Coaching with Chris featuring Windsor AEs

Looking for the secrets top AEs use to help loan officers close more loans and grow in 2026? This episode breaks down what great Account Executives actually do for brokers behind the scenes.


In this Thanksgiving episode of Coaching with Chris, Chris Vinson sits down with Windsor Mortgage account executives Tiffanie, Eric, and Shelby to talk about what truly makes a great AE and how they help loan officers win more in 2026.
They share how they got into mortgage, the roles that prepared them to be AEs, and why they see themselves as an inner part of each loan officer’s team. The group covers how to clean up applications, avoid surprise conditions, and use your AE and underwriting help desk to get smoother approvals.
You will hear:
Simple ways LOs can set loans up for success with clean apps, job history, and VOEs
How Windsor AEs think about availability, problem solving, and advocacy for their brokers
Why VIP lists, coaching, calendars, and power hour are non negotiables for 2026 growth
How AEs and underwriters at Windsor collaborate to restructure tough files and get them closed

They wrap with why a broker should consider Windsor, what separates good AEs from great ones, and what loan officers should start doing now instead of waiting for January.




00:00 Thanksgiving intro and gratitude challenge
01:00 Why this episode is all about great AEs
02:10 Meet Windsor AEs Tiffanie, Eric, and Shelby
03:10 How each AE got into mortgage
06:40 Roles that prepared them to be strong AEs
09:30 How LOs can set loans up for success in 2026
13:30 Goals and words of the year for 2026
21:30 What makes Windsor AEs different from other AEs
27:00 How AEs help LOs grow production and stay out prospecting
40:20 Calendars, power hour, and non negotiables for 2026
47:00 Why Windsor, how the AE team works behind the scenes
53:00 Recent wins and examples brokers can learn from
57:00 Final advice for planning 2026 and closing Thanksgiving send off
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