Episodes

How to Sell to Banks and Lenders | Tiffany Stringfellow (Moody's Analytics)
June 12, 2026

How to Sell to Banks and Lenders | Tiffany Stringfellow (Moody's Anal…

In this episode, I sit down with Tiffany Stringfellow, Director of Client Development at Moody’s, to talk about selling AI-powered workflow tools into lenders, banks, and credit unions. Tiffany shares why cycle time is often ...

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Every Conversation Is Worth the Conversation | Amanda Padd (Secure Insight)
June 5, 2026

Every Conversation Is Worth the Conversation | Amanda Padd (Secure In…

In this episode, I sit down with Amanda Padd, Chief Revenue Officer at Secure Insight, to talk about selling fraud prevention and risk management technology into the mortgage industry. Amanda explains why many lenders only st...

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What Every AE Gets Wrong About Customer Success | Alexis Cisneros (Matey AI)
May 31, 2026

What Every AE Gets Wrong About Customer Success | Alexis Cisneros (Ma…

In this episode, I sit down with Alexis Cisneros, Vice President of Client Success at Matey AI, to talk about what happens after the deal closes, how customer churn can start during discovery, and why sales and customer succe...

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Why Executives Ignore Your Sales Pitch | Ben Sizemore (Land Gorilla)
May 27, 2026

Why Executives Ignore Your Sales Pitch | Ben Sizemore (Land Gorilla)

In this episode, I sit down with Ben Sizemore, Chief Information Officer at Land Gorilla, to talk about how technology buyers evaluate vendors, what makes salespeople credible with executives, and why most software pitches fa...

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How to Sell AI in the Mortgage Industry | Mike Brown (Gateless)
May 13, 2026

How to Sell AI in the Mortgage Industry | Mike Brown (Gateless)

In this episode, I sit down with Mike Brown, CRO at Gateless, to talk about selling AI in the mortgage industry, building lean revenue teams, and proving ROI in a heavily regulated market. Mike shares how Gateless is using AI...

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How to Be the Best BDR at Your Company | Jim Robertson (CertifID)
May 3, 2026

How to Be the Best BDR at Your Company | Jim Robertson (CertifID)

In this episode, I sit down with Jim Robertson, who leads the business development team at CertifID, to break down what separates great BDRs from average ones. Jim shares why the best reps are deeply curious, care about the p...

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How to Sell Software in a Heavily Regulated Industry | Nina Hein (Homebot)
May 3, 2026

How to Sell Software in a Heavily Regulated Industry | Nina Hein (Hom…

In this episode, I sit down with Nina Hein, Director of Growth for the title vertical at Homebot, to talk about what it actually looks like to sell technology into real estate, mortgage, and title. Nina shares how she went fr...

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Lessons from a CRO: Scaling a Tech Company in 2026 | Joe Zeibert (Mortgage Cadence)
May 1, 2026

Lessons from a CRO: Scaling a Tech Company in 2026 | Joe Zeibert (Mor…

In this episode, I sit down with Joe Zeibert, Chief Revenue Officer at Mortgage Cadence, to talk about what it takes to lead sales in mortgage technology at a time when the industry is under pressure, costs are rising, and le...

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How to Sell Software by Asking Better Questions | Dillan Dove (JewelLink)
April 30, 2026

How to Sell Software by Asking Better Questions | Dillan Dove (JewelL…

In this episode, I sit down with Dillan Dove, VP of Sales at JewelLink, to talk about building a sales motion from the ground up, coaching reps hard, and turning industry knowledge into a real software sales advantage. Dillan...

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How to Get Promoted at an Elite Sales Org | Soraya Hatcher (HubSpot)
April 29, 2026

How to Get Promoted at an Elite Sales Org | Soraya Hatcher (HubSpot)

In this episode, I sit down with Soraya Hatcher, SMB Sales Manager at HubSpot, to talk about how AEs can position themselves for sales leadership, build trust in a remote environment, and manage a team with more structure and...

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How to Sell AI in an Industry Dominated by Legacy Tech | Chris McLendon
April 27, 2026

How to Sell AI in an Industry Dominated by Legacy Tech | Chris McLend…

In this episode, I sit down with Chris McLendon, Partner and Chief Revenue Officer at TidalWave, to talk about what it looks like to sell AI-native mortgage technology into an industry that is under margin pressure, skeptical...

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How to Demo Software Without Turning It Into a Product Tour | Seth Haake
April 25, 2026

How to Demo Software Without Turning It Into a Product Tour | Seth Ha…

In this episode, I sit down with Seth Haake, Strategic Sales Engineer at Total Expert, to talk about how mortgage technology companies win enterprise deals by selling outcomes instead of features. Seth breaks down how Total E...

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You’re Not Really Selling AI. The Hard Sell Is Change.
April 20, 2026

You’re Not Really Selling AI. The Hard Sell Is Change.

In this episode, I sit down with Graham Young, Strategic Account Executive at Vesta, to talk about what it really takes to sell major platform change in mortgage tech, especially when buyers have been burned by software promi...

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The Magic of Thinking Big in Tech Sales
April 16, 2026

The Magic of Thinking Big in Tech Sales

In this episode, I sit down with Raymond Griffin, Regional Sales Manager at Numa, to talk about what it actually takes to become a top producer in sales and stay there across multiple stops in automotive tech. Raymond breaks ...

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Why More Dials Won’t Fix Your Sales Problem
April 16, 2026

Why More Dials Won’t Fix Your Sales Problem

In this episode, I sit down with Jordan Benjamin, CEO of My Core OS and former 6x President’s Club member at HubSpot, to talk about the mindset and psychology behind sustainable sales performance. Jordan breaks down the bigge...

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How Two Best Friends Built a Signing Business and Broke Into Tech Sales
April 9, 2026

How Two Best Friends Built a Signing Business and Broke Into Tech Sal…

In this episode, I sit down with Erica Waldron and Andrea Castelli, Account Executives at Snapdocs, to talk about their unconventional path into mortgage tech sales and how they built their way into the industry by starting t...

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How to Scale the BD Org of a $1B+ Tech Company
April 2, 2026

How to Scale the BD Org of a $1B+ Tech Company

In this episode, I sit down with Pat Mulvey, Director of Global Business Development at Zywave, to talk about what it actually takes to reset and scale a business development team inside a changing go-to-market environment. P...

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Lessons from a VP: You Can't Turn a D Player Into an A Player | Craig Holbrook (nCino)
April 2, 2026

Lessons from a VP: You Can't Turn a D Player Into an A Player | Craig…

In this episode, I sit down with Craig Holbrook, Vice President of New Client Acquisition Sales at nCino, to talk about what sales leaders actually look for when hiring, coaching, and developing reps. Craig shares lessons fro...

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How to scale a sales org to $50M ARR | Ian Grace (Ocrolus)
March 29, 2026

How to scale a sales org to $50M ARR | Ian Grace (Ocrolus)

In this episode, I sit down with Ian Grace, VP of Sales at Ocrolus, to talk about what it takes to turn a sales team around, coach reps more effectively, and build a repeatable process that actually drives revenue. Ian breaks...

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Sales Leadership Lessons No One Talks About | Matt Nucifora (Dandy)
March 27, 2026

Sales Leadership Lessons No One Talks About | Matt Nucifora (Dandy)

In this episode, I sit down with Matt Nucifora, Senior Manager of Enterprise Sales at Dandy and former Principal Manager of Mid-Market Sales at HubSpot, to talk about what it actually takes to get promoted consistently, coach...

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Everything you need to know about selling mortgage tech in 30 mins | Fred Ramstedt (Wipro)
March 26, 2026

Everything you need to know about selling mortgage tech in 30 mins | …

In this episode, I sit down with Fred Ramstedt, Business Development Executive at Wipro Gallagher Solutions and former Director of Sales at TRUE, to talk about what it really takes to sell complex mortgage technology when the...

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How to Sell AI to an Industry That Doesn't Trust It | David Gipson (Ocrolus)
March 24, 2026

How to Sell AI to an Industry That Doesn't Trust It | David Gipson (O…

In this episode, I sit down with David Gipson, Director of Sales Engineering at Ocrolus, to break down what it really takes to sell AI and automation into mortgage. David shares how his background as an underwriter, loan offi...

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Why You Should Be Selling in Person | Suzy Djilas (Arcasa)
March 22, 2026

Why You Should Be Selling in Person | Suzy Djilas (Arcasa)

In this episode, I sit down with Suzy Djilas, Enterprise Account Executive at Arcasa and former Director of Sales at nCino, to talk about what it takes to build trust and sell effectively in the mortgage industry over the lon...

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Why You’re Chasing the Wrong Accounts (and What to Do About It) | Robby MacAskill (Zonda)
March 22, 2026

Why You’re Chasing the Wrong Accounts (and What to Do About It) | Rob…

In this episode, I sit down with Robby MacAskill, Director of Business Development at Zonda, to talk about one of the biggest blind spots in mortgage sales: why lenders are often chasing the wrong builder accounts and missing...

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