Summary

In this episode of FinTech Fridays, Brian Vieaux interviews Stephen Cooley, the founder of Mortgage Advisor Tools. Mortgage Advisor Tools is a free resource for mortgage lenders to find new technology and services.

It serves as a search engine for lenders to discover and explore various tools and services in the mortgage industry. The platform aims to help lenders find new resources and solutions to their problems.

Brian shares his personal experience using the platform and highlights the value it brings to buyers and sellers in the industry.

Takeaways

• Mortgage Advisor Tools is a free resource for mortgage lenders to find new technology and services in the mortgage industry.
• The platform serves as a search engine for lenders to discover and explore various tools and services.
• Mortgage Advisor Tools aims to help lenders find new resources and solutions to their problems.
• The platform provides valuable information and profiles of vendors, allowing buyers to make informed decisions.
• The platform has a high user engagement rate, with users spending time exploring multiple pages.
• The future roadmap includes solidifying the target audience and finding ways to monetize the platform while maintaining a positive user experience.

Chapters

00:00 Introduction and Background

00:59 The Problem and Solution

03:01 Mortgage Advisor Tools as a Virtual Exhibit Hall

06:27 Connecting Lenders with Vendors

10:14 Helping Buyers with Intent

11:30 Future Plans for Mortgage Advisor Tools

12:54 Conclusion

Summary Andrew Penner, founder and CEO of Milo, joins Brian Vieaux on FinTech Fridays to discuss their product and how it helps loan officers engage with consumers.

Milo is a platform that engages customers on a regular basis and monitors their activities to identify high opportunity prospects.

The platform provides branded home value reports to educate customers on their options and uses conversational AI to qualify customers and automate outreach on behalf of loan officers.

The goal is to help loan officers prioritize prospecting and maximize their impact.

The product development process includes direct engagement with consumers to collect feedback and improve results. Keywords Milo, loan officers, engagement, consumers, home value reports, conversational AI, prospecting, product development Takeaways Milo is a platform that helps loan officers engage with consumers and identify high opportunity prospects. The platform provides branded home value reports to educate customers on their options. Milo uses conversational AI to qualify customers and automate outreach on behalf of loan officers. The goal is to help loan officers prioritize prospecting and maximize their impact. The product development process includes direct engagement with consumers to collect feedback and improve results. Chapters 00:00 Introduction and Meeting Andrew Penner 01:13 The Problem Milo Seeks to Solve 05:04 Metrics and Opportunities for Loan Officers 07:58 Branded Home Value Reports for Customer Education 10:04 Monitoring Customer Activities and Intent Signals 10:48 Maximizing Loan Officers' Impact through Prospecting 14:55 Product Roadmap and Conversational AI 22:00 Conclusion

Summary Tim Rood, co-founder of Impact Capitol DC, discusses his product called Alfred, which uses generative AI to provide real estate and mortgage professionals with valuable insights and content.

Alfred can generate newsletters, answer questions, and provide market analysis. Rood highlights the potential use cases for loan officers, such as sourcing referral relationships and helping clients find affordable housing options.

He also emphasizes the importance of staying informed in the industry and the value of having a tool like Alfred to streamline the process.

Rood mentions the possibility of integrating Alfred into loan officer portals and providing customers with access to the platform. Takeaways Alfred, powered by generative AI, is a valuable tool for real estate and mortgage professionals

Loan officers can use Alfred to source referral relationships and create content for their clients

Alfred can provide market analysis, answer questions, and generate newsletters

Staying informed in the industry is crucial, and Alfred helps streamline the process

Integrating Alfred into loan officer portals and providing customers with access can enhance the customer experience Chapters 00:00 Introduction and Background 06:31 The Birth of Alfred 12:12 Expanding Housing Options with Alfred 15:30 Empowering Loan Officers with Alfred