Guest Speakers
Our WeeklyroadMAP series showcases some of the best experts in the mortgage industry. We are excited to be able to bring you the mortgage leaders that will engage in candid conversations to share their decades of experience with our members. Don’t miss out on this incredible opportunity.
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Heidi Iverson, September 27, 2024
Heidi Iverson is the Vice President of Strategic Partnerships at Mobility Market Intelligence (MMI), a leading data intelligence and market insight platform that delivers actionable intelligence for mortgage lenders, originators, recruiting leaders, and more.
With over 20 years of experience, Heidi has a proven track record of leveraging data to drive the growth of high-performance teams and individuals across various industries. Before joining MMI, she founded PlacedE, a specialized mortgage recruiting and coaching firm. Her career also includes senior leadership roles at Guild Mortgage, ClosingMark Home Loans, and Castle & Cooke Mortgage, LLC.
John Seroka, September 20, 2024
John Seroka, President of Seroka Marketing & PR, began his career as a mortgage loan officer shortly after graduating from Marquette University, where he majored in communications. He experienced early success as a mortgage loan officer in the Los Angeles and Milwaukee markets, where he earned several top producer awards at the companies for which he worked. It was during this time that John deepened his understanding of branding and marketing. Building on his early success, John joined Seroka Marketing & PR as a Sales Executive, where he leveraged the firm’s mortgage industry marketing and PR expertise to help companies expand their market share. In 2022, he became President, leading the firm’s innovation and growth.
Brent Jones, September 13, 2024
In partnership with Propmix.io, ValueTest.ai has as our goal to reduce the anxiety loan officers, agents, and borrowers feel between the time of contract and appraisal. We do this by performing comp search cascades to deliver sales/listings that will more than likely be on an appraiser’s radar BEFORE the appraisal, so agents can compliantly share their pricing support and knowledge of distressed sales with our data in mind.
Chris Stuart, September 6, 2024
As the President of PLACE, Inc., Chris Stuart, in collaboration with co-founders Ben Kinney and Chris Suarez, is responsible for driving the organization’s cross-sectional growth objectives by scaling the company’s technology and consulting platform to include a diverse offering of consumer services.
Brian Vieaux, August 30, 2024
Brian is passionate about financial literacy and empowering lenders with digital financial tools to attract, engage, and retain customers. His 30+ years executive career in mortgage banking has positioned him to help lenders execute an embedded finance strategy, transitioning from a transaction focus to one of continuous consumer engagement.
Currently, Brian is a board member of the Downtown Boxing Gym Youth Program. This non-profit organization has been teaching kids in Detroit’s toughest neighborhoods valuable life lessons inside and outside the classroom and boxing ring since 2007. Brian is an active board member for Axis 360 Lift & an advisory board member for the Broker Action Coalition.
Tom Davis, August 16, 2024
Tom Davis is the Chief Sales Officer at Deephaven Mortgage. Tom manages Deephaven’s Wholesale, Non-Delegated, and Correspondent sales teams. As an extensively trained mortgage-industry professional, Tom brings 20+ years of experience helping brokers and lending partners with their NonAgency/NonQM and Agency needs. Over the course of his career, he has had the opportunity to work for JPMorgan Chase, Bank of America, First NLC ( FBR Capital Markets), Finance of America Mortgage, First Guaranty Mortgage Corporation and Deephaven Mortgage.
Joe Massey, August 9, 2024
Joe has been a lender since 2002; was named as a “Million Dollar Loan Officer” in 2007 and recognized by 5280 Magazine as a Five Star Mortgage Professional since 2012. Joe has been recognized as a top 500 loan originator nationwide by National Mortgage News and Scotsman Guide, most recently being recognized as the #64 top nationwide loan originator. National Mortgage News has ranked him in the top 1% of all originators nationwide since 2015.
Captain Charlie Plumb
August 2, 2024
One of the most sought-after achievement speakers of his time, Charlie Plumb’s presentations are as he is, sincere, straightforward, humorous, and tailored to motivate each specific audience he encounters. His insights on how to cope with the difficulties as well as the opportunities in life have a positive impact on those who hear his message, those who read his books, and those who come to know him as a friend.
Dan Malouff July 26, 2024
Dan is a seasoned Capital Markets Executive with 33 years of experience, including 3 top 10 originators, multiple large banks, as well as small to medium sized IMBs. In addition to traditional Secondary Marketing responsibilities, he has built a top 5 whole loan acquisition division and led a team that fulfilled his vision, by building an industry leading price elasticity and optimization model.
Tiffany Rose, July 19, 2024
Tiffany Rose has been a Top Mortgage Loan Originator for over 23 yrs. She has recently cracked the code on digital marketing to close more loans and has turned her attention on serving loan officers, guiding them to outlast this market shift. Tiffany Rose Coaching has helped thousands of MLO’s around the United States get empowered with more purpose and better processes to thrive.
Jennifer Johnson – July 12, 2024
Recognized for excellence in customer service, vendor relations, and employee support, Jennifer ensures exceptional value delivery. She offers high-level strategy and mentorship, serving as a fractional CMO for major mortgage lenders. With a proven track record of boosting CRM engagement, driving revenue growth, and achieving cost efficiencies, Jennifer Johnson continues to innovate and uphold industry standards with integrity and excellence.
Jeff Walton – June 28, 2024
InGenius CEO Jeff Walton has over 35 years in home mortgage and top leadership of large national lenders. In his current role, Jeff is focused on helping the industry achieve high performance using actionable intelligence. His decades of experience from the street level to the boardroom inspired Jeff to help the lending industry tackle key challenges from efficiency and production to customer experience and retention.
Dave Savage – June 21, 2024
Dave Savage is passionate about turning loan officers into the first responders of the financial literacy crisis. He founded Mortgage Coach to help lenders provide the best financial advice to the borrower. Dave is also the proud co-founder of FirstHome IQ, a nonprofit dedicated to solving the financial literacy gap for Gen Z and first-time home buyers who want to buy their first home.