The 360 Experience

Imagine this: You have a solid lead, you've invested hours into educating your client, and you've worked your tail off to get them pre-approved. But just when you think you're closing the deal, they turn around and start shopping rates. Sound familiar?If this feels like the story of your life right now, you're not alone. In today's market, originators are facing huge challenges—uncertain buyers, rate shoppers, and crushingly low volume. But there are opportunities in every market, and Caleb LeGrand is joining us to show you how to find them.In this episode, Caleb, who's been consistently closing 25+ loans a month for over 11 years, tells Tim exactly how he's managed to thrive while others are struggling. He's not just a $100M producer—he's a problem-solver who's figured out how to turn obstacles into opportunities.Caleb Legrand has been consistently closing 25+ loans a month for over 11 years, and he sat down with Tim to detail exactly how he's managed to thrive while others are struggling. If you're looking for a proven way to fight rate shoppers with value in any market, you can't miss this one.What you'll take away from this episode:1️⃣ How to Close Hesitant Buyers: Caleb's tips on using education and clear expectations to guide clients through the buying process, even in uncertain times.2️⃣ Mastering the Art of Loyalty Over Rates: Learn how Caleb tackles rate shoppers head-on by shifting the conversation from rates to long-term value.3️⃣ Creating a Scalable Business: Discover Caleb's lead conversion secrets, and how you can implement a system that consistently drives results without burning you out.ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.FOLLOW Instagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemTHE LOAN ATLASJOIN ► https://go.theloanatlas.com/membership FOLLOWInstagram ► https://www.instagram.com/theloanatlas/YOUTUBE ► https://www.youtube.com/@LoanAtlas----------Mentioned in this episode:Book a Strategy Call with The Loan Atlas! Follow the link below to schedule a demo session with our team! https://go.theloanatlas.com/book-a-demo

What if you were leaving up to 25% of potential deals on the table just because you don't have the right loan products in your arsenal?And what if you could close more deals without chasing rates or competing on price?In this episode of The 360 Experience podcast, Tim Braheem sits down with Scott Rerucha, a seasoned expert who's seen it all in the mortgage space. Scott runs Legacy Group Capital, one of the few platforms offering private lending alongside traditional mortgage options. This is the secret weapon many top originators are using to break through the noise and capture deals others miss.What you'll gain from this episode:1️⃣ Bridge Loans & Flexibility: Learn how to offer bridge loans that others can't, including the ability to cross-collateralize multiple properties to make your clients' dreams a reality.2️⃣ Speed = Sales: Find out how speed and flexibility are your ticket to winning deals in a market where timing is everything. No more waiting around for bank approvals.3️⃣ Differentiate Your Loan Products: How offering niche products like custom construction loans can make you the go-to loan officer for builders, real estate agents, and investors.➡️ Want to get access to products like Scott's? Check out Legacy Group Capital at the link below to learn more. https://legacyg.com/ ➡️ Stop watching others close deals with private lending and creative financing. Join The Loan Atlas today and get the product training that will help you stand out in your market: https://go.theloanatlas.com/membership ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.FOLLOW Instagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemTHE LOAN ATLASJOIN ► https://go.theloanatlas.com/membership FOLLOWInstagram ► https://www.instagram.com/theloanatlas/YOUTUBE ► https://www.youtube.com/@LoanAtlas----------Mentioned in this episode:Book a Strategy Call with The Loan Atlas! Follow the link below to schedule a demo session with our team! https://go.theloanatlas.com/book-a-demo

Every loan you fund is either making you unforgettable—or forgettable.If you're closing deals but not creating repeat business, not getting consistent referrals, and not building raving fans out of your clients and partners… your loan process is broken. And you're leaving hundreds of thousands (if not millions) on the table.In this episode of The 360 Experience Podcast, Tim Braheem is flying solo to break down the exact system that helped him go from funding 3 loans a month to over 500 a year. His Perfect Loan Process is a 73-step machine designed to create an experience so addictive, so dialed-in, that clients and referral partners can't help but come back—and bring others with them.What you'll gain from this episode:1️⃣ Turn Every Loan Into New Leads: Discover how to create referral momentum by delivering an unforgettable experience that turns every client, agent, CPA, and advisor into your personal sales force.2️⃣ Systematize Your Excellence: Learn how to build a repeatable, scalable process that eliminates reactivity, increases efficiency, and ensures your team delivers “wow” moments every time.3️⃣ Create Addicted Referral Partners: Hear real-life examples and scripts you can use to proactively turn listing agents, CPAs, and financial advisors into new referral relationships—on every deal.➡️ Ready to turn every loan into your next 3 deals? Download the Perfect Loan Process for free and start building a system that creates repeat business and nonstop referrals: https://go.theloanatlas.com/perfect-loan-process_________________________________________________________________ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.FOLLOW Instagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemTHE LOAN ATLASJOIN ► https://go.theloanatlas.com/membership FOLLOWInstagram ► https://www.instagram.com/theloanatlas/YOUTUBE ► https://www.youtube.com/@LoanAtlas----------➡️ SUBSCRIBE YOUTUBE ► https://www.youtube.com/@LoanAtlas➡️ FOLLOW THE LOAN ATLASInstagram ► https://www.instagram.com/theloanatlas/➡️ FOLLOW TIM BRAHEEMInstagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheem

Most loan originators today are making this one critical mistake: they're ignoring their most valuable asset—their past clients. If you're spending all your time chasing new leads, fighting for Realtors' attention, or hoping the next rate drop will save your business… you're playing the game wrong.In this episode of The 360 Experience, Tim Braheem sits down with Jay Dacey, a 25-year mortgage industry veteran who's built a well-oiled loan machine—144 closings in 2024, without depending on a single “whale” referral partner. He shares everything he's learned that's allowed him to crack the code on sustainable business growth using repeat and referral business.What You'll Learn in This Episode:1️⃣ How to generate 10+ loans per month on autopilot by staying top-of-mind with past clients (and why 99% of LOs get this wrong).2️⃣ Why financial advisors are the ultimate referral source—and how Jay built a stream of referrals from them instead of realtors.3️⃣ The secret weapon for new LO training & team scalability—how Jay systemized his business so new hires ramp up in weeks, not months.If you feel stuck in survival mode, it's probably because you don't have a predictable system to keep deals flowing. That's why we built The Loan Atlas—so you don't have to figure it all out on your own.ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.FOLLOW Instagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemTHE LOAN ATLASJOIN ► https://go.theloanatlas.com/membership FOLLOWInstagram ► https://www.instagram.com/theloanatlas/YOUTUBE ► https://www.youtube.com/@LoanAtlas----------➡️ SUBSCRIBE YOUTUBE ► https://www.youtube.com/@LoanAtlas➡️ FOLLOW THE LOAN ATLASInstagram ► https://www.instagram.com/theloanatlas/➡️ FOLLOW TIM BRAHEEMInstagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemMentioned in this episode:Book a Strategy Call with The Loan Atlas! Follow the link below to schedule a demo session with our team! https://go.theloanatlas.com/book-a-demo

Most mortgage originators today have no idea how the market actually works. If you want to stand out as a confident mortgage advisor, you need to know WHAT is happening in the market, WHY it's happening, and HOW to use that knowledge to win more deals. That's exactly what we're diving into in this episode with Dan Habib, market expert with MBS Highway and son of mortgage legend Barry Habib.Dan's been deep in the trenches, studying the financial markets, tracking economic trends, and working with top producers who never worry about rates—because they already have a plan. If you've ever struggled to confidently explain rates, inflation, or the Fed to your clients, this episode will change the way you approach your business.What you'll learn in this episode:✅ The #1 skill separating top loan officers from the pack (and how to develop it FAST)✅ How to use “strike rates” to turn future refis into guaranteed deals today (most LOs completely miss this)✅ The exact market insights you need to explain to borrowers right now (so they stop hesitating and start locking loans)➡️ JOIN NOWTHE LOAN ATLAS ► https://go.theloanatlas.com/membership ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.FOLLOW Instagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemTHE LOAN ATLASJOIN ► https://go.theloanatlas.com/membership FOLLOWInstagram ► https://www.instagram.com/theloanatlas/YOUTUBE ► https://www.youtube.com/@LoanAtlas----------

The NAR lawsuit has changed the game for agents and loan officers alike, and the dust is far from settled. But here's the truth: those who adapt now will dominate tomorrow.In this episode of The 360 Experience Podcast, Tim Braheem sits down with industry veteran Scott Einbinder, a real estate strategist who's seen it all—three business sales, decades of experience, and a front-row seat to the biggest shifts in real estate. Together, they unpack the massive changes happening right now and share how loan officers and agents can not only survive but thrive.What you'll gain from this episode:1️⃣ Master the New Agent-Loan Officer Partnership: Build true referral partnerships that drive results, not just referrals. Learn how to integrate your value into every agent presentation.2️⃣ The Future Belongs to Listing Agents—Here's Why: Scott breaks down why becoming a proactive listing agent is now mission-critical and how loan officers can support this shift.3️⃣ Transparency is the New Currency: The market is demanding honesty and clarity. Scott shares how loan officers can stand out by offering real, tangible value.➡️ Ready to become the kind of originator agents can't wait to partner with? Join The Loan Atlas—the MBA of the mortgage industry that gives you access to coaching, training, and resources that turn knowledge into action and action into results: https://go.theloanatlas.com/membership _________________________________________________________________ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.FOLLOW Instagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemTHE LOAN ATLASJOIN ► https://go.theloanatlas.com/membership FOLLOWInstagram ► https://www.instagram.com/theloanatlas/YOUTUBE ► https://www.youtube.com/@LoanAtlas----------

Feeling stuck, burnt out, or like your success is slipping away in this market?Here's the hard truth: If you're resisting change, clinging to old strategies, or waiting for the market to fix itself—you're already behind.In this episode of The 360 Experience Podcast, Tim Braheem sits down with Ryan Grant, President of NEO Home Loan and a mortgage leader who's mastered the art of leading teams, adapting to market shifts, and building a business that thrives—no matter the conditions.Ryan shares the raw, unfiltered truth about what's holding loan officers back and lays out a clear roadmap for transforming your mindset, your strategy, and your results.What you'll gain from this episode:1️⃣ The Confidence Comeback: Why most loan officers tie their identity to their production—and how to rebuild unshakable confidence when the market feels against you.2️⃣ Value That Disrupts Partnerships: Forget coffee meetings and small talk. Learn how to offer value so undeniable that Realtors chase you3️⃣ Leadership That Creates Loyalty: Stop managing tasks. Start inspiring people. Ryan shares the difference between managing and leading.➡️ Ready to stop surviving and start thriving? Join The Loan Atlas—the online platform giving mortgage originators the training, tools, and mindset shifts they need to build an unshakable business foundation: https://go.theloanatlas.com/membership Link to purchase, Extreme Ownership Link to purchase, Pivot or DieABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.FOLLOW Instagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemTHE LOAN ATLASJOIN ► https://go.theloanatlas.com/membership FOLLOWInstagram ► https://www.instagram.com/theloanatlas/YOUTUBE ► https://www.youtube.com/@LoanAtlas----------

Building Unbreakable Partnerships: How John Wade Used His Referral Network to Close $85M in 2024In this episode of The 360 Experience Podcast, Tim Braheem sits down with John Wade, a top-producing loan officer with over 20 years of experience, to break down the strategies that separate the average originators from the true market leaders. Most loan officers are focused on chasing deals—but the ones who gain market share are building partnerships that last. If you've ever lost a deal to someone who “knows how to make things happen” or felt like you're just another option for your referral partners, this episode is your wake-up call.John's approach to mastering loan structuring, creating momentum, and building loyalty will not only help you close more loans but also make you the advisor your clients and partners trust above all others.Here's what you'll gain from this episode:1️⃣ Unbeatable Loan Structuring: Learn how to navigate tough loans and uncover solutions others miss—becoming the go-to LO for deals no one else can close.2️⃣ Next-Level Partnerships: Discover how John turns every transaction into an opportunity to build loyalty with referral partners and clients.3️⃣ The Momentum Method: Why closing more deals (even at a lower margin) creates a ripple effect of success for your business.➡️ Join The Loan Atlas to get coaching that will help you stop chasing leads and start building real relationships that grow your business: https://go.theloanatlas.com/membership _________________________________________________________________➡️ ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.➡️ SUBSCRIBE ► / https://www.youtube.com/@LoanAtlas➡️ FOLLOW THE LOAN ATLASInstagram ► /https://www.instagram.com/theloanatlas/➡️ FOLLOW TIM BRAHEEMInstagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheem

Tim Braheem Interviews Rose Marie DavidThe mortgage industry is tougher than ever, and most loan officers are struggling just to keep up. But survival isn't enough—it's time to take control and build something lasting.In this episode of The 360 Experience Podcast, Tim Braheem sits down with industry powerhouse Rose Marie David, a leader who's done it all—from top-producing originator to overseeing massive sales teams. Together, they tackle the problems that most loan officers don't even realize are holding them back. Here's what you'll gain from this episode:1️⃣ Overcome Fear and Complacency: Rose shares her strategies for breaking free from old habits, embracing discomfort, and leveling up your game.2️⃣ Vision-Driven Success: Learn how to dream big, craft a clear vision, and turn that vision into a tactical plan that drives results.3️⃣ Master Time and Priorities: Rose's proven techniques for focusing on what truly matters and eliminating distractions will change the way you work.➡️ Goals mean nothing without action. Join The Loan Atlas and get the coaching you need to make 2025 your best year ever: https://go.theloanatlas.com/membership _________________________________________________________________➡️ ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.➡️ SUBSCRIBE ► / https://www.youtube.com/@LoanAtlas➡️ FOLLOW THE LOAN ATLASInstagram ► /https://www.instagram.com/theloanatlas/➡️ FOLLOW TIM BRAHEEMInstagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheem Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Manu GinobiliDo you ever feel like you're pushing so hard for success that you forget to enjoy the journey?In this episode of The 360 Experience Podcast, Tim Braheem sits down with NBA legend Manu Ginobili to unpack lessons that go far beyond the court. Manu's story is filled with relatable struggles and breakthroughs that originators face every day. This isn't just a conversation about basketball—it's a masterclass in achieving balance, building resilience, and finding fulfillment in every area of life.What you'll gain from this episode:1️⃣ Mastering Self-Talk and Resilience: Learn how Manu shifted from self-criticism to self-compassion and how that transformation helped him achieve greater performance and happiness.2️⃣ Balancing Drive with Fulfillment: Discover how to stay competitive without sacrificing joy or relationships—and how to thrive under pressure.3️⃣ Authentic Leadership: Take a page from Manu's playbook on what it means to lead with honesty, vulnerability, and trust in both life and business.➡️ ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.➡️ SUBSCRIBE ► / https://www.youtube.com/@The360ExperiencePodcast➡️ FOLLOW TIM BRAHEEMInstagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheem

Feeling stuck, exhausted, or like you're fighting to survive in this market? It's not a secret that most originators are barely holding on right now. But here's the brutal truth: if you're not leveling up in EVERY aspect of your life, you're getting left behind.In this episode of The 360 Experience Podcast, Tim Braheem goes deep with Matt Bassitt, a top producer who had to rebuild his life and business after a personal crisis. They dive into what really moves the needle—not just for closing more deals but for building something meaningful. Matt's approach to leadership, mindset, and resilience is the stuff they don't teach you in business school—but the consequences of ignoring this can crush your business.What you'll gain from this video:1️⃣ Unshakeable Mindset: Forget “positive thinking.” Learn the routines and inner work Matt uses to thrive under pressure, stay focused, and attract clients with a high-energy presence that gets noticed.2️⃣ Loyalty Like You've Never Seen: Want clients who come to YOU without shopping around? Matt's got the blueprint on using simple, personal touches that create loyalty and make you unforgettable.3️⃣ Purpose-Driven Leadership: Building a real business is more than numbers; it's about creating impact. Matt shows how having a mission that matters can drive you further than money ever could.➡️ ABOUT MATT BASSITTMatt is a Branch Manager and Mortgage Advisor for Northwestern Home Loans in Bend, Oregon. He is licensed in seven states. His goal is to provide clients with an array of lending options to meet and exceed their expectations when purchasing or refinancing their home. He and his team are committed to serving their community with honesty, integrity and a commitment to ethical practices. When he's not working, Matt is extremely passionate about Save a Warrior and helping veterans dealing with PTS.Brought to you by The Loan Atlas theloanatlas.com

In this episode of the 360 Experience Podcast, Tim Braheem takes center stage as both host and guest to dive deep into a crucial and timely topic: managing your database to capitalize on the current refinance boom. Tim shares his proven strategies for becoming a debt manager, guiding clients through the refinance process with precision and speed—because, as he explains, you make a living on purchases, but you retire on refinances.If you're looking to build stronger client relationships and lock in more loans, this episode will equip you with the tools you need to thrive in today's market.What you'll gain from this video:1️⃣ Strike Rates & Speed: Learn how setting a strike rate can give you a competitive edge and allow you to move fast when rates drop.2️⃣ Database Segmentation: Tim's proven method for categorizing clients so you know exactly who to call when opportunities arise.3️⃣ The Power of Relationships: How proactive communication and debt management build loyalty, helping you stand out from competitors.➡️ Ready to take action on Tim's refinance strategies? Download the FREE Refinance Master Plan and learn how to get your clients prepped and ready, so you can move quickly when rates drop: [REFI MASTERPLAN DOWNLOAD PAGE]➡️ ABOUT TIM BRAHEEMWith more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.➡️ SUBSCRIBE ► / https://www.youtube.com/@The360ExperiencePodcast➡️ FOLLOW THE LOAN ATLASInstagram ► /https://www.instagram.com/theloanatlas/➡️ FOLLOW TIM BRAHEEMInstagram ► https://www.instagram.com/tbraheem/LinkedIn ► https://www.linkedin.com/in/timbraheemMentioned in this episode:Refi Master Plan

Tim Braheem Interviews Craig StrentCraig Strent is the head of faculty for The Loan Atlas. He is an extremely gifted teacher and leader in the mortgage space. Craig is the former CEO & Co-founder of Apex Home Loans, a former Inc 5000 company one of Washingtonian's 50 Great Places to Work in Greater Washington. You Will Learn About: Alternative referral sources: How to build relationships with CPAs, financial advisors, and divorce attorneys.Mastering scripting: Strategies to effectively overcome objections and communicate value.Mining your past client database: Leveraging existing relationships for future business.Leadership insights: Building a strong team and fostering a supportive culture.Achieving life balance: Tips for managing your time and priorities in a demanding industry.Who is Craig Strent?Craig speaks nationally on mortgage origination strategies and industry trends. He was consistently ranked among the Top 200 Loan Officers in the country throughout his origination career. He was voted Best of Bethesda numerous times, was named among the 100 Most Influential Mortgage Executives in America, and received life time achievement recognition by Washingtonian Magazine. Craig's current passion is teaching inside the mortgage industry and helping other originators through his involvement in the Loan Atlas. Craig enjoys spending time with his family, playing roller hockey, golfing, hiking with his dogs, visiting all DC has to offer, and traveling the world.Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Barry HabibIn this episode Tim sits down with his long time friend, Barry Habib. During this conversation, Barry shares openly with Tim what his experience has been going through aggressive chemotherapy treatments while managing to continue working and looking for the joy in every day. In addition to sharing the details of his treatment, Barry brings his over 25 years of intensive experience to this episode where he and Tim discuss some current market trends relative to the past few years to give YOU insight on what you can be doing right now in this market.You Will Learn: What key metrics you should be looking to for interest rate insights.Barry's overview of what to expect rate behavior to be in the coming months.The importance of applying your own intelligence to using AI for your benefit.Why you MUST be informed about any and all adversities you experience in your life.Barry's inspiring story of navigating illness and how his mindset has been the key to overcoming adversity with joy.Who is Barry Habib?Barry Habib is the founder and CEO of MBS Highway, the leading source of economic and interest rate education and information in the Mortgage Industry, National Best Selling Author of “Money In The Streets” and Nationally known economic expert on such shows as Fox Business and CNBC. Barry resides in Colts Neck, New Jersey and West Palm Beach, Florida but is constantly on the move speaking across the country. When he's not traveling, he's either hard at work at the MBS Highway office or spending time with his loving family and friends. In his free time, Barry enjoys watching sports and is an avid car enthusiast.Ready to grow your mortgage origination business?Join The Loan Atlas- an online learning platform and community that helps loan originators get more leads, close more loans, and build an annuity-like business.theloanatlas.com

Tim Braheem Interviews Justice RobertsIn this episode, Tim interviews Justice Roberts. Justice is a Founder and Mortgage Advisor at Renown Mortgage. He entered the mortgage industry in 2012 as a loan officer assistant and began originating full-time in 2015. Over the years, he has steadily grown his loan production, reaching $103 million in 2021 and on pace for $60 million in 2024. Justice specializes in residential mortgages for self-employed individuals, especially those with higher net worth and complex financial situations. His core values are service and communication. Justice strives to solve problems and educate his clients on the best possible solutions for their needs. He shared that one of his proudest moments was helping a business owner and veteran couple qualify for their dream home in just 8 days, despite market challenges and higher interest rates.You Will Learn: What you should be doing right now if you are a mortgage broker.The importance of managing time and processes now in preparation for a refi boom.A script to use to help a lower income borrower pivot to a higher rate solution.Why you should consider your life planning success as equally important to your business planning.The importance of spending time with yourself and searching for what you need for yourself.Who is Justice Roberts?At 31 years old and Justice a grateful husband to Brittney for 10 years and father to four wonderful children: Shiloh, Jonah, Samson, and Joshua (all boys). Coming from a large family with two parents, one older sister, and ten younger siblings, family time is incredibly important to Justice. He shared that, being a dad has always been his greatest joy. Justice has a strong interest in economics, a deep love for people, a passion for coaching, and a profound love for God, greatly influenced by his dad, who is a pastor. Outside of work, I enjoy playing acoustic guitar and singing, playing poor golf occasionally, and staying active in various sports.Link to purchase Power vs. ForceLink to Purchase The Surrender ExperimentLink to purchase Letting Go Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Shant BanosianShant Banosian is Guaranteed Rate's #1 Loan Officer 9 years running, and the #1 Loan Officer nationwide 6 years running, with over 35,000 closed units and $10 billion in funded loans throughout his 20 year career. He has consistently been recognized for his high level of production, superior customer service and expert industry knowledge. He has been featured on Mortgage Professional America's Mortgage Global 100 list for 2020, 2021, and 2022 and is licensed in all 50 states.You Will Learn: What you should be doing right now if you're only closing 1-2 loans per month. The importance of overcoming call reluctance and refining your phone presentation skills.Why being easy to get ahold of can be a game changer for your business.How to develop likability and trust early on with your new clients and referral partners.The importance of being a mentor, advisor, and coach for clients and partners in this market.Who is Shant Banosian?Shant's goal is to simplify the mortgage process for his customers and make the home loan process easy to navigate. He and his team thoroughly educate their borrowers throughout the mortgage transaction, so they fully understand their options and feel comfortable with their chosen loan program. He also puts his clients ahead of the competition through his ability to close loans in record time.Shant graduated from Bentley University with a Bachelor of Science degree. He grew up in Watertown, MA, and currently resides in Belmont with his wife and three daughters. Community involvement is a very important part of Shant's personal and professional life, and he is extremely proud of his Massachusetts upbringing. He is also heavily involved with Boston Children's Hospital, The Greater Boston Food Bank and the Guaranteed Rate Foundation.Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Robert CoomerWith over 25 years of experience, Robert Coomer has become a prominent and influential figure in the mortgage industry. His passion for delivering a stress-free and high-quality mortgage experience has been the driving force behind his successful career.You Will Learn: How to maintain strong relationships with people contributing to your business.The importance of building a memorable experience for your clients to keep them coming back.How to use being a referral partner's second choice as a way to show your value.The importance of having the right mindset to navigate difficult times in your business. The importance of knowing how to structure difficult loans. Who is Robert Coomer?Robert Coomer is an incredible loan originator based in Las Vegas, Nevada. Robert's previous success in the mortgage industry was marked by a team of humble, empathetic, and approachable loan officers, processors, and support staff. Now serving as the Executive Vice President (EVP) at Citywide Home Mortgage, this legacy of expertise and dedication to client service continues, where the goal remains to listen twice as much as they speak and prioritize service above all.Under Robert's leadership, the company has perfected its approach to delivering exceptional service and innovative solutions to clients. From humble beginnings to its current status as a leading mortgage lender, Citywide's journey is a testament to its commitment to excellence.Brought to you by The Loan Atlas For more information on how to join the largest community of like-minded originators, visit theloanatlas.com

Tim Braheem Interviews Sam RosenblattWith over 28 years in the Mortgage Business, Sam Rosenblatt brings a wealth of practical experience and knowledge to this conversation with Tim. Sam is a master of implementing systems and processes to expedite his workflow. He has been recognized by Scotsman Guide as one of the Top 200 Originators in America having closed over 6,000 units at over $2 Billion in production.You Will Learn: Why high level goal setting and emulating successful originators is your key to achieving greatness.How to leverage simple hires to increase your availability and productivity.How servicing a specific market segment can make you a community go to.The importance of having a well maintained and monitored CRM.What you should be doing right now to increase your loan volume in today's market.Who is Sam Rosenblatt?Sam is a Sales Manager for USA Mortgage out of Saint Michaels, Maryland. Sam believes that buying a home is a major life event, likely the largest purchase a person will make. His chief focus is getting people into a mortgage that not only meets their needs today but also brings them long-term financial security. Sam prides himself on his ability to tackle unique lending situations and saving loans close to being denied by another lender. When he's not doing loans, Sam is extremely involved in his community, serving on the board of both LifeBridge Health and the Jemicy School in Maryland. Brought to you by The Loan Atlas For more information on how to join the largest community of like-minded originators, visit theloanatlas.com

Tim Braheem Interviews Tom BlattauThomas Blattau brings a wealth of knowledge to the real estate and mortgage industry. With over 15 years of experience in mortgages, 10 years in real estate, and 15 years in inventing in real estate ventures. Insights of every side of the transaction has helped shape him into an expert in the industry. His latest venture is a Regional Vice President with Leader 1 financial. You Will Learn: What you need to do to deepen your connection with Realtors right now.The three entities you should be angling your sales to in this market.The common denominators of successful originators in today's market. A method to access a realtor's ability to refer you business.How to use DISC Personality traits to refine your sales presentation.Who is Tom Blattau?Since moving to Tampa in 2005, Thomas has made lots of friends playing sports. From softball, to volleyball, to basketball, to golf, there is always something active and competitive that grabs his attention. In 2010, he met his wife playing softball. In 2014 they were blessed with a son, named Maddox. Now he enjoys spending quality time with his family at Maddox's sporting events. Over the past 5 years, Thomas has really jumped back into competitive golf and is currently running a yearly tournament for the mortgage industry called the MIV cup. It is a special time each year to do something he loves and yet engage with some of top professionals in the industry. Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Steve DorfmanTim sits down with Steve Dorfman. Steve was the Chief Experience Officer for Apex Home Loans and is now the head of community for The Loan Atlas. With a long history of working in customer service, Steve brings an incredible attention to detail to all aspects of the customer journey. While with Apex, Steve led the charge in elevating their Net Promoter Score (NPS) to a sustained high of 96. In addition, he was instrumental in implementing internal changes which earned Apex the designation of “Best Place to Work” in Washingtonian Magazine, The Washington Business Journal, and The Washington Post.You Will Learn: How to turn a negative customer experience into a net positive Four elements to turn a new prospect into an advocate for your businessThe difference between meeting and anticipating consumer needs The importance of communication to get repeat business and referralsThe importance of positive feedback in fostering employee successWho is Steve Dorfman?Transitioning from the hospitality industry in 1995, Steve Dorfman spent the next 11 years selling Acuras. Acutely aware of the long-standing stigma associated with car salesmen, Steve entered the business at age 23 determined to elevate the profession by intentionally crafting thoughtful and remarkable experiences for his prospects and clients. His unwavering commitment to a customer-centered process paid off: Steve earned "Salesman of the Year" seven years in a row, maintained a six-figure income from a 35-hour workweek, and achieved a Customer Satisfaction Index rating in the top 1% nationally. He worked by appointment only, with repeat clients and referrals accounting for 70% of his business. More than two decades later, Steve's best practices are still taught by corporate trainers. Steve and his wife, Maggie, live in Maryland (just outside of Washington, DC) with their two children. During the summer, they enjoy gathering with family and friends on their ski boat at Lake Anna in Virginia.Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Josh MettleTim sits down with friend and colleague Josh Mettle, to discuss how originators can best position themselves to partner with Realtors in light of the pending NAR buyer agent commission ruling. Josh is a hugely successful mortgage originator with 1.2 billion dollars in loans funded in his career.You Will Learn: What you need to do to be ahead of the curve in the NAR Ruling.Hacks on creating accountability for implementation.The winning marketing formula to drive new business opportunities.How to win the battle between your ears.The importance of gratitude in your business.Who is Josh Mettle?Josh Mettle is a distinguished member of The Loan Atlas Faculty and a division president at NEO Home Loans. With over 20 years of mortgage experience, Josh has dedicated his career to the mortgage industry. He is also a successful real estate investor, author, podcast host, and coach helping the industry understand how Physician Home Loans work. Brought to you by The Loan Atlas For more information on how to join the largest community of like-minded originators, visit theloanatlas.com

Tim Braheem Interviews Holly WaltherHolly Walther has been in the mortgage business for 25 years. In 2021 she funded over 500 units and 170 million in personal production. What's more impressive is that in 2023 she funded over 70 million in production. She has grown her business by developing substantial relationships with Real Estate agents and by managing her energy through cultivating balance in her personal and professional life. In this episode, she and our host Tim Braheem uncover what you need to be doing right now in light of the NAR ruling to achieve success and growth as an originator.You Will Learn: How to develop a value proposition with Realtors in today's competitive marketThe importance of developing your self worth with growing your businessWhy the fuel that you put in your body influences your business successHow to balance your personal life and goals with your businessThe power of authenticity and vulnerabilityWho is Holly Walther?Holly is a passionate mother of three boys and wife to her husband, a fire captain just outside of Atlanta. Holly's 20 years of lending experience and 100 percent closing record of her pre-approved loans has earned her the recognition of being among the top five percent of mortgage bankers by the Mortgage Bankers of Georgia Association. She prides herself on exclusive concierge service, and systematic communication will keep clients informed and involved every step of the way ensuring a streamlined approval process. Holly's team at Success Mortgage Partners focuses on honesty, integrity and a solutions-based approach to any challenge that might arise during the lending process. Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Dr. Steven Tenenbaum Dr. Steven Tenenbaum is a western medical general practitioner who runs a concierge medical practice. He is a graduate of Penn State University. He brings over 20 years experience in health and wellness as well as an integrative approach to medicine that includes homeopathy and nutrition. He is also our host Tim Braheem's doctor and has been for nearly two decades.You Will Learn: Specific proactive screenings that you should be doing to prevent health challenges.The difference between a typical medical practice and a concierge practice as well as the benefits.What to look for in your blood markers and supplements that can be beneficial to take.The benefits of Testosterone replacement therapy.How to catch cardiovascular disease before it's too late.Who is Dr. Tenenbaum ?Dr. Steven Tenenbaum, MD is a Family Medicine Specialist in Newbury Park, CA and has over 24 years of experience in the medical field. He graduated from Penn State University College of Medicine in 1999. He is affiliated with medical facilities Los Robles Regional Medical Center and St. John's Regional Medical Center. His office is not accepting new patients.Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Danny Horanyi Danny Horanyi brings over 20 years of mortgage experience and wisdom to this conversation with Tim. His innovative approach to his role as an originator and as a high level executive within the mortgage industry provide the listener with much to ponder and valuable insights in todays changing mortgage landscape.You Will Learn: Why every person on your team needs to be a lead generator and how to do itThe importance of the Perfect Loan ProcessWhat you need to do to have the confidence to ask for referralsWhy the mortgage professional of the future needs to offer a broad spectrum of valueThe three key moments of celebration on every loanWho is Danny Horanyi?Danny is a husband and father of two kids in San Diego, California. In his life and in business, Danny always emphasizes community and the spirit of friendship and care. At NEO Home Loans, Danny brings that spirit into the mortgage industry. Specifically noting that the loan closing is never the end of the relationship with a client; it's the beginning. Danny loves guiding people on their journey towards financial freedom with a lifetime of advice. Outside of work, Danny is a board game enthusiast and a friend to many. His favorite place is sitting with friends by a fire pit with a bottle of wine and some great conversation.Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Allen TaymanAllen Tayman is an originator based in Columbia, Maryland. He has been helping customers fulfill their dream of homeownership since 1992. In 2021, he transitioned to being an in-house lender with Prosperity Home Mortgage. As a result, he has access to an impressive database of nearly 300 realtors and has incredible insights on what agents need following the NAR ruling.You Will Learn: How to help Realtors through this difficult time with the new NAR RulingHow to help Realtors develop their value propositionHow to host Realtor Masterminding GroupsHow to best nurture existing Realtor relationships Who is Allen Tayman?Allen has been in the industry for quite some time and has an active participant while it has undergone remarkable changes.He recognizes that most people only go through the home buying process a few times in their lives, and prides himself on keeping customers informed throughout the transaction. As a graduate of the University of Maryland and a Howard County resident, Allen is passionate about working with local and state bond programs to help first-time homebuyers achieve their dreams while keeping their financial goals within reach. Link to purchase Outlive Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Katrinka CondieKatrinka Condie is a loan originator out of Salt Lake City Utah. She has been in the mortgage business for only seven years and in that span has elevated herself to elite status as an originator by using the power of connection to transcend the commodity that is interest ratesYou Will Learn: The exact process that Katrinka takes her borrowers through Why asking the right questions leads to successHow to make clients and referral partners feel seen and heardWhy empathy is a unique value propositionWhy confidence is generated by knowledgeWho is Katrinka Condie?Katrinka partnered with mortgage and real estate professionals for 7 years focusing on credit challenged borrowers. This service helped over 2,000 families realize their dream of home ownership. Her experience in credit consulting services and client coaching drove her to become a licensed loan officer. Katrinka is dedicated to providing exceptional service and making the loan process educational and effortless. In her spare time, she loves exploring the great outdoors with her husband and four beautiful girls.Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Sosi Avila Sosi Avila has been an originator for six years. In that time he has tasted significant successes including a year where he funded over 100 million dollars in loan production. Like many 2022 and 2023 were challenging years for him. However, what he learned over that period will surely be a catalyst for his career and his future. In this episode, Tim and Sosi discuss in detail the virtues of the past 18 months.You Will Learn: Why knowledge of your product (YOU) is to critical to your successHow starting each day with one massive impact action item leads to successThe difference between being a mortgage banker and a mortgage brokerHow to strategically position yourself to get access to your Realtors database The art of social media marketing and how to get followers to view your reelsWho is Sosi Avila?Sosi has traveled to more than 19 countries with many of them being countries he lived in for longer than a few months. He has worked hard to help NEO Home Loans flourish. Sosi's personal ambition and joys lie in sales, business development and helping connect the right people in the right places to get the right things. Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Brian MahanFor over twenty years, Brian Mahan has been a Somatic Experiencing practitioner. He specializes in physiology of stress and in renegotiating shock and developmental trauma.You Will Learn: How past traumatic experiences are stored in the body and drive our beliefs and behaviors.Why talk therapy is often unsuccessful in working with past experiences.The importance of drawing boundaries and healthy aggression.Why its your body, not your mind that can help you heal.The formula for identifying your purpose and why its so important to do so.Who is Brian Mahan?Brian Mahan is not a traditional talk therapist. He is a Somatic Experiencing Practitioner, specializing in working with anxiety, PTSD, developmental trauma, shock trauma and shame.Suffering from developmental trauma, social anxiety, self-sabotage, self-loathing, shame, low self-esteem, depression, habitual re-enactments, and 7-10 full-blown panic attacks every day, following a catastrophic car wreck, Brian sought out a means of healing. After three sessions with a Somatic Experiencing Practitioner, his panic attacks stopped and he entered the three year training program to become a Somatic Experiencing Practitioner two weeks later.Since 2004, twenty-six of my clients have become practitioners, as well. That is a true testament to the power and efficacy of this work.For his own personal growth and desire to be more effective with his clientele, Brian has completed a 7-module training on Healing Shame with Bret Lyons, SEP, and Sheila Rubin, MA, LMFT, RDT/BCT, in Berkeley, CA. I am now certified in the Lyon/ Rubin Method for Healing Shame and have assisted them in trainings. I've also taken extensive training in the study of developmental trauma.To learn more about the work Brian does, visit his website: https://briandmahan.com/ Or get his book, I cried All the Way To Happy HourBrought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Darren McLellanDarren McLellan has been a mortgage originator, and leader in the mortgage industry for over 20 years and has consistently ranked in the top 1% of originators in the US. His experience has been greatly impactful in helping him and his team migrate through the choppy waters of this last down cycle in the mortgage industry.You Will Learn: 1. The importance of leaning into fear2. Why creating content is so critical in today's marketing strategies3. How to overcome your fear of being active on social media4. How Darren has managed to fill a room with Realtors 5. Why working on yourself as a human is a power tool in connecting with clientsWho is Darren McLellan?As a Partner, VP and Loan Officer with Back Bay Funding, Darren has consistently ranked as a top originator at the firm and a top 1% originator within the country. Darren McLellan is passionate about helping clients get what they want, whether it is a dream home or a lower payment on their mortgage.Darren established his reputation early as an originator that could complete some of the most difficult transactions in the marketplace. Coming off some of the most difficult times in the history of the mortgage market, Darren decided it was time to expand his practice and hired his first team member. The business began to transform as Darren's team could provide a higher level of service than his competitors which allowed Darren to become one of the most trusted and respected lenders in the marketplace.Since 2011, Darren has worked to expand his relationships in the real estate and professional services industry to be able to add value to a broader audience. Most recently, Darren has become obsessed with delivering an exceptional client experience from the time of engagement to years after the transaction has closed.The driving force for Darren's motivation to succeed in the mortgage business is his dedication to his wife, Tracy, and their two children.Brought to you by The Loan Atlas theloanatlas.com

Tim Braheem Interviews Five of The Loan Atlas FacultyWith a combined 115 years in the business and over 6.5 billion dollars in loan fundings, these members of the Loan Atlas Faculty share their number one suggestion for success in the New Year. Be prepared to learn about Database Management, Realtor Education, The value of pursuing Financial Planers, how to manage your personal budget and how to master confidence in the year to come.YOU WILL LEARN ABOUT:Why right now is the time to be talking with your database, what to say and where there are loans to be procured.The Value of the "One to Many" approach to Realtor education.Why the new NAR/Realtor commissions legislation makes pursuing Financial Planers and CPA's even more important. How to avoid downturns in the market affecting your personal bottom line.The formula for building confidence, one of the most important assests a sales person can have.WHO ARE THESE MEMBERS OF THE LOAN ATLAS FACULTY?Josh MettleSince coming onto the mortgage scene in 2001, Josh Mettle has become one of the top mortgage professionals in the nation, ranking in the top 1% of mortgage originators in 2020, according to Mortgage Executive Magazine. Josh is also a successful coach, best-selling author, and podcast host who is passionate about helping people succeed in every aspect of their lives.Josh BurrussWith 17+ years of experience in the mortgage industry, Josh brings a unique and vast knowledge and skill set that helps him think “outside of the box” when it comes to sales and creating a seamless mortgage experience from start to finish. He is also a loan product expert with the rare ability to explain complex loan programs and concepts to customers and other mortgage professionals. Tyler OsbyWith nearly 20 years of experience in the mortgage industry, Tyler Osby is passionate about showing other businesses and individuals how to build profitable businesses through effective marketing and the use of technology. His knowledge of marketing, technology, and everything financial, combined with his love for mentoring and public speaking, make him an ideal mentor and team member of the Loan Atlas faculty. Ryan GrantSince starting in the mortgage industry in 2005, Ryan Grant has helped many homeowners maximize their investments to reach new levels of financial success with his “advisor-for-life” mentality. Ryan is passionate about transforming the mortgage industry toward assisting families to build generational wealth while helping other mortgage professionals do the same for their own clients.Craig StrentWith 25 years of experience as a dynamic and influential leader in the mortgage industry, Craig is passionate about networking, business development, and mentoring the next generation of mortgage professionals looking to make their mark in the industry and become the influential leaders and industry giants they are destined to be. CHECK OUT THE LOAN ATLAS: https://www.theloanatlas.com/ PERFORMANCE EXPERTS' COACHING PROGRAMS✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)

Tim Braheem Interviews Dave GallegosDave Gallegos is the President of Zenith Home Loans and has been in the mortgage business since 1997. His experience in how to navigate difficult market cycles through the execution of specific disciples is why he was a successful originator and is now terrific leader.YOU WILL LEARN ABOUT:The specific daily disciplines that you need to be focusing on right now. Strategies on how to meet new Real Estate Agents.The importance of accountability and specific strategies on how to create it. Why most marketing strategies don't work.The importance of identifying your "Why".WHO IS DAVE GALLEGOS?Dave is the president of Zenith Home Loans. He's passionate about helping people achieve success in their personal and professional lives, growing our team, and monitoring the execution of what we call our OTUBNS® System, our “world-class” operating method. This ensures their sales people can always count on FAST flawless closings, allowing them to easily grow repeat and referral business. It also produces world-class customer service and a loyal following of Realtors® and past clients.THE LOAN ATLAS WAITLIST: https://www.theloanatlas.com/ To learn more about Dave Gallegos https://zenithhomeloans.com/ PERFORMANCE EXPERTS' COACHING PROGRAMS✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Michael ReganSince 2010, Michael Regan has focused solely on Business Development as a loan originator. His persistent and consistent plan for developing relationships with Real Estate Agents and Marketing to his client database have made him a superstar originator. Now he is mastering the Social Media Game as well.YOU WILL LEARN ABOUT:Specific strategies on how to get in front of Top Real Estate Agents. Why knowing the data is key to Realtor Success. How to market to agents in a manner that keeps their interest. How to build your social media presence by being yourself. Why having a specific database nurturing strategy is so key right now.WHO IS MICHAEL REGAN?Michael Regan is a loan originator based in northern California. He and his wife, Patricia work together in a harmonious balance each playing to their strengths within the industry to achieve greatness for their business. Michael shares, "I find most of my clients feel scared, nervous, and insecure about their financial plan and choosing which mortgage is right for them. How I'm different is, after meeting with me, I want clients to feel safe, secure, and comfortable, and know that they've made the best choice and that they're on the right path to meet short and long term financial dreams and goals."Check out Michael's Instagram Accounthttps://www.instagram.com/themichaelregan/ THE LOAN ATLAS WAITLIST: https://www.theloanatlas.com/ PERFORMANCE EXPERTS' COACHING PROGRAMS✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Chris Ledlie Chris Ledlie has lead hundreds of originators during his 21 year career in the Mortgage industry. But unlike many leaders who lead with fear, Chris leads with two powerful weapons; his presence and his heart. In this conversation, Chris will break down how he's leading a large staff of originators in today's difficult market and the mindset that he is instilling in his people. YOU WILL LEARN ABOUT: The specific daily disciplines that are required to be successful right now. The importance of being intentional with your thoughts and the content you are taking in during these challenging times. The importance of clearly defining new metrics for success in today's market. What you should be looking for if you're being recruited and have an interest in changing companies. The importance of presence in our business and our lives. WHO IS CHRIS LEDLIE? Chris is a passionate family man -- he, his wife Kari, and their children frequently visit Chris' home state, Texas as well as Arizona to visit Kari's family. At NEO Home Loans, Chris' goal is to help change the mortgage industry from the transactional, interest-rate focused shape it has now. Rather, Chris says, "At NEO, I advise my clients and guide them through one of the biggest decisions of their life. If I'm doing my job right, closing the loan will only be the start of our relationship." People are the guiding principle behind everything Chris does. Whether it's his team, clients, mentees, or family. His goal is to help all those around him live the best life that they can, and to look past whatever might hold them back. Check out Chris' Instagram Accounthttps://www.instagram.com/chrisledlie/ PERFORMANCE EXPERTS' COACHING PROGRAMS ✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com ✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com ✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Sean Herrero Sean Herrero brings a fresh perspective to mortgages with his 19 years of experience, understanding that every home buyer is unique, just like their lifestyles. A lover of the ocean, free-diving, and rock climbing, Sean knows life is for living to the fullest. He applies this same philosophy to his work, helping his clients find a mortgage that fits not just their financial goals but their personal aspirations, too. From Bank Of America account executive to funding over $60 million in production in only seven years. YOU WILL LEARN ABOUT: How to deliver presentations to help solve clients' and partners' problems. How to overcome any fear of public speaking and the fundamental strategies. How speaking to a group of 150 realtors is the same thing as having a one-on-one conversation with a borrower. The best conversations to have with clients, how to utilize MBS Highway and how to present the Mortgage Coach Spreadsheet at point of sale. How to take your agenda out of the equation and focus on serving your current, past and future clients. WHO IS SEAN HERRERO? Sean Herrero is a mortgage expert with 19 years of experience who believes in tailoring home loans to fit individual lifestyles. Passionate about the ocean and adventure, he understands that everyone's vision for their life and home is unique. His approach, "Home Loans for Your Lifestyle," focuses on aligning mortgages with his clients' short-term and long-term goals beyond just the financial aspects. Check out Sean's Website: https://crosscountrymortgage.com/Danville-CA-8044/Sean-Herrero/ Check out Sean's Instagram Accounthttps://www.instagram.com/adventurelender/ PERFORMANCE EXPERTS' COACHING PROGRAMS ✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com ✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com ✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Barbara Schreihans Barbara Schreihans (pronounced ShREE- hands) is the Founder and CEO of Your Tax Coach, the Creator of the Write Off Your Life™ Course, and voice behind the Life-Changing Money podcast. She specializes in working with Mortgage and Real Estate Professionals on tax and investment strategies to build wealth. YOU WILL LEARN ABOUT: Seven "Pro Tips" on how to save money on taxes and position yourself to bring more money to your bottom line. Why having an LLC often results in your leaving money on the table. How to take full advantage of home office expenses. The importance of understand tax laws relating your your retirement accounts where money is often left on the table. The importance of tax planning throughout the year so you understand your numbers and can make wise business choices WHO IS BARBARA SCHREIHANS?Barbara is a kickass tax strategist, business coach and all-around master when it comes to wealth and finances. Barbara aids business owners and high net-worth individuals in saving tens of millions of dollars in taxes while also growing their profits. When she's not leading her team, coaching clients or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family and traveling the world. Check out Barbara's Website: https://www.yourtaxcoach.com/ Barbara's Podcast, Life Changing Money Podcasthttps://podcasts.apple.com/us/podcast/life-changing-money-with-barbara-schreihans/id1624991716 PERFORMANCE EXPERTS' COACHING PROGRAMS ✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com ✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com ✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Ben Greenfield Ben Greenfield is a health consultant, speaker, and New York Times bestselling author of a wide variety of books including the widely popular titles Beyond Training and Boundless. A former bodybuilder, 13-time Ironman triathlete and professional obstacle course racer, Ben has been voted by the NSCA as America's top Personal Trainer and by Greatist as one of the top 100 Most Influential People In Health And Fitness. YOU WILL LEARN ABOUT: Why working out with too much intensity can shorten your life span. The optimal diet plan to support longevity. Hacks to make sure that you sleep better and extend your life. Why sugar and not fat is what you need to watch out for. The reason that you need to embrace your weird side. WHO IS BEN GREENFIELD? Ben's mission is to serve those who, like himself, desire to live life to the fullest, experience deep meaning, purpose, happiness, fulfillment, and connection, explore and enjoy every nook and cranny of God's great creation, and discover how to achieve full optimization of mind, body, and spirit with boundless energy. Ben lives in the Inland Northwest with his wife, Jessa, and twin sons, River and Terran, where he exercises, fiction, guitar, ukulele, spearfishing, bowhunting, pickle-ball, plant foraging, cooking and savoring all of God's creation. Check out Ben's Website: https://bengreenfieldlife.com/ PERFORMANCE EXPERTS' COACHING PROGRAMS ✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com ✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com ✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Phil Treadwell Phil Treadwell is a 19 year Mortgage Industry veteran, speaker, mindset coach and the host of the Mortgage Marketing Expert Podcast. In this episode, Tim sits down with Phil to discuss the mindset necessary to thrive in today's mortgage market, marketing philosophies that are critical to understand in order to have success and the common denominators of successful originators. YOU WILL LEARN ABOUT: The need for finding the balance between Trust and Attention in your marketing. Why the only important definition of value is the definition of your target market. Why failure is a critical part of the process of growth. Why trusting yourself generates momentum and how to build it. The common denominators of successful originators. WHO IS PHIL TREADWELL Phil Treadwell is an entrepreneur with 19 years in mortgage and real estate. He's a national speaker, podcaster, and founder of M1 Academy. Phil's "Mortgage Marketing Expert" podcast consistently ranks in Apple Podcasts' Top 200 for Business Marketing and is recognized as a top podcast in the industry. He has guested on over 100 shows and has been recognized by National Mortgage Professional magazine and Yahoo! Finance for his contributions to the industry. Link to purchase Common Choices of Uncommon People : Going from Ordinary to Extraordinary with a Single Choice https://www.amazon.com/Common-Choices-Uncommon-People-Extraordinary/dp/1432750518 PERFORMANCE EXPERTS' COACHING PROGRAMS ✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com ✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com ✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Mark Robertson Mark is a founder and co-creator with NEO Home Loans and Triibe coaching. Mark has been in the mortgage business for 20 years as an originator and Leader. In this conversation with Tim, Mark shares in depth what he is doing right now to reconnect with his Realtors and his past client database and how he is using gratitude to create a decisive edge in today's market. YOU WILL LEARN ABOUT: Scripts to use when calling your database. What to say and how to say it when calling Realtors. How Mark has managed to overcome his tendency to say yes to too many things. The Secret to Mark's Bullet Proof Buyer Program. How he and his team train each other using a concept he developed called Game Film. WHO IS MARK ROBERTSON Mark, hailing from the tight-knit community of Tilton, IL, developed a strong work ethic and moral compass thanks to his parents. After studying science and business management, he honed his customer service skills at Walt Disney World, even escorting celebrities. Transitioning to Los Angeles, he initially appraised real estate while pursuing acting and modeling. In 2003, Mark found his calling in the mortgage industry, serving as an in-house lender in Del Mar.With deep roots in San Diego, Mark values family time with his wife and two children. Weekends often involve home improvement projects and camping adventures. His passions include snowboarding, grilling, fine wine, and dancing to live music. THE 360 Post-Episode Coaching https://www.performance-experts.com/offers/oqmz2J9i/checkout PERFORMANCE EXPERTS' COACHING PROGRAMS ✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com ✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com ✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Robert Breedlove In this episode, Tim sits down with Robert Breedlove. Robert is a freedom maximalist, ex-hedge fund manager, and philosopher in the Bitcoin space. To him, Bitcoin is fundamentally a humanitarian movement exposing the greatest con in human history: central banking. YOU WILL LEARN ABOUT: Where the value of the dollar is likely headed and what it means for you. How money has since the beginning of time impacted all facets of human development. Why inflation is literally legalized fraud. What you need to do to protect your wealth and freedom. What Bitcoin is and why it's the most perfect form of money that the world has ever seen. WHO IS ROBERT BREEDLOVE Robert Breedlove is a legend in the Crytpo Currency World. He is a former hedge fund manager and CPA and is now one of the most recognizable figures globally as it relates to Bitcoin. In this episode Tim sits down with Robert to discuss the all important question: What is Money and why Bitcoin. This episode guarantees to expand your knowledge on perhaps the single most important topic in human history. The topic of money. Links to Publications and Resources Discussed in the Episode: Fiat Money Inflation in France https://mises.org/library/fiat-money-inflation-france?gclid=Cj0KCQjw0bunBhD9ARIsAAZl0E2o3ARYhklcw5R_A1A9Gp9oX2G4I984Rew5j1uqq0KR8hTnV3J0D_QaAmoGEALw_wcB Link to download Honest Money https://cdn.mises.org/Honest%20Money%20second%20edition%202015.pdf WTF Happened in 1971? https://wtfhappenedin1971.com/ THE 360 Post-Episode Coaching https://www.performance-experts.com/offers/oqmz2J9i/checkout PERFORMANCE EXPERTS' COACHING PROGRAMS ✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com ✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com ✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Marc Bui In this episode, Tim connects with long time client, friend, and influencer, Marc Bui. Marc is not only a great loan originator in Orange County, California, but he is also taking the mortgage space on Instagram by storm. His clever parodies and on-the-go style make him a great asset for consumers and originators alike. YOU WILL LEARN ABOUT: How Marc overcame his fear of speaking in front of a camera to build a social media juggernaut. The importance of creating a hook. How Marc sources content for his reels. The difference between long form and short form content. Why having an active social media page has numerous ancillary benefits. Why he feels Youtube is the next area to invest in. WHO IS MARC BUI Marc Bui is a loan originator, whose focus is on social media marketing and growing his sphere of influence in mortgage lending. Marc has amassed over 75,000 instagram followers in an 18 month period of time. In this episodes, Tim and Marc break down the keys to creating informative and viral content in today's social media landscape. THE 360 Post-Episode Coaching https://www.performance-experts.com/offers/oqmz2J9i/checkout PERFORMANCE EXPERTS' COACHING PROGRAMS ✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com ✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com ✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Carl White In this episode Tim sits down with Carl White. Carl is a mortgage marketing expert and the CEO of Mortgage Marketing Animals. He is also a branch manager of a successful mortgage branch and the host of The Loan Officer Freedom podcast. He has been teaching marketing to Loan Originators for well over a decade and has helped many originators gain a competitive edge in the market place. In this conversation, he and Tim break down Carl's formula for database marketing and marketing to Realtors. YOU WILL LEARN ABOUT: Carl's four step formula for calling your database. The great misunderstanding about social media marketing and why we are spending too much time in this area. The frequency by which you should be connecting with your database annually. Why the key to marketing is knowing your numbers. The importance of your message being authentic. WHO IS CARL WHITE Carl has won multiple National Production and Marketing awards as a Branch Manager, and his branch's team of over 60 LOs closes more than 700 loans a month. He's also the host of Loan Officer Freedom and the owner of Mortgage Marketing Animals. BOOKS MENTIONED How to Sell Anything to Anybody https://a.co/d/aqfEpJO THE 360 Post-Episode Coachinghttps://www.performance-experts.com/offers/oqmz2J9i/checkout PERFORMANCE EXPERTS' COACHING PROGRAMS ✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com ✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com ✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Ron Hulnick In this episode Tim sits down with his former professor and spiritual guide, Dr. Ron Hulnick. Ron is a co-founder of The University of Santa Monica (USM) where he instructs students in Spiritual Psychology. This episode combines the insights and information provided by Ron with a guided breakdown by Tim having studied these concepts extensively over his three year period at USM. YOU WILL LEARN ABOUT: 1. How to understand the ego's relationship with upset, negativity, and disruption. 2. The difference between the ego and the soul. 3. How Tim and Ron suggest finding ourselves in moments of upset or anger. 4. How to know when it is time to let go of a person, experience, or thing that is no longer serving you. 5. Why it is important to listen to our "higher self" when it comes to asking why we are here and what we are meant to do. WHO IS RON HULNICK Dr. H. Ron Hulnick, a globally recognized leader in Spiritual Psychology, co-founded and co-directs the University of Santa Monica (USM) alongside his wife, Dr. Mary R. Hulnick. Together, they've created a transformative and experiential curriculum in Spiritual Psychology. Since 1983, Ron has also served as USM's President, offering strategic direction and leadership in finance, fundraising, and new business. He co-authored "Loyalty to Your Soul: The Heart of Spiritual Psychology" with Mary in 2011. The book, translated into eight languages and released as an audiobook, forms the basis of their online courses. Their course "33 Days of Awakening" was a hit, inspiring their latest book, "Remembering the Light Within: A Course in Soul-Centered Living" (2017). As a retired Marriage and Family Therapist with over 30 years of private practice, Ron holds a Ph.D. in Counseling and Education and an M.A. in Clinical Psychology. His exceptional teaching style has not only transformed the lives of his students but also extends to a broader online audience. BOOKS MENTIONED The Little Soul and the Sun https://www.amazon.com/Little-Soul-Neale-Donald-Walsch/dp/1571740872 Loyalty to Your Soul: The Heart of Spiritual Psychologyhttps://a.co/d/6vjcgvK A Course in Miracleshttps://a.co/d/gPJ4Ck2 The Untethered Soulhttps://a.co/d/1m8REze Becoming Supernaturalhttps://a.co/d/8I55vfg Breaking the Habit of Being Yourself https://a.co/d/8I55vfg THE 360 Post-Episode Coachinghttps://www.performance-experts.com/offers/oqmz2J9i/checkout PERFORMANCE EXPERTS' COACHING PROGRAMS ✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com ✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com ✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Steve Grossman In this episode, Tim sits down with Steve Grossman. Steve is a legendary top producer at NJ Lenders in New Jersey. In addition to continuing to produce loans, Steve is in charge of strategic marketing and business development for the company, by which he is also an owner. Steve is masterful at database management, networking and relationship development, which is how he has amassed so much success. In this conversation with Tim, they explore a variety of areas where originators will need to be focused going forward in order to thrive. YOU WILL LEARN ABOUT: 1. The keys to branded marketing to your sphere of influence. 2. How Steve develops relationships that generate enough referrals for him to have funded over 2.5 billion in personal production. 3. The types of gifts that do and don't work in creating reciprocity. 4. Why knowing what you don't do well will lead you to better understanding what you do do well. 5. Where to find valuable data on your clients that you can use to serve them and grow your production. WHO IS STEVE GROSSMAN Steven Grossman is the Chief Strategic Officer of NJ Lenders Corp. in New Jersey. He has been originating residential mortgages since 1991 and joined NJ Lenders Corp. in 1994. As a managing partner, Steve has personally funded over $3 billion in residential loans. He is recognized as one of the "Top Loan Originators in America" by various industry publications. Steve oversees various departments at NJ Lenders Corp., including MLOs, recruitment, operations, capital markets, Consumer Direct, and marketing. He also leads a capital market mastermind group and serves as a business coach. Steve actively participates in advisory boards for Own Up, Top of Mind, and Homebinder. Additionally, he is a trustee for the Youth Consultation Services and a founding member of a nonprofit supporting families in Costa Rica. THE 360 Post-Episode Coachinghttps://www.performance-experts.com/offers/oqmz2J9i/checkout PERFORMANCE EXPERTS' COACHING PROGRAMS ✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com ✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com ✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews René Rodriguez In this episode Tim sits down with an old friend, René Rodriguez. René is one of the most influential teachers in the mortgage space, combining the wisdom of being a master presenter with his understanding of brain science, influence and connection. This episode is packed with massive value for your business and your life. YOU WILL LEARN ABOUT: 1. How communicate at a level that will influence your audience.2. How our thoughts have a dramatic impact on our success.3. Why defining your purpose is critical in your business life.4. The super power that is empathy and why you need to cultivate it.5. How the art of contemplation will impact your growth.6. Why telling your story changes the game.WHO IS RENÉ RODRIGUEZ Considered by many as the leading authority on leadership and influence, René Rodriguez is a best-selling author, keynote speaker, leadership advisor, and transformational speaker coach. For the last 27 years, René has been researching and applying behavioral neuroscience to solve some of the toughest challenges in leadership, sales, and change. As an entrepreneur and CEO of multiple companies, René integrates a practical business approach that inspires his audiences to take action. Through his keynote, boot camps, workshops and proprietary AMPLIFII™ course, he helps us own our backstory to build the frame for not only our unique value propositions but also a beautiful picture of life. His audiences describe him as "powerful", "thought-provoking", and "authentic". They say things like, "you could hear a pin drop as everyone was so captivated." The result: greater influence, personal transformation, and immediate results in business and life by engaging with courage and grace. He is the author of WSJ Best Selling Book, Amplify Your Influence, which was selected as a Best Business Book 2022 by Summary.com. René has also shared the stage with Ed Mylett, Tony Robbins, Jon Gordon, Gary Vaynerchuk, Ryan Holiday, and many more. THE 360 Post-Episode Coachinghttps://www.performance-experts.com/offers/oqmz2J9i/checkout PERFORMANCE EXPERTS' COACHING PROGRAMS ✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com ✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com ✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Eric Bibel In this episode, Tim sits down with Eric Bibel one of the top originators in the United States. His approach with building realtor relationships and social media strategies have been two huge keys to his success. Perhaps nothing has helped him in his business more than his positive mindset and his ability to reign in the inner skeptic, a skill that many of us can afford to learn more about. YOU WILL LEARN ABOUT: 1. How Eric is creating inventory in a high rate environment for his realtors. 2. The importance of consistency in your social media marketing plan. 3. Why rate is not the sell in today's market. 4. How he has used his morning routine to positively impact his business success.5. What to say in today's market to every agent you've worked with in the past 24 months. 6. The power of gratitude and its effects on his business.WHO IS ERIC BIBELEric Bibel is a Branch Manager and the leader of The Bibel Team at NEO Home Loans in Encinitas, California. After migrating from insurance to the mortgage industry, Eric was fortunate enough to work on the team of Danny Horanyi. Since then, he has continued on his amazing growth path and is in the top 1% or all originators in the United States. In addition to his work as an originator, Eric is a proud husband and father of three. THE 360 Post-Episode Coachinghttps://www.performance-experts.com/offers/oqmz2J9i/checkout PERFORMANCE EXPERTS' COACHING PROGRAMS ✔ Learn About the Leadership360 Signature Program http://leadership360now.com ✔ GET A FREE Priave MORTGAGE COACHING Strategy Session: http://www.MortgageCoachingNow.com ✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER) https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Mike Stoddart In this episode, Tm Braheem sits down with long-time mortgage leader Mike Stoddart, currently the president of Luminate Home Loans. Mike has been in the mortgage business for over thirty years and brings a wealth of wisdom and experience to this conversation for mortgage originators and business owners to learn from. YOU WILL LEARN ABOUT: 1. How to use your database as a conduit for future business. 2. The importance of redefining success in today's market. 3. How to ask for referrals properly 4. How being the "Connector" will massively impact your business in a positive way. 5. The essence of how Mike effectively manages his time. 6. How assumptions are a setup for failure in relationships in our business and lifeWHO IS MIKE STODDARTMike Stoddart is a seasoned leader with over 32 years of experience in the Mortgage space. He is currently the President of Luminate Home Loans, headquartered in Minneapolis, Minnesota. Mike's exceptional ability to analyze market trends, spot unique opportunities, and execute effective strategies elevate the company and its team. PERFORMANCE EXPERTS' COACHING PROGRAMS✔ THE 360 Post-Episode Coaching - FREE ACCESShttps://www.performance-experts.com/offers/oqmz2J9i/checkout✔ LEARN ABOUT | Leadership360 Signature Programhttp://leadership360now.com ✔ FREE MORTGAGE COACHING Strategy Sessionhttp://www.MortgageCoachingNow.com✔ REFERRAL PARTNER SUCCESS SYSTEM ($499 DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Chris Chudacoff In this episode, Tim Braheem sits down with a long-time friend and the person responsible for getting him into the mortgage business, Chris Chudacoff. Chris brings over 30 years of mortgage business expertise to this deep and valuable conversation on what he is doing to succeed as an originator. YOU WILL LEARN The importance of using your database to create an annuity business. Why it's important to go deeper with fewer clients and referral partners to grow your business. How to create alternative sources of the referral partner business. How to gather critical information on your clients so you can market to them more effectively. What Chris is doing right now to win in today's mortgage market. The importance of inserting yourself in networking circles. WHO IS CHRIS CHUDACOFFChris Chudacoff is the founder of True Point Lending, a seasoned mortgage professional with over 30 years of experience in the industry. Throughout his career, he has held various positions, including owner of his own mortgage brokerage company, sales manager, and senior VP of business development for national mortgage companies. He has returned to his roots as a successful loan originator, bringing unique perspectives on networking, client management, and creating referral sources. His passion lies in proactively guiding his clients through the mortgage maze, helping them understand the best mortgage option for their needs, goals, and financial success. PERFORMANCE EXPERTS' COACHING PROGRAMS✔ THE 360 Post-Episode Coaching - FREE ACCESShttps://www.performance-experts.com/offers/oqmz2J9i/checkout✔ LEARN ABOUT | Leadership360 Signature Programhttp://leadership360now.com ✔ FREE MORTGAGE COACHING Strategy Sessionhttp://www.MortgageCoachingNow.com✔ REFERRAL PARTNER SUCCESS SYSTEM ($499 DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews David Allen In this episode, Tim Braheem sits down with internationally recognized expert David Allen, author of "Getting Things Done: The Art of Stress-Free Time Management." David shares the necessity of a system for managing time and tasks in one's personal and professional life, which leads to greater mental and emotional freedom, deeper relaxation, and reduced stress. YOU WILL LEARN1. Why it's important to form a habit to get things done.2. Why it's critical to utilize a system rather than relying on your brain3. The power of weekly reviews and breaking larger tasks into subtasks4. About productivity misconceptions that limit success5. How to clarify your desired outcome before taking action6. Why the brain is a horible organization tool7. How to always follow through on your commitments WHO IS DAVID ALLENDavid Allen is the New York Times Best-Selling Author of Getting Things Done: The Art of Stress-Free Productivity. He established the David Allen Company, a firm that specializes in management consulting, coaching, and training services to enhance productivity, leadership, and work-life balance. David is widely recognized as the world's leading authority on personal and organizational productivity. He has been featured in numerous media outlets and listed in Forbes Magazine as one of the top executive coaches in the world. PERFORMANCE EXPERTS' COACHING PROGRAMS✔ THE 360 Post-Episode Coaching - FREE ACCESShttps://www.performance-experts.com/offers/oqmz2J9i/checkout✔ LEARN ABOUT | Leadership360 Signature Programhttp://leadership360now.com ✔ FREE MORTGAGE COACHING Strategy Sessionhttp://www.MortgageCoachingNow.com✔ REFERRAL PARTNER SUCCESS SYSTEM ($499 DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

In this episode, Tim Braheem sits down with Mega-Producer and Leader Kelly Marsh of Cornerstone Mortgage. Kelly candidly shares her struggles with a significant drop in volume for 2022, how it negatively affected her team, and impacted her mindset. Determined to thrive in 2023, Kelly shares how she resolved those issues, re-engineered her business, shifted her mindset and created an action plan centered around powerfully connecting and serving her Realtors and past Clients. YOU WILL LEARN - The Successful Lunch & Learn Strategy to Attract Realtors - Why the Right Mindset is Critical - How to Best Nurture and Generate Business from Past Clients - Importance of One-on-One in Managing Staff - Why Gratitude is a Critical Component to SuccessWHO IS KELLY MARSH Kelly has more than 25 years of experience in the mortgage industry. Kelly has been recognized annually by Scotsman Guide for Most Closed Loans, Top Purchase and Refinance Volume, and Top Dollar Volume. Her industry experience and vast knowledge has been featured in the Santa Barbara News-Press, Santa Barbara Independent, the trade journal Origination News, and other publications. Additionally, Kelly regularly facilitates seminars for real estate professionals.PERFORMANCE EXPERTS' COACHING PROGRAMS✔ THE 360 Post-Episode Coaching - FREE ACCESS https://www.performance-experts.com/offers/oqmz2J9i/checkout✔ LEARN ABOUT | Leadership360 Signature Programhttp://leadership360now.com ✔ FREE MORTGAGE COACHING Strategy Sessionhttp://www.MortgageCoachingNow.com✔ REFERRAL PARTNER SUCCESS SYSTEM ($499 DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer

Tim Braheem Interviews Dave Savage In this episode, Tim sits down with long time friend, mortgage industry icon and entrepreneur Dave Savage. This conversation is a deep dive into marketing, mindset, the key technological mediums and tools that are essential to being successful in today's post COVID world. YOU WILL LEARN ABOUT 1. Why creativity is the essential power tool in today's market2. The importance of curiosity for growing your business3. Why making the customer the hero in your marketing matters4. Why the combination of high tech & high touch is critical5. The marketing framework of "Think, Feel, Do"6. The importance of having a likeability factor How to create valuable content in today's market WHO IS DAVE SAVAGEFounder of Mortgage Coach, has over twenty-eight years of experience as a mortgage executive, business leader, and mobile technology pioneer. By launching Mortgage Coach, Dave has helped tens of thousands of loan officers and millions of homeowners make confident, informed, mortgage decisions THE 360 Post-Episode Coaching -> Free Access PERFORMANCE EXPERTS' COACHING PROGRAMS >>> Learn About the Leadership360 Signature Programhttp://leadership360now.com >>> GET A FREE Priave MORTGAGE COACHING Strategy Session: http://www.MortgageCoachingNow.com >>>REFERRAL PARTNER SUCCESS SYSTEM ($499 DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer