ELITE EXPERIENCE Series with Chris Vinson

Today’s ELITE EXPERIENCE was all about being authentic! Lisa Wells taught us how to create REAL relationships with customers and referral partners.


Key takeaways:

πŸ‘‰ Stay top of mind with realtors and your database.
πŸ‘‰ Not every deal is going to go smooth, how do you overcome those hard deals, be authentic and get referred?
πŸ‘‰ Creating REAL relationships with your customers. You have to like the people you are working with. People can feel when you aren’t being authentic.

Meet Lisa:

πŸ“ Lisa began her career in the mortgage business in 1999 and after closing over 3,000 loansβ€”has learned a thing or two. She has learned that this is an amazing industry which has limitless opportunities for anyone’s career and personal growth, as well as her clients-with the experience that they have, and great relationships formed with all of them. She prides herself on having a super fun team to collaborate and grow with and enjoys pouring her knowledge and excitement onto them, which enables them to pass that onto our clients, referral partners and vendors. She is a hard-working mom of two active children, and extreme cyclist husband, and her two beloved dogs. Lisa is also a top business coach for lenders across the country with a wealth of tools, tricks, and tips that contributes to her students, team, and business partners success.

Meet Chris:

πŸ“ Chris Vinson is the mastermind behind the mortgage department at Plains Commerce Bank. Where did his drive and passion come from? His humble beginning started as a mortgage broker in 2001 and quickly became an EVP of the mortgage department that has over 24% market share and is voted Sioux Falls Local Best Mortgage Company for SEVEN YEARS running. With nearly two decades of experience in all things mortgage, Chris has developed a team that produces over 750 million and they pride themselves on an amazing customer experience and state of the art technology.

Chris’s real passion is coaching. He coaches loan officers and their staff or CEO’s throughout the US by helping them grow personally and professionally. A natural born leader, he pours his heart into making sure his team, his clients, and other community banks have the tools they need to succeed.Β 


You can watch the replay of ELITE EXPERIENCE Series with Lisa WellsΒ right here!


With ELITE EXPERIENCE Series, our mission is to provide you with new tactics, technology, and strategies that will give viewers insight to the mortgage industry.


We invite you to participate in powerful discussions to help brokers, lenders, and realtors. I’ll be interviewing experts covering relevant topics in today’s market to give specific how-to’s around the home lending industry. Viewers get insights into the mortgage industry, learn new tactics, technology, and strategies all to help you feel empowered and perform at their highest level.





Β “Mortgage is complex, risky, and costly. We stinking love it.”





Facebook: @windsormortgagesolutions


LinkedIn:Β @windsormortgagesolutions



Join us this fall for 2020 Windsor Boot-Camp!

Snag a seat here: Windsormortgageevents.com



This publication is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, mortgage, or other financial advice related to individual situations.

Windsor Mortgage Solutions is a service provided by Plains Commerce Bank. NMLS# 463950 Equal Housing Lender


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