Looking for the secrets top AEs use to help loan officers close more loans and grow in 2026? This episode breaks down what great Account Executives actually do for brokers behind the scenes.

In this Thanksgiving episode of Coaching with Chris, Chris Vinson sits down with Windsor Mortgage account executives Tiffanie, Eric, and Shelby to talk about what truly makes a great AE and how they help loan officers win more in 2026.

They share how they got into mortgage, the roles that prepared them to be AEs, and why they see themselves as an inner part of each loan officer’s team. The group covers how to clean up applications, avoid surprise conditions, and use your AE and underwriting help desk to get smoother approvals.

You will hear:

• Simple ways LOs can set loans up for success with clean apps, job history, and VOEs

• How Windsor AEs think about availability, problem solving, and advocacy for their brokers

• Why VIP lists, coaching, calendars, and power hour are non negotiables for 2026 growth

• How AEs and underwriters at Windsor collaborate to restructure tough files and get them closed

They wrap with why a broker should consider Windsor, what separates good AEs from great ones, and what loan officers should start doing now instead of waiting for January.

00:00 Thanksgiving intro and gratitude challenge01:00 Why this episode is all about great AEs02:10 Meet Windsor AEs Tiffanie, Eric, and Shelby03:10 How each AE got into mortgage06:40 Roles that prepared them to be strong AEs09:30 How LOs can set loans up for success in 202613:30 Goals and words of the year for 202621:30 What makes Windsor AEs different from other AEs27:00 How AEs help LOs grow production and stay out prospecting40:20 Calendars, power hour, and non negotiables for 202647:00 Why Windsor, how the AE team works behind the scenes53:00 Recent wins and examples brokers can learn from57:00 Final advice for planning 2026 and closing Thanksgiving send off

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