Close More Deals 2026 行业峰会

CrossCountry Mortgage “Close More Deals” 行业峰会成功举办

马萨诸塞州伯灵顿，2026年4月2日 — CrossCountry Mortgage 与 The Marquis Team 联合主办的 “Close More Deals” 行业专业峰会于今日在 Boston Marriott Burlington 隆重举行。本次峰会汇聚了房地产与金融领域的资深专家，共同探讨估价策略、Non-QM 产品创新、以及高绩效团队打造的前沿实践。

行业领袖，专业分享

本次峰会由 CrossCountry Mortgage 资深顾问 Nicole Kwan 主持。作为波士顿华人社区深耕20余年的房贷专家，Nicole 以其专业能力和社区影响力，为本次峰会的成功举办奠定了坚实基础。

🎯 Andrew Marquis — Winning in the New Market

Andrew Marquis 是波士顿地区最受尊敬的房地产经纪人之一，也是 The Marquis Team 的领军人物。他分享了在当前市场环境下，如何通过深度社区运营和客户关系管理，实现业绩的稳健增长。

📊 Dan Maier — Appraisal Strategies That Work

Dan Maier 深度剖析了当前复杂的估价环境，为与会者提供了应对估价挑战的实战策略。他强调，在市场波动期，精准的估价管理是交易成功的关键环节。

💰 Peter Fickeisen — Non-QM: The Game Changer

Peter Fickeisen 详细介绍了 Non-QM（非合格抵押贷款）产品的最新发展，以及如何运用这些创新产品帮助更多客户实现购房梦想。Non-QM 产品为自雇人士、高净值客户、以及传统贷款难以覆盖的群体提供了全新解决方案。

🏆 Phil Treadwell — Mindset for Elite Performance

Phil Treadwell 从心态建设和团队文化的角度，分享了如何打造高绩效团队的核心方法论。他的分享引发了现场热烈讨论，许多与会者表示获得了实质性的启发。

专业交流，价值共创

峰会现场气氛热烈，来自大波士顿地区的房地产经纪人、贷款顾问、以及行业从业者进行了深入的专业交流。多位参会者表示，本次峰会不仅提供了前沿的行业洞察，更搭建了高质量的人脉平台。

“在快速变化的市场中，持续学习和专业交流至关重要。CrossCountry Mortgage 始终致力于为团队成员和合作伙伴提供最前沿的专业支持，帮助大家在竞争激烈的市场中脱颖而出。”

Empowering Excellence, Gathering Leaders

CrossCountry Mortgage "Close More Deals" Industry Summit Successfully Held

BURLINGTON, MA — April 2, 2026 — CrossCountry Mortgage and The Marquis Team successfully hosted the "Close More Deals" professional industry summit at the Boston Marriott Burlington. The summit brought together senior experts from the real estate and financial sectors to explore cutting-edge practices in appraisal strategies, Non-QM product innovation, and high-performance team building.

Industry Leaders, Professional Insights

The summit was moderated by Nicole Kwan, Senior Mortgage Advisor at CrossCountry Mortgage. With over 20 years of experience serving Boston's Chinese community, Nicole's professional expertise and community influence laid a solid foundation for the summit's success.

The summit featured four distinguished keynote speakers: Andrew Marquis on "Winning in the New Market", Dan Maier on "Appraisal Strategies That Work", Peter Fickeisen on "Non-QM: The Game Changer", and Phil Treadwell on "Mindset for Elite Performance".

Professional Exchange, Value Co-Creation

The summit atmosphere was vibrant, with real estate brokers, loan advisors, and industry professionals from the Greater Boston area engaging in deep professional exchanges. Many attendees noted that the summit not only provided cutting-edge industry insights but also built a high-quality networking platform.

"In a rapidly changing market, continuous learning and professional exchange are crucial. CrossCountry Mortgage is committed to providing our team members and partners with the most advanced professional support, helping everyone stand out in a competitive market."