Origination

Episode 34: Shana Daby, From Underwriting to Originating


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Mordecai interviews top originator, Shana Daby of Greystone, in this 34th episode. Shana discusses her path from underwriter to originator, the similarities between selling and teaching, focusing on service, and her drive to take on the complex and "hairy" deals.

TIMESTAMPS: 

02:00-05:07   Early Sales Experience 

05:07-07:13   Transition into Lending

08:38-11:16    Selling vs Teaching: The Similarities

12:41-15:11    Selling the Long Term

15:11-20:07    Inflation 

23:10- 30:03    Brokered vs Direct Business

30:04-32:59    Focus on Service Over Product

37:42-40:24    You Can Do Nothing Wrong and Still Lose

44:40-49:07   Accountability

lenders, market, people, loan, client, equity, selling, deals, screen protectors, year, calls, rates, business, borrower, easy, long, sales, chase, interest rates, debt

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OriginationBy Mordecai Rosenberg

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