Join national trainer STEVE RICHMAN, senior mortgage advisor at Mortgage News Network, for a rousing and informative start to the day. This session will show originators to differentiate themselves well beyond customer service. Attendees will understand the difference between transactional and relationship-based sales and when to use which.
By attending this interactive session, you'll learn:
Courage starts with showing up and allowing others to see you. But first, you have to become great at listening to criticism, being humble and lowering your guard. It is a skill that develops over time and with deliberate practice. To have the willingness to put yourself on the right track means you are strong enough to risk failing forward.
In a recent study, 90% said mental strength is the key to success while 71% said with more mental strength they could reach their full potential.
Why are people so unsure of how to do this? Entrepreneur MEGAN MARSH, co-founder of Keystone Alliance Mortgage, empowers originators to build their mental muscles, so they can become the best versions of themselves, especially when facing adversity.
Megan Marsh is a real estate investor, entrepreneur, and speaker who loves bringing everyone around her together. Using the same lessons and principles that guided her Division I UConn Huskies team to consecutive Final Four appearances and three Big East Titles, Megan has built a distinguished 15 year career in the mortgage and finance industry. Megan is one of the top producing loan originators in Pennsylvania and is also the Co-Founder of Keystone Alliance Mortgage & Capital, a mortgage and commercial loan brokerage she founded with her business partner, Andres Munar.
The worst kept secret to making more money as a Loan Officer is by closing more deals. That’s why we’re bringing in KENNETH TRAVIS and the coaching team from Next Level LOs to teach attendees what to install in their business to make things like lead generation, lead conversion, and follow-up a breeze! Working with real estate agents, insurance agents, and other loan referral partners can be a beating. You’ll learn about proprietary methodology and mortgage coaching program to make sure that you’re only working with the right agents who value your relationship and send you tons of referrals! And, at the end of the day, after you increase your production and start down a speedway of referrals, the systems and processes you learn here will make the mortgage business a predictable, exciting business to be in, and frees you up to do the things that really matter – spending time with family, taking an actual vacation, making it to kids’ ball games, etc.
With rising interest rates, you need to learn not just how to survive but actually thrive in a purchase market. SHASHANK SHEKHAR, top-producing loan officer, and CEO of InstaMortgage will teach you his #1 strategy to get more realtor-referred business. In his talk, he will also talk about what kind of operations, technology, database management, and company support you need to build a sustainable purchase business for years to come.
Join KELLEN VAUGHAN, CEO of Next Level Loan Officer, and learn the strategies and tactics to master the digital space in your community. Leverage this knowledge to drive referrals from new referral partners as well as business directly from the consumer.