Trey Bolen

Observer
DISC Type : ci

President at Express Processing LLC

Dallas-Fort Worth Metroplex, United States

Overview

Trey Bolen is the President and founder of Lendid Home Loans, a mortgage company he established to simplify the home financing process. With over a decade of experience in underwriting, processing, and sales, he focuses on combining technology with personalized service. He holds a Bachelor of Science from The University of Texas at Dallas.


His commentary on making homeownership more accessible by including rental payments in credit scoring was shared by the Director of the FHFA.

Personality Overview

Curious

Assertive

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Loan Officer Empowerment
Advocates for models that let loan officers keep more of their commissions by eliminating unnecessary fees, allowing them to operate as entrepreneurs.
Accessible Homeownership
Actively discusses making homeownership more accessible, particularly through policy changes like including rental payments in credit scoring calculations.
Advisory-Based Lending
Believes local loan officers should act as strategic advisors, helping borrowers understand their options and feel confident in their decisions.

Media Appearances

Trey has no verified media appearances

Work History

1-2024
President at Express Processing LLC
3-2016
President at Lendid Home Loans
1-2015 - 3-2016
Senior Loan Officer at First National Bank Mortgage
12-2010 - 1-2015
Senior Loan Officer at Willow Bend Mortgage
8-2005 - 12-2010
Underwriter at Bank of America

Education

Bachelor of Science - BS from The University of Texas at Dallas

More Information

Social Presence :

Prographics :

Exp : 20 Location : Dallas-Fort Worth Metroplex, United States Job Level : N/A Designation : President at Express Processing LLC
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Insights For Selling To Trey

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Focus on immediate action-items rather than the larger goals
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Trey is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Trey

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Trey move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Trey take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Trey

Personality Compatibility


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