Strategies to Improve Retail Mortgage Production

In a challenging lending environment marked by tight margins and evolving market demands, mortgage leaders are under pressure to drive performance and deliver results. This webinar offers a data-driven roadmap for improving retail mortgage production through smarter sales execution and targeted team development.

Join MBA Education and industry experts as they explore how to leverage performance analytics to unlock sales efficiency, elevate mid-level producers, and build a high-performing sales culture. Panelists will share practical strategies for identifying top loan officer traits, streamlining activities for greater ROI, and aligning coaching practices with the demands of 2025's lending landscape. Walk away with actionable insights to strengthen your salesforce and stay competitive in today's dynamic market.

Date/Time:

• Thursday, June 5 (2:00 PM - 3:00 PM ET)

Objectives:

• Interpret and apply key sales performance data to make smarter, faster decisions that improve retail mortgage production
• Identify inefficiencies in the sales process and implement strategies that increase loan officer productivity without increasing overhead
• Develop coaching strategies to elevate mid-level performers, helping the "middle 60%” of your team move into top-tier production
• Define the profile of a successful modern loan officer, including the behavioral traits, sales mindset, and skills needed to succeed in today’s market
• Align recruiting, onboarding, and development practices with the evolving demands of the mortgage industry to future-proof your sales team

Target Audience:

• Branch Managers
• Finance and Accounting Professionals
• Strategy Professionals
• HR Professionals
• CEOs, COOs

Experience Level:

• Intermediate
• Advanced 

Speaker(s):

• Moderator: Pat Sherlock, President, QFS Sales Solutions
• Greg Sayegh, Chief Strategy Officer, Ingenius
• Jon Overfelt, Owner & Director of Sales, American Security Mortgage
• Randell Gillespie, President, LeaderOne Financial