This year's 7th Annual Sales Summit marked a major milestone — not just in how far we have come, but in the momentum we are carrying into the year ahead. Dating back to December of 2018, when just 12 team members gathered for the very first Summit, the tradition has grown into something even bigger and more impactful. In 2025, we proudly doubled that number with 24 attendees, and for the first time, 12 different presenters led sessions, bringing new energy, insights, and collaboration to the table.
The growth was unmistakable, but what remains unchanged is the passion we share for serving our customers — and each other. As Mike Moore, CRO, reflected:
"The Sales Summit is something we all look forward to every year. For most of us, it’s the only time we will see each other that year but we never miss a beat. While we try to get better at running it every year, the real reason it improves is the level of engagement just keeps getting better from the team. 2025 is going to be our best year yet and the success of the 2025 Summit will be a huge reason for that."
— Mike Moore, CRO
From strategy sessions to breakout discussions, the energy was contagious. Ideas were shared freely, goals were sharpened, and new initiatives began to take shape. It was inspiring to see every team member, both longtime veterans and newer faces, engaged, motivated, and aligned on what's ahead.
We also celebrated standout performances with our Sales Blitz competition, where Heather Stockton and Jared Willis came out on top thanks to their outstanding drive and execution. Their achievements and the spirit behind them represent exactly what's propelling us into this next chapter.
The energy did not stop in the meeting rooms. Our Amazing Race-style team-building competition brought out everyone's competitive spirit, with teams racing through creative challenges and solving puzzles on-site at the hotel. Congratulations to Team Stephanie for taking the win and showing what great teamwork can achieve!
As we wrapped up the Summit, one thing was clear: our sales team is heading into the year ahead with more motivation and unity than ever. The new ideas we gained and the relationships we strengthened have created powerful momentum for us to build on. We all feel the excitement for what is ahead and are ready to channel this energy into reaching new heights in the coming year.
Here’s to making 2025 our best year yet!
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We’re excited to announce the latest additions to our growing list of trusted wholesale lending partners! These organizations bring exceptional expertise and resources to help us better serve our clients and meet their evolving needs.
Please join us in welcoming:
16 years
Shawn Thompson – SVP, Account Executive
14 years
CeCe Norcross – Orders Analyst
13 years
Bobby Cockman – Team Lead, Revisions
12 years
Holly McCabe – Team Lead, Review
Rachel Sandora – Senior VP, Client Relations
10 years
Chris Brooks – VP, Client Management
Nanette Wardsworth – Closing Asset Manager
9 years
Lynn Reddeck – Client Services Specialist
James Shewmaker – QC/Corrections
Josh Weishaar – Orders Analyst
8 years
Amber Stojanov – VP, Customer Service
7 years
Pamela Davies – Orders Analyst
Kelly DiLauro – Inside Account Manager
Mike Moore – Chief Revenue Officer
Kaitlynn Taucher – QC/Corrections
6 years
Khang Ly – Software Engineer
Mark McCarty – VP, Quality Control
Judi Silva – Customer Service Analyst
John Tierney – VP, Orders
Rachel Treadwell – Chief Valuations Officer
4 years
Alexandra Kassenbrock – Inside Account Manager
Jeri Ridenour – Client Service Specialist
Celeste Shipman – Analyst, Customer Service
3 years
Jordan Sandlin Ortiz – Senior Marketing Coordinator
Dana Point, CA
IMN's Non-QM Forum – 6/5 - 6/6
San Antonio
Texas Mortgage Roundup – 6/10
Altantic City, NJ
NLPA Conference – 6/23 - 6/24
Austin, TX
IMN's STR Forum – 6/24 - 6/25
