Office Management Excellence: Management, Supervision and Leadership Are you an owner, branch manager or a rising leader in this business? Join me for an extraordinary 8-hour CE experience that will affect every facet of your operation and change the course of your career. The mortgage industry has grown up. The years of "easy origination" are over; your operation must be lean, smart, flexible and excellent to compete. Additionally, we are operating in the cross hairs of aggressive regulatory oversight and must be accountable for all our organizational actions. "Mortgage brokers and bankers, beware!" Welcome to Office Management Excellence. It is the purpose of this workshop to improve your Management, Supervisory and Leadership skills. Office Management Excellence will cover the concepts and capacities of an ethically run mortgage office and explore important consumer protection laws that every employee must be held accountable to for proper compliance. See a video preview of our course here Click on the "start" button in the lower left-hand corner below to play. Please be patient, this may take several moments to start. Raised Stakes Great organizations habitually get outstanding performance from ordinary people. Less than great companies take talented people and manage to waste the benefits of their talent, expertise and motivation. Every good manager knows that organizational success comes from finding, hiring and retaining the best people. In today's demanding mortgage industry, this is no longer enough. As managers we must raise the awareness of every employee to the issues of Fair Lending and Consumer Protections. The stakes have been raised. We won, didn't we? Mortgage brokers and mortgage bankers originate approximately 60 -70% of all residential mortgage loans today. As an industry we have asserted our dominance and have positioned ourselves as professionals. The maturing of our profession has taken just twenty years and it has been marked by innovative advances that have transformed the mortgage lending industry. Of all the settlement service providers in this industry, we are closest to the customer. We are the mortgage origination engine of choice for the American home buying public. With Visibility Comes Accountability Whenever a sector of an industry establishes its leadership, opposing forces will quickly amass against it and hold it accountable for that claim. Today, there is a sea of attorneys forming class actions suits against our everyday practices. New definitions of unfair and deceptive trade practices are being written each day in the courts. Consumer advocacy groups are bringing pressure to rein us in and control our fees. The term "predatory lending" is now part of our social lexicon and it is shaping the policies and procedures of our independent enterprises. In just the last five years 24 states have enacted some measure of licensing, mandatory education and/or predatory lending laws. There are a dozen more states ready to do the same. Federal agencies are enacting new laws and amending, expanding and strengthening laws already on the books. Each of these new laws increases the risks, costs, disclosure responsibilities and liability with our customers. Please join me for this intense, eye-opening one-day workshop and light a fire in your organization. My best always, Paul Donohue P.S. This course is recommended for any rising leader with more than 2 years of experience. P.P.S. Special bonus: Scott Green, founder of Secured Title, is an attorney who has been involved in more than 20,000 loan closings. He will be co-teaching this course with me. Come get your questions answered! Paul Donohue and Scott Green Every leader must develop Office Management Excellence Get ready for a powerful learning experience! Here is what you will take away: 1. Properly managing production, processing and operational resources takes constant monitoring and development; 2. In-Process supervision of personnel and policies demands oversight and accountability; 3. Leading people to higher standards requires vision and the ability to inspire people to peak performance. Eye-opening, real-world knowledge every owner and manager must possess to fulfill their legal responsibilities: n Regulatory oversight; n The ticking time bomb of labor laws, fraud, fair lending issues; n Turning every disclosure into profits; n Title work and fail safe closings; n Once and for all: What REALLY must go into every loan package! n The commitment to execution and excellence; n The marketing, sales and service chain; n Consumer Information Protections; n Quality Control; n Surviving audits and office exams; n And much, much more… Plus, a Bonus!		What other leaders are saying about this insightful course: I hung on to Paul's every word. He's been a tremendous help to me over the years. This class was excellent and I hope Paul will continue with this line of training as our industry and we as owners age in this business. Jamie Harrington, United Carolina Group Paul Donohue Presents is the only LO training I would ever recommend to a current or future employee. Anthony Baldwin, Premier Mtg Branch Manager It was great to finally have a file with what is needed to satisfy the banking industry. Tom Rybak, Hometown Mortgage, President Paul and Scott really deliver on their promise to keep you up to speed on market changes. Chip Bondurant, Granite City Mortgage Inc., Owner To believe and buy into what you are being taught, you have to believe in the messenger. Paul and Scott delivered! Knowledge is Power! Anthony Kokielka, Your Mortgage Co. Inc., President The information and discussion will give immediate valuable insights. Helped me change my approach to customers and business relationship. George Mitchell, Right Choice Mtg., Business Development Manager Excellent content-fast paced-I received more information than I expected to received. Exactly what I was looking for! Thank you Paul for providing this much needed information to brokers!!! The Banking Commissioner's office should require all brokers to have this info prior to licensing. Camille Lombard, Camille Lombard Mortgage Services, Broker/Owner It was actually pertinent to the business instead of all law based. This class was the first class that I have been to where I actually benefited from attending. Jason Cadier, Southeastern Capitol. Vice President I feel this was the best 8 hours of continuing education I received to date. It was a valuable learning experience beyond the fact that it satisfies my CE for the year. Dave Held, First Community Mortgage, Director of Sales Thorough! Very Knowledgeable! Professional! Absolutely a must for success! David Kanis, Ashford Mortgage Advisors, Branch Manager Useful info given in an upbeat manner. These are the only CE classes we use. Cassie Geary, The Mortgage Lender Inc., Manager Excellent materials and Presentation. A "must" for every mtg broker's employees. Raynelle Hamblin, Stratford Mortgage Group LLC, Owner Both informative and interesting, rather than the typical class. Information that will make a difference for how my business operates. Brokers future will depend on educating themselves on the changing market demands and increased liability risk. Susan Martin, Superior Mortgage Choices Inc., Managing Principal Very informative and excellent up to date information and Paul is on top of the industry. Real life up-to-date happenings in the mortgage industry. Andy Faircloth, green Ridge Mortgage Corp., President It is refreshing to attend a CE class which is applicable to the management of my company. The managerial experience of Paul and the legal expertise of Scott made this a great experience. I left with a great deal of knowledge and a renowned enthusiasm. Monica Neaves, Appalachian Mountain Mortgage, President Outstanding! This management course is the best thing to happen to our industry in years! Having Paul and Scott Green in the same class was GREAT- Top Gun Stuff! Kenneth Walters It's exactly what our mortgage professionals need to reset their future in this business and to survive in the business. This course provides great benefit to managers and up and coming managers. It should be modified to carry the same message to all LO's. Robey Best, Amerisouth Mortgage Company, Owner/Manager Knowledge is what is going on in the field is invaluable. I thoroughly enjoyed today's class as I come away with something new I can incorporate into my business as I do with all of Paul's classes. Kathy Goad, Your Mortgage, LO/Assist Manager Everyone need this class! This class has opened my eyes on how to improve and change the structure of our branch. Brenda Martin, Equity Leadership Mortgage Group Take the course or Risk your License! Albert George, Able Mortgage Services This is the second class that I have attended that you have taught and each one has been packed full of pertinent information. This class should be a requirement for every owner or branch manager. Chad Deal, AVA Mortgage Inc. Great ideas to ensure compliance for my office. Angela Moss, Lakeside Mortgage Svcs. I have been in business for 14 years and consider myself good. After today there is a lot to learn and implement. Billy Joe Estes, Lakeside Mortgage Svcs. The 1 to 2 punch between yourself and Scott was impactful. Paul's experience makes the content easy to digest. Owen "Glenn" Deveaux, Mortgage Planners, Inc Great tools and ideas to recharge your business. I like the different styles for sales verses management. James Fink, The Mortgage Source Inc. Very informative-will get me organized! Paul and Scott were informative and took time to make sure I understood the material. Excellent class. I am anxious to go get organized. Torri Forbes, Advanced Mortgage Inv. Paul has ability to teach with high octane. He kept us awake! It was one of the best I have attended. John Gullickson, Mortgage Resources Ins. Services Informative and Attention holding. The conversation/open forum session is very interesting. Good course with a nice new look verses the last 2-3 years. Fred Sancilio, American Land Corp