In the latest episode of the Fintech Hunting Podcast, host Michael Hammond reconnects with Dan Bailey, SVP of WFG Enterprise Solutions, for a candid discussion about what’s truly shaping the future of mortgage lending.
Together, they unpack how technology, automation, and AI are transforming the lending landscape—while underscoring why the borrower experience must remain at the heart of every innovation.
Key takeaways include:
- Customer Experience First – Why borrower experience is more than a buzzword, and how WFG measures success with world-class Net Promoter Scores®.
- Smarter Connections – How Volly’s CRM helps loan officers stay engaged, compliant, and top-of-mind throughout the borrower journey.
- Tech with Purpose – How WFG is compressing title timelines, streamlining post-close workflows, and preparing for the next market cycle with AI and automation.
- The Human Factor – Why speed alone isn’t enough—relationships, trust, and responsiveness remain the foundation of success.
- Customer-Centered Innovation – What real progress in valuation, title, and closing looks like when it’s designed with borrowers in mind.
As Bailey emphasizes, “You can automate the process, but you can’t automate the relationship.”
This episode is a must-listen for lending leaders, fintech innovators, and mortgage professionals seeking to balance technology with trust.
