Success Beyond the Pandemic: Leveraging Digital Technology to Compete in Today’s Market
Thursday, May 13 at 1:00 p.m. Central Time
About Mortgage Coach
Mortgage Coach is the industry’s only loan strategy platform that delivers a real-time Total Cost Analysis. This mobile-first, digital analysis allows members to compare loan programs and the impact they will have on their short- and long-term financial goals. This level of transparency has revolutionized the rate quoting and pricing process to empower those in the ACUMA community to deliver accurate and actionable financial advice so their members can make faster, more informed mortgage decisions.
Session description
Join your colleagues in this virtual panel discussion to hear how top lenders like Patelco Credit Union, First Tech Federal Credit Union and Orange County’s Credit Union have leveraged Mortgage Coach’s digital technology to educate their members on available mortgage options to compete in today’s market. The panelists will share the innovative tools they have used to help move their market share from the single to double digits and how they are bringing their members together in the post-pandemic world where communicating digitally is key.
Speakers
- Joe Puthur, President, Mortgage Coach
- Andrew Kush, Director of Home Loan Sales, Patelco Credit Union
- Bruce Dickinson, Senior Vice President, Mortgage Lending, First Tech Federal Credit Union
- Carlos Miramontez, Vice President, Mortgage Lending, Orange County’s Credit Union
Joe Puthur
President
Mortgage Coach
Andrew Kush
Director of Home Loan Sales
Patelco Credit Union
Bruce Dickinson
Senior Vice President Mortgage Lending
First Tech Federal Credit Union
Carlos Miramontez
Vice President Mortgage Lending
Orange County’s Credit Union
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