Katherine Campbell spent 20 years in the financial services industry in San Francisco, helping to evolve numerous companies and products into a digital revolution. For the last two years, Campbell has worked to select, implement and adopt more than 14 technologies for an end-to-end digital mortgage solution including an MOS, POS, and COS, collaborative operating system for BI data across all tools. Personifying the digital platform with “Abby,” users will soon be able to “Ask Abby” with their adoption of artificial intelligence in 2020. As the chief digital officer at Assurance Financial, Campbell runs the new consumer direct division, marketing and IT, which complement each other in several areas including lead generation, communication and technical integrations. Campbell quickley recognized the growing adoption of an online mortgage in the consumer market. Forging ahead under these notions, she was one of the first in the country to establish a two-way integration between systems in order to avoid clients having to deal with multiple technologies. This allowed marketing automation opportunities for excellent communication. Additionally, she also worked to develop a single-sign-on experience so users only felt they were doing business with a single company, Assurance Financial. The company stated that it firmly believes it is Campbell’s expertise that enabled a seamless journey for both the borrower and the internal sales and operations teams.
Author: Kayla Sutton
Snapdocs Presents:
Ask Me Anything About Digital Closings
Hear from two lenders who have successfully rolled out digital closings across their entire organization. In this hour-long Q&A, Assurance Financial and Allied Mortgage Group share their experience with implementing digital closings, getting set up for eNotes, and the results they’ve seen so far.
What you’ll learn
- The challenges that lenders face with adopting eNotes
- The pros and cons of digital closings
- How lenders can navigate state and county level acceptance of digital closings
- How implementing eClosing technology impacts a lender’s workflow
- How to tell if a remote online notary technology is approved for use
As a mortgage loan officer, you have many goals – growing your sales and production, enhancing borrower experience, nurturing referral source relationships, building your brand, and professional development, just to name a few. But what about job happiness?
Justin Dorroh of Florence, Alabama started his mortgage career in 2015. He was “happy” with his current employer, but when he joined Assurance Financial in 2018, he found that he was even happier! At Assurance Financial, we want our team members to look forward to coming to work because it’s a place where they can grow personally and professionally, and the environment is one of positivity and achievement. You’re the hero. We’re here to help you shine.
Reach out to our National Business Development Team today to find out how you can be happier.
Here at Assurance, we do more than help to buy a home; we serve to create a community. And we care, period. About our local communities, our customers, and our employees. Across industry channels, cultures, and life stages, we couple technology-focused solutions with superior customer service to provide a seamless and enjoyable home buying experience that exceeds expectations.
Ask yourself these 5 questions about your company’s culture.
- Do you relate to your company’s mission?
- Do you trust your leaders to make appropriate decisions?
- Are you and your co-workers engaged and eager to get involved?
- Has productivity increased during this year’s low interest rate environment?
- Do your sales and operations groups work together as one cohesive team?
The outlook for 2021 is for mortgage interest rates to remain historically low. Does your current company have the right tools and mindset to equip you to make it another record-breaking year?
2020 HousingWire Tech Trendsetter
Assurance Financial, Chief Digital Officer
After working in college athletics for over 20 years, Rob Stewart of Lafayette, Louisiana made a major career change in 2018 and never looked back! The perks of an unlimited income potential and more flexible schedule and lifestyle were certainly appealing, but it was the ability to be a part of something bigger than himself and join a rock solid team that ultimately led Rob to join Assurance.
Rob’s favorite part of his new career is his connection with his borrowers, and the role he plays in making another family’s dreams of homeownership come true. Hear Rob’s heartfelt story on his life-changing decision!
Whether you’re a seasoned industry vet or a sales professional in another field considering a change, reach out to our Business Development Team today to learn what we can offer to help you reach your life goals!
Meet Superwoman Tracey Lassere, Branch Manager and Senior Loan Officer in Lafayette, Louisiana. Whether it’s keeping up with her two young active kids, volunteering her free time to serve among several non-profits from Mardi Gras krewes to her local junior league, leading her team of 10+ loan officers and assistants, and maintaining a high level of production herself – Tracey does it all without breaking a sweat. How? The Assurance Financial difference!
Hear from Tracey on how the support of her leadership and operations teams has helped her grow over the past 13 years into the successful rockstar she is today.