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
eClose Results: How Assurance Succeeds with Digital Closings
Featuring Assurance Financial Director of Operations, Scott Alexander
As Briana Ings, VP of Product at Snapdocs, kicked off the TMConnect webinar, Scott discussed how Assurance Financial’s partnership with Snapdocs on eClose technology has enabled them to optimize their operations. A huge stack of documents has turned into a couple of pages for their funders. They are not losing deals by physically shipping paperwork, and they are able to consolidate conversations from multiple vendors into one place.
Total Expert Accelerate 2021
Featuring Assurance Financial Cheif Digital Officer, Katherine Campbell
CDO Katherine Campbell joined Total Expert’s Chief Product Officer Matt Tippets on the “Game Changers Panel” at Accelerate 2021. Accelerate, organized by Total Expert, is a global customer conference that brings Total Expert, partners, and technology alliances together for two days of innovation, learning, and networking. This panel consisted of Total Expert customers who have driven impressive results for their organizations. These trailblazers shared the secrets of their success.
Read more about their conversation and relive the whole day here.
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