Episode 231: Making Sales Investments

Stephanie McGuire, SVP of Lending at AmeriCU. Highlights include: right staff is key; test and verify; investment in your people makes the biggest difference; having partners who align is critical and


Episode 230:  Getting Out of Your Comfort Zone

Andrew Clarkson CMB, VP National Mortgage Production at UnitedFedCU, talks about Getting Out of Your Comfort Zone.  Highlights include:  WINS-what is important now; key is time blocking; “Hunters” market; get


Episode 229:  Helping Realtors Do More Business

Marty Garrity, President of Coast One Mortgage LLC, talks about Helping Realtors Do More Business.  Highlights include:  vision and activities matter; don’t ignore top producers; importance of performance management and


Episode 228:  Developing a Successful Sales Process

Adam Neft, Sales Manager at Go Mortgage discusses Developing a Successful Sales Process.  Highlights include:  keeping team motivated; reputation matters today; repeatable process is key; sales sequence is organized and


Episode 227:  Getting LOs to go Digital

David Ocasio Ross, AVP Mortgage Sales at AmeriCU talks about Getting LOs to go Digital.  Highlights include:  start small; why resist: why not try; videos work when I don’t and


Episode 226:  Developing the Next Generation of Leadership Skills

Brian Morley, SVP and Director of Sales and Marketing at Fulton Mortgage discusses Developing the Next Generation of Leadership Skills.  Highlights include:  servant leadership; creating value today; opportunistic market; “herding


Episode 225:  Succeeding in a New World of Mortgage Finance

Jess Lederman, Editor, The Mortgage Professional’s Handbook: Succeeding in a New World of Mortgage Finance talks about his recent book.  Highlights include: near term opportunity is irresistible; volatility commandos; alternative strategies;


Episode 224:  Is Your Current Business Model Sustainable?

Jim Deitch CPA,CMB, Co-Founder and CEO of Teraverde discusses Is Your Current Business Model Sustainable?  Highlights include:  robust purchase money opportunity; sustainability is operating profitability in good and bad markets;


Episode 223:  Using Facebook to Generate a LO’s Personal Brand

Pat interviews Marlene Schwoyer, EVP/Regional Sales Manager at Fulton Mortgage Co. on Using Facebook to Generate a LO’s Personal Brand.  Highlights include:  always take the high road with business partners and consumers;