Closing the Gap: How Credit Unions Can Build an Integrated Tech Stack to Compete with Fintech-Powered Lenders

In today’s mortgage landscape (as the saying goes) good luck favors the prepared. More and more, fintech-powered lenders are redefining borrower expectations with lightning-fast approvals, intuitive digital experiences, and data-driven decision-making. To think otherwise is to put your credit union and the members it serves behind the proverbial 8-ball with little chance of success.

Credit unions wanting to succeed in this evolving environment require more than just great member service. Today’s competition calls for high energy and a tech-forward strategy that meets members where they are. Fully automated processes designed to deliver top-notch member service are critical to the level of mortgage lending success that will help push credit unions to the front of the lending pack.

Join us for Closing the Gap: How Credit Unions Can Build an Integrated Tech Stack to Compete with Fintech-Powered Lenders, during which our panel of industry insiders will explore how credit unions can leverage modern technology to streamline operations, enhance borrower satisfaction, and maintain their unique, member-focused advantage.

Participants will discover:

The latest data on fintech lenders’ market impact and how they’re reshaping the mortgage industry.
Practical strategies for building a seamless, integrated tech stack tailored to your credit union’s needs.
Actionable insights to deliver a competitive, personalized borrower experience while boosting operational efficiency.
And so much more!

End 2024 on a high note and don’t miss this opportunity to learn how your credit union can close the gap and thrive in a digital-first mortgage market. That will help you set the stage for even greater mortgage lending success in 2025.

By registering for this event, you submit your information to the webinar organizer and sponsor, who will use it to communicate with you regarding this event and their other services.

Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster.

Sponsor Video.

Speakers

Carrie Poliksa

Mortgage Business Operations Analyst, University Federal Credit Union

With over 18 years of experience in the mortgage industry, Carrie Poliksa is
a dynamic professional known for her expertise in operational analysis,
project management, and mortgage lending. Currently serving as Mortgage
Business Operations Analyst at UFCU, Carrie collaborates with leadership
and subject matter experts to streamline processes, evaluate vendor
partnerships, and enhance operational efficiencies.

Carrie’s career includes a progression of impactful roles where she has led
teams, implemented new technologies, and redefined workflows to improve
productivity and member satisfaction. She is particularly adept at gathering
requirements, analyzing business needs, and spearheading initiatives like
the adoption of CRM and POS systems, providing executive leadership with
actionable insights for strategic decision-making.

Recognized for her leadership and problem-solving abilities, Carrie has
consistently improved internal processes, trained teams, and elevated
member experiences. Her deep understanding of mortgage operations,
combined with her commitment to innovation and collaboration, makes her
a valuable voice in the mortgage space.

Jason Mapes

Head of Sales, Floify

With 23 years of experience in the mortgage industry, Jason Mapes is a results-driven sales executive with a deep understanding of the mortgage technology ecosystem. His career includes roles in loan origination, branch management, and sales at top organizations like nCino, Ellie Mae (now ICE Mortgage Technology), Unify, and Lenders One.

Jason brings expert-level knowledge of the point-of-sale (POS) market to his role at Floify, where he leverages his extensive industry relationships and deep expertise to drive growth. He is recognized for his ability to incorporate innovative techniques and systems that enhance loan processes, increase productivity, and boost revenue.

Jason’s extensive background gives him a thorough understanding of the loan cycle and the internal workings of mortgage companies and banks. His proven track record in helping mortgage bankers become more profitable through improved business practices, lead conversions, and client retention makes him a key asset to the Floify team.

At Floify, Jason leads the charge in introducing their cutting-edge Lender and Broker Editions to a broader audience, ensuring that mortgage professionals have the tools they need to succeed in a competitive market.

Carol Burke

Regional Director Enterprise Sales, MMI

Experienced Sales and Account Management Professional
With over 25 years of expertise in sales and account management, nearly 20 of which have been dedicated to the mortgage industry, Carol Burke has a comprehensive understanding of the challenges and opportunities lenders face. Her extensive career includes 10 years at Top of Mind Networks, where she cultivated strong client relationships and delivered impactful solutions, and 7 years at Lenders One, where she supported lenders in optimizing their businesses.

Since joining MMI two years ago, Carol has continued to leverage her deep industry knowledge to drive success and provide exceptional value to her clients. Her dedication to understanding every aspect of a lender’s business makes her a trusted partner in the mortgage space.