Haven

Haven wishes everyone a happy and safe Fourth of July! We look forward to recharging over the long weekend and hope you all get to enjoy some time with your family and friends.

Happy to have Zach Wills from Haven on the 10th episode of our podcast! Cool business model, a great talk on technical and business things. https://lnkd.in/dd-pEm9r https://lnkd.in/dF4CDJAk

Scaling in startups is about more than just architecture. How does the product scale to new customers, implementations, or use-cases? Here are some quick tips from my experiences: 1. Solidify Your Vision: Establish early (and refine as necessary) a clear vision for how your technology and product differentiate your business. Align with partners and clients to refine your product for the market. Clarify what is turn-key and configurable enhancements versus professional services work to maintain focus on what actually moves the product forward. 2. Focus on Product Scalability: Always ask, "How does this [request, feature, change] scale our product?" Startups often begin with customized services to achieve quick business wins. Design solutions that can be launched quickly and repeatedly, and differentiate between turn-key solutions and custom services. Recognize that customizations which are architecturally scaleable are not equivalent to building a scaleable product. 3. Prioritize Extensibility: Avoid overly tailored solutions for individual clients. Design systems that are easy to adapt for new use cases to prevent complexity and ensure scalability.

Haven is excited to announce that Marni Hirschfield Gomez, CFP® has joined the team as our new Head of Partnerships! With an extensive 20-year background in the financial services industry, both in traditional banking and fintechs, Marni brings a wealth of experience to our team. She moved into the fintech space to work with mission-driven organizations that are committed to helping everyone reach their financial potential with better products and financial education. Through building strong partnerships with her clients, Marni has proven herself to be a thoughtful revenue leader and client advocate. She is thrilled to be going back to her credit roots and working at Haven to drive change in the status quo of home ownership. We couldn't be more thrilled to have Marni on board with us! Join us in welcoming her! #MortgageTech #Leadership #Fintech #Innovation

Having the right product is just one-third of the battle. I've witnessed lead to fund ratios for these products leap from under 1% to over 5% through Haven distribution channels and frictionless applications—long forms are a no-go. Distribution isn't just about reaching out; it's about being in the right place at the right time with the right product. Our engagement platform at Haven excels at this, maximizing our interactions by ensuring they are timely and relevant for the borrower. Data Utilization isn't just about pre-filling a form with 3rd party data pulls. We routinely generate first-party data from the borrower and automatically syncing it to your LOS once the borrower is ready to become a lead. This ensures a seamless experience for the borrower and maximizes efficiency for the loan officer. The true winners in this market will be those with effective distribution channels and technologically enhanced products.

We are proud to congratulate Jonathan Chao, our Co-founder and Chief Product Officer, on winning HousingWire’s 2024 Rising Stars award! This award highlights leaders who have gone above and beyond in the mortgage, real estate, and fintech industries through their professional achievements within their organizations, contributions to the overall housing economy, community outreach, client impact, and personal success. Under Jonathan's leadership, Haven has been able to take advantage of opportunities and achieve breakthroughs. By instilling its core values of partnership, creativity, leadership, and growth, Haven has and continues to succeed in solving the difficult problem of homeowner engagement in the mortgage industry. As Haven’s CPO, he is currently focusing on reconnecting servicing back into lending to evaporate the pain of servicing transfers and create the foundation that unlocks homeowners to have a single login for all of their needs. Congratulations to all the Rising Star winners. Read more about the award and the other industry leaders here: https://lnkd.in/gbNdPMnV #housingwire #technology #mortgage #financing

We Just Demoed at #MBAServicing24! Thank you for a great time at today's Tech Showcase at the Mortgage Bankers Association Servicing Solutions Conference & Expo hosted by The Basis Point®, and Julian Hebron. Congrats to Zach Wills for leading a demonstration of our Haven Engage platform that empowers servicers with a plug ’n play tool kit that drives transformative results. We're honored to be among a stellar group of technical demos focused on elevating servicing to the next level Willow Servicing, BaseCap Analytics Inc., Visionet Systems Inc., DocVu.AI , Optimal Blue

📣 I am excited to announce that I will be discussing mortgage servicing technology at the KBW Fintech & Payments Conference in NYC from Feb 27-29. Come join me and other experts to learn about the latest trends and advancements in this space. #kbwfintechpayments

We're honored to receive the 2024 Tech100 Mortgage Award! Congratulations to all the other winners!

We are excited to announce that Haven has been awarded the HousingWire Tech100 Mortgage Award for the second year in a row! 🏆 This award celebrates our company's groundbreaking work and inventive approach in crafting a captivating, personalized homeowner experience that leaves borrowers coming back again and again. 🏡 ✨ Our customizable dashboard connects homeowners with their financial goals, simplifies finances through enriching content, and unveils win-win solutions via an embedded marketplace tailored to borrowers' objectives. We are immensely proud of our team for all the work they do! Read more about what Haven is doing here: https://lnkd.in/gWr_WADf #HousingWire #Tech100 #Mortgage #FinTech