Fintech Fridays Podcast

31/10/2025

Can you really be a loan officer today if you’re NOT on social?

Rebecca Richardson - The Mortgage Mentor, Learning & Development Coordinator and Mortgage Loan Advisor with One Real Mortgage says you’re making it harder on yourself if you’re not.

In this podcast, she reveals:
• How she drives $2M/month in production (with 1/3 coming from social)
• How to use “quiet content” to build trust without chasing followers
• Why ‘procrastinating through preparation’ kills momentum
• How to overcome fear and build your authentic personal brand
• How to balance compliance, content, and credibility as a mortgage professional

Whether you’re a loan officer, real estate agent, or mortgage lender, this episode is packed with insights you can apply immediately to grow your business.

Catch this powerful episode now. 👉 https://hubs.ly/Q03R4LvH0

24/10/2025

NextGen has turned to videos to get their homebuying information. YouTube, Instagram, TikTok and Facebook (in that order) are the top platforms where they are searching.

If you’re not creating videos and posting on these platforms… then why not?

On this podcast, Brian Vieaux discusses the power of video for business and sales, with authors Mike Faraci, founder of Red Button Media and Kyle Draper, wearer of many hats including motivational event speaker and author/founder of the Rethink Everything Books including Rethink Everything: You "Know" About Being a Next Gen Loan Officer

They explore how engaging with borrowers early in their homebuying journey leads to increased trust and customer satisfaction and how video can serve as a powerful communication tool.

Drawing on their personal experiences, they share the challenges of creating video content and how to overcome your fears to become a confident communicator. They also share their insights gained from writing their new book, Rethink Everything: The Power of Video for Business and Sales, and reveal future Rethink Everything topics.

Watch the podcast 👉 https://hubs.ly/Q03Q0r2w0

10/10/2025

The loan officers winning in today's market aren't just working harder—they're leveraging AI to multiply their impact.

AI isn't just another tech trend. It's becoming a competitive necessity that can transform how you market, operate, and scale your business—while cutting costs and reclaiming hours in your day.

Today, we're highlighting this Loan Officer Life podcast with Ginger Bell, AI Consultant and founder of AI Beehive, as the discussion with Brian Vieaux reveals exactly how loan officers can harness AI to gain an edge without sacrificing the personal relationships that drive success.

You’ll learn how to:
• Build an AI toolkit that delivers real ROI for your business
• Automate time-consuming tasks while maintaining authentic client connections
• Use AI to identify and engage high-potential agent partnerships faster
• Scale your personal brand without losing your unique voice
• Turn your local market knowledge into an amplified competitive advantage

Ginger also shares how lenders can establish an AI Taskforce within your organization to evaluate tools, eliminate inefficiencies, and reduce operational costs.

The reality? Loan officers who embrace AI now will dominate their markets. Those who don't risk falling behind competitors who are already using these tools to serve more clients, close more loans, and build stronger businesses with less manual effort.

AI doesn't replace the human touch that makes you successful. It amplifies it, giving you more time for what actually grows your business: meaningful relationships and exceptional service.

Ready to discover how AI can transform your business?
Watch the podcast 👉 https://hubs.ly/Q03N4QrR0

03/10/2025

What are top LOs & lenders doing differently with AI to win? 🤔

In this week’s Loan Officer Life, Brian Vieaux talks with John Donnelly, Executive Director of Sales at SFMC Home Lending, about how top producers are adapting in today’s market.

They discuss:
👉 How his team used AI to build an in-house CRM in minutes
👉 Guardrails every lender needs to avoid compliance landmines
👉 The outreach habits that separate top LOs from the rest
👉 Turning big events into months of pipeline

If you lead a team or branch, or you’re a MLO who want to win your ZIP code, this episode is a must-listen. 👉https://bit.ly/4nBCoAu

26/09/2025

Did you know there are 70 million+ homeowners aged 55+ holding more than $14 trillion in home equity?

In this episode of Loan Officer Life, Jesse Allen, President of Reverse Mortgage Lending at Rate, breaks down why reverse mortgages are becoming a powerful tool for serving older homeowners.

From helping clients downsize without monthly P&I payments, to unlocking equity for retirement security or even assisting family members, reverse mortgages are creating new opportunities for loan officers to expand their impact.

Key takeaways for LOs:
✅ Reverse mortgages can provide flexibility and financial freedom for homeowners 62+.
✅ Family involvement often plays a key role in decisions.
✅ Building trust and educating clients creates powerful referral opportunities.
✅ Continuous learning keeps you relevant in a changing market.

“If you want to truly serve your clients, you owe it to them and to yourself to understand all the options available.” – Jesse Allen

Watch now to see how reverse mortgages could help you better serve your older clients and grow your business. 👉 https://hubs.ly/Q03K_Xrw0

19/09/2025

Loan officers: how many times have you invested time and energy into a borrower’s pre-approval, only to lose them when they finally find a home?

In today’s market, it’s not uncommon for buyers to sit in pre-qual/pre-approval status for 60, 90, or even 120+ days. During that time, many loan officers experience fallout; borrowers pause their search, get discouraged, or worse, choose another LO when they’re ready to move forward.

That doesn’t have to be the case.

In this new Loan Officer Life podcast, Brian Vieaux shares a powerful way to stay sticky, differentiate yourself, and protect your pipeline: leveraging KeySteps, powered by FinLocker, to offer pre-approved clients free credit monitoring and financial fitness tools. You’ll provide peace of mind and ongoing value that keeps you top of mind when it’s time to close.
✅ Reduce pipeline fallout
✅ Strengthen relationships with pre-approved borrowers
✅ Position yourself as a trusted advisor, not just a rate and term provider

Watch the podcast to learn how to make your pre-approvals stickier.
👉 https://hubs.ly/Q03K4z0b0

12/09/2025

Loan Officers: it’s time to rethink your marketing strategy - 71% of NextGen buyers are learning about homeownership on TikTok and 61% use ChatGPT.

That’s one of the surprising insights from the new 2025 NextGen Homebuyer Report: Financial Literacy Edition, which Kristin Messerli, Executive Director of FirstHome IQ, and Brian Vieaux break down in the latest Loan Officer Life podcast.

Key takeaways for loan officers:
👉 Only 8% of buyers answered a simple down payment question correctly
👉 More than half of buyers feel overwhelmed by financial info
👉 Why Gen Z trusts influencers (41%) more than lenders
👉 How you can use financial education to stand out, build trust, and win business

Kristin also shares how FirstHome IQ is giving loan officers tools and resources to bring practical, trustworthy education to NextGen buyers.

Watch the podcast to help you connect with tomorrow’s homebuyers.
👉 https://hubs.ly/Q03J1j630

05/09/2025

Are you running your calendar…or is your calendar running you?

On this episode of Loan Officer Life, Brian Vieaux and Darren Copeland, President & CEO of Summit Lending, break down what it really takes to grow in this business: coaching, mentorship, and mastering your time.

They discuss The Green Zone Project, the no-B.S. playbook Darren co-authored with Jason Frazier, designed to help loan officers boost productivity and win more business through smarter time blocking and stronger relationships.

Here’s what you’ll take away:
✅ Why time blocking is the ultimate competitive advantage
✅ How gratitude calls + daily habits turn into consistent closings
✅ The difference between true coaching and recruiting traps
✅ Why the fundamentals still beat shiny tech

If you’re serious about building your business, this episode will help you refocus and take back control of your career.
Listen to the podcast 👉https://hubs.ly/Q03H2x9l0

📘 Grab The Green Zone Project 👉 https://hubs.ly/Q03H2y-n0

29/08/2025

What if every homebuyer could read their closing documents in plain language… and in their own language?

In the latest episode of Loan Officer Life, Brian Vieaux sits down with Leslie Lerner, Founder & CEO of LernMore, to explore how her platform is transforming the way consumers understand real estate and lending documents.

Here’s what you’ll discover:
➡️ How AI is making complex legal documents clear and easy to understand (in multiple languages!)
➡️ Why better homebuyer education leads to stronger trust between loan officers, agents, and clients
➡️ The biggest challenges (and opportunities) in improving communication during the homebuying process

If you’re a mortgage lender, loan officer, or real estate agent who wants to deliver more transparency and confidence to your clients, this is a must-watch conversation. Watch the episode here. 👉 https://hubs.ly/Q03G696X0

22/08/2025

Can you really be a loan officer today if you’re NOT on social?

Rebecca Richardson - The Mortgage Mentor, Learning & Development Coordinator and Mortgage Loan Advisor with One Real Mortgage says you’re making it harder on yourself if you’re not.

In the latest Loan Officer Life podcast, she reveals to Brian Vieaux:
• How she drives $2M/month in production (with 1/3 coming from social)
• How to use “quiet content” to build trust without chasing followers
• Why ‘procrastinating through preparation’ kills momentum
• How to overcome fear and build your authentic personal brand
• How to balance compliance, content, and credibility as a mortgage professional

Whether you’re a loan officer, real estate agent, or mortgage lender, this episode is packed with insights you can apply immediately to grow your business.

Catch this powerful episode now. 👉 https://hubs.ly/Q03DVxL50

15/08/2025

Loan officers are constantly looking for ways to work smarter, not harder. And when used correctly, AI tools can enhance your marketing, streamline operations, and save costs.

In this new episode of Loan Officer Life with Brian Vieaux, Ginger Bell, an AI Consultant and founder of AI Beehive, breaks down how loan officers can integrate AI into their daily operations without losing that personal touch that makes them successful.

Key takeaways:
• How to create an AI toolkit that actually works for your business
• Strategies for combining AI efficiency with traditional relationship building
• Smart ways to identify and connect with potential agent partners
• Building authentic personal branding that scales and still sounds like you
• Why your local market advantage is more powerful than ever

Ginger also shares practical advice on forming an AI Taskforce at companies to evaluate tools and streamline operations while cutting costs.

The bottom line? AI isn't here to replace the human connection that drives the loan officer business – it's here to amplify it and free up more time for what matters most: serving clients and communities.

Ready to level up your marketing and networking game?
Watch the podcast 👉 https://hubs.ly/Q03CW5_t0

14/08/2025

New Episode! "Custom GPTs, Local Branding, and the Future of Loan Officer Success"

In episode 157 of Loan Officer Life: Hustle, Heart, and Homeownership , I welcome back returning guest Ginger Bell — Growth Officer of the National Association of Mortgage Brokers (NAMB) and founder of the AI Beehive director...

In episode 157 of Loan Officer Life: Hustle, Heart, and Homeownership , I welcome back returning guest Ginger Bell — Growth Officer of the National Association of M…