Erica Acie, Head of Originations, Truist.  Highlights include:  prioritizing the client experience as a foundational KPI; become valued financial advisors; core competencies for sales success; robust on-boarding process and embracing

Ruth Stephenson, Area Manager, Guild Mortgage. Highlights include:  “power hour” approach emphasizing peer accountability; fostering confidence to overcome call reluctance; quantitative feedback and group discussions and commitment and incentives drive increased

Jen Poniatowski, Consultant, Center for Practical Management.  Highlights include:  tailored goal-setting improves performance; activity goals are key to success; training is crucial and often overlooked; managers need development and cultural

Chris Blevins, National Sales Director.  Highlights include:  difficulty of managing remotely; less is more; start with center of influence; fund the leader and managing the right way.  Chris has been

Phil Reichers, SVP, National Sales Manager, ServiceLink.  Highlights include: tech stack efficiency; serving your staff; feedback is a gift and adding value with each conversation.  Phil is an experienced mortgage

Katherine Gardner, SVP, Open Mortgage Wholesale.  Highlights include:  size doesn’t matter; three C’s; value of repeatable process and don’t sell scared.  Katherine has been in the industry for over 25

Jennifer Fortier,CMB,  Mortgage Banking Consultant.  Highlights include:  importance of a roadmap; falsity of “little tweaks”; problem of work arounds; focus on speed vs hype? and what does success look like. 

Jay Promisco, President, Sierra Pacific Mortgage.  Highlights include:  “Amazon Impact”; right now and cheap; slowing down the start; track for success and protect your book.  Jay is a mortgage veteran

Brian Weis, Consultant/Coach, Brian R. Weis Consulting.  Highlights include:  hiring wrong people who don’t fit; ignoring current people; lack of support/coaching; lack of manager interface and do it your self-development.