The ORIGINATOR, a podcast from Primary Residential Mortgage, Inc.

Learn how Originators use ClickApproval online technology to enhance the customer experience and strengthen the Originator-customer relationship. Guests James Harper and Jeff Gunther talk about how ClickApproval streamlines the loan process and minimizes unexpected issues while empowering customers to work through the application process in the privacy of their home. Used well, ClickApproval provides convenience and a personalized customer experience.

Join the conversation with PRMI renovation loan experts and hear how simply having a conversation about renovation loans with borrowers and referral partners can help you close more loans, especially in that coveted first-time homebuyer/millennial demographic. You’ll also get tips on how to sell these loans and resources to help you learn more about them.

In this episode, Clayton tackles ways purchase-driven Originators can take advantage of low-rate markets to add refinance business to their pipeline without disrupting their purchase business flow.

Division President, Dane Moler talks about how he positions his purchase clients for future refinances, how he structures refinances and his method of working his prospect list without wasting too much time and energy.

Division President, Matt Shanlian talks about how to use Encompass to create prospect lists that give high return and how to find the story behind the file that might reveal a refinance opportunity.

In this week’s episode of the Originator Podcast Sean Zierak talks about how Originators can look for more refinance opportunities. Sean shares best practices in reaching out to past clients and how to structure and sell a Refi in today’s market.

In this episode of The Originator Podcast Dean Johnson, Division President of the Mid Atlantic Division, discusses the skills and qualities each Originator needs to develop to be successful. Dean also discusses a recent training presentation his division had with Dale Vermillion, creator of the Mortgage Champions system.

In this episode of the Originator Podcast Diedra Schaefer discusses how strategic relationships with builders are built and maintained.

• has a unique business model

• works with financial advisors nationwide

• also does volume of business in local area; works closely with real estate agents

• gives opinions/options on mortgages; i.e. you don’t need 20% down, etc.

We discuss the challenges Scott see’s in our industry and how he is focusing his time to diversify where he is getting his business:

• Consumer Direct Business

• More Social Media

• Generating referrals to provide to new referral sources

• Using MBS Highway

We discuss how Stacy was able to build a team which allowed her to grow her business from 16-18 Million each year to producing upwards of 30 million dollars in volume. Stacy discusses what her team members do and how that allows her to focus more time/energy on generating more business.

In this podcast we discuss what Billy does to start, develop, & retain relationships with new referral partners.