Matt Flores is driving CV3 Financial Services’ digital transformation through a blend of strategic vision and practical execution. As executive vice president of digital innovation, Flores has unified the company’s loan origination, pricing, customer relationship management (CRM) and point-of-sale systems while embedding AI automation across operations. His initiatives have reduced rate-sheet creation times from hours to minutes and introduced automated “stare and compare” analysis to identify workflow inefficiencies. Flores also collaborates closely with technology partners like Finicity, LendingWise and Mortgage Cadence to enhance connectivity and advance the capabilities of private lending technology.
Beyond internal efficiency, he prioritizes client enablement—building a white-labeled wholesale platform that allows broker partners to manage their clients under custom branding and preparing to launch Wholesale+, a solution for large partners seeking to act as lenders. Flores maintains hands-on involvement with clients, often conducting live demos and consultations to improve adoption and performance. His commitment to data integration, team empowerment and customer success has produced faster closings, cleaner pipelines and a culture of innovation that extends across the organization. Flores exemplifies how digital leadership can elevate both operational excellence and client experience in private lending.
Name:
Matt Flores
Title:
Executive Vice President, Digital Innovation
Company Name:
CV3 Financial Services
