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