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.
Category: Press
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
2020 HousingWire Tech Trendsetter
Assurance Financial, Chief Digital Officer
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”.
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
Assurance Financial Expands to
Dallas, Texas Area
BATON ROUGE, LA – June 10, 2020
Assurance Financial is now in the Dallas, Texas area, expanding its reach and lending ability in the southwestern region of the country.
The new branch will be manned by Julie Perkins, branch manager, and Mason Clinesmith, loan officer. Julie Perkins joins Assurance Financial with nearly 10 years of mortgage industry experience, and she is ready to jump in and help our borrowers close on the homes of their dreams.
“I am so excited to work with all of the technology at Assurance Financial, and to be able to offer it to my borrowers. I look forward to helping them close their loans on time, every time,” said Perkins.
Being a lender in the digital mortgage movement, Assurance Financial offers a 15-minute online application that borrowers can easily complete on their mobile device. Also, their lightning-fast closings include the ability to preview and sign closing documentation before the closing.
“Assurance Financial intends to continue growth even in light of the recent pandemic as our strength lies in liquidity and nimble servicing due to our technological advancements,” says Kenny Hodges, President and CEO.
Based out of Baton Rouge, La, Assurance Financial boasts licenses in 44 states.