Connor Bartley, Content Creator and Podcast Host, The LO Down.  Highlights include: build by design, not by default; internal alignment and realism are crucial; prioritize quality over quantity; leverage technology and

Michael Moorhouse, CEO & Founder, Moorhouse Group.  Highlights include: three types of distinct leader groups; sales staff disconnect; failure to recognize “true state”; renting loan officers and retention-proof your staff.  Michael is

Michael Kelleher, Founder, Adopt the Brand and Co-Founder, Easy Mortgage Apps.  Highlights include:  closed-loop digital mortgage model; loan officers must go digital; Zillow’s “Super App” is a game-changer; data-driven prospecting

Kirk Redding, Co-Founder, President, Promise Home Loans. Highlights include: broker model growth; industry challenges; success factors in the broker model; changing realtor perceptions and the need for strong support system.  Kirk

Ralph Armenta, SVP, Incenter Lending Services.  Highlights include:  growth of private label mortgage securities; shifting trends in mortgage banking; opportunities in Residential Transition Loans (RTL); focus on high volume areas

Jeff Schummer, CEO, Financial Independence. Highlights include:  the importance of understanding the business situation; right people and change coalition matter; vision and communication drive change success; trust is essential and

Jeff Schummer, CEO, Financial Independence.  Highlights include:  four managing challenges in 2025; falsehood of training as an expense; need for structured learning process; five key leadership mistakes and culture of

Chuck Sanders, CEO and Founder at Diverse Mortgage Services.  Highlights include:  restore the personal touch; minority markets untapped; grass roots engagement opportunity; technology a competitive edge and “Jaime Dimon’s stand”. 

Rick Roque, VP, Growth at NFM Lending. Highlights include:  expansion and discipline; small pool of recruitable LOs; automation and lower costs; super brokers and specialized call centers.  Rick has experience