“Newfi Lending had a record-breaking 2019 and we’re looking to continue our growth in 2020. Managing our sales and marketing more efficiently is one of our major New Year’s resolutions,” said Steve Abreu, founder and chief executive officer of Newfi Lending. “OptifiNow has all the sales and marketing automation tools we need. They also have a tight integration with our LOS, which keeps our customer records up-to-date and allows us to track detailed production volume. OptifiNow goes beyond just sales and marketing by giving us real insight on our business performance.”The industry is auditing the wrong half of the lending stack
For the past two years, the mortgage industry’s fair-lending debate has focused almost entirely on underwriting: adverse action notices, model explainability, Shapley values, and Regulation B (Reg B) compliance after the April 22, 2026 amendment. Those issues dominate the wo...
When communication breaks down, expectations don't align, or respect disappears, LOs may need to move on — without burning bridges
Loan originators talk all the time about winning the trust of real estate agents. How to prospect them, how to add value, how to earn referrals. But there is another conversation we do not have enough of.Sometimes, as a loan originator, you need to fire a real estate agent....
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