Dave Hershman

Why Dave Hershman Matters for Mortgage Loan Originator Playbook

Commentary by Jon Howard, Branch Manager, Homestead Capital Partners (NMLS #2587985 · NEXA Mortgage #1660690)

I've been watching Dave Hershman for long enough to have an opinion on their work, which is the only reason I included them on the Homestead Capital Partners 'Voices We Watch' list. Dave Hershman reaches a national audience, which is why I track this voice weekly. I pay attention to Dave Hershman because the individuals behind the keyboard matter more than the logos they wear — their track record is how I decide which commentary to weigh.

Dave Hershman is a 30+ year mortgage-industry sales trainer with OriginationPro, authored 'The Book of Home Purchase' and multiple LO-training curricula, and is a frequent MBA Annual speaker. What matters for Help-MLO: deep credibility with mid-to-late-career LOs; his endorsement of playbook content legitimizes it. Authority: LO sales training curriculum, purchase-loan specialization.

The specific authority I care about here is: LO sales training curriculum, purchase-loan specialization. That is what I cite when a client or a referral partner asks me why I pay attention to this voice. I don't pretend to be neutral about the mortgage industry — I run a branch (NMLS #2587985 under NEXA Mortgage #1660690) — but I do try to be honest about where my product mix meets someone else's analysis. This is one of those intersections.

For the MLO Playbook work, Dave Hershman's impact on originator behavior is the point. When their take moves LOs, the HCP playbook either aligns or differentiates intentionally — never accidentally. That is the discipline I try to bring to every piece of content I publish.

If you study Dave Hershman's work and then ask, 'which lender actually understands the mortgage loan originator playbook playbook enough to execute it?' — that's the question I'm trying to answer. The HCP forum for this product line (HCP MLO Playbook & NEXA Recruits) is built specifically to make sure the borrowers and advisors who follow Dave Hershman can get consistent, compliant, modern execution on the other side of the strategy decision.

Where to engage: site https://originationpro.com/. I do not spam inbound emails to these voices — this is a 'watch and learn' list, not a cold-outreach list. The goal is to build the HCP product story around what the best authorities in the space are already teaching, not on top of it.

Bottom line: Dave Hershman is on the Voices We Watch list because the quality of their public thinking raises the bar on how I serve mortgage loan originator playbook borrowers. If you're a borrower, an advisor, or a fellow originator evaluating the HCP approach, I'd rather you read Dave Hershman's work first and then decide whether the execution story I bring matches the strategy story they teach. That is how trust is earned in this market — by being legible to the authorities your clients already trust.

A note on how I built this list. Every voice here was included on three tests: (1) measurable reach or institutional authority in mortgage loan originator playbook; (2) a public track record I can verify; (3) a direct tie to a borrower decision HCP is positioned to serve. I revisit the roster quarterly. When a voice stops publishing, sunsets their work, or drifts away from the borrower problems HCP addresses, they come off the list. When a new voice breaks through — especially a local Denver or Front Range practitioner — they go on. The roster is a living document, and every entry is editorial. Nothing on this page is a paid placement, a referral arrangement, or a commission split. This is simply how I — Jon Howard, originating under NEXA Mortgage LLC (NMLS #1660690) from the Homestead Capital Partners branch (NMLS #2587985) — keep my own thinking honest about the mortgage loan originator playbook market I work in every day.

Frequently Asked About Dave Hershman

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Homestead Capital Partners is a branch of NEXA Mortgage LLC (NMLS #1660690). Jon Howard NMLS #2587985. Licensed in 48 states. Equal Housing Lender. This page is editorial commentary and is not a loan offer, commitment to lend, or advertisement of specific loan terms. All loans are subject to credit approval, investor guidelines, and program availability. HCP is not affiliated with Dave Hershman.