How do you navigate the complexities of the modern housing market? Join us as we sit down with Brian Vieaux, President and COO of FinLocker. He shares his remarkable journey. It goes from the mortgage industry to leading a cutting-edge SaaS platform.
This platform simplifies the home buying process. Brian reveals how FinLocker seamlessly integrates tools like Mint.com, Credit Karma, Rocket Money, and Zillow. It offers a cohesive, branded experience for lenders. Meanwhile, it makes homeownership more accessible and less daunting for consumers. Discover innovative ways this technology paves the path for first-time homebuyers.
Career Pivots & The Power of Homeownership Belief
Have you ever wondered what fuels a career pivot? This story covers a shift from human resources to a thriving sales role in the mortgage industry. Uncover the journey of a mortgage professional whose path was shaped by supportive mentors. It was also influenced by a fear of failure and a passion for homeownership.
This episode shows how their time at Michigan State University changed everything. It shows how believing in the economic benefits of homeownership shifts sales. It moves them from mere transactions to delivering substantial consumer value.
Adapting to Change: Personal Brand & CRM in Mortgage Sales
What does it take to adapt and thrive in the ever-changing mortgage industry? Learn how trust, referrals, and proactive engagement are becoming pivotal for sales professionals. This includes financial education and social media. Brian shares his insights on leveraging LinkedIn for thought leadership. He also discusses building a personal brand.
Furthermore, he covers maximizing CRM tools to foster meaningful consumer connections. This episode has great lessons for both mortgage pros and those interested in new sales strategies. These cover navigating market fluctuations and enhancing your approach to consumer engagement.
Meet Our Guest: Brian Vieaux, Author, President, and COO, FinLocker
Brian Vieaux is passionate about financial literacy. He empowers lenders with digital financial tools. These tools help to attract, engage, and retain customers. His 30+ year executive career in mortgage banking has positioned him uniquely.
He helps lenders execute an embedded finance strategy. This transitions from a transaction focus to one of continuous consumer engagement. Brian began his mortgage banking career with Source One Mortgage, later acquired by CitiMortgage. He went on to hold executive leadership roles at prominent lending institutions. Most recently, he led the TPO business at Flagstar Bank.
In 2005, Brian earned the Certified Mortgage Banker (CMB) title from the Mortgage Bankers Association. Brian is an alumnus of Michigan State University. Brian is a former RESBOG member and was co-chair of the the MBA Wholesale Executive Forum.
Currently, Brian is a board member of the Downtown Boxing Gym Youth Program. This non-profit has been teaching kids in Detroit’s toughest neighborhoods key life lessons since 2007.
Key Takeaways You’ll Learn:
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How FinLocker’s SaaS platform simplifies home buying for first-time homebuyers.
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The journey from HR to a thriving mortgage sales role and the impact of homeownership belief.
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Strategies for trust, referrals, and proactive engagement in the mortgage industry.
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Tips on leveraging LinkedIn for thought leadership and building a personal brand.
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How to maximize CRM tools for meaningful consumer connections.
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Invaluable lessons on navigating market fluctuations and enhancing consumer engagement approaches.