Episode 260:  Fixing the Broken Sales Model: Practical Tips for Investing and Using Technology

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

Episode 259: Steps to Pricing a Mortgage Loan

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


Episode 218:  Growth in a Down Market

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’


Episode 217:  Trends in Affordable Housing

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


Episode 215:  Trends in the Affordable Housing Marketplace

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

Episode 207:  Managing Successfully for the Long-term

Tim Ross, CEO of Ross Mortgage, talks about Managing Successfully for the Long-term. Highlights include: building a fortress balance sheet; the importance of cash; develop a 5-year plan; reduce the

Episode 181: Emerging Trends in 2022 and the Future Outlook

Justin Demola, President of Lenders One discusses Emerging Trends in 2022 and the Future Outlook.  Highlights include:  be aware of where you are in the mortgage cycle; the importance of

Episode 171: Top 3 Emerging Trends for 2022

Kurt Reisig, Chairman & Founder, American Pacific Mortgage discusses the Top 3 Emerging Trends for 2022. Highlights include: the importance of pivoting during different market conditions; first customer is branch manager; it

Episode 170: Reputation Management: How to Ensure a Positive Reputation in 2022

AJ Franchi, President & COO, Gold Star Mortgage Financial, talks about Reputation Management: How to Ensure a Positive Reputation in 2022.  Highlights include:  building relationships with investors; focus on customer