Episode 281
Episode 281: Setting up Your Sales Teams for Success in 2025
Mortgage Manager Playbook · Pat Sherlock
January 21, 202526m 9s
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Show 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.