Episode 248: Embracing CRA to Increase Production

Greg Schatz, Director of National Sales, Allied Mortgage Group.  Highlights include:  target sales strategies for different generation; Gen Z is the first digital generation; leadership matters in CRA; state auditors

Episode 247:  Social Media for Loan Originators

Tim Pascarella, President, Ross Mortgage.  Highlights include:  don’t over think it; start with emotion; how to overcome video fear; check ego for video and ask for followers.  Tim has been

Episode 246:  Key Marketing KPIs for 2024

John Seroka, President, Seroka Brand Development.  Highlights include:  need both quantitative and qualitative metrics; lead quality matters; corporate personality; social sentiment is key and must test for success.  With a

Episode 245:  Expanding Your Origination Business throughout the State

Stephen Moye, Sales Manager/Sr. Loan Officer, New American Funding.  Highlights include:  two for one selling strategies; who controls lead wins; what others can’t do; Plus 1–learn a niche and develop

Episode 244:  Top Three Strategies to Get More Referrals

Michael Seminari, Director of Customer Experience at STRATMOR Group.  Highlights include: takes more to have customers “love” you; what drives repeat business referrals; pulse point interactions; asking “unmasked” questions and

Episode 243:  Successfully Going from Non-Delegated to Delegated

George Ballew, SVP, UVA Credit Union.  Highlights include:  Non-Delegated–limited by investor’s risk level and Delegated—your control is greater; “own the loan”; retaining top producers is a challenge and view your

Episode 242:  What Metrics should Senior Sales Leaders use Today?

Jay Promisco, Chief Production Officer, Sierra Pacific Mortgage.  Highlights include: making a shift to managing costs; review data daily; act on data; review vendor stack and the importance of sales

Episode 241:  Solution-Orientated Loan Officer

Connor Bartley is a Senior Recruiter at loanDepot.  Highlights include:  walking into the unknown; handshakes to hugs; goals and dreams; get unstuck and “fill your cup”.  Connor has been in

Episode 240: Value-Based Selling: What is Means Today

Nestor Villanueva, AVP of Mortgage Lending at Northwest Federal CU. Highlights include:  accepting changed market conditions; building relationships is key; value equation; tangible & intangible values and take action and