Lending Leadership

Mastering Your Virtual First Impression: Small Details That Make a Big Impact on Calls


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Welcome back to Lending Leadership: The Creative Brief – your source for real conversations about leading in the lending industry and beyond.

Today, we’re diving into a topic that’s become critical in the way we work, build relationships, and represent ourselves: showing up with confidence, authenticity, and intentionality on virtual calls. Over the past few years, video meetings have become the backdrop for how we sell, lead, recruit, and connect. But as Rachael Tresch points out, logging on is not the same as truly showing up.

Rachael Tresch guides you through the subtle details that quietly shape the way others experience and remember us online. From camera angles to lighting, wardrobe choices to body language, Rachael Tresch breaks down the best practices for a standout virtual presence. We share real stories and practical tips for mastering the small things that add up to big first impressions.

Here’s what we covered in this episode:

  1. Why your virtual first impression matters more than ever
  2. The impact of the background—real versus virtual—on trust and memorability
  3. Camera placement, body language, and the art of making real connection through a screen
  4. Wardrobe secrets for looking your best and building confidence virtually
  5. The power of lighting, energy, and using AI note-takers to boost professionalism and connection

Key Takeaways:

  1. Authenticity in Your Background Builds Trust
  2. People connect more with a real, thoughtfully designed background than with a virtual one. Your space subtly tells your story, so avoid clutter and choose elements that reflect your personality. If possible, include something visually interesting—like pets or a moving object—to hold attention and increase memorability.
  3. Camera Placement and Eye Contact are Game-Changers
  4. We often forget that the camera is our direct line to other participants. Looking into the camera—rather than at ourselves—creates genuine connection, just as we would in-person. Camera should be at eye level with a couple of inches of space above your head—no awkward cut-offs or “up-the-nose” shots!
  5. What You Wear On Calls Matters—Choose Simple and Avoid Stripes
  6. Your clothing impacts your professional image. Stay away from busy patterns like stripes or plaids, which appear blurry on video, and avoid the color orange, which tests poorly with viewers. Solid, confident colors (other than orange!) make you more memorable, and always dress for the role you want to project, even on remote calls.
  7. Lighting Can Make or Break Your First Impression
  8. Lighting should be in front of you—not behind—so you’re clearly visible. Avoid backlit setups that make you look mysterious or untrustworthy. Natural light is best, but even basic side lights will help. Clear, well-lit visuals foster trust and enhance your effectiveness.
  9. Boost Connection with Intentional Energy, Gestures, and AI Tools
  10. Virtual meetings tend to sap energy, so we need to intentionally elevate our voice dynamics, body language, and engagement level. Use hand gestures, vary your vocal tone, and bring energy to the screen. Use AI note-takers to stay present, building rapport and trust without sacrificing meeting notes or action items.

This episode’s message: Virtual presence isn’t going away—so let’s show up wisely, authentically, and with intention. If you have best practices for thriving on video calls, we want to hear them! Like, subscribe, and let us know how you make your virtual meetings a success.

Thanks for joining us on Lending Leadership: The Creative Brief. Until next time, we’ll see you—clearly—in the virtual world.

Rach & Rinn

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Lending LeadershipBy HMA Mortgage