On this episode, we'll be speaking with Ana Ramos. Ana has over 20 years of commercial real estate experience, and it's closed well over $2 billion of deals. She has one of the most thorough origination processes that I've ever seen in the industry. Please see the time stamps for specific topics:
3:26 – Importance of responsiveness and availability
4:53 – Underwriting background as a tool to provide more certainty of execution
7:58 – Mindset shifts required to transition from underwriting to origination
13:07 – When to fire a client
16:51 – Ana’s approach to a first meeting with a client
21:04 – Ana’s signature vetting process
23:23 – Importance of gaining trust of the underwriting team
25:36 – Why does the process still take so long
38:08 – Challenges that women can face in origination
41:51 – Market trends
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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By Mordecai Rosenberg
5
1717 ratings
On this episode, we'll be speaking with Ana Ramos. Ana has over 20 years of commercial real estate experience, and it's closed well over $2 billion of deals. She has one of the most thorough origination processes that I've ever seen in the industry. Please see the time stamps for specific topics:
3:26 – Importance of responsiveness and availability
4:53 – Underwriting background as a tool to provide more certainty of execution
7:58 – Mindset shifts required to transition from underwriting to origination
13:07 – When to fire a client
16:51 – Ana’s approach to a first meeting with a client
21:04 – Ana’s signature vetting process
23:23 – Importance of gaining trust of the underwriting team
25:36 – Why does the process still take so long
38:08 – Challenges that women can face in origination
41:51 – Market trends
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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