Mortgage Tech Intelligence: A Blue Sage Solutions Podcast

Blue Sage Solutions

Hosted by Blue Sage Solutions, Mortgage Tech Intelligence is the go-to podcast for professionals in mortgage lending and financial technology. Each episode explores how automation, innovation, and smarter workflows are transforming the way loans are originated, underwritten, and delivered. Tune in for expert insights, real-world case studies, and candid conversations with the leaders shaping the future of digital mortgage.

  1. 2d ago

    Episode 13: Rick Seehausen, President of Lenders One

    In this episode of Mortgage Tech Intelligence, host Ash Omar sits down with Rick Seehausen, President of Lenders One, to discuss how independent mortgage lenders can remain competitive during one of the industry's most transformative periods. With rising origination costs, evolving borrower expectations, and rapid advancements in artificial intelligence, Rick shares why collaboration, technology adoption, and operational efficiency have become essential for long-term success. Drawing on more than 30 years of mortgage leadership experience, Rick explains how Lenders One is expanding its cooperative model to help lenders access best-in-class technology providers, strengthen capital markets opportunities, and reduce the cost to produce a loan. The conversation also explores where AI is already delivering measurable value—from intelligent document processing and data validation to marketing operations and servicing—and why finding the right balance between automation and human expertise will define the next generation of mortgage lending. Whether you're a mortgage executive, operations leader, or technology professional, this episode offers practical insights into how lenders can modernize workflows, improve scalability, and prepare for the future of digital lending. About Rick Seehausen Rick Seehausen is President of Lenders One, one of the mortgage industry's largest national cooperative networks serving independent mortgage bankers, banks, and credit unions. Throughout his career, Rick has held executive leadership positions spanning mortgage origination, operations, capital markets, technology, and fulfillment, including leadership roles at Cherry Creek Mortgage, LenderLive, and other respected organizations. Today, he leads Lenders One's efforts to help members improve profitability through strategic partnerships, technology innovation, capital markets execution, and collaborative purchasing power.  Explore More Mortgage Technology Insights Discover how Blue Sage Solutions is helping lenders modernize operations with embedded AI, intelligent workflow automation, digital origination, and end-to-end mortgage technology designed to improve efficiency and enhance the borrower experience.

  2. Jul 9

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

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

  3. Apr 23

    Episode 11: Erin Wester, Chief Product Officer of Optimal Blue

    In this In this episode of the Mortgage Tech Intelligence podcast, host Dee Khullar interviews Erin Wester, Chief Product Officer at Optimal Blue. Erin discusses the latest innovations in mortgage technology, including AI-driven products like the Virtual Economist and Ask OB. The conversation covers how these tools are transforming capital markets, automating workflows, and empowering lenders to make faster, smarter decisions.

  4. Jan 22

    Episode 10: Melissa Langdale, Founder & CEO of Praxis Lending Solutions

    In this episode of the Mortgage Tech Intelligence podcast, host Joey McDuffee interviews Melissa Langdale, founder and CEO of Praxis Lending Solutions. With over 20 years of experience in mortgage lending, Melissa shares her journey in the industry, the challenges lenders face today, and the impact of AI on mortgage operations. The conversation covers the importance of governance in AI, the need for comprehensive policies, and the future trends in mortgage lending, emphasizing the need for lenders to adapt to changing market conditions and technology advancements.

  5. 12/04/2025

    Episode 9: Julienne Joseph, SVP of Single Family Programs at DC Housing Finance Agency

    In this episode of the Mortgage Tech Intelligence podcast, host Dee Khullar speaks with Julienne Joseph, a prominent advocate for housing policy and access to homeownership. Julienne shares her journey from loan officer to chief of staff at HUD, discussing the lessons learned from the 2008 housing crisis, the importance of engaging communities in policy-making, and the challenges faced by first-time home buyers today. The conversation also explores innovative solutions for down payment assistance, the impact of student loan debt on homeownership, and the need for collaboration across the housing ecosystem to expand access to homeownership.

  6. 11/20/2025

    Episode 8: Ross Diedrich, Founder & CEO at Covered Insurance

    In this episode of Mortgage Tech Intelligence, Ed Furbee interviews Ross Diedrich, CEO of Covered Insurance, about the integration of homeowners insurance into the mortgage origination process. Ross shares his entrepreneurial journey, the challenges faced in the insurance industry, and how Covered simplifies the insurance shopping experience for borrowers. The conversation also covers the importance of automation, the partnership with Blue Sage and Prime Lending, and the future of embedded insurance in financial services.

  7. 10/07/2025

    Episode 7: Steve Octaviano, CTO at Blue Sage Solutions

    In this episode of the Mortgage Tech Intelligence podcast, host Lucas Mast speaks with Steve Octaviano, CTO of Blue Sage Solutions, about the intersection of technology, innovation, and security in the mortgage industry. Steve shares his journey into mortgage technology, the importance of balancing day-to-day operations with long-term vision, and the critical role of security in handling sensitive data. They discuss the challenges of data security, best practices for CTOs, and the transformative potential of AI and automation in mortgage lending. The conversation also covers future trends in cloud strategy and integration, providing valuable insights for industry professionals.

  8. 09/16/2025

    Episode 6: Diego Sanchez, President of HW Media

    In this episode of the Mortgage Tech Intelligence podcast, host Dee Khullar speaks with Diego Sanchez, president of HousingWire, about the evolving landscape of the mortgage and housing industry. They discuss Diego's career journey, current trends in the housing market, and the importance of a holistic approach to housing. The conversation also covers the role of technology and AI in reducing friction in the mortgage process, as well as key takeaways for industry professionals. Diego shares insights on HousingWire's recent acquisition of Builders Daily and the upcoming events that aim to bring together various sectors of the housing industry.

See All (14)

Trailer

About

Hosted by Blue Sage Solutions, Mortgage Tech Intelligence is the go-to podcast for professionals in mortgage lending and financial technology. Each episode explores how automation, innovation, and smarter workflows are transforming the way loans are originated, underwritten, and delivered. Tune in for expert insights, real-world case studies, and candid conversations with the leaders shaping the future of digital mortgage.

Information