Episode 150: Moving Originators from Refinance to Purchase Money

Mortgage Manager Playbook by Pat Sherlock

Episode notes

Scott Bristol, EVP Retail, RoundPoint Mortgage, discusses Moving Originators from Refinance to Purchase Money. Highlights include: right sizing with ops; step into conflict vs avoid conflict; use tools that differentiate; purchase money is a long term play and the difficulty of reconnecting with realtors. Scott has had a long and successful career in the mortgage industry and you will learn some key tips from him.