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The following guest sits down with host Justin White:• Brandon Brotsky – Co-founder and Co-owner, Reach Home LoansCommit to Creating Content to Grow Your Brand and Your BusinessThere's no better way to get in front of clients and referral partners than by making sure they see you as often as possible. Why should mortgage loan originators commit to creating video content? Listen to Episode #96 of Good. Better. Broker. to find strategies for creating videos that will turn you into someone who borrowers and real estate agents want to work with.In this episode of the Good. Better. Broker. podcast, you'll learn how to enhance your brand through a consistent commitment to content creation.In this episode, we discuss ...• 1:32 – How Brandon's brand helps differentiate him from others• 2:48 – The decision to focus on video content for social media• 5:12 – How Brandon got comfortable in front of the camera• 6:20 – How Brandon generates ideas for his videos• 8:20 – How AI influences Brandon's content• 9:46 – Repurposing content ideas• 11:00 – Ways Brandon hooks his audience• 12:15 – Brandon's best-performing video concept• 13:57 – How to balance originating vs. creating content• 17:36 – Long-term content• 20:24 – How social media content helps Brandon help his agents• 22:18 – Brandon's future plans for contentShow Contributors:Brandon BrotskyConnect on LinkedInConnect on FacebookConnect on InstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Craig Snell – VP of Sales, Milestone Mortgage SolutionsUsing an Education-Based Approach to Build Loyalty With Borrowers and AgentsSpending 45 minutes to an hour on an initial client call is a commitment, but if done properly, the return can be well worth the time. Why should mortgage brokers take an education-based approach with clients and referral partners? Listen to Episode #95 of Good. Better. Broker. to find out how the top-brokered LO in Massachusetts has won over borrowers and referral partners by advising instead of selling.In this episode of the Good. Better. Broker. podcast, you'll learn why taking the time to educate clients is a surefire way to not lose deals.In this episode, we discuss ...• 1:32 – why education became Craig's strategy• 3:14 – why Craig tells clients how he gets paid• 4:10 – how Craig avoids sounding like a salesperson• 5:34 – how Craig educates clients without overwhelming them• 7:27 – asking questions and explaining why you're asking them• 9:31 – telling clients about all their options and the best option• 10:29 – how to stop problems before they pop up• 11:29 – the impact of spending more time with clients on a first call• 15:26 – how relationships have helped Craig's production• 17:51 – how Craig's experience as a firefighter and paramedic helps him nowShow Contributors:Craig SnellConnect on LinkedInConnect on FacebookConnect on InstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guests sit down with host Justin White:• Jalen Scott – Mortgage Broker, Belong Lending• Grace Mulcahy – Realtor®, @PropertiesTeaming Up With a Real Estate Agent to Become Top of Funnel With ClientsInstead of asking a real estate agent for referrals, imagine going to initial client meetings with them. How can mortgage loan originators partner with agents to build stronger relationships with borrowers and do more loans? Listen to Episode #94 of Good. Better. Broker. as we sit down with a mortgage broker and a Realtor® to find out how they complement each other and why they present themselves as a package deal.In this episode of the Good. Better. Broker. podcast, you'll learn how to win over real estate agents and get more face time with borrowers.In this episode, we discuss ...• 1:51 – the partnership between Jalen and Grace• 2:40 – what most lenders do when they approach Grace for business• 4:43 – how Jalen determines which real estate agents he wants to work with• 5:33 – what Grace looks for in her lending partners• 6:33 – educating clients• 7:34 – why Jalen and Grace started going to initial client meetings together• 9:10 – the importance of synergy between a broker and an agent with client interactions• 11:29 – how being a package deal helps Jalen and Grace work with more clients• 13:47 – bringing ideas to agents to help them get more business• 15:55 – why real estate agents prioritize availability from their lenders• 17:35 – how Jalen came through for Grace on a weekend• 19:00 – how Grace has helped Jalen become a better LO• 21:15 – why an agent-broker partnership helps with beating other offersShow Contributors:Jalen ScottConnect with Jalen on LinkedInConnect with Jalen on FacebookConnect with Jalen on InstagramGrace MulcahyConnect with Grace on FacebookConnect with Grace on InstagramConnect with Grace on TikTokAbout the Host:Justin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Keith Richardson – President, Coast 2 Coast Mortgage LendingLoan Originators are Looking for Tech, Leads, and Retention Tools – but That's Not AllAs mortgage brokerages look to hire and retain talented loan originators, broker-owners are asking themselves an important question: what do LOs want from the company where they hang their license? Listen to episode #93 of Good. Better. Broker. as we sit down with the president of a mortgage company that closed over $1B in loan volume in 2024. He'll explain how their support-focused approach has fueled production and retention.In this episode of the Good. Better. Broker. podcast, you'll find out why prioritizing LO support helps mortgage brokers keep talented loan originators.In this episode, we discuss ...• 1:41 – how Keith keeps talented loan originators• 2:15 – how Keith's experience outside mortgage helped shape his leadership style• 2:47 – what Keith does to help his LOs solve the revenue riddle• 3:23 – what Keith does to make sure his LOs feel taken care of• 4:01 – the biggest needs of LOs in today's mortgage landscape• 4:46 – how Keith provides happiness through operations• 5:50 – why a faster and easier process matters for LOs• 6:29 – why Keith gets back to all of his LOs within an hour• 7:21 – how Keith has come to have an empathetic approach• 8:28 – supporting LOs while also holding people accountable• 9:51 – why Keith tells recruits their best reference is current LOs at the company• 10:35 – feedback from Keith's LOs on why they stay with the company• 11:47 – Keith's advice for other brokers on keeping top talentShow Contributors:Keith RichardsonConnect on LinkedInConnect on FacebookConnect on InstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Haley McGovern – Loan Officer, CMS Mortgage SolutionsEvery Borrower and Agent You Interact With Could Be the One That Changes Your CareerThere's no way to know when a major opportunity will present itself – but you can be ready for it. Haley McGovern was, and now she has referrals coming in and people marketing on her behalf. How can loan originators come through for clients and referral partners when they're most in need? Listen to Episode 92 of Good. Better. Broker. to find out how Haley's consistent approach to service helped her secure relationships that produce multiple referrals.In this episode of the Good. Better. Broker. podcast, you'll find out why every mortgage loan originator is one connection away from a career breakthrough.In this episode, we discuss ...• 1:36 – what Haley did to set herself up for a career breakthrough• 2:26 – how Haley earned one of her biggest referral sources• 3:53 – how Haley helps real estate agents• 4:40 – how Haley earns referrals from agents• 5:15 – real estate agents marketing for Haley• 6:10 – what Haley does to impress listing agents• 7:24 – how Haley's office has contributed to her success• 8:57 – the importance of real relationships with agents• 10:09 – being patient when it comes to business referrals• 12:08 – why Haley feels comfortable being more aggressive to get business• 14:15 – how to be ready when a breakthrough opportunity arisesShow Contributors:Haley McGovernConnect on FacebookConnect onInstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guests sit down with host Justin White:• Michael Cain and Tracy Campagna – Mortgage Brokers, C2 FinancialBuild Relationships and Business by Engaging With Real Estate Agents on Social MediaWhen Michael Cain and Tracy Campagna moved to San Diego from Chicago, they didn't know anyone. Now, if you look at their social media, it looks like they know everyone. How did Michael and Tracy use Instagram to connect with real estate agents who consistently give them referrals? Listen to Episode #91 of Good. Better. Broker. as we find out the secrets to their successful social strategies.In this episode of the Good. Better. Broker. podcast, you'll learn how to build relationships with real estate agents through Instagram.In this episode, we discuss ...• 1:51 – the impact social media has had on Michael and Tracy's business• 2:41 – why Michael and Tracy chose to use social media as a business strategy• 4:28 – how Michael and Tracy came up with their Instagram handle• 6:23 – how Michael and Tracy attract real estate agents through social media• 7:35 – prospecting for real estate agents you may connect with• 9:57 – how Michael and Tracy complement each other• 11:53 – why Instagram is Michael and Tracy's preferred social platform• 12:31 – determining content for posts vs. stories• 14:39 – getting engagement from followers• 16:16 – why Michael and Tracy decided to hire a social media manager• 17:02 – getting leads from Instagram• 18:29 – connecting with people online vs. in-person• 20:06 – finding common ground with real estate agents• 21:11 – making social media a priorityShow Contributors:Michael Cain and Tracy CampagnaConnect with Michael on LinkedInConnect with Tracy on LinkedInConnect on FacebookConnect on InstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Carrie Gusmus – President and CEO, Aslan Home LendingThere's a Difference Between Being a Top Producer and a Productive OriginatorCarrie Gusmus admits she probably spends more time individually developing her LOs than most mortgage brokers. Its part of her mission to bring out the greatness in everyone. How can brokers develop loan originators who are productive and happy? Listen to Episode 90 of Good. Better. Broker. to find out how Carrie sets her people up to have a fulfilling career and life.In this episode of the Good. Better. Broker. podcast, you'll learn how to train and develop originators no matter their level of experience.In this episode, we discuss ...• 1:31 – Carrie's methods for developing productive originators• 2:28 – hiring people with no previous mortgage experience• 4:22 – Carrie's training and coaching model• 7:07 – authenticity as a salesperson• 7:55 – loan originators overcomplicating things• 9:28 – why Carrie tweaks her training program• 11:05 – recruiting originators who fit the company• 13:18 – why you don't have to be a top producer to be productive• 15:37 – bringing greatness out of originators• 17:37 – coaching people up or coaching them out• 19:51 – Carrie's advice on developing productive LOsResources mentioned in this episode:Success TrackShow Contributors:Carrie GusmusConnect on LinkedInConnect on FacebookConnect onInstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Eric Katz – President, Independence Home LoansYou can't always win a deal in the first minute and a half of a sales call, but you can certainly lose it. How can mortgage loan originators set themselves up for success on the phone? Listen to episode 89 of Good. Better. Broker. as we sit down with a mortgage broker who reveals a sales philosophy that helped his company bring in almost $1 billion in loans last year.In this episode of the Good. Better. Broker. podcast, you'll learn strategies for nailing the first 90 seconds of a sales call.In this episode, we discuss...• 1:32 – keys to Eric's success as a mortgage loan originator• 2:45 – how Eric trains his sales team• 3:47 – 3 keys to the beginning of a sales call• 5:19 – why the first 90 seconds of a sales call are crucial• 6:45 – starting calls the same way• 8:46 – building trust and understanding clients' needs• 10:14 – having the right mindset before getting on a call• 11:43 – the importance of having no distractions while on a call• 12:36 – learning and using sales scripts• 14:53 – how to disarm and differentiate• 16:28 – tracking data and call coaching• 19:21 – Eric's message to LOs on the first 90 seconds of a callShow Contributors:Eric KatzConnect on LinkedInConnect on FacebookConnect onInstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• David Kakish – Branch Manager, C2 FinancialDavid Kakish is part mortgage broker, part mad scientist. He tests out everything and then builds systems and processes around what works best. How did this strategy help David double his business? Listen to Episode 88 of Good. Better. Broker. to find out how he earns business without having to ask for it.In this episode of the Good. Better. Broker. podcast, you'll learn how a newer mortgage broker 2X'd his business by creating processes to impress real estate agents and borrowers.In this episode, we discuss...• 1:24 – David doubling his business in 2024• 2:08 – David's previous career as a pastor• 3:15 – systems and processes that have helped David succeed• 7:14 – testing out processes to see what's most effective• 8:49 – why David refers to loans as happy accidents• 12:23 – how David utilizes data and tracking leads• 14:52 – David's perspective on real estate agent relationships• 17:07 – testing out cold calls• 21:24 – how David attracts new real estate agents• 23:51 – David's advice for creating processes with people in mindResources mentioned in this episode:RETRShow Contributors:David KakishConnect on LinkedInConnect on FacebookConnect on InstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guests sit down with host Justin White:• Andi Numan, Swift Home Loans• Ian Twaddle, UMortgage• Ryan Proffitt, Future Home Loans• Jalen Scott, Belong Lending• Lauren Fisco, United American Mortgage Corp.Highlights From Our 5 Most Downloaded Episodes of 2024How to excel at refinances in any market. Chase relationships, not loans. Pounding the pavement as a sales activity. What it takes to grow as a first-year originator. How to make your past clients remember you. These were the topics we covered in our most popular episodes of the year. You'll hear something from each of those conversations on Good. Better. Broker'sBest of 2024.In this episode of the Good. Better. Broker. podcast, you'll hear interviews from our most downloaded episodes of 2024.In this episode, we discuss ...• 0:54 – Refinances with Andi Numan• 5:29 – Real estate relationships with Ian Twaddle• 9:35 – Successful sales activities with Ryan Proffitt• 13:51 – Growing and scaling as a newer LO with Jalen Scott• 18:13 – Creating a memorable client experience with Lauren FiscoShow Contributors:Andi NumanConnect on LinkedInConnect on FacebookConnect on InstagramIan TwaddleConnect on LinkedInConnect on FacebookConnect on InstagramRyan ProffittConnect on LinkedInConnect on FacebookConnect on InstagramJalen ScottConnect on LinkedInConnect on FacebookConnect on InstagramLauren FiscoConnect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guests sit down with host Justin White: • Michael Saleh and Henri Houmani, Zoom Home LendingKnowledge and an Ability to Present Options Are Key When Discussing Points With BorrowersIn an elevated rate environment, one of the most important skills a mortgage loan originator can have is being able to discuss discount points with borrowers. How can mortgage brokers educate their clients on whether they should buy points? Listen to Episode #86 of Good. Better. Broker. as we talk with two former top-producing retail LOs who are bringing their wisdom on discount points to the wholesale channel.In this episode of the Good. Better. Broker. podcast, you'll learn various strategies on how to sell discount points.In this episode, we discuss • 1:44 – the importance of being able to sell discount points • 3:21 – educating clients on discount points • 4:28 – how Henri and Michael learned selling discount points in retail • 6:16 – sales skills that help most when having conversations about points • 7:31 – the approach an LO should take when discussing discount points • 10:49 – the importance of being educated on the topic of discount points • 11:41 – the impact of home equity on discount points • 13:34 – providing options to borrowers • 14:49 – how to talk borrowers through paying for points • 16:31 – showing the borrower a visual of their options • 19:44 – how to approach borrowers differently based on how they learn • 22:41 – how to figure out how much savings makes sense to buy discount points • 24:13 – Henri and Michael's advice for other LOs on discount pointsShow Contributors:Michael SalehConnect on LinkedInConnect on InstagramHenri HoumaniConnect on LinkedInConnect on InstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media: • Facebook • LinkedIn • Instagram • Twitter • YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White• Lauren DuVall – Brokerowner, Guardian Core MortgageHow Being Unapologetically Yourself Wins Borrowers Over and Sets You Up for ReferralsMixing business with your personal life isn't for everybody, but it can be a differentiator in earning a client's trust. What can mortgage brokers do to personalize every interaction with a borrower? Listen to Episode #85 of Good. Better. Broker. as we talk with a mortgage broker who builds relationships by getting to know her clients and, just as importantly, letting her clients get to know her.In this episode of the Good. Better. Broker. podcast, you'll learn why being authentic and transparent with borrowers leads to repeat business and referrals.In this episode, we discuss• 1:28 – how Lauren personalizes interactions with her borrowers• 2:09 – how this approach helped Lauren to not have to pay for leads• 3:37 – Lauren's closing gift baskets• 4:29 – the point in the loan process when Lauren gets to know clients personally• 5:36 – how Lauren keeps track of her clients' personal details• 6:12 – handwritten notes• 6:51 – personalized Christmas ornaments• 8:29 – reaction from clients to a personalized gift• 9:06 – why Lauren allows clients to get to know her on a personal level• 10:37 – how transparency allows Lauren to set expectations with clients• 12:32 – Lauren's approach to social media content• 15:00 – how social media opens doors with real estate agents• 16:42 – how Lauren's approach helps her grow organically• 18:23 – advice for other mortgage brokers on social media contentResources mentioned in this episode:CapCutShow Contributor:Lauren DuVallConnect on LinkedInConnect on FacebookAbout the Host:Justin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Brett Moon – Vice President of Growth & Operations, FAM RealtyWhat Real Estate Agents Look for in Lending Partners and How Brokers Can Deliver for ThemIf you're trying to work with a top real estate company in your market, it's essential to offer them something different. How can mortgage brokers provide a unique value proposition to agents? Listen to Episode #84 of Good. Better. Broker. as we sit down with one of eXp® Realty's mega teams to understand how being in lockstep with their preferred lender fuels their business.In this episode of the Good. Better. Broker. podcast, you'll learn what top real estate companies want from their mortgage lenders.In this episode, we discuss ...• 1:42 – how FAM Realty has transitioned from buying leads to relying on technology• 3:33 – social media outreach tactics• 4:53 – the role inside sales agents play for Brett's company• 6:17 – how FAM Realty became a mega-team with eXp• 7:24 – focusing on what's best for clients vs. the bottom line• 8:40 – what lenders can do to add value to real estate agents• 10:34 – how Brett and his preferred lender stay in constant communication• 11:17 – why Brett's company works with wholesale lenders• 12:50 – how lenders can offer something unique to their real estate partners• 14:13 – how Brett's relationship with his preferred lender began• 15:55 – the importance of having similar values as your business partners• 18:08 – how other mortgage loan originators can attract top real estate companiesResources mentioned in this episode:FAM Realty GroupSlackShow Contributor:Brett MoonConnect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Kelly Belcher – Mortgage Loan Officer, Key Mortgage InkEverything Mortgage Loan Originators Need to Know About Getting Positive ReviewsFor any business or product, positive reviews can be a big boost to business. The opposite can also be true for negative reviews. How can mortgage brokers earn good reviews and avoid the bad ones? Listen to Episode #83 of Good. Better. Broker. as we talk with a 20+ year industry veteran who explains what she does to receive five-star reviews.In this episode of the Good. Better. Broker. podcast, you'll learn the how, why and when of asking borrowers for reviews.In this episode, we discuss ...• 2:13 – how Kelly goes about getting online reviews• 2:53 – how Kelly gets calls from borrowers who find her on Google®• 3:56 – Kelly's brand as the “Michigan Mortgage Mom”• 5:03 – how the Review Me tool helps Kelly• 6:07 – when to ask for a review• 7:03 – why it's ok to ask for reviews at the beginning of the process• 8:08 – why reviews from first-time homebuyers are so valuable• 9:27 – using QR codes for reviews• 10:24 – quality over quantity when it comes to reviews• 11:50 – focusing on education to earn reviews• 15:29 – elements of Kelly's loan process that help earn good reviews• 17:03 – Kelly's strategy to be a resource for her real estate agents• 19:20 – why providing value leads to good reviews• 21:01 – attending open houses to help real estate agentsResources mentioned in this episode:homebotHouse CanaryShow Contributor:Kelly BelcherConnect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Darren Copeland – President and CEO, Summit LendingRemoving All Barriers So Loan Originators Can Do What They Do Best - SellThere's a saying that goes “either you control your day, or your day controls you.” This rings true for mortgage brokers, who are constantly trying to determine how to effectively manage their daily responsibilities. How can LOs spend more time on activities that bring in revenue? Listen to Episode #82 of Good. Better. Broker. as we sit down with a broker who dedicates time to sales and marketing every single day and coaches his LOs to do the same.In this episode of the Good. Better. Broker. podcast, you'll learn how time blocking can help grow your network and business.In this episode, we discuss ...• 1:40 – what it means to live in your green zone• 2:56 – the importance of having a business plan• 4:16 – why time blocking matters to mortgage loan originators• 6:04 – being proactive to drive business• 7:09 – figuring out your real estate agent targets• 8:28 – why success is measured by quality conversations• 10:08 – how to determine how many referral partners you need• 11:47 – making online reviews and social media about your referral partners• 13:30 – Darren's tracker for living in your green zone• 15:29 – how living in the green zone has impacted Darren's LOsResources mentioned in this episode:MMIRETRModel MatchShow Contributor:Darren Copeland Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Jonathan Esposito – Mortgage Broker, Rîze MortgageWhy it's Important for Mortgage Brokers to have a Structured Loan Process as they GrowClosing loans is the goal for every originator – but to grow, there needs to be a blueprint for how every loan and every relationship is handled. How can mortgage brokers set up a loan process that is both repeatable and scalable? Listen to episode #81 of Good. Better. Broker. as we sit down with a broker who is winning over real estate agents and borrowers with a process that always puts them first.In this episode of the Good. Better. Broker. podcast, you'll learn how to earn business by having a structured loan process.In this episode, we discuss ...• 1:16 – Jonathan's path from the Ivy League to working as a mortgage broker• 2:07 – why following a repeatable process is important in business• 5:32 – what makes Jonthan's process repeatable and scalable • 6:35 – Jonathan's experience in tech sales helps him as a mortgage broker• 8:03 – Jonathan's experience as a real estate investor • 9:29 – why working backwards works well for Jonathan • 10:42 – keys to Jonathan's relationships with his real estate partners• 3:38 – how to manage real estate partners' requests• 18:15 – the value Jonathan's real estate partners find in his repeatable process• 19:15 – why Jonathan hired a social media specialist• 21:50 – being intentional with outreach • 23:45 – Jonathan's plans for future growthResources mentioned in this episode:ChatUWMShow Contributor:Jonathan Esposito Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Ann Sullivan – Sr. Loan Officer, Lending HeightsStrategies for Mortgage Brokers to Guide Homeowners on Leveraging their Home EquityWith home values at all-time highs, homeowners have an incredibly powerful tool in their equity. How can mortgage loan originators help clients decide how or if they should use it? Listen to episode # 80 of Good. Better. Broker. as we discuss the different ways to take advantage of home equity and how it can benefit a consumer's financial wellbeing.In this episode of the Good. Better. Broker. podcast, you'll learn how to guide homeowners to leverage their equity.In this episode, we discuss ...• 1:37 – how Ann advises her borrowers on using their home equity• 2:03 – how home equity can combat credit card debt• 3:10 – clients who have a low mortgage rate and high credit card debt• 4:17 – conversations with borrowers about rate vs. payment• 6:20 – questions to ask borrowers about debt consolidation opportunities• 8:29 – the responsibility of a loan originator to assess clients' finances• 9:54 – how consumers look at the equity they have in their home• 11:07 – how investors can leverage their equity• 13:36 – borrowers who want to wait to refinance until rates come down• 16:00 – the difference between doing refinances now and the last refi boom• 18:15 – Ann's message to loan officers on conversations with borrowers about equityResources mentioned in this episode:Home Value EstimatorShow Contributor:Ann SullivanConnect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Chris Sbonek – Brokerowner, Mitten Mortgage LendingProviding Value Before Asking for Loans as a Growth Strategy for Independent Mortgage BrokersIn a society where most things we want are just a click away, it's tough to choose a longer runway to success – especially for small business owners. Why is slow growth a strategy that pays off for mortgage brokers? Listen to Episode # 79 of Good. Better. Broker. as we sit down with a brokerowner who is intentional about growing his business through organic relationships.In this episode of the Good. Better. Broker. podcast, you'll learn why developing organic relationships creates a sustainable business model.In this episode, we discuss ...• 1:30 – how Chris has intentionally grown his business slowly• 2:16 – Chris' definition of an organic relationship• 3:26 – why it's important to find people who truly want to work with you• 4:43 – why Chris prioritizes consistency and long-term success• 7:17 – operating as a 100% referral-based business• 8:05 – how Chris decided to focus on relationships with real estate agents• 11:22 – the importance of attending open houses and closings• 13:31 – coaching real estate agents to do things the right way• 15:56 – solving issues early in the loan process and being proactive• 20:38 – being attentive to the individual needs of all clients• 22:41 – Chris' advice for other brokers on growing slowly and organicallyShow Contributor:Chris SbonekConnect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Evan Kaufman – Military Loan Originator, WeVett Home LoansDetermining a Loan Product or Demographic to Focus on as a Strategy for Mortgage BrokersThe beauty of the wholesale channel is that mortgage brokers can offer a variety of loan products to fit their borrowers' needs. That said, some brokers choose to narrow their focus to a specific loan type or demographic. How can brokers determine their niche and dominate it? Listen to Episode #78 of Good. Better. Broker. as we talk with a real estate agent turned broker whose “super niche” is serving active-duty military members.In this episode of the Good. Better. Broker. podcast, you'll learn why finding a niche loan product or demographic can be a driver of success.In this episode, we discuss ...• 1:29 – how Evan went from real estate broker to mortgage broker• 2:46 – why Evan chose the broker channel when he became an LO• 4:00 – why Evan chose to focus on helping active-duty military members• 4:56 – how Evan decided a niche was going to be the majority of his business• 6:03 – Evan's approach to working with borrowers• 7:33 – what's required to help military families going through the loan process• 8:37 – timing recommendations on buying and selling• 11:17 – Evan's goal for all his clients• 13:15 – why Evan focuses on direct-to-consumer business• 16:24 – Evan's marketing content strategy• 18:26 – targeting a demographic niche vs. a geographic niche• 21:19 – how loan originators can identify their nicheShow Contributor:Evan KaufmanConnect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Craig Good – Chief People Officer, Dovetail MortgageBuild a Successful Broker Shop by Mentoring, Engaging and Motivating Loan OriginatorsAfter nearly 3 decades in the mortgage business, Craig Good is embracing the opportunity to pay all his knowledge forward. In the process, he's helping build a broker shop that is growing every year. How can mortgage brokers set their originators up for short- and long-term success? Listen to Episode 77 of Good. Better. Broker. as we find out the mindset it takes to succeed in a commission-only job.In this episode of the Good. Better. Broker. podcast, you'll learn how to scale your business by being boots on the ground with your originators.In this episode, we discuss ...• 1:46 – Craig's leadership style• 2:30 – how Craig keeps his company's originators motivated• 4:10 – Dovetail's onboarding process• 5:10 – how Craig keeps originators engaged• 6:26 – recruiting younger and inexperienced loan originators• 7:32 – why having a mix of experienced and inexperienced LOs works well• 9:22 – how Dovetail's investment in technology has impacted growth• 11:40 – navigating tripping points in the loan process• 13:11 - what it takes to succeed in a commission-only job• 14:45 – how the company's values contribute to its production• 17:08 – the importance of bringing younger people into the business• 18:51 – Craig's advice for leaders on scaling successfullyResources mentioned in this episode:Brian Buffini CoachingSuccess TrackPA+Show Contributor:Craig Good Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Andrew Chavez, National Director of Sales Development, UMortgageGenerate Consistent Business by Nailing Down the Basics of Sales ActivitiesGet up every day and do the basics exceptionally well. That mindset helped Andrew Chavez become a Green Beret who served two tours of duty in Afghanistan. How has this concept helped Andrew coach mortgage loan officers with less than 3 years of experience close an average of more than four loans per month? Listen to Episode 76 of Good. Better. Broker. as we find out how to identify and execute the fundamentals of daily sales activities.In this episode of the Good. Better. Broker. podcast, you'll learn how a military veteran is using lessons he learned as a Green Beret to help mortgage loan originators find success.In this episode, we discuss ...• 1:55 – why the lessons Andrew learned in the military help him coach LOs• 3:12 – how Andrew transitioned from being a Green Beret to the mortgage business• 5:58 – the meaning of “brilliance in the basics” and “trooping the line”• 12:23 – why Andrew coaches brokers to read and search guidelines• 14:33 – Andrew's emphasis on communicating with branch managers• 16:14 – how Andrew gets people to buy into his coaching strategy• 19:44 – how LOs can build relationships with referral partners• 22:51 – how to determine what your plan and daily activities should be• 23:48 – the meaning of framing success and applying perspective• 26:08 – why Andrew teaches LOs to have a repeatable processShow Contributor:Andrew Chavez Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or XConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• X• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Cory Bohman, Mortgage Loan Originator – Grow MortgageMaking Yourself Stand Out by Making Clients Feel Like You Truly Care About ThemOf all the ways mortgage loan originators try to gain an edge over their competition, one that's often overlooked is simply caring about the client. How can mortgage brokers create a memorable experience and a client for life? Listen to Episode 75 of Good. Better. Broker. as we talk with a mortgage veteran with over 25 years of experience whose calling card is treating her borrowers like family.In this episode of the Good. Better. Broker. podcast, you'll learn how to gain repeat business and referrals by making clients feel special.In this episode, we discuss ...• 1:49 – why Cory's relationships with her clients are vital to her success• 2:52 – Cory's background in operations and underwriting and how it helps her as an LO• 4:11 – why Cory lets her clients know early on that she cares about them• 5:44 – the importance of customizing communication with clients• 8:02 – how Cory sets up the client experience for success• 11:35 – frequency of communication with clients• 14:39 – what Cory does to create a ‘wow factor' for her clients• 17:30 – what Cory does for a client when a loan is cleared to close• 18:19 – Cory's follow-up process once a loan is closed• 20:29 – how data analytics help guide Cory's actions• 23:27 – Cory's message for other LOs on creating a memorable client experienceShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Enrique Braunschweiger – Brokerowner, First West FinancialConsistently Getting Loans Requires a Business Plan for Short- and Long-Term Success“What is your plan today to get more loans?” That's the question Enrique Braunschweiger poses to every loan originator who asks for his help. What does a successful plan look like and why is it important to have one? Tune into Episode 74 of Good. Better. Broker. as we talk with a mortgage broker who doubles as a coach and helps other brokers put together a plan to bring in business.In this episode of the Good. Better. Broker. podcast, you'll learn why having a blueprint is essential to consistent success.In this episode, we discuss ...• 1:44 – why Enrique believes mortgage loan originators need a business plan• 2:36 – why mortgage brokers can't wait for loans to come to them• 3:38 – the four main areas Enrique covers with his coaching clients• 5:31 – where Enrique starts when helping brokers put together a blueprint• 6:52 – why Enrique works backward when developing strategies• 7:53 – why Enrique has always invested in coaching• 10:04 – what's required to achieve goals as a loan originator• 11:20 – why Enrique puts together coaching plans with his clients• 12:27 – the question Enrique asks every broker who calls him for help• 13:55 – why Enrique enjoys helping other mortgage brokers• 15:22 – The role AI plays in putting together a successful business plan• 16:58 – Enrique's message for other loan originators on making adjustmentsResources mentioned in this episode:AIMESuccess TrackShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Amir Nurani – Broker-owner, Left Coast LeadersHarnessing the Power of Technology to Build a Consumer-Direct Business ModelIn mortgages or any business, you want to be where the customer is. How can loan originators put themselves in position to be found when borrowers search online for a mortgage? Tune into Episode 73 of Good. Better. Broker. as we talk with a tech-savvy mortgage broker whose systems prioritize customer acquisition and retention.In this episode of the Good. Better. Broker. podcast, you'll learn strategies for implementing a successful customer-direct business model.In this episode, we discuss ...• 1:28 – what the customer experience means to Amir• 2:48 – how Amir's love of technology impacts his business strategy• 3:35 – Amir's biggest priorities as a broker-owner• 4:51 – how Amir learned how to build technology systems• 6:37 – why Amir thinks customer acquisition is the toughest part of the mortgage business• 7:41 – Amir's perspective on lead generation• 9:26 – managing volume while nurturing a client base• 10:48 – why brokers are set up to succeed in lead generation• 12:15 – how Amir built his technology platform the way he did• 15:01 – why it's important to take advantage of automation• 16:43 – how Amir's system helps his originators with talk time• 18:37 – Amir's message to others considering a consumer-direct business model• 20:26 – how the NAR settlement will impact lead flowResources mentioned in this episode:SalesforceShow Contributor:Amir Nurani Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guests sit down with host Justin White:• Adriana Bates – Clear Mortgage• Tim Potempa, E Mortgage Capital• Bryce Bradley, Rosegate Mortgage• Faris Tadros, Next Chapter Financial• Stacey Melton, Reasy FinancialClients Who Attended UWM LIVE! Join Us to Talk About How They're Generating BusinessFor the third year in a row, thousands of independent mortgage professionals gathered in Michigan for the biggest broker event of the year, UWM LIVE! In Part 2 of this special episode, we catch up with several UWM partners from around the country to find out how they're leveraging technology, social media and more to boost their business.In this episode of the Good. Better. Broker. podcast, you'll hear client interviews from the third annual UWM LIVE! event in Michigan.In this episode, we discuss ...• 0:33 – interview with Adriana Bates• 14:32 – interview with Tim Potempa• 22:16 – interview with Bryce Bradley• 30:32 – interview with Faris Tadros• 37:23 – interview with Stacey MeltonShow Contributors:Adriana BatesConnect on LinkedInConnect on InstagramConnect on FacebookTim PotempaConnect on LinkedInConnect on InstagramConnect on FacebookBryce BradleyConnect on LinkedInConnect on InstagramConnect on FacebookFaris TadrosConnect on LinkedInConnect on InstagramConnect on FacebookStacey MeltonConnect on LinkedInConnect on InstagramConnect on FacebookJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
Five Clients Who Attended UWM LIVE! Join Us to Talk About How They're Generating BusinessFor the third year in a row, thousands of independent mortgage professionals gathered in Michigan for the biggest broker event of the year, UWM LIVE! In Part 1 of this special episode, we catch up with several UWM partners from around the country to find out how they're leveraging technology, social media and more to bring in business.In this episode of the Good. Better. Broker. podcast, you'll hear client interviews from the 3rd annual UWM LIVE! event in Michigan.In this episode, we discuss ...• 0:29 - interview with Bryon Taylor and Ryan Buys• 12:19 - interview with Sonya Rodgers• 21:08 - interview with Andy Fulton• 32:24 - interview with Stephanie Ham• 45:43 - interview with Odysa Castillo and Yariela ValdesResources Mentioned in This Episode:Opus ClipShow Contributors:Bryon TaylorLinkedIn, Instagram or FacebookRyan BuysLinkedIn, Instagram or FacebookSonya RodgersLinkedIn, Instagram or FacebookAndy FultonLinkedIn, Instagram, orFacebookStephanie HamLinkedIn, Instagram or FacebookOdysa CastilloLinkedIn, Instagram or FacebookYariela ValdesLinkedIn, Instagram or FacebookJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Kevin Robinson, Brokerowner – Capital Home LoansAligning With a Successful Real Estate Company Gives Brokers a Lead Source With LongevityOf all the different ways mortgage brokers can generate business, hitching your wagon to a successful real estate team can be one of the most fruitful. How can brokers get in with a successful real estate company, deliver value and show them they are true partners? Tune into Episode 70 of Good. Better. Broker. as we talk with a mortgage broker who is in lockstep with the dominant real estate company in his market — and still has to earn their business every day.In this episode of the Good. Better. Broker. podcast, you'll find out how to align with a successful real estate company.In this episode, we discuss ...• 1:28 – why Kevin prioritizes partnerships with real estate agents• 2:24 – how Kevin decided this was going to be the strategy for his company• 3:10 – how Kevin defines a great experience for his real estate partners• 4:00 – how Kevin's partnership with a top real estate brokerage started• 5:33 – what Kevin and his originators do to provide value for their agents• 6:07 – areas of need Kevin sees from his real estate partners• 6:58 – why showing up for meetings and events in person makes an impact• 7:56 – educating real estate agents on the benefits of working with brokers• 8:57 – how the company podcast is designed to help their real estate partners• 10:48 – how Kevin stays on top of his real estate partners after the loan closes• 12:00 – the importance of attending closings• 13:11 – supporting real estate partners at networking events• 14:15 – the impact of the company's partnership with their top real estate company• 15:47 – advice for finding the right real estate company to partner withShow Contributor:Kevin Robinson Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Jalen Scott – Mortgage Broker, Belong LendingMuch like a house, a career in mortgages is only as good as the foundation it's built on. If you're a new loan originator, building a strong foundation means looking at your job as more than a job. What steps can brokers take when they're just starting out to set themselves up for success? Tune into Episode 69 of Good. Better. Broker. as we sit down with a first-year mortgage broker to hear about the ups and downs of a career that provides so much and demands even more.In this episode of the Good. Better. Broker. podcast, you'll find out what it takes to achieve success as a first-year mortgage loan originator.In this episode, we discuss ...• 1:35 – Jalen's reflections on his first year as a mortgage loan originator• 2:44 – The importance of social media to gain visibility as a new mortgage loan originator• 4:40 – The opportunity social media presents to create branded content• 6:19 – Jalen's content strategy and how it's evolved since he started• 8:19 – How Jalen comes up with ideas for social media videos • 9:21 – Why it's necessary to be completely invested in your first year as a mortgage broker• 10:39 – Why progress as a mortgage loan originator isn't linear• 13:26 – Why being a mortgage broker becomes a part of your identity• 15:06 – How new loan originators can find business• 17:56 – The importance of connecting with real estate agents you get along with• 19:13 – What Jalen would tell himself if he could start over• 20:55 – Jalen's decision to become a brokerownerShow Contributor:Jalen ScottConnect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Diane Luongo-Gazich, Sr. Loan Advisor – C2 FinancialDuring one of the most challenging mortgage markets the industry has seen, a veteran loan originator decided to reinvent herself. The plan – host an event and invite as many financial professionals as possible. What was the result and how has it impacted her business? Tune into Episode 68 of Good. Better. Broker. as we sit down with Diane Luongo-Gazich to find out how she's become a referring source for everyone in her sphere of influence.In this episode of the Good. Better. Broker. podcast, you'll find out why offering business to referral partners without asking for business in return is a successful long-term strategy.In this episode, we discuss ...• 1:34 – why Diane values partnerships over relationships with referral sources• 2:26 – the questions Diane asked about reinventing herself• 3:11 – why Diane sees herself as an advisor on all financial matters• 4:07 – how Diane came up with the idea for the event that changed her business• 6:08 – why Diane focuses on referral partners other than real estate agents• 8:33 – the event Diane organized and how she marketed it• 10:02 – why the event became an “aha” moment for Diane• 10:34 – Diane's strategy for staying in touch with past clients• 11:57 – how Diane offers business to her referral partners• 13:25 – the reaction Diane gets when she refers business out• 15:50 – the impact of Diane's networking efforts on her professional growth• 17:18 – Diane's advice for expanding your sphere of influence• 18:36 – Diane's message for improving as a loan officerResources mentioned in this episode:Success TrackBNI GroupsShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Patton Gade – National Director of Military Lending, UMortgageHow to Serve Veteran Borrowers in a Way Befitting their Service to the CountryWith a name like Patton, you could say that Patton Gade was born to serve in the military. Patton's love for his country is matched only by his passion for helping veterans achieve homeownership. How can mortgage brokers better educate themselves on VA loans? Listen to Episode 67 of Good. Better. Broker. as we sit down with the top VA loan originator in the country to find out why the VA loan is still so misunderstood and how mortgage brokers can help change that narrative.In this episode of the Good. Better. Broker. podcast, you'll learn how to better serve the unique needs of military veterans when it comes to homeownership.In this episode, we discuss ...• 1:49 – why VA loans are personal and not just professional for Patton• 2:39 – the importance of having a team of originators who are military veterans• 5:05 – why so few military veterans have used their VA loan• 6:41 – why Patton believes the VA loan is the best loan product• 7:40 – the vision of what Patton is building with his team• 9:20 – the educational void that exists when it comes to VA loans• 10:36 – the nuances of originating a VA loan• 11:45 – the common traits of the originators on Patton's team• 12:54 – why the best VA originators have a true passion to help veterans• 14:42 – the story of Patton's first personal home loan experience• 15:28 – Patton's plan to help educate people about the VA loan• 17:30 – Patton's advice to loan originators on how they can become better at VA loansResources mentioned in this episode:VA websiteShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Mahb Rahman – Mortgage Broker, Safetrust MortgageHow a Mortgage Broker Shop is Scaling by Prioritizing a Streamlined Operations ProcessWhile many mortgage loan originators aim for operational efficiency, Safetrust Mortgage is building its company on operational excellence. How is Safetrust impressing clients and referral partners with a smooth and speedy loan process? Listen to Episode #66 of Good. Better. Broker. as we talk with Chief Growth Officer, Mahb Rahman, about their strategy to scale by doing all the basics exceptionally well.In this episode of the Good. Better. Broker. podcast, you'll learn how a growing mortgage company is spearheading its growth with its Operations team.In this episode, we discuss ...• 1:29 – Mahb's move to becoming an independent mortgage broker• 2:45 – Why Safetrust Mortgage built their company on having a strong Operations team• 4:11 – How Safetrust has structured their process to align with their vision• 6:25 – How Mahb's prior experience helped him streamline the company's process• 8:02 – Why delegating parts of the loan process fosters accountability and collaboration• 10:14 – The advantage of having an experienced Operations team• 13:07 – How Safetrust leverages their Operations team to impress real estate agents• 16:45 – The importance of posting fast CTCs on social media• 19:16 – How Safetrust plans to grow with Operations continuing to lead the wayShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Ryan Proffitt – Mortgage Broker, Future Home LoansA Top Producer on the Sales Activities That Have Led to the Best Business OpportunitiesRyan Proffitt is in the people business first and the mortgage business second. He makes 70 prospecting calls a day in between meetings with real estate agents and attending closings. How does he manage to do it all, and why does he refuse to slow down? Listen to Episode #65 of Good. Better. Broker. as Ryan reveals the methods that have led him to close over $5 billion in loan volume in his career.In this episode of the Good. Better. Broker. podcast, you'll learn how getting in front of as many people as possible drives visibility, credibility and business.In this episode, we discuss ...• 1:43 – The sales activities that have been most impactful to Ryan's career• 2:35 – How Ryan structures his day and why he overschedules himself by design• 4:48 – Ryan's message for loan originators on getting out from behind their desk• 6:36 – How embracing social media and video has helped Ryan over the last few years• 8:04 – How Ryan maintains his busy schedule and still fulfills all his obligations• 9:56 – What Ryan talks about when he meets with real estate agents• 11:41 – The impact of attending all your closings• 13:14 – How Ryan's social media videos increase his visibility• 14:18 – Why following up is just as important as the work Ryan puts into networking• 15:51 – How Ryan is leveraging QR codes• 17:02 – Why Ryan knew he had to add help in order to scale his businessShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Andi Numan, President – Swift Home LoansDon't Wait for the Rates to Drop Before Calling Past Clients About Refinance OpportunitiesNo matter what the market is doing or where interest rates are, refinance opportunities always exist for mortgage loan originators. How can LOs approach their past clients in a way that makes them open to refinancing? In this episode of Good. Better. Broker., we sit down with the owner of the top refinance broker shop in the country to find out how they've built their business by seizing every opportunity to help past clients.In this episode of the Good. Better. Broker. podcast, you'll learn how to do refinances in any market.In this episode, we discuss ...• 1:22 – Andi's experience in retail helping him become proficient in refinances• 2:42 – Why Andi believes refinancing revolves around reaching out to past clients• 4:41 – How Andi approaches check-in conversations with his past clients• 6:11 – Andi's story of how an accidental dial led to him closing a loan• 7:26 – Why loan originators should not assume people aren't in a position to refinance• 9:48 – How Andi prepares for check-in calls with past clients• 13:07 – Why it's important to look at loans as referral opportunities instead of paychecks• 14:36 – The importance of knowing how much money borrowers have• 16:25 – Why refinance opportunities are always available.Show Contributor:Andi NumanConnect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Lauren Fisco – Mortgage Broker, AZ Mortgage GroupGoing Above and Beyond What's Expected to Create a Memorable Client ExperienceIf all independent mortgage brokers essentially offer the same products, rates and turn times, what are you doing to set yourself apart? Listen to Episode 63 of Good. Better. Broker. as we talk with an Arizona-based mortgage broker who leaves lasting impressions on her borrowers and real estate partners by going the extra mile at every step until a loan crosses the finish line.In this episode of the Good. Better. Broker. podcast, you'll learn how to create a ‘wow' client experience by doing all the little things well.In this episode, we discuss ...• 1:33 - How Lauren looks at helping clients achieve financial wellness• 2:21 - Lauren's definition of a ‘wow' client experience• 3:18 – How Lauren impresses listing agents• 4:28 – Lauren's approach to helping her first-time homebuyer clients• 5:21 – Lauren's strategy with sellers' agents• 6:32 – How Lauren helped a client beat out an all-cash offer• 7:31 - Lauren's approach to communication with her borrowers• 8:44 – Why Lauren is mindful of the words she uses in conversations with borrowers• 9:58 – The importance of answering ‘the why' for borrowers• 13:04 – Lauren's advice for learning new strategies as a loan originator• 13:56 – Why Lauren thinks it should be fun to get a mortgage• 15:59 – How Lauren makes her clients remember her for future business• 17:44 – How Lauren goes above and beyond to impress her real estate agents• 19:36 – Lauren's advice for mortgage brokers looking to create a wow experienceResources mentioned in this episode:Mortgage CoachShow Contributor:Lauren FiscoConnect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Danny Velazquez – Mortgage Loan Originator, GFL CapitalBreaking Down Barriers and Opening Doors to Homeownership for Hispanic BorrowersDanny Velazquez is changing the narrative for Hispanic homeownership, and he believes other loan originators can help do the same. How can mortgage LOs better serve their Hispanic community and cater to one of the fastest-growing demographics of homebuyers? Listen to Episode 62 of Good. Better. Broker. as Danny explains his strategy, including his decision to do all of his social media posts in Spanish.In this episode of the Good. Better. Broker. podcast, you'll learn why there is so much opportunity for mortgage loan originators who treat the Hispanic community with empathy.In this episode, we discuss ...• 2:00 – How Danny's background impacts his efforts to help the Hispanic community• 2:56 – The importance of being able to speak Spanish as a loan originator• 3:48 – Why Danny chose to do all of his social media posts in Spanish• 4:58 – Obstacles Danny has seen Hispanic clients encounter• 6:13 – How Danny helps Hispanic borrowers see what their options look like• 7:06 – Hispanic homeowners living in multi-generational households• 8:00 – How Danny speaks during variations of Spanish based on where borrowers are from• 8:37 – Danny's social media strategy• 9:32 – How doing social media in Spanish is helping Danny appeal to younger borrowers• 12:12 – Danny's impressions of Generation Z borrowers• 13:53 – Why Danny believes every broker shop needs a Spanish-speaking loan originator• 15:20 – Referral opportunities that come from Danny's closed clients• 15:56 – Danny's message for other loan originators on working with Hispanic borrowers Show Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Ian Twaddle – Branch Manager, UMortgageChasing Relationships with Real Estate Agents Instead of Loans is a Sustainable Way to GrowFive years ago, Ian Twaddle was a 100 percent online refi guy with zero real estate agent relationships. Today, nearly 90% of his business comes from purchases and he's “obsessed” with helping his real estate partners. How can mortgage loan originators make sure they're top of mind with every real estate agent in their market? Listen to episode #61 of Good. Better. Broker. as Ian explains how he shifted his strategy and saw his business take off in the process.In this episode of the Good. Better. Broker. podcast, you'll learn how to ensure your real estate partners are blown away by the level of service you provide.In this episode, we discuss ...• 1:36 – Ian's shift from focusing on refinances to purchase business• 3:13 – Why Ian accumulates as many real estate agent relationships as he can• 3:47 – Ian's approach when meeting with a new real estate agent• 5:05 – Why Ian treats the listing agent like the buyer's agent• 6:13 – How Ian gets real estate agents to let their guard down• 7:00 – Ian's strategy for email communication with his agents• 7:57 – How Ian makes sure all parties are impressed by the end of the transaction• 9:01 – Ian's story of impressing an agent by answering his phone• 10:59 – The importance of knowing a real estate agent's pain points• 11:47 – Advice for other LOs on building relationships with real estate agentsShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guests sit down with host Justin White:• Ann Sullivan – Sr. Loan Officer, Lending Heights• Jaime Bennett – Realtor®, LifeSpace Real EstateWhat LOs and Real Estate Agents Should Look for in a Mutually Beneficial PartnershipFinding the right referral partner is kind of like dating. It takes time, trust and investment to grow a meaningful relationship. How can LOs and real estate agents complement each other in way that helps both do more business? Listen to episode #60 of Good. Better. Broker. as we sit down with a Pittsburgh-based mortgage broker and their Realtor® partner who are making each other better at what they do.In this episode of the Good. Better. Broker. podcast, you'll learn what to look for in the perfect partnership between a loan originator and a real estate agent.In this episode, we discuss ...• 1:35 – How Ann pursued Jaime as a real estate partner• 3:08 – Why Ann's personal approach impressed Jaime• 4:24 – Ann's decision to only work with agents she clicks with• 5:50 – What Jaime looks for in her lending partners• 7:06 – How Jaime realized that Ann was always there for her• 9:18 – Why a successful LO-agent relationship must be built on trust• 10:48 – How Ann and Jaime's relationship makes each of them more efficient• 12:28 – What happens when Jaime works with a lender that drops the ball• 13:11 – Why Ann helps Jaime on deals Ann isn't working on• 15:04 – What Jaime tells her clients about working with Ann• 17:54 – Why having a strong LO-agent connection is important in this market• 20:37 – How Ann and Jaime strategize on how Jaime can grow her business• 22:30 – How other LOs and agents can identify the right partner for themShow Contributors:Ann SullivanConnect on LinkedInConnect on FacebookConnect on InstagramJaime BennettConnect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Ravi Patel – Branch Manager, Ohio Valley Mortgage powered by UMortgageUsing Networking Events as a Business Strategy to Attract Real Estate PartnersInvesting in networking events has been one of the most impactful things Ravi Patel has done to grow his business in the 10+ years he's been in the mortgage industry. How can mortgage brokers grow their referral partnerships through events like Ravi has? Listen to Episode #59 of Good. Better. Broker. as Ravi reveals his strategy and explains why events are a golden opportunity to make yourself one of the most recognizable names in your market.In this episode of the Good. Better. Broker. podcast, you'll learn how to leverage networking events to grow your sphere of influence.In this episode, we discuss ...• 1:35 – How Ravi's vision for his business has evolved during his career• 2:23 – The importance of investing money back into your business• 4:00 – How networking events became Ravi's best business strategy• 5:58 – Ravi's approach to maximizing his opportunities at networking events• 7:20 – How Ravi comes up with the ideas for different events• 8:30 – How Ravi follows up with the people who come to his events• 10:45 – Why Ravi looks at his events as an experience• 11:40 – Why a networking event allows people to let their guard down• 12:56 – How Ravi approaches people in his community as possible business sources• 14:35 – Ravi's thoughts on the broader impact events have had on his growthShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Pablo Martinez – CEO and Broker-owner, Equity Smart Home LoansRedefining The LO Experience By Focusing On What Originators WantThe mortgage business is the only career Pablo Martinez has ever known – and he's using all of his experience and knowledge to build a destination for loan originators. What are LOs looking for in a broker shop and how can broker-owners provide it? Tune into episode #58 of Good. Better. Broker. as we sit down with Pablo Martinez from Equity Smart Home Loans and find out the importance of prioritizing the LO experience over everything.In this episode of the Good. Better. Broker. podcast, you'll learn how to create a platform and environment that makes loan originators never want to leave.In this episode, we discuss ...• 1:50 – Pablo's own experience as an LO shaped the way he built his company• 5:40 – How consistency has helped set Pablo's company apart from others• 7:01 - Why Pablo's top priority is making his company a great place for LO's to work• 8:21 – Pablo's pitch presentation to new LOs• 10:59 - How Pablo has created an onboarding process that gets LOs excited from the start• 12:51 - What Pablo focuses on in weekly training sessions with LOs• 14:10 - How the investments Pablo has made have helped his business grow• 15:35 – Why it's important to approach being a broker-owner differently than an LO• 19:03 – The importance of being present as the leader of broker shop• 20:14 – Knowing what retail loan originators are looking forResources mentioned in this episode:Success TrackShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Scott Valins – Co-founder and CEO, Go RascalHow to Hit a Home Run on the First Phone Call Without Swinging for the FencesWith a degree in psychology from an Ivy League school and 20 years in the mortgage business, it's no wonder Scott Valins knows how to set the right tone with borrowers. How do you make a lasting impression on the first phone call? Tune into Episode 57 of Good. Better. Broker. as we learn Scott's approach to winning over borrowers and potential recruits for his company, Go Rascal.In this episode of the Good. Better. Broker. podcast, you'll find out how to put borrowers at ease by coming from a place of authenticity.In this episode, we discuss ...• 2:14 – What Scott defines as a home run in the first phone call with a borrower• 4:26 – Scott on the importance of human interaction in the loan process• 6:06 – Why Scott will quote rates without getting information from borrowers• 7:11 – How Scott gets referrals from borrowers he doesn't help• 8:55 – How soft skills and not trying to sell have helped Scott become a top producer• 10:02 – Scott's approach to helping his LOAs in the first conversation with a borrower• 12:49 – How Scott sets up every call to be a win even if it doesn't lead to business• 14:42 – How Go Rascal's brand aligns with Scott's approach to borrower calls• 15:41 – Scott on how you can do cold outreach without being overly aggressive• 18:29 – Why Go Rascal doesn't target LOs who work for megabanksShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
Rod Babers and Ian Boyd discuss why Texas struggles defending the inside pass, the lack of communication on defense, how the offense will look with Maalik Murphy and/or Arch Manning at the helm & more on this week's edition of Football Theory!
Rod Babers and Ian Boyd discuss why Texas struggles defending the inside pass, the lack of communication on defense, how the offense will look with Maalik Murphy and/or Arch Manning at the helm & more on this week's edition of Football Theory! Learn more about your ad choices. Visit megaphone.fm/adchoices
The following guest sits down with host Justin White:• Russell Petty – BrokerOwner, Grow MortgageWhy Loan Originators Should Choose Products They Can Be an Expert on and Focus on ThemRussell Petty's approach to business was shaped by his personal journey of being down and nearly out of the business. How did the lessons he learned propel Russell to become a top 1% originator? Tune into Episode 56 of Good. Better. Broker. as Russell explains how perseverance and persistence helped him partner with the biggest real estate agent in his market, catapulting his company into one of the top broker shops in North Carolina.In this episode of the Good. Better. Broker. podcast, you'll learn how one mortgage broker went from the verge of bankruptcy to becoming a top producer by adding true value to his real estate partners.In this episode, we discuss ...• 2:09 – How Russell nearly went from being nearly out of the business to a top producer• 14:20 – Russell on how to overcome mental challenges in a higher rate environment• 18:03 – Why it's important for LOs to have a niche and stick to it• 22:10 – Russell on why it's ok to say no to a real estate agent• 24:48 – What Russell tells an LO if a real estate agent hasn't sent them business• 26:11 – Why Russell believes in adding value instead of asking for business• 27:49 – Why Russell likes competing with retail lenders in his market• 29:59 – Russell's message for other mortgage loan originatorsResources Mentioned in This Episode:Acquisition.comShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guests sit down with host Justin White:• Jason duPont – Fast Mortgage Closings• DJ Christofferson – Fast Mortgage ClosingsBuilding Relationships With Real Estate Agents So They Send You Deals in Any MarketRelationships between loan officers and real estate agents can be a lot like dating – it all comes down to reading the relationship the right way. How can independent mortgage brokers build strong relationships with real estate agents to get deals from them quicker and more often? Tune into Episode #55 of Good. Better. Broker. as we talk with the managers of a branch who have built their business on this concept and now coach their LOs to do the same.In this episode of the Good. Better. Broker. podcast, you'll learn how to create long-term connections with your real estate agent partners.In this episode, we discuss ...• 2:14 – Jason and DJ on why real estate agent relationships are key to success in the business• 3:45 – How the agents you work with can impact your business and mindset• 5:27 – How being authentic attracts real estate agents• 6:17 – DJ on how mortgage brokers can deliver value to their real estate agent partners• 8:49 – Jason on the definition of game theory and how it applies to calls with agents• 10:16 – DJ on why it's ok to not work with every real estate agent• 11:21 – Jason and DJ on cold calling real estate agents and asking for leads• 15:17 – Jason and DJ on what to do when a real estate agent doesn't answer your calls• 18:35 – How to tell if a real estate agent wants to send you deals • 23:48 – How having a strong relationship with a real estate agent helps navigate obstaclesResources Mentioned in This Episode:The Like Switch bookShow Contributors:Jason duPontConnect on LinkedInConnect on FacebookConnect on InstagramDJ ChristoffersonConnect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guests sit down with host Justin White:• Luiza Nikoghosyan – Nations Trust Mortgage• Jose Blanchard – Nations Trust MortgageHow to Help Immigrants and Foreign Nationals Break Through Barriers to Achieve HomeownershipFor many people who come to this country, the prospect of owning a home can seem out of reach. In fact, some don't even know it's a possibility. How can mortgage brokers educate immigrant borrowers about their home financing options? Tune into Episode #54 of Good. Better. Broker. to hear how a pair of South Florida loan originators are serving their community through first-hand knowledge as immigrant homeowners themselves.In this episode of the Good. Better. Broker. podcast, you'll learn how to open doors for immigrant borrowers who may not know about their opportunities to own a home.In this episode, we discuss ...• 1:50 – Luiza on why her journey as an immigrant inspired her to become an LO• 2:53 – Jose on how his experience in getting a mortgage impacts his job• 3:39 – Luiza and Jose on helping non-English-speaking borrowers through the loan process• 4:46 – Jose on helping immigrants understand their opportunities for home financing• 5:43 – How Luiza helped educate real estate agents on products for foreigners• 6:20 – Luiza and Jose on helping self-employed borrowers• 8:21 – Luiza on overcoming obstacles for her self-employed borrowers• 9:46 – How Jose educates his borrowers on their loan product options• 10:56 – Luiza on how she creatively structures non-agency loans• 12:59 – Luiza on the importance of understanding her clients' full profile• 15:00 – Luiza and Jose on how they educate real estate agents on non-agency loans• 17:50 – Luiza on eligibility misconceptions about foreign nationals• 20:52 – Luiza and Jose's advice to other LOs on finding loan programs for immigrantsShow Contributors:Luiza NikoghosyanConnect on LinkedInConnect on FacebookConnect on InstagramJose BlanchardConnect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Justin Hill - Business Development Manager, Empire Home LoansHow Empire Home Loans Is Recruiting the Right Loan Originators From RetailAs independent mortgage brokers look to scoop up top talent from the retail channel, recruiters are focused on quality over quantity. How can brokers find the right retail loan originators for their shop? Tune into Episode #53 of Good. Better. Broker. to hear how one of the top retail-to-wholesale shops in the country is bringing in LOs whose values are as strong as their production numbers.In this episode of the Good. Better. Broker. podcast, you'll learn how one broker shop is building a team of all-star originators by focusing first on culture.In this episode, we discuss ...• 1:25 – Justin's observations on the hundreds of conversations he's had with retail LOs• 2:11 – Justin explains Empire's approach to recruiting• 3:56 – Justin shares a story illustrating why culture is important to Empire's success• 5:58 – Why education is an important tool in Justin's recruiting process• 7:31 – Why Justin talks about benefits for the consumer in his recruiting calls• 8:18 – Justin on the common objections he gets from retail LOs• 9:35 – Justin on how having a dedicated transition and training team aids his efforts• 10:34 – Why Justin intentionally does not bash retail• 11:36 – Why Justin still considers a “no” as a win in his recruiting calls• 12:46 – What happens when a recruit comes back to Justin after an initial “no”• 13:33 – Justin on the most important question he asks a retail LO• 15:49 – Justin's advice for other brokers on recruiting from retailResources Mentioned in This Episode:BonzoShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Corrina Carter – Owner and CEO, CMS Mortgage SolutionsInvest in Education and Training to Set up Broker Shops and Originators for Long-term SuccessOn top of owning a broker shop and her own consulting business, Corrina Carter routinely attends trainings. How can broker shops build an onboarding and training program that shortens the path to success for their originators? Tune into Episode #52 of Good. Better. Broker. to hear how Corrina's career-long commitment to education has helped her become the top-ranked broker in Virginia.In this episode of the Good. Better. Broker. podcast, you'll learn the value of training and education for originators regardless of experience level.In this episode, we discuss ...• 1:36 – Corrina on why she developed a new training and onboarding process• 2:20 – How Corrina's own experience impacted her commitment to training• 3:02 – Corrina on why every LO should invest in annual training• 3:51 – Corrina on how long it takes a new LO to build up their business• 4:25 – How Corrina engages her new hires through training• 4:57 – Corrina breaks down CMS' onboarding and training program• 5:53 – How Corrina determined her approach to training through hundreds of interviews• 8:06 – Corrina explains the structure of her weekly training sessions• 9:31 – How Corrina's business became more efficient by reorganizing her processing desk• 11:19 – Corrina on leading by example and how that trickles down• 12:06 – Corrina explains her “33% rule” to build up a book of business• 13:20 – Why LO's shouldn't be afraid to ask friends and family for business• 14:45 – Why all the resources Corrina pours into training are worth itShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Cubie Hernandez, Senior Mortgage Advisor – Mares MortgageHelping Borrowers Navigate Student Loans Ahead of the September 1 Forgiveness DeadlineWith the deadline for federal student loan debt forbearance fast approaching, how can independent mortgage brokers prepare and help their clients? Listen to Episode #51 of Good. Better. Broker. as we hear how mortgage brokers can provide value to borrowers with student loan debt by educating them on their options.In this episode of the Good. Better. Broker. podcast, you'll learn how to help your borrowers with student loan debt through the process of resuming their payments.In this episode, we discuss ...• 1:54 – What mortgage brokers should know about the September 1 deadline • 3:09 – Cubie on how significant the deadline is and what it means• 4:14 – What mortgage brokers can do to help their borrowers prepare for September 1 • 6:50 – How the resumption of student loan debt payments impacts borrowers• 8:37 – Calculating student loan debt payments if borrowers are in forbearance• 9:52 – Why borrowers should call as soon as possible to set up their payment plan• 11:17 – Cubie on repayment plans available to borrowers with student loan debt• 17:09 – Why working with borrowers with student loan debt is an opportunity for LOs• 24:30 – How to coach a borrower through the upcoming deadlineResources Mentioned in This Episode:The SourceTemporary Rate BuydownsShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Randy Thompson – Broker-owner, 21st Century LendingPursuing and Building Relationships With as Many Real Estate Agents as Possible to Earn BusinessWith over three decades in lending and real estate, Randy Thompson's advice to loan originators is clear: Get in front of as many agents as possible and then do everything you can to impress them. How can mortgage brokers grow and build strong relationships with real estate agents? Listen to Episode #50 of Good. Better. Broker. as we hear what it takes to become the go-to lender for real estate professionals in your market.In this episode of the Good. Better. Broker. podcast, you'll hear how to break in with new real estate agents and have them keep sending you business.In this episode, we discuss ...• 1:49 – Randy on real estate agents' view of mortgage brokers as lending options• 2:35 – Why LOs need to work with as many agents as they can• 3:31 – Why LOs need to dedicate the majority of their time getting in front of agents• 4:44 – The importance of transparency with the real estate agent• 5:27 – Randy on why LOs need to be with agents and always available for them• 7:36 – How to prepare for success in a first meeting with a real estate agent• 9:35 – Randy on the importance of knowing an agent's demographic• 10:43 – How LOs should handle loan-level issues with real estate agents• 13:29 – How handling issues helps real estate agents grow their business• 14:07 – Randy on why relationships are one of his company's core values• 14:58 – Randy's advice for LOs on building relationships with real estate agentsResources Mentioned in This Episode:Mike Ferry CoachingShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.
The following guest sits down with host Justin White:• Kenneth Travis – President and CEO, Greenlight Mortgage SolutionsSeeking out Coaching to Eliminate Blind Spots as an Independent Mortgage BrokerIn an ever-changing industry, mortgage brokers have an opportunity to gain an edge through coaching. What should loan originators look for in a coaching program? Listen to Episode #49 of Good. Better. Broker. as we talk with a broker-owner who coaches his own originators and thousands of others.In this episode of the Good. Better. Broker. podcast, you'll hear about the importance of investing in yourself by seeking out coaching.In this episode, we discuss ...• 2:00 – How Kenneth's experiences as an originator shaped his views on coaching• 5:24 – Kenneth on the disciplines every loan officer should look to master• 7:54 – Kenneth on why coaching means investing in yourself• 10:37 – How Kenneth adjusts his coaching programs to reflect changing markets• 15:01 – Kenneth explains the methods he utilizes in his coaching• 17:34 – Kenneth on how he follows up with clients and real estate agents• 20:41 – Kenneth's advice to mortgage brokers on seeking out coachingResources Mentioned in This Episode:Next Level CoachingShow Contributor:Connect on LinkedInConnect on FacebookConnect on InstagramJustin White is UWM's in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or TwitterConnect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.