Industry leaders discuss navigating market volatility and growth

In the first episode, Andrew Quist, president of Security National Mortgage Company, shared insights on building a mortgage organization capable of succeeding through changing market conditions. He highlighted the benefits of portfolio lending, strong builder relationships, and automation in creating a lean, collaborative operating model.

City National Bank of Florida demonstrated how disciplined mortgage growth, margin management, and pipeline management contribute to its expansion across Florida while remaining responsive to local needs. The episode emphasized the role of next-generation technology, strategic partnerships, and cross-functional collaboration in supporting a flexible operating model focused on service, speed, and sustainable growth.

Flat Branch Home Loans President Jamie Duda and Director of Capital Markets Matt Brand provided an employee-owned lender's perspective. They explained how the company preserves its grassroots culture while expanding product access, enhancing operational efficiency, and adapting to a rapidly evolving mortgage market. The discussion also touched upon their technology partnership choices, including Polly, and the importance of investments that improve borrower and loan officer experiences.

Plaza Home Mortgage's Dawn Kells Meshel detailed the company's approach to third-party origination (TPO) lending, focusing on granular mortgage pricing strategies, technology partnerships, and a high-touch service model. The session explored how Plaza integrates technology, specialized products, and experienced personnel to boost efficiency for its wholesale and correspondent clients.