Katherine Campbell spent 20 years in the financial services industry in San Francisco, helping to evolve numerous companies and products into a digital revolution. For the last two years, Campbell has worked to select, implement and adopt more than 14 technologies for an end-to-end digital mortgage solution including an MOS, POS, and COS, collaborative operating system for BI data across all tools. Personifying the digital platform with “Abby,” users will soon be able to “Ask Abby” with their adoption of artificial intelligence in 2020. As the chief digital officer at Assurance Financial, Campbell runs the new consumer direct division, marketing and IT, which complement each other in several areas including lead generation, communication and technical integrations. Campbell quickley recognized the growing adoption of an online mortgage in the consumer market. Forging ahead under these notions, she was one of the first in the country to establish a two-way integration between systems in order to avoid clients having to deal with multiple technologies. This allowed marketing automation opportunities for excellent communication. Additionally, she also worked to develop a single-sign-on experience so users only felt they were doing business with a single company, Assurance Financial. The company stated that it firmly believes it is Campbell’s expertise that enabled a seamless journey for both the borrower and the internal sales and operations teams.
Category: Press
Sales Boomerang Case Study:
Assurance Financial Strikes Gold In Its Own
Borrower Database With Sales Boomerang
As the Chief Digital Officer at Assurance Financial, Katherine Campbell is always on the hunt for integration tools that can help Assurance meet specific goals such as improving borrower retention, increasing per-loan officer (LO) production and reducing the cost of customer acquisition. With Sales Boomerang they’ve seen results like:
- $500MM in funded loans from alerts in 2020
- 25% of year-to-date business to utilizing Sales Boomerang
XINNIX Executive Interviews featuring Kenny Hodges,
Assurance Financial Founder, President & CEO
April 15, 2021
XINNIX Founder & CEO, Casey Cunningham, speaks with Kenny Hodges, Assurance Financial Founder, President & CEO, to share the lessons they’ve learned and best practices they’ve put into place over the last 15 months and how they’re preparing to shift to a purchase market on an episode of Inside the Mortgage Mind.
Snapdocs Presents:
Ask Me Anything About Digital Closings
Hear from two lenders who have successfully rolled out digital closings across their entire organization. In this hour-long Q&A, Assurance Financial and Allied Mortgage Group share their experience with implementing digital closings, getting set up for eNotes, and the results they’ve seen so far.
What you’ll learn
- The challenges that lenders face with adopting eNotes
- The pros and cons of digital closings
- How lenders can navigate state and county level acceptance of digital closings
- How implementing eClosing technology impacts a lender’s workflow
- How to tell if a remote online notary technology is approved for use
2020 HousingWire Tech Trendsetter
Assurance Financial, Chief Digital Officer
TMConnect’s Podcast “Last Week in Mortgage Today” featuring Assurance Financial CDO, Katherine Campbell
September 1, 2020
Rich Swerbinsky and Katherine Campbell from Assurance Financial discuss the delay of the FHFA 50 bps fee, recent home sale trends, the cultural and cybersecurity challenges of working from home, and how lenders are managing emerging tech initiatives during insanely busy times.
Assurance Financial, Freddie Mac, and Falcon Capital Advisors discuss the effects of COVID-19 and how lenders can start going digital
How did three industry experts shift their business to come out on top? Katherine Campbell, Assurance Financial CDO, discusses success during a challenging year in Snapdocs’ web series “Modern Lender Office Hours”.