This week, we're joined by Darin Rhodes. Darin is the Founder of TruePartnerAI and the Owner of Utah Mortgage Pros, LLC from Provo, Utah, who has been in the mortgage business for over 22 years. Darin has been directly involved in small business marketing ever since pursuing an advertising degree from BYU in 1998, and loves innovative ways to make marketing easy and highly effective for his clients. With TruePartnerAI, a CRM that is lightning fast, easy to use, affordable, and that has cutting e...
Jun 27, 2024•43 min
This week, we're joined by Skylar Wallace. Skylar is a Senior Mortgage Banker at Flat Branch Home Loans from Seneca, Missouri, and is one half of the Level Up Lenders Team with previous guest, Sam Hickey. Skylar and Sam have been partners since 2019, with the goal to close 850-1000 loans this year. Skylar is here to discuss: → Soul searching to find his "why" in the mortgage industry, the "lack of hunger" in the community banking sector, and trying to build $1B in wealth through home ownership i...
Jun 20, 2024•44 min
This week, we're joined by Justin Lopatin. Justin is the Division President at Vybe Mortgage from Delray Beach, Florida, who's funded over $1 billion of volume in his 18 year career in mortgages. Justin is also a Co-Founder and Principal Coach at GO! Coaching (or Growth Only Coaching), which specialize in coaching Mortgage Loan Officers (MLOs) at all levels to double production while increasing their time. Justin is here to discuss: → How he started in mortgages, the mindset he's had to fund $1B...
Jun 13, 2024•45 min
This week, we're joined by Cindy Ertman. Cindy is the CEO & Founder of The Defining Difference, a mortgage coaching and training company, from Manhattan Beach, California, and also the Mortgage and Strategy Coach at RMP Mortgage Manhattan Beach. Over her 30+ years in the mortgage industry, Cindy has been a top 100 originator in the US for over a decade and a top 100 mortgage executive for 5 years, personal yearly production of over $200 million, and run a $1.2 billion branch and a region for...
Jun 06, 2024•48 min
This week, we're joined by Spencer Dusebout. Spencer is the CEO and Founder of Aidium from Boulder, Colorado, a mortgage CRM software with intelligent automation. A serial entrepreneur, Spencer is a sought after public speaker, who has given multiple TED talks as well as spoken at many regional conferences. Spencer is here to discuss: → Loan Officers and Brokerages having to embrace technology to stay competitive and offer a better client experience. → The long-term value of a client and the imp...
May 30, 2024•38 min
This week, we're joined by Mike Hajjar, CMPS. Mike is a Mortgage Advisor and Branch Manager at Landmark Mortgage Planners DBA (a division of American Financial Network Inc.) from the Detroit Metropolitan Area in Michigan, who's been in the industry since 2005. Mike is a mortgage planning specialist that's built his business on integrity, transparency, and trust. Mike is here to discuss: → Transitioning from consumer direct to a more referral based business, and creating a successful hybrid mortg...
May 23, 2024•33 min
This week, we're joined by Michelle Berman-Mikel. Michelle is CEO, Founder & Creator of Beyond the Method™ and Berman Media PD, Inc. from Phoenix, Arizona, which teaches Realtors and Loan Officers how to delve into the minds of ideal clients, leveraging crucial data to turn Instagram from a casual platform into a dynamic, lead-generating powerhouse. Michelle is also a national speaker and the host of the "Coffee and Questions" podcast, which explores the intersections of psychology, social m...
May 16, 2024•41 min
Today, we're joined by Ronda Hickey. Ronda is a Senior Mortgage Banker at Flat Branch Home Loans from Newton County, Missouri, who's been in the mortgage industry since 2005. Ronda, an industry unicorn who is great at underwriting and also a master of sales, has a yearly personal production range between 450-500 loans, while also managing a team and raising 5 kids. Ronda is here to discuss: → How she manages her time in her business, keeps detailed notes on clients, and has boundaries for her pe...
May 09, 2024•45 min
Today, we're joined by Kahren Oxner. Kahren is a Producing Branch Manager at UMortgage from Wilsonville, Oregon, and is also the Pacific Northwest Regional VP. After buying her first home at the age of 21, she has turned a double major of Finance and Marketing into a 23+ year mortgage career. Kahren is here to discuss: → Utilizing Level Up Sales Coaching for her LOs and emphasizing exposure to different coaching styles and strategies across different teams, and leaning into what you're best at. ...
May 02, 2024•50 min
Today, we're joined by Evan Wade. Evan is the President and CEO of Epoch Lending from Philadelphia, Pennsylvania, and is also the Founder of EpochOS, an all-in-one business management tool for mortgage brokers to automate accounting, finance, business intelligence, commission calculation, and more. Evan is here to discuss: → Starting in banking at 19, becoming a Loan Officer, and transitioning to CEO and founding his own company. → The importance of expertise and product knowledge to set yoursel...
Apr 25, 2024•38 min
Today, we're joined by Jackie Dunlap. Jackie is the Broker Owner of Next Generation Home Loans from the Denver Metropolitan Area in Colorado, and is also the Owner of the process and origination training company, The Mortgage Calculator. Jackie is here to discuss: → Learning how to create processes in your business, growing your business the right way, and tips to get around the pitfall of lots of Loan Officers, making an SOP (standard operating procedure). → Multiple strategies and touch points...
Apr 18, 2024•49 min
Today, we're joined by Alexa Faithful. Alexa is a Loan Officer at CMS Mortgage from Williamsburg, Virginia, and has been in the mortgage industry since 2015. Alexa is also the author of the 2020 book, "Alexa, Get Me a Mortgage", and has amassed a TikTok following of almost 14,000 from making mortgage content. Alexa is here to discuss: → The evolution of her social media, how she makes her social media content, and how she leveraged her book for marketing. → A simple way she tracks her pipeline t...
Apr 11, 2024•40 min
Today, we're joined by Connor Bartley. Connor is a Senior Business Development Consultant at loanDepot from the Dallas-Fort Worth Metroplex in Texas, who's been recruiting professionals for almost 2 decades. Connor has built a big following on LinkedIn around bringing value and education to Loan Officers, and is also a 2-time pie eating contest winner. Connor is here to discuss: → The strategy he's used to grow his LinkedIn profile, the mistakes he's learnt from, and how leverages it for network...
Apr 04, 2024•39 min
Today, we're joined by Tano Kapedani. Tano is the Founder, CEO, and Senior Mortgage Broker of EZ Fundings Home Loans from Rancho Cucamonga, California, who started in mortgages in 2003 after immigrating from Albania in 1998. A fluent speaker of 5 languages, he has personally assisted over 3,000 families in achieving homeownership, and has built his business being dedicated to providing exceptional service, ensuring clients are fully informed and satisfied. Tano is here to discuss: → The mentalit...
Mar 28, 2024•46 min
Today, we're joined by Brian Vieaux, CMB. Brian is the President and COO at FinLocker from Novi, Michigan, with over 28 years of executive experience in mortgage banking. Brian hosts his own podcast, "FinTech Friday", and co-hosts a second podcast with Kyle Draper, called "Mortgages and More". Brian and Kyle also co-authored a book called "Rethink Everything You Know About Being A "Next Gen" Loan Officer". Brian is here to discuss: → The power of data and how FinLocker helps Loans Officers nurtu...
Mar 21, 2024•42 min
Today, we're joined by Tyler Hodgson. Tyler is the EVP of Growth at UMortgage from Dallas-Fort Worth, Texas. A Marine Corps veteran, Tyler founded his own brokerage (NXT Mortgage) after funding only 12 loans. Tyler is here to discuss: → The impact being in the Marines has had on his life and building his business. → The significance of sales, marketing and relationship building in the mortgage industry. → And how Loan Officers can get better use of social media and A.I. Tyler Hodgson's Instagram...
Mar 14, 2024•41 min
Today, we're joined by Kayla Kallander, "The Mortgage Meteorologist". Kayla is the AVP Mortgage Advisor at First International Bank & Trust from West Fargo, North Dakota, who's also a Podcaster and Speaker. Kayla is an avid social media connector who also mentors & trains teams and individuals by helping amplify their brand presence through innovative social media strategies. Kayla is here to discuss: → The keys for someone to be successful on social media. → Why you need to be taking th...
Mar 07, 2024•37 min
Today, we're joined by Taylor Briggs, CDLP. Taylor is the Vice President of Peoples Mortgage Company from Virginia Beach, Virginia, who's been in the industry for over 10 years. Taylor has been featured in the Scotsman Guide and also was in the 2021 Top 100 People in Real Estate Magazine. Taylor is here to discuss: → The importance of prospecting, time blocking, and social media. → How he grew a referral based business and cut his teeth on harder files. → And how to build a team and achieve work...
Feb 29, 2024•38 min
Today, we're joined by Sean Zalmanoff. Sean is the Founder and Chief Loan Officer of Better Rate Mortgage from St. Louis, Missouri, who's been in the industry for over 20 years. Sean is also a Founder and a Coach at Next Level Loan Officers, which helps Loan Officers take their business to new heights. Sean is here to discuss: → How Next Level Loan Officers is helping LOs set themselves apart and grow their businesses. → The $5,000 guarantee and saving Realtors 30% of their time (which they love...
Feb 22, 2024•40 min
Today, we're joined by Bryce Bradley. Bryce is the Co-Founder, President, & CEO of Rosegate Mortgage from Charlotte, North Carolina. Rosegate launched in 2020 with the focus on relationships with customers, and has quickly grown to have 25 Loan Officers. Bryce is here to discuss: → The importance of the alignment call and finding what a client's 'hot button' issues are. → The best time for someone to buy a house and how to handle objections from clients. → And why Rosegate Loan Officers DO N...
Feb 15, 2024•41 min
Today, we're joined by Nate Fain. Nate is a Branch Manager and Loan Officer of Kind Lending from Pensacola, Florida, who's been in the mortgage industry since 2012. He has used social media to build his business all the way from Facebook to now surpassing over 240,000 followers on TikTok. Nate is here to discuss: → His over decade long social media journey and tips for getting the most out of it. → The difference between posting for virility and posting for connections. → And why knowing your au...
Feb 08, 2024•56 min
Today, we're joined by Wally Elibiary. Wally is the Divisional President and Creator of Empower Lending from Plano, Texas. who's been in the business for over 25 years and his team does over $200 million a year in production. Wally is also the founder of the 24-7 Mindset Academy and author of the best-selling book, "24-7 Mindset", about how to make a business that pays you 24 hours a day, 7 days a week, while working a fraction of that time. Wally is here to discuss: → How his mortgage efficienc...
Feb 01, 2024•44 min
Today, we're joined by Brandon Love and Tom Moffat, both Mortgage Agents at Northshore Mortgage Group from Burlington, Ontario. Brandon and Tom also co-host 2 podcasts, The Invested Entrepreneur, which helps consumers achieve financial freedom, and Commission Breath, which provides tactical information for Loan Officers to scale their business. Brandon and Tom are here to discuss a handful of strategies you can implement to get more leads and Realtor partners, how they've been able to leverage p...
Jan 25, 2024•43 min
Today, we're joined by Brett Baird. Brett is a Producing Branch Manager at CrossCountry Mortgage, Inc. from Denver, Colorado, who's funded over $1 billion in loans and runs the largest bilingual (Spanish/English) mortgage team in the state. Brett is here to discuss how he got into his mortgage niche and it's importance, how he dealt with losing a huge client in 2021, and tips for Loan Officers starting out today. Brett Baird's LinkTree: @brettbairdteam Brett Baird's Instagram: @thebrettbaird Bre...
Jan 18, 2024•43 min
Today, we're joined by Jamie Cavanaugh. Jamie is the President of Amerifund Home Loans, Inc., from the Los Angeles area, with over 25 years of experience in the mortgage industry. Also the co-host of the GetReal 411 podcast, she has broken through the barriers of many glass ceilings to sit on executive leadership teams and has held executive board positions at companies like Bank of America, Countrywide, Prospect Mortgage and Mortgage Corporation of America, Inc. Jamie is here to discuss tactica...
Jan 11, 2024•51 min
Today, we're joined by Laura Brandao. Laura, a mortgage industry veteran, is a Partner at EPM, Equity Prime Mortgage, & CEO of Lighthouse Advisors, who splits time between New Jersey and Arizona. Laura is also an author (Say Yes Everyday!), podcaster ("Wednesday Wisdom" & "What's Your Why?"), Women with Vision Chair, NJMBA board member & Women’s Committee Chair, NAMMBA Visionary Chair & Co-Chair of MBA's IMB committee. Laura is here to discuss why you need to make something happe...
Jan 04, 2024•52 min
Today, we're joined by Matthew VanFossen, CMB. Matthew is the CEO of Absolute Mortgage Corp from Philadelphia, Pennsylvania, who is also the CEO of Mortgage Automation Technologies and the Founder of The Big Point of Sale, a highly configurable, easy to install point of sale solution for Loan Officers. Matthew is here to discuss the NAR lawsuit and what it means for Loans Officers, why Loan Officers need to be providing value to Realtors and adopting new technologies, and how he sees AI affectin...
Dec 21, 2023•51 min
Today, we're joined by Chris Paliska. Chris is the President at Total Quality Lending from Orange County, California, who recently moved to Indianapolis to be able to serve clients in more affordable areas over California. Chris is here to discuss why you should be looking at real estate investors in this market, how anyone can change, and how you can diversify your lead buckets. Chris Paliska's Website: www.chrispaliska.com Chris Paliska's Instagram: @chrispaliska Total Quality Lending's Websit...
Dec 14, 2023•49 min
Today, we're joined by Rick Guerrero. Rick is the Director of Sales at US Mortgage Corporation from Alpharetta, Georgia, who's gone all-in on Instagram and developed excellent strategies to make the most of the platform. Rick is here to discuss tips and tricks you can use on Instagram, why you need to engage and not just "post and ghost", and why it's way better to be interested over interesting. Rick Guerrero's Instagram: @rickguerrerojr Learn more about the Direct to Consumer LO Accelerator he...
Dec 07, 2023•38 min
Today, we're joined by Bill Hart. Bill is an executive coach and keynote speaker from Moorpark, California, who's spent over 30,000 hours coaching over the past 20 years. Bill is also the author of the book "White Collar Warrior", and is the host of the "All In with Coach Bill Hart" podcast. Bill is here to discuss the importance of mindset and why you should be aware of what you're consuming, how you can widen your influence with social media, and why Loan Officers need to be problem solvers. B...
Nov 30, 2023•48 min
