she and her team worked directly with underserved borrowers, brainstorming solutions to bridge the gap between unbanked na underbanked consumers and lenders looking to serve first-time home buyers. After Cultural Outreach was acquired by NAMMBA in December of 2020, Kristin was invited to join the Experience.com team as a VP of Sales and Financial Services where she continues to spearhead efforts to understand today's borrowers and help lenders map the strongest (and weakest) points of their borrower journey. In this EpisodeDale and Kristin discuss... The lack of understanding most lenders and originators have about the typical borrower's needs, wants, and desires The importance of building touch points into your borrower journey to allow customers to voice their honest opinions The critical role originators still play as advisors to their borrowers and partners Why creating personalized loan options is essential to gaining borrower trust and confidence Presenting yourself as an expert and trusted advisor to borrowers in a post-pandemic world Setting yourself apart by finding unique ways to celebrate your customers' throughout the lending process Soundbites"Safety, transparency, collaboration, choice, and empowerment are great things to keep in mind across the whole [lending] process, just to make sure that you provide the best customer experience." — Kristin Messerli "If the customer just feels like they have a voice....it gives the customer a sense of empowerment and that they can participate in building a better customer experience for themselves." — Kristin Messerli "We need to rely on technology a lot for efficiency and effectiveness and you know, all of that. But I think that there still always needs to be someone who is going to be that really trusted advisor to talk through the process." — Kristin Messerli Connect with Kristin Messerlihttps://www.linkedin.com/in/kristinmesserli/ (Connect with Kristin on LinkedIn) https://twitter.com/kristinmesserli (Follow Kristin on Twitter) https://www.experience.com/ (Visit Experience.com) Connect with Dale Vermillionhttps://linktr.ee/dalevermillion (https://linktr.ee/dalevermillion) Find this conversation valuable?Consider leaving a 5-star review on Apple Podcasts. Every review helps us reach more professionals like you. Mentioned in this episode: Relive Season 1 of Batting 1,000 If you missed some of the season—don't worry! We'll be sharing highlights from these conversations and others during our upcoming Season 1 Replay, where we'll listen to and dissect our favorite moments from all of Season 1, before we enjoy a brief off-season ahead of Season 2. Speaking of which, we need your help to build our line-up.
I'm joined by Kristin Messerli and Dave Savage to discuss the State of the Industry and an incredibly insightful report they put out involving some of the industries TOP leaders! You're not going to want to miss this. Come #SHRED with us! #mortgage #realestate #homebuying #realtor #loanofficer
On today's episode, HW Media CEO Clayton Collins is joined by the Chief Innovation Officer at Mortgage Coach and Sales Boomerang, Dave Savage, as well as the Experience.com VP of Strategy Kristen Messerli. The three dive into a discussion on the current state of the mortgage industry.Dave and Kristen discuss their recently released "half-time report" of 2022, some of the trends the industry is seeing this year, the challenges the industry has to overcome and more.The Housing News podcast explores the most important topics happening in mortgage, real estate and fintech. Each week a new mortgage or real estate executive joins the show to add perspective to the top stories crossing HousingWire's news desk. Hosted by Clayton Collins and produced by Elissa Branch and Dalton Johnson.
I'm joined by the incredible Kristin Messerli of Experience and we're talking about some Top Performers within our industry who've truly set an amazing example for us all! Come #SHRED with us to learn how you can rise to the TOP along side them. #mortgage #experience #realestate
In our Hot Topic this week we have Kristin Messerli, VP Strategy, Financial Services @ Experience.com to discuss some of the strategies that top-performing loan officers shared that differentiated them from others in their customer experience, as well as some of the characteristics of the next-gen homebuyer from the NextGen Homebuyer Report.To read more on this episode click here!
In our Hot Topic this week we have Kristin Messerli, VP Strategy, Financial Services @ Experience.com to discuss some of the strategies that top-performing loan officers shared that differentiated them from others in their customer experience, as well as some of the characteristics of the next-gen homebuyer from the NextGen Homebuyer Report. To read more on this episode click here!
In our Hot Topic this week we have Kristin Messerli, VP Strategy, Financial Services @ Experience.com to discuss some of the strategies that top-performing loan officers shared that differentiated them from others in their customer experience, as well as some of the characteristics of the next-gen homebuyer from the NextGen Homebuyer Report. To read more on this episode click here! In our Hot Topic this week we have Kristin Messerli, VP Strategy, Financial Services @ Experience.com to discuss some of the strategies that top-performing loan officers shared that differentiated them from others in their customer experience, as well as some of the characteristics of the next-gen homebuyer from the NextGen Homebuyer Report. To read more on this episode click here!
Over the past 12 years, Kristin Messerli has become a leading expert on borrower psyche. As the founder of Cultural Outreach, she and her team worked directly with underserved borrowers, brainstorming solutions to bridge the gap between unbanked na underbanked consumers and lenders looking to serve first-time home buyers. After Cultural Outreach was acquired by NAMMBA in December of 2020, Kristin was invited to join the Experience.com team as a VP of Sales and Financial Services where she continues to spearhead efforts to understand today's borrowers and help lenders map the strongest (and weakest) points of their borrower journey. In this Episode Dale and Kristin discuss... The lack of understanding most lenders and originators have about the typical borrower's needs, wants, and desires The importance of building touch points into your borrower journey to allow customers to voice their honest opinions The critical role originators still play as advisors to their borrowers and partners Why creating personalized loan options is essential to gaining borrower trust and confidence Presenting yourself as an expert and trusted advisor to borrowers in a post-pandemic world Setting yourself apart by finding unique ways to celebrate your customers' throughout the lending process Soundbites"Safety, transparency, collaboration, choice, and empowerment are great things to keep in mind across the whole [lending] process, just to make sure that you provide the best customer experience." — Kristin Messerli "If the customer just feels like they have a voice....it gives the customer a sense of empowerment and that they can participate in building a better customer experience for themselves." — Kristin Messerli "We need to rely on technology a lot for efficiency and effectiveness and you know, all of that. But I think that there still always needs to be someone who is going to be that really trusted advisor to talk through the process." — Kristin Messerli Connect with Kristin Messerlihttps://www.linkedin.com/in/kristinmesserli/ (Connect with Kristin on LinkedIn) https://twitter.com/kristinmesserli (Follow Kristin on Twitter) https://www.experience.com/ (Visit Experience.com) Connect with Dale Vermillionhttps://linktr.ee/dalevermillion (https://linktr.ee/dalevermillion) Find this conversation valuable?Consider leaving a 5-star review on Apple Podcasts. Every review helps us reach more professionals like you. Mentioned in this episode: Relive Season 1 of Batting 1,000 If you missed some of the season—don't worry! We'll be sharing highlights from these conversations and others during our upcoming Season 1 Replay, where we'll listen to and dissect our favorite moments from all of Season 1, before we enjoy a brief off-season ahead of Season 2. Speaking of which, we need your help to build our line-up.
Enjoy a sneak peek of Dale's soon-to-be released conversation with Kristin Messerli of Experience.com Mentioned in this episode: Relive Season 1 of Batting 1,000 If you missed some of the season—don't worry! We'll be sharing highlights from these conversations and others during our upcoming Season 1 Replay, where we'll listen to and dissect our favorite moments from all of Season 1, before we enjoy a brief off-season ahead of Season 2. Speaking of which, we need your help to build our line-up.
On this episode of The Shred Show #LIVE, I'm joined by the incredible Kristin Messerli and we're discussing the NextGen Homebuyer Report! This is going to be EPIC. Come #SHRED with us! #mortgage #realestate #homebuyer #homebuying
Creating a better future for the borrower! I'm joined by Kristin Messerli of Experience.com and we're discussing how BrokersUnited is uniting brokers, lenders, and technology providers to deliver an exceptional borrower experience.
Kristin Messerli, vice president of mortgage sales for Experience.com and series' host Andrew Berman, explore what independent mortgage companies can do to reach young buyers, how to embed inclusion and diversity in your organization (no matter the size), BrokersUnited and why have some of the biggest lenders and tech vendors in the mortgage industry teamed up to support mortgage brokers and help them grow.
Formerly known as SocialSurvey, Experience.com is the new home of the world’s most impactful customer, employee, and product experience platform!Hear about this exciting release & why it attracted our special guests to become part of the Experience.com team feat. Brittany Hodak, Chief Experience Officer & Kristin Messerli, VP of Mortgage with Experience.com.
Breaking News on the Fintech Hunting Podcast. Don't miss this episode of the Fintech Hunting podcast where two major industry announcements are discussed, the importance of financial education and wellness, the NextGen Homebuyers report, how the pandemic is driving home ownership, technology, transparency and so much more with two highly respected mortgage industry executives, Kristin Messerli, Founder/CEO of Cultural Outreach and Brian Vieaux, CMB, President of FinLocker. Kristin Messerli is a national speaker and founder of Cultural Outreach, helping businesses better reach and serve next gen consumers and underserved markets. After starting her business in 2013, she has worked with over 50 companies of all sizes across the U.S. and has spoken at over 100 conferences, including the Mortgage Bankers Association, the American Bar Association, and Harvard Business School. Kristin is also the Managing Editor for Mortgage Women Magazine and sits on the MBA's Diversity and Inclusion Committee. She co-authored the MBA's Compliance Toolkit for Section 342 and is published in numerous publications on the topic of diversity and millennials in housing. Kristin holds over 13 years of experience working in multicultural business and social work. Prior to starting her business, Kristin was a social worker and community educator in the latino immigrant community. She also led teams of volunteers locally and abroad to develop sustainable business practices, and she has consulted for multinational social enterprises with the Center for Creation of Economic Wealth (CCEW). Kristin was trained by former McKinsey consultants at the University of Oklahoma, where she earned her Master of Public Administration. Brian shares his wealth of knowledge and experience from working on the lender side of the business and the transition to the vendor side of the business. Don't miss his insights and expertise as he shares his years of experience in the mortgage space and the trends he is seeing in today's market. FinLocker is a consumer-enabled financial data platform that gives lenders access to critical borrower information via a trusted 3rd party that can be used to streamline the origination and underwriting processes for mortgages and other financial products. It reduces costs, time, and risks for all participants in the loan life-cycle, while expediting the data collection, verification, and analytics processes.
On this episode, we sit down with Kristin Messerli, Founder of Cultural Outreach and next gen homebuyer guru. She recently released her insightful Next Gen Homebuyer Report, and today, we chat about its results and implications for lenders across the country. It’s long been theorized that millennials either aren’t interested in homeownership or lack the finances to make the purchase. In reality, this generation now represents the biggest cohort of home buyers—a trend only predicted to grow. Join us as we dispel the myths and dig into the truth about how millennials are approaching homebuying. From their buyer behaviors to their financial decisions during this year’s pandemic, there’s a lot to learn about this generation’s unique needs as first-time home buyers. By investing in this generation’s financial literacy and gaining their trust, lenders can hope to gain the business of the largest home-buying group in history. This is a timely conversation you won’t want to miss. Enjoy!
On this episode of Financially Naked: Stories from The Financial Gym, our host is Terri, Level 2 Trainer. She is joined by Kristin Messerli, founder of Cultural Outreach and Ardley, to talk home-buying education. Kristin started Cultural Outreach about six years ago. Her primary goal was to bridge the gap between financial services, primarily mortgages and home buying. People in her generation and the underserved markets she was serving at that time didn’t have access to that information. Prior to starting her company, Kristin was a social worker. She did a lot of financial education and housing coordination. There is a huge wealth disparity and gap in home buying. Show notes: https://financialgym.com/financiallynakedpodcast/episode25
In this episode of the #CX series, Ethan Beute, Chief Evangelist at BombBomb, talks with Kristin Messerli, founder and CEO of Cultural Outreach, about bridging the gap generational and ethnic differences can create in customer and employee relationships by operationalizing cultural empathy. For more conversation on Ethan's podcast, The Customer Experience Podcast, use these links to subscribe in your favorite podcast player: Apple Podcasts Spotify Sticher Google Play Google Podcasts Directive drives search marketing results for enterprise brands around the world, but you’ll feel like their only client. Learn more at: directiveconsulting.com
In the latest episode of Thrivenomics, James Duncan interviews Kristin Messerli, CEO & Founder of Cultural Outreach. Messerli, a contributing author to HousingWire, recently published an article discussing the changing landscape of consumer behavior related to real estate and homeownership. In their discussion, Duncan and Messerli cover a range of topics related to how consumers (namely Millenial and Gen Z consumers) view the opportunity for homeownership. Is the housing market ready to accommodate the desires of those who seek alternatives to the 3 bedroom-2 bath suburban lifestyle? That and more questions discussed this week on Thrivenomics!
Kristin is the founder and CEO of Cultural Outreach. Cultural Outreach is a consulting firm helping companies understand generational, diversity and inclusion values and trends. Kristin brings experience in her background as a social worker to financial services, real estate industry and consumer products companies. We talk with Kristin about leadership, decision-making and having to stand up for your values in a competitive landscape. Kristin grew up in New Mexico graduating early from high school, attending college (Texas Tech) and graduate school for MSW and MPA. Kristin has experience with entrepreneurship, consulting and growing a small business. Kristin shares the struggles of having challenging bosses and clients while maintaining values, vision and optimism. She shares personal experience with mentorship, public speaking and advising women in their career path. Everyone will find value and inspiration in this conversation.Kristin's endorsement:Dr. Meg Myers Morgan - TedX TalkDr. Meg Myers Morgan - Everything Is Negotiable: The 5 Tactics to Get What You Want in Life, Love, and WorkDave Asprey, GameChangers: What Leaders, Innovators, and Mavericks Do to Win at Life (Bulletproof) David Brooks (Article In The Atlantic) , Nuclear Family Was a MistakeBrock's endorsement:Sequoia Capital's RIP Good Times Jeremy's endorsement: The Atlantic, Addiction to Technology is Killing Capitalism Continued success and continue to answer well.
Thanks to Kristin Messerli and Cultural Outreach for allowing us to interview Kristin on this espisode of the Masterclass Series! ✅ 0:54 - Why Kristin chose to write for HousingWire as a columnist? ✅ 6:05 - What drives Kristin to change the industry and be as passionate as she is? ✅ 9:00 - Do you believe that Millennials can change their perspective on the U.S. housing industry and the "American Dream"? ✅ 11:40 - Do you think the real estate and mortgage can evolve to meet the needs of the next generation of homebuyers? ----------------------------- Subscribe today!: https://www.TheREsource.tv/sign-up ----------------------------- Get theREsource.tv's videos for free: https://www.TheREsource.tv Join our thousands of FB fans: http://www.Facebook.com/TheREsource.tv Twitter: https://twitter.com/theresourcetv Instagram: https://www.instagram.com/theresourcetv/ Download our mortgage and real estate podcast: https://www.theREsource.tv/podcast ----------------------------- #realestateagent #millennialhomebuyer #loanofficer
Millennials are the most diverse generation in U.S. history with 44% of the generation reporting minority backgrounds. That means, if companies haven't figured out how to work with or sell to millennials, it's best to start— well — now. One idea to seriously consider is cultural empathy. On the latest episode of The Customer Experience Podcast, I have the pleasure of speaking with an expert and practitioner of cultural empathy, Kristin Messerli. As the founder and CEO of Cultural Outreach, Kristin has a distinguished insight into reaching up-and-coming markets. Kristin fills us in on: Her definition of customer experience Generational differences in the expectations of companies What millennials need from their employers The value in understanding cultural nuances within and outside of your organization Resources mentioned in this episode: Resources for targeting millennials Dave Savage - Mortgage Coach Get more from The Customer Experience Podcast! Subscribe (and leave a rating or review): Apple Podcasts/Apple Podcasts Google Podcasts/Google Play Spotify Stitcher
In this episode we've got 2 guests in our Hot Topic segment: Dave Savage of the Mortgage Coach and Ryan Hills of RESource.tv and Movement Mortgage! RE Source.tv Info: The guys at the RE Source produce weekly real estate & mortgage videos that are watched nationwide. Host Ryan Hills & Co-Host/Producer Ryan Christensen have been seen on the National Real Estate Post, The Lighter side of Real Estate, Think Big Work Small and various other media outlets. In addition to video, they continually mastermind with several industry leaders such as Mortgage Coach, The Knowledge Coop, Mortgage Marketing Animals, MBS Highway, Chrisman Report and Keller Williams International. They have also worked with several Industry Advocacy Groups such as Mortgage Bankers Association, National Association of Mortgage Women, WAMP, NAIHP and the NMBA to name a few. The guys at the RE Source have obtained a national audience with their mix of Educational, Motivational and Comedic shows! They continue to mastermind and produce content with the best of the best! Masterclass Series Interviews with Dave Savage, Sue Woodard, Garth Graham, Barry Habib, Ken Perry, Tim Davis, Kristin Messerli, Coach Bill Hart and many more! Learn more about the Masterclass Series. Subscribe to TheREsource.tv videos by visiting: www.TheREsource.tv Mortgage Coach is a SaaS company dedicated to helping mortgage professionals achieve higher levels of success by providing them with mobile apps to deliver better advice and tangible value to home buyers, lenders and Realtors. You can hear Dave Savage on the Lykken on Lending program back in March of 2018. In this episode we've got 2 guests in our Hot Topic segment: Dave Savage of the Mortgage Coach and Ryan Hills of RESource.tv and Movement Mortgage! RE Source.tv Info: The guys at the RE Source produce weekly real estate & mortgage videos that are watched nationwide. Host Ryan Hills & Co-Host/Producer Ryan Christensen have been seen on the National Real Estate Post, The Lighter side of Real Estate, Think Big Work Small and various other media outlets. In addition to video, they continually mastermind with several industry leaders such as Mortgage Coach, The Knowledge Coop, Mortgage Marketing Animals, MBS Highway, Chrisman Report and Keller Williams International. They have also worked with several Industry Advocacy Groups such as Mortgage Bankers Association, National Association of Mortgage Women, WAMP, NAIHP and the NMBA to name a few. The guys at the RE Source have obtained a national audience with their mix of Educational, Motivational and Comedic shows! They continue to mastermind and produce content with the best of the best! Masterclass Series Interviews with Dave Savage, Sue Woodard, Garth Graham, Barry Habib, Ken Perry, Tim Davis, Kristin Messerli, Coach Bill Hart and many more! Learn more about the Masterclass Series. Subscribe to TheREsource.tv videos by visiting: www.TheREsource.tv Mortgage Coach is a SaaS company dedicated to helping mortgage professionals achieve higher levels of success by providing them with mobile apps to deliver better advice and tangible value to home buyers, lenders and Realtors. You can hear Dave Savage on the Lykken on Lending program back in March of 2018.
In this episode we’ve got 2 guests in our Hot Topic segment: Dave Savage of the Mortgage Coach and Ryan Hills of RESource.tv and Movement Mortgage! RE Source.tv Info: The guys at the RE Source produce weekly real estate & mortgage videos that are watched nationwide. Host Ryan Hills & Co-Host/Producer Ryan Christensen have been seen on the National Real Estate Post, The Lighter side of Real Estate, Think Big Work Small and various other media outlets. In addition to video, they continually mastermind with several industry leaders such as Mortgage Coach, The Knowledge Coop, Mortgage Marketing Animals, MBS Highway, Chrisman Report and Keller Williams International. They have also worked with several Industry Advocacy Groups such as Mortgage Bankers Association, National Association of Mortgage Women, WAMP, NAIHP and the NMBA to name a few. The guys at the RE Source have obtained a national audience with their mix of Educational, Motivational and Comedic shows! They continue to mastermind and produce content with the best of the best! Masterclass Series Interviews with Dave Savage, Sue Woodard, Garth Graham, Barry Habib, Ken Perry, Tim Davis, Kristin Messerli, Coach Bill Hart and many more! Learn more about the Masterclass Series. Subscribe to TheREsource.tv videos by visiting: www.TheREsource.tv Mortgage Coach is a SaaS company dedicated to helping mortgage professionals achieve higher levels of success by providing them with mobile apps to deliver better advice and tangible value to home buyers, lenders and Realtors. You can hear Dave Savage on the Lykken on Lending program back in March of 2018.
Masterclass Interview with Dave Savage of Mortgage Coach and Kristin Messerli of Cultural Outreach. “You're advice and education experience needs to be so valuable people would write you a check for it.” – Dave Savage ✅ 4:17 How a lack of financial literacy in Millennials may be our biggest challenge yet. ✅ 6:13 Why we think we should "pump-the-brakes" for a "push button, get mortgage" client experience. ✅ 8:55 What Millennials truly want in terms of the home buying sales process.
In this episode of Open Mic with The Mortgage List, Kristin Messerli of Cultural Outreach joins Ginger Bell and shares her insight into working with diverse and millennial markets. Kristin shares her advise on how to partner with organizations in your area who are already reaching diverse markets and offer to provide education. Kristin is THE leader in the millennial market and shares how to hold interactive millennial first-time home buyer events that make millennials feel at ease about asking questions, creating connections and make a plan for buying a house. She shares the importance of building trust with this market. Kristin shares how important it is to educate on how buying a home does not mean you don't have to be mobile. She talks about how to build education regarding credit, using alternative income, where the market is to today, student loan debt and creating a plan for buying a home. You'll be taking lot's of notes during this episode. Find out more about Kristin Messerli and Cultural Outreach at www.TheMortgageList.com
This episode is an awesome episode about attracting, reaching and engaging Millennials with Kristin Messerli. Kristin Messerli is the founder of Cultural Outreach and a nationally renowned speaker on adapting to cultural shifts. Her mission is to increase upward mobility in young and underserved markets by bridging the gap between consumers and businesses. CEO’s hire her to modernize their corporate strategy, and marketing teams seek her social media content and financial education materials to better connect with first-time homebuyers. Kristin has spoken at over 100 conferences, including the Mortgage Bankers Association, the American Bar Association, and Harvard Business School. For four years, she has partnered with National MI to deliver modern leadership to the mortgage industry with sponsored content at discoverm3.com. Kristin is also the Managing Editor of Mortgage Women Magazine and sits on MBA’s Diversity and Inclusion Committee. In 2018, she won NAWRB’s women’s influencer award and has been accepted to the 2019 Freddie Mac Vendor Academy Program for diverse suppliers. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Media Network.
In this episode Managing Editor of Mortgage Women Magazine, Kristin Messerli joins us to talk about the opportunities in the current chaos of our culture along with reaching the new generation of homeowners with strategic and creative content.
In 2013, Kristin Messerli founded Cultural Outreach Solutions because she wanted to help mortgage companies bridge a major gap: reaching young and diverse populations. Today, she has empowered business of... The post Reaching Diverse Populations with Kristin Messerli appeared first on XINNIX.
Stop Talking, Take Action, Get Results. Business and Personal Growth with Jen Du Plessis
On this episode, I get to sit down with Kristin Messerli, CEO and Founder of Cultural Outreach, and the Managing Editor of Mortgage Women Magazine. Kristin’s focus is catering to the needs of underserved communities, Millennials, and women, and she shares her insights on some of the challenges that come up in this space. Tune in to also find out how you can work better with Millennials and to get some tips for improving your work environment, culture, lifestyle, and business. Love the show? Subscribe, rate, review, and share! Here’s How » Join the Mortgage Lending Mastery Community today: jenduplessis.com Become a MLM Gold Member! MLM Membership
Stop Talking, Take Action, Get Results. Business and Personal Growth with Jen Du Plessis
On this episode, I get to sit down with Kristin Messerli, CEO and Founder of Cultural Outreach, and the Managing Editor of Mortgage Women Magazine. Kristin’s focus is catering to the needs of underserved communities, Millennials, and women, and she shares her insights on some of the challenges that come up in this space. Tune […]
The average loan professional is around 50 years old, and it can be difficult to connect with clients of younger generations. What do millenials value the most? What type of communication do they prefer? How can we build trust with them? In this episode, Kristin Messerli talks about how to attract clients from a younger customer base. Millenials and Gen Z are more likely to work with a company that identifies with a cause. -Kristin Messerli Resources Take your mortgage business to the next level. Visit nextlevello.com for more information. Click here to schedule your free no-obligation Next Level Coaching Call: https://nextlevello.com/schedule Three Things We Learned From This Episode Millennials value transparency and education (02:30- 03:30) We can get better at attracting a younger customer base by being transparent and focusing on education rather than sales pitches. Millenials are very skeptical of sales people, and the only way we can convince them to work with us is by focusing less on selling and more on helping them out. Utilize texting and video messages (06:20-07:38) Millenials are more comfortable answering texts as opposed to picking up the phone. But when it comes to big purchases, texting alone isn’t enough to build trust and make them feel good about working with us. Video responses are a great way to build the connection that’s missing from texting without forcing people to go to our office. Trust is the deciding factor (10:00-13:12) There’s always someone cheaper or more productive than us, but when it comes to a big purchase, trust is what wins the deal. When it comes to millennials, they prefer professionals who are active on social media and authentic in their communication. The younger generations value transparency and education. They prefer companies who not only deliver good service, but also have a cause that they can identify with. If we want to succeed at attracting a younger customer base, we have to be more involved in the local community. We also need to stay active on social media, as Millenials are most likely to make contact with us on a social media platform. Guest Bio- Kristin Messerli is a national speaker and founder of Cultural Outreach where she helps businesses reach a younger and more diverse customer base. She has over 13 years of experience working with multicultural businesses and has spoken at over 100 conferences, including at the Mortgage Bankers Association and the American Bar Association.