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. 

Jay Promisco, President, Sierra Pacific Mortgage.  Highlights include:  “Amazon Impact”; right now and cheap; slowing down the start; track for success and protect your book.  Jay is a mortgage veteran

Brian Weis, Consultant/Coach, Brian R. Weis Consulting.  Highlights include:  hiring wrong people who don’t fit; ignoring current people; lack of support/coaching; lack of manager interface and do it your self-development.

Stewart Vickers, Author.  Highlights include:  first 10 seconds are key; cheat code; importance of an email list; YouTube analytics and YouTube sales funnel. Stewart shares his proven framework for YouTube

David Upbin, VP, MBA Education at MBA.  Highlights include:  ROI of Training; Training Investment = Better Retention; Executive coaching; Joining committees and College programs. David is the leader of the

Tom Finnegan, Principal and Author, STRATMOR Group.  Highlights include:  decline of bank mortgage share; risk and return of mortgage lending; needs-based discovery at branch; mortgage as a set of skills

Mike Seminari, Director of Customer Experience, STRATMOR Group.  Highlights include:  why you are not getting referrals; “liking” and testimonials are not enough; delighting is delivering the unexpected; 7 keys to

Suha Zehl CMB, Founder/Managing Director at Z Technology Solutions.  Highlights include:  implementing AI and fear problem; knowing what you don’t know; customer for life experience and emotional connection; “shiny new