Powerhouse panel breaks down the key steps to reaching $100M milestone in annual loan volume
BOULDER, Colo., January 10th, 2017 —Floify, the leading provider of mortgage automation software, is teaming with mortgage industry experts to host a webinar 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, will break down the path from $10M to $30M to $90M in annual loan volume and 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. Moderated by Floify’s Chief Marketing Officer, Holly Hamann, this expert panel will share:
- The stages of LO business growth and how to assess which stage you are in.
- 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.
About The Panelists
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 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 is 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 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.
Floify (floify.com) is a mortgage solutions SaaS platform that streamlines the mortgage process by providing a secure communication and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan Originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is privately held.