Tom Finnegan, Principal, Stratmor Group talks about Adjusting Capacity in a Changing Marketplace. Highlights include: revenue story; work from home success; people vs technology; opt-in using technology and execution as a differentiator. Tom has over...
Eric Declercq, President of Weichert Financial Services, discusses Originating Remotely in a Pandemic. Highlights include: stabilize the environment; provide social media strategy; conduct prospecting Zoom calls; video concepts; prospect for inventory and remain positive and...
Rob Spellman, Board Member & Advisor to President of Gold Star Mortgage, discusses Management Styles and Originators. Highlights include: constantly evaluate the team; have a repeatable process; 80/20 is real; top LOs should be treated...
Pat Sheehy, President & CEO, Hamilton Home Loans talks about How to Manage an Outside Owner of a Mortgage Co. Highlights include: frequent communication is key; spend time coaching and teaching; setting expectations and being...
Kevin Crichton, President and COO, EMM Loans LLC talks about Making the Transition from a Large Lender to a Smaller Lender. Highlights include: the challenge of blending cultures; be ahead of the curve—be proactive; listen,...
Mike Fontaine, Chief Operating Officer/CFO, Plaza Home Mortgage talks about Planning for Tomorrow in a Volatile Marketplace. Highlights include: establish a strategic committee; look for big wins; erase customer pain points; don’t forget about the...
Alex Rosenblum, Chairman and CEO, Axia Home Loans talks about the timely topic of Hiring the Right People. Highlights include: #1 Decision service and people; excellence wins; plan and stay the course and play to...
Teresa Bazemore, CEO of Bazemore Consulting, Director of T. Rowe Price Mutual Funds and former President of Radian Guaranty discusses Establishing a Clear Direction. Highlights include: Spin the Dime Game; Town Halls; scenario planning; challenge...
Dave Lowman, with over 40 years of national and international finance expertise, talks about Getting Experienced Originators to use New Technology. He is a member of the Board of Directors for Stearns Lending and Roostify....
Marc Hernandez, SVP, Head of Retail Lending, Alterra Home Loans talks about Preventing Employee Disengagement. Highlights include: celebrate small wins; correct bad behavior quickly; servant leadership and communicate proactively. You will want to hear Marc’s...