Industry Leader Insights Roundtable: What Separates Successful Originators in a Tough Market
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What separates the reverse mortgage originators who consistently perform from those who struggle to gain traction?
In Part 1 of this special Industry Leader Insights roundtable, Andrew Montesi is joined by three leading voices in reverse mortgage sales:
- Shain Urwin, CRMP, National Reverse Mortgage Director at C2 Financial
- Christina Harmes, CRMP, Reverse Mortgage Division Director at Barrett Financial
- Gabe Bodner, President of the 55+ Mortgage Division at OneTrust Home Loans
Together, they unpack the habits, disciplines and sales fundamentals that drive individual success — from prospecting and preparation to metrics, mentorship, empathy and long-term follow-up.
The panel also gets into one of the biggest challenges facing originators today: how to respond when rates, housing conditions, regulation and consumer perceptions are largely outside your control.
This is a practical conversation built around real experience, including what these leaders have learned the hard way and how they coach originators who are working hard but not seeing enough results.
Watch or listen to Part 1 now, and come back for Part 2 as the discussion shifts to scale, coaching, team development and building a high-performance reverse mortgage business.
Get the full article and details: https://hecmworld.com/2026/09/28/industry-leader-insights-leaders-roundtable-successful-originators-tough-market/
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