Digital Mortgage Direct Page

William G. (Bill) Stuart is the director of planning and business analysis at Voya Financial. He has been involved with Health Savings Accounts since their introduction in 2004 and writes frequently on compliance and strategy issues. He is the author of "HSAs: The Tax-Perfect Retirement Account." He chairs the American Bankers Association HSA Council's compliance committee, is president of the Massachusetts statewide chapter of the National Association of health Underwriters, and serves on the board and several committees at the Employers Council on Flexible Compensation.

In this session, Andrew Pohlmann, executive vice president of marketing and sales enablement at Guaranteed Rate, and Joe Welu, founder and CEO at Total Expert, will share proven strategies to deepen customer relationships, drive referrals, and boost ROI. 

In this live case study presentation, Jon Giles (TD Bank) and John Evans (Roostify) will demonstrate how TD Bank created a frictionless, integrated digital experience for their borrowers—from lead capture to close.

And a trio of large publicly traded nonbank lenders looking to defend market share may consider buying those mid-sized brethren, a Keefe, Bruyette & Woods report said.

Their summer gains come as home price growth begins to slip and reverse mortgage volumes hit a two-and-a-half year low in September.

Rising interest rates could force some community banks to fall below a critical capital threshold that the Federal Housing Finance Agency uses to determine eligibility for Home Loan bank advances.

The link between digital servicing and marketing automation will disseminate information through efficient means, such as a short video that explains escrow analysis.

 Eileen Potter is Head of Insurance at intelligent automation company ABBYY. She has more than 25 years of insurance and insurance technology experience with extensive knowledge of commercial, personal, and specialty lines, including insurance operations on both the agency and company levels. She has worked in independent agencies and MGA operations in a variety of roles, including commercial marketing and underwriting. Her software background includes systems marketing, sales support, and implementation roles with organizations such as Appian, One, Inc., Duck Creek Technologies, and Fiserv, among others.

Softening prices have yet to lead to a turnaround in purchase activity, even as the average loan size fell under $400,000.