E23 - Platform Integrations & Advanced Data

I had such a great time chatting with Kortney Lane-Schafers from MMI (Mobility Market Intelligence) on this tech-focused episode of Minds of Mortgage. Kortney has a fantastic background in mortgage technology, starting with her days at SureFire CRM and stumbling into the mortgage world through a friendship, before becoming a total tech guru.

We discussed how MMI evolved from Mobility RE into what Kortney refers to as “the ultimate lead to loan growth platform.” Through smart acquisitions like Bonzo CRM and MonitorBase, they’ve created an integrated system that solves the annoying problem we all have - juggling a multitude of different platforms that don’t communicate with each other.

The fascinating part was diving into their behavioral data and predictive analytics. Get this - their technology can spot potential opportunities up to 90 days before customers are even ready to make a move. It completely changes how loan officers can nurture relationships and determine who is prepared to do business.

Kortney and I got into some practical stuff about using data to build better relationships. She showed me how loan officers can instantly pull up everything about real estate agents, including their transaction history, current partnerships, and production levels. It’s like having a crystal ball for building strategic partnerships.

Looking ahead to 2025, Kortney’s pumped about mobile-first innovations coming down the pipeline. Her take on surviving tough markets really hit home: double down on the basics, such as meeting people, building your database, and using technology to add real value. We wrapped up discussing how the pros who will thrive are the ones who understand that you’ve to be both high-tech and high-touch.