Sue Woodard
President, Content & Publishing,
Mortgage Success Source

Sue Woodard President of Mortgage Success Source, has held many different roles during her nearly twenty years in the mortgage industry. A highly sought-after international speaker, trainer, writer and consultant for the mortgage and real estate industries, Sue and her top-producing team maintain a profitable and thriving origination practice in Minneapolis, Minnesota. Sue had her own successful financial radio show, has been featured on NBC and CBS Live News Radio, and has also been a guest on CNBC's SquawkBox and Jim Cramer's Mad Money. She is a member of her local Mortgage Association and Board of REALTORS^®, the Women's Council of REALTORS^®, and is on the National Advisory Board for Ellie Mae. She has a teenage daughter...and firmly believes that sleep is overrated.

Greg Frost
Faculty

Greg Frost began originating mortgages in 1972 in the Savings & Loan industry.  In just 5 years he became the youngest S&L President/CEO in the history of Federal Home Loan Bank Board.  During his tenure, the S&L was ranked as the 5th most profitable, in it's asset category, in the U.S.

In 1985 Greg entered Mortgage Banking as a producing Branch Manager at Foster Mortgage.  He quickly rose to Top Producer there and at every subsequent company for whom he worked, including BancPlus, CTX, American Home and First Magnus.

In 1999 Mortgage Originator Magazine acknowledged Greg as the mortgage industry's 1st Billion Dollar Originator.  What made that distinction most significant was the small size of his Albuquerque, NM market, as well as his relatively small loan balances.  Year after year Greg was one of the Top Originators in the industry with loan amounts that averaged less than $110,000!

Greg joined PRMI as a JV Division Partner in 2008.  By early 2009, Frost Mortgage Banking Group ranked as PRMI's #1Division.

Greg is also one of the Mortgage Industry's most popular productivity trainers.  He has shared his market tested strategies, systems and tactics to thousands of Mortgage Originators in the U.S., Canada, Mexico, Great Britain, Australia and New Zealand.

Jim McMahan
Director of Training & Education, LoanToolbox

Jim McMahan has been a loan originator in the Dallas market for over twenty-two years. Through the course of his career, his cumulative fundings have gone well over the $1.5 billion mark, making him one of the top producers in both the Dallas-Ft. Worth Metroplex and nationwide.

Jim is a dynamic and compelling industry leader and speaker, committed to helping mortgage professionals maintain and grow their businesses, even in tough markets! Jim also serves as the National Sales Trainer and Executive Vice President for Benchmark Mortgage Company, and as the President of his own company, McMahan Mortgage Consulting.

Additionally, Jim is the founder of Certified Scripts for Success, which is now a part of LoanToolbox and most recently was named the "Director of Training and Education" for LoanToolbox. In this role, Jim shares fresh insights with members, each week, on the critical topics that surround the mortgage industry, in an effort to help originators hone their own dynamic and credible market opinion.

Sally Bucciero

Sally Bucciero is a Branch Manager for Benchmark Mortgage in Sevierville, Tennessee, and lives with her family in a small, beautiful city just outside of Knoxville.

Before entering the mortgage industry in 2003, Sally had worked as a real estate agent for several years, igniting a passion for helping people through the exciting process of becoming homeowners.

As her mortgage business quickly grew, she learned the value of implementing systems and tools to keep her growing business on track – and soon created a base of "raving fan" clients and referral partners. This systematic approach to prospecting and networking has contributed greatly to her continuing success, as she now enjoys a rewarding referral based business.

Sally has a passion for educating and a genuine ability to inspire others, which forms the foundation of not just her mortgage business, but also as a contributing member of the Mortgage Success Source Faculty.

Jodee Brydges

Jodee Brydges, in San Ramon, California, has over 16 years of experience in the lending industry, a bachelor's degree in business finance, and over 19 years in the financial industry. She is truly passionate about making a difference in her clients' financial portfolios.

Jodee has built her entire business by referral with a focus on educating her clients on the loan process, helping them understand the products available and how to manage their debt portfolio, and honoring her commitments to her referral partners. A seasoned specialist on the volatility of the interest rate market, Jodee is truly viewed by her clients as a trusted advisor on housing and financial strategies.

Creator of "PointPro" (a turnkey seminar package available to loan originators), Jodee is also a national industry speaker, who continually offers financial education seminars that help her clients, referral partners, and the local community understand the ever-changing financial markets and the importance of managing debt.

Ed Conarchy

Ed Conarchy is a Mortgage Planner with Cherry Creek Mortgage Co. in Vernon Hills, IL. Ed has been providing personalized mortgage advice for 20 years, and incredibly, has worked for only one mortgage company. He joined Majestic Mortgage in August 1990 and is currently with Cherry Creek Mortgage Co. after a merger with Majestic Mortgage in 2006. Ed has career mortgage closings of over 3,900 loans for over $650,000,000.

Ed is a producing mortgage originator on the frontline educating consumers that a mortgage is not a necessary evil, but a powerful financial tool. The focus of his business is a broader goal of maximizing his clients' wealth, not just getting them a mortgage. He teaches his clients how to handle their money in a very specific four step system so they can achieve the very financial security they seek. He has embraced the wealth principals endorsed most clearly by financial advisor, author, and nationally syndicated radio talk show host Ric Edelman.

Ed is so committed to being a true financial educator and teaching consumers how money works, that he has also formed his own registered investment advisory firm, National Advisors Network LLC. He has passed the FINRA Series 65 test and is a licensed Investment Advisor Representative. Ed created National Advisors Network so mortgage originators across the country have a company they can join with a turn-key solution to becoming a licensed financial advisor. This would now allow mortgage originators to give financial advice to complement their current mortgage planning practices.

Ed is also a Mortgage Success Source contributing faculty member providing mortgage originators with the continual support and fiscal literacy needed to succeed in today's market. He hosts his weekly Conarchy's Corner video segment in Mortgage Market Guide sharing tips, strategies and insights to financially educate mortgage originators so they can educate their clients.

Linda Davidson

Linda Davidson began her career in 1997 and quickly found that her passion was making the dream of home ownership a reality for her clients. Because of this, Linda and each of her team members have their FHA DE underwriter certification, which gives them a unique advantage in the marketplace.

A net branch owner with Service First Mortgage in Garland, Texas, Linda is not only the top producer in the company, for eight straight years she has also been ranked in the top 200 loan officers in the nation in units closed for personal production as well as the top 20 for FHA/VA closings. She is also a highly sought-after speaker on everything from FHA to reverse mortgages.

Derek Egeberg

Derek Egeberg is a Branch Manager with Academy Mortgage Corporation and has over 10 years of experience in mortgage lending as both a mortgage broker and a mortgage banker in Yuma, Arizona.

Derek's passion is helping first time home buyers overcome their fears and misconceptions about necessary down payments and credit history. This passion along with unique personal client touches and systems allow Derek to guide his clients through the home loan process.

Mortgage Originator Magazine named Derek one of the "top 40 under 40" mortgage professionals in the country. He is an avid networker active in both BNI and Rotary clubs. Derek brings with him a Bachelors Degree in Business Management from the University of Phoenix in which he graduated Cum Laude and is actively working towards his MBA.

Cindy Ertman

Cindy Ertman is Executive Vice President and National Sales Manager for RPM Mortgage in Manhattan Beach, California. Mortgage Originator Magazine ranked Cindy in the Top 100 Loan Originators by volume for 8 consecutive years. Developing Realtor and referral relationships has been at the core of her loan origination success. Funding just under $200 MM in her largest funding year, Cindy committed 13 years of her career as an in-house lender for the largest privately held real estate company in Los Angeles. "Embracing Change" is her motto and she enjoys the challenge of defining her business model each year to keep pace with the fast changing financial environment.

Cindy believes in teamwork and holds her team to a high ethical and performance standard. Her passion is inspiring and educating loan officers to reach their true potential. Being a Mom is Cindy's most cherished role and she loves spending time with her three children, Britton, Sage and Austin.

Experience, integrity, dedication and the desire for excellence has kept Cindy at the top of her game. But is the genuine compassion for people and the ability to build life relationships with her clients that keeps Cindy's passion for the mortgage industry alive.

Dustin Hughes

Dustin Hughes is a loan officer and owner of Northwest Mortgage Advisors. Having stumbled into the mortgage business in 1996 at the age of 21, he discovered a passion for educating clients, partnering with real estate agents, and developing various marketing strategies for his thriving office.

Since discovering Mortgage Success Source in 2003, he has been recognized as one of the top producing loan officers and net branch offices within his company. He contributes much of his success to surrounding himself with incredible friends and professionals, utilizing the tools of MSS, and consistently executing the disciplines of his business plan.

Jason Klaskin

Jason Klaskin is a Branch Manager with Academy Mortgage Corporation overseeing multiple offices in Pennsylvania. His goal is to provide information and education in an easily understandable way to help his customers make informed decisions about their financing options.

Since the late 1990's Jason has helped open two mortgage companies, owned his own mortgage brokerage and now serves his clients as a banker. He has worked on various Legislative and Regulatory projects helping to impact rules that affect our industry. Jason is very involved with BNI, having been a member for over 8 years and starting a new chapter in his market. He also serves on the Board of Directors for Encore Experiences/Harleysville Senior Center and stays active in his local community.

Jason's entire business model is based on the trust and strong relationships developed by providing an exceptional mortgage experience for both his clients and referral partners.

David Kuiper

David Kuiper started in the mortgage industry in 1990 and has been consistently recognized as one of the top-producing loan officers in the United States by Mortgage Originator Magazine. He has closed over 5,000 loans totaling in excess of $850,000,000 at this point in his career, in a small, Midwest market.

In addition to managing a busy mortgage practice, David is a nationally-recognized author, speaker and trainer in the mortgage industry. David writes regularly for a variety of industry publications and Bankrate.com. He is known as the expert on first impressions and building client intimacy.

He also regularly hosts monthly site visits, where mortgage professionals from around the country spend a day of learning and experiencing first-hand the operations of his highly productive mortgage practice.

Mark Madsen

Mark Madsen has been a mortgage originator since 2000 in Las Vegas, Nevada and the creator of both MortgageSalesBlog.com and myFHAmortgageblog.com.

After building and selling a real estate company with a couple of partners in 2006, Mark continued to work closely with his team of agents on Internet marketing projects which include a large real estate social network, mortgage blogs, and high traffic real estate sites.

As Communications Director for Raintree Mortgage, Mark focuses on social media marketing, networking with real estate referral partners online, and writing consumer targeted content for search engine placement.

Mark is passionate about teaching industry professionals how to leverage the Internet for educational and marketing purposes. He is a regular contributor on the LoanToolbox message boards and has also written a five-part series on Mortgage Blogging 101to help other MSS members develop their online presence.

Khai McBride

Khai McBride is a loan officer with Skyline Home Loans and business coach for the mortgage industry.

A former IT database specialist, Khai built a successful $300 million loan production business utilizing database marketing and systemized client retention strategies. In addition to originating loans, he also coaches a select group of mortgage professionals, helping them breakthrough barriers and plateaus they may be struggling with. Khai is a strong believer that your success is determined by your mindset and behaviors, so many of the systems he uses and teaches leverage efficient behaviors that are more natural to the way our minds and clients' minds work. He believes that you can achieve more with less if you are efficient, which has allowed him and his coaching clients to work sub 40-hour work weeks while still achieving success in their business and personal lives.

Khai has been a contributing faculty member for the Mortgage Success Source since 2007, and he regular trains and speaks at many of the industry's popular events.

S. John Murray

S. John Murray originated his first mortgage loan in February 1986. He quickly adapted his belief in business cycles to his practice and started to originate over 98% of his loans as no point, no closing cost loans.

He has been the Sr. Vice President in charge of origination for Mortgage Financial, Inc. in Danvers, Massachusetts since 1990 and has personally handled over 7,400 loans with dollar volume exceeding $1.48 billion. In 2002, Mortgage Financial brought in Mortgage Success Source to train their sales team on how to best utilize MMG companywide. Since that sales training, Mortgage Financial has averaged over $1 billion in annual closings.

In addition, he is currently applying innovative training methods to provide balance in his life while serving his clients to the fullest.

Marty Preston

Marty Preston is a Partner and Senior Mortgage Planner at Benchmark Mortgage and he truly knows what it takes to deliver excellence in every area of his life. A consistent Top Producer in his 14 years in the industry, Marty brings a wealth of knowledge and experience in the national mortgage banking scene.

Marty became the first Certified Mortgage Planner in 2004 in the state of Kentucky and is still one of less than 20 in the state. In 2009, National Mortgage Professional Magazine recognized Marty as one of the "40 Most Influential Mortgage Professionals Under 40".

He is the Executive Vice President of the Kentucky Association of Mortgage Planners (KYAMP) and also participates as a volunteer for several key organizations. As a representative of KYAMP, Marty recently made trips to Washington, D.C. and met with several elected officials on behalf of the mortgage industry.

Rene Rodriguez

Rene Rodriguez heads up sales, marketing and brand strategy for PrimeSource Mortgage, a publicly traded mortgage bank. In his current position, he is responsible for all aspects of the firm’s bottom line revenue generation capabilities.

Previously, Rene was called on to serve as CEO of MortgageDashboard™, one of the U.S. home finance industry’s leading mortgage technology firms. His unique approach to leadership and branding guided MortgageDashboard™ as it has innovated through the recent economic downturn and a complete rebranding of the company.

Rene also serves as CEO of Volentum, an enterprise education and consulting firm he founded to help business leaders apply the latest brain research in the areas of Employee Engagement, Leadership Development and Sales Mastery. His methodologies deliver practical ways for individuals and groups to grow and renew themselves and achieve breakthrough results even as they engage and profit from recurring change.

Prior to founding Volentum, Rene led a consulting firm that trained over 50,000 people and whose training and tools were named a Best Practice in three Fortune 250 companies. He also served as Chief Learning Officer & Dean of the Corporate University for a national mortgage bank.

Rene is a marketing and brand strategy consultant who has served as a trusted advisor to leadership teams at Coca-Cola, Liz Claiborne, Daimler Chrysler, FORD, Microsoft, ABN AMRO and Bank of America. He is a renowned behavioral and organizational change expert, leadership coach, world-class sales trainer & dynamic keynote speaker.

A captivating, high-energy speaker, Rene is in high demand for annual events, conventions, and keynotes speeches. He has been a featured speaker at the Microsoft Annual Convergence Conference, the Presidents Network, the Business Plan 2008 & 2011 Conferences in Las Vegas and many more.

He is often featured in industry magazines for his work and is a frequent contributor and author to industry publications.

Karen Swanson

Karen Swanson is a Sr. Mortgage Officer with SAFE Credit Union and has been providing personalized mortgage advice for over 10 years. Karen earned her bachelor's degree in Economics and Political Science from the University of Vermont and has worked in the finance industry since graduating from college. She was a Series 7 licensed sales assistant for Shearson Lehman American Express and also managed the finances for a $2MM budget church in the Maryland suburbs.

Karen is passionate about making a difference in her clients' financial portfolios. She has built her business by referral with a focus on educating her clients on the loan process, helping them understand the products available and the benefits of the mortgage as more than a home finance tool.

A proud mother of two amazing daughters, Karen is working on creating a Fiscal Literacy Curriculum for kids – "Making a Difference with Money" and has been featured on Jim Kramer's Mad Money because of the curriculum.

Jim Sahnger

Jim Sahnger is Vice President of Palm Beach Financial Network's three branch offices in Florida and an elected member of the advisory panel for Bankrate.com.

Jim is also frequently cited in local, national and international media as a mortgage lending expert. Jim's comments have been seen on CNBC.com, Wall Street Journal, MarketWatch, Washington Post, Forbes.com, and BusinessWeek.com as well as hundreds of other websites.

A successful originator since 1993, Jim closed 225 loans and achieved over $70 million in production last year. His unique approach to cultivating relationships, database management and utilizing the media as a tool are the key factors in his remarkable success.

In fact, Jim's proactive marketing ideas have led to the creation of some of LoanToolbox's most popular marketing tools, including Gift of Knowledge CDs, Platinum Plus, and YOU Magazine.