How daily accountability and coaching is fueling Windsor Mortgage’s growth

This week on Power House, Diego chats with Windsor Mortgage CEO Chris Vinson. After his company, Journey Mortgage, was acquired by the South Dakota-based Plains Commerce Bank, Chris joined the Plains Commerce team to head their growing mortgage division.

He and Diego talk about how Windsor is differentiating itself from other wholesale competition by personalized and localized coaching and tech services. They also talk about Windsor’s daily accountability strategy for account executives, their focus on community banks, and how they maintain growth amid a high-rate environment.

Here’s what you’ll learn:

• Windsor focuses on the wholesale channel, primarily conforming agency and jumbo loans.
• They pride themselves on personal customer service with a small team of account executives.
• Chris emphasizes the importance of coaching and support for originators.
• The company leverages personalized technology to enhance the closing experience.
• Chris believes in accountability and metrics for account executives to drive success.
• Windsor Mortgage aims to be the best fit for brokers and originators, not the biggest.

Related to this episode:

• Chris Vinson | LinkedIn
• Windsor Mortgage
• Plains Commerce Bank
• HousingWire | YouTube

Enjoy the episode!

The Power House podcast brings the biggest names in housing to answer hard-hitting questions about industry trends, operational and growth strategy, and leadership. Join HousingWire president Diego Sanchez every Thursday morning for candid conversations with industry leaders to learn how they’re differentiating themselves from the competition. Hosted and produced by the HousingWire Content Studio.

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