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Adwerx Signs 28% of Scotsman’s Top 25 in Under 18 Months

This isn’t a commentary. It’s a “next level experience!” How are we in the week ending the first quarter already? Here’s some news that will be greeted with glee by every independent mortgage banker in the nation, whether they do business in California or not. The California MBA and national MBA, and constituents across the state, have defeated the CRA requirement for non-depository institutions in that CA. Given that 20-25 percent of residential production comes from the Golden State, it has wide ramifications. CEO Susan Milazzo tells me that the author of S...

Platform combines key customer insights with industry-leading intelligent automation to deliver the perfect customer journey in modern financial services Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, today launched ‘Customer Intelligence.’ This is the first fintech platform to bring customer insights directly into

Total Expert's new Customer Intelligence tool can detect when borrowers are ready to buy a home or refinance a mortgage.

The latest news on mortgage products and updates from the direct lending channel. News for mortgage brokers, originators, and bankers involved in direct lending.