Phil Reichers, SVP, National Sales Manager, ServiceLink. Highlights include: tech stack efficiency; serving your staff; feedback is a gift and adding value with each conversation. Phil is an experienced mortgage and technology executive with over 20 years in the industry.

Katherine Gardner, SVP, Open Mortgage Wholesale. Highlights include: size doesn’t matter; three C’s; value of repeatable process and don’t sell scared. Katherine has been in the industry for over 25 years.

Jennifer Fortier,CMB, Mortgage Banking Consultant. Highlights include: importance of a roadmap; falsity of “little tweaks”; problem of work arounds; focus on speed vs hype? and what does success look like. Jennifer has spent over 25 years in the mortgage industry.

Jay Promisco, President, Sierra Pacific Mortgage. Highlights include: “Amazon Impact”; right now and cheap; slowing down the start; track for success and protect your book. Jay is a mortgage veteran for over 20 years.

Brian Weis, Consultant/Coach, Brian R. Weis Consulting. Highlights include: hiring wrong people who don’t fit; ignoring current people; lack of support/coaching; lack of manager interface and do it your self-development. Brian has over 20 years of experience in the mortgage industry.

Stewart Vickers, Author. Highlights include: first 10 seconds are key; cheat code; importance of an email list; YouTube analytics and YouTube sales funnel. Stewart shares his proven framework for YouTube success. The book is perfect for sales people and sales leaders because it gives you the step by step guide toward making YouTube work for you.

David Upbin, VP, MBA Education at MBA. Highlights include: ROI of Training; Training Investment = Better Retention; Executive coaching; Joining committees and College programs. David is the leader of the operations, program execution, and financial management of MBA Education.

Tom Finnegan, Principal and Author, STRATMOR Group. Highlights of article include: decline of bank mortgage share; risk and return of mortgage lending; needs-based discovery at branch; mortgage as a set of skills and Big World Theory. Tom is an experienced mortgage banking chief executive and is currently a strategic consultant in mortgage banking.

Mike Seminari, Director of Customer Experience, STRATMOR Group. Highlights include: why you are not getting referrals; “liking” and testimonials are not enough; delighting is delivering the unexpected; 7 keys to customer experience success and 90% of finding a LO is their personal network. Mike has been in the industry for over 25 years.

Mike Seminari, Director of Customer Experience, STRATMOR Group. Highlights include: why you are not getting referrals; “liking” and testimonials are not enough; delighting is delivering the unexpected; 7 keys to customer experience success and 90% of finding a LO is their personal network. Mike has been in the industry for over 25 years.