PODCAST · business
Clear to Close
by Maxwell
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.
Episodes
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Big Market Headlines Every Lender Should Consider Going into 2H24
Going into the second half of the year, there's plenty to pay attention to in market news: From talk of rate cuts to the new FCC rule on mortgage leads, changes on the horizon could drive new opportunities (and new challenges) for lenders. Here to weigh in is the Clear to Close crew. In this...
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Audience Q&A (Special Edition of Clear to Close!)
Ever wonder how AI and mortgage technology will evolve over the next five years? How about what it would take for housing inventory to improve in the foreseeable future? In this special episode of the Clear to Close podcast, hosts Alan and Anthony dive into the burning questions asked by you—our...
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How the NAR Ruling Will Impact Lenders (& the Entire Home-Buying Process)
The groundbreaking NAR settlement has real estate agents, lending professionals, and home buyers scrambling to understand its ramifications. Here to weigh in is the Clear to Close crew: In this conversation, Alan, Bryan, and Anthony channel their experience in the industry to walk through…
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How to Drive Referral Business in 2024's Competitive Mortgage Market
No one knows exactly what lies ahead this year, but one thing is clear: 2024's market will remain competitive, with make-or-break economic factors influencing recovery and lenders scrambling for profitability amid evolving challenges. One headline set to impact the market is ongoing trouble…
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Major Factors That Could Boost (or Derail) 2024's Housing Market
Recent Fed announcements, declining interest rates, and increased loan activity spell an optimistic end to the year. But is the mortgage industry's renewed sense of hope warranted—and is the worst truly behind us? In this episode of Clear to Close, hosts Alan, Bryan, and Anthony dig into their...
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Borrower Segments & Lending Strategies to Incorporate in Your 2024 Plan (ft. Melissa Langdale, President & COO of TMC)
This week on the Clear to Close podcast, we have a special guest: Melissa Langdale, TMC President and COO and a career-long mortgage veteran. In this conversation, Melissa leverages her unique perspective gleaned from interactions with lenders across the industry to provide actionable tips on how...
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What's Really Causing Housing Market Woes (& What It'll Take for Conditions to Stabilize)
With Alan Parris freshly back from sabbatical, the Clear to Close team dives into the topic on everyone's minds: housing market challenges. While it's easy to point fingers and ascribe blame at times like these, the truth is that the forces driving today's conditions are varied and complex. In…
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Inflation, Rates & Creative Ways to Capture Remaining Borrower Business
As Alan Parris takes a sabbatical from Maxwell, two-thirds of your favorite trio—Bryan Traeger and Anthony Ianni—are back to catch up on the status of inflation, interest rates, and today's market outlook. From the latest CPI numbers to the recent job openings report, Bryan and Anthony talk…
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The Future of AI in Mortgage
Artificial intelligence: Is it the efficiency-driving copilot you've been waiting for or an increasingly intelligent force vying for your job? To move past polarizing headlines and unpack the truth, we spoke with someone who lives and breathes technology: Maxwell Co-founder & CTO Rutul Davé. In...
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SVB Fallout, Fed Rate Pause & How NOT to Pursue Mortgage Leads (Even if You're Desperate)
Between fallout from Silicon Valley Bank's collapse, the latest Fed announcement, and more news of stubborn inflation, there's plenty of economic drama continuing to unfold. The question on every lender's mind is: Has the market finally bottomed out? In our new Clear to Close episode, the Maxwell...
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How to Connect with Hispanic Borrowers & Improve Homeownership Access (with Laura Arce, SVP of UnidosUS)
Hispanic and Latino populations are an integral, growing part of American communities and a rising force in U.S. homeownership. Still, many Spanish-speaking borrowers struggle with the financial, logistical, and readiness challenges related to home buying. In our latest conversation on Clear to...
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Ep 032: 2023's Mortgage Market: Reasons for Optimism or False Hope?
Two and a half months into 2023, the question on every lender's mind is: Are we seeing real signs of market recovery? Headline after headline announces the moderation of rates and the beginnings of volume returning. Still, challenges remain, and in many ways, the trajectory of the market…
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Ep 031: Bettering Communities through the Power of Homeownership (with Matthew Marshall, Co-founder & CIO of New Story)
New Story, a nonprofit tackling homelessness through proven, sustainable, and scalable models, has built an impressive 3,380 homes, impacting 15,200+ people across 4 countries. In this episode, we sit down with Co-founder and Chief Impact Officer Matthew Marshall to talk through how New Story got...
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Ep 030: The Biggest News, Ideas & Takeaways from MBA Annual 2022
As the dust settles from the MBA Annual conference in Nashville, the industry is still abuzz with market predictions, industry announcements, and new concepts that came out of the event. In this episode of Clear to Close, hosts Alan, Bryan, and Anthony unpack the most important takeaways from MBA...
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Ep 029: Lender Sentiment, Market Outlook & Opportunity that Remains as Rates Reach 7%
As interest rates rise to levels not seen since the early 2000s, now is the perfect time to take a pulse on the market: How are lenders viewing the current conditions, what challenges will Q4 bring, and does opportunity still exist today?
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028: How to Beat the Market with Non-traditional Loan Products (with Chris Ledwidge, EVP of theLender)
While lenders nationwide struggle with market challenges, Chris Ledwidge of theLender is thriving. A fast-growing wholesale mortgage lender headquartered in California, theLender just landed an impressive spot at #11 overall on the prestigious Inc. 5000 list. Its secret to success? Leaning into...
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027: How to Channel Learnings from Zillow into Building a Top Borrower Experience (w/ Bryan Mecsey, Maxwell VP of Sales)
Boasting 200 million monthly users, real estate tech giant Zillow is only becoming a stronger competitive force as it expands its presence in the mortgage lending space. In the face of this trend, local lenders have a choice: they can ignore the growing threat or they can bolster their…
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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...
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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…
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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...
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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…
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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...
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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...
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020: Career Variety in the Mortgage Industry
On this episode of Clear to Close, we put down our Margaritas and end our summer break early to have a discussion around job potential and career pathing in the industry. We cover everything from how leaders should be approaching moving talent in their organizations and the leadership style...
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019: How To Become The Go-To Lender For A Top Real Estate Agent
Today’s purchase-heavy market is here to stay for the foreseeable future. For lenders, that means real estate agents hold the keys to prospective borrowers. In our latest episode, we sit down with long-time real estate agent and author Mindy Jensen to learn how lenders can grow their referral...
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018: Building a More Inclusive Industry One Event At a Time (w/ Jeri Yoshida & Molly Dowdy)
On today's episode, we sit down with NEXT Mortgage Events Co-founders Jeri Yoshida and Molly Dowdy to discuss the changing role of women in the industry. Learn why Jeri and Molly launched NEXT and its growing impact, from increasing visibility for underrepresented groups to flipping the industry...
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017: Intro to Capital Markets (w/ Rob Chrisman)
Capital markets are a critical part of the mortgage industry. You’re probably generally familiar with the term and likely know it’s a department in your company. At the same time, you may not realize the important role it plays in a lender’s profitability and a borrower’s ability to get into…
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016: How to Boost Your Brand with a Sharing Mindset (w/ Michael Hammond, Founder NexLevel Advisors)
In this episode, we sit down with NexLevel Advisors Founder and industry vet Michael Hammond to discuss the surprising returns that sharing and being open in the mortgage industry can bring to your brand and your business. The marketing game is changing, and consumers have new expectations for…
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015: Building A Company For the Long-term (w/ Kevin Peranio, CLO PRMG)
On today's episode we sit down with Kevin Peranio, Chief Lending Officer at PRMG, and pick his brain on how he approaches business problems, his focus on building for the long term, what giving looks like in the industry, and even a little caffeine advice. Enjoy!
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014: 2021 Mortgage Lending Resolutions
On episode 14, we sit down for a roundtable discussion, joined by Maxwell Director of Content Allison Leung. Today's topic? 2021 mortgage lending resolutions. Right now, you might finally have time to take a breath as this crazy year comes to a close. That makes it the perfect opportunity to…
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013: Becoming a Go-to Lender for New Homebuyers (Ft. Kristin Messerli, Founder Cultural Outreach)
On this episode, we sit down with Kristin Messerli, Founder of Cultural Outreach and next gen homebuyer guru. She recently released her insightful Next Gen Homebuyer Report, and today, we chat about its results and implications for lenders across the country. It’s long been theorized that...
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012: Discovering Your Core Competency (Ft. John Paasonen, CEO & Co-Founder Maxwell)
Unless you’ve been living under a rock, you know times are crazy right now—from a global pandemic and unprecedented economic environment to a contentious election season and interest rates spurring more loan volume than many lenders have seen in decades. In times like this, it’s tempting to go…
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011: A Forgotten History- How the Gov’t Segregated American Neighborhoods (Feat. Richard Rothstein, Author of "The Color of Law")
We encourage all of our listeners to read Mr. Rothstein's book. Purchase The Color of Law: A Forgotten History of How Our Government Segregated America here.
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010: Technology Adoption in the Mortgage Industry (Feat. Patrick Burns, CEO, Spruce)
Today on the pod, Alan and Bryan sit down with Spruce CEO Patrick Burns to talk about technology adoption in the mortgage industry and how COVID-19 is impacting mortgage tech adoption.
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009: Thinking Like an Executive (Feat. Kurt Reisig, American Pacific Mortgage)
On today's episode, we throw it back to TMC's Winter Conference in New Orleans back in February when we sat down with American Pacific Mortgage's Kurt Reisig to talk about the evolving role of the loan officer and how mortgage professionals can learn to think like an executive to extend their...
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008: Leading a Remote Sales Team feat. Tyler Johnson & Mike Brouwer (LIVE Happy Hour Bonus Episode)
On today's bonus episode and first LIVE recording of Clear to Close, we're joined by Tyler Johnson (Business Development Manager, Prosperity Home Mortgage) and Mike Brouwer (Chief Customer Officer, Maxwell) to talk all about how to lead a remote sales team. This was a happy hour episode, so get...
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007: How Leaders Guide Their Teams through Turmoil feat. Rich Swerbinsky, COO, The Mortgage Collaborative
On today's pod, we sit down with The Mortgage Collaborative COO Rich Swerbinsky to look at what lenders are doing to make the most out of these tumultuous times and set themselves up to thrive in the future.
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006: The Great Remote Work Experiment — How to Work from Home without Losing Your Mind
DON'T MISS CLEAR TO CLOSE LIVE! Join us for a virtual industry happy hour on April 23rd at 5pm EST. Get more info & register here: https://maxwell.zoom.us/webinar/register/WN_DFeU0q02TbGuhBcMxW0smw [eBook Download] Lend from Home: Practical Tips for Remote Mortgage Teams
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005: Mortgage Hall of Fame feat. Rob Chrisman
You've seen him keynoting conferences and in your inbox around 6AM with his industry newsletter each morning, and now you can hear him on Clear to Close. That's right; the man, the myth, the legend Rob Chrisman sat down with us recently to discuss everything from remote work, the future of the...
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004: Diversity & Inclusion in Mortgage (feat. Patty Arvielo, President & Co-founder, New American Funding)
On today's pod, Alan, Bryan, and Chelsea sit down with Patty Arvielo (President & Co-founder, New American Funding) to talk about diversity and inclusion in the mortgage industry. Patty is well-known across the industry for her commitment to promoting diversity & inclusion in mortgage, leading by...
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003: The Future of the Loan Officer (Feat. Ernie Graham, CEO, Homebot)
We sit down with Homebot CEO Ernie Graham to discuss the changing role of the loan officer in today's digital landscape.
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002: Mortgage Marketing Madness
0:00 - Intro & Marketing Background 3:30 Mortgage & Digital Marketing - the customer journey is multi-faceted and typically involves digital touchpoints 6:20 - figuring out where to focus your marketing efforts with minimal budget 8:30 - understand your target customer and figure out where the…
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001: Clayton Collins, CEO, HousingWire
In our premiere episode, our hosts Alan Parris and Bryan Traeger sit down with HousingWire CEO Clayton Collins to dig into the challenges and opportunities of running a media publication in today’s digital age.
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ABOUT THIS SHOW
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.
HOSTED BY
Maxwell
CATEGORIES
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Frequently Asked Questions
How many episodes does Clear to Close have?
Clear to Close currently has 43 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Clear to Close about?
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...
How often does Clear to Close release new episodes?
Clear to Close has 43 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Clear to Close?
You can listen to Clear to Close on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Clear to Close?
Clear to Close is created and hosted by Maxwell.
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