Vendor Surf Blog

Chatbots vs. Virtual Assistants: Differences — and how they help

October 15, 2020 — Many of us have gotten comfortable throwing around terms like: Artificial Intelligence, Machine Learning, Chatbots, Virtual Assistant and similar.  For many, we talk about them more than...

WEBINAR: How to Stay Compliant — Marketing Services Agreements (MSAs)

October 14, 2020 — Fact is, we don't sponsor many webinars.  This one is a noteworthy exception, especially with the recent CFPB update on Marketing Services Agreements (MSAs). AcuAuditor is an automated...

MISMO's RON Certification - What You Need to Know

September 16, 2020 — We recently sat down with Jonathan Kearns at MISMO to learn more about two things: Their new Remote Online Notarization Certification program MISMO's evolution to go beyond just a 'data'...

Loan Officers — High Visibility LOW Effort; Set It & Forget It

September 1, 2020 — While 2020 has been odd and unpredictable on many levels, we continue to see a steady flow of vendors and tools that help overcome some pain points.  To borrow from the legendary Ronco...

Big Data Done Right; And Shifting Compliance Monitoring Needs

August 19, 2020 — One of the biggest revolutionary changes in the end-to-end mortgage and credit union space right now is the convergence of Big Data and multiple new technologies to help mine it –...

Diversity in Vendor Selection - An Inspiring Short Story

July 21, 2020 –  So, I’m Asked: ‘Do I really need to hire diverse vendors?  What do I gain?' YES - You bet your assets! An inspiring short story on diversity, vendors and elegance. Not so long ago, I reached...

Our New Normal – Working Remote; Tech to Make it Permanent

April 15, 2020 – One of our fantastic (and innovative) client's, Capacity, asked us to write a guest blog post for them.  We agreed that the work from home (WFH) model thrust upon the whole world seemed like...

Best & Worst of Vendors; True authenticity in a crisis (and one big OMG!)

March 25, 2020 – Message to the vendors in the mortgage and credit union marketplace – You make me PROUD!  I have no doubt that even Linda Richman is ‘getting a little verklempt’ at this point.  She was the...

Trade Show Cancellations – How to fill that massive 53% conversion void

March 18, 2020 – Losing 53% of anything is a huge deal.  Figuring out what to do about it might even be the bigger deal.

Takeaways from 2018 MBA Annual Convention and Expo: Technology

Oct. 30, 2018 –   More than 4,000 housing industry representatives gathered the week of October 14th in Washington D.C. to network, strike business deals and show off the best and brightest service and...