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During the COVID-19 pandemic, despite physical distancing, leading mortgage bankers and brokers never rested. Rather, they surged forward by adapting their processes to the times. Remote online notarizations, for example, let them safely complete closings, and increased their competitive advantage as borrowers clamored to refinance, or bought larger residences that would accommodate a home office.
These mortgage professionals recognized that to lead in a continually changing world, they had to change with it. Staying relevant to borrowers, partners, and colleagues was the key.
That principle still holds true, and fluency in new technologies is a large part of being relevant. It’s important to understand the potential of solutions that incorporate AI, machine learning (ML), and data science to improve prospecting, sales, due diligence, underwriting, MSR and whole-loan trading, and more.
New hybrid appraisal solutions, which incorporate both AI and computer vision, are a case in point. It used to be that the mortgage industry’s appraisal partners spent up to 50% of their workdays driving to/from properties and viewing them on-site. During high workload periods, this added as much as two weeks to each closing cycle. With hybrid appraisals, where trained property data collectors do on-site inspections and digital property imaging, and then immediately forward the data to appraisers, there is almost no reason for a delay.
With appraiser populations continuing to decline and capacity issues increasing as the industry gets busier, the hybrid appraisal is one way that lenders can serve their borrowers with a faster and smooth process. That opens an opportunity for mortgage women to establish relationships with the people who offer them.
Being a student of innovations like these is a small but important piece of staying relevant and meeting customers, prospects, and colleagues where they are. That includes people from Generation Z, considered “true digital natives” (McKinsey & Company). There are more of them than Baby Boomers in the labor force now, and they are sure to shape how the mortgage industry does business in the future, leading the industry to evolve once more.
• • •
Chief Strategy Officer
Highland Mortgage
Let’s just call it like it is — the mortgage industry isn’t for the faint of heart. It’ll humble you real quick, chew up your best-laid plans, and still expect you to smile at the closing table. And for women in leadership — especially those of us with a little Southern twang and a whole lot of hustle — staying relevant takes more than a good strategy. It takes grit, grace, and a deep belief that our voice matters.
I didn’t get to where I am by playing it safe. I got here by staying curious, keeping my boots on the ground, and learning how to lead with both strength and softness. Relevance isn’t something I hope for — it’s something I work for, every single day. Here’s how I stay in the game and keep showing up with heart, humor, and intention.
My grandma used to say, “If you’re already setting the table when guests walk in, you’re late.” That stuck with me. I’ve applied it to everything — from preparing for market shifts to rolling out new tech. Relevance, to me, means staying a few steps ahead. I don’t wait for trends to smack me in the face — I keep my eyes on what’s next and prepare like I’m hosting Sunday dinner for twenty. That mindset has helped me lead confidently through uncertainty, not just react to it. Whether it’s economic changes, borrower needs, or team dynamics, I stay ready so I don’t have to get ready.
Just because I’ve got a title doesn’t mean I’ve got it all figured out. Lord knows this industry will teach you something new every week, whether you want to learn it or not. I’ve made peace with being a student — always asking questions, taking risks, staying open to change, and not being too proud to say, “I don’t know, but I’ll find out.” And friends, the un-learning is just as important. I’ve had to let go of old habits, outdated ways of thinking, and assumptions that no longer serve me or the people I lead. Staying relevant means being flexible and having the wisdom to know when it’s time to pivot. Part of my commitment to staying relevant means going deeper — not just learning on the job but sharpening my knowledge intentionally. That’s why I chose to pursue the Certified Mortgage Banker (CMB) designation which I obtained in 2021. The journey wasn’t easy — but it challenged me, and expanded my perspective, and reaffirmed my passion for this industry. Earning my CMB has been a cornerstone in my continued growth, and it has helped me lead with both confidence and credibility in an ever-evolving market.
The truth, served with grace and a smile, is still the truth. And people will always respect you for that.
Learning doesn’t just happen in the classrooms; it happens through community. That’s why I’ve made it a priority to serve on the boards of the Mortgage Bankers Association of Georgia and Atlanta Mortgage Bankers Association, and stay involved with the Community Home Lenders of America. Volunteering my time has given me the opportunity to network with other leaders, advocate for our industry, and grow in ways I never expected. Those experiences have stretched me, sharpened me, and kept me connected to the real conversations and challenges shaping our business. They’ve reminded me that relevance isn’t just about what you know — it’s also about who you’re walking alongside and what you’re willing to pour back into the industry. Staying relevant means staying curious, staying connected, and staying committed to growth — no matter how long you’ve been doing the work.
Being a woman in this business means walking a fine line. Be strong, but not too strong. Be nice, but not a pushover. I’ve learned that I don’t have to pick between being kind and being clear. I can do both — and I do. I lead with empathy. I care deeply. I check in on people. But I also set expectations, speak directly, and don’t dance around the hard stuff. The truth, served with grace and a smile, is still the truth. And people will always respect you for that.
There’ve been plenty of rooms where I’ve been the only woman, and more than a few where I was the only one with a Southern accent. It used to make me shrink back a little, like I had to prove myself before I could be myself. Not anymore. I’ve learned that my voice belongs in every room I walk into. My perspective is valuable, and my experience is earned. And my femininity? It’s not a liability — it’s a leadership advantage. I show up fully and speak with confidence. And I let my results speak louder than my resume.
This one’s close to my heart. I don’t just want to be known for the deals I helped close or the markets I helped grow — I want to be remembered for the people I helped to rise. Mentorship is my love language. I take time to develop the next generation — especially women who remind me of who I was ten or fifteen years ago: eager, unsure, and full of potential. Nothing makes me prouder than seeing someone I’ve coached take on a leadership role or finally believe in themselves. If relevance is about lasting impact, then people are the legacy.
So, if you’re a woman wondering how to stay relevant, here’s my advice: trust your gut, own your brilliance, and don’t be afraid to bring a little lipstick and laughter to the table.
This took me years to learn, but I guard my energy fiercely. I don’t say yes to everything. I don’t run on empty. I’ve learned to rest — not quit — when I’m tired. I journal, pray, pour a glass of rosé, and sit on the porch when life gets loud. Because staying relevant requires clarity, and clarity comes from quiet. That’s where I get my best ideas and my best perspective.
I didn’t get into this business just to make a living. I got into it to make a difference. Homeownership changes lives — it builds wealth, stability, and legacy. And for many families, especially first-time homebuyers, or those from underserved communities, it can be the start of everything. That’s my “why.” That’s what keeps me passionate, even when the market gets tough. I stay focused on purpose, not just performance. Because when you’re clear on why you do what you do, relevance becomes a byproduct.
Being a woman in mortgage leadership means wearing a lot of hats. It means staying smart, staying kind, and staying rooted in who you are. Relevance doesn’t come from shouting the loudest. It comes from showing up consistently, leading with authenticity, and refusing to be anyone but you.
So, if you’re a woman wondering how to stay relevant, here’s my advice: trust your gut, own your brilliance, and don’t be afraid to bring a little lipstick and laughter to the table. This industry needs you — grit, grace, Southern sass and all.
• • •
Chief Operating Officer,
Incenter Lender Services President
CampusDoor
The mortgage industry is a whirlwind. One minute, rates are at historic lows, fueling a buying and refinance frenzy. The next, the market tightens, and borrower behavior shifts dramatically. Regulations shift, new technologies emerge, and consumer expectations evolve at breakneck speed. In an industry that never slows down, staying relevant isn’t just a goal for mortgage women like us — it’s survival.
Success for women in our field isn’t about merely keeping up. It’s about leading the way. And that requires something more than just knowledge. It takes adaptability, boldness, and an unwavering commitment to growth and relevancy.
Knowledge isn’t just power — it’s currency in an industry that rewards those who are informed and proactive.
Picture two loan officers at the start of their careers. Both are ambitious. Both are hungry for success. But only one makes a habit of reading voraciously about industry changes, attending conferences, and earning certifications. Ten years down the road, one is leading a thriving mortgage team, and the other is struggling to keep her pipeline full. The difference? Lifelong learning.
The mortgage industry doesn’t wait for anyone. New lending programs, regulatory changes, and economic shifts create opportunities, but only for those who are ready. Studies show that professionals who continuously upskill are nearly 50% more likely to advance in their careers than those who don’t (McKinsey & Company).
So how do you make sure you’re the one who stays ahead?
Subscribe to industry publications like National Mortgage Professional (especially their Mortgage Women Magazine publication) and others.
Pursue certifications that give you a competitive edge, such as the Certified Mortgage Banker (CMB) designation.
Immerse yourself in industry events. Whether it’s an MBA conference or a local networking group, staying plugged in is non-negotiable.
Take advantage of online learning. Upskilling platforms abound, but don’t ignore free content that resonates, even from places like YouTube and TikTok.
Knowledge isn’t just power — it’s currency in an industry that rewards those who are informed and proactive.
Just a decade ago, a handshake and a stack of paperwork closed deals. Today, AI-driven underwriting, digital user experiences, and blockchain-backed transactions are reshaping the game. The professionals who embrace technology are thriving. The ones who resist? They’re struggling to stay in the race.
Take automation, for example. Studies predict AI will save mortgage lenders over $30 billion annually by streamlining loan approvals and fraud detection (Forbes, 2023). Meanwhile, CRM systems are transforming client relationships, turning one-time borrowers into lifelong customers.
So, where do you position yourself? Do you adapt or get left behind?
Embrace digital solutions that simplify processes for both you and your clients.
Technology may be revolutionizing lending, but this industry will always be built on trust. And trust is built through relationships.
Leverage CRM systems to nurture stronger relationships.
Explore blockchain and AI — not as distant concepts, but as tools that can enhance efficiency.
The future of mortgage lending isn’t coming. It’s already here. The only question is whether you’ll lead the way or be forced to catch up.
Technology may be revolutionizing lending, but this industry will always be built on trust. And trust is built through relationships.
Think about the top producers in your market. They’re not just transaction-focused — they’re relationship-driven. They remember their clients’ names, their stories, and the details that make them feel valued. Balancing technology with old-school relationship building is critical.
So how do you build a network that works for you?
Foster genuine connections with clients, not just transactional ones.
Stay in touch. A quick follow-up message months after closing can make all the difference. Use technology to help you.
Align yourself with strong referral partners — real estate agents, financial advisors, and attorneys who see you as a trusted expert.
Build a network outside of the mortgage industry. Consider volunteer service, participating on boards, and getting as involved as possible in outside fields you authentically enjoy.
The biggest opportunities in mortgage don’t come from chasing leads. They come from nurturing relationships.
In a crowded market, expertise alone isn’t enough. You need to be seen.
Take a moment to Google yourself. What comes up? A LinkedIn profile with an outdated job title? Or a page filled with insightful articles, speaking engagements, and testimonials?
A strong personal brand makes the difference between being just another industry participant and becoming the go-to expert in your niche. 77% of consumers say they prefer to work with brands they recognize and trust (Sprout Social), and that applies to mortgage professionals, too.
Here’s how to build a brand that stands out:
Define your niche—whether it’s first-time homebuyers, VA loans, luxury clients, or something altogether different. Own your space.
Create valuable content. Share insights on LinkedIn, contribute to industry blogs, or even start a YouTube channel.
Speak up. Whether it’s a podcast guest appearance or an industry panel, visibility leads to credibility.
Engage actively on social media. Don’t just post—interact, comment, and add value to conversations.
Your personal brand is your ticket to leadership. Use it wisely.
Success in mortgage isn’t just about closing deals. It’s about knowing your worth, advocating for it, and constantly increasing your value to your organization.
Studies show that women who negotiate earn 7% more than those who don’t (Glassdoor, 2022). Yet too many women in mortgage hesitate to ask for the salary, commission structure, or leadership roles they deserve. That needs to change.
Invest in leadership training. Whether it’s an executive course or a TED Talk binge on YouTube, leadership is a skill, not an innate trait.
Master negotiation techniques. Books like Never Split the Difference by Chris Voss can turn you into a powerhouse dealmaker.
Step up. Volunteer for leadership roles, mentor younger professionals, and don’t wait for permission to take the lead.
The other side of the coin, of course, is continuously building additional value.
The future of mortgage lending isn’t coming. It’s already here. The only question is whether you’ll lead the way or be forced to catch up.
Take the initiative to learn about parts of the business that are outside of your current purview, like accounting or marketing.
Champion change initiatives in your business, volunteering to be part of communication or implementation teams.
Confidence is built over time. And in this industry, we know that the women who claim their space are the ones who thrive.
The mortgage market is unpredictable. Rates rise. Lending guidelines tighten. The economy shifts. The professionals who succeed long-term aren’t the ones who avoid challenges — they’re the ones who pivot and adapt.
Develop a growth mindset. When challenges arise, see them as opportunities, not setbacks.
Diversify your skill set. Expanding your expertise (think investment properties, Non-QM lending, or credit repair) makes you recession-proof.
Set boundaries and prioritize self-care. Burnout helps no one. Sustainable success comes from balance, not exhaustion.
The most successful mortgage professionals aren’t just skilled — they’re resilient.
This industry is demanding. It will test you. It tests me every single day! But for the women who are willing to learn, adapt, and lead, the opportunities are limitless.
The question isn’t whether you can keep up. It’s whether you’re ready to set the pace. So step forward. Take charge. And build a career that keeps you relevant no matter what
During the COVID-19 pandemic, despite physical distancing, leading mortgage bankers and brokers never rested. Rather, they surged forward by adapting their processes to the times. Remote online notarizations, for example, let them safely complete closings, and increased their competitive advantage as borrowers clamored to refinance, or bought larger residences that would accommodate a home office.
These mortgage professionals recognized that to lead in a continually changing world, they had to change with it. Staying relevant to borrowers, partners, and colleagues was the key.
That principle still holds true, and fluency in new technologies is a large part of being relevant. It’s important to understand the potential of solutions that incorporate AI, machine learning (ML), and data science to improve prospecting, sales, due diligence, underwriting, MSR and whole-loan trading, and more.
New hybrid appraisal solutions, which incorporate both AI and computer vision, are a case in point. It used to be that the mortgage industry’s appraisal partners spent up to 50% of their workdays driving to/from properties and viewing them on-site. During high workload periods, this added as much as two weeks to each closing cycle. With hybrid appraisals, where trained property data collectors do on-site inspections and digital property imaging, and then immediately forward the data to appraisers, there is almost no reason for a delay.
With appraiser populations continuing to decline and capacity issues increasing as the industry gets busier, the hybrid appraisal is one way that lenders can serve their borrowers with a faster and smooth process. That opens an opportunity for mortgage women to establish relationships with the people who offer them.
Being a student of innovations like these is a small but important piece of staying relevant and meeting customers, prospects, and colleagues where they are. That includes people from Generation Z, considered “true digital natives” (McKinsey & Company). There are more of them than Baby Boomers in the labor force now, and they are sure to shape how the mortgage industry does business in the future, leading the industry to evolve once more.
• • •
Chief Strategy Officer
Highland Mortgage
Let’s just call it like it is — the mortgage industry isn’t for the faint of heart. It’ll humble you real quick, chew up your best-laid plans, and still expect you to smile at the closing table. And for women in leadership — especially those of us with a little Southern twang and a whole lot of hustle — staying relevant takes more than a good strategy. It takes grit, grace, and a deep belief that our voice matters.
I didn’t get to where I am by playing it safe. I got here by staying curious, keeping my boots on the ground, and learning how to lead with both strength and softness. Relevance isn’t something I hope for — it’s something I work for, every single day. Here’s how I stay in the game and keep showing up with heart, humor, and intention.
My grandma used to say, “If you’re already setting the table when guests walk in, you’re late.” That stuck with me. I’ve applied it to everything — from preparing for market shifts to rolling out new tech. Relevance, to me, means staying a few steps ahead. I don’t wait for trends to smack me in the face — I keep my eyes on what’s next and prepare like I’m hosting Sunday dinner for twenty. That mindset has helped me lead confidently through uncertainty, not just react to it. Whether it’s economic changes, borrower needs, or team dynamics, I stay ready so I don’t have to get ready.
Just because I’ve got a title doesn’t mean I’ve got it all figured out. Lord knows this industry will teach you something new every week, whether you want to learn it or not. I’ve made peace with being a student — always asking questions, taking risks, staying open to change, and not being too proud to say, “I don’t know, but I’ll find out.” And friends, the un-learning is just as important. I’ve had to let go of old habits, outdated ways of thinking, and assumptions that no longer serve me or the people I lead. Staying relevant means being flexible and having the wisdom to know when it’s time to pivot. Part of my commitment to staying relevant means going deeper — not just learning on the job but sharpening my knowledge intentionally. That’s why I chose to pursue the Certified Mortgage Banker (CMB) designation which I obtained in 2021. The journey wasn’t easy — but it challenged me, and expanded my perspective, and reaffirmed my passion for this industry. Earning my CMB has been a cornerstone in my continued growth, and it has helped me lead with both confidence and credibility in an ever-evolving market.
The truth, served with grace and a smile, is still the truth. And people will always respect you for that.
Learning doesn’t just happen in the classrooms; it happens through community. That’s why I’ve made it a priority to serve on the boards of the Mortgage Bankers Association of Georgia and Atlanta Mortgage Bankers Association, and stay involved with the Community Home Lenders of America. Volunteering my time has given me the opportunity to network with other leaders, advocate for our industry, and grow in ways I never expected. Those experiences have stretched me, sharpened me, and kept me connected to the real conversations and challenges shaping our business. They’ve reminded me that relevance isn’t just about what you know — it’s also about who you’re walking alongside and what you’re willing to pour back into the industry. Staying relevant means staying curious, staying connected, and staying committed to growth — no matter how long you’ve been doing the work.
Being a woman in this business means walking a fine line. Be strong, but not too strong. Be nice, but not a pushover. I’ve learned that I don’t have to pick between being kind and being clear. I can do both — and I do. I lead with empathy. I care deeply. I check in on people. But I also set expectations, speak directly, and don’t dance around the hard stuff. The truth, served with grace and a smile, is still the truth. And people will always respect you for that.
There’ve been plenty of rooms where I’ve been the only woman, and more than a few where I was the only one with a Southern accent. It used to make me shrink back a little, like I had to prove myself before I could be myself. Not anymore. I’ve learned that my voice belongs in every room I walk into. My perspective is valuable, and my experience is earned. And my femininity? It’s not a liability — it’s a leadership advantage. I show up fully and speak with confidence. And I let my results speak louder than my resume.
This one’s close to my heart. I don’t just want to be known for the deals I helped close or the markets I helped grow — I want to be remembered for the people I helped to rise. Mentorship is my love language. I take time to develop the next generation — especially women who remind me of who I was ten or fifteen years ago: eager, unsure, and full of potential. Nothing makes me prouder than seeing someone I’ve coached take on a leadership role or finally believe in themselves. If relevance is about lasting impact, then people are the legacy.
So, if you’re a woman wondering how to stay relevant, here’s my advice: trust your gut, own your brilliance, and don’t be afraid to bring a little lipstick and laughter to the table.
This took me years to learn, but I guard my energy fiercely. I don’t say yes to everything. I don’t run on empty. I’ve learned to rest — not quit — when I’m tired. I journal, pray, pour a glass of rosé, and sit on the porch when life gets loud. Because staying relevant requires clarity, and clarity comes from quiet. That’s where I get my best ideas and my best perspective.
I didn’t get into this business just to make a living. I got into it to make a difference. Homeownership changes lives — it builds wealth, stability, and legacy. And for many families, especially first-time homebuyers, or those from underserved communities, it can be the start of everything. That’s my “why.” That’s what keeps me passionate, even when the market gets tough. I stay focused on purpose, not just performance. Because when you’re clear on why you do what you do, relevance becomes a byproduct.
Being a woman in mortgage leadership means wearing a lot of hats. It means staying smart, staying kind, and staying rooted in who you are. Relevance doesn’t come from shouting the loudest. It comes from showing up consistently, leading with authenticity, and refusing to be anyone but you.
So, if you’re a woman wondering how to stay relevant, here’s my advice: trust your gut, own your brilliance, and don’t be afraid to bring a little lipstick and laughter to the table. This industry needs you — grit, grace, Southern sass and all.
• • •
Chief Operating Officer,
Incenter Lender Services President
CampusDoor
The mortgage industry is a whirlwind. One minute, rates are at historic lows, fueling a buying and refinance frenzy. The next, the market tightens, and borrower behavior shifts dramatically. Regulations shift, new technologies emerge, and consumer expectations evolve at breakneck speed. In an industry that never slows down, staying relevant isn’t just a goal for mortgage women like us — it’s survival.
Success for women in our field isn’t about merely keeping up. It’s about leading the way. And that requires something more than just knowledge. It takes adaptability, boldness, and an unwavering commitment to growth and relevancy.
Knowledge isn’t just power — it’s currency in an industry that rewards those who are informed and proactive.
Picture two loan officers at the start of their careers. Both are ambitious. Both are hungry for success. But only one makes a habit of reading voraciously about industry changes, attending conferences, and earning certifications. Ten years down the road, one is leading a thriving mortgage team, and the other is struggling to keep her pipeline full. The difference? Lifelong learning.
The mortgage industry doesn’t wait for anyone. New lending programs, regulatory changes, and economic shifts create opportunities, but only for those who are ready. Studies show that professionals who continuously upskill are nearly 50% more likely to advance in their careers than those who don’t (McKinsey & Company).
So how do you make sure you’re the one who stays ahead?
Subscribe to industry publications like National Mortgage Professional (especially their Mortgage Women Magazine publication) and others.
Pursue certifications that give you a competitive edge, such as the Certified Mortgage Banker (CMB) designation.
Immerse yourself in industry events. Whether it’s an MBA conference or a local networking group, staying plugged in is non-negotiable.
Take advantage of online learning. Upskilling platforms abound, but don’t ignore free content that resonates, even from places like YouTube and TikTok.
Knowledge isn’t just power — it’s currency in an industry that rewards those who are informed and proactive.
Just a decade ago, a handshake and a stack of paperwork closed deals. Today, AI-driven underwriting, digital user experiences, and blockchain-backed transactions are reshaping the game. The professionals who embrace technology are thriving. The ones who resist? They’re struggling to stay in the race.
Take automation, for example. Studies predict AI will save mortgage lenders over $30 billion annually by streamlining loan approvals and fraud detection (Forbes, 2023). Meanwhile, CRM systems are transforming client relationships, turning one-time borrowers into lifelong customers.
So, where do you position yourself? Do you adapt or get left behind?
Embrace digital solutions that simplify processes for both you and your clients.
Technology may be revolutionizing lending, but this industry will always be built on trust. And trust is built through relationships.
Leverage CRM systems to nurture stronger relationships.
Explore blockchain and AI — not as distant concepts, but as tools that can enhance efficiency.
The future of mortgage lending isn’t coming. It’s already here. The only question is whether you’ll lead the way or be forced to catch up.
Technology may be revolutionizing lending, but this industry will always be built on trust. And trust is built through relationships.
Think about the top producers in your market. They’re not just transaction-focused — they’re relationship-driven. They remember their clients’ names, their stories, and the details that make them feel valued. Balancing technology with old-school relationship building is critical.
So how do you build a network that works for you?
Foster genuine connections with clients, not just transactional ones.
Stay in touch. A quick follow-up message months after closing can make all the difference. Use technology to help you.
Align yourself with strong referral partners — real estate agents, financial advisors, and attorneys who see you as a trusted expert.
Build a network outside of the mortgage industry. Consider volunteer service, participating on boards, and getting as involved as possible in outside fields you authentically enjoy.
The biggest opportunities in mortgage don’t come from chasing leads. They come from nurturing relationships.
In a crowded market, expertise alone isn’t enough. You need to be seen.
Take a moment to Google yourself. What comes up? A LinkedIn profile with an outdated job title? Or a page filled with insightful articles, speaking engagements, and testimonials?
A strong personal brand makes the difference between being just another industry participant and becoming the go-to expert in your niche. 77% of consumers say they prefer to work with brands they recognize and trust (Sprout Social), and that applies to mortgage professionals, too.
Here’s how to build a brand that stands out:
Define your niche—whether it’s first-time homebuyers, VA loans, luxury clients, or something altogether different. Own your space.
Create valuable content. Share insights on LinkedIn, contribute to industry blogs, or even start a YouTube channel.
Speak up. Whether it’s a podcast guest appearance or an industry panel, visibility leads to credibility.
Engage actively on social media. Don’t just post—interact, comment, and add value to conversations.
Your personal brand is your ticket to leadership. Use it wisely.
Success in mortgage isn’t just about closing deals. It’s about knowing your worth, advocating for it, and constantly increasing your value to your organization.
Studies show that women who negotiate earn 7% more than those who don’t (Glassdoor, 2022). Yet too many women in mortgage hesitate to ask for the salary, commission structure, or leadership roles they deserve. That needs to change.
Invest in leadership training. Whether it’s an executive course or a TED Talk binge on YouTube, leadership is a skill, not an innate trait.
Master negotiation techniques. Books like Never Split the Difference by Chris Voss can turn you into a powerhouse dealmaker.
Step up. Volunteer for leadership roles, mentor younger professionals, and don’t wait for permission to take the lead.
The other side of the coin, of course, is continuously building additional value.
The future of mortgage lending isn’t coming. It’s already here. The only question is whether you’ll lead the way or be forced to catch up.
Take the initiative to learn about parts of the business that are outside of your current purview, like accounting or marketing.
Champion change initiatives in your business, volunteering to be part of communication or implementation teams.
Confidence is built over time. And in this industry, we know that the women who claim their space are the ones who thrive.
The mortgage market is unpredictable. Rates rise. Lending guidelines tighten. The economy shifts. The professionals who succeed long-term aren’t the ones who avoid challenges — they’re the ones who pivot and adapt.
Develop a growth mindset. When challenges arise, see them as opportunities, not setbacks.
Diversify your skill set. Expanding your expertise (think investment properties, Non-QM lending, or credit repair) makes you recession-proof.
Set boundaries and prioritize self-care. Burnout helps no one. Sustainable success comes from balance, not exhaustion.
The most successful mortgage professionals aren’t just skilled — they’re resilient.
This industry is demanding. It will test you. It tests me every single day! But for the women who are willing to learn, adapt, and lead, the opportunities are limitless.
The question isn’t whether you can keep up. It’s whether you’re ready to set the pace. So step forward. Take charge. And build a career that keeps you relevant no matter what
During the COVID-19 pandemic, despite physical distancing, leading mortgage bankers and brokers never rested. Rather, they surged forward by adapting their processes to the times. Remote online notarizations, for example, let them safely complete closings, and increased their competitive advantage as borrowers clamored to refinance, or bought larger residences that would accommodate a home office.
These mortgage professionals recognized that to lead in a continually changing world, they had to change with it. Staying relevant to borrowers, partners, and colleagues was the key.
That principle still holds true, and fluency in new technologies is a large part of being relevant. It’s important to understand the potential of solutions that incorporate AI, machine learning (ML), and data science to improve prospecting, sales, due diligence, underwriting, MSR and whole-loan trading, and more.
New hybrid appraisal solutions, which incorporate both AI and computer vision, are a case in point. It used to be that the mortgage industry’s appraisal partners spent up to 50% of their workdays driving to/from properties and viewing them on-site. During high workload periods, this added as much as two weeks to each closing cycle. With hybrid appraisals, where trained property data collectors do on-site inspections and digital property imaging, and then immediately forward the data to appraisers, there is almost no reason for a delay.
With appraiser populations continuing to decline and capacity issues increasing as the industry gets busier, the hybrid appraisal is one way that lenders can serve their borrowers with a faster and smooth process. That opens an opportunity for mortgage women to establish relationships with the people who offer them.
Being a student of innovations like these is a small but important piece of staying relevant and meeting customers, prospects, and colleagues where they are. That includes people from Generation Z, considered “true digital natives” (McKinsey & Company). There are more of them than Baby Boomers in the labor force now, and they are sure to shape how the mortgage industry does business in the future, leading the industry to evolve once more.
• • •
Chief Strategy Officer
Highland Mortgage
Let’s just call it like it is — the mortgage industry isn’t for the faint of heart. It’ll humble you real quick, chew up your best-laid plans, and still expect you to smile at the closing table. And for women in leadership — especially those of us with a little Southern twang and a whole lot of hustle — staying relevant takes more than a good strategy. It takes grit, grace, and a deep belief that our voice matters.
I didn’t get to where I am by playing it safe. I got here by staying curious, keeping my boots on the ground, and learning how to lead with both strength and softness. Relevance isn’t something I hope for — it’s something I work for, every single day. Here’s how I stay in the game and keep showing up with heart, humor, and intention.
My grandma used to say, “If you’re already setting the table when guests walk in, you’re late.” That stuck with me. I’ve applied it to everything — from preparing for market shifts to rolling out new tech. Relevance, to me, means staying a few steps ahead. I don’t wait for trends to smack me in the face — I keep my eyes on what’s next and prepare like I’m hosting Sunday dinner for twenty. That mindset has helped me lead confidently through uncertainty, not just react to it. Whether it’s economic changes, borrower needs, or team dynamics, I stay ready so I don’t have to get ready.
Just because I’ve got a title doesn’t mean I’ve got it all figured out. Lord knows this industry will teach you something new every week, whether you want to learn it or not. I’ve made peace with being a student — always asking questions, taking risks, staying open to change, and not being too proud to say, “I don’t know, but I’ll find out.” And friends, the un-learning is just as important. I’ve had to let go of old habits, outdated ways of thinking, and assumptions that no longer serve me or the people I lead. Staying relevant means being flexible and having the wisdom to know when it’s time to pivot. Part of my commitment to staying relevant means going deeper — not just learning on the job but sharpening my knowledge intentionally. That’s why I chose to pursue the Certified Mortgage Banker (CMB) designation which I obtained in 2021. The journey wasn’t easy — but it challenged me, and expanded my perspective, and reaffirmed my passion for this industry. Earning my CMB has been a cornerstone in my continued growth, and it has helped me lead with both confidence and credibility in an ever-evolving market.
The truth, served with grace and a smile, is still the truth. And people will always respect you for that.
Learning doesn’t just happen in the classrooms; it happens through community. That’s why I’ve made it a priority to serve on the boards of the Mortgage Bankers Association of Georgia and Atlanta Mortgage Bankers Association, and stay involved with the Community Home Lenders of America. Volunteering my time has given me the opportunity to network with other leaders, advocate for our industry, and grow in ways I never expected. Those experiences have stretched me, sharpened me, and kept me connected to the real conversations and challenges shaping our business. They’ve reminded me that relevance isn’t just about what you know — it’s also about who you’re walking alongside and what you’re willing to pour back into the industry. Staying relevant means staying curious, staying connected, and staying committed to growth — no matter how long you’ve been doing the work.
Being a woman in this business means walking a fine line. Be strong, but not too strong. Be nice, but not a pushover. I’ve learned that I don’t have to pick between being kind and being clear. I can do both — and I do. I lead with empathy. I care deeply. I check in on people. But I also set expectations, speak directly, and don’t dance around the hard stuff. The truth, served with grace and a smile, is still the truth. And people will always respect you for that.
There’ve been plenty of rooms where I’ve been the only woman, and more than a few where I was the only one with a Southern accent. It used to make me shrink back a little, like I had to prove myself before I could be myself. Not anymore. I’ve learned that my voice belongs in every room I walk into. My perspective is valuable, and my experience is earned. And my femininity? It’s not a liability — it’s a leadership advantage. I show up fully and speak with confidence. And I let my results speak louder than my resume.
This one’s close to my heart. I don’t just want to be known for the deals I helped close or the markets I helped grow — I want to be remembered for the people I helped to rise. Mentorship is my love language. I take time to develop the next generation — especially women who remind me of who I was ten or fifteen years ago: eager, unsure, and full of potential. Nothing makes me prouder than seeing someone I’ve coached take on a leadership role or finally believe in themselves. If relevance is about lasting impact, then people are the legacy.
So, if you’re a woman wondering how to stay relevant, here’s my advice: trust your gut, own your brilliance, and don’t be afraid to bring a little lipstick and laughter to the table.
This took me years to learn, but I guard my energy fiercely. I don’t say yes to everything. I don’t run on empty. I’ve learned to rest — not quit — when I’m tired. I journal, pray, pour a glass of rosé, and sit on the porch when life gets loud. Because staying relevant requires clarity, and clarity comes from quiet. That’s where I get my best ideas and my best perspective.
I didn’t get into this business just to make a living. I got into it to make a difference. Homeownership changes lives — it builds wealth, stability, and legacy. And for many families, especially first-time homebuyers, or those from underserved communities, it can be the start of everything. That’s my “why.” That’s what keeps me passionate, even when the market gets tough. I stay focused on purpose, not just performance. Because when you’re clear on why you do what you do, relevance becomes a byproduct.
Being a woman in mortgage leadership means wearing a lot of hats. It means staying smart, staying kind, and staying rooted in who you are. Relevance doesn’t come from shouting the loudest. It comes from showing up consistently, leading with authenticity, and refusing to be anyone but you.
So, if you’re a woman wondering how to stay relevant, here’s my advice: trust your gut, own your brilliance, and don’t be afraid to bring a little lipstick and laughter to the table. This industry needs you — grit, grace, Southern sass and all.
• • •
Chief Operating Officer,
Incenter Lender Services President
CampusDoor
The mortgage industry is a whirlwind. One minute, rates are at historic lows, fueling a buying and refinance frenzy. The next, the market tightens, and borrower behavior shifts dramatically. Regulations shift, new technologies emerge, and consumer expectations evolve at breakneck speed. In an industry that never slows down, staying relevant isn’t just a goal for mortgage women like us — it’s survival.
Success for women in our field isn’t about merely keeping up. It’s about leading the way. And that requires something more than just knowledge. It takes adaptability, boldness, and an unwavering commitment to growth and relevancy.
Knowledge isn’t just power — it’s currency in an industry that rewards those who are informed and proactive.
Picture two loan officers at the start of their careers. Both are ambitious. Both are hungry for success. But only one makes a habit of reading voraciously about industry changes, attending conferences, and earning certifications. Ten years down the road, one is leading a thriving mortgage team, and the other is struggling to keep her pipeline full. The difference? Lifelong learning.
The mortgage industry doesn’t wait for anyone. New lending programs, regulatory changes, and economic shifts create opportunities, but only for those who are ready. Studies show that professionals who continuously upskill are nearly 50% more likely to advance in their careers than those who don’t (McKinsey & Company).
So how do you make sure you’re the one who stays ahead?
Subscribe to industry publications like National Mortgage Professional (especially their Mortgage Women Magazine publication) and others.
Pursue certifications that give you a competitive edge, such as the Certified Mortgage Banker (CMB) designation.
Immerse yourself in industry events. Whether it’s an MBA conference or a local networking group, staying plugged in is non-negotiable.
Take advantage of online learning. Upskilling platforms abound, but don’t ignore free content that resonates, even from places like YouTube and TikTok.
Knowledge isn’t just power — it’s currency in an industry that rewards those who are informed and proactive.
Just a decade ago, a handshake and a stack of paperwork closed deals. Today, AI-driven underwriting, digital user experiences, and blockchain-backed transactions are reshaping the game. The professionals who embrace technology are thriving. The ones who resist? They’re struggling to stay in the race.
Take automation, for example. Studies predict AI will save mortgage lenders over $30 billion annually by streamlining loan approvals and fraud detection (Forbes, 2023). Meanwhile, CRM systems are transforming client relationships, turning one-time borrowers into lifelong customers.
So, where do you position yourself? Do you adapt or get left behind?
Embrace digital solutions that simplify processes for both you and your clients.
Technology may be revolutionizing lending, but this industry will always be built on trust. And trust is built through relationships.
Leverage CRM systems to nurture stronger relationships.
Explore blockchain and AI — not as distant concepts, but as tools that can enhance efficiency.
The future of mortgage lending isn’t coming. It’s already here. The only question is whether you’ll lead the way or be forced to catch up.
Technology may be revolutionizing lending, but this industry will always be built on trust. And trust is built through relationships.
Think about the top producers in your market. They’re not just transaction-focused — they’re relationship-driven. They remember their clients’ names, their stories, and the details that make them feel valued. Balancing technology with old-school relationship building is critical.
So how do you build a network that works for you?
Foster genuine connections with clients, not just transactional ones.
Stay in touch. A quick follow-up message months after closing can make all the difference. Use technology to help you.
Align yourself with strong referral partners — real estate agents, financial advisors, and attorneys who see you as a trusted expert.
Build a network outside of the mortgage industry. Consider volunteer service, participating on boards, and getting as involved as possible in outside fields you authentically enjoy.
The biggest opportunities in mortgage don’t come from chasing leads. They come from nurturing relationships.
In a crowded market, expertise alone isn’t enough. You need to be seen.
Take a moment to Google yourself. What comes up? A LinkedIn profile with an outdated job title? Or a page filled with insightful articles, speaking engagements, and testimonials?
A strong personal brand makes the difference between being just another industry participant and becoming the go-to expert in your niche. 77% of consumers say they prefer to work with brands they recognize and trust (Sprout Social), and that applies to mortgage professionals, too.
Here’s how to build a brand that stands out:
Define your niche—whether it’s first-time homebuyers, VA loans, luxury clients, or something altogether different. Own your space.
Create valuable content. Share insights on LinkedIn, contribute to industry blogs, or even start a YouTube channel.
Speak up. Whether it’s a podcast guest appearance or an industry panel, visibility leads to credibility.
Engage actively on social media. Don’t just post—interact, comment, and add value to conversations.
Your personal brand is your ticket to leadership. Use it wisely.
Success in mortgage isn’t just about closing deals. It’s about knowing your worth, advocating for it, and constantly increasing your value to your organization.
Studies show that women who negotiate earn 7% more than those who don’t (Glassdoor, 2022). Yet too many women in mortgage hesitate to ask for the salary, commission structure, or leadership roles they deserve. That needs to change.
Invest in leadership training. Whether it’s an executive course or a TED Talk binge on YouTube, leadership is a skill, not an innate trait.
Master negotiation techniques. Books like Never Split the Difference by Chris Voss can turn you into a powerhouse dealmaker.
Step up. Volunteer for leadership roles, mentor younger professionals, and don’t wait for permission to take the lead.
The other side of the coin, of course, is continuously building additional value.
The future of mortgage lending isn’t coming. It’s already here. The only question is whether you’ll lead the way or be forced to catch up.
Take the initiative to learn about parts of the business that are outside of your current purview, like accounting or marketing.
Champion change initiatives in your business, volunteering to be part of communication or implementation teams.
Confidence is built over time. And in this industry, we know that the women who claim their space are the ones who thrive.
The mortgage market is unpredictable. Rates rise. Lending guidelines tighten. The economy shifts. The professionals who succeed long-term aren’t the ones who avoid challenges — they’re the ones who pivot and adapt.
Develop a growth mindset. When challenges arise, see them as opportunities, not setbacks.
Diversify your skill set. Expanding your expertise (think investment properties, Non-QM lending, or credit repair) makes you recession-proof.
Set boundaries and prioritize self-care. Burnout helps no one. Sustainable success comes from balance, not exhaustion.
The most successful mortgage professionals aren’t just skilled — they’re resilient.
This industry is demanding. It will test you. It tests me every single day! But for the women who are willing to learn, adapt, and lead, the opportunities are limitless.
The question isn’t whether you can keep up. It’s whether you’re ready to set the pace. So step forward. Take charge. And build a career that keeps you relevant no matter what
During the COVID-19 pandemic, despite physical distancing, leading mortgage bankers and brokers never rested. Rather, they surged forward by adapting their processes to the times. Remote online notarizations, for example, let them safely complete closings, and increased their competitive advantage as borrowers clamored to refinance, or bought larger residences that would accommodate a home office.
These mortgage professionals recognized that to lead in a continually changing world, they had to change with it. Staying relevant to borrowers, partners, and colleagues was the key.
That principle still holds true, and fluency in new technologies is a large part of being relevant. It’s important to understand the potential of solutions that incorporate AI, machine learning (ML), and data science to improve prospecting, sales, due diligence, underwriting, MSR and whole-loan trading, and more.
New hybrid appraisal solutions, which incorporate both AI and computer vision, are a case in point. It used to be that the mortgage industry’s appraisal partners spent up to 50% of their workdays driving to/from properties and viewing them on-site. During high workload periods, this added as much as two weeks to each closing cycle. With hybrid appraisals, where trained property data collectors do on-site inspections and digital property imaging, and then immediately forward the data to appraisers, there is almost no reason for a delay.
With appraiser populations continuing to decline and capacity issues increasing as the industry gets busier, the hybrid appraisal is one way that lenders can serve their borrowers with a faster and smooth process. That opens an opportunity for mortgage women to establish relationships with the people who offer them.
Being a student of innovations like these is a small but important piece of staying relevant and meeting customers, prospects, and colleagues where they are. That includes people from Generation Z, considered “true digital natives” (McKinsey & Company). There are more of them than Baby Boomers in the labor force now, and they are sure to shape how the mortgage industry does business in the future, leading the industry to evolve once more.
• • •
Chief Strategy Officer
Highland Mortgage
Let’s just call it like it is — the mortgage industry isn’t for the faint of heart. It’ll humble you real quick, chew up your best-laid plans, and still expect you to smile at the closing table. And for women in leadership — especially those of us with a little Southern twang and a whole lot of hustle — staying relevant takes more than a good strategy. It takes grit, grace, and a deep belief that our voice matters.
I didn’t get to where I am by playing it safe. I got here by staying curious, keeping my boots on the ground, and learning how to lead with both strength and softness. Relevance isn’t something I hope for — it’s something I work for, every single day. Here’s how I stay in the game and keep showing up with heart, humor, and intention.
My grandma used to say, “If you’re already setting the table when guests walk in, you’re late.” That stuck with me. I’ve applied it to everything — from preparing for market shifts to rolling out new tech. Relevance, to me, means staying a few steps ahead. I don’t wait for trends to smack me in the face — I keep my eyes on what’s next and prepare like I’m hosting Sunday dinner for twenty. That mindset has helped me lead confidently through uncertainty, not just react to it. Whether it’s economic changes, borrower needs, or team dynamics, I stay ready so I don’t have to get ready.
Just because I’ve got a title doesn’t mean I’ve got it all figured out. Lord knows this industry will teach you something new every week, whether you want to learn it or not. I’ve made peace with being a student — always asking questions, taking risks, staying open to change, and not being too proud to say, “I don’t know, but I’ll find out.” And friends, the un-learning is just as important. I’ve had to let go of old habits, outdated ways of thinking, and assumptions that no longer serve me or the people I lead. Staying relevant means being flexible and having the wisdom to know when it’s time to pivot. Part of my commitment to staying relevant means going deeper — not just learning on the job but sharpening my knowledge intentionally. That’s why I chose to pursue the Certified Mortgage Banker (CMB) designation which I obtained in 2021. The journey wasn’t easy — but it challenged me, and expanded my perspective, and reaffirmed my passion for this industry. Earning my CMB has been a cornerstone in my continued growth, and it has helped me lead with both confidence and credibility in an ever-evolving market.
The truth, served with grace and a smile, is still the truth. And people will always respect you for that.
Learning doesn’t just happen in the classrooms; it happens through community. That’s why I’ve made it a priority to serve on the boards of the Mortgage Bankers Association of Georgia and Atlanta Mortgage Bankers Association, and stay involved with the Community Home Lenders of America. Volunteering my time has given me the opportunity to network with other leaders, advocate for our industry, and grow in ways I never expected. Those experiences have stretched me, sharpened me, and kept me connected to the real conversations and challenges shaping our business. They’ve reminded me that relevance isn’t just about what you know — it’s also about who you’re walking alongside and what you’re willing to pour back into the industry. Staying relevant means staying curious, staying connected, and staying committed to growth — no matter how long you’ve been doing the work.
Being a woman in this business means walking a fine line. Be strong, but not too strong. Be nice, but not a pushover. I’ve learned that I don’t have to pick between being kind and being clear. I can do both — and I do. I lead with empathy. I care deeply. I check in on people. But I also set expectations, speak directly, and don’t dance around the hard stuff. The truth, served with grace and a smile, is still the truth. And people will always respect you for that.
There’ve been plenty of rooms where I’ve been the only woman, and more than a few where I was the only one with a Southern accent. It used to make me shrink back a little, like I had to prove myself before I could be myself. Not anymore. I’ve learned that my voice belongs in every room I walk into. My perspective is valuable, and my experience is earned. And my femininity? It’s not a liability — it’s a leadership advantage. I show up fully and speak with confidence. And I let my results speak louder than my resume.
This one’s close to my heart. I don’t just want to be known for the deals I helped close or the markets I helped grow — I want to be remembered for the people I helped to rise. Mentorship is my love language. I take time to develop the next generation — especially women who remind me of who I was ten or fifteen years ago: eager, unsure, and full of potential. Nothing makes me prouder than seeing someone I’ve coached take on a leadership role or finally believe in themselves. If relevance is about lasting impact, then people are the legacy.
So, if you’re a woman wondering how to stay relevant, here’s my advice: trust your gut, own your brilliance, and don’t be afraid to bring a little lipstick and laughter to the table.
This took me years to learn, but I guard my energy fiercely. I don’t say yes to everything. I don’t run on empty. I’ve learned to rest — not quit — when I’m tired. I journal, pray, pour a glass of rosé, and sit on the porch when life gets loud. Because staying relevant requires clarity, and clarity comes from quiet. That’s where I get my best ideas and my best perspective.
I didn’t get into this business just to make a living. I got into it to make a difference. Homeownership changes lives — it builds wealth, stability, and legacy. And for many families, especially first-time homebuyers, or those from underserved communities, it can be the start of everything. That’s my “why.” That’s what keeps me passionate, even when the market gets tough. I stay focused on purpose, not just performance. Because when you’re clear on why you do what you do, relevance becomes a byproduct.
Being a woman in mortgage leadership means wearing a lot of hats. It means staying smart, staying kind, and staying rooted in who you are. Relevance doesn’t come from shouting the loudest. It comes from showing up consistently, leading with authenticity, and refusing to be anyone but you.
So, if you’re a woman wondering how to stay relevant, here’s my advice: trust your gut, own your brilliance, and don’t be afraid to bring a little lipstick and laughter to the table. This industry needs you — grit, grace, Southern sass and all.
• • •
Chief Operating Officer,
Incenter Lender Services President
CampusDoor
The mortgage industry is a whirlwind. One minute, rates are at historic lows, fueling a buying and refinance frenzy. The next, the market tightens, and borrower behavior shifts dramatically. Regulations shift, new technologies emerge, and consumer expectations evolve at breakneck speed. In an industry that never slows down, staying relevant isn’t just a goal for mortgage women like us — it’s survival.
Success for women in our field isn’t about merely keeping up. It’s about leading the way. And that requires something more than just knowledge. It takes adaptability, boldness, and an unwavering commitment to growth and relevancy.
Knowledge isn’t just power — it’s currency in an industry that rewards those who are informed and proactive.
Picture two loan officers at the start of their careers. Both are ambitious. Both are hungry for success. But only one makes a habit of reading voraciously about industry changes, attending conferences, and earning certifications. Ten years down the road, one is leading a thriving mortgage team, and the other is struggling to keep her pipeline full. The difference? Lifelong learning.
The mortgage industry doesn’t wait for anyone. New lending programs, regulatory changes, and economic shifts create opportunities, but only for those who are ready. Studies show that professionals who continuously upskill are nearly 50% more likely to advance in their careers than those who don’t (McKinsey & Company).
So how do you make sure you’re the one who stays ahead?
Subscribe to industry publications like National Mortgage Professional (especially their Mortgage Women Magazine publication) and others.
Pursue certifications that give you a competitive edge, such as the Certified Mortgage Banker (CMB) designation.
Immerse yourself in industry events. Whether it’s an MBA conference or a local networking group, staying plugged in is non-negotiable.
Take advantage of online learning. Upskilling platforms abound, but don’t ignore free content that resonates, even from places like YouTube and TikTok.
Knowledge isn’t just power — it’s currency in an industry that rewards those who are informed and proactive.
Just a decade ago, a handshake and a stack of paperwork closed deals. Today, AI-driven underwriting, digital user experiences, and blockchain-backed transactions are reshaping the game. The professionals who embrace technology are thriving. The ones who resist? They’re struggling to stay in the race.
Take automation, for example. Studies predict AI will save mortgage lenders over $30 billion annually by streamlining loan approvals and fraud detection (Forbes, 2023). Meanwhile, CRM systems are transforming client relationships, turning one-time borrowers into lifelong customers.
So, where do you position yourself? Do you adapt or get left behind?
Embrace digital solutions that simplify processes for both you and your clients.
Technology may be revolutionizing lending, but this industry will always be built on trust. And trust is built through relationships.
Leverage CRM systems to nurture stronger relationships.
Explore blockchain and AI — not as distant concepts, but as tools that can enhance efficiency.
The future of mortgage lending isn’t coming. It’s already here. The only question is whether you’ll lead the way or be forced to catch up.
Technology may be revolutionizing lending, but this industry will always be built on trust. And trust is built through relationships.
Think about the top producers in your market. They’re not just transaction-focused — they’re relationship-driven. They remember their clients’ names, their stories, and the details that make them feel valued. Balancing technology with old-school relationship building is critical.
So how do you build a network that works for you?
Foster genuine connections with clients, not just transactional ones.
Stay in touch. A quick follow-up message months after closing can make all the difference. Use technology to help you.
Align yourself with strong referral partners — real estate agents, financial advisors, and attorneys who see you as a trusted expert.
Build a network outside of the mortgage industry. Consider volunteer service, participating on boards, and getting as involved as possible in outside fields you authentically enjoy.
The biggest opportunities in mortgage don’t come from chasing leads. They come from nurturing relationships.
In a crowded market, expertise alone isn’t enough. You need to be seen.
Take a moment to Google yourself. What comes up? A LinkedIn profile with an outdated job title? Or a page filled with insightful articles, speaking engagements, and testimonials?
A strong personal brand makes the difference between being just another industry participant and becoming the go-to expert in your niche. 77% of consumers say they prefer to work with brands they recognize and trust (Sprout Social), and that applies to mortgage professionals, too.
Here’s how to build a brand that stands out:
Define your niche—whether it’s first-time homebuyers, VA loans, luxury clients, or something altogether different. Own your space.
Create valuable content. Share insights on LinkedIn, contribute to industry blogs, or even start a YouTube channel.
Speak up. Whether it’s a podcast guest appearance or an industry panel, visibility leads to credibility.
Engage actively on social media. Don’t just post—interact, comment, and add value to conversations.
Your personal brand is your ticket to leadership. Use it wisely.
Success in mortgage isn’t just about closing deals. It’s about knowing your worth, advocating for it, and constantly increasing your value to your organization.
Studies show that women who negotiate earn 7% more than those who don’t (Glassdoor, 2022). Yet too many women in mortgage hesitate to ask for the salary, commission structure, or leadership roles they deserve. That needs to change.
Invest in leadership training. Whether it’s an executive course or a TED Talk binge on YouTube, leadership is a skill, not an innate trait.
Master negotiation techniques. Books like Never Split the Difference by Chris Voss can turn you into a powerhouse dealmaker.
Step up. Volunteer for leadership roles, mentor younger professionals, and don’t wait for permission to take the lead.
The other side of the coin, of course, is continuously building additional value.
The future of mortgage lending isn’t coming. It’s already here. The only question is whether you’ll lead the way or be forced to catch up.
Take the initiative to learn about parts of the business that are outside of your current purview, like accounting or marketing.
Champion change initiatives in your business, volunteering to be part of communication or implementation teams.
Confidence is built over time. And in this industry, we know that the women who claim their space are the ones who thrive.
The mortgage market is unpredictable. Rates rise. Lending guidelines tighten. The economy shifts. The professionals who succeed long-term aren’t the ones who avoid challenges — they’re the ones who pivot and adapt.
Develop a growth mindset. When challenges arise, see them as opportunities, not setbacks.
Diversify your skill set. Expanding your expertise (think investment properties, Non-QM lending, or credit repair) makes you recession-proof.
Set boundaries and prioritize self-care. Burnout helps no one. Sustainable success comes from balance, not exhaustion.
The most successful mortgage professionals aren’t just skilled — they’re resilient.
This industry is demanding. It will test you. It tests me every single day! But for the women who are willing to learn, adapt, and lead, the opportunities are limitless.
The question isn’t whether you can keep up. It’s whether you’re ready to set the pace. So step forward. Take charge. And build a career that keeps you relevant no matter what
MaxClass is a woman-owned company, and we're offering MWLC members 65% off your continuing education when you use our code WOMENWIN.
MaxClass is a woman-owned company, and we're offering MWLC members 65% off your continuing education. Become a member for our unique code.
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You've earned your place. Don't let others make you feel differently.
PBJ Mortgage makes home financing as easy as lunch
MaxClass is a woman-owned company, and we're offering MWLC members 65% off your continuing education when you use our code WOMENWIN.
MaxClass is a woman-owned company, and we're offering MWLC members 65% off your continuing education. Become a member for our unique code.
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Honoring the women who are defining the future of mortgage
Find yourself to lead others on a journey of self-discovery
Real talk on branding that actually resonates
How women can lift each other up in the mortgage industry
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