26 episodes

Each episode of Clear to Close is a deep dive into topics impacting mortgage and real estate professionals. We’ll be sitting down with industry thought leaders and seasoned mortgage pros to challenge our assumptions and go beyond surface-level discussions for a no-BS view of the issues impacting the industry.

Clear to Close Maxwell

    • Business
    • 5.0 • 13 Ratings

Each episode of Clear to Close is a deep dive into topics impacting mortgage and real estate professionals. We’ll be sitting down with industry thought leaders and seasoned mortgage pros to challenge our assumptions and go beyond surface-level discussions for a no-BS view of the issues impacting the industry.

    Ep 26: How to Capitalize on 2022’s Market with New Loan Products (with Jeff Shearer, Team Manager at Optimal Blue)

    Ep 26: How to Capitalize on 2022’s Market with New Loan Products (with Jeff Shearer, Team Manager at Optimal Blue)

    With interest rates continuing to rise and the MBA’s revised forecast predicting lower origination volume than expected, the question on every lender’s mind is: How can I find opportunity in 2022’s market to bolster profitability? To dig into the creative strategies today’s lenders are using to fill lost volume, we chatted with Jeff Shearer, Team Manager at Optimal Blue, an industry-leading product and pricing engine. Channeling boots-on-the-ground insight, Jeff speaks to the new loan product offerings he sees lenders launching in today’s environment and how he’s advising those lenders to mitigate risk and ensure success. For actionable advice on launching products to meet market demand, don’t miss this timely episode.

    • 50 min
    025: How to prepare for rising mortgage rates and economic volatility

    025: How to prepare for rising mortgage rates and economic volatility

    Global unrest, Fed rate hikes, and economic volatility: There’s no shortage of topics to discuss in the latest Clear to Close episode, where we’re joined again by Maxwell Solutions Director Anthony Ianni. As a 33-year mortgage veteran, Anthony knows that now is the time for lenders to revamp their strategies, go back to basics, and gear up for a rising rate environment. In fact, by scrutinizing their operations, reimagining their product mix, and thinking like their investors, lenders can find unexpected opportunities in today’s market. Tune in for a discussion on current events, macroeconomic forces affecting margin compression, and what lenders should do now to get ahead.

    • 34 min
    024: How to Drive a Profitable 2022 in Today’s Challenging Market

    024: How to Drive a Profitable 2022 in Today’s Challenging Market

    On today’s episode, we’re joined by Anthony Ianni, a capital markets industry veteran and team member at Maxwell who works in our Maxwell Capital business. We talk through current market conditions, challenges and opportunities lenders have this year, and three recommended focus areas to drive profitability in 2022.

    • 52 min
    023: Using Processor Insight to Innovate Back-Office Technology (w/ Alex McEvans, Product Manager at Maxwell)

    023: Using Processor Insight to Innovate Back-Office Technology (w/ Alex McEvans, Product Manager at Maxwell)

    In today’s episode, we sit down with Alex McEvans, Sr. Product Manager at Maxwell, to discuss how technology can enhance back-office efficiency and create better margins for lenders. A fintech veteran, Alex understands the importance of building thoughtful solutions that truly benefit the people in the process. Using this mindset, Alex recently led the development of Maxwell's newest solution, Processor Edge, a first-of-its-kind processing workflow technology that increases processor capacity and reduces costs by accelerating document review, streamlining communication, and detecting data discrepancies. To ensure the value of this solution, Alex spent hundreds of hours with some of the country's best processors, learning their workflow, processes, and needs. He’s boiled those insights down into actionable takeaways that can help lenders hone their loan processing and unearth profitability. Enjoy!

    • 46 min
    022: Reinventing the Secondary Market for Local Lenders (w/ Sadie Gurley, GM Maxwell)

    022: Reinventing the Secondary Market for Local Lenders (w/ Sadie Gurley, GM Maxwell)

    Now more than ever, capital markets represent a vital area for local lenders to pursue better accuracy, improved economics, and more competitive rates. In this special episode, we sit down with Sadie Gurley, VP & GM of Maxwell Diligence and the newly launched Maxwell Capital solution, offering expanded access to the secondary market for lenders serving America's communities. Sadie uses her extensive experience in the mortgage industry to lay out exactly what local lenders need to compete in today's market, including streamlined processes, decreased trading time, and a better secondary market experience for lending teams and borrowers.

    • 46 min
    021: Leading a team to generate amazing results w/ Sarah Gonzalez

    021: Leading a team to generate amazing results w/ Sarah Gonzalez

    On this episode of Clear to Close, we sit down with Sarah Gonzalez, COO of First Guaranty Mortgage Corporation (FGMC) and recent HW Vanguard winner, to discuss how leadership practices can dramatically impact mortgage companies. Sarah shares what makes her so passionate about great leadership and how FGMC uses innovative practices to build a culture of excellence and ownership. Tune into this episode for actionable tips from a progressive industry leader on how to boost employee retention, team creativity, and ultimately business results.

    • 45 min

Customer Reviews

5.0 out of 5
13 Ratings

13 Ratings

JOrok ,

Clear and Relevant Info

I have been looking for a show like this for a long time. Talking about loans and the industry and all the details around it. This show nails it.
Keep up the great work, but maybe stay away from the group drinking episodes. That one was a little....
Otherwise, totally awesome!

MortgageGuy123 ,

Maxwell does it again

Maxwell consistently puts out high quality mortgage content and if episode 1 is any indication, their podcast will be similarly valuable to mortgage professionals

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