Rob Spellman, Board Member & Advisor to President of Gold Star Mortgage, discusses Management Styles and Originators. Highlights include: constantly evaluate the team; have a repeatable process; 80/20 is real; top LOs should be treated...
Pat Sheehy, President & CEO, Hamilton Home Loans talks about How to Manage an Outside Owner of a Mortgage Co. Highlights include: frequent communication is key; spend time coaching and teaching; setting expectations and being...
Brian Vieaux, President, FinLocker discusses How do you Drive LOs to be Top of Mind in their Marketplace. Highlights include: what is the LO doing to be digitally relevant to the consumer; content must be...
Kevin Crichton, President and COO, EMM Loans LLC talks about Making the Transition from a Large Lender to a Smaller Lender. Highlights include: the challenge of blending cultures; be ahead of the curve—be proactive; listen,...
Brian Simon, President, Lenders One Mortgage Cooperative and Trelix discusses How the Consumers’ Journey has Changed. Highlights include: hire employees not like you; have patience—success does not happen overnight; rise of independent mortgage banker will...
Otway Wallace, SVP, Director of Mortgage Sales, Southern Division at South State Bank discusses the Future of Video Selling in Origination. Highlights include: slow down and be patient; be relevant; all stewards in business; personal...
Stacy Blair, Regional Manager Consumer Direct, NewRez talks about Helping Order Takers Become Value Sellers. Highlights include: stride for respect; stay humble; treat employees like family; give consumers multiple options and focus on conversion rate....
Danny Deaton, EVP, Head of National Production, Highland Residential talks about Helping Experienced Originators Adapt a New Way of Selling. Highlights include: knowledge is power in serving customers; servant leadership; net promoter scores matter; selling...
Joe Camerieri, the EVP for Client Account Management at Mortgage Cadence/Accenture, talks about what is the new normal in selling. Highlights include: Management transparency; Know the rules; Resist hiring people like you; Future is consumer...
Susan Brown, SVP, Construction Loan Production Director, Umpqua Bank discusses Holding Employees Accountable. Highlights include: hard stuff in the morning; look for key characteristics; take time to think and plan and the importance of role...