Episode 281: Setting up Your Sales Teams for Success in 2025

Mortgage Manager Playbook by Pat Sherlock

Episode notes

Erica Acie, Head of Originations, Truist. Highlights include: prioritizing the client experience as a foundational KPI; become valued financial advisors; core competencies for sales success; robust on-boarding process and embracing technology. Erica has been in the mortgage industry for over 30 years.