Barry Habib
Host
Chairman of the Board, Mortgage Success Source

Barry Habib is the Chairman of the Board of Mortgage Success Source, the combined entities of Mortgage Market Guide, LoanToolbox and The Duncan Group. This organization helps more than 40,000 of America’s best originators with products and services designed to grow their businesses.

Mortgage Success Source includes Mortgage Market Guide’s daily market advice, alerts and Certified Scripts for Success, LoanToolbox’s marketing resources, including its automated marketing solution, PlatinumPlus, and The Duncan Group’s best of breed sales training solutions, such as High Trust Sales Academy.

Barry has more than 22 years experience in the mortgage industry. In addition to his mortgage experience, Barry has successfully managed a Hedge Fund, authored a stock advisory newsletter, owned an insurance agency, and acted as managing partner in a real estate investment company.

Because of Barry’s diverse areas of expertise, he is often featured on CNBC, NBC, CNN and FOX television networks. Barry has been the keynote speaker for 50 different state Mortgage Banking Associations.

Todd Duncan
Master of Ceremonies
President and Chief Learning Officer,
Mortgage Success Source

Over two decades, Todd Duncan has built a respected enterprise that observes and studies the lives of high-achieving mortgage professionals. His bestselling books, High Trust Selling and Time Traps, and popular seminars have influenced millions to pursue a generous and abundant life.

Todd began his loan origination career at the age of 23 and he quickly learned what it takes to succeed amidst the rising pressures and incessant demands of the marketplace. While Todd was listed in the top one-percent of the industry by the time he was 27, his career had taken priority at the sacrifice of health and family. Through a personal initiative of seeking counsel from friends and mentors, Todd found the essential balance he needed to be successful while achieving significance in his life.

In 1992, Todd founded The Duncan Group to meet the demand for innovative training and leadership in the industry where he began his career. Todd’s ultimate goal is to help people lead healthy lives of fulfillment and satisfaction.

Benjamin Zander

Benjamin Zander has been the conductor of the Boston Philharmonic since its formation in 1979.  In these years together, they have explored an enormous range of repertory - from Bach to specially-commissioned works, with an emphasis on late Romantic and early 20th century repertoire, especially the symphonies of Gustav Mahler.

For the past 35 years Zander has been a teacher at the New England Conservatory in Boston, and for over 30 years he has been the New England Conservatory Youth Philharmonic Orchestra’s conductor, with whom he has made 12 international tours. He is also artistic director of the music program at Walnut Hill, a boarding school specializing in training highly accomplished young performing artists.

Zander also travels the world as a speaker to organizations about leadership. He co-authored the book, The Art of Possibility, with his partner Rosamund Zander, a leading psychotherapist. Since 2000, this bestseller has been translated into 15 languages.

Kevin Carroll

Kevin Carroll is an author, speaker and agent for social change. With his effervescent energy, wit, and humor, Kevin helps people harness the power of sport and play as a vehicle for chasing and achieving their dreams.

As an author, Kevin has achieved incredible success with his first book, Rules of The Red Rubber Ball (ESPN Books). Newsweek magazine calls it “…an adult’s version of Dr. Seuss’s Oh, the Places You’ll Go! – a pocket-size guide to finding your way in life.” The book was also featured in BusinessWeek’s “Champions in Innovation” in 2006. Kevin’s second book, What’s Your Red Rubber Ball?! Discover Your Inspiration and Chase it for a Lifetime (ESPN Books) will be released in 2008.

Kevin is also the founder of The Katalyst Consultancy where he has helped turn creative ideas into reality for organizations such as The National Hockey League, Nike, ESPN, Starbucks (his words appeared on 17 million Grande cups), The Walt Disney Company, Mattel, Hasbro, Paramount Television, Procter & Gamble, The Discovery Channel, Capital One, HSBC Bank, and many others.

Gary Keller

Gary Keller is founder and chairman of the board of Keller Williams Realty International.

In addition to writing, teaching, and consulting, he continues to provide strategic direction for Keller Williams Realty and his other companies.

Gary established Keller Williams Realty with partner Joe Williams in 1983. The company began franchising in 1991 and expanded to Canada in 1999. From 1995 to the present, Keller Williams Realty has become one of the fastest growing real estate companies in the United States, with sales and commissions growth topping 700 percent during that period.

A native of Houston, Texas, Gary attended Baylor University, where he earned a B.B.A. in marketing and real estate in 1979. He began his real estate career as an agent and later moved into management.

Andy Andrews

Hailed by a New York Times writer as a "modern-day Will Rogers who has quietly become one of the most influential people in America," Andy Andrews is an internationally known speaker and novelist whose combined works have sold millions of copies worldwide.

His best-selling book, The Traveler's Gift: Seven Decisions that Determine Personal Success, is an international sensation that has spawned a teen version; a home study audio program; life-study curriculums in high schools, mental-health organizations, and prisons nationwide; and a two-hour PBS special. Corporations, associations, civic groups—even entire cities—have invited Andrews to address their employees, clients, or members.

He has also been received at the White House and has spoken at the request of four different United States presidents. It’s no wonder that every single minute a book by Andy Andrews is sold somewhere in the world!

Ingo Logé

Ingo Logé is a leading expert in alternative health, nutrition, exercise prescription, and wellness the owner of Fitness Forever in Palm Desert, CA. A two-time Presidential Fitness Award winner and consultant to Fortune 500 companies, Ingo's fun-loving, charismatic spirit brings a very fresh perspective to the often serious subjects of exercise, stress management, the foods we eat, exercise, and personal health.

An articulate and unusually intimate speaker, Ingo has received outstanding reviews for his insightful, evocative and inspiring addresses to both local and national audiences. With boundless energy and a message that invigorates even as it enlightens, Ingo tells it like it is.

On stage, Ingo is a blast of energy who will inspire you with specific, fun-filled strategies that will launch you into action. You will be energized with new ways to enhance personal performance, relationships, bust stress, and to think in new and creative ways when it comes to stress, exercise and eating.

David Fournier

David Fournier, Mortgage Success Source CEO, has more than twenty-five year’s senior management experience in the high technology and IT fields. David has managed organizations from startups to mature companies with over 400 employees. As CEO and senior manager for three start-up technology companies he helped raise over $25 million dollars in funding, leading two to acquisition, the other to a successful IPO. Mr. Fournier has assisted and invested in start-up Internet and technology companies and has consulted with companies looking to raise Venture Capital. He was a frequent speaker on the technology and software industry in Southern California. He served on the board of directors of the Technology Council of Southern California for 6 years and served as its Interim Executive Director.

Sue Woodard

Sue Woodard is a President of Mortgage Success Source, the combined entities of the Mortgage Market Guide, LoanToolBox and the Duncan Group.  This organization helps more than 40,000 of America’s best originators with products and services designed to help them grow their businesses and achieve success. 

Sue has held many different roles during her 16 years in the mortgage industry, and her top producing team maintains a profitable and thriving origination practice in Minneapolis.  She is also a highly sought-after international speaker, trainer, writer and consultant for the mortgage and real estate industries. 

Sue had her own financial radio show, 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 11-year-old daughter and firmly believes that sleep is overrated.

Greg Frost

Greg Frost is the National Training Director and a Net Branch Owner/Manager of PRMI Mortgage

In 1985, Greg entered mortgage banking. In his first year, he funded 185 loans. This ranked him #1 among New Mexico loan originators. He has enjoyed that #1 ranking every year since.

Greg and his team funded over 800 loans last year, ranking him among the top 20 originators in America according to Mortgage Originator Magazine. He has ranked among the Top 20 since the M.O.M. list began.

Greg will share his market-tested sales and marketing strategies... ideas that work; ideas that are easily duplicated; ideas you can implement and use to immediately increase your business.

If you are serious about improving your business, your income, and your lifestyle, listen close to mortgage lending’s first billion-dollar originator.

Jim McMahan

Jim McMahan has been a Loan Originator in the Dallas market for over 20 years. In that time Jim's personal funding's have gone well over the $1.5 billion dollar mark, making him not only one of the top producing originators in the Dallas–Ft. Worth Metroplex, but in the entire United States.

Jim serves is Executive Vice President and National Sales Trainer for Benchmark Mortgage Company and also is the President of his own corporation, "McMahan Mortgage Consulting." In these roles, Jim focuses on helping originators across the country gain knowledge of concepts such as fiscal literacy and the fundamentals of economics behind interest rate markets. Additionally, Jim a member of the Mortgage Success Source and is the Creator and CEO of "Certified Scripts for Success" a program, which helps loan officers both to understand the "why" behind the market and gain a thorough understanding of what to say in the most critical selling situations backed by an advice versus price based platform.

Tim Broadhurst

Tim Broadhurst is Sr. Vice President and Loan Officer with Cornerstone Mortgage in Austin, Texas. He is known for his team-building success, conversion ratios, client retention, profitability, and his use of systems, efficiencies and technology.   Most importantly he is known as a vibrant example of life balance and one who places values before profit.  All of these accomplishments have led to dramatic production increases; from 10 to 40 million within a year and then on to in excess of 80 million.  Because of his success Tim now devotes a great deal of his time fulfilling another part of his life plan… showing others how to enjoy the same kind of success.

Linda Davidson

Linda Davidson started in the mortgage industry in 1997 and owns a net branch with Service First Mortgage in addition to being a top producer in the company. She has been ranked in the top 200 loan officers in the nation for the past eight years in units closed for personal production, as well in the Top 20 for FHA/VA closings, according to Mortgage Originator Magazine. With a passion for excellence, Linda Davidson and her team continually strive to raise the bar within the mortgage industry. Whether it is a first time home buyer, a move up repeat customer or a senior client needing a Reverse Mortgage, their 12/10/7 system creates Raving Fans with everyone that they come in contact.

Bill Hart

Bill Hart is a life and business coach and has enjoyed a dynamic 20 year sales and consulting career highlighted by the development of long-term relationships and high profile visibility in the real estate and mortgage industries, primarily in the areas of sales and marketing, public presentations and strategic partnering.

Bill has served as the Director of Recruiting for the Southern California Region of Century 21 Real Estate Corporation, Vice President/General Manager of the Mike Ferry Organization, and Senior Vice President of The Duncan Group, where he traveled the country speaking to real estate and mortgage audiences about high performance agents and loan originators in the real estate and mortgage industries.

For the past 14 years, Bill has been the voice of "Real Estate Performance System" (REPS), the monthly audio interview series showcasing top-producing agents. During that time, Bill has interviewed over 150 of the Country's top REALTORS®, closing an average of 151 transactions annually.

Edward Jamison

Edward Jamison is the founder of Jamison Law Group, P.C., and is an attorney who specializes in consumer credit and identity theft. Jamison is a nationally recognized expert on credit scoring. He has been featured on NBC’s Emmy Award Winning show Starting Over as the show’s credit expert multiple times. Mr. Jamison is a frequent contributor to national mortgage industry publications including Scotsman Guide, The Mortgage Market Guide, Mortgage Press, and Broker Banker.

Jamison is certified by the State Bar of California and the California Department of Real Estate to give continuing legal education seminars to attorneys and mortgage brokers on the subject of credit scoring.

Khai McBride

Khai McBrideis a Vice President/Loan Officer with Capital Line Financial and Faculty Member for LoanToolbox. Before entering the mortgage industry, Khai was an IT professional for 10 years with his primary expertise being database design and development. So it's no surprise that when he started his mortgage career in 2002, he would specialize in database marketing.  Using the many strategies he learned from LoanToolbox, he has built a thriving mortgage business based on strong client and referral partner retention strategies that have allowed him to fund over $300 million in production.

Khai heavily endorses the use of systems to allow you to spend more of your time prospecting and relationship-building and less of your time over-thinking or caught in minutia.  His strategies are simple and effective, and he spends part of his time giving back to the industry by sharing his knowledge and teaching others his systems.

Jason Womack

Master trainer and powerhouse educator, Jason Womack is a consummate motivator for anyone endeavoring to take every aspect of life to the highest pinnacle of success, with maximum personal performance, intensity and gusto.

Jason is an avid learner who has earned two Master’s degrees; one in education and the other in psychology.

He applies this wealth of knowledge to corporate learning environments to help solve the day-to-day challenges of work/life balance in an era of increased personal accountability.

Prior to starting his own consulting company, Jason spent six years as a senior trainer with the David Allen Company, an internationally-recognized consulting company, before founding his own Workplace Performance coaching and seminar services firm.

Tim Broadhurst

Tim Broadhurst is Sr. Vice President and Loan Officer with Cornerstone Mortgage in Austin, Texas. He is known for his team-building success, conversion ratios, client retention, profitability, and his use of systems, efficiencies and technology.   Most importantly he is known as a vibrant example of life balance and one who places values before profit.  All of these accomplishments have led to dramatic production increases; from 10 to 40 million within a year and then on to in excess of 80 million.  Because of his success Tim now devotes a great deal of his time fulfilling another part of his life plan… showing others how to enjoy the same kind of success.

Sally Bucciero

Sally Bucciero is Branch Manager of Frost Mortgage Lending Group in Sevierville, Tennessee.   Sally lives in a small but beautiful city near Knoxville.  Her passion for teaching and her genuine ability to inspire others form the foundation of her rewarding referral-based business.

A former real estate agent and stay-at-home mom, Sally entered the mortgage industry in July 2003 and struggled at first to close only three loans a month.  After implementing Greg’s ACTion Marketing Campaign, Sally began to average 17 loans per month.

Sally’s systematic approach to prospecting and networking has contributed greatly to her growing success.

Sally is married to Dax and they have 3 boys, 2 are in the military and 1 is a senior in high school.  When she is not at work, Sally can be found on her houseboat at the lake.

Linda Davidson

Linda Davidson started in the mortgage industry in 1997 and owns a net branch with Service First Mortgage in addition to being a top producer in the company. She has been ranked in the top 200 loan officers in the nation for the past eight years in units closed for personal production, as well in the Top 20 for FHA/VA closings, according to Mortgage Originator Magazine. With a passion for excellence, Linda Davidson and her team continually strive to raise the bar within the mortgage industry. Whether it is a first time home buyer, a move up repeat customer or a senior client needing a Reverse Mortgage, their 12/10/7 system creates Raving Fans with everyone that they come in contact.

Cindy Ertman

For 20 years Cindy Ertman has maintained a passion for the mortgage industry.  She has been ranked by Mortgage Originator magazine in the Top 100 Loan Originators by volume for 8 of the last 9 years.  As Executive Vice President for Platinum Capital Group in Manhattan Beach, CA, Cindy also co-manages the company’s sales force and serves on its leadership team.

She also serves as a faculty member of Loan Toolbox where she dedicates time to supporting and educating loan officers nationally.  Cindy considers herself a “relationship specialist” and has spent her career successfully building and sustaining strong Realtor relationships.

When Cindy is not structuring a loan or leading her team, she cherishes her time with her husband and 3 children and enjoys her Manhattan Beach community.

Greg Frost

Greg Frost is the National Training Director and a Net Branch Owner/Manager of PRMI Mortgage.

In 1985, Greg entered mortgage banking.  In his first year, he funded 185 loans.  This ranked him #1 among New Mexico loan originators.  He has enjoyed that #1 ranking every year since.

Greg and his team funded over 800 loans last year, ranking him among the top 20 originators in America according to Mortgage Originator Magazine. He has ranked among the Top 20 since the M.O.M. list began.

Greg is here with us to share over 40 of his market-tested sales and marketing strategies.  What we are about to see and hear are ideas that work; ideas that are easily duplicated; ideas that you can implement and use to immediately increase your business.
           
If you are serious about improving your business, your income, and your lifestyle, listen close to mortgage lending’s first billion-dollar originator.

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. David has closed over 5000 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 Mortgage Originator Magazine, Mortgage Planner Magazine and Bankrate.com. He is known as the expert on First Impressions and Building Client Intimacy. He also enjoys hosting monthly site visits, where mortgage professionals from around the country spend a day of learning and experiencing first hand the operations of this highly productive mortgage practice. David, his wife Michelle, 5 children, a cat and a dog live in Holland MI and Fort Myers FL.

Khai McBride

Khai McBrideis a Vice President/Loan Officer with Capital Line Financial and Faculty Member for LoanToolbox. Before entering the mortgage industry, Khai was an IT professional for 10 years with his primary expertise being database design and development. So it's no surprise that when he started his mortgage career in 2002, he would specialize in database marketing.  Using the many strategies he learned from LoanToolbox, he has built a thriving mortgage business based on strong client and referral partner retention strategies that have allowed him to fund over $300 million in production.

Khai heavily endorses the use of systems to allow you to spend more of your time prospecting and relationship-building and less of your time over-thinking or caught in minutia.  His strategies are simple and effective, and he spends part of his time giving back to the industry by sharing his knowledge and teaching others his systems.

Jim McMahan

Jim McMahan has been a Loan Originator in the Dallas market for over 20 years. In that time Jim's personal funding's have gone well over the $1.5 billion dollar mark, making him not only one of the top producing originators in the Dallas–Ft. Worth Metroplex, but in the entire United States.

Jim serves is Executive Vice President and National Sales Trainer for Benchmark Mortgage Company and also is the President of his own corporation, "McMahan Mortgage Consulting." In these roles, Jim focuses on helping originators across the country gain knowledge of concepts such as fiscal literacy and the fundamentals of economics behind interest rate markets. Additionally, Jim a member of the Mortgage Success Source and is the Creator and CEO of "Certified Scripts for Success" a program, which helps loan officers both to understand the "why" behind the market and gain a thorough understanding of what to say in the most critical selling situations backed by an advice versus price based platform.

Rene Rodriguez

Rene is the CEO of Volentum, a management consulting firm that for the last 22 years has unleashed the hidden value of its clients’ organizations in the areas of Breakthrough Leadership, Employee Engagement, Vitalized Work Culture and High Performance Selling.  He draws on his background in Psychology, Behavioral Neuroscience, Business and Sales to create lasting behavioral change through voluntary momentum (Volentum).  Combining his unique methodology and expertise in applying the latest brain research, Rene helps companies generate lasting results and achieve ROI, making him an indispensable growth partner.  For years Rene has been a trusted advisor to leadership teams at Wells Fargo, Cargill, Coca-Cola, Liz Claiborne, Loan Tool Box and many others.  A captivating, high-energy speaker, Rene is in high demand for annual events, conventions, and keynotes speeches.  His work has been featured in many national business publications on the topics of change, leadership, communication and sales.

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 also serves as Editor-in-Chief of LoanToolbox's You Magazine, and he's 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.