Coaching with Chris

Russell Petty entered the mortgage industry early in his career, starting by building out Encompass software for a small broker shop in Charlotte, NC as a teenager, where he was the 12th employee. From the beginning, he was highly driven and quickly saw the potential in becoming a loan officer during his first week on the job. However, the initial years were challenging, as he founded a mortgage brokerage with little knowledge and struggled financially in the first year. He faced tough times, even sleeping in his office to maximize working hours, but his determination never wavered. After 18 months, he successfully exited that company with over $2 million.
Following this, Russell transitioned from the broker side to the retail side with a lender, but after about a year, he realized he missed owning his own company. He then founded Grow Mortgage, applying lessons learned from his first venture. Today, Grow Mortgage is thriving with a team of over 30 people, growing rapidly despite one of the toughest markets in recent memory. The company's success is built on core values such as transparency, prioritizing the homebuyer, and maintaining open communication, even when it's difficult. In addition to his mortgage career, Russell is passionate about MMA and Jiu Jitsu and trains as frequently as possible.

Anthony Casa, President & CEO of UMortgage, is an industry veteran with 20+ years of experience. During his time in the mortgage industry, Anthony previously served as the Chairman and Founder of the Association of Independent Mortgage Brokers, uniting 45,000+ Independent Mortgage Brokers. Continuing his mission of bettering the independent mortgage broker, he founded the all-in-one ARIVE platform to streamline the mortgage process for Loan Originators and consumers. Now, Anthony continues to play a role in strengthening the broker community through the rapid growth of the UMortgage platform. With branches across the country, we're empowering Loan Originators with top-notch client experience, fast LO-centric operations, and modern cloud-based technology.

Chris Welton is a renowned coach, speaker, and podcast host with over 30 years of experience in leadership and sales. Born with a limb difference and raised as the son of a drug addict, Chris has overcome significant adversity in his life, transforming personal challenges into invaluable lessons on resilience and success.
 
As a servant leader, Chris specializes in accountability, goalsetting, and overcoming adversity. With a proven track record of growing businesses and helping individuals break records, he has become a sought-after mentor for those seeking to achieve their full potential. Drawing on his personal journey and extensive professional experience, Chris empowers others to rise above their own challenges and unlock their inner strength.

"One of the best Coaching with Chris episodes ever" - Coach Chris. Listen to Coach Chris and Jonathan Haddad as they talk about Jon's journey, realtor relationships with Zillow leads, and more. Packed with great information, this episode is one you can't miss!

Jason brings over 20 years of mortgage and coaching experience and views Certified Mortgage Planners as a coaching company that happens to do mortgages. He believes in leading by example still averaging over $50 million in personal production.  He attributes the ability to produce and lead to his amazing team; and to his business partner/CEO, BJ Sellers and Chief Sales Officer, Dennis Waxman both not being in production. However, Jason’s primary focus and passion is coaching his loan officers and referral partners to achieve their dreams. Jason’s approach is tactical and process-driven, making him a highly effective mortgage professional and coach. He leads from the front, actively engages in the trenches, and never demands more from his team than he does from himself.

For over a decade, Dr. Bruce has trained thousands of

Shayla brings over 20 years of mortgage expertise to the table. With a track record of originating $1.5B+ in sales, Shayla's true passion lies in guiding over 6,000 families to homeownership. Recognized as a Top 1% Originator and Top Women Originator, she's not just a mortgage pro but a visionary leader. Shayla has built a district of 100+ professionals and implemented coaching programs that have propelled several loan officers to achieve $50+ million in volume annually. But beyond the numbers, Shayla's true passion lies in helping others achieve excellence and live authentically. Get ready to be inspired as she shares her wealth of experience and contagious energy!

Ashley is a small-town girl, living in the south with a proud nickname of the Ragin Cajun. She has been in the financial services business since she was 18 and for the last 14 years has focused on mortgages. She is the proud owner of a mortgage brokerage, dedicated to revolutionizing the Client Experience. She believes in living life in the moment, being present for the task in front of her and defining what success looks like in her own terms.

Josh Mettle, the Division President at NEO Home Loans, is a standout figure in mortgage lending, recognized in the top 1% of mortgage originators in 2020. With a personal production exceeding $1.17 billion, Josh's mastery in the field is unquestionable.

Joining The Loan Atlas as a Faculty Mentor in 2023, he brings a wealth of experience and innovative strategies. His role at NEO Home Loans is pivotal in guiding homeowners toward financial independence and generational wealth.

As the co-founder of Triibe Coaching, Josh excels in nurturing mortgage professionals, combining his knowledge of content marketing, financial freedom, and market adaptability. His approach is holistic, enriching both professional and personal lives.

Josh's influence extends into authorship and podcast hosting. His book "Why Physician Home Loans Fail" and podcast "Infinite Financial Freedom" explore crucial aspects of financial management and investment strategies, offering valuable insights to homeowners and investors alike.