The Path To $100M in Loan Volume (white paper)

The Path To $100M in Loan Volume (white paper)

Floify, the leading provider ofmortgage automation softwarehas teamed with mortgage industry experts to develop a white paper that teaches loan officers and branch managers the step-by-step path to growing annual loan volumes to $100M. Top-performers and industry coaches Lisa Wells and Andy Zemon, who drive a combined $120m in annual loan volume, break down the path from $10M to $30M to $90M in annual loan volume. In addition, they reveal how success is achieved through replicable methods and process, not by working harder.

“The largest predictor of LO success is how well a team understands the growth impact of skill sets, leadership, culture, and systems, their order of importance, and when to focus on each,” stated Lisa Wells, Branch Manager at Waterstone Mortgage. Co-authored by Floify’s Chief Marketing Officer, Holly Hamann, this expert panel will cover:

  • The stages of LO business growth and how to assess which stage you are in. (Hint: it’s not about loan volume or how many hours you work.)
  • Why culture, hiring, and systems are critical areas to master
  • How business priorities shift with each stage
  • The one thing you need to be doing for your business right now


Lisa Wells

Lisa is a Loan Officer and Branch Manager for Waterstone Mortgage and has been an influencer and thought leader in the mortgage industry for 19 years. Her expertise in mortgage lending and business leadership has put her business on track to achieve $90 million in annual loan volume. Lisa coaches elite members of The CORE Training, a business coaching company that trains and mentors top-producing Loan Officers from all over the country. Lisa’s experience, reputation, and firm belief that success can be achieved by anyone have led her to become a coach for some of the top loan officers in the country.

Andy Zemon

Andy is a Sales Manager and Loan Officer with Waterstone Mortgage and is also a member of the elite coaching group, The CORE Training, which only accepts the top 1% of mortgage professionals in the country. In addition to running his own mortgage team, Andy uses a career of business and financial expertise to lead seminars for other business owners looking to grow their success to the next level. Andy has a degree in Consumer Affairs and gives over 1,000 hours each year to his community as a Volunteer Fire Fighter.

Holly Hamann

Holly serves as Floify’s CMO and has 18 years’ experience helping businesses leverage content marketing and digital strategies to accelerate growth. She has helped launch and scale six tech companies and specializes in helping companies evolve from “start-up” to “emerging company” to “corporate enterprise”. Holly is a public speaker and contributing writer on entrepreneurship Huffington Post, Fast Company, and Chief Marketer Mag. She has a degree in Mathematics and is an American Marketing Association “Marketer of the Year” recipient.