Praise for The Purchase Shift
"During my 35-year career in lending, having specialized in creating richer, deeper business relationships with my referral partners to ultimately fund over $1B in loans, what I wouldn't have given to have access to what Ron is sharing. By seamlessly integrating authentic relationship-building with real estate agents along with the strategic use of AI, Ron provides actionable insights that, when deployed in your business, will create results beyond your dreams. This is an essential read for those committed to taking their business above and beyond traditional lending to create an elite business that lasts."
-Dame Lady Jen Du Plessis, America's Mortgage
Mentor, Host of Mortgage Lending Mastery Podcast
"Ron Vaimberg's The Purchase Shift is a game-changer for anyone in the residential mortgage industry. With a seamless blend of cutting-edge AI technology and the timeless value of human connection, Ron provides an actionable roadmap for building stronger, more meaningful relationships with clients. As a mortgage loan officer, it's easy to get lost in the noise of automation, but this book reminds us that authenticity and trust are at the core of long-lasting success. The way Ron explains how to leverage AI to enhance personal connections is both insightful and empowering. Whether you're a seasoned mortgage originator or just starting out, The Purchase Shift offers invaluable tools to elevate your business and make each client interaction feel truly unique. It's a must-read for anyone looking to thrive in the modern mortgage industry!"
-Bruce Goetsch, Vice President of Business
Development, Servion Mortgage
"Finally-one of the industry greats has drawn from his 40+ years of experience originating and coaching some of the best in the business and created a tactical, practical, no nonsense playbook for how to win as a mortgage loan originator. Not everyone is cut out for it . but if you are, and want to know the proven strategies that can propel you to success in any market-this is for you.
-Sue Woodard, Chief Customer Officer, InGenius
"The Purchase Shift is a must-read for credit union mortgage professionals looking to thrive in an evolving market. It delivers an actionable roadmap to success, blending cutting-edge strategies with the timeless fundamentals of relationship-building and positioning.
It also provides a compelling framework for leveraging AI effectively, helping mortgage professionals streamline tasks while preserving the all-important human connection that ultimately drives long-term business success.
This book isn't just theory; it's a game plan to help Loan Officers survive and dominate today's competitive mortgage landscape."
-Peter J. Benjamin, CMB, President, ACUMA
"The Purchase Shift doesn't just offer theory; it delivers real-life examples of success, showing how top producers adapt and win. Ron Vaimberg makes it perfectly clear that AI isn't a replacement-it's a collaborator that reduces research time, allowing loan officers to focus on what matters most: selling and building relationships. This is a playbook for any loan officer looking to shift their paradigm, embrace innovation, and take control of their future."
-Fred Kreger, Senior Loan Officer, Global State Mortgage
"Want a literal road map to success? Read this cover-to-cover. Ron's tactics and insights are second-to-none."
Michael Dormer, CMPS, Principal Advisor, Halcyon Home Loans
"Ron Vaimberg cuts through the noise to deliver clarity and practical guidance on what really matters for originators who want to stand out and succeed with real estate agents in the era of AI."
-Steven Wynands, Co-Founder/CEO,
Real Estate Track Record (RETR)
"I've known Ron Vaimberg for 30+ years now, he's been a leader in the mortgage industry since the day I met him. In The Purchase Shift, Ron delivers a game-changing playbook for mortgage professionals looking to stay ahead and maximize their success. His book is packed with real-world strategies that drive agent relationships, business growth, and long-term impact. If you're serious about elevating your career, this is a must-read!"
-Chris Hendrickson, Chief Financial Officer, MikeKoenigs.com,
Inc. and bestselling author of The 5 Minute Debt Solution
"This book is a must-read for any originator seeking to be the best. The Purchase Shift gives you the actions and inspiration to persevere and thrive in any market. Applying Ron's proven strategies will do the same for you. This is the mortgage industry book you MUST read again and again."
-Tony Ortega, Branch Manager/Mortgage Loan
Officer, Casa Home Mortgage LLC
"This book is fantastic! Adapting and winning in today's ever-evolving mortgage market just got a lot easier. No fluff, no untested theory- just proven principles supercharged with step-by-step AI strategies to help you do more with less and quickly build (or rebuild) a thriving referral-based business. Every chapter is packed with real-world success stories, actionable steps, and clear roadmaps, leaving no room for guesswork. Whether you're feeling stuck, overwhelmed, or simply ready to reach new heights, this book gives you the tools to make it happen. As someone deeply committed to helping mortgage professionals achieve more through structured goal setting, planning, and accountability, I can confidently say this book is a game-changer. Read it, apply it, and watch your business thrive!"
-Les M. Jenkins, Founder, IMPLEMENTOR.com
"Stop waiting for business to come to you. Commit to Ron's process, put in the work, and keep referrals flowing regardless of market conditions."
-Ginger Ellis, VP of Marketing and Sales,
Members Mortgage Services
"Ron continuously pushes us to think differently and challenge ourselves to gain an advantage and move ahead of others. If you are ready to examine where you are today and intentionally maximize your efforts to increase your odds of success in any housing market, I encourage you to read his new book, The Purchase Shift."
-Tom Murphy, SVP, Credit Union Sales
"Ron Vaimberg's commitment to his craft and the mortgage industry is unparalleled.
He uses his passion to educate and empower the mortgage industry, and this book is just an extension and further proof of his knowledge and commitment. This book is tailored training focused on providing readers with the exact steps and strategies to prosper in any purchase market.
I urge you to read every page of this book, absorb it, and take action. This is your timeless resource for success and will provide you the path to build your agent relationships and originations fast. Those of us who know Ron and follow his training are never surprised by the amazing goals we achieve."
-Norman "Scotty" Scott, Wembley Asset Management
"The Purchase Shift is a must-read for any mortgage professional who wants to stay ahead in today's changing market. Ron Vaimberg coached my mortgage team to grow in the past and now this book lays it all out in print-the importance of mindset, how to build real agent relationships by combining timeless principles with new AI strategies, and how to embrace competition and utilize marketing to stand out. His straight-shooting approach makes this book easy to follow and is packed with practical and useful ideas. If you're serious about thriving in this changing industry, this book will show you how to do it"
-Sarah L. Senska, Chief Mortgage Officer,
Dakotaland Federal Credit Union
"I have nothing but praise for The Purchase Shift: Winning Agent Relationships with Authentic Connection & AI. This book will help you build strong relationships with agents and enhance other relationships in your life. Authenticity is essential in all aspects of life, and authentic connections are invaluable for happiness and success. However, can one be authentic in sales? This book addresses various scenarios and settings to find the answer, demonstrating a deep understanding of human behavior. It tackles challenges associated with basic sales techniques, shows what warrants attention, how to ask the right questions to connect with clients and agents, and the motivations for engaging with people to build successful partnerships.
I loved the book because it addresses pressing questions and the fundamental pain points and challenges of sales today. Encouraging readers to forge their singular path, Ron highlights the importance of recognizing and acknowledging multiple perspectives in conversations and relationships, empowering us to develop a unique winning strategy."
-Victoria L. Tabler, SVP Real Estate Lending, Star One Credit Union
"By now you've taken the leap if you're reading this, to be open to the possibility that you don't know everything about sales. Sales is having all the right qualities such as entrepreneurship, mentorship, understanding, and empathy, but don't forget about passion, confidence, and wanting to be the best that you can be. What's different about Ron, is that you walk away after listening to him, a better...
