ENGAGE: Recent Episodes
Mortgage Champions
In the era of Fintech disruption, it's no longer unusual to see non-mortgage tech gurus parachute into the space with a vision to revolutionize mortgage lending. What is increasingly unusual though is for one of those gurus to build something that actually works. As other Fintechs struggle to make ends meet in a contracting market, Alex Kutsishin and Sales Boomerang remain not just one of the fastest growing companies in the space, but across the entire corporate landscape. Included in lists compiled by the likes of Inc. Magazine, Deloitte, and HousingWire, Sales Boomerang's exponential growth seems poised to reach an astronomical level as they link arms with Mortgage Coach and form a new parent company positioned to steal even greater marketshare. In this episode of Batting 1,000, Dale and Alex discuss Sales Boomerang's meteoric rise, their latest developments, and the simple but effective talk tracks they and Dale are teaching Sales Boomerang and Mortgage Coach clients to win in this climate.
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As a former Top 100 Loan Officer and one of the founders of Mortgage Coach, Dave Savage not only has a wealth of knowledge and experience in this business, but has painstakingly cultivated one of the largest, most-engaged communities for mortgage professionals today. In this episode of Batting 1,000, Dale and Dave combine their 70+ years of industry experience to share what it is they see top lenders and loan officers doing to not only survive, but thrive, even in the most difficult markets. Don't miss this hard-hitting, timely conversation packed with tips to ensure your success.
When the market is uncertain, trend lines are scattered, and the industry headlines turn apocalyptic, there's only a select handful of trusted veterans insiders turn to read the tea leaves—and one of those vets is MBS Highway Founder & CEO, Barry Habib. Barry has a long and storied history in this industry. As a three-time Crystal Ball Award winner (announced by Zillow and Pulsenomics), the best-selling author of Money in the Streets (which was personally endorsed by Tony Robbins), and the head of a leading resource for lenders and loan officers across the country, Barry is a modern-day mortgage titan, and someone Dale has been proud to call a friend and trusted peer for decades. We released a special market forecast with Barry earlier this year, but as the Fed gears up for consecutive rate hikes, builder confidence continues to lag behind home sales, and the global economic climate continues to weaken, Dale knew it was time to revive the conversation and take a deep dive into navigating this unique market.
As the CEO of the Association of Independent Mortgage Experts (AIME), Katie oversees the day-to-day operations of the AIME team. She spearheads partnership development, membership growth initiatives, and business analytics. Previously, Katie served as the Senior Vice President at ARIVE where she successfully brought to market a revolutionary portal that provided an all-encompassing technology solution for wholesale brokers. Katie’s contributions to the growth and success of the wholesale channel have been noted by HousingWire, who presented Katie as one of 2021’s Women of Influence within the mortgage industry. Mortgage Professional America named Katie to the 2021 Mortgage Global 100 list as well as the Elite Women 2021 award.
Since joining LendingTree in 2014, Will Adams has quickly become an invaluable asset to their enormous lender network. As LendingTree's Head of Sales, Will leads their Sales and Customer Success teams' efforts to drive lender success by advocating best practices for working with LendingTree leads, analyzing lender performance and communicating insights across multiple channels, and finding new ways to optimize lenders' use of LendingTree's multifaceted filters. Everyday, Will investigates what's working and what's not for network lenders, which—when combined with his 25 years of industry experience—makes him one of the most insightful leaders in our industry today.
A highly-regarded financial analyst, influencer, and the Lead Analyst for HousingWire, Logan Mohtashami is a recurring guest on Bloomberg Financial and has spoken at numerous economic conferences, include Americatlyst and the California Association Of Realtors. Logan’s astute analysis of economic data and years of direct lending experience allows him to present a unique, informed, and unbiased perspective on the financial markets. Perhaps best known for his prescient forecasts on the state of the housing market and mortgage rates, Logan's insights are invaluable as the market continues to experience record volatility headed into 2022 and beyond.
Host of the nationally-syndicated show, https://www.moneywise.org/ (MoneyWise) and cofounder of the https://apps.apple.com/us/app/moneywise-biblical-finance/id1494344660 (MoneyWise App), Rob West has helped millions take control of their personal finances and invest in a better, sounder future for themselves and their loved ones. Having personally grown a team of wealth advisors to prominence, Rob West was invited to swerve as the President of https://kingdomadvisors.com/ (Kingdom Advisors) in 2003, a growing community of like-minded financial planning professionals committed to helping their clients not only become financially independent, but manage their growing wealth in alignment with their deepest-held values. Well spoken, thoughtful, and generous as they come, it’s no surprise that Rob West has played a significant role in inspiring a new generation of entrepreneurs, investors, and everyday professionals committed to serving their families, communities, and the larger world.
One of the youngest and most-influential leaders in the space, Clayton Collins seized his opportunity to shape the mortgage, real estate, and fintech landscapes as the CEO of HousingWire Media just a few short years ago. Since assuming his role in 2016, Clayton expanded a team of just 14 reporters in Houston to a 50+ person company spread across the United States that publishes four media brands (HousingWire, RealTrends, Reverse Mortgage Daily, and FinLedger), hosts some of the industry’s most up-and-coming events and conferences, and produces a suite of podcasts and other media. Clayton is a veritable expert on modern communication, inclusive leadership, and the shifting landscapes of mortgage, real estate, and fintech.
Over the past 12 years, Kristin Messerli has become a leading expert on borrower psyche. As the founder of Cultural Outreach, she and her team worked directly with underserved borrowers, brainstorming solutions to bridge the gap between unbanked na underbanked consumers and lenders looking to serve first-time home buyers. After Cultural Outreach was acquired by NAMMBA in December of 2020, Kristin was invited to join the Experience.com team as a VP of Sales and Financial Services where she continues to spearhead efforts to understand today's borrowers and help lenders map the strongest (and weakest) points of their borrower journey.
Leading off Season 1 of Batting 1,000 with Dale Vermillion is none other than long-time friend and industry insider, Scott Payne. Scott is the Founder & CEO of SDP Solutions, a lead management consulting company that helps lenders and loan officers optimize their lead conversion metrics and automated communications. Prior to starting his own business Scott served as VP of Originations at NationStar for 10 years before joining the HomeCaptain team as a Vide President. Scott's background in the industry is extensive, making him one of the leading experts on CRM and an invaluable resource for anyone looking to automate their tech stack.
In this episode of The Mix Down, fanatical Colorado Avalanche fan and Mortgage Champions CMO https://www.linkedin.com/in/jakevermillion/ (Jake Vermillion) shares insights he's drawn for sales and service leaders from the Avalanche's 2021-22 Stanley Cup winning season. You can read the full piece on Jake's LinkedIn newsletter, https://www.linkedin.com/newsletters/marginal-gains-6943281242465345536/ (Marginal Gains), or subscribe to the Mortgage Champions Newsletter for great content just like this. Plus, you can earn FREE rewards and swag by referring your friends and colleagues using your personal referral link. Just visit https://mortgagechampions.com/mxdn (mortgagechampions.com/mxdn) to get started. The Mix Down is a production of Mortgage Champions. The show is hosted, edited, and produced by Jake Vermillion. Music by Envato Elements. Copyright 2022 © Mortgage Champions, all rights reserved.
Why staying connected with our colleagues, peers, and community is essential to personal and professional success—especially in difficult times. On this episode of The Mix Down, we’re sharing how we were reminded of the importance of connectedness, and the impact it can have on our lives, businesses, and communities. Chime inShare your thoughts by emailing listen@mortgagechampions.com for a chance to have your thoughts highlighted in the next installment.
How top sales organizations are structuring their daily touchpoints to maintain sales alignment, identify issues and opportunities, and drive team member engagement. On this episode of The Mix Down, we’re adapting some recommended sales stand-up templates for modern mortgage origination teams. Chime inShare your thoughts by emailing listen@mortgagechampions.com for a chance to have your thoughts highlighted in the next installment.
On this episode of The Mix Down, https://www.linkedin.com/in/logan-mohtashami-5167631/ (Logan Mohtashami) joins us to discuss recessionary concerns for the US economy, the latest housing market data, and economic outlooks for homeowners. Logan writes regularly at https://housingwire.com/ (Housingwire.com) and https://bankrate.com/ (bankrate.com) and can be heard on podcasts across the industry, including an in-depth conversation with Mortgage Champions Founder, Dale Vermillion, on https://podcasts.apple.com/us/podcast/batting-1-000-with-dale-vermillion/id1582703963?i=1000552606927 (Batting 1,000). Chime inShare your thoughts by emailing listen@mortgagechampions.com for a chance to have your thoughts highlighted in the next installment.
How top sales organizations are structuring their daily touchpoints to maintain sales alignment, identify issues and opportunities, and drive team member engagement. On this episode of The Mix Down, we’re adapting some recommended sales stand-up templates for modern mortgage origination teams. Chime inShare your thoughts by emailing listen@mortgagechampions.com for a chance to have your thoughts highlighted in the next installment.
Adopt a daily touchpoint that aligns your team, identifies opportunity, and builds momentum....and that you'll actually enjoy running by downloading our latest sponsored resource: The Ultimate Sales Stand-up Meeting Template. if you’re a sales manager and think this might be something you’d like to try, just visit https://mortgagechampions.com/downloads (mortgagechampions.com/downloads) to check it out. Chime inShare your thoughts by emailing listen@mortgagechampions.com for a chance to have your thoughts highlighted in the next installment.
Why modern origination teams should consider a daily sales stand-up to review pipelines, reinforce winning habits, and keep their salespeople motivated. Like many other Agile management tactics, stand-ups have migrated from Silicon Valley to become a daily rhythm for teams across the world—the question is, should yours be one of them? Chime inShare your thoughts by emailing listen@mortgagechampions.com for a chance to have your thoughts highlighted in the next installment.
Is your email client the first icon you click in the morning? There’s a good chance you’re sabotaging your morning routine and losing hours of productivity every day. This week, we’re breaking down four pillars of a successful morning routine for sales teams. Today, we’re diving into a topic that will validate some, enrage others, and assuredly spark some conversation around the (digital) water cooler Monday morning: why you should never start your day in your inbox. Chime inShare your thoughts by emailing listen@mortgagechampions.com for a chance to have your thoughts highlighted in the next installment.
You don’t have to binge supplements, wake up at 4 AM, or take cold showers to make your mornings productive. But you do have to follow these sales leaders’ examples. This week, we’re breaking down four pillars of a successful morning routine for sales teams. Today, we’re diving into why sales leaders are hyper-focused on starting their days attacking their most-immediate priorities, and why you should be too. Plus, we’ll share our personal recommendations for what your most-immediate priorities should be as an originator—especially in rising rate markets, like the one we’re entering at the time this installment was released. Chime inShare your thoughts by emailing listen@mortgagechampions.com for a chance to have your thoughts highlighted in the next installment.
While sales leaders’ morning routines run the gamut, their mornings share one commonality: consistency. This week on The Mix Down, we’re breaking down four pillars of a successful morning routine for sales teams. Today, we’re diving into the single most-shared trait by sales leaders morning routines: consistency. Chime inShare your thoughts by emailing listen@mortgagechampions.com for a chance to have your thoughts highlighted in the next installment.
Top sales leaders from across the country agree: your morning routine matters, a lot. Which is why we’ve scoured the internet for advice from recognized sales leaders, like Andrew Thompson (Founder of Peak Performance), David Arkow (frm Director of Sales at Trustpilot), and Danielle Kunkle (Vice President Sales at Boomer Benefits) to learn how they short track their day for success. Today, we’ll kick off the week by breaking down that first common denominator of a successful morning: getting a head start the previous day. The rest we’ll cover over the remainder of the week—let’s dive in. Chime inShare your thoughts by emailing http://mailto:reader@mortgagechampions.com/ (reader@mortgagechampions.com) for a chance to have your thoughts highlighted in the next installment.
Can technology really recreate a competent and caring loan officer? We didn’t think so, until now. According to cofounders Susan Calvin and Alfred Lanning, mortech startup USR’s VIKI platform is able to analyze a user’s written and recorded communication and synthesize their communicative style across a range of channels, generating convincing, personalized communications at scale. While the idea of technology communicating ‘on behalf’ of a loan officer isn’t itself novel, convincing consumers that they’re communicating with a real person when they’re actually conversing with an AI has proven elusive. Until now. Allegedly. Subscribe to the all-new https://dalevermillion.typeform.com/to/hlVATU7J?utm_campaign=xxxxx&utm_medium=xxxxx&utm_source=xxxxx#fname=xxxxx&lname=xxxxx&email=xxxxx&cname=xxxxx&title=xxxxx (Mortgage Champions newsletter), oh—and Happy April Fool's.