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;