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?

In this episode of Lending Forward, we sit down with Dennis Giannetti, Coach and Trainer, to explore how mortgage professionals can not only survive but thrive during different market conditions. Dennis breaks down the two key drivers in life: faith and fear, and explains how choosing to believe in your own abilities and resilience can help you stay grounded and achieve success even in difficult times.

We dive into practical strategies for overcoming the overwhelm, staying consistent with your goals, and combating the fear-driven mindset that can stifle progress. Dennis shares his personal experiences, including insights on the "Superman Complex," and offers actionable advice on how to become the hero of your own story. Whether it’s maintaining a strong mindset, taking consistent daily action, or performing acts of kindness to elevate those around you, this episode is packed with motivation and wisdom that will inspire you to keep moving forward.

Join us as we explore how to navigate the ever-changing mortgage industry and beyond with confidence, determination, and a "burn the ships" mentality.

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?

On this episode of the Lending Forward, we bring you an insightful conversation with Dave Phillips, a seasoned association executive who shares his thoughts as he transitions into retirement, or as he prefers to call it, “refiring.” Dave is the current CEO of the Raleigh Regional Association of REALTORS (RRAR), and he joins host Eliza Delgado to reflect on his contributions to real estate law, community housing initiatives, and leadership development. He highlights key accomplishments such as drafting Virginia’s agency law and establishing housing foundations to support essential workers in affordable homeownership.

Dave emphasizes the importance of association involvement, especially for agents who have a direct impact on their local communities. He touches on the balance between managing growth, and how associations like the RRAR foster a sense of community through various local initiatives.

Dave is a treasure in our industry as he continues to foster future leaders and offer his wisdom to inspire meaningful leaders within associations. His next chapter is filled with purpose, joy, and an ongoing commitment to making a difference.

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, Jeff Verry and Eliza Delgado both sit in the host chair to chat with Spencer Dusebout, Founder & CEO of Aidium Mortgage CRM, and a visionary in the mortgage and real estate tech space.

Spencer delves into the challenges that real estate professionals face with fragmented technology platforms and the struggle between corporate structure and the needs of top producers. He shares his journey of building a system that helps streamline processes and makes life easier for both corporate teams and high-performing producers by offering customizable solutions.

We discuss the balancing act between entrepreneurial independence and corporate compliance, the importance of creating a consolidated tech stack, and how Spencer’s passion for solving industry-wide problems started over four years ago. This episode is packed with valuable takeaways for anyone in sales or leadership, including how to live in your strengths and find your "multiplier effect" for maximizing impact.

Additionally, Spencer opens up about the difficulties of building and managing teams, providing listeners with practical advice on setting clear expectations and aligning incentives to foster success. He also emphasizes the importance of recognizing individual strengths while finding ways to manage weaknesses effectively, leveraging the power of collaboration and technology.

Join us for a deep dive into how Spencer is lending it forward by developing cutting-edge tools for the mortgage industry and nurturing a strong team culture, all while balancing the demands of work and family life.

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 Jeff Verry sits down with real estate powerhouse Leigh Brown, who brings decades of experience and wisdom to the conversation. Leigh shares valuable advice on thriving in today’s real estate market by deeply understanding your local area, personalizing your approach, and combating the noise around market conditions.

Leigh emphasizes the importance of staying informed, asking the right questions, and being a true advocate for your clients. She also dives into the critical issue of self-care, encouraging real estate professionals to set boundaries, prioritize their health, and maintain balance in their personal and professional lives.

As she approaches a milestone birthday, Leigh reflects on her ongoing mission to fight through the noise and continue advocating for positivity and growth in the industry.

This episode is packed with actionable insights for realtors, loan officers, and anyone looking to excel in real estate while staying true to themselves. Tune in to hear how you can master your market, advocate for change, and lend it forward!

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 Brian Vieaux to dive deep into the power of social media for loan officers, inspired by the game-changing book Rethink Everything You Know About Being a Next Generation Loan Officer.

Vieaux shares how his journey into digital branding transformed his approach to business, emphasizing the need for loan officers to become more than just transactional players in today's evolving market. The conversation also explores how tools like FinLocker are helping first-time homebuyers get financially prepared.

With plenty of actionable insights, this episode is a must-listen for professionals looking to elevate their social presence and rethink their approach to the next generation of homebuyers.

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?