Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 46th episode features a mini-panel discussing Sales & Origination Strategies for 2021.
Panelists:
Casey Hughes-Wade, VP, Relationship Manager-Mortgage, SLK Global Solutions
Erin Futterer, Regional Vice President, Stearns Lending, LLC
James McKibban, Branch Manager, New American Funding
2:18 - What’s your journey in the industry?
5:22 - Refi boom marches on as we start 2021 – what’s the biggest challenge for originators right now?
11:12 - How can tech solutions help originators continue to push the envelope without getting buried and losing touch with borrowers?
17:46 - What is the most important sales trend heading into this year?
23:14 - How permanent do you think the virtual meeting thing is? Is this the future of sales?
29:05 - What’s your favorite sales story – either a huge win or a crash landing that you learned from?
35:52 - What is the smart originator doing right now to prepare for the eventual end of the refi gravy train?
42:33 - What about younger originators just getting into the game, who haven’t been around for a purchase-focused cycle? How can they plan ahead if they don’t have a book of business built up yet?
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