Connect Episode 46 | Sales & Origination Strategies for 2021 - a podcast by The California MBA

Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers-and-shakers in the mortgage industry. Our 46th episode features a mini-panel discussing Sales & Origination Strategies for 2021.

Panelists:
Casey Hughes-Wade, VP, Relationship Manager-Mortgage, SLK Global Solutions
Erin Futterer, Regional Vice President, Stearns Lending, LLC
James McKibban, Branch Manager, New American Funding

2:18 - What’s your journey in the industry?

5:22 - Refi boom marches on as we start 2021 – what’s the biggest challenge for originators right now?

11:12 - How can tech solutions help originators continue to push the envelope without getting buried and losing touch with borrowers?

17:46 - What is the most important sales trend heading into this year?

23:14 - How permanent do you think the virtual meeting thing is?  Is this the future of sales?

29:05 - What’s your favorite sales story – either a huge win or a crash landing that you learned from?

35:52 - What is the smart originator doing right now to prepare for the eventual end of the refi gravy train?

42:33 - What about younger originators just getting into the game, who haven’t been around for a purchase-focused cycle?  How can they plan ahead if they don’t have a book of business built up yet?

Thank you to our sponsor, Insellerate. To learn more visit insellerate.com or call 855-973-1646

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