Scott Moriarty, Principle Partner, Mountain View Advisors.  Highlights include: proactive technology change management is essential; need to leverage existing systems effectively; focus on data-driven decision-making; leadership empowerment and employee dedicated

Eric Mitchell, Author and Chief Revenue Officer, Client Direct Mortgage.  Highlights include:  five key drivers of the 1% in sales; your personal profound experience; true mentorship; restructuring of sales roles

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.