Episode 346: Coaching and Success in Origination

Eric Mitchell, Chief Revenue Officer, NEXA Mortgage.  Key Highlights include:  AI is no longer optional; your CRM is the foundation; coaching accelerates success; implementation beats information; and accountability creates growth.

Episode 345:  Technology Should Be a Multiplier, Not a Fix

Pat interviewed Ryan Todd, Chief Capital Markets Officer, V.I.P. Mortgage.  Key Highlights:  fix the process before buying more technology; measure ROI, not vendor features; root cause analysis comes before automation; and

Episode 344: Build a Book that Stays: Turning One-Time Client into Lifetime Revenue

Brian Koss, Regional Manager, Movement Mortgage. Key Highlights:  80% of borrowers forget their loan officer within 2-3 years; generic drip campaigns are dead; your database is either an annuity or a

Episode 343: Building a Future Mortgage Company

Jay Promisco, CEO, GO Mortgage. Key Highlights: the old mortgage model is dying; AI won’t fix a broken company; the loan officer of the future is an influencer and relationship

Episode 342: Turning Customer Experience into Revenue: Lessons from Secret Shopping

Tom Finnegan, Principal, Stratmor Group. Key highlights: secret shopping reveals the real customer experience; lack of follow-up is a key problem; too many LOs are order takers instead of consultants;

Episode 341: 2026 Trends in Production

Dave Savage, Chief Growth Officer, TrustEngine & Founder, Mortgage Coach. Key Highlights: the game has shifted from transactional to advisory; consistency separates the Top 1%; prospecting wins before Noon; technology

Episode 340: Paradox of the P&L Management

Stephen Moye, Producing Sales Mgr/Sr. Loan Officer, New American Funding.  Key Highlights include: ownership is often given without readiness; production skill does not equal operational leadership; ownership is a trade-off,

Episode 339: Achieving High Productivity in Sales

Jay Crowell, President, National Retail Division, Cornerstone Home Lending.  Key Highlights:  mission over money drives long-term success; the future belongs to human value, not just information; high performers are ruthless

Episode 338: The Why of Money: Change or Become Irrelevant

Eric Mitchell, Chief Revenue Officer, NEXA Mortgage.   Key Highlights include:  change is no longer optional; top talent leaving is the #1 warning sign of a failing organization; learning equals value; the