Michael Yates, SVP, Mortgage Sales Director at Mercantile Bank of Michigan. Highlights include: keeping focus on the NOW; structure equals discipline; importance of being coachable; creating your own success and LO’s business model. Michael has...
David Burruss is MSR Sales Director at Mortgage Capital Trading (MCT). Highlights include: current MSR trends; assumptions matter to regulators; three guardrails; rise of smaller transactions and the Wall Street buyer. David is a top...
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. ...
John Seroka, President, Seroka Brand Development. Highlights include: trust factor is key; segment emails by needs and pain points; consistent uncanned approach; use of data to segment and do more with less in today’s marketplace. ...
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 turn and pull-through is a...
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 an accountability partner and identify...
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 personal relationships matter—work, work, work. ...
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 consistent and if it doesn’t...
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 shared videos are key. David...
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 cats” and why do you...