Batting 1,000 with Dale Vermillion

To kick off Season 3 of Batting 1,000 with Dale Vermillion, Dale sits down with Hunter Strong, a top-performing Mortgage Loan Officer at FirstTrust Home Loans. During the conversation, Hunter shares his journey from aspiring pharmacist to professional baseball player, and finally to a mortgage industry leader closing over 40 loans per month. With a unique approach combining hard work, dedication, and strategic relationship-building, Hunter offers invaluable insights for anyone in the mortgage industry. Subscribe to Batting 1,000 Apple Podcasts → https://bit.ly/3GTqzDb Spotify → https://bit.ly/3AZ7P1b Amazon Music → https://bit.ly/3u9xssu Google Podcasts → https://bit.ly/3VjQxEl In This Episode From aspiring pharmacist to top-producer (starts at 1 min) Hunter discusses his initial career aspirations and how he transitioned into the mortgage industry. Learning from the lock desk (starts at 4 mins) Hunter explains how starting on the lock desk set the foundation for his success as a Loan Officer. Building a high-volume business online and off (starts at 15 mins) Dale and Hunter discuss the strategies Hunter uses to drive so many units per month, including landing a huge referral source through Tik Tok and driving 5 hours in a day to meet with a single broker. Building a highly specialized team (starts at 24 mins) Hunter breaks down how he's structured his team to ensure each member fills a specialized role. Learning it's not about rate (starts at 28 mins) Dale and Hunter discuss how Hunter addresses clients' concerns about interest rates and why he's learned to focus on payment, not rate, when selling loans. Hunter's top tips for closing more loans (starts at 32 mins) Hunter unpacks his top advice for closing more loans, including the importance of playing to your strengths, treating clients with respect, and building trust with your customers and partners. When failure's not an option (starts at 36 mins) Hunter shares some of the lessons he's learned from his dad and mentor that have helped to drive his professional and personal success. Resources Schedule a call with Dale's team Soundbites

In the final episode of Season 2 of Batting 1,000, Dale Vermillion chats with Melissa Langdale, the new President of The Mortgage Collaborative (TMC). With over 20 years in the mortgage industry, Melissa brings a wealth of knowledge and experience. She discusses the key challenges faced by lenders in 2023 and the strategies they are employing to overcome them. Melissa also shares insights into what 2024 holds for the mortgage industry and highlights the importance of leveraging technology and building strong relationships. Subscribe to Batting 1,000 Apple Podcasts → https://bit.ly/3GTqzDb Spotify → https://bit.ly/3AZ7P1b Amazon Music → https://bit.ly/3u9xssu Google Podcasts → https://bit.ly/3VjQxEl In This Episode About The Mortgage Collaborative (starts at 3 mins) Melissa shares about TMC's collaborative approach and the benefits it offers to its members. Key challenges of 2023 (starts at 6 mins) Dale and Melissa discuss the rising costs of origination, operational capacity, and growing market share. Solutions for reducing origination costs (starts at 10 mins) Dale and Melissa discuss strategies for reducing origination costs, improving operational efficiency, and leveraging technology. Looking ahead to 2024 (starts at 24 mins) Dale and Melissa discuss their predictions for the mortgage market in 2024 and the opportunities they anticipate. The impact of mortgage technology and AI (starts at 32 mins) Dale and Melissa explore the role of AI in the mortgage industry and its potential impact. The centrality of servant leadership (starts at 42 mins) Dale and Melissa discuss the key traits of great leaders and the significance of maintaining strong relationships in the industry. Melissa’s 2024 outlook (starts at 50 mins) Melissa's final thoughts on what lenders should focus on to thrive in the coming year. Resources Become a TMC Member Attend a TMC Event Schedule a call with Dale's...

In this episode of Batting 1,000 with Dale Vermillion, Dale hosts Kyle Draper, the CEO of Content Compounding and author of Rethink Everything: You Think You Know About Social Media. Kyle shares his extensive experience in video marketing and social media, offering insights on how to effectively leverage these tools for personal and professional growth. Kyle and Dale discuss the importance of authenticity in social media, the power of video content, and strategies for building genuine relationships online. This conversation is a must-listen for anyone looking to enhance their social media presence and connect more deeply with their audience. Subscribe to Batting 1,000 Apple Podcasts → https://bit.ly/3GTqzDb Spotify → https://bit.ly/3AZ7P1b Amazon Music → https://bit.ly/3u9xssu Google Podcasts → https://bit.ly/3VjQxEl In This Episode The power of video (starts at 5 mins 11 secs) Kyle explains why video is crucial for modern marketing strategies. Being authentic on social (starts at 12 mins 5 secs) Dale and Kyle discuss the importance of being authentic and genuine in online interactions. Building relationships online (starts at 19 mins 23 secs) Kyle shares his top strategies for creating meaningful connections through social media. Adding value to your audience (starts at 25 mins 34 secs) Kyle unpacks how to use social media to educate and provide value to your audience. Avoiding common mistakes online (starts at 32 mins 48 secs) Kyle addresses common pitfalls Loan Officers make online and how to avoid them. Creating more content in less time (starts at 41 mins 7 secs) Dale and Kyle talk about how to repurpose your content to maximize its reach and impact. Soundbites "Social media isn't just about marketing; it's about building relationships and being real." "Authenticity is the secret ingredient to a powerful social media presence." "Video content works for you even when you're not working." "People make time for what they value—make your social media presence valuable." About Kyle...

In this episode of Batting 1,000, Dale Vermillion sits down with Todd Duncan, the CEO and Founder of High Trust Selling. Todd, a two-time New York Times bestselling author and renowned speaker, shares his insights on thriving in the mortgage industry by embracing faith over fear. With over 5 million professionals trained and a wealth of experience from speaking engagements worldwide, Todd offers invaluable strategies for overcoming current market challenges. Dale and Todd discuss the importance of mindset, relationship-building, and actionable strategies to succeed in today’s high-rate environment. Tune in for a motivating and practical conversation that’s bound to inspire and equip mortgage professionals to elevate their game. Subscribe to Batting 1,000 Apple Podcasts → https://bit.ly/3GTqzDb Spotify → https://bit.ly/3AZ7P1b Amazon Music → https://bit.ly/3u9xssu Google Podcasts → https://bit.ly/3VjQxEl In This Episode Embracing faith over fear (starts at 3 mins 53 secs) Todd discusses the significance of choosing faith over fear and how it can positively influence your mindset and business approach in challenging times. Succeeding in high-rate markets (starts at 15 mins 46 secs) Dale and Todd delve into effective strategies for expanding your network, leveraging existing relationships, and increasing your conversion rates without resorting to cold calls. Building high-trust relationships (starts at 27 mins) Dale and Todd discuss how to foster meaningful relationships with clients and real estate agents by focusing on their needs and providing genuine value. Combining positivity with practice (starts at 37 mins 9 secs) Dale and Todd discuss the importance of maintaining a positive mindset, continuous practice, and role-playing to enhance your skills and confidence in the mortgage business. Resources Schedule a call with Todd's team Schedule a call with Dale’s team Soundbites "Thought without action is useless. Action without thought is dangerous." — Todd Duncan "Faith tells us that it’s the...

In this episode of Batting 1,000, Dale Vermillion sits down with Kevin Peranio ("KP"), the Chief Lending Officer at Paramount Residential Mortgage Group (PRMG). KP shares his insights on thriving in the mortgage industry despite the challenges of a high-rate environment. He emphasizes the importance of a better, faster, and more competitive approach, underlining the significance of personal value propositions, technological integration, and responsive customer service. KP also discusses the strategies that successful loan originators are employing, such as using multiple marketing technologies and focusing on debt consolidation opportunities. This conversation is packed with practical advice and industry wisdom, making it a must-listen for mortgage professionals aiming to excel in today’s market. Subscribe to Batting 1,000 Apple Podcasts → https://bit.ly/3GTqzDb Spotify → https://bit.ly/3AZ7P1b Amazon Music → https://bit.ly/3u9xssu Google Podcasts → https://bit.ly/3VjQxEl In This Episode Better, faster, competitive KP introduces the principle of prioritizing better service, followed by faster and competitive approaches in the mortgage industry. The relevance of UVPs (starts at 5 mins 45 secs) Discussing how individual originators can stand out through their unique value propositions beyond their company's tech stack or pricing. The art of integrating tech stacks (starts at 11 mins) KP talks about the crucial role of integrating various technologies, including CRMs and digital marketing tools, to enhance efficiency and client relationships. Traits that win in any market (starts at 18 mins) The conversation delves into the necessity of being intentional, proactive, and responsive to clients’ needs, emphasizing that these traits can significantly impact success rates. Cracking the CODE on high-rates (starts at 27 mins) Dale and KP discuss opportunities for refinancing and consolidating debt in high-rate markets, highlighting how originators can still close significant volumes by addressing consumer debt. Soundbites "You have to say better first because, as an originator, that's the one thing that you control." — Kevin Peranio "Responsiveness is critical. It shows you care and it...

In this episode of Batting 1,000, Dale Vermillion speaks with Doug Duncan, Senior Vice President and Chief Economist at Fannie Mae. Doug brings his extensive expertise to discuss the current economic climate, the housing market, and future trends. He provides a comprehensive overview of market dynamics, interest rate fluctuations, and the impact of demographic shifts on housing demand. Doug also shares valuable insights on the importance of strategic decision-making in uncertain times and the role of technology in transforming the mortgage industry. This episode is packed with expert analysis and actionable advice for professionals navigating the complexities of the housing and mortgage markets. Subscribe to Batting 1,000 Apple Podcasts → bit.ly/3GTqzDb Spotify → bit.ly/3AZ7P1b Amazon Music → bit.ly/3u9xssu Google Podcasts → bit.ly/3VjQxEl In This Episode Current economic climate and interest rates Doug Duncan explains the factors influencing the current state of the economy and why mortgage rates have not behaved as expected in recent months. He delves into the impact of the Federal Reserve's policies and external economic pressures. Demographic shifts and housing demand (starts at 7:34) A discussion on how demographic trends, particularly the aging baby boomers and the rising millennials, are shaping the housing market. Doug highlights the challenges and opportunities presented by these shifts. Supply constraints and the role of builders (starts at 15:23) Doug discusses the critical role of builders in addressing the housing shortage and the obstacles they face, including skilled labor shortages and supply chain issues. Making strategic decisions in uncertain times (starts at 20:14) Doug shares his perspective on the importance of understanding trends and momentum in the market to make informed strategic decisions, even amidst uncertainty. Technology's impact on the industry (starts at 30:58) Insights into how technological advancements are reshaping the mortgage industry, enhancing efficiency, and altering traditional business models. Doug's rate and market forecast (starts at 38:16) Doug provides his forecast for interest rates and housing market trends over the next few years, offering a realistic outlook for industry professionals. Soundbites "Every human being on the planet puts their head down every night on a piece of real estate somewhere. It's part of the human condition." — Doug Duncan "Understanding trends and momentum in the market is crucial for making strategic decisions." — Doug Duncan "It's not about predicting the future perfectly, but about being prepared and making informed decisions." — Doug Duncan About Doug Duncan Doug Duncan is Senior Vice President and Chief Economist at Fannie Mae where he is responsible for forecasts and analyses of the economy and the housing and mortgage markets. Doug also oversees strategic research regarding the potential impact of external factors on the housing industry. Named one of Bloomberg/BusinessWeek's 50 Most Powerful People in Real Estate and Inman News’ 100 Most Influential People in Real Estate, Doug is Fannie Mae's source for information and analyses on demographics and the external business and economic environment; the implications of changes in economic activity on the company's strategy and execution; and for forecasting overall housing, economic, and mortgage market activity. Doug is a Hoyt Professional Fellow at the Homer Hoyt Institute. He was chosen as the North...

In this episode of Batting 1,000, Dale Vermillion is joined by Brittany Hodak, an award-winning entrepreneur, customer experience speaker, and author of Creating Superfans: How To Turn Your Customers Into Lifelong Advocates. Brittany shares her journey from founding and scaling an entertainment startup to becoming a leading voice in customer experience. She discusses the key principles from her book, offering valuable insights on how to turn customers into superfans. The conversation covers strategies for creating memorable customer experiences, building authentic connections, and leveraging the power of storytelling in business. Subscribe to Batting 1,000 Apple Podcasts → bit.ly/3GTqzDb Spotify → bit.ly/3AZ7P1b Amazon Music → bit.ly/3u9xssu Google Podcasts → bit.ly/3VjQxEl In This Episode Creating Superfans Brittany introduces the concept of superfans and why they are vital for business success, emphasizing the need to go beyond customer satisfaction to create loyal advocates. The power of storytelling (starts at 8:12) Brittany discusses the importance of storytelling in building strong customer relationships and shares techniques for effectively incorporating storytelling into business practices. Authenticity in customer experience (starts at 15:34) The conversation explores how authenticity can transform customer interactions and lead to lasting loyalty, with Brittany providing practical tips for businesses to implement. Lessons from big brands (starts at 22:46) Brittany shares insights and lessons learned from working with some of the world's biggest brands, including Walmart, Disney, and entertainers like Katy Perry and Dolly Parton. Scaling customer experience (starts at 30:58) Strategies for scaling customer experience initiatives in growing businesses, ensuring that the personal touch isn't lost as the company expands. Soundbites "If you want customers for life, you need to create superfans." — Brittany Hodak "Authenticity unlocks the door to transformational customer experiences." — Brittany Hodak "Storytelling is the bridge that connects your brand to your customers’ hearts." — Brittany Hodak About Brittany Hodak Brittany Hodak is an award-winning entrepreneur, author, and customer experience speaker who has delivered keynotes across the globe to organizations including American Express and the United Nations. She has worked with some of the world’s biggest brands and entertainers, including Walmart, Disney, Katy Perry, and Dolly Parton. She founded and scaled an entertainment startup to eight figures before exiting, and she is the former Chief Experience Officer of Experience.com. Forbes said of her debut book, Creating SUPER Fans, “If you have customers, you need this book. Period.” Connect with Brittany Buy Brittany's book → amazon.com/dp/1774580780... Hire Brittany to speak → brittanyhodak.com/speaking/ Listen to Brittany's podcast → brittanyhodak.com/podcast/ Read the superfans blog →

What does it take to close nearly 700 loans in a single year without buying leads? Scotsman Guide Top Originator and Mortgage Champions advocate Kara Whitman shares her replicable formula on this episode of Batting 1,000 with her former coach, Dale Vermillion. Kara and Dale share a common commitment to putting others first, and to going the extra mile—in all things. It’s that shared commitment that has propelled both of them to not only becoming elite performers in heir respective roles, but helped them to live fulfilled lives dedicated to more than just business success. Don’t miss this uplifting, inspiring, and thought provoking conversation. Subscribe to Batting 1,000 Apple Podcasts → bit.ly/3GTqzDb Spotify → bit.ly/3AZ7P1b Amazon Music → bit.ly/3u9xssu Google Podcasts → bit.ly/3VjQxEl In This Episode The power of listening to understand Kara highlights the critical skill of listening to understand rather than just responding, which helps in forming solid connections and ensuring clients feel heard and valued. Maintaining a positive mindset (starts at 7:12) Kara shares her strategies for staying optimistic and energetic, even in challenging markets, emphasizing the importance of focusing on the positives and not getting bogged down by uncontrollable factors. Building a team for high-volume (starts at 14:09) Kara explains how she relies on a strong, collaborative team to handle high volumes efficiently while maintaining high standards and exceptional client service. Prioritization and time management (starts at 20:52) Kara offers insights into her approach to time management, emphasizing the importance of setting priorities and establishing routines to manage a demanding workload effectively. Creating long-term relationships (starts at 28:37) Kara discusses her focus on building long-term relationships rather than just completing transactions, ensuring clients have a positive experience and return for future needs. Nurturing client relationships (starts at 36:11) Kara details her approach to staying in touch with clients post-closing through regular, meaningful contact, which helps maintain strong relationships and encourages repeat business and referrals. Soundbites "People are trusting you with one of the largest financial decisions. Proving that you care through actions is crucial." — Kara Whitman "Listening to understand, not just to respond, is so important in building connections." — Kara Whitman "You have to prioritize, set boundaries, and be present both in your work and personal life." — Kara Whitman "Execution is key in today's competitive market; you can't afford to be lazy." — Kara Whitman About Kara Whitman Kara was born and raised in Maryland, right outside of DC and moved to Charlotte upon graduation to start a career as a Mortgage Banker. Kara has been with Wyndham Capital for over 10 years and is a constant overachiever. Kara is recognized as a Scotsman’s Guide top .01% originator leading the company with 658 loans in 2021 for $217,300,000 in volume. Kara graduated from Coastal Carolina University where she earned her degree in Business Finance and International Business Studies. When Kara is not in the office, she enjoys spending time...

On this episode of Batting 1,000 with Dale Vermillion, Dale is joined by a multi-sport, Division 1 athlete who's gone on to Cofound a cutting edge mental conditioning consultancy that is changing the way professionals think. Harry Wilson, big brother to NFL quarterback Russell Wilson, and CEO of Limitless Minds makes the case for every professional needs a game plan for adversity, and how learning to think neutrally is an indispensable tool not just for athletes, but every professional, partner, parent, and friend. Subscribe to Batting 1,000 Apple Podcasts → https://bit.ly/3GTqzDb Spotify → https://bit.ly/3AZ7P1b Amazon Music → https://bit.ly/3u9xssu Google Podcasts → https://bit.ly/3VjQxEl In This Episode Preparing for adversity (starts at 0:00) Harry emphasizes the necessity of being prepared for challenges before they arise, drawing on his personal experiences and professional insights. The essence of Neutral Thinking (starts at 7:34) Harry explains the concept of neutral thinking, developed by the late Trevor Moad, and how it can help individuals manage negativity and improve performance. Leveraging the power of language (starts at 12:57) Discussion on how the language we use affects our mindset and those around us, with practical advice on implementing a "negativity diet." Trending toward conscious competence (starts at 15:23) Harry outlines the framework of conscious competence and its relevance in achieving sustained success in any industry. Applying mindset training to mortgage (starts at 20:14) Real-world examples of how mindset training has impacted individuals and organizations, particularly in the context of the mortgage industry. The legacy of Trevor Moad (starts at 38:16) Harry reflects on the mentorship and lasting impact of his late co-founder, Trevor Moad, and the principles he imparted to Limitless Minds. Soundbites "You don't have to be sick to get better." — Harry Wilson "Adversity is not an if thing, it's a when." — Harry Wilson "The verbalization of negativity is what weaponizes it against you." — Harry Wilson About Harry Wilson After 12+ successful years as a leader, innovator, and visionary in the Biotech and Life Sciences industries and four years as a two-sport Division 1 athlete, Harry Wilson...

In this episode of Batting 1,000, Dale Vermillion hosts Garth Graham, Senior Partner at STRATMOR Group, to discuss the evolving landscape of the mortgage industry. With over 30 years of experience, Garth shares his insights on strategic investments, acquisition strategies, and the significance of the digital mortgage experience. They dive into the challenges and opportunities in today’s market, highlighting the importance of empathy, building relationships, and adapting to new trends. Subscribe to Batting 1,000 Apple Podcasts → https://bit.ly/3GTqzDb Spotify → https://bit.ly/3AZ7P1b Amazon Music → https://bit.ly/3u9xssu Google Podcasts → https://bit.ly/3VjQxEl In This Episode The evolution of digital mortgages (starts at 1:06) Garth discusses the inception of digital mortgages, recounting his pioneering work with mortgage.com and its lasting impact on the industry. Navigating a purchase-heavy market (starts at 3:45) Strategies for mortgage lenders to succeed in a market dominated by purchase transactions, focusing on understanding and addressing customer needs. The importance of empathy in lending (starts at 12:49) Garth emphasizes the role of empathy in building client relationships and enhancing customer satisfaction, particularly in a challenging market. Future trends in the mortgage industry (starts at 20:14) Insight into upcoming trends and the importance of staying ahead with technology and strategic thinking. Rethinking LO compensation (starts at 28:10) Discussion on how adjusting compensation models can better align with desired behaviors and outcomes in the mortgage industry. Resources Garth Graham’s article on HousingWire Soundbites "Purchase is about life, not about loans." — Garth Graham "Empathy is crucial in today’s purchase-heavy market." — Garth Graham "Focus on relationships, not transactions, to truly succeed." — Garth Graham About Garth Graham Garth Graham is a Senior Partner at STRATMOR Group, providing strategic advice to some of the largest independent and bank-owned mortgage lenders. With over 30 years of experience, Garth has managed two of the most successful e-commerce platforms and advised over 200 mortgage companies. He was a founder of mortgage.com, which pioneered the digital mortgage experience, and has been recognized by HousingWire as a “Tech Trendsetter.” Garth is an avid Michigan fan and a dedicated dog rescuer living in Fort Lauderdale, Florida. Connect with Garth Linkedin → linkedin.com/in/garthgraham Learn more about STRATMOR → stratmorgroup.com About Dale Vermillion Dale Vermillion, a renowned sales strategist and industry icon, has trained over 1,000,000 lending professionals and worked with over 600 organizations. He’s a 3x HousingWire Vanguard, a member of the 2022 Global Mortgage 100, and 2021 Mortgage Professional America Housing Industry Icon. Dale is the author of Navigating the Mortgage Maze and the founder of

Join Dale and Jake as they relive the best moments from Season 1 of Batting 1,000, including highlights from Dale's conversations with: S1 E01 Scott Payne, CEO & Founder of SDP Solutions Listen on Apple Podcasts | Spotify | Amazon Music S1 E02 Kirstin Messerli, VP Financial Services at Experience.com Listen on Apple Podcasts | Spotify | Amazon Music S1 E03 Clayton Collins, CEO at HousingWire Listen on Apple Podcasts | Spotify | Amazon Music S1 E04 Rob West, Host of MoneyWise Listen on Apple Podcasts | Spotify | Amazon Music S1 E05 Logan Mohtashami, Lead Analyst at HousingWire Listen on

It's official, Dale has been named one of the top 100 mortgage professionals in the world by Mortgage Professional America! This year's list features the best-of-the-best in our industry worldwide, having been limited to just former Global Mortgage 100 List members and the select crop of Housing Industry Icons—including Dale—recognized by MPA in 2021. So, we're taking just a minute to celebrate this incredible recognition for Dale and our team before turning our sights 100% onto producing another incredible season of content featuring exceptional guests like Garth Graham, Kara Whitman, and other heavy hitters. If you'd like to help us celebrate, consider sending Dale a message on social about how he's impacted your life or business. Message Dale on LinkedIn Message Dale on Facebook Tweet Dale Mentioned in this episode: Take the 2024 Loan Originator Survey by MGIC Have you taken the annual Loan Originators Survey yet? Our partners at MGIC are looking for your insights on the challenges and opportunities of the past year. The 10-minute survey closes June 30, and all participants will receive exclusive early access to the full survey report this fall. Just visit https://dalevermillion.com/mgic to participate.

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. Connect with Alex Kutsishin Connect with Alex on LinkedIn Explore Sales Boomerang's tools Connect with Dale Vermillion https://linktr.ee/dalevermillion Find this conversation valuable? Consider leaving a 5-star review on Apple Podcasts or Spotify. Every review helps us reach more professionals like you. Mentioned in this episode: Take the 2024 Loan Originator Survey by MGIC Have you taken the annual Loan Originators Survey yet? Our partners at MGIC are looking for your insights on the challenges and opportunities of the past year. The 10-minute survey closes June 30, and all participants will receive exclusive early access to the full survey report this fall. Just visit https://dalevermillion.com/mgic to participate.

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. Connect with Dave Savage Connect with Dave on LinkedIn Join the Mortgage Coach Facebook Group Explore Mortgage Coach's tools Connect with Dale Vermillion https://linktr.ee/dalevermillion Find this conversation valuable? Consider leaving a 5-star review on Apple Podcasts or Spotify. Every review helps us reach more professionals like you. Mentioned in this episode: Take the 2024 Loan Originator Survey by MGIC Have you taken the annual Loan Originators Survey yet? Our partners at MGIC are looking for your insights on the challenges and opportunities of the past year. The 10-minute survey closes June 30, and all participants will receive exclusive early access to the full survey report this fall. Just visit https://dalevermillion.com/mgic to participate.

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. In this Episode Dale and Barry discuss… Connect with Barry Habib Save 40% on MBS Highway with code EVENT Connect with Barry on LinkedIn Connect with Barry on Twitter Become a Certified Mortgage Advisor Connect with Dale Vermillion https://linktr.ee/dalevermillion Find this conversation valuable? Consider leaving a 5-star review on Apple Podcasts or Spotify. Every review helps us reach more professionals like you. Mentioned in this episode: Take the 2024 Loan Originator Survey by MGIC Have you taken the annual Loan Originators Survey yet? Our partners at MGIC are looking for your insights on the challenges and opportunities of the past year. The 10-minute survey closes June 30, and all participants will receive exclusive early access to the full survey report this fall. Just visit https://dalevermillion.com/mgic to participate.

Now’s the time to learn how to adapt your business strategies to navigate today's market and prepare for future success no matter what comes your way. Join Mortgage Champions, in partnership with ICE Mortgage Technology, for expert advice on how to navigate the mortgage business during times of change. Tune in to hear from long-time friends and industry leaders, Dale Vermillion, CEO of Mortgage Champions, and Kevin Peranio, Chief Lending Officer, PRMG as they discuss their passion for helping people achieve the dream of homeownership, their top tips to find motivation and achieve success in today’s housing landscape, and expert advice on how to continue growing in 2023. Enjoy this conversation? Leave a 5-star review in your favorite podcasting app. Mentioned in this episode: Take the 2024 Loan Originator Survey by MGIC Have you taken the annual Loan Originators Survey yet? Our partners at MGIC are looking for your insights on the challenges and opportunities of the past year. The 10-minute survey closes June 30, and all participants will receive exclusive early access to the full survey report this fall. Just visit https://dalevermillion.com/mgic to participate.

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. In this Episode Dale and Katie discuss… Soundbites “Leveraging [technology] to be able to do more in a more effective manner, or to create a better experience than what you can offer today, doesn't mean that you can't or shouldn't be involved. You have to still be involved. You're the person that they trust. They don't trust the computer. They trust you." — Katie Sweeney “If you have something to share, or you have the ability to impact the conversation, or there's something powerful that's not being discussed... pipe up! Let somebody know. And speak so confidently, because you wouldn't have been invited and you wouldn't have been included if you weren't supposed to be there." — Katie Sweeney Connect with Katie Sweeney Connect with Katie on Linkedin Learn more about AIME Apply for the Women in Mortgage Grant Program Connect with Dale Vermillion https://linktr.ee/dalevermillion Find this conversation valuable? Consider leaving a 5-star review on Apple Podcasts or Spotify. Every review helps us reach more professionals like you. Mentioned in this episode: Take the 2024 Loan Originator Survey by MGIC Have you taken the annual Loan Originators Survey yet? Our partners at MGIC are looking for your insights on the challenges and opportunities of the past year. The 10-minute survey closes June 30, and all participants will receive exclusive early access to the full survey report this fall. Just visit https://dalevermillion.com/mgic to participate.

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. In this Episode Dale and Will discuss… Soundbites “As companies transition from refinance to purchase, they will often have the same experience, the same journey, the same best practices... and that's a different kind of consumer with different goals in mind.” — Will Adams “When volume was high and competition was low, we saw conversion ratios really cluster together. Certainly some lenders converted better than others, but they were all fairly close. But....we're starting to see some companies—based on their strategy, based on perhaps their technology, based on their loan officers—be able to really thrive in this market and steal share.” — Will Adams “At LendingTree, we've been able to segment different types of consumers based on their probability of closing so that lenders will have more options in choosing which exchange—which product—that they want, based on expected conversion ratios and a price point that makes sense for them.” — Will Adams Connect with Will Adams Connect with Will on Linkedin Explore partnership with LendingTree Earn or renew your LendingTree Certification Connect with Dale Vermillion https://linktr.ee/dalevermillion Find this conversation valuable? Consider leaving a 5-star review on Apple Podcasts. Every review helps us reach more professionals like you. Mentioned in this episode: Take the 2024 Loan Originator Survey by MGIC Have you taken the annual Loan Originators Survey yet? Our partners at MGIC are looking for your insights on the challenges and opportunities of the past year. The 10-minute survey closes June 30, and all participants will receive exclusive early access to the full survey report this fall. Just visit https://dalevermillion.com/mgic to participate.

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. In this Episode Dale and Logan discuss… Soundbites “Two things I've always said: economics, if it's done right, should be very boring and you always want to be the detective not the troll. ” — Logan Mohtashami “The consumer is in really good shape. We see it in FICO scores, cashflows, and every single data line. The American homeowner has never looked better on paper.” — Logan Mohtashami “if you look at economic data currently, we've had the hottest economic growth in decades. We've had the hottest inflationary data in decades. If we were just basing off of that, mortgage rates would be 6.5-7%. Today, right now, the tenure yield would be over 5%, actually over 5.25%. That's not happening. We are still under 2% on the 10 year yield because it respects the downtrend in the bond yield.” — Logan Mohtashami Connect with Logan Mohtashami Connect with Logan on Linkedin Follow Logan on Twitter Read Logan's work on HousingWire.com Subscribe to HousingWire Plus (HW+) Attend a HousingWire Event (Live & On-Demand) Connect with Dale Vermillion https://linktr.ee/dalevermillion Find this conversation valuable? Consider leaving a 5-star review on Apple Podcasts. Every review helps us reach more professionals like you. Mentioned in this episode: Take the 2024 Loan Originator Survey by MGIC Have you taken the annual Loan Originators Survey yet? Our partners at MGIC are looking for your insights on the challenges and opportunities of the past year. The 10-minute survey closes June 30, and all participants will receive exclusive early access to the full survey report this fall. Just visit https://dalevermillion.com/mgic to participate.

Host of the nationally-syndicated show, MoneyWise and cofounder of the 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 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. In This Episode Dale and Rob discuss… Soundbites “In my experience, every financial planner, and this was certainly true for me, needs a trusted mortgage professional that they have confidence in because this is let's be honest, the largest transaction their clients will ever have, and they don't want to hand them off to anybody. And so having that relationship is key.” — Rob West “focus on only what you can do and where you can add the most value to your business and still be able to win at work and succeed at life. A lot of people will do one and forsake the other. I believe you can do both.” — Rob West “It can have a tendency to become the end. Right? Money is the aim. It's no longer the tool to accomplish what I believe I'm supposed to accomplish. And when it becomes the end in and of itself, which is not its proper role, it has a grip on our lives that can be really unhealthy. And generosity, the act of holding it loosely, and giving generously to participate in the lives of helping others just brings not only incredible joy but also it loosens the grip of money over your life so you can live with freedom and contentment and joy.” — Rob West Connect with Rob West Connect with Rob LinkedIn Listen to MoneyWise Download the MoneyWise App Join a Kingdom Advisors Study Group Connect with Dale Vermillion https://linktr.ee/dalevermillion Find this conversation valuable? Consider leaving...