Good. Better. Broker.

What does it take to succeed in the mortgage industry? Brokers who are “All In” with United Wholesale Mortgage know better than anyone and want to share their knowledge with you in a new podcast called Good. Better. Broker., your go-to source for expert advice from the best in the industry.

How Processors Can Position Themselves as Indispensable Resources for Mortgage Brokers

Processors play an integral role in getting a loan closed - but they are capable of so much more. How can processors set themselves and their mortgage broker partners up for success and help earn repeat business? Listen to episode #37 of Good. Better. Broker as we talk with the co-founders of a processing company who are looking to rewrite the playbook for processors across the industry.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to perfect your processing skills.

In this episode, we discuss ...

• 1:42 – How Dana views the role of a processor
• 3:44 – Krysti’s best practices as a processor
• 5:11 – Why Dana operates with a mindset that loans are not guaranteed
• 6:36 – Krysti on some common misconceptions involving the role of a processor
• 8:44 – Dana on the most important aspects of a broker-processor relationship
• 10:37 – Krysti on the role processors play in protecting a broker’s reputation
• 12:16 – Why Dana views the loan process as a relay race with the LO and processor
• 13:59 – What Dana hears when she asks a client why they’re looking for a new processor
• 17:12 – Why Dana believes in staying humble and asking questions
• 18:16 – Krysti’s tips for brokers on setting up their processor for success
• 22:21 – Why the front end of the loan process is the LO’s time to shine
• 23:21 – Why answering the phone is so important for processors
• 25:06 – Why Dana and Krysti put an emphasis on high quality over quantity of loans

Resources Mentioned in This Episode:

• Power to Processors

Meet The Guests In This Episode

Dana Lang

As President and co-founder of Pulse Processing, Dana has a variety of experience partnering with independent mortgage brokers and wholesale lenders. Her mission is to assist clients by providing fast and consistent mortgage processing services. Dana has a balanced approach of exceptional client service coupled with extensive knowledge of guidelines and operational competencies. Dana has spent time as a loan officer, account executive and mortgage trainer. Combining all her previous experience in the mortgage industry and her love for streamlining any task while assisting others, Dana had just the right synergy to jump into processing. Along with her business partner, Krysti Loftis, Dana’s goal is to revolutionize the world of contract processing and set a new standard of service for the broker community.

Krysti Loftis

Krysti Loftis is the co-founder and Vice President of Pulse Processing. Her experience in the mortgage industry began in retail origination and transitioned to wholesale in 2017 when she became an account executive. Her dedication to the overall experience when working with a broker made for a natural switch into the world of processing in 2022 when she partnered with Dana Lang. Together, they set off to build a new, more transparent and hands-on approach to providing the best client experience possible, while helping to alleviate processing costs for mortgage brokers across the nation. Currently, their team is licensed in 11 states, with plans to continue growing. Krysti believes the secret sauce to creating happy borrowers boils down to setting proper expectations and keeping an open mind, no matter the situation.