Ben Green, SVP, Strategic Growth at Synergy One Lending talks about Starting a Recruiting Group within a Mortgage Company. Highlights include: recruiter should have mortgage experience; three tests for candidates; mutual fit top match requirement;...
Kim Dybvad, Market Manager for PrimeLending discusses Building a High Performance Team in a Remote Selling World. Highlights include: try to listen and not give a solution; resiliency; set aside one-hour a day for learning;...
Scott Bristol, EVP Retail, RoundPoint Mortgage, discusses Moving Originators from Refinance to Purchase Money. Highlights include: right sizing with ops; step into conflict vs avoid conflict; use tools that differentiate; purchase money is a long...
Tom Finnegan, Principal, Stratmor Group talks about Adjusting Capacity in a Changing Marketplace. Highlights include: revenue story; work from home success; people vs technology; opt-in using technology and execution as a differentiator. Tom has over...
Nick Pabarcus, the EVP of Stearns Lending and Board Member of CA Mortgage Bankers Association, talks about executing your business plan and sticking with it. Highlights include: Develop a detailed plan with controllable factors;...
Eric Declercq, President of Weichert Financial Services, discusses Originating Remotely in a Pandemic. Highlights include: stabilize the environment; provide social media strategy; conduct prospecting Zoom calls; video concepts; prospect for inventory and remain positive and...
Dan Holtz, Co-CEO and Co-Founder of Sovereign Lending Group talks about Rookie Programs: What Works and What Doesn’t. Highlights include: Good people are available today; Rookie Program details including the interview process, specific hurdles employees...
Deb Jones, SVP Director of Capital Markets, at Citizens Bank talks about Explaining Loan Pricing to Originators. Highlights include: transparent pricing policies; two types of loan officers; transactional business; market commentary and stop resisting and...
Tammy Butler, CEO, Fair Lending Diversity and Publisher of Mortgage Currentcy discusses Wisdom from a Mortgage Banking Serial Entrepreneur. Highlights include: how to achieve results differently; people are different; managers as recruiters; crowdsource information and...
Jennifer Whip, Principal, Cambridge One talks about the Lessons Learned in having a Corporate Career vs. Owning your Own Business. Highlights include: delegating is key; people will rise to the occasion; remove mundane tasks; client...