Conquering Shifts

Are you new to the mortgage industry? Does your business run into peaks and valleys? 12 of the nation’s top mortgage sales professionals share their stories of failure and success, how they prospered during stormy weather and have continued to succeed through double-digit rates, housing bubbles, or most recently, the worst financial crisis since the depression.

• Greg Frost, VP of National Training for PRMI Mortgage. Greg topped $1 Billion in personal production in 1999. Todd Duncan describes him as the Roger Banister of mortgages. Greg provides insight on how you too can build your own noteworthy personal brand.




• Drew McKenzie, Branch Manager for Everbank /TIAA. He learned the power of connections at a young age. Learn how to leverage your relationships to build the business model you want.




• David Jaffe, Loan Officer for OnQ Financial. David has ranked in the nation’s top 200 Mortgage Originators for the last 18 years. David provides guidance on how to Make it Rain.




• Jeff Lake, SVP of Mortgage Lending for Guaranteed Rate. His Chicago based team funds $72 million dollars annually while he resides full-time in Arizona. Sound appealing? Mirror Jeff's activities to build your own legacy.




• Julie Miller, Branch Manager for Broadview Mortgage. She and her team specialize in Down Payment Assistance & Mortgage Credit Certificate programs. Though these loans require extra attention, Julie has systems in place to ensure a stress-free experience for you, the team, and your clients.




• Larry Bettag, Regional VP for Cherry Creek Mortgage. Not afraid to change careers or direction several times, before landing in lending. Larry has grown his region to 17 branches, by maximizing social media.




• Michael Deery, founder of Citywide Financial Corp. He has ranked in the nation’s top 200 Mortgage Originators for 2011-2016. Michael shares how to reach this level of success with just yourself, a processor, and an assistant by tapping into his writing skills.




• Mike Smalley, Florida Regional Manager for Waterstone Mortgage Corporation. This pro baseball player shares how he grew his business from ground zero by using his wedding list theory to build his customer base.




• Ralph Massella, Retired was the division President of the South Atlantic for Prospect Mortgage. Ralph provides sound advice for managers who aspire to coach, mentor and support their originators in reaching their "genius zone."




• Tom Ninness, Regional Sales Manager for New American Funding. He has helped over 9,000 families with their real estate financing. Mastering the art of presentations has escalated Tom's ...