In this episode of Lending Forward, host Hannah McManus dives into the critical world of cybersecurity with Lindsay Barbera, a seasoned expert from Atlantic Bay Mortgage Group. Lindsay walks us through essential practices for protecting client data and staying safe in an increasingly digital industry. From the basics of avoiding public Wi-Fi and using VPNs to understanding multi-factor authentication and recognizing potential fraud tactics, Lindsay offers practical advice that every mortgage banker and real estate agent can put to use immediately.

She also shares how her passion for cybersecurity translates into her work at Atlantic Bay, including initiatives to educate teams and clients alike on how to avoid costly data breaches. Wrapping up, Lindsay discusses her plans to “lend it forward” in 2025 by giving back to the industry that has shaped her career.

Whether you're on the go, working remotely, or just looking to strengthen your online security practices, this episode is a must-listen for actionable insights on safeguarding yourself and your clients in today’s cyber landscape. Tune in for valuable advice and stay one step ahead in the world of digital security!

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, host Hannah McManus sits down with Matt Marx, CEO of Evocalize, a collaborative advertising platform that simplifies local digital marketing execution. Together, they explore the evolving landscape of lead generation in the age of AI, and dive into upcoming changes to the Telephone Consumer Protection Act (TCPA), set to take effect in January 2025.

With these changes looming, Matt breaks down the potential impacts on lead generation, marketing outreach, and compliance in our highly regulated industry. While the new rules may seem overwhelming, Matt offers practical strategies for housing professionals to stay ahead of the curve and leverage these shifts to their advantage.

Tune in for actionable insights that will help you prepare for the new year, ensuring your marketing practices are not only compliant but also more effective than ever.

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?

In this episode of Lending Forward, Bill Hitchcock sits down with Bethany Neeley from Homebot to explore how their platform is transforming the way loan officers and real estate agents collaborate. Bethany shares Homebot’s unique approach to co-branding, designed to support loan officers and agents by providing valuable client insights that go beyond traditional drip campaigns. She discusses how behavioral data helps users foster client relationships and stay proactive in a tech-driven market, whether reaching first-time buyers or seasoned homeowners.

Bethany also dives into the latest Homebot updates, from enhanced affordability tools for buyers to new features in the Home Digest, aimed at keeping clients engaged with personalized data. Wrapping up, Bethany shares her personal goal of lending it forward by helping users streamline their processes, maximize efficiency, and deliver top-notch service. Don’t miss this episode if you’re ready to take client engagement to the next level with insights from a true industry innovator!

Lending Forward is the home for real discussions about the industry we love. Hear first-hand accounts every week from the people at the heart of the business – Mortgage Bankers, Realtors, Financial Advisors, Coaches, and more – as they cultivate transparency around the future of lending.

So tell us, how are you lending it forward?