The Key to Satisfied Clients: Going Above and Beyond

Many mortgage companies claim to offer the same thing: loan professionals that go above and beyond for their clients. But what exactly does that entail? If you’re a mortgage broker or loan officer looking to truly wow your customers, we have the answers for you. We looked at dozens of positive testimonials from real-life recent… Read more »

Six Ways to Master Mortgage Leads

Mastering Leads Feeding the “top of your funnel” is perhaps one of the most critical roles you play as a loan officer, in addition to managing clients through the loan process itself. So how do you effectively grow your business in a sustainable and predictable way? We’ll examine how to drive more mortgage leads beyond… Read more »

Maxwell + LendingQB Reimagine Mortgages Together

A month ago, we launched our beta integration with LendingQB, one of the leading loan origination systems. And today I’m delighted to announce the official roll-out. The LOS is a mission-critical system for most lenders, managing their internal workflows and ensuring compliance with federal and state regulation. LendingQB has a market-leading API that enables partners,… Read more »

What do I need to do differently?

It’s often said that the definition of insanity is doing the same thing over and over and expecting different results. For mortgage professionals, getting results is largely driven by improving the referral business, working more efficiently in the day-to-day workflows, guiding the borrower through one of their biggest financial transaction of their lives, and providing… Read more »

Maxwell partners with Equifax and The Work Number

A month ago we announced our partnership with Equifax® to provide Maxwell customers and their borrowers a faster, more seamless experience, beginning with an automated employment and income verification through The Work Number®. Equifax is one of our launch partners for our newly released “Connected Apps” platform built on our API, enabling lenders to customize the… Read more »

The Secret to Winning in the Mortgage Business

Let’s face it: the mortgage industry suffers from a people problem. Mortgage professionals are doing tasks best suited for technology. And technology is being deployed that extricates the professionals from tasks at which they would excel. At most mortgage companies, the average professional will have no less than 10 applications or browser tabs open simultaneously.… Read more »

4 ways that email disappoints

Email has been pronounced “dead” every few years by a technology pundit since it was invented in 1972. (See Why Email Will Be Obsolete by 2020) Yet, email continues to dominate in usage and popularity. My colleague Rutul Davè wrote another post (1999 called, it wants emails back), reminding us that 25–34 year olds are actually the most bullish group… Read more »