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

Phil Reichers, SVP, National Sales Manager, ServiceLink.  Highlights include: tech stack efficiency; serving your staff; feedback is a gift and…Listen Now

Katherine Gardner, SVP, Open Mortgage Wholesale.  Highlights include:  size doesn’t matter; three C’s; value of repeatable process and don’t sell…Listen Now

Jennifer Fortier,CMB,  Mortgage Banking Consultant.  Highlights include:  importance of a roadmap; falsity of “little tweaks”; problem of work arounds; focus…Listen Now

Jay Promisco, President, Sierra Pacific Mortgage.  Highlights include:  “Amazon Impact”; right now and cheap; slowing down the start; track for…Listen Now