How To Build a Mortgage Team Fueled by Purpose and Innovation

In this episode of The Loan Officer Playbook Podcast, we sit down with Todd Feager, Co-Founder at Haven Home Equity, a consumer direct lender specializing in debt and equity strategies for homeowners. Todd shares how his team is using AI and custom-built tech to drive real efficiency and how they’ve created one of the most mission-driven, specialized teams in the business.

Key Takeaways

• Specialization Wins in Consumer Direct
  Haven Home Equity focuses exclusively on homeowners with equity and debt, offering tailored advice that traditional lenders often overlook.

  
  

• AI Won’t Replace People, It Will Empower the Right Ones
  Todd leverages AI tools to boost developer output and operational efficiency, but believes tech should enhance human insight.

  
  

• Build Tech Around Your Workflow, Not the Other Way Around
  By designing internal tools around their team’s real-world needs, Haven has streamlined everything from sales to processing.

• Culture Isn’t an Accident
  From hiring high-caliber talent to building a collaborative, mission-aligned environment, Haven has earned awards for its workplace and results.

  
  

• Financial Advising Over Loan Origination
  Haven Home Equity’s loan officers are trained to act more like advisors, helping clients improve cash flow, restructure debt, and accelerate their financial future.

For more insights from Todd Feager listen to the full episode on The Loan Officer Playbook Podcast!