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Jake Fowler

After the Curve: Automation and Digital Tools are here to stay

Recorded On: 06/04/2020



Joe Dahleen, SVP of Strategy and Sales, FirstClose
Sara Nakae, Director of Marketing and Enterprise Sales, FirstClose
Landon Smith, Executive Vice President, Client Strategy & Business Development, The Closing Exchange


A significant percentage of mortgage transaction costs originate from order management activities. Key strategies and solutions are presented to mitigate and/or reduce this cost.

As lenders continue to ramp up, it is key to have the right digital tools to continue to provide uninterrupted service to borrowers.

Leveraging new fintech tools and technology enable lenders to make smart decisions and eliminate costly touchpoints in the origination process.

Utilizing new technology creates a less labor-intensive workflow allowing lenders to benefit immediately. Enjoy creating a simpler, quicker, and more borrower-friendly environment while decreasing your turn times.

Digital tools are changing the origination process and automation is here to stay. Lenders are quickly making the switch from the old manual processes after recently being hit with county closures and social distancing measures that suddenly halted business workflow. Having access to the essential digital tools is crucial for continuing to support borrowers and gaining an advantage post-COVID-19.

FirstClose's digital tools that seamlessly integrate within any current tech stack, provide an end-to-end solution for every aspect and stage of the origination process.


  1. Solutions for lenders pain points.
  2. Solutions/tools for lenders moving forward.
  3. Planning and help with origination processes moving forward.


  1. Develop an effective strategy for the loan origination process by leveraging new fintech tools and technology. 
  2. Learn how digital solutions create a simpler, less-intensive workflow enabling lenders to decrease turn times.  
  3. Discover why going digital and automating the origination process is crucial to continuing to serve borrowers. 

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Joe Dahleen

SVP of Strategy and Sales, FirstClose

Joe is a 25-year veteran of the mortgage industry who specializes in executive management, FinTech and strategic marketing. He is known for being a strong advocate of technology and an expert in leveraging the latest tech stack and automation to ensure the success of his endeavors.

Mr. Dahleen has developed his skills in every aspect of modern strategic business management, including sales, software and project management, business process analysis, system design and system implementation. In regard to the mortgage lending space, he has strong in-depth knowledge of secondary marketing, loan production, and quality control procedures, including automated origination and compliance, e-signatures and e-vendor management, pre-emptive quality control and post-closing secondary fulfillment. He also has experience in appraisal management portals, digital vaulting and private label, cloud-based business models. He is uniquely qualified to lead financial services companies in efforts to radically revamp their business strategies.

Sara Nakae

Director of Marketing and Enterprise Sales, FirstClose

Sara has over 15 years of experience in FinTech serving the financial services sector in realtor and agency marketing for banks and credit unions, and extensive experience in the mortgage industry working with banks, credit unions and mortgage companies to deliver award winning technology solutions and services. She has been a keynote presenter at leading industry events and conferences discussing FinTech and its impact on lenders businesses. Recently named one of 2019's Most Powerful Women in FinTech and Marketing Trailblazer, Sara has deep industry knowledge in the financial digital space. Sara is responsible for marketing execution, driving sales strategy and enterprise sales relationships.

Landon Smith

Executive Vice President, Client Strategy & Business Development, The Closing Exchange

An accomplished business executive with over 25-years experience in the lender services & title industry; all aspects of the life cycle of the loan; Origination, Servicing, Default, and Lender Relations. Senior level executive management experience, including corporate board exposure. 

Specific executive and strategic leadership experience creating B2B operations, P&L & strategic business development. Possess strong skill-sets in effectively building/managing high performing sales teams, directing product/sales growth strategy, revenue management, executive client relations and developing new lines of business to operational maturity and profitability.


06/04/2020 at 2:00 PM (EDT)  |  Recorded On: 06/04/2020
06/04/2020 at 2:00 PM (EDT)  |  Recorded On: 06/04/2020