Episode 154: What Works in Digital Strategy for Banks in 2021
Deborah Whiteside, SVP Endorsed Solutions/President ABA Community Banks Mortgage LLC, discusses What Works in Digital Strategy for Banks in 2021. Highlights include: digital strategy starts with vision; know your processes;
Episode 153: Getting LOs to use Digital Technology
Corey Shelton, SVP Marketing, Atlantic Coast Mortgage talks about Getting LOs to Use Digital Technology. Highlights include: understand vision–lead employees; adapt or die; scenario-based training; grow vs change; and overall
Episode 152: Starting a Recruiting Group within a Mortgage Company
Ben Green, SVP, Strategic Growth at Synergy One Lending talks about Starting a Recruiting Group within a Mortgage Company. Highlights include: recruiter should have mortgage experience; three tests for candidates;
Episode 151: Building a High Performance Team in a Remote Selling World
Kim Dybvad, Market Manager for PrimeLending discusses Building a High Performance Team in a Remote Selling World. Highlights include: try to listen and not give a solution; resiliency; set aside
Episode 150: Moving Originators from Refinance to Purchase Money
Scott Bristol, EVP Retail, RoundPoint Mortgage, discusses Moving Originators from Refinance to Purchase Money. Highlights include: right sizing with ops; step into conflict vs avoid conflict; use tools that differentiate;
Episode 149: Adjusting Capacity in a Changing Marketplace
Tom Finnegan, Principal, Stratmor Group talks about Adjusting Capacity in a Changing Marketplace. Highlights include: revenue story; work from home success; people vs technology; opt-in using technology and execution as
Episode 148: Executing Your Business Plan And Sticking With It With Nick Pabarcus
Nick Pabarcus, the EVP of Stearns Lending and Board Member of CA Mortgage Bankers Association, talks about executing your business plan and sticking with it. Highlights include: Develop a
Episode 147: Originating Remotely in a Pandemic
Eric Declercq, President of Weichert Financial Services, discusses Originating Remotely in a Pandemic. Highlights include: stabilize the environment; provide social media strategy; conduct prospecting Zoom calls; video concepts; prospect for
Episode 146: Rookie Program: What Works & What Doesn’t
Dan Holtz, Co-CEO and Co-Founder of Sovereign Lending Group talks about Rookie Programs: What Works and What Doesn’t. Highlights include: Good people are available today; Rookie Program details including the