The following guests sit down with host Justin White: • Adriana Bates – Clear Mortgage • Tim Potempa, E Mortgage Capital • Bryce Bradley, Rosegate Mortgage • Faris Tadros, Next Chapter Financial • Stacey Melton, Reasy Financial Clients Who Attended UWM LIVE! Join Us to Talk About How They’re Generating Business For the third year in a row, thousands of independent mortgage professionals gathered in Michigan for the biggest broker event of the year, UWM LIVE! In Part 2 of this special episode, we...
Jun 04, 2024•49 min•Ep. 72
Five Clients Who Attended UWM LIVE! Join Us to Talk About How They’re Generating Business For the third year in a row, thousands of independent mortgage professionals gathered in Michigan for the biggest broker event of the year, UWM LIVE! In Part 1 of this special episode, we catch up with several UWM partners from around the country to find out how they’re leveraging technology, social media and more to bring in business. In this episode of the Good. Better. Broker. podcast, you’ll hear client...
May 21, 2024•55 min•Ep. 71
The following guest sits down with host Justin White: • Kevin Robinson, Brokerowner – Capital Home Loans Aligning With a Successful Real Estate Company Gives Brokers a Lead Source With Longevity Of all the different ways mortgage brokers can generate business, hitching your wagon to a successful real estate team can be one of the most fruitful. How can brokers get in with a successful real estate company, deliver value and show them they are true partners? Tune into Episode 70 of Good. Better. B...
May 07, 2024•17 min•Ep. 70
The following guest sits down with host Justin White: • Jalen Scott – Mortgage Broker, Belong Lending Much like a house, a career in mortgages is only as good as the foundation it’s built on. If you’re a new loan originator, building a strong foundation means looking at your job as more than a job. What steps can brokers take when they’re just starting out to set themselves up for success? Tune into Episode 69 of Good. Better. Broker. as we sit down with a first-year mortgage broker to hear abou...
Apr 23, 2024•24 min•Ep. 69
The following guest sits down with host Justin White: • Diane Luongo-Gazich, Sr. Loan Advisor – C2 Financial During one of the most challenging mortgage markets the industry has seen, a veteran loan originator decided to reinvent herself. The plan – host an event and invite as many financial professionals as possible. What was the result and how has it impacted her business? Tune into Episode 68 of Good. Better. Broker. as we sit down with Diane Luongo-Gazich to find out how she’s become a refer...
Apr 09, 2024•21 min•Ep. 68
The following guest sits down with host Justin White: • Patton Gade – National Director of Military Lending, UMortgage How to Serve Veteran Borrowers in a Way Befitting their Service to the Country With a name like Patton, you could say that Patton Gade was born to serve in the military. Patton’s love for his country is matched only by his passion for helping veterans achieve homeownership. How can mortgage brokers better educate themselves on VA loans? Listen to Episode 67 of Good. Better. Brok...
Mar 26, 2024•19 min•Ep. 67
The following guest sits down with host Justin White: • Mahb Rahman – Mortgage Broker, Safetrust Mortgage How a Mortgage Broker Shop is Scaling by Prioritizing a Streamlined Operations Process While many mortgage loan originators aim for operational efficiency, Safetrust Mortgage is building its company on operational excellence. How is Safetrust impressing clients and referral partners with a smooth and speedy loan process? Listen to Episode #66 of Good. Better. Broker. as we talk with Chief Gr...
Mar 12, 2024•22 min•Ep. 66
The following guest sits down with host Justin White: • Ryan Proffitt – Mortgage Broker, Future Home Loans A Top Producer on the Sales Activities That Have Led to the Best Business Opportunities Ryan Proffitt is in the people business first and the mortgage business second. He makes 70 prospecting calls a day in between meetings with real estate agents and attending closings. How does he manage to do it all, and why does he refuse to slow down? Listen to Episode #65 of Good. Better. Broker. as R...
Feb 27, 2024•20 min•Ep. 65
The following guest sits down with host Justin White: • Andi Numan, President – Swift Home Loans Don’t Wait for the Rates to Drop Before Calling Past Clients About Refinance Opportunities No matter what the market is doing or where interest rates are, refinance opportunities always exist for mortgage loan originators. How can LOs approach their past clients in a way that makes them open to refinancing? In this episode of Good. Better. Broker., we sit down with the owner of the top refinance brok...
Feb 13, 2024•18 min•Ep. 64
The following guest sits down with host Justin White: • Lauren Fisco – Mortgage Broker, AZ Mortgage Group Going Above and Beyond What’s Expected to Create a Memorable Client Experience If all independent mortgage brokers essentially offer the same products, rates and turn times, what are you doing to set yourself apart? Listen to Episode 63 of Good. Better. Broker. as we talk with an Arizona-based mortgage broker who leaves lasting impressions on her borrowers and real estate partners by going t...
Jan 30, 2024•21 min•Ep. 63
The following guest sits down with host Justin White: • Danny Velazquez – Mortgage Loan Originator, GFL Capital Breaking Down Barriers and Opening Doors to Homeownership for Hispanic Borrowers Danny Velazquez is changing the narrative for Hispanic homeownership, and he believes other loan originators can help do the same. How can mortgage LOs better serve their Hispanic community and cater to one of the fastest-growing demographics of homebuyers? Listen to Episode 62 of Good. Better. Broker. as ...
Jan 16, 2024•18 min•Ep. 62
The following guest sits down with host Justin White: • Ian Twaddle – Branch Manager, UMortgage Chasing Relationships with Real Estate Agents Instead of Loans is a Sustainable Way to Grow Five years ago, Ian Twaddle was a 100 percent online refi guy with zero real estate agent relationships. Today, nearly 90% of his business comes from purchases and he’s “obsessed” with helping his real estate partners. How can mortgage loan originators make sure they’re top of mind with every real estate agent ...
Jan 02, 2024•13 min•Ep. 61
The following guests sit down with host Justin White: • Ann Sullivan – Sr. Loan Officer, Lending Heights • Jaime Bennett – Realtor®, LifeSpace Real Estate What LOs and Real Estate Agents Should Look for in a Mutually Beneficial Partnership Finding the right referral partner is kind of like dating. It takes time, trust and investment to grow a meaningful relationship. How can LOs and real estate agents complement each other in way that helps both do more business? Listen to episode #60 of Good. B...
Dec 19, 2023•26 min•Ep. 60
The following guest sits down with host Justin White: • Ravi Patel – Branch Manager, Ohio Valley Mortgage powered by UMortgage Using Networking Events as a Business Strategy to Attract Real Estate Partners Investing in networking events has been one of the most impactful things Ravi Patel has done to grow his business in the 10+ years he’s been in the mortgage industry. How can mortgage brokers grow their referral partnerships through events like Ravi has? Listen to Episode #59 of Good. Better. ...
Dec 05, 2023•17 min•Ep. 59
The following guest sits down with host Justin White: • Pablo Martinez – CEO and Broker-owner, Equity Smart Home Loans Redefining The LO Experience By Focusing On What Originators Want The mortgage business is the only career Pablo Martinez has ever known – and he’s using all of his experience and knowledge to build a destination for loan originators. What are LOs looking for in a broker shop and how can broker-owners provide it? Tune into episode #58 of Good. Better. Broker. as we sit down with...
Nov 21, 2023•22 min•Ep. 58
The following guest sits down with host Justin White: • Scott Valins – Co-founder and CEO, Go Rascal How to Hit a Home Run on the First Phone Call Without Swinging for the Fences With a degree in psychology from an Ivy League school and 20 years in the mortgage business, it’s no wonder Scott Valins knows how to set the right tone with borrowers. How do you make a lasting impression on the first phone call? Tune into Episode 57 of Good. Better. Broker. as we learn Scott’s approach to winning over...
Nov 07, 2023•21 min•Ep. 57
The following guest sits down with host Justin White: • Russell Petty – BrokerOwner, Grow Mortgage Why Loan Originators Should Choose Products They Can Be an Expert on and Focus on Them Russell Petty’s approach to business was shaped by his personal journey of being down and nearly out of the business. How did the lessons he learned propel Russell to become a top 1% originator? Tune into Episode 56 of Good. Better. Broker. as Russell explains how perseverance and persistence helped him partner w...
Oct 24, 2023•33 min•Ep. 56
The following guests sit down with host Justin White: • Jason duPont – Fast Mortgage Closings • DJ Christofferson – Fast Mortgage Closings Building Relationships With Real Estate Agents So They Send You Deals in Any Market Relationships between loan officers and real estate agents can be a lot like dating – it all comes down to reading the relationship the right way. How can independent mortgage brokers build strong relationships with real estate agents to get deals from them quicker and more of...
Oct 10, 2023•27 min•Ep. 55
The following guests sit down with host Justin White: • Luiza Nikoghosyan – Nations Trust Mortgage • Jose Blanchard – Nations Trust Mortgage How to Help Immigrants and Foreign Nationals Break Through Barriers to Achieve Homeownership For many people who come to this country, the prospect of owning a home can seem out of reach. In fact, some don’t even know it’s a possibility. How can mortgage brokers educate immigrant borrowers about their home financing options? Tune into Episode #54 of Good. B...
Sep 26, 2023•23 min•Ep. 54
The following guest sits down with host Justin White: • Justin Hill - Business Development Manager, Empire Home Loans How Empire Home Loans Is Recruiting the Right Loan Originators From Retail As independent mortgage brokers look to scoop up top talent from the retail channel, recruiters are focused on quality over quantity. How can brokers find the right retail loan originators for their shop? Tune into Episode #53 of Good. Better. Broker. to hear how one of the top retail-to-wholesale shops in...
Sep 12, 2023•18 min•Ep. 53
The following guest sits down with host Justin White: • Corrina Carter – Owner and CEO, CMS Mortgage Solutions Invest in Education and Training to Set up Broker Shops and Originators for Long-term Success On top of owning a broker shop and her own consulting business, Corrina Carter routinely attends trainings. How can broker shops build an onboarding and training program that shortens the path to success for their originators? Tune into Episode #52 of Good. Better. Broker. to hear how Corrina’s...
Aug 29, 2023•17 min•Ep. 52
The following guest sits down with host Justin White: • Cubie Hernandez, Senior Mortgage Advisor – Mares Mortgage Helping Borrowers Navigate Student Loans Ahead of the September 1 Forgiveness Deadline With the deadline for federal student loan debt forbearance fast approaching, how can independent mortgage brokers prepare and help their clients? Listen to Episode #51 of Good. Better. Broker. as we hear how mortgage brokers can provide value to borrowers with student loan debt by educating them o...
Aug 15, 2023•26 min•Ep. 51
The following guest sits down with host Justin White: • Randy Thompson – Broker-owner, 21st Century Lending Pursuing and Building Relationships With as Many Real Estate Agents as Possible to Earn Business With over three decades in lending and real estate, Randy Thompson’s advice to loan originators is clear: Get in front of as many agents as possible and then do everything you can to impress them. How can mortgage brokers grow and build strong relationships with real estate agents? Listen to Ep...
Aug 01, 2023•16 min•Ep. 50
The following guest sits down with host Justin White: • Kenneth Travis – President and CEO, Greenlight Mortgage Solutions Seeking out Coaching to Eliminate Blind Spots as an Independent Mortgage Broker In an ever-changing industry, mortgage brokers have an opportunity to gain an edge through coaching. What should loan originators look for in a coaching program? Listen to Episode #49 of Good. Better. Broker. as we talk with a broker-owner who coaches his own originators and thousands of others. I...
Jul 18, 2023•23 min•Ep. 49
The following guest sits down with host Justin White: • Vernon Miles – President, Milestone Mortgage Solutions How to Obtain, Maintain and Retain Loan Officers from the Retail Channel Having worked in retail himself, Vernon Miles knows all the reasons why retail loan officers may hesitate to switch to the broker channel. That’s why he designed his broker shop to combine the best of the retail and wholesale worlds. How can you attract top talent from retail and keep them? Listen to Episode #48 of...
Jul 05, 2023•19 min•Ep. 48
The following guests sit down with host Justin White: • Brett Stimpson – Brokerowner, Fulcrum Home Loans • Braiden Shaw – Brokerowner, Fulcrum Home Loans Scaling a Business With a Focus on Constant Improvement and Organic Growth In just 3 years, Brett Stimpson and Braiden Shaw have grown Fulcrum Home Loans to a company that will do more than $500 million in loan volume in 2023. What does it take to build a thriving business regardless of market conditions? Listen to Episode #47 of Good. Better. ...
Jun 20, 2023•16 min•Ep. 47
The following guest sits down with host Justin White: • David Hall - President and CEO, Hall Financial Focusing on How You Treat Clients Goes a Long Way Toward Building a Business of 5-star Reviews The only thing better than a good online review is a great one. How can you build a business that regularly brings in five-star reviews? Listen to Episode #46 of Good. Better. Broker. as we talk with David Hall, a 25-year veteran of the industry who has built a company that is focused on delivering an...
Jun 06, 2023•24 min•Ep. 46
The following guests sit down with host Justin White: • Brittney Fedele – Loan Pronto • Michelle Dugan – MS Lending • Lisa Lund – Lund Mortgage Team • Jade Taylor – Alvorada Mortgage • Justin Brown – Nuhome Team • Ciera Taylor – Home Path Mortgage • Lara Locke – Locke Your Loan • Ben Lavender – Madison Mortgage Services Interviews From Clients at UWM LIVE! On How They’re Growing Relationships and Winning Deals For the second year in a row, thousands of independent mortgage professionals gathered...
May 23, 2023•57 min•Ep. 45
The following guests sit down with host Justin White: • Elizabeth Cassidy - Future Home Loans • Moose Mau - C2 Financial • Jennifer Gormer - Integrity Home Lending • Matt Gouge - UMortgage • Skylar Welch - Maine Pointe Lending • Nancy Bayat - E Mortgage Capital • Melissa Butler - North Alabama Mortgage • Brian Makris - Home Choice Lending Eight Clients Who Attended UWM Live! Join Us to Talk About How They’re Generating Business For the second year in a row, thousands of independent mortgage prof...
May 16, 2023•1 hr 14 min•Ep. 44
The following guests sit down with host Justin White: • Sean Lee – Sr. Vice President, AGI Family of Companies • Mat Grella – President and Co-Founder, NEXA Mortgage Recruiting Loan Originators to Join the Wholesale Channel Starts With Understanding Them It’s happening month after month, week after week. Retail loan originators making the move to wholesale. Still, there are so many holdouts who haven’t yet switched. What’s a winning approach to recruiting retail LOs to the broker channel? Listen...
May 02, 2023•27 min•Ep. 43
