Jeff Bell: Four pressing topics as you prepare for MBA Annual

October 24, 2024

This week on the Power House Podcast, HousingWire CEO Clayton Collins sat down with loan originator turned software executive: Jeff Bell, President at Uplist. Jeff joins us to talk about four really pertinent topics in today’s market: leadership, learning, loan monitoring, and recapture.

Uplist just launched what it says is a killer new tool that will help loan officers automatically generate refinance options for their clients. The technology, called “Recapture,” is integrated with the leading pricing engines, and it provides LOs with timely, accurate data that identifies multiple refi opportunities for clients.

Unlike rate alert tools, Uplist’s product fully automates the refinance analysis process. This includes property ownership checks, automated valuation models (AVMs), loan amount amortization and financial benefit calculations.

Those four topics (leadership, learning, loan monitoring, and recapture) discussed in this episode are going to be hotly discussed at this year’s MBA Annual in Denver. Listen in for insightful discussion about streamlining the loan monitoring process, competing in a refinance mortgage market, coaching and more!

HousingWire will be hosting a happy hour on Monday night at this year’s MBA Annual. You can register here.

Here’s what you’ll learn:

Coaching can significantly impact personal and professional growth.
Knowing how to use the right technology correctly is more important than just having technology.
Prioritize proactive communication with clients instead of reactive.
Understanding the nuances of a competitive landscape is key for originators.
Leadership development should always be ongoing.

Related to this episode:

The Power House podcast explores the most critical topics in mortgage, real estate and fintech. A new mortgage or real estate executive joins the show each week to add perspective to the top stories crossing HousingWire’s news desk. Hosted by Clayton Collins and produced by the HW Media team.