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Episode 12: Joe Wilson, Founder & CEO of Social Coach

Episode 12: Joe Wilson, Founder & CEO of Social Coach

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In this episode of Mortgage Tech Intelligence, host Dee Khullar sits down with Joe Wilson, Founder and CEO of SocialCoach, to discuss how loan officers and mortgage companies can build stronger digital relationships through social media, video, and AI. Joe explains why social media may be driving more mortgage business than lenders realize, the importance of tracking social-assisted loans, and why consistent video content is one of the most effective ways for loan officers to stay visible with referral partners and borrowers.

The takeaway is simple: technology can help mortgage professionals create and distribute content more efficiently, but authenticity still matters. The lenders and loan officers that combine consistent, human-centered content with smarter technology will be better positioned to build relationships and generate business in an increasingly digital market.

About Joe Wilson

Joe Wilson is the Founder and CEO of SocialCoach, a social media management platform built for mortgage and real estate companies. He has more than two decades of mortgage and fintech experience, including leadership roles at SimpleNexus and Ellie Mae, as well as experience in mortgage technology, sales, marketing, and loan origination. Today, Joe helps mortgage companies and loan officers build scalable, compliant social media strategies designed to strengthen relationships and generate business

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Learn how embedded AI, intelligent automation, and modern mortgage technology are changing lending workflows at Blue Sage Solutions.


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