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Weekly intel for Liam Walton
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Priority 9-10 Act now 7-8 This week 5-6 Monitor 3-4 Low 1-2 Info
Territory Pulse
9Accounts
0Urgent
7Joiners
6Signals
0Hiring
Your Week at a Glance
What's moving across your accounts
Jason Sheppard just landed at Movement Mortgage as Branch Leader after running sales at Willow Bend β€” new leader in their 30-day tool decision window, call him this week.
Christopher Bartlett joined American Financial Network as Producing Branch Manager from U.S.
Bank, where he spent 5 years β€” AFN has team pricing approved, he's a brand-new prospect with a discount hook.
Zillow Home Loans added three Premier LOs in March (Jamie Kienholz, Karl Ochs, Kayla Cobb) β€” all in their tool-selection window, prospect with team pricing allowed.
Movement Mortgage (existing customer under Emily Bryan, team pricing case-by-case per Grant) added Ashika Ward as MLO β€” she's an entrepreneur (founded Cali Beverages), likely database-savvy, good expansion candidate.
PrimeLending posted 10 new LO roles in the last two weeks across CA, AZ, FL, MO, KY, and TX β€” 316 total openings signal major growth, but no direct LO outreach allowed (flag expansion conversation to Abby Bogart).
βœ… Monday Morning To-Dosspecific actions, named owners, this week
Call Jason Sheppard πŸ”— this week β€” new Branch Leader at Movement Mortgage (existing customer), 30-day tool window, case-by-case team pricing per Grant.
Hit Christopher Bartlett πŸ”— at American Financial Network β€” Producing BM from U.S. Bank, team pricing approved, dual prospect (his seat + his team).
Prospect all three Zillow Premier LOs (Jamie Kienholz πŸ”—, Karl Ochs πŸ”—, Kayla Cobb πŸ”—) β€” all in tool-selection window, team pricing allowed, 0% penetration = greenfield.
Reach out to Eddie Arocho at Movement Mortgage β€” former Homebot Champion at Supreme Lending, now Branch Manager, warm familiarity angle.
Flag PrimeLending's 316 job openings to Abby Bogart (CSM) β€” 38% anticipated growth, expansion conversation driver, no direct LO outreach allowed.
Account Details9 accounts