Episode 305: Speed to Need: The Consumer’s Homeownership Journey

29 Sep 2025 • 22 min • EN
22 min
00:00
22:32
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Dave Savage, Chief Growth Officer, TrustEngine & Founder, Mortgage Coach. Highlights include: real competitive edge comes from identifying and addressing consumer needs—even before the consumer is fully aware they have them; success requires delivering data-driven insights directly to LOs in simple, mobile-first formats with scripts and tools to act immediately; top producers differentiate by getting in front of the customer earlier—before they’ve engaged a referral partner; the industry underinvests in financial literacy, waiting until buyers are in their 30s or 40s; and the modern LO must evolve beyond transaction processing to educator and presenter. The future belongs to mortgage professionals who combine data + education + proactive engagement to reach borrowers at their true Speed to Need.

From "Mortgage Manager Playbook"

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