Kurt Blumthal, VP and Senior Mortgage Banker at Ameris Bank talks about Improv and Selling!. Highlights include: cyclical amnesia; buyers uncertainty; “love this house but”; back to basics and Yes And. Kurt has been a...
Adal Bisharat, CEO of GoalKloud discusses Digital Transformation in Coaching. Adal talks about goal management technology for the mortgage industry. Highlights include: sales is a formula with critical steps; peer accountability; scoreboard and gamification and...
Jeff Scheuren, President and COO of Fulton Mortgage Co. discusses Growth in a Down Market. Highlights include: emphasis on referral sources and construction perm; focus on Realtor relationships and partnering; loan officers’ sales plan and upselling skills...
Teresa Bazemore, President & CEO of the Federal Home Loan Bank of SF discusses Trends in Affordable Housing. Highlights include: housing supply issue; downpayment assistance programs; financial literacy; new pilot programs and old evaluations are...
Ellie Fogle, Sr. VP and Divisional Sales Manager at Truist talks about How Leadership has Changed over the Last Decade. Highlights include: lead to inspire action; action trumps everything; pivot to positive; sharp shifts to...
Marcia Griffin, CEO/Founder of HomeFree-USA talks about the Trends in the Affordable Housing Marketplace. Highlights include: partnerships will drive diverse lending; consumers need a Mortgage Achievement Plan; fear of the credit report; pilot programs are...
Brent Green, Mortgage Sales Manager-Residential Construction Lending, at Lake Michigan Credit Union talks about Construction Perm Lending: How to do it the Right Way. Highlights include: Ins and outs of builder business; quality of back...
I interviewed author, Erica Acie who has written a great book, We Got This!, A Guide to Securing Your Greatest Future. Erica has had a long career in financial services and is currently Head of Fulfillment &...
Jeff Walton, CEO and Co-Founder of InGenius discusses Selecting Data Vendors for Recruiting: What Really Matters. Highlights include: importance of Trident Mortgage settlement; digital redlining; accuracy is key to data and survival of the fittest....
Jason Hultgren, SVP and Director of Mortgage Sales at UCB talks about Developing Loan Officers in a Difficult Market. Highlights include: building a high performance team; leaner is better; the importance of listen, learn and...