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 and Big World Theory. Tom is...
Terry Lancaster is author of How to Sell More Cars. One of Terry’s key points is that social media is not an advertising platform but it is actually a communication and connectivity platform like the telephone. ...
I interviewed author, Erica Acie who has written a great book, We Got This!, A Guide to Securing Your Greatest Future. Erica has had a long career in financial services and is currently Head of Fulfillment &...
Jessica Wright, Advisor for the Future Housing Leaders program at Fannie Mae discusses the program. Highlights include: Developing new partnerships with housing finance, real estate, non-profit entities, and colleges and universities to help close the workforce diversity...
David Stein, Partner at Taft, Stettinius & Hollister discusses the Trident Mortgage Settlement Case. Highlights include: proactive steps a lender can take; evaluate office locations; affirmative employee work force; affirmative advertising and conduct fair lending...
Lyubomira Buresch CMB, Founder & CEO, Polygon Research talks about Using Data to Increase Minority Applications. Highlights include: using data to provide market insights for better decision-making; HMDA – American Community Survey; corporate culture matters...
John Roberts, Co-Founder & Chief Executive Officer, Edge Tradeworks discusses Whole Loan Trading: How it Can Help in Difficult Markets. Highlights include: selling to agencies can be expensive and whole loan trading can be a...