Nicole Rueth Interview
Spotlight Podcast
Summary – Interview with Nicole Rueth Nicole Rueth’s journey in lending, investing, and wealth-building demonstrates the transformative power of niche focus, consistent action, and value-driven leadership. Initially operating broadly, Nicole’s career accelerated when she narrowed her focus to a specific niche—creative, strategic, and scalable lending for investors—and positioned herself as an authority through education, data interpretation, and community engagement. Her early pivot from recruiting to becoming a “rainmaker” led her to create Agent Ignite, a recurring educational...
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Jared Plonski Interview
Spotlight Podcast
Summary: Interview with Jared Polanski on Leveraging the New LOS System (More) for Mortgage Success In this training session, Jared Polanski shares his insights and practical strategies for leveraging the new Loan Origination System (LOS), More, and Salesforce to dramatically improve productivity, referral partner engagement, and client retention. Drawing from his experience as an early adopter and trainer, Jared emphasizes the importance of staying ahead of the curve by organizing data, segmenting contacts, and proactively reaching out at the right time. He outlines how the integrated system...
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Trey Delgreco Interview
Spotlight Podcast
Summary: Spotlight Interview with Trey Delgreco -Mastering "More" CRM for Mortgage Growth In this Spotlight Call, Trey Delgreco, Market Leader in Orlando for Movement Mortgage, shares his journey from junior loan officer to top producer and market leader, emphasizing how the CRM platform More (built on Salesforce) has been a pivotal tool in his business growth. Trey explains how adopting More—even in its simplest form—helped him improve organization, follow-up, and communication, ultimately generating new business, maintaining referral relationships, and driving long-term client loyalty....
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Joey Robinson Interview
Spotlight Podcast
Summary: Interview with Joey — Building a Scalable Mortgage Business Through Simplicity, Systems, and Presence Joey, a former high school teacher turned high-performing loan officer, shares his rapid ascent in the mortgage world after transitioning from Movement Mortgage’s consumer-direct channel to a local retail model. In just two years, Joey grew from zero to over $37M in annual production. This growth came not through complex strategies, but by simplifying his workflow, leveraging automation, and staying laser-focused on meaningful client and referral partner interactions. His approach...
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Christina Lane Interview
Spotlight Podcast
Summary: Interview with Christina Lane – Scaling to 25 Loans a Month with Simplicity, Delegation, and Personal Connection In this powerful conversation, top producer Christina Lane shares her journey from processor to high-performance loan officer, consistently closing 25 loans per month with an average loan amount of $315k and over 8,000 people in her database. Christina attributes her success not to complex strategies or paid lead sources, but to a mindset of intentional simplicity, disciplined time management, consistent database engagement, and letting go of non-income-producing...
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Chris Conlon Interview
Spotlight Podcast
Summary: Interview with Chris Conlon Chris Conlon, a seasoned mortgage professional and coachable high-performer, shares his return to mortgage production after years in executive management and how he’s built a thriving business using a disciplined, tech-savvy, and client-centric approach. Chris emphasizes the power of execution over inspiration—taking good ideas and methodically implementing them until they drive results. From transforming client communication with video and voice notes to leveraging data, refining workflows, and deploying consistent social media strategies, Chris...
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Adam Dellemonico Interview
Spotlight Podcast
Summary: Interview with Adam Delmonico – Building a Scalable, Stress-Free Mortgage Business Through Systems, Discipline, and Overcommunication Adam Delmonico, a top-producing loan officer at Movement Mortgage with $72M YTD volume and 25–30 loans per month, shares his high-performance philosophy centered around clarity, consistency, and client experience. In this Spotlight Interview, Adam explains how his success is built on simple but powerful pillars: overcommunicating, setting expectations early, being radically organized, and building systems to remove friction and stress from the...
info_outlineSummary: Interview with Jared Polanski on Leveraging the New LOS System (More) for Mortgage Success
In this training session, Jared Polanski shares his insights and practical strategies for leveraging the new Loan Origination System (LOS), More, and Salesforce to dramatically improve productivity, referral partner engagement, and client retention. Drawing from his experience as an early adopter and trainer, Jared emphasizes the importance of staying ahead of the curve by organizing data, segmenting contacts, and proactively reaching out at the right time.
He outlines how the integrated system improves mobile functionality, enables powerful client and referral tracking, and provides mortgage professionals with a competitive advantage in a rapidly evolving tech landscape. Jared walks through his personal system for categorizing referral partners, maintaining top-of-mind communication, and identifying hot refinance opportunities — all with an emphasis on maximizing revenue in minimal time.
5 Practical Application Steps for Loan Officers and Mortgage Professionals
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Organize Your Referral Partners into Actionable Segments
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Use the “Groups” and “Prospect Rank” fields in Salesforce to classify referral partners by loyalty and opportunity (e.g., Tops, A’s, B’s, C’s, D’s, F’s).
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This lets you instantly identify who deserves your attention when time is limited — maximizing ROI on outreach.
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Leverage Custom Reports to Focus Daily Activity
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Save and favorite key reports like:
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All Referral Partners
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Referral Prospect List
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No Partner Activity Over 2 Weeks
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These reports help you avoid losing touch with top partners and ensure you're consistently nurturing the relationships that generate business.
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Build and Use a Refi “Hot List” for Past Clients
- Track every past client’s interest rate and create a “target rate” field based on their savings goals.
- Mark those ready to act as “Hot,” so when rates dip (even briefly), you can make timely calls and lock in deals.
4. Take Notes in the System to Automate Communication Transparency
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Input detailed notes in Salesforce so agents receive automatic updates via the referral partner portal.
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- This reduces unnecessary check-in calls and builds agent trust through transparency — and creates FOMO for those not yet using the app.
5. Start Now and Get Ahead of the Curve
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Don’t wait until the new system becomes mandatory. Begin organizing your database, building your reports, and getting familiar with More today.
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The earlier you begin, the more you’ll tailor the system to your workflow — avoiding overwhelm when the transition becomes company-wide.
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Final Takeaway:
Success in the modern mortgage space isn’t about working harder — it’s about working smarter with your data. Jared's system turns Salesforce and More into an automated, money-generating machine. Whether you’re managing 50 contacts or 700+, strategic organization and proactive engagement are the new non-negotiables for staying competitive in today’s high-tech mortgage landscape.