Now more than ever, capital markets represent a vital area for local lenders to pursue better accuracy, improved economics, and more competitive rates. In this special episode, we sit down with Sadie Gurley, VP & GM of Maxwell Diligence and the newly launched Maxwell Capital solution, offering expanded access to the secondary market for lenders serving America's communities. Sadie uses her extensive experience in the mortgage industry to lay out exactly what local lenders need to compete in today's market, including streamlined processes, decreased trading time, and a better secondary market experience for lending teams and borrowers.

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022: Reinventing the Secondary Market for Local Lenders (w/ Sadie Gurley, GM Maxwell)

On this episode of Clear to Close, we sit down with Sarah Gonzalez, COO of First Guaranty Mortgage Corporation (FGMC) and recent HW Vanguard winner, to discuss how leadership practices can dramatically impact mortgage companies. Sarah shares what makes her so passionate about great leadership and how FGMC uses innovative practices to build a culture of excellence and ownership. Tune into this episode for actionable tips from a progressive industry leader on how to boost employee retention, team creativity, and ultimately business results.

021: Leading a team to generate amazing results w/ Sarah Gonzalez

On this episode of Clear to Close, we put down our Margaritas and end our summer break early to have a discussion around job potential and career pathing in the industry. We cover everything from how leaders should be approaching moving talent in their organizations and the leadership style required to Brian's foray into SciFi and Alan's calculations on calories needed to ski across Antarctica. Enjoy!

020: Career Variety in the Mortgage Industry

Today’s purchase-heavy market is here to stay for the foreseeable future. For lenders, that means real estate agents hold the keys to prospective borrowers. In our latest episode, we sit down with long-time real estate agent and author Mindy Jensen to learn how lenders can grow their referral networks and keep the volume flowing. Mindy dives deep into real-world best practices and gives honest advice that both new and experienced lending professionals can use to earn the coveted title of “go-to lender.”

019: How To Become The Go-To Lender For A Top Real Estate Agent

On today's episode, we sit down with NEXT Mortgage Events Co-founders Jeri Yoshida and Molly Dowdy to discuss the changing role of women in the industry. Learn why Jeri and Molly launched NEXT and its growing impact, from increasing visibility for underrepresented groups to flipping the industry conference format on its head. For entertaining stories and thought-provoking takeaways, don’t miss this one!

018: Building a More Inclusive Industry One Event At a Time (w/ Jeri Yoshida & Molly Dowdy)

Capital markets are a critical part of the mortgage industry. You’re probably generally familiar with the term and likely know it’s a department in your company. At the same time, you may not realize the important role it plays in a lender’s profitability and a borrower’s ability to get into their new home. In our latest episode, we sit down with industry veteran and self-proclaimed “capital markets guy” Rob Chrisman to give our audience an easy-to-understand introduction to capital markets. Plus, enjoy some great analogies where hosts Bryan and Alan are cast as gas station business owners at 10,152 feet on your way to understanding this vital mortgage industry topic.

017: Intro to Capital Markets (w/ Rob Chrisman)

In this episode, we sit down with NexLevel Advisors Founder and industry vet Michael Hammond to discuss the surprising returns that sharing and being open in the mortgage industry can bring to your brand and your business. The marketing game is changing, and consumers have new expectations for the people and companies they work with. Learn how a sharing mindset can help you create a stand-out brand relevant to today's customers in this insightful conversation.

016: How to Boost Your Brand with a Sharing Mindset (w/ Michael Hammond, Founder NexLevel Advisors)

On today's episode we sit down with Kevin Peranio, Chief Lending Officer at PRMG, and pick his brain on how he approaches business problems, his focus on building for the long term, what giving looks like in the industry, and even a little caffeine advice. Enjoy!

015: Building A Company For the Long-term (w/ Kevin Peranio, CLO PRMG)

On episode 14, we sit down for a roundtable discussion, joined by Maxwell Director of Content Allison Leung. Today's topic? 2021 mortgage lending resolutions. Right now, you might finally have time to take a breath as this crazy year comes to a close. That makes it the perfect opportunity to start preparing for how you'll grow (and thrive) in 2021. Join us as we discuss the top 5 things every lender needs to be considering as we head into the new year. Listen now!

014: 2021 Mortgage Lending Resolutions

On this episode, we sit down with Kristin Messerli, Founder of Cultural Outreach and next gen homebuyer guru. She recently released her insightful Next Gen Homebuyer Report, and today, we chat about its results and implications for lenders across the country. It’s long been theorized that millennials either aren’t interested in homeownership or lack the finances to make the purchase. In reality, this generation now represents the biggest cohort of home buyers—a trend only predicted to grow. Join us as we dispel the myths and dig into the truth about how millennials are approaching homebuying. From their buyer behaviors to their financial decisions during this year’s pandemic, there’s a lot to learn about this generation’s unique needs as first-time home buyers. By investing in this generation’s financial literacy and gaining their trust, lenders can hope to gain the business of the largest home-buying group in history. This is a timely conversation you won’t want to miss. Enjoy!

013: Becoming a Go-to Lender for New Homebuyers (Ft. Kristin Messerli, Founder Cultural Outreach)

Unless you’ve been living under a rock, you know times are crazy right now—from a global pandemic and unprecedented economic environment to a contentious election season and interest rates spurring more loan volume than many lenders have seen in decades. In times like this, it’s tempting to go into execution mode and focus purely on the day-to-day. Still, despite chaos and unpredictability, the best lenders are refocusing their businesses, aligning their resources and skills, and doubling down on their strengths. How do they manage this? We sit down with Maxwell’s CEO and Co-Founder John Paasonen to discover why finding and committing to your core competencies is critical to your long-term success, perhaps now more than ever.

012: Discovering Your Core Competency (Ft. John Paasonen, CEO & Co-Founder Maxwell)

We encourage all of our listeners to read Mr. Rothstein's book. Purchase The Color of Law: A Forgotten History of How Our Government Segregated America  here.

011: A Forgotten History- How the Gov’t Segregated American Neighborhoods (Feat. Richard Rothstein, Author of "The Color of Law")

Today on the pod, Alan and Bryan sit down with Spruce CEO Patrick Burns to talk about technology adoption in the mortgage industry and how COVID-19 is impacting mortgage tech adoption.

010: Technology Adoption in the Mortgage Industry (Feat. Patrick Burns, CEO, Spruce)

On today's episode, we throw it back to TMC's Winter Conference in New Orleans back in February when we sat down with American Pacific Mortgage's Kurt Reisig to talk about the evolving role of the loan officer and how mortgage professionals can learn to think like an executive to extend their career potential.

009: Thinking Like an Executive (Feat. Kurt Reisig, American Pacific Mortgage)

On today's bonus episode and first LIVE recording of Clear to Close, we're joined by Tyler Johnson (Business Development Manager, Prosperity Home Mortgage) and Mike Brouwer (Chief Customer Officer, Maxwell) to talk all about how to lead a remote sales team. This was a happy hour episode, so get your drinks ready ?

008: Leading a Remote Sales Team feat. Tyler Johnson & Mike Brouwer (LIVE Happy Hour Bonus Episode)

Each episode of Clear to Close is a deep dive into topics impacting mortgage and real estate professionals. We’ll be sitting down with industry thought leaders and seasoned mortgage pros to challenge our assumptions and go beyond surface-level discussions for a no-BS view of the issues impacting the industry.

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