Taylor Stork, the COO at Developer’s Mortgage Company discusses the best practices for managers in delegating to their staff. Highlights include: Assigning responsibilities with authority and ownership; Work flow and human capital issues; Coach...
Daniela Bigalli, SVP, Sales and Marketing at Homestead Funding Corp. talks about Lead Generation for Consumer Direct. Highlights include: review asset allocation; try smaller testing pilots; the importance of being in front of client first;...
Cindy Tomcak, Consultant/Coach at Make Every Conversation Count, talks about Managing Culture in a Remote Working World. Highlights include: personal development: how to develop me as a person; be able to pivot; how to manage...
Nicholas Rutherford, SVP Atlantic Coast Mortgage, discusses Starting a Consumer Direct Business from Scratch. Highlights include: determine the right strategy; allow time to set up CD business; 1st call matters; be authentic—no scripts and communicate...
Deborah Whiteside, SVP Endorsed Solutions/President ABA Community Banks Mortgage LLC, discusses What Works in Digital Strategy for Banks in 2021. Highlights include: digital strategy starts with vision; know your processes; the importance of communicating the...
Corey Shelton, SVP Marketing, Atlantic Coast Mortgage talks about Getting LOs to Use Digital Technology. Highlights include: understand vision–lead employees; adapt or die; scenario-based training; grow vs change; and overall brand & experience in scale....
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...