Author: Kayla Sutton
TMConnect’s Podcast “Last Week in Mortgage Today” featuring Assurance Financial CDO, Katherine Campbell
September 1, 2020
Rich Swerbinsky and Katherine Campbell from Assurance Financial discuss the delay of the FHFA 50 bps fee, recent home sale trends, the cultural and cybersecurity challenges of working from home, and how lenders are managing emerging tech initiatives during insanely busy times.
Assurance Financial, Freddie Mac, and Falcon Capital Advisors discuss the effects of COVID-19 and how lenders can start going digital
How did three industry experts shift their business to come out on top? Katherine Campbell, Assurance Financial CDO, discusses success during a challenging year in Snapdocs’ web series “Modern Lender Office Hours”.
The COVID-19 pandemic changed the way many do business – including the mortgage industry. But where other mortgage bankers have fallen short, we have thrived!
We are an independent mortgage banker and handle the full loan process in-house – from processing to underwriting, closing, and funding! While we have seen a mass influx of loan applications since the 1st quarter of 2020, it hasn’t stopped us from meeting our guarantee of closing on time, every time. Our back-office teams increased their hours and level of service, and thanks to the technology we implemented in 2018 and 2019, we are not only able to keep up, but still today we are beating the national average of “Time to Close” by 5 days or more!
Looking for a better way to do business? Reach out to our National Business Development Team today!
“At Assurance, we pride ourselves on finding the right people for all open positions and empowering them with the latest technology and training. We see our team as a family; at Assurance, you’re more than just an employee.”
– Scott Alexander: Director of Operations at Assurance Financial’s Branch Operations Division in Baton Rouge, Louisiana
From the beginning, Assurance Financial set out to be a different kind of mortgage company. One that not only celebrated our customers’ hopes and dreams of home ownership, but also connection – through our customers, our partners, one another, and our community. We are personally invested in each and every employee, and each and every employee is personally invested in providing first-class service to each and every customer.
Our Mission
We do more than help to buy a home; we serve to create a community.
Our Vision
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.
Assurance Financial: A Case Study in Customized Business Intelligence for Mortgage
Articles by: Richey May, Aug 04, 2020
In 2018, Assurance Financial was experiencing a time of growth and it became clear they needed customized business intelligence for mortgage. After a complete brand overhaul, including a new website and point of sale experience, Assurance was ready to grow and expand into new markets. Further, leadership wanted to expand their financial services offerings and add a consumer-direct origination division within the company.
To plan for expansion successfully, the leadership team needed accurate data and actionable insights.
Assurance Financial had some level of reporting through Encompass and limited pipeline reports through Motivity. They could pull basic numbers, like current volume and pipeline, but were lacking the kind of deep insights needed to find operational efficiencies.
Assurance was looking for a partner to solve their most pressing challenges with data, including:
- Lack of Trust In Data
- No Shared Views
- No centralized BI team
- Technology that didn’t work together
After evaluating several business intelligence offerings, Assurance chose to partner with RM Analyze.
Learn more about Assurance’s experience with implementation one year in, including their new digital application process, and how they achieved growth in their desired business areas.
Our RM Analyze team is staffed with data analysts with mortgage company experience. Our solution is built to cater to the needs of mortgage companies, with pre-built reports to get you started fast and customization from expert consultants.
“The technology has helped us convince the LOs to be more customer-centric because we can see what customers like and respond well to.” Katherine Campbell, Chief Digital Officer at Assurance Financial
By specializing in customized business intelligence for mortgage, our team can provide deeper insights from your data, not just pipleine reports that look backwards.
“We were originally hoping to replace Motivity, but RM Analyze was so robust our goal evolved to fit with that.” Steve Ward, Chief Operating Officer of Assurance Financial