On this week’s episode of OmniTalk, Sara Nakae and Joe Dahleen of FirstClose introduce us to their company and their solution, FirstClose ONE, a powerful web app and LOS plugin that is the industry’s first and only home equity and refi tool that offers everything from application to servicing (credit score, valuation, title, tax, flood, closing and recording) on one easy-to-navigate platform.
FirstClose – Founded in 2000 and headquartered in Austin, Texas, FirstClose provides technology solutions to mortgage lenders nationwide and serves as a middleware application that provides access to a host of national and local real estate service providers via the web or through direct integration into various loan origination systems. The FirstClose web app and LOS plugin is the industry’s first and only home equity and refi tool that offers everything from application to servicing (credit score, valuation, title, tax, flood, closing and recording) on one easy-to-navigate platform
Sara Nakae, Director of Marketing | Enterprise Sales, FirstClose – Sara has over 15 years of experience in Fintech serving the financial services sector in realtor and agency marketing for banks and credit unions, and extensive experience in the mortgage industry working with banks, credit unions and mortgage companies to deliver award-winning technology solutions and services. She has been a keynote presenter at leading industry events and conferences discussing Fintech and its impact on lenders businesses. Recently named one of 2019’s Most Powerful Women in Fintech and Marketing Trailblazer, Sara has deep industry knowledge in the financial digital space. Sara is responsible for marketing execution, driving sales strategy, and enterprise sales relationships.
Joe Dahleen, SVP, Strategy and Sales, FirstClose – Joe is a 25-year veteran of the mortgage industry who specializes in executive management, Fintech and strategic marketing. He is known for being a strong advocate of technology and an expert in leveraging the latest tech stack and automation to ensure the success of his endeavors.
Mr. Dahleen has developed his skills in every aspect of modern strategic business management, including sales, software and project management, business process analysis, system design and system implementation. In regard to the mortgage lending space, he has strong in-depth knowledge of secondary marketing, loan production, and quality control procedures, including automated origination and compliance, e-signatures and e-vendor management, pre-emptive quality control and post-closing secondary fulfillment. He also has experience in appraisal management portals, digital vaulting and private label, cloud-based business models. He is uniquely qualified to lead financial services companies in efforts to radically revamp their business strategies.
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