Batting 1,000 with Dale Vermillion

Dale Vermillion

Join award-winning sales expert Dale Vermillion every month for high-impact conversations with real estate's heaviest hitters. This podcast is for every originator, processor, and real estate agent looking to gain an upper hand in their business. From sales strategy to business development to personal branding, listeners will learn how to remain at the top of their field by honing their craft with proven best practices developed by the very best.

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Top 10 Batting 1,000 with Dale Vermillion Episodes

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The shakeout for market share with Will Adams

Batting 1,000 with Dale Vermillion

04/27/22 • 6 min

Enjoy a sneak peek of Dale's soon-to-be released conversation with Will Adams, SVP, Head of Sales at LendingTree.

Mentioned in this episode:

Relive Season 1 of Batting 1,000

If you missed some of the season—don’t worry! We’ll be sharing highlights from these conversations and others during our upcoming Season 1 Replay, where we’ll listen to and dissect our favorite moments from all of Season 1, before we enjoy a brief off-season ahead of Season 2. Speaking of which, we need your help to build our line-up.

04/27/22 • 6 min

Breaking down the 2022 market with Barry Habib

Batting 1,000 with Dale Vermillion

03/04/22 • 40 min

Relive Mortgage Champions Founder & CEO, Dale Vermillion, and MBS Highway Founder & CEO, Barry Habib's freewheeling conversation on the 2022 mortgage and real estate markets.

From breaking down the major stories from 2021, to forecasting the trends that will define the 2022 market, Dale and Barry share their personal insights into the challenges—and opportunities—that will make and break producers over the coming year

Connect with Barry Habib

Connect with Barry on LinkedIn

Learn more about MBS Highway

Become a Certified Mortgage Advisor

Connect with Dale Vermillion

https://linktr.ee/dalevermillion

Find this conversation valuable?

Consider leaving a 5-star review on Apple Podcasts. Every review helps us reach more professionals like you.

Podchaser Show ID: 320ho9eLC2D5Qe1La0dG

03/04/22 • 40 min

HousingWire's 2022 Economic Forecast with Logan Mohtashami

Batting 1,000 with Dale Vermillion

03/01/22 • 23 min

A highly-regarded financial analyst, influencer, and the Lead Analyst for HousingWire, Logan Mohtashami is a recurring guest on Bloomberg Financial and has spoken at numerous economic conferences, include Americatlyst and the California Association Of Realtors.

Logan’s astute analysis of economic data and years of direct lending experience allows him to present a unique, informed, and unbiased perspective on the financial markets.

Perhaps best known for his prescient forecasts on the state of the housing market and mortgage rates, Logan's insights are invaluable as the market continues to experience record volatility headed into 2022 and beyond.

In this Episode

Dale and Logan discuss...

Logan's start in finance and real estate, background in mortgage origination, and the story behind his rise to become HousingWire's Lead Analyst
Why the bond market and, specifically, the 10-year Treasury yield are Logan's preferred tools for forecasting mortgage rates
Why Logan believes mortgage rates could end the 2022 below 3%, and what to expect for the rate range throughout the year
Why Logan and Dale agree that while tempered by higher rates, buyer demand will not crash and home values will continue to hold across the nation
Why the American home buyer is stronger today than ever before and what that means for mortgage demand in 2022 and beyond

Soundbites

“Two things I've always said: economics, if it's done right, should be very boring and you always want to be the detective not the troll. ” — Logan Mohtashami

“The consumer is in really good shape. We see it in FICO scores, cashflows, and every single data line. The American homeowner has never looked better on paper.” — Logan Mohtashami

“if you look at economic data currently, we've had the hottest economic growth in decades. We've had the hottest inflationary data in decades. If we were just basing off of that, mortgage rates would be 6.5-7%. Today, right now, the tenure yield would be over 5%, actually over 5.25%. That's not happening. We are still under 2% on the 10 year yield because it respects the downtrend in the bond yield.” — Logan Mohtashami

Connect with Logan Mohtashami

Connect with Logan on Linkedin

Follow Logan on Twitter

Read Logan's work on HousingWire.com

Subscribe to HousingWire Plus (HW+)

Attend a HousingWire Event (Live & On-Demand)

Connect with Dale Vermillion

https://linktr.ee/dalevermillion

Find this conversation valuable?

Consider leaving a 5-star review on Apple Podcasts. Every review helps us reach more professionals like you.

Mentioned in this episode:

Relive Season 1 of Batting 1,000

03/01/22 • 23 min

Is the crash coming? with Logan Mohtashami

Batting 1,000 with Dale Vermillion

03/01/22 • 5 min

Enjoy a sneak peek of Dale's soon-to-be released conversation with Logan Mohtashami, Lead Analyst at HousingWire.

Mentioned in this episode:

Relive Season 1 of Batting 1,000

03/01/22 • 5 min

Creating margin in your business, finances and life with Rob West

Batting 1,000 with Dale Vermillion

01/31/22 • 24 min

Host of the nationally-syndicated show, MoneyWise and cofounder of the MoneyWise App, Rob West has helped millions take control of their personal finances and invest in a better, sounder future for themselves and their loved ones.

Having personally grown a team of wealth advisors to prominence, Rob West was invited to swerve as the President of Kingdom Advisors in 2003, a growing community of like-minded financial planning professionals committed to helping their clients not only become financially independent, but manage their growing wealth in alignment with their deepest-held values.

Well spoken, thoughtful, and generous as they come, it’s no surprise that Rob West has played a significant role in inspiring a new generation of entrepreneurs, investors, and everyday professionals committed to serving their families, communities, and the larger world.

In This Episode

Dale and Rob discuss...

The four big ideas of wealth management: money to live on, money to give, money that’s owed, and money to grow
The importance of having a plan in place for unexpected financial turbulence
The impact finances have on relationships, and the importance of being financially transparent with our loved ones
The benefits of a financial planning approach that prioritizes values-matching
Synergies between mortgage and personal finance professionals in serving consumers
Opportunities for growing your portfolio of referral sources amongst personal finance professionals
Developing healthy life rhythms to balance personal and professional goals
Rob’s closest mentors and the impact Kingdom Advisors founder Ron Blue, has had on his life and career

Soundbites

“In my experience, every financial planner, and this was certainly true for me, needs a trusted mortgage professional that they have confidence in because this is let's be honest, the largest transaction their clients will ever have, and they don't want to hand them off to anybody. And so having that relationship is key.” — Rob West

“focus on only what you can do and where you can add the most value to your business and still be able to win at work and succeed at life. A lot of people will do one and forsake the other. I believe you can do both.” — Rob West

“It can have a tendency to become the end. Right? Money is the aim. It's no longer the tool to accomplish what I believe I'm supposed to accomplish. And when it becomes the end in and of itself, which is not its proper role, it has a grip on our lives that can be really unhealthy. And generosity, the act of holding it loosely, and giving generously to participate in the lives of helping others just brings not only incredible joy but also it loosens the grip of money over your life so you can live with freedom and contentment and joy.” — Rob West

Connect with Rob West

Connect with Rob LinkedIn

Listen to MoneyWise

Download the MoneyWise App

Join a Kingdom Advisors Study Group

Connect with Dale Vermillion

https://linktr.ee/dalevermillion

Find this conversation valuable?

Consider leaving a 5-star review on Apple Podcasts. Every review helps us reach more professionals like you.

Mentioned in this episode:

Relive Season 1 of Batting 1,000

01/31/22 • 24 min

Finding financial contentment without becoming complacent with Rob West

Batting 1,000 with Dale Vermillion

01/26/22 • 5 min

Enjoy a sneak peek of Dale's soon-to-be released conversation with Rob West, Host of MoneyWise and CEO of Kingdom Advisors.

Mentioned in this episode:

Relive Season 1 of Batting 1,000

01/26/22 • 5 min

Being where your audience is with Clayton Collins

Batting 1,000 with Dale Vermillion

01/21/22 • 22 min

One of the youngest and most-influential leaders in the space, Clayton Collins seized his opportunity to shape the mortgage, real estate, and fintech landscapes as the CEO of HousingWire Media just a few short years ago.

Since assuming his role in 2016, Clayton expanded a team of just 14 reporters in Houston to a 50+ person company spread across the United States that publishes four media brands (HousingWire, RealTrends, Reverse Mortgage Daily, and FinLedger), hosts some of the industry’s most up-and-coming events and conferences, and produces a suite of podcasts and other media.

Clayton is a veritable expert on modern communication, inclusive leadership, and the shifting landscapes of mortgage, real estate, and fintech.

In this Episode

Dale and Clayton discuss...

The importance, as a leader, of becoming a masterful communicator who is capable of cultivating your organization’s environment and managing upstream and downstream relationships
The modern-day water cooler and how leaders can find the right medium and message for every audience they serve
Real estate trends and the impact demographics are having and will continue to have on homebuyer demand
Disruptive forces entering the industry and new players competing for marketshare within mortgage and related spaces
Finding balance between the demands of a career and personal desires for growth, happiness, and purposeful living

Soundbites

“You don't want to stress people out about the things that they don't need to worry about, but understand the things that they need to know—the things they need to know to do their job well.” — Clayton Collins

“It gets difficult to juggle all the different places and styles that we communicate in nowadays, but it's extremely important to be where the audience is.” — Clayton Collins

“If we stay siloed, I'm really concerned about our industry's ability to continue forward with the leaders that are in place today....There are very few markets and very few segments of our economy where the profit potential is as large as housing. That puts a massive bullseye on our industry's back.” — Clayton Collins

“We're at historically low rates! Just because they're not 2.65, because they're three, three and a half, whatever the heck they are—I don't even care. I don't even watch them every day....Money has never been cheaper to buy homes, to buy businesses, whatever the heck you’re buying. Rates are low right now.” — Clayton Collins

Connect with Clayton Collins

Connect with Clayton LinkedIn

Follow Clayton on Twitter

Subscribe to HousingWire Plus (HW+)

Subscribe to Finledger Daily

Subscribe to RealTrends

Subscribe to Reverse Mortgage Daily

Attend a HousingWire Event (Live & On-Demand)

Connect with Dale Vermillion

https://linktr.ee/dalevermillion

Find this conversation valuable?

Consider leaving a 5-star review on Apple Podcasts. Every review helps us reach more professionals like you.

Mentioned in this episode:

Relive Season 1 of Batting 1,000

01/21/22 • 22 min

Achieving consistency in modern communication with Clayton Collins

Batting 1,000 with Dale Vermillion

01/18/22 • 6 min

Enjoy a sneak peek of Dale's soon-to-be released conversation with Clayton Collins, CEO of HousingWire.

Mentioned in this episode:

Relive Season 1 of Batting 1,000

01/18/22 • 6 min

Learning the voice of your customer with Kristin Messerli

Batting 1,000 with Dale Vermillion

01/14/22 • 22 min

Over the past 12 years, Kristin Messerli has become a leading expert on borrower psyche. As the founder of Cultural Outreach, she and her team worked directly with underserved borrowers, brainstorming solutions to bridge the gap between unbanked na underbanked consumers and lenders looking to serve first-time home buyers.

After Cultural Outreach was acquired by NAMMBA in December of 2020, Kristin was invited to join the Experience.com team as a VP of Sales and Financial Services where she continues to spearhead efforts to understand today's borrowers and help lenders map the strongest (and weakest) points of their borrower journey.

In this Episode

Dale and Kristin discuss...

The lack of understanding most lenders and originators have about the typical borrower's needs, wants, and desires
The importance of building touch points into your borrower journey to allow customers to voice their honest opinions
The critical role originators still play as advisors to their borrowers and partners
Why creating personalized loan options is essential to gaining borrower trust and confidence
Presenting yourself as an expert and trusted advisor to borrowers in a post-pandemic world
Setting yourself apart by finding unique ways to celebrate your customers' throughout the lending process

Soundbites

"Safety, transparency, collaboration, choice, and empowerment are great things to keep in mind across the whole [lending] process, just to make sure that you provide the best customer experience." — Kristin Messerli

"If the customer just feels like they have a voice....it gives the customer a sense of empowerment and that they can participate in building a better customer experience for themselves." — Kristin Messerli

"We need to rely on technology a lot for efficiency and effectiveness and you know, all of that. But I think that there still always needs to be someone who is going to be that really trusted advisor to talk through the process." — Kristin Messerli

Connect with Kristin Messerli

Connect with Kristin on LinkedIn

Follow Kristin on Twitter

Visit Experience.com

Connect with Dale Vermillion

https://linktr.ee/dalevermillion

Find this conversation valuable?

Consider leaving a 5-star review on Apple Podcasts. Every review helps us reach more professionals like you.

Mentioned in this episode:

Relive Season 1 of Batting 1,000

01/14/22 • 22 min

Developing a strategy for your business with LendingTree's Head of Sales, Will Adams

Batting 1,000 with Dale Vermillion

04/29/22 • 22 min

Since joining LendingTree in 2014, Will Adams has quickly become an invaluable asset to their enormous lender network.

As LendingTree's Head of Sales, Will leads their Sales and Customer Success teams' efforts to drive lender success by advocating best practices for working with LendingTree leads, analyzing lender performance and communicating insights across multiple channels, and finding new ways to optimize lenders' use of LendingTree's multifaceted filters.

Everyday, Will investigates what's working and what's not for network lenders, which—when combined with his 25 years of industry experience—makes him one of the most insightful leaders in our industry today.

In this Episode

Dale and Will discuss...

Will's background in origination, how he ended up at LendingTree, and the secret truth he's discovered about best practices
Challenges lenders face 2022 and what LendingTree's data shows about gaining market share in a rising rate market
Why it's critically important to create and execute strategies that are designed for your unique market positioning, target audience, sales process, personnel, etc.
Insights on prevailing consumer trends inferred from LendingTree's expansive customer and lender data
Why many lenders are transitioning heavily to purchase and how they are making that transition successful

Soundbites

“As companies transition from refinance to purchase, they will often have the same experience, the same journey, the same best practices... and that's a different kind of consumer with different goals in mind.” — Will Adams

“When volume was high and competition was low, we saw conversion ratios really cluster together. Certainly some lenders converted better than others, but they were all fairly close. But....we're starting to see some companies—based on their strategy, based on perhaps their technology, based on their loan officers—be able to really thrive in this market and steal share.” — Will Adams

“At LendingTree, we've been able to segment different types of consumers based on their probability of closing so that lenders will have more options in choosing which exchange—which product—that they want, based on expected conversion ratios and a price point that makes sense for them.” — Will Adams