Karen Blakeslee, EVP, East Division Manager at PrimeLending discusses Relationship-based vs Transactional Loan Officers. Highlights include: buying leads vs referral sources; how technology can help; no short cuts to relationship building and using text and...
Eric Burgoon, Chief Lending Officer, Lake Michigan Credit Union talks about Installing a Permanent Hybrid Working Environment. Highlights include: why install hybrid working; how was hybrid working implemented; what were the goals and standards established and...
Jared Maxwell, Consumer Direct Sales Division Leader & VP, Embrace Home Loans discusses Preparing for Lower Volumes in Consumer Direct. Highlights include: emphasize talent selection; follow up is key with consumers; connecting with your purpose;...
Steve Capen, Real Estate Agent and Licensed Mortgage Broker at Keller William Realty talks about Selling to Top Realtors: What works in today’s marketplace. Highlights include: setting expectations correctly; no surprises is key; give great service;...
Paul Gigliotti, COO of Pinnacle Home Loans and CEO & Co-Founder of Axis Lending Academy discusses Increasing Diversity, Equity and Inclusion at your Mortgage Company. Highlights include: diverse workforce generates diverse production; trend is to...
S.A. Ibrahim, retired CEO at Radian and GreenPoint Mortgage, talks about the Future of Consumer Lending: 10 Years from Now. Highlights include: the importance of embracing change internally and externally; greater control by consumer is...
Kevin Neely, East Coast Sales Manager for GoPrime Mortgage, discusses his views on Rethinking Hiring Experienced Originators: Start a Rookie Program. Highlights include: the switch to purchase money; bring “new blood” to industry; processor assistant...
John Marshall, President and CEO of Home ASAP, a Facebook Marketing firm for Realtors interviewed Pat Sherlock on Building a Purchase Business with Realtors. Pat discussed trends in mortgage banking including strategies lenders are doing...
Frank DiMaio, SVP, Director of Sales/Marketing at Univest on Hiring Virtually. Highlights include: importance of involved leadership; targeted approach—look for strategic match; make connections through LI, social media and texts; and holistic recruiting approach. Prior...
Andy Voyles, VP Area Manager at Bank of England Mortgage discusses Finding Relevance for Yourself. Highlights include: embracing a hybrid working model; decision made to move down the corporate ladder; enjoyment of working day to...