This week on Power House, Diego chats with Windsor Mortgage CEO Chris Vinson. After his company, Journey Mortgage, was acquired by the South Dakota-based Plains Commerce Bank, Chris joined the Plains Commerce team to head their growing mortgage division.
He and Diego talk about how Windsor is differentiating itself from other wholesale competition by personalized and localized coaching and tech services. They also talk about Windsor’s daily accountability strategy for account executives, their focus on community banks, and how they maintain growth amid a high-rate environment.
Here’s what you’ll learn:
Windsor focuses on the wholesale channel, primarily conforming agency and jumbo loans.
They pride themselves on personal customer service with a small team of account executives.
Chris emphasizes the importance of coaching and support for originators.
The company leverages personalized technology to enhance the closing experience.
Chris believes in accountability and metrics for account executives to drive success.
Windsor Mortgage aims to be the best fit for brokers and originators, not the biggest.
