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There are foundational principles every business needs to be successful. While technology and terminology continually evolves, the principles don't. In today's episode, Melissa and James recap our interview with Jemma Pachiano and Andrew Panagos to uncover how technology (specifically AI) is transforming the roles within the mortgage industry to eliminate redundancy and inefficiency. But is it really solving the most critical problems we face in serving our clients?

Tune in to hear a detailed breakdown of the highlights from our most recent webinar from the "Future Proof Webinar" series

To register for the live Future Proof webinars, download past episodes, and hear all of the discussions, visit PraxisLendingSolutions.com/FutureProof.

About Our Hosts:

Melissa Langdale is the founder and CEO of Praxis Lending Solutions, a premier consulting firm focused on improving the operational efficiency and effectiveness for mortgage lenders. As an experienced mortgage industry veteran, she brings a unique approach to solving problems for her clients.

If you’re interested in connecting with Melissa to discover how Praxis can help restructure and refine your Operational workflow, connect with her at PraxisLendingSolutions.com.

James Duncan is the founder and Chief Marketing Strategist of Caelum Advisers. As the former Head of Marketing for more than a decade, James launched Caelum Advisers with the mission of transforming the perception of what great marketing strategy looks like in the mortgage industry.

If you are a founder, executive, or head of marketing and want to find out how to tell a more compelling story and connect with your ideal client, visit CaelumAdvisers.com.

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Sales Coaching is a part of any industry, but this is especially true in Mortgage and Real Estate. In today's episode, Melissa and James discuss the commentary from two outstanding coaches from the Mortgage industry in Brian Covey and Austin Lampson. Our special panelists shared their insights on a host of topics from what strategies are setting top producers apart to the evolution of coaching in the age of AI.

Tune in to hear a detailed breakdown of the highlights from our most recent webinar from the "Future Proof Webinar" series

To register for the live Future Proof webinars, download past episodes, and hear all of the discussions, visit PraxisLendingSolutions.com/FutureProof.

About Our Hosts:

Melissa Langdale is the founder and CEO of Praxis Lending Solutions, a premier consulting firm focused on improving the operational efficiency and effectiveness for mortgage lenders. As an experienced mortgage industry veteran, she brings a unique approach to solving problems for her clients.

If you’re interested in connecting with Melissa to discover how Praxis can help restructure and refine your Operational workflow, connect with her at PraxisLendingSolutions.com.

James Duncan is the founder and Chief Marketing Strategist of Caelum Advisers. As the former Head of Marketing for more than a decade, James launched Caelum Advisers with the mission of transforming the perception of what great marketing strategy looks like in the mortgage industry.

If you are a founder, executive, or head of marketing and want to find out how to tell a more compelling story and connect with your ideal client, visit CaelumAdvisers.com.

Send us a text

Julia Brown, Founder of Teloscope Advisors, joins the latest edition of the Future Proof Series to discuss her thoughts on the Mergers & Acquisition landscape of the mortgage industry. In today's companion piece to the webinar, Melissa and James revision the key moments in the discussion with Julia and what she is seeing transpire across the industry, the strategies some IMBs are leveraging to grow and stay relevant, and the keys to managing a smooth transition for those executives who find themselves preparing for (or in the midst of) a new reality for the future of their business.

To register for the live Future Proof webinars, download past episodes, and hear all of the discussions, visit PraxisLendingSolutions.com/FutureProof.

About Our Hosts:

Melissa Langdale is the founder and CEO of Praxis Lending Solutions, a premier consulting firm focused on improving the operational efficiency and effectiveness for mortgage lenders. As an experienced mortgage industry veteran, she brings a unique approach to solving problems for her clients.

If you’re interested in connecting with Melissa to discover how Praxis can help restructure and refine your Operational workflow, connect with her at PraxisLendingSolutions.com.

James Duncan is the founder and Chief Marketing Strategist of Caelum Advisers. As the former Head of Marketing for more than a decade, James launched Caelum Advisers with the mission of transforming the perception of what great marketing strategy looks like in the mortgage industry.

If you are a founder, executive, or head of marketing and want to find out how to tell a more compelling story and connect with your ideal client, visit CaelumAdvisers.com.