Sales and Marketing Webinars
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Sales Power Weekly: Keeping Business Personable
During today’s Sales Power Weekly call, we heard from special guest Steve with Podium1 Racing! We got to see video recaps of live simulators Steve has built, and talked through business strategies, such as making business personable.
Lender For Life: Turn Renovation Loans Into Your Next Loan Strategy
We’re excited to welcome special guest Chris Gary, VP of Renovation & Construction Lending, for a conversation that will open the door to new opportunities with both clients and referral partners.
Sales Power Weekly: Industry Strategies and Approaches for Success
During today’s Sales Power Weekly call, we heard from my wonderful mother, Jo Ann, on her insight on how the mortgage business has continued to evolve. We also heard from Melissa Camras on her strategic approaches as someone who switched career fields, and has found quick success in the mortgage industry.
Sales Power Weekly: Insight with Susan Stewart and Kerry Dannenberg
During today’s Sales Power Weekly call, our CEO, Susan Stewart, and President, Kerry Dannenberg, shared insights on current refinancing opportunities and outlined important upcoming updates.
Lender For Life: Homebot: Features For Your Benefit!
On this Lender for Life Series call, we had a knowledge-packed call with Homebot expert Connor Parsons. He provided a detailed walk-through to encourage the use of some of the proactive measures available within Homebot, and to help you strengthen and build your agent network!
Sales Power Weekly: Zavvie Program Info & Relationship Building
On today’s Sales Power Weekly call, we spoke with Zavvie Account Manager Blake Valum. Scott Story, our Sales Manager from Maryland, also joined us to share his philosophy on strengthening his business and the importance of building relationships.
Sales Power Weekly: FinCEN, Relationships & Medical Pros
In today’s Sales Power Weekly call, we spoke with three great guests: attorney Blake Reynolds, who shared insights on FinCEN real estate reporting and geotargeting; Chad Wilhelm, who discussed the importance of relationships; and Brian Picker, who spoke about the Medical Professionals Program.
Lender For Life: VA Home Loans As a Growth Strategy
If VA isn’t a consistent part of your business yet, this is a great opportunity to rethink that. VA loans can be a strong way to grow your production, stand out with referral partners, and better serve a loyal borrower group.
Sales Power Weekly: Staying Consistent and Present
In today's Sales Power Weekly call, we talked through helpful pointers and also heard from Sharon Generotti and Jason Cree on the importance of staying in front of clients.
Sales Power Weekly: Insight That Wins
In today's Sales Power Weekly call, we heard from Matt Borgerson from our Bethesda branch. This call was packed with helpful insight, approach and knowledge from his perspective.
Sales Power Weekly: Stand Out, Gain Big
In today's Sales Power Weekly call, we heard from Real Estate Trainer and Speaker Jared James on the importance of approach and standing out from competitors. You won't want to miss this knowledge-packed call!
Sales Power Weekly: Finding Solutions for Your Clients
In today's Sales Power Weekly call, we heard from Lindsey Augustine, Amanda Sessa, and Mark Baker on topics such as refinancing and prepping for sales calls with a quick five-minute plan.
Sales Power Weekly: The Power of Databases
In today's Sales Power Weekly call, we heard from Dean Riddell, Mike Thomas, and John Snider on the importance and power in utilizing databases to promote business efficiency.
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.