Meet Tan Karim, a pivotal force behind the success of Change Wholesale, where he serves as the Vice President of Wholesale. Karim, With over 20 years in the financial services industry, has consistently demonstrated his expertise and commitment to excellence. At Change, he leads the wholesale division, focusing on enhancing broker partnerships and streamlining lending processes to better serve diverse client needs. Wondering "what is a mortgage" or "how much mortgage can I afford?" Tan has devel...
May 10, 2024•47 min•Season 1Ep. 18
Who: Sofia Rossato - CEO of Floify Role: Visionary leader in the tech industry, currently spearheading Floify. Experience: Over 20 years of leading startups and corporate giants, including transforming a FinTech startup into a 400-person, $57M powerhouse. Achievements: Played a pivotal role in strategic mergers and developed data-driven platforms crucial to global financial institutions. Leadership: Managed billion-dollar divisions and steered a SaaS business to success during the pandemic, maki...
May 03, 2024•51 min•Season 1Ep. 17
This Week on Coffeez for Closers: Roger Moore Tune in to this week's engaging episode of "Coffeez for Closers" as we welcome the dynamic Roger Moore, CEO of Loan Pronto. Roger is a seasoned professional in the mortgage and lending industry, recognized for his innovative approaches to simplifying the loan process. With over 19 years of experience, he has significantly impacted the sector by integrating cutting-edge technology and providing strategic solutions that enhance client experiences. 🔹 A...
Apr 26, 2024•39 min•Season 1Ep. 16
This Week on Coffeez for Closers: Tom Ahles Join us for an electrifying new episode of "Coffeez for Closers" where we welcome the distinguished Tom Ahles, the Broker Owner of Edge Home Finance. Tom brings to the table over two decades of experience in the financial services sector, including a successful tenure as the co-founder of Edge Home Finance. Under his guidance, the company has soared to new heights, achieving over $2.8 billion in originations and securing a place in the top 10 AIME Brok...
Apr 19, 2024•53 min•Season 1Ep. 15
This Week on Coffeez for Closers: Myles Johnson Join us for an electrifying new episode of "Coffeez for Closers" where we welcome the remarkable Myles Johnson, CEO of Turbo Insurance. Myles is at the forefront of reshaping the insurance landscape, merging technology with traditional insurance to offer enhanced access, interaction, and purchasing experiences. Under his leadership, Turbo Insurance has become a beacon for revolutionizing insurance for American families, emphasizing proper coverage ...
Apr 12, 2024•38 min•Season 1Ep. 14
This Week on Coffeez for Closers: Brian Decker Dive into this week's exhilarating episode of "Coffeez for Closers" where we're thrilled to host Brian Decker, an extraordinary figure whose expertise spans public speaking, brand consulting, marketing, and beyond. A serial entrepreneur with a keen eye for cryptocurrency investments, Brian's journey is a testament to innovation, strategic acumen, and entrepreneurial zeal. 🔹 About Brian Decker: Brian's diverse career is a beacon of entrepreneurial s...
Apr 05, 2024•1 hr 8 min•Season 1Ep. 13
This Week on Coffeez for Closers: A Journey of Inspiration with Mindy Stearns In this week’s captivating episode of "Coffeez for Closers," we are honored to feature a distinguished guest whose remarkable journey transcends the boundaries of entertainment, philanthropy, and leadership. Join us as we delve into the life and legacy of Mindy Stearns, a visionary whose name became synonymous with advocacy, artistry, and altruism following her inspiring appearance on Oprah. 🔹 About Mindy Stearns: Min...
Mar 29, 2024•1 hr 3 min•Season 1Ep. 12
In honor of Women's Appreciation Month, "Coffeez for Closers" is proud to highlight a standout figure in the mortgage industry, Lisa Lund, whose leadership and vision at Lund Mortgage Team, Inc. exemplify the remarkable contributions of women to the field. This month, we're delighted to feature Lisa Lund, President of Lund Mortgage Team, Inc. Under her guidance, the company has achieved unparalleled success by prioritizing exceptional client service and a deep comprehension of the mortgage proce...
Mar 22, 2024•39 min•Season 1Ep. 11
We're continuing our celebration of International Women's Month with Julie Yarbrough—a true exemplar of leadership and innovation in the mortgage industry! Today, we're proud to feature the remarkable Julie Yarbrough, Founding Partner of Empire Home Loans Inc. At the helm of the mortgage arena, Julie has navigated Empire Home Loans to new heights by fusing cutting-edge technology with a people-first approach, revolutionizing the home loan process. Her leadership has not only propelled the compan...
Mar 15, 2024•34 min•Season 1Ep. 10
We're kicking off International Women's Day with Melinda Wilner—a quintessential girl boss! Welcome to a landmark episode of the "Coffeez for Closers" podcast, where we celebrate our 10th episode and kick off the exciting "Coffeez on Tour" Series! 🎉 Today, we're honored to feature the distinguished Melinda Wilner, Chief Operating Officer of United Wholesale Mortgage, Who stands at the forefront of the mortgage industry. As the driving force behind UWM, Melinda has led the company to its esteeme...
Mar 08, 2024•47 min•Season 1Ep. 9
Grab your favorite brew and join us for an enlightening episode of Coffeez for Closers, where we sit down with Nick Long, the visionary founder of NXT90 (The Next 90). In this intimate conversation, Nick takes us on a journey through the intricacies of business exits and shares the deeply personal reasons behind his passion for helping others navigate this crucial stage. As a seasoned entrepreneur and mentor, Nick has not only mastered the art of business exits but also discovered profound fulfi...
Mar 01, 2024•42 min•Season 1Ep. 8
In today's episode of Coffeez for Closers, we are thrilled to welcome Daniel Iskander, the CEO of West Capital Lending and a formidable figure in the mortgage industry. From his early days as a nationally ranked loan officer to becoming the visionary co-founder of West Capital Lending, Daniel's journey is a testament to his extraordinary drive and resilience. Under his leadership, West Capital Lending has emerged as the #1 partner for Rocket Mortgage for the past two years, showcasing the impact...
Feb 23, 2024•47 min•Season 1Ep. 7
Welcome to another energizing episode of Coffeez for Closers, The podcast where industry giants reveal how they built empires from scratch, over a coffee. 🔥 Episode Highlights: 🔥 In this episode, we are thrilled to feature Nancy Bayat, a distinguished figure in the finance and mortgage industry. As the co-founder of the Amerify Umbrella of Companies and a visionary behind over $4 billion in mortgage transactions, Nancy stands as a beacon of innovation and business development. Her journey is n...
Feb 16, 2024•24 min•Season 1Ep. 6
Dive into our latest 'Coffeez for Closers' episode where Joe Shalaby meets David Meltzer, a distinguished leader and entrepreneur. David shares his powerful journey of rising to success, facing a significant setback where he lost everything, and then rediscovering his path through faith in God. He emphasizes the importance of family values, placing them above all else in life. David's story is a testament to resilience, faith, and the power of keeping your loved ones at the forefront. In this co...
Feb 09, 2024•26 min•Season 1Ep. 5
Join us for a special episode of 'Coffeez for Closers' podcast where we sit down with Tano Kapedani, the CEO of EZ Fundings. In this conversation, Tano talks about how he manages to keep a strong balance between his busy work schedule and spending quality time with his family. He also shares how he provides his loan officers with the latest technology to help them succeed. Tune in to learn from Tano's experience on leading a balanced life and driving success in the digital age of the financial i...
Feb 02, 2024•28 min•Season 1Ep. 4
🎙️ Join us on this exciting episode of the 'Coffeez for Closers' podcast where we sit down with Kevin Peranio, the Chief Lending Officer and Partner at PRMG. In this insightful conversation, Kevin shares his journey in the mortgage industry, revealing the strategies and principles that have propelled him to the top of his field. Discover Kevin's unique approach to leadership and his vision for the future of mortgage lending. Tune in to hear from one of the industry's most influential executives...
Jan 27, 2024•1 hr 5 min•Season 1Ep. 3
Join us for an enlightening episode of "Coffee's for Closers," where our host Joseph Shalaby welcomes Justin Ho, popularly known as "@themindsetguyy" on social media. Today, he will break down strategies for both beginners and seasoned veterans in the realm of social media and dive in to his viral strategy that allowed him to scale to a billion total views in 6 months. Welcome to "Coffee's for Closers," a podcast that brings the heart and expertise of a family-owned business to the forefront of ...
Jan 12, 2024•18 min•Season 1Ep. 2
Join us in this enlightening episode of "Coffee's for Closers," where host Joseph Shalaby welcomes Sharran Srivatsaa, an extraordinary leader and the President of Real (NASDAQ: REAX). A former Goldman Sachs and Credit Suisse banker, Sharran is not just a business maven but also a key voice in the world of entrepreneurship. In our conversation, Sharran dives deep into the core principles of successful leadership and the strategies for running a company efficiently. His wealth of experience in tak...
Jan 05, 2024•37 min•Season 1Ep. 1
