Jon Overfelt, Director of Sales/Owner at American Security Mortgage Corp. Highlights include: preapprovals have ramped up costs; most tech helps consumers; slow second—fast first; leveraging time and don’t buy if can’t implement. Jon has been in...
Jeff Scheuren, EVP, President and COO at Fulton Mortgage Co. Highlights include: key factors that drive pricing; start with cost to originate; understanding market rate movement; what is a good proxy and be a true...
Jeff Scheuren, President and COO of Fulton Mortgage Co. discusses Growth in a Down Market. Highlights include: emphasis on referral sources and construction perm; focus on Realtor relationships and partnering; loan officers’ sales plan and upselling skills...
Teresa Bazemore, President & CEO of the Federal Home Loan Bank of SF discusses Trends in Affordable Housing. Highlights include: housing supply issue; downpayment assistance programs; financial literacy; new pilot programs and old evaluations are...
Marcia Griffin, CEO/Founder of HomeFree-USA talks about the Trends in the Affordable Housing Marketplace. Highlights include: partnerships will drive diverse lending; consumers need a Mortgage Achievement Plan; fear of the credit report; pilot programs are...
Tim Ross, CEO of Ross Mortgage, talks about Managing Successfully for the Long-term. Highlights include: building a fortress balance sheet; the importance of cash; develop a 5-year plan; reduce the friction in the process and...
Justin Demola, President of Lenders One discusses Emerging Trends in 2022 and the Future Outlook. Highlights include: be aware of where you are in the mortgage cycle; the importance of pivoting fast; more efficiency is...
Kurt Reisig, Chairman & Founder, American Pacific Mortgage discusses the Top 3 Emerging Trends for 2022. Highlights include: the importance of pivoting during different market conditions; first customer is branch manager; it is always about the people,...
AJ Franchi, President & COO, Gold Star Mortgage Financial, talks about Reputation Management: How to Ensure a Positive Reputation in 2022. Highlights include: building relationships with investors; focus on customer experience; pick a platform to...
S.A. Ibrahim, retired CEO at Radian and GreenPoint Mortgage, talks about the Future of Consumer Lending: 10 Years from Now. Highlights include: the importance of embracing change internally and externally; greater control by consumer is...