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
MMP 148 | Executing Your Business Plan

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