Why Your Vendors Should Understand the Mortgage Industry

October 8, 2020

As a business owner you have a lot of decisions to make, whether it be about HR, billing, increasing revenue or hiring and firing. There are only so many hours in a day, however. You and your staff may not have the time or resources to cover every single aspect that it takes to keep your business humming along. In times like these, you may need to work with a vendor to pick up the slack.

Technology is an area that many mortgage branches have to rely on outside vendors for. And when it comes to an industry that is filled with technical language and jargon like technology, it is important for that vendor to speak your “mortgage language.”

There is a countless list of technology companies out there that offer services and products to various industries. Some vendors place the mortgage industry in with industries like health and IT. The mortgage industry is complex, however, and to get a system up and running quickly and ensure proper customer service, the vendor you choose should be able to speak the mortgage language of a branch manager. If they don’t know the difference between a TBD file and a locked loan, then that could be an indicator of the type of service you can expect.

Here at Special Agent X, our team has been in the mortgage industry for years and not only do we speak the language, we know what you as a branch manager needs to do to get your business organized and productive.

Our CEO Dustin Sheppard has 16 years of experience working in mortgage lending and the financial industry with direct experience in real estate, financial consulting, and venture capital, competing with top brokers and mortgage banks in the industry and successfully closing hundreds of complex loans.

Our Chief Marketing Officer, Dave Hoggatt, has more than 10 years of experience in real estate and as a mortgage broker with a breadth of knowledge of the real estate sales process that is rare and essential in today’s competitive climate.

Our Chief Technology Officer, Greg Hemig, has more than 20 years of experience as an IT consultant for mortgage and real estate companies.

It was these mortgage professionals who developed the X-Ray dashboard, which transforms massive amounts of data that is housed in a variety of popular programs into easy-to-understand, easily accessible analytics and reports that drive top-level decisions at mortgage branches. This cloud-based solution allows mortgage loan professionals access to powerful analytics for the cost of one user seat – $39 per month. The cycle time for a typical implementation is approximately two weeks.

And while we are setting it up, we’ll speak your mortgage language! Contact us today for a free demo.

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