Sales and Marketing Webinars
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Sales Power Weekly: Market Updates & Utilizing Programs
In today's Sales Power Weekly call, we heard from Kerry Dannenberg on industry and company updates, and utilizing AI as a beneficial tool. We also heard from Nicki Strickland and Pam Griffin on taking advantage of available programs.
Sales Power Weekly: Industry Passion and Trust
In today's Sales Power Weekly call, we heard from our COO, Steve Remington, on passion and building trust with clients within the mortgage industry. Click here to read the article he mentioned on the call, "Mortgage Customer Satisfaction Surges as Originators Adopt Advisory-Style Approach to Lending, J.D. Power Finds."
Sales Power Weekly: Utilizing Spring EQ
In today's Sales Power Weekly call, special guest Liam Greitzer with Spring EQ demonstrated scenarios and answered many insightful questions. Brad Poe also spoke on his experience with utilizing Spring EQ.
Lender For Life: Turning OSI Express into a Referral Engine
In this next Lender for Life session, we’re diving into OSI Express — and it’s way more powerful than just creating an open house flyer. Learn four simple strategies that turn OSI into a real referral engine: co-branded buyer resources, social media shortcuts, agent intro packs, and MLS listing triggers that make you the first LO an agent hears from. You’ll walk away with plug-and-play tactics you can use this week to get in front of more agents and more buyers.
Sales Power Weekly: Market Insight
In yesterday’s Sales Power Weekly call, Jesse Garza presented on important updates and current news regarding the mortgage market. You won't want to miss this knowledge packed call!
Sales Power Weekly: Knowing Your Database
In today’s Sales Power Weekly call, Realtor and podcast host Ricky Carruth shared his market expertise, and how to better understand your database of loyal clients and future prospects.
Lender For Life: Make the Holidays work for you!
The holidays are the ideal time to connect with clients, show appreciation, and stay top-of-mind while setting up a strong start to 2026. Join our Lender for Life session for fresh holiday marketing ideas, ready-to-use templates, and strategies to help you stay visible while others go quiet.
Sales Power Weekly: In-Person Interaction is Key!
In today’s Sales Power Weekly call, Realtor Kate Webster shared what her daily schedule looks like as she prioritizes building in-person relationships and meaningful connections with her clients. Kate specializes in helping her clients find the right home in Nashville’s most walkable neighborhoods, bringing a personal touch to every step of the process.
Sales Power Weekly: Making a Difference
In today’s Sales Power Weekly call, special guest Dave Savage, founder and CEO of Mortgage Coach, shared his background on how he got into the mortgage business.
Lender For Life: Leverage a Digital Business Card App
Discover how to turn everyday interactions into warm leads with CardTapp, the personalized digital app that keeps you connected, tracks engagement, and delivers instant value. Learn how top producers use CardTapp’s branded app, lead alerts, and co-branding tools—plus how to get started.
Sales Power Weekly: Integrating Resources
In today’s Sales Power Weekly call, Dean Sargent introduced two of our new hires — Emily Johnson and Jessica Kephart. They shared their experience and strategies while attending open house events.
We also looked into an advanced ChatGPT tool that allows you to conversate live with an AI assistant. You won't want to miss this!
Sales Power Weekly: Tools and Strategies
In today’s Sales Power Weekly call, we heard from Matthew Tenney, Dean Riddell and Kari Story about strategies they each integrate into their daily routines.
Lender For Life: 3rd Quarter Recap and Drawing
In this session, we recap the 3rd Quarter Sales & Marketing Challenge, announce the $2,000 prize winner, and hear directly from top-performing loan officers about the strategies that drove their success. It’s a chance to celebrate wins, learn what’s working in the field, and gather fresh ideas to apply in your own business.
Lender For Life: How to Plan an Unforgettable Appreciation Event
Client appreciation events are a great way to build loyalty and generate referrals. Join tomorrow’s Lender for Life session to learn how to plan impactful, budget-friendly events, partner with referrals, boost turnout, and follow up effectively—plus hear real success stories from top Loan Officers.
Sales Power Weekly: Rates & Relationships
In today's Sales Power Weekly call, Jesse Garza presented information about the current market and rates, while Renee Goodrich shared how she has used phone calls to promote business and build relationships.
Lender For Life: Master the Power of Video with BombBomb
Video is one of the fastest ways to build trust and stand out in today’s market. In this session, we’ll show you how to put BombBomb to work in your business so you can connect more personally, scale more effectively, and build relationships that close more loans.
Sales Power Weekly: Connecting with Agents
In today's Sales Power Weekly call, we heard from guest speaker Chadd Bobo with Landvoice, Lara Long, and Jason Cree. They each shared insightful tips on how to strategically connect with agents.
Sales Power Weekly: Why SWBC Mortgage Stands Out
In today's Sales Power Weekly call, we heard from Mark Baker, Rick Trott, and Tim Whittier. They shared what sets SWBC Mortgage apart from other competitors in company culture, drive, and success.
Lender For Life: How to Leverage Yext to Boost Your Online Presence
Understand Yext Listings and Reviews, why responding to Google Reviews matters, how to navigate your Yext Account Dashboard, monitor and respond to Google Reviews, measure your success with analytics, and how to access support in the Yext Platform,
Sales Power Weekly: Best of the Business
In today's Sales Power Weekly call, we heard from top producer Kelli Broadbent! We also heard a live review from a client who valued Kelli's expertise and service throughout their first-time homebuying process.
Sales Power Weekly: Beneficial Business
In today's Sales Power Weekly call, we heard from Amanda Sessa and Melissa Camras on their strategic approaches to promote business and client retention.
Lender For Life: How to Leverage Partner Intel to Drive Referrals
Learn how to get real-time notifications on your favorite real estate agents’ activity, spot agents who are already using Homebot and need a co-sponsor, target top-producing buyer agents in offices where you have relationships, and track upcoming open houses from key brokerages in your market.
Sales Power Weekly: 08.06.25
In today's Sales Power Weekly call, we heard a few ways people are integrating AI tools into their daily routines to build new business strategies.
Sales Power Weekly: Service & Connection Create Value!
In today's Sales Power Weekly call, we heard from Cindy Ertman on the key to success in the mortgage industry: connection and service create value. She also spoke on the importance of taking initiative with referral partners to promote more business partnerships.
Lender For Life: Key Client Lists in Homebot
Learn how to harness Homebot’s Key Client Lists to build a laser‑focused call list. Stop digging through your CRM like it’s a haystack—find your hottest past clients and top prospects in seconds. Connect at exactly the right moment to close more loans without waiting on agent referrals.
Sales Power Weekly: Value of Reputation
In today's Sales Power Weekly call, we heard from Kevin Handerhan and Dean Riddell on the importance of staying in touch with clients to enhance retention and promote your business reputation.
Sales Power Weekly: Grit and Core Values
In today's Sales Power Weekly call, we heard from Sales and Leadership Coach Tony Hagelgans as he shared his best tips for navigating and succeeding in the mortgage industry.
Sales Power Weekly: Expert Knowledge & Strategy
In today’s Sales Power Weekly call, we heard from Becky Padilla, Mark Baker, Brian Picker, Chad Wilhelm and guest Brady Jeffries. They each delivered expert knowledge to promote better business strategy.
Sales Power Weekly: Indy Car Talk!
In today's Sales Power Weekly call, we heard from Mark Baker and Greg Goodman as they shared their experiences with VintageIndy cars and Indy500 events.
Sales Power Weekly: Showing Up Matters
In today's Sales Power Weekly call, we heard from Mark Baker, Brian Picker and Dan Doherty. They each touched on the difference you can make by simply showing up and offering support.