Brian Boyles, National Sales Manager, Middleton Advisory Group. Highlights include: recruiting is still the #1 priority but needs a smarter approach; compensation is over-discussed; leadership quality and culture drive recruiting decisions; the industry is litigious...
Jerry Rader, SVP, Strategic Growth & Development, ALCOVA Mortgage. Highlights include: face-to-face communication builds trust; incentivizing retention with shared upside; retention requires a post-sale strategy; cultural fit beats highest bid and respecting people as stakeholders is...
Brian Vieaux, President & COO, FinLocker. Highlights include: point of thought matters; hybrid sales model; trusted financial educator; customer centric stories and franchise with no rules. Brian has been in the industry for over 30...
Michael Cush, Owner, Mortgage Startup Consulting. Highlights include: mortgage industry resists change—and it’s dangerous; AI and outside forces are disrupting the status quo; industry still doesn’t prioritize customer experience; executives are not preparing for the...
Jeff Scheuren, EVP, President, COO at Fulton Mortgage. Highlights include: volatility is unprecedented and driven by emotion, not fundamentals; hedging must be hyper-responsive and continually reassessed; communication and tools are vital for loan officer confidence; profitability...
Rob Robertson, Author. Highlights include: your pain can become your purpose; don’t freeze in the face of life’s hits; support systems matter; the NFL taught him more than football and plug into others when your...
Connor Bartley, Content Creator and Podcast Host, The LO Down. Highlights include: build by design, not by default; internal alignment and realism are crucial; prioritize quality over quantity; leverage technology and community and recruit through relationship,...
Michael Moorhouse, CEO & Founder, Moorhouse Group. Highlights include: three types of distinct leader groups; sales staff disconnect; failure to recognize “true state”; renting loan officers and retention-proof your staff. Michael is a seasoned executive with over...
Michael Kelleher, Founder, Adopt the Brand and Co-Founder, Easy Mortgage Apps. Highlights include: closed-loop digital mortgage model; loan officers must go digital; Zillow’s “Super App” is a game-changer; data-driven prospecting and mortgage calculator experience. Michael...
Kirk Redding, Co-Founder, President, Promise Home Loans. Highlights include: broker model growth; industry challenges; success factors in the broker model; changing realtor perceptions and the need for strong support system. Kirk has thirty plus years of...