Exec on the central role of tech in a positive mortgage experience

Tech should be used to make everybody's lives easier, says co-founder

Exec on the central role of tech in a positive mortgage experience

For Jason Henneberry, co-founder and chief operating officer of Tango Financial, digital platforms and other similar innovations play a key role in fostering the best possible experience for every party involved in a transaction.

“We’re particularly interested in technologies that are going to move the needle in areas that our agents have expressed are important to them,” Henneberry told Canadian Mortgage Professional.

“Things like generating more business, engaging existing clients, staying top of mind with partners, referral sources… We don’t pretend to be all things to all people.”

The importance of integrating these solutions into the mortgage process should not be understated: The 2021 ICE Mortgage Technology Borrower and Lender Insights survey found that 90% of mortgage professionals believe that digital technologies are a must for a positive customer experience, while 74% would like to rely on advanced tech to simplify the mortgage process.

“Technology should be used to augment your business and make life easier,” Henneberry added, stressing that the integration of these innovations into one’s workflow should be an organic, not a top-down, process.

“Start small – make incremental changes,” and then build from that, he said. “Just do one thing at a time.”

“[Mortgage professionals] don’t want to be forced to use any specific piece of technology. They really want to be able to have freedom and flexibility when it comes to choosing the technology that’s going to suit them best and help them achieve their overall business objectives.”

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