Vendor Surf Blog & Articles

New Technology for Enterprise and Loan Officer Pipeline Building

April 20, 2022 — With the feeding frenzy of the Refi Boom just ended, where even mediocre mortgage lenders had years of overflowing pipelines, the market has flipped.  The meal train has left the station,...

Stop Selling to Millennials — What They Really Seek

April 12, 2022 — You continue to attend mortgage conferences handing out business cards in hotel bars and after-parties, along with setting up CRM sequence emails – disappointed by all the ensuing silence....

Volumes Sink — Digital Transformation Efforts Rise

April 6, 2022 — We are pleased to announce more technology expertise now available to our searcher community.  Lenders and credit unions continue to have expanded options, such as with InfoVision, Inc.,...

Goodbye Refi Boom... Vendors Now Own the Room

March 14, 2022 — The past couple of years have been TOUGH on most vendors seeking to sell products and services. Why so difficult? The Refi Boom. Lenders of every shape and size simply could not push away...

How Social Media Marketing is Evolving in Mortgage

March 1, 2022 — Follow Missourian Mark Twain once said, "To succeed in life, you need two things: ignorance and confidence."  I confess, I am not certain I totally understand his message, but I do possess...

Turning Vendor Management into a Profit Center

February 16, 2022 — The historic Refi Boom has ended and mortgage lenders are having to look everywhere for ways to generate revenue and cut costs.  Some very lean times are being predicted.  For many, all...

How to Select a Mortgage Point-of-Sale (POS) System

January 19, 2022 — When recently shopping for a new vehicle for my wife, I asked her to create a list of all ‘must-have’ features. God bless her! All she said was a Jeep with a removable hard top and a...

Benefits of Deploying a Mortgage POS

January 16, 2022 — In our first blog post on mortgage point-of-sale (POS) platforms, we describe a POS as the ‘freeway and the GPS’ between lenders and borrowers – the centralized tool for process...

What is a Mortgage POS and Why Lenders Require One

January 15, 2022 — Mortgage point-of-sale (POS) platforms provide lenders and borrowers with simplicity, speed and transparency. Of course, this is compulsory for the digitally dependent borrowers, never...

The Astonishing Pace of Mortgage Vendor M&A

December 17, 2021 —