Chuck Sanders, CEO and Founder at Diverse Mortgage Services. Highlights include: restore the personal touch; minority markets untapped; grass roots…Listen Now
Rick Roque, VP, Growth at NFM Lending. Highlights include: expansion and discipline; small pool of recruitable LOs; automation and lower…Listen Now
Scott Moriarty, Principle Partner, Mountain View Advisors. Highlights include: proactive technology change management is essential; need to leverage existing systems…Listen Now
Eric Mitchell, Author and Chief Revenue Officer, Client Direct Mortgage. Highlights include: five key drivers of the 1% in sales;…Listen Now
Erica Acie, Head of Originations, Truist. Highlights include: prioritizing the client experience as a foundational KPI; become valued financial advisors;…Listen Now
Ruth Stephenson, Area Manager, Guild Mortgage. Highlights include: “power hour” approach emphasizing peer accountability; fostering confidence to overcome call reluctance; quantitative…Listen Now
Jen Poniatowski, Consultant, Center for Practical Management. Highlights include: tailored goal-setting improves performance; activity goals are key to success; training…Listen Now
Chris Blevins, National Sales Director. Highlights include: difficulty of managing remotely; less is more; start with center of influence; fund…Listen Now
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