Pat interviewed Michael Hammond JD,CMT at NexLevel Advisors LLC. Highlights include: out of balance sales teams; failure to manage capacity; leveraging best practices; changing manager compensation models and training as an investment. Michael is a...
Joe Camerieri, Director of Sales, Private Label Origination at Maxwell. Highlights include: what is really different between lenders; creating scale; variable cost model; business or product and loans per month are not efficient. Joe has...
Bill Kroll, Managing Director, The Casey Group. Highlights include: develop a strategy; set agenda and objectives; don’t reinvent the wheel and make sure you get references. Bill retired as EVP from the ABA and has...
Jon Overfelt, Director of Sales/Owner at American Security Mortgage Corp. Highlights include: preapprovals have ramped up costs; most tech helps consumers; slow second—fast first; leveraging time and don’t buy if can’t implement. Jon has been in...
Jeff Scheuren, EVP, President and COO at Fulton Mortgage Co. Highlights include: key factors that drive pricing; start with cost to originate; understanding market rate movement; what is a good proxy and be a true...
Rick Sharga, Founder & CEO, CJ Patrick & Co. Highlights include: future for housing is bright; follow population growth; back office productivity is key; work your database and more consolidation of the inefficient. Rick’s firm...
Brian Koss, Regional Director, Movement Mortgage. Highlights include: dual representation doesn’t work; no part time people; raising value of professionalism and a la carte selection. Brian has been in the mortgage industry for over 35...
Tom Finnegan, Principal at STRATMOR Group. Highlights include: volume and profitability not a relationship; cost per loan now; free agent sales culture; production economics and deeper analysis of sales force. Tom is an experienced mortgage...
S.A. Ibrahim, retired CEO at Radian. Highlights include: winners will be proactive; intermediaries will enter; biggest impact will be AI not NAR settlement and AI in mortgage industry will happen sooner rather than later. S.A. Ibrahim...