POPULARITY
5 episodes with loan originators
5 episodes with loan originators
10 episodes with loan originators
3 episodes with loan originators
2 episodes with loan originators
2 episodes with loan originators
2 episodes with loan originators
2 episodes with loan originators
2 episodes with loan originators
Join us as we sit down with Anthony Casa, President and CEO of UMortgage, a national mortgage company based in Philadelphia that's empowering Loan Originators to scale their businesses and grow their loan volume. With nearly 20 years of experience in the mortgage industry, Anthony has built a reputation for his unwavering dedication to supporting Loan Originators and Independent Mortgage Brokers.From founding BRAWL (Brokers Rallying Against Wholetail Lending) to establishing ARIVE, a tech platform streamlining the mortgage process, Anthony has been a driving force for change. Listen in to hear how he's transforming the Broker community, taking on retail lenders, and revolutionizing the industry with UMortgage.Don't miss this insightful conversation about leadership, innovation, and the future of mortgage lending! Hosted on Acast. See acast.com/privacy for more information.
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:• 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.
Tim Pascarella, President, Ross Mortgage. Highlights include: don't over think it; start with emotion; how to overcome video fear; check ego for video and ask for followers. Tim has been with Ross Mortgage for over 24 years. Check out his videos.
This special episode with Dave Savage of Mortgage Coach talks about his experience interviewing loan originators who are successful in today's market on his podcast. What are they doing to thrive in these challenging times.
Tim Braheem Interviews Carl White In this episode Tim sits down with Carl White. Carl is a mortgage marketing expert and the CEO of Mortgage Marketing Animals. He is also a branch manager of a successful mortgage branch and the host of The Loan Officer Freedom podcast. He has been teaching marketing to Loan Originators for well over a decade and has helped many originators gain a competitive edge in the market place. In this conversation, he and Tim break down Carl's formula for database marketing and marketing to Realtors. YOU WILL LEARN ABOUT: Carl's four step formula for calling your database. The great misunderstanding about social media marketing and why we are spending too much time in this area. The frequency by which you should be connecting with your database annually. Why the key to marketing is knowing your numbers. The importance of your message being authentic. WHO IS CARL WHITE Carl has won multiple National Production and Marketing awards as a Branch Manager, and his branch's team of over 60 LOs closes more than 700 loans a month. He's also the host of Loan Officer Freedom and the owner of Mortgage Marketing Animals. BOOKS MENTIONED How to Sell Anything to Anybody https://a.co/d/aqfEpJO THE 360 Post-Episode Coachinghttps://www.performance-experts.com/offers/oqmz2J9i/checkout PERFORMANCE EXPERTS' COACHING PROGRAMS ✔ Learn About the Leadership360 Signature Programhttp://leadership360now.com ✔ GET A FREE Private MORTGAGE COACHING Strategy Session:http://www.MortgageCoachingNow.com ✔REFERRAL PARTNER SUCCESS SYSTEM (50% DISCOUNT OFFER)https://www.performance-experts.com/rpss-specialpodcastoffer
In the 23rd episode of the "Do You Speak Crowdlending?" podcast, Ghassen BENHADJSALAH had the pleasure of hosting Conor Gibney, the head of finance at Lendermarket. Before joining Lendermarket, Conor gained valuable experience as an investment manager at DunPort Capital Management. He has also showcased his leadership skills by managing various corporate finance, strategy, and advisory consulting teams across different companies.Conor's educational background includes business, law, and corporate finance studies in Ireland, and he is a seasoned chartered accountant. With his diverse expertise, Conor brings a wealth of knowledge to his role as the head of finance at Lendermarket.Speaking of Lendermarket, the platform has been thriving. It has facilitated an impressive €310 million in loans.Join Ghassen and Conor in this engaging conversation as they delve into the world of crowdlending, and discover more about the latest trends and developments in the industry.Tune in now
When the real estate market softens, the people who invest in relationships survive. Going it alone is a sure way to have a harder time, but that's avoidable. If we take the time to set up partnerships and joint ventures, growing our businesses becomes easier. What are companies missing when it comes to growth? Why do some companies still struggle? What is the value of symbiotic relationships and how do we create them?In this episode, the CEO of Windsor Mortgage, Chris Vinson joins me to discuss how partnerships are beneficial in any industry, how it's helped his team grow, and what exactly it is that consumers want. Three Things You'll Learn In This Episode - Keep it localBefore expanding, how do we ensure we've explored every local option?- Focus on growing slowlyAs visionaries, we want all our implementers to keep up but we also don't want them to break. How can growing slowly aid with this?- How a personal touch can make a world of differenceHow does a personal touch help us to stand out with clients?Guest Bio Chris Vinson is the mastermind behind the Mortgage Division at Plains Commerce Bank. From humble beginnings in 2001 to coaching mortgage professionals across the country, Chris has an undeniable passion to help others succeed. With two decades of experience, Chris has developed a team that produces over 5.6 billion in originations a year, focusing on customer experience and state-of-the-art technology.Having a vision, drive, and passion for growing the mortgage industry, Chris, along with his mortgage team, has surpassed 25% regional market share and has been voted the Sioux Falls Local Best Mortgage Company for eight years running.Sharing his success, Chris inspires and coaches his team of Mortgage Bankers along with CEOs and Loan Originators across the U.S. to ensure his team, along with the clients and community banks they serve have the tools needed to succeed.Find Chris on LinkedIn @Chris Vinson Find Chris on Facebook @Chris Vinson
Nick Principe, who this year was named to the 2022 Scotsman Guide's Top Originators list, has been making a name for himself within the industry because of his commitment to customer experience and dedication to helping train and inspire the next generation of Loan Originators.Jonathan Bolano is well recognized for his consistency in delivering exceptional real estate results for his clients. He is a multi-million dollar 5 star producer and the lead of the top performing team, the Bolano Team. Licensed in RI, MA, and CT.Follow Jonathan & Nick :IG - @BolanoTeam & JonathanBolano.comIG - @Nick.Principe.Loans & https://www.nickprincipe.princetonmortgage.comReach Us At:YouTube: https://www.youtube.com/channel/UC6-CkrW-5SPewYxdu588tUQWebsite: https://allmylinks.com/egpodEmail: EGPodOfThunder@gmail.comAll Social Media: @EGPodOfThunderEfi's Social Media: @ExplorewithEfStream Episode 71 Listen on All Podcast Streaming Services and YouTube. Link is in the Bio! Follow, Like, Subscribe and tell a friend to tell a co worker to tell a friend about us. Appreciate the Love!
Sam Rodriguez brings over two decades of invaluable experience and knowledge as a real estate professional in Southern California - as well as an extensive background in leadership and business consulting across North America with previous corporate roles with eXp Realty, Coldwell Banker Residential Brokerage, Keller Williams Realty and Re/Max along with a couple independent boutique brokerages, providing him a perspective in which he best understands the value of the agent and real estate brokerage partnership. Sam most recently led the exponential growth at eXp Realty from 2,600 agents in 2017 in North America to over 65,000 agents internationally! Sam has also been an accomplished Realtor in Southern California where he operated a small sales team. Sam is the founder and host of the HiiVE real estate podcast, where he hosts many National real estate influencers and top producers. Sam's recent entry into the world of finance as a founding partner of the mortgage industries first ever fully compliant revenue share model for Loan Originators, Branch Managers and Realtor partners, creates a financial alignment and wealth building never seen before in lending.
We take a look at the findings from MGIC's soon-to-be-released 2022 Loan Originators Survey Report with MGIC Senior Business Partner Stephanie Budnik.We surveyed loan originators to learn:Where LOs focus their outreach effortsThe top marketing mediums for originatorsHow LOs overcome the challenges facing borrowers over the past yearHow LOs generate referralsThanks for listening to Mortgage Connects, an MGIC podcast. If you have questions, comments, or want to get involved, send an email to mortgageconnects@mgic.com.Looking for even more expert insights? Check out our mortgage industry blog, MGIC Connects. Subscribe today so you don't miss out on the latest! Subscribe | MGIC Connects
Join Byron Allen as he sits down with Scott Emrich, the Chief Director of Loan Originators for American Life Financial, to discuss the importance of a commercial mortgage broker. When it comes to the search for funding, many borrowers feel as if they can conduct the search for a good lender on their own. While a borrower certainly can find lenders, there are major benefits to finding a commercial mortgage broker that can do it for you. Scott takes the time to explain what a borrower should look for in a good commercial mortgage broker. Check us out at: https://fundingquest.showbuilder.com/ https://www.facebook.com/Funding-Quest-Podcast-101842922454391 https://www.linkedin.com/company/79162134/ https://twitter.com/quest_funding
IN THIS EPISODE, Tim sits with Executive Mortgage Coaches Julie Weix and Scott Bertone from Performance Experts to discuss how they help their amazing clients strip away the invisible barriers that hold them back from living their full potential in business and life. You will learn.. The Massive Benefit of Professional Coaching Removing Blocks & Belief Patterns that Hold You Back Critical traits of a GREAT Leader Leader Impeccability and the Payoff Expectations vs. Agreements - Why agreements are so important. Importance of Strong Routine for Energy Renewal SELF CARE. How to ASK for and GIVE yourself what you need in your life. WHO IS JULIE WEIX Julie is an Executive Coach for Performance Experts and Co-facilitator of the L360 Signature Program and L360 Masters Program, She leads our clients in deepening their self-awareness and business skillsets to produce results effectively and achieve goals. She coaches 30+ of the Nation's top-producing Loan Originators. You can see Julie's full bio here: Julie Weix BIO WHO IS SCOTT BERTONE Scott Bertone is an Executive Coach for Performance Experts for the L360 Signature Program and L360 Masters Program, He leads our clients in deepening their self-awareness and business skillsets to produce results effectively and achieve goals. He coaches 30+ of the Nation's top-producing Loan Originators. You can see Scott's full bio here: Scott Bertone BIO BROUGHT TO YOU BY PERFORMANCE EXPERTS: Providing Mortgage Coaching for the Professional Who Wants a Great Business & Better Life CELEBRITY HOME LOANS: Where Everyone Gets Treated Like a Star®
CrossCountry Mortgage has been accused of systematically raiding multiple lending companies, including loanDepot, Caliber Home Loans, and Guild Mortgage Company, by poaching their employees, misappropriating trade secrets, and diverting thousands of mortgage loan customers. CrossCountry has neglected to comment on the matter, but one former branch manager who made the move from Guild to CrossCountry justified his decision by claiming he was bullied by former colleagues.
Deep Dive attempts to paint a clearer picture of the people behind the mortgage industry. Through a series of interviews with Loan Originators, Real Estate Agents, Processors, Underwriters, and Leadership we attempt to understand the people who help build one of the biggest industries in the world.On today's show, we speak with Branch Manager and Loan Originator, Nick Principe about his journey to the mortgage industry, being recognized as a Top Originator by Scotsman Guide, and advice for young people starting out. Nick Principe( NMLS #1537716) is a Branch Manager at Princeton Mortgage.
As mortgage loan originators, we have people asking us every day if we're headed towards a housing market crash and if they should wait to buy a home until after the bubble bursts. This episode we look to answer all common home buyer questions as well as provide a housing market update. If you are looking to purchase or refinance a home, please email us at elevateclepod@gmail.com with the subject line “Looking to purchase/Refinance a home” or visit: Apply Here | Liberty Home Mortgage to apply! Chris Doyle, NMLS #1738201 Dominic DiFranco, Jr., NMLS #1714628 Liberty Home Mortgage NMLS #11147622
Deep Dive attempts to paint a clearer picture of the people behind the mortgage industry. Through a series of interviews with Loan Originators, Real Estate Agents, Processors, Underwriters, and Leadership we attempt to understand the people who help build one of the biggest industries in the world.On today's show, we speak with Branch Manager and Loan Slayer, Fred Lahm about his life in music, being a father, and his journey to the mortgage industry! Frederick Lahm ( NMLS #113856 ) is a Branch Manager at Princeton Mortgage.
Deep Dive attempts to paint a clearer picture of the people behind the mortgage industry. Through a series of interviews with Loan Originators, Real Estate Agents, Processors, Underwriters, and Leadership we attempt to understand the people who help build one of the biggest industries in the world.On today's show, we speak with Producing Branch Manager John Lin about his time in the military (including picking the Marines because of the uniforms!), his time as a team, and his journey into the mortgage industry. John Lin ( NMLS #2013416 ) is a Producing Branch Manager at Princeton Mortgage.
Deep Dive attempts to paint a clearer picture of the people behind the mortgage industry. Through a series of interviews with Loan Originators, Real Estate Agents, Processors, Underwriters, and Leadership we attempt to understand the people who help build one of the biggest industries in the world.On today's show, we speak with Pittsburgh Branch Manager Jennifer Burnett about her life growing up, her love of Pittsburgh, and how she has grown to be one of the most successful Loan Originators in the country. Jennifer Burnett ( NMLS# 946084) is a Branch Manager at Princeton Mortgage.
Morning Motivation is an ongoing conversation with Mark Gordon, the Chief Revenue Officer of one of the fastest-growing mortgage banks in the industry: Princeton Mortgage. Mark rings his blunt yet heartfelt take on sales, loan origination, business, and the mortgage industry as a whole.Today's topic: advice for Loan Originators, how to handle a shrinking market, and focusing on goals that lead to a better life.
Deep Dive attempts to paint a clearer picture of the people behind the mortgage industry. Through a series of interviews with Loan Originators, Real Estate Agents, Processors, Underwriters, and Leadership we attempt to understand the people who help build one of the biggest industries in the world.On today's show, we speak with Tennessee Branch Manager Joshua Purvis about his life growing up in a house on 40 acres of forest, his journey to the mortgage industry, and his solo thru-hike of the Appalachian Trail! Joshua Purvis (NMLS# 1456661) is a Branch Manager at Princeton Mortgage.
Deep Dive attempts to paint a clearer picture of the people behind the mortgage industry. Through a series of interviews with Loan Originators, Real Estate Agents, Processors, Underwriters, and Leadership we attempt to understand the people who help build one of the biggest industries in the world.On today's show, we speak with Senior Account Executive Josh Teti about his life in soccer, his journey through (every single job in) the mortgage industry, and how he views business. Josh is a 2021 Scotsman Guide Top 60 Wholesale AE and one of the most genuine people I have ever had the pleasure to interview!Joshua Teti (NMLS# 1683722) is an AE at Princeton Wholesale.
Morning Motivation is an ongoing conversation with Mark Gordon, the Chief Revenue Officer of one of the fastest-growing mortgage banks in the industry: Princeton Mortgage. Mark rings his blunt yet heartfelt take on sales, loan origination, business, and the mortgage industry as a whole.Today's topic: after the busiest year of their lives, many LO's are considering leaving the industry. What is going on?
Deep Dive attempts to paint a clearer picture of the people behind the mortgage industry. Through a series of interviews with Loan Originators, Real Estate Agents, Processors, Underwriters, and Leadership we attempt to understand the people who help build one of the biggest industries in the world.On today's show, we speak with New Jersey Loan Originator Nicola Dolin about growing up as an only child, forging your own path in your career, and remembering the importance of staying grounded. Nicola "Niki" Dolan, Mortgage Loan Originator, NMLS 38774, is licensed in NJ, PA, MD, and FL439 Grand Avenue. Ewing, NJ 08628https://www.nicoladolin.princetonmortgage.com/
Deep Dive attempts to paint a clearer picture of the people behind the mortgage industry. Through a series of interviews with Loan Originators, Real Estate Agents, Processors, Underwriters, and Leadership we attempt to understand the people who help build one of the biggest industries in the world.On today's show we speak with Pennsylvania Loan Originator Barbara Sedunov about growing up in a small town, how the industry has changed, and what she has learned along the way!Barb Sedunov, Mortgage Loan Originator, NMLS# 141527, is licensed in PA3495 Butler Street Suite 200 & 201 Pittsburgh, PA 15201https://www.barbsedunov.princetonmortgage.com/
NAMB's 2022 Economic Outlook / ForecastAsking from a Broker's perspective …Which segment or segments of our business do you anticipate the most growth from in 2022? Where should I be spending my marketing dollars?We're anticipating a decline in volume next year so I'm looking to shift some fixed costs to variable. What is your take on contract processing and any advice on how to initiate and transition processing to third party?I'm looking to replace revenue by recruiting and training brand new Loan Originators directly out of college. How would you advise a brand new LO to begin their business? Any tips on shortening the success curve to achieve quicker ROI?COVID restrictions have loosened and my LO's are anxious to get back out there and network in person. Has that landscape changed? In your opinion, what three or four associations/clubs/events should they start with to gain the most traction?Talk to us more about NAMB's ALL OUT PositionFrom NAMB's perspective --- A lot of wholesale lenders talk about supporting mortgage brokers. As the President of NAMB and a valued Fairway Wholesale Lending broker, what more can we do to directly support you and the Mortgage Broker Community? What would you like to see from us in 2022?
On this episode we dive in with one of Madison Mortgage's own Loan Originators, Anthony Grosso. As a former NY Port Authority Officer, he transitioned into Real Estate and Mortgages to build out the life he wanted. Listen in as he tell us his story, as well as how he runs his business for optimal success.
651: Lessons Learned from Scaling 10x in 3 Years , Brian Covey, LoanDepot Lessons Learned from Scaling 10x in 3 Years Brian Covey, loanDepot – The Sharkpreneur podcast with Seth Greene Episode 651 Brian Covey Brian Covey is one of the Southeast's top mortgage professionals. As the Vice President of Regional Production for TN, AL, MS and LA Sales Teams, Brian's days are spent coaching, mentoring, and training Loan Originators in order to consistently achieve their personal, professional, and financial objectives, as well as the needs of their clients. Leading the region with industry expertise and a passion for growth, Brian has maintained and expanded the founding Nashville team and introduced loanDepot into new markets from Memphis to Birmingham all the way down to Baton Rouge, Louisiana. With a background in coaching and recruiting, Brian constantly challenges his team to strive for more and helps each assistant, consultant, and manager reach their full potential. Whether it's assisting managers with their pipeline or assisting consultants with their files, Brian believes in giving each team member and home buyer an exceptional experience. Listen to this illuminating Sharkpreneur episode with Brian Covey about lessons learned from scaling 10x in 3 years. Here are some of the beneficial topics covered on this week's show: ● How having a growth mindset allows businesses to grow rapidly. ● Why adaptability and recognizing opportunities is important for business owners. ● Why being a good leader means knowing what your team members want. ● How coached leaders who are intentional about their growth over perform. ● Why people should never be afraid to ask for opportunities. Connect with Brian: Guest Contact Info Instagram @thebriancovey Facebook facebook.com/brian.covey.1422 LinkedIn linkedin.com/in/brian-covey Links Mentioned: briancovey.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Get your ticket for Todd Duncan's Irrefutable live stream! toddduncan.com/irrefutable-livestream/ In this week's podcast, Todd Duncan speaks with RJ Crosby, a producing Branch Manager for a top performing branch with Benchmark Mortgage around scaling success. For 14 consecutive years, RJ has been recognized by ‘Mortgage Originator Magazine' and the ‘Scotsman Guide' as being in the top 1% of Loan Originators in the Nation. Having a desire to help people keeps RJ in this industry, he talks about how in his mind, it's more than just selling homes, it's finding a place for people to create memories. As a branch manager RJ Crosby loves creating culture though helping his team win by teaching best practices. Listen to this podcast to learn about the power of observation, being a leader by helping people, and how to create a winning team by helping your team win.
Today's podcast is sponsored by Symmetry Lending, the mortgage industry's HELOC experts. With a dedicated focus on Piggyback and Stand-Alone HELOCs, Symmetry brings a valuable tool to every mortgage broker and banker. The Symmetry HELOC provides Loan Originators with a product that perfectly complements their 1st mortgage, following Agency Guidelines with minimal overlays. And best of all, Originators can enjoy Symmetry's HELOC as a solution to retain control of their customer relationships. To learn more about Symmetry's HELOC, visit symmetrylending.com and click on Knowledge Center.
Today's podcast is sponsored by Symmetry Lending, the mortgage industry's HELOC experts. With a dedicated focus on Piggyback and Stand-Alone HELOCs, Symmetry brings a valuable tool to every mortgage broker and banker. The Symmetry HELOC provides Loan Originators with a product that perfectly complements their 1st mortgage, following Agency Guidelines with minimal overlays. And best of all, Originators can enjoy Symmetry's HELOC as a solution to retain control of their customer relationships. To learn more about Symmetry's HELOC, visit symmetrylending.com and click on Knowledge Center.
Today's podcast is sponsored by Symmetry Lending, the mortgage industry's HELOC experts. With a dedicated focus on Piggyback and Stand-Alone HELOCs, Symmetry brings a valuable tool to every mortgage broker and banker. The Symmetry HELOC provides Loan Originators with a product that perfectly complements their 1st mortgage, following Agency Guidelines with minimal overlays. And best of all, Originators can enjoy Symmetry's HELOC as a solution to retain control of their customer relationships. To learn more about Symmetry's HELOC, visit symmetrylending.com and click on Knowledge Center.
Today's podcast is sponsored by Symmetry Lending, the mortgage industry's HELOC experts. With a dedicated focus on Piggyback and Stand-Alone HELOCs, Symmetry brings a valuable tool to every mortgage broker and banker. The Symmetry HELOC provides Loan Originators with a product that perfectly complements their 1st mortgage, following Agency Guidelines with minimal overlays. And best of all, Originators can enjoy Symmetry's HELOC as a solution to retain control of their customer relationships. To learn more about Symmetry's HELOC, visit symmetrylending.com and click on Knowledge Center.
Today's podcast is sponsored by Symmetry Lending, the mortgage industry's HELOC experts. With a dedicated focus on Piggyback and Stand-Alone HELOCs, Symmetry brings a valuable tool to every mortgage broker and banker. The Symmetry HELOC provides Loan Originators with a product that perfectly complements their 1st mortgage, following Agency Guidelines with minimal overlays. And best of all, Originators can enjoy Symmetry's HELOC as a solution to retain control of their customer relationships. To learn more about Symmetry's HELOC, visit symmetrylending.com and click on Knowledge Center.
Income (https://bit.ly/30FQesK) es un novedoso marketplace de crowdlending estonio con énfasis en la selección y control de los Originadores de préstamos (Loan Originators) y mecanismos novedosos de gestión de riesgo como el Cashflow Buffer que lo convierten en una interesante propuesta para invertir en P2P. ATENCIÓN: Súmate a nosotros y apúntate AHORA en esta plataforma de crowdlending usando nuestro enlace exclusivo (https://bit.ly/30FQesK) escríbenos y llévate nuestra Guía de Plataformas Crowd en PDF totalmente gratis. ★ Si quieres, puedes leer nuestra review completa de Get Income Marketplace en https://todocrowdlending.com/income/, con absolutamente todos los detalles acerca de esta plataforma de crowdlending incluyendo: GetIncome.com Review – Parámetros de Rendimiento Críticos Opinión y Análisis Opinión Income Marketplace P2P Reseña Ventajas de GetIncome.com – Puntos Fuertes Debilidades y Aspectos a mejorar – Opiniones Income Foro ...y mucho más, entra en: https://todocrowdlending.com AVISO: Toda la información en este vídeo son meramente opiniones como inversores y usuarios de esta plataforma y NO deben interpretarse como recomendaciones de inversión. Toda inversión implica riesgo y está sujeta al riesgo de perder dinero.
We’re in a covid cocoon right now and many people have made the mistake of putting their business fundamentals on pause. We have one of two choices, we can let this pandemic stop us from growing, or we can work on ourselves, nurture our relationships, strengthen our safety net, and come out of this stronger. If we get into concentration and focus now, we are guaranteed to always be in momentum under any market condition. What are some of the key areas loan officers have been overlooking because of the pandemic and the busy refi market? Why is it so important to nurture relationships with Realtor partners right now? In this episode, mortgage industry author, speaker, consultant, and entrepreneur Jen Du Plessis talks about how we can be more intentional about the fundamentals of our business. Three Things You’ll Learn In This Episode How to take ownership for not nurturing your relationships: Many loan officers could have done a better job at keeping in touch with their Realtor business partners this year, and we should own that. When we do reach out, it’s okay to admit that. It’s more honest and authentic, and people will appreciate it. Why we have to have a database of people we like: The majority of your deals next year are in the loans you’ve done before, not just for repeat business, but for referrals. That’s why we need to stay in touch with our database of past clients. The problem is, we’re often held back from getting in touch with our database because of one or two people we don’t like. Remove those people from your database so that you want to get in touch with everyone else. How to interrupt bad habits: Creating better habits is the key to growing through the covid crisis. We have to recognize a bad habit and shift by replacing it with a good habit. If we gamify our ability to stick to good habits, we can make positive changes. Guest Bio: Jen is an author, speaker, consultant, and entrepreneur in the mortgage industry. She is also the principal and Kinetic Spark Consulting. Jennifer began her career in 1983. A veteran of the industry, she has served in multiple high-level management roles, holds a Commercial Lending Certificate, is a Certified Instructor for VAR, and sits on various boards both in and out of the lending industry. Jennifer attended Colorado State University as well as the Denver Institute of Technology with a concentration in Construction Design/Architecture. She has been featured in the Washington Post, the Washington Times, and on Good Morning America, and was recognized in Loan Origination Magazine’s Top 200 Loan Originators in the USA in 2012, putting her in the top 1% of all loan originators in the country. She has transitioned from traditional mortgage lending and is continuing to pursue her speaking and coaching passion. For more information visit https://www.jenduplessis.com/, text STRATEGY TO 66866 to schedule a consultation, and download 7 Strategies to Transform Your Business Mindset here.
The momentum of the current real estate market has created unprecedented production for mortgage professionals, but this short-term gain cannot be confused with long-term sustainability. The LOs that don’t have the safety net of a solid business underneath that momentum are not only at risk of a collapse, they are also experiencing significantly higher rates of burnout. People simply weren’t prepared for the rapid ramp-up of a low-interest market and while the volumes have been great, we can’t overlook the negative impacts. Even in an incredible market, we can’t ignore the challenges loan officers are facing. What are some of the specific things that are leading to the massive burnout we’re seeing in our industry? How can we mitigate the emotional and psychological effects of this market? In this episode, mortgage industry author, speaker, consultant, and entrepreneur Jen Du Plessis returns to Beyond Mortgage. She talks about common mistakes people are making in this high production market, and how she’s coaching people around them. Three Things You’ll Learn In This Episode The challenges presented by a really good market: Loan officers experienced an explosion in production. If you haven’t formulated an actual business practice, you’ll end up reacting, and not actually concentrating on sustainable business practices. Not only is this leading to burnout, it also means this short-term success will eventually collapse and hurt you in the long run. How to build a more balanced life: We have a tendency to build the business to make it the strongest part of our lives, then allow for everything else to form around it. We need to invert that and make our health and relationships the center and the strong part, and build the business around those fundamentals. The connection between the virtual workplace and burnout: Human beings don’t just communicate with words, we also communicate non-verbally. When the world shifted into a virtual workspace, we were cut off from a huge portion of what makes us communicate more effectively. To counter this, we should never do a call without video, we should always position ourselves in the center of the screen, and be more animated when we talk. Guest Bio: Jen is an author, speaker, consultant, and entrepreneur in the mortgage industry. She is also the principal at Kinetic Spark Consulting. Jennifer began her career in 1983. A veteran of the industry, she has served in multiple high-level management roles, holds a Commercial Lending Certificate, is a Certified Instructor for VAR, and sits on various boards both in and out of the lending industry. Jennifer attended Colorado State University as well as the Denver Institute of Technology with a concentration in Construction Design/Architecture. She has been featured in the Washington Post, the Washington Times, and on Good Morning America, and was recognized in Loan Origination Magazine’s Top 200 Loan Originators in the USA in 2012, putting her in the top 1% of all loan originators in the country. She has transitioned from traditional mortgage lending and is continuing to pursue her speaking and coaching passion. For more information visit https://www.jenduplessis.com/, text STRATEGY TO 66866 to schedule a consultation, and download 7 Strategies to Transform Your Business Mindset here.
Brian Vieaux, President, FinLocker discusses How do you Drive LOs to be Top of Mind in their Marketplace. Highlights include: what is the LO doing to be digitally relevant to the consumer; content must be personal to an individual; it's critical to offer value added content; how do you become a local expert and what technology will you use to differentiate yourself in 2021. Brian has over 28 years in the mortgage industry and you will want to listen to him talk about these important topics for 2021.
In this episode 070 of The Win-Win Effect™ Podcast, Chris Ross and Wes Baiz break down the importance of True Leadership with Former Professional Soccer Player, Forbes Real Estate Council Member, Sales Expert, Brian Covey. Brian is one of the Southeast's top mortgage professionals. As the Vice President of Regional Production for TN, AL, MS and LA Sales Teams, Brian's days are spent coaching, mentoring, and training Loan Originators in order to consistently achieve their personal,Leading the region with industry expertise and a passion for growth, Brian has maintained and expanded the founding Nashville team and introduced loanDepot into new markets from Memphis to Birmingham all the way down to Baton Rouge, Louisiana. With a background in coaching and recruiting, Brian constantly challenges his team to strive for more and helps each assistant, consultant, and manager reach their full potential. Whether it's assisting managers with their pipeline or assisting consultants with their files, Brian believes in giving each team member and home buyer an exceptional experience. If you are looking to join a company focused on superior customer service, innovative technology, and on-time closings please contact Brian Covey today to learn more about the opportunities in your area. Check out Chris Ross guest appearance on Brian Covey Podcast Show ===> https://fb.watch/1J-gSk3A8e Connect with and JOIN FREE COMMUNITY Community Content Expand All Onboarding 8 Topics Expand Section Content 0% Complete 0/8 Steps What to Do First The Bold Promise Why Podcasting The Commitment The Reward The Value of Community Partner Roadmap Pre-Placement Course Checklist (Equipment, Tips for Recording) 6 Topics Expand Section Content 0% Complete 0/6 Steps Virtual Professionalism MicroStudio Set Up & Take Down How to Record a High-Quality Podcast WAV vs MP3 Podcast Editing Best XLR Microphones for Podcasters Budget Evaluation Create Website Podcast Hosting with Blubrry Livestreaming with StreamYard Hire a Producer for Your Show Music for Your Show Editing Team (Post Production) Social Media Engagement Giphy Account Post on Your Show Clips with Repurpose IO How to Leverage Instagram Increase Download Strategies 14 Topics Expand Section Content 0% Complete
Stop Talking, Take Action, Get Results. Business and Personal Growth with Jen Du Plessis
Many people think that it’s never good to say no to a potential partner or client, but in reality, you need to choose who you deal with carefully. As an aspiring loan originator, this is critical and Jennifer Otto, a Certified Mortgage Planner, joins Jen Du Plessis in this episode to explain her methods for choosing the best fit for you and your business. She gives away what she believes to be the secret sauce behind her success as a loan officer, and that’s getting yourself the right coach that will resonate with you. She talks about the different benefits of having a coach in this field and why it should be the first step you need to take. Learn why you don’t have to chase after every realtor’s business and how building the right relationships is much better.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Mortgage Lending Mastery Community today:kineticsparkconsulting.comBecome a MLM Gold Member!MLM Membership
In this interview, Melissa and Albert talk about how Melissa did to become this month's top performer closing 10 deals. Melissa talks about her past work before working in the mortgage industry, working in Corporate America feeling very comfortable making $50-60K a year, having a 401K and benefits. Buying a home in her 20s and selling it in her late 20s and making $150K. Traveled a lot and losing all the money. She talks about how buying a home was an impulsive decision and not really overthinking. And starting at The Mortgage Guys in 2017 after spending all her money from the property. Melissa talks about feeling in a shell and not taking action even though she had the information. Melissa talks about her social media audience being mainly single moms and how this medium has helped her the most leads that later turned into clients. She talks about hiring a person and how that was extremely important to have her biggest month. Having the courage to go out and execute. Melissa then talks about affirmations and dream boards and how powerful they are. Hard work and super clean on what she wanted. It's not rocket science. Follow Melissa on social media: https://www.instagram.com/melissacbarajas ________ Visit the official DRIVEN Website: https://www.drivenevent.com/ ________ Follow Albert on social media: Website: https://www.albertpreciado.com Facebook: https://www.facebook.com/thealbertpreciado Instagram: https://www.instagram.com/thealbertpreciado Linkedin: https://www.linkedin.com/in/thealbertpreciado
There may not be a more passionate evangelist for the benefits of Reverse Mortgages anywhere than our special guest, Loren Riddick. Riddick, Thrive Mortgage's National Director of Reverse Lending, shares with James and Raul about his journey from college athlete to the world of residential finance.Like most Loan Originators, many years ago, Loren entered into his mortgage career with very little knowledge of what distinguished a Reverse Mortgage from any other product. Over time, Loren began to educate himself and see the value the Reverse product brought to Seniors. How it opened up new opportunities for financial freedom.In our interview, we cover several of the common myths associated with Reverse lending and uncover how it can actually transform retirement financing for so many homeowners. Whether you are a Senior contemplating your financial situation, an estate or financial planner, a Realtor, or another real estate professional... we invite you to listen in to hear a great conversation about the work that Loren and his team are doing to educate so many about the benefits of Reverse Mortgages. If you have any questions or want to learn more, reach out to Loren Riddick directly or find him on Social Media: Email: Loren.Riddick@ThriveMortgage.comFacebook: Senior Freedom by Thrive MortgageLinkedIn: Loren Riddick, CRMPFor questions or to suggest other topics you'd like to hear more about or to learn more about Thrive Mortgage, please contact us at Thrivenomics@ThriveMortgage.com. Thanks for tuning in!
In this episode, Devi chats with Jen Du Plessis about "Priority Management". Jen is the Founder of Kinetic Spark Consulting, Black Fox Investments, and Valor Home Solutions. She the Author of “LAUNCH! How to Take your Business to New Heights,” and her just released book “Business Boosts” where she collaborated with 12 other national speakers. Her next book “From Success to Significance - Life After Breaking through Glass Ceilings,” will be released in Spring of 2020. She is also the host of first mortgage specific and top-rated Podcast “Stop Talking, Take Action, Get Results!” Jen spent over 35 years in residential mortgage lending and was ranked in the top 1% of Loan Originators in the U.S. for many years; as well as being in the Top 200 for 4 years. She is a self-proclaimed serial entrepreneur with extensive leadership and sales experience. Today, Jen is a highly sought after national and international Speaker and Coach (traveling with and sharing stages with Tony Robbins, Les Brown, Barbara Corcoran, Darren Hardy, Magic Johnson, and many more international personalities); who specializes in creating Lifestyle Businesses to help solopreneurs, sales professionals, mortgage loan originators, and realtors to multiply their results in record time, while maintaining a commanding and prosperous personal lifestyle. Her mission is to help people identify and then align their core values to enable them to attain more value everywhere in their lives (Personal, Health, Finance, Relationships, and Business), resulting in the ability to make concise business decisions to create an amazing lifestyle first, and then designing a successful business to fit into that lifestyle. Jen has been seen and heard on Good Morning America, Sirus/XM Radio, Voice America, Federal News Radio, and Mortgage News Network. Jen has been featured in such publications as The Wall Street Journal and The Washington Post; And she is a regular contributor for Mortgage Executive Magazine and Mortgage Women Magazine. And, today she is here joining us on the Spiritual Entrepreneur. Connect with Jen and get her FREE Gift @ https://www.jenduplessis.com/7strategies Please SUBSCRIBE to our show on your favorite Podcatcher to receive the latest episodes as they are released! Happy Listening!
Agent Marketer Podcast - Real Estate Marketing for the Modern Agent
On this episode my good friend and President of FinLocker, Brian Vieaux, joins me to discuss the importance of Loan Originators getting to the consumer first. We also talk about how with COVID-19, FinLocker is in the perfect position to help Originators add value up front, stay in front of prospects, and offer customer lifetime value.
As an ambitious entrepreneur, have you ever found yourself trapped on a never-ending treadmill of fire-drill tasks? It’s a bit of a conundrum – you have so much passion for your business and the work you do that you literally could work every minute of the day. But did you really want to re-create a JOB for yourself? Jen DuPlessis found herself watching her family’s life through the window -- she repeatedly got pulled away to take phone calls and handle “emergencies.” Deep down inside she knew that having a business that required so much of her was not the end goal and she set out to redesign her life to fit with her lifestyle goals. On Amplify Your Success Podcast episode 169, join Jen and I as we share our personal insights and important steps to take so that you stop sabotaging your life and start enjoying more of it! Be sure to join the Amplify Your Success Community to share YOUR lifestyle goals! Key Takeaways >> What is Lifestyle Business Mastery is and how it’s a gamechanger if you are burned out, chronically overwhelmed or missing out on important events in your life. >> Why your personal values are an important compass for every business decision you make. >> The pivotal moment that redefined everything for Jen and caused her to put her life goals first. >> How to shift gears from over-worked from the JOB you created for yourself into a lifestyle business. About The Guest International Speaker, Top Selling Author, Coach, Podcast Host, Jen DuPlessis is the Founder of Kinetic Spark Consulting, Black Fox Investments, and Valor Home Solutions. She the Author of “LAUNCH! How to Take your Business to New Heights.” She is also the host of first mortgage specific and top-rated Podcast Mortgage Lending Mastery. She spent over 35 years in residential mortgage lending and was ranked in the top 1% of Loan Originators in the U.S. for many years; as well as being in the Top 200 for 4 years. She is a self-proclaimed serial entrepreneur, sharing stages with Tony Robbins, Les Brown, Barbara Corcoran, Darren Hardy, Magic Johnson, and many more -- and specializes in creating Lifestyle Businesses to multiply their results in record time, while maintaining a commanding and prosperous personal lifestyle. She has appeared on Good Morning America, Sirus/XM Radio, and Voice America Radio. Jen has been featured in such publications as The Wall Street Journal and The Washington Post; And is a regular contributor for Mortgage Executive Magazine and Mortgage Women Magazine. Resources Mentioned in This Episode: www.jenduplessis.com/7Strategies Amplify Your Success Community
In today’s episode I get to interview the phenomenal YouTube sensation, author, speaker, and self-professed introvert entrepreneur, Evan Carmichael, who is widely known for his Top 10 Rules for Success which are favorites of mine. We discuss his new book Built to Serve the momentum success requires, as well as how Loan Originators can make a massive impact beyond just helping someone make a financial transaction. Evan believes in entrepreneurs. At 19, he built then sold a biotech software company. At 22, he was a venture capitalist helping raise $500k to $15mil. He now runs the biggest YouTube channel for entrepreneurs with 2M+ subscribers, wrote 4 books & speaks globally. He wants to solve the world's biggest problem. He's set 2 world records, uses a trampoline & stand-up desk, owns Canada's largest Salsa Dance Studio & has a giant Doritos bag in front of him all day long to remind him that he’s stronger than the Doritos. Toronto is his home. He's a husband, father, TSM fan & Teemo Main. Follow us on social media for marketing tips, and don't forget to "enable Mortgage Marketing Expert" on Amazon Alexa to get our Marketing Minute flash briefing. MME is a founding member of the Industry Syndicate Podcast Network – Industry Syndicate mobile app NOW AVAILABLE in Apple & Google app stores.
On this episode of the Next Level Loan Officers Podcast, Sean Zalmanoff, Kellen Vaughan, Shane Kidwell, and Jason Frazier discuss the Year in Review and the outlook for 2020. The NLLO team also talk about upcoming events, company growth, and the forces within the industry that we are fighting against. Also just a quick teaser on the massive changes coming to mortgage industry in 2020, specifically focused on fortifying the Loan Originators value and position within this industry.
I have conversations all the time with Loan Originators who are thinking about bringing on an assistant. They realize they need some help to grow, but they haven’t made the leap yet... Which is why I’m excited about our special guest today - Dan Anchetta! He’s based out of Northern California, he’s done more than most in 3 short years so break out the notebooks as we unpack everything that led him to hire his first assistant and why it’s been so beneficial for his business. Episode Resources:
Jen Du Plessis is a highly sought after national and international speaker, best selling author, consultant, trainer, and coach. She has been named in the Top 1% and Top 200 Loan Originators in the US, is the Founder and host of the weekly Podcast Mastering Your Greatness and Author of LAUNCH! The CEO of Kinetic Spark Consulting catches up with Lou Diamond after the two of them shared the stage together at a big event in NYC. *** Connect to Lou Diamond: www.loudiamond.net Subscribe to Thrive LOUD: www.thriveloud.com/podcast
Jen is the Founder of Kinetic Spark Consulting, Black Fox Investments, and Valor Home Solutions. She the Author of “LAUNCH! How to Take your Business to New Heights.” She is also the host of first mortgage specific and top-rated Podcast Mortgage Lending Mastery. She spent over 35 years in residential mortgage lending and was ranked in the Top 200 Loan Originators in the U.S. and in the top 1% for over 15 years. She is a self-proclaimed serial entrepreneur with extensive leadership and sales experience. Today, she is a highly sought after international Speaker and Coach (sharing stages with Tony Robbins, Les Brown, Barbara Corcoran, Darren Hardy, Magic Johnson, and many more) who specializes in creating Lifestyle Businesses to help solopreneurs, sales professionals, mortgage loan originators and realtors to multiply their results in record time, while maintaining a commanding and prosperous personal lifestyle. She has appeared on Good Morning America, Sirus/XM Radio, and Voice America Radio. Jen has been featured in such publications as The Wall Street Journal and The Washington Post; And is a regular contributor for Mortgage Executive Magazine and Mortgage Women Magazine. Website: www.jenduplessis.com FB- personal page https://www.facebook.com/jennifer.duplessis.52 FB-Business Page https://www.facebook.com/JenDuPlessis22/ LinkedIn https://www.linkedin.com/in/jenniferduplessis/
Jen is the Founder of Kinetic Spark Consulting, Black Fox Investments, and Valor Home Solutions. She the Author of “LAUNCH! How to Take your Business to New Heights.” She is also the host of first mortgage specific and top-rated Podcast Mortgage Lending Mastery. She spent over 35 years in residential mortgage lending and was ranked in the Top 200 Loan Originators in the U.S. and in the top 1% for over 15 years. She is a self-proclaimed serial entrepreneur with extensive leadership and sales experience. Today, she is a highly sought after international Speaker and Coach (sharing stages with Tony Robbins, Les Brown, Barbara Corcoran, Darren Hardy, Magic Johnson, and many more) who specializes in creating Lifestyle Businesses to help solopreneurs, sales professionals, mortgage loan originators and realtors to multiply their results in record time, while maintaining a commanding and prosperous personal lifestyle. She has appeared on Good Morning America, Sirus/XM Radio, and Voice America Radio. Jen has been featured in such publications as The Wall Street Journal and The Washington Post; And is a regular contributor for Mortgage Executive Magazine and Mortgage Women Magazine. Website: www.jenduplessis.com FB- personal page https://www.facebook.com/jennifer.duplessis.52 FB-Business Page https://www.facebook.com/JenDuPlessis22/ LinkedIn https://www.linkedin.com/in/jenniferduplessis/
Jen is the Founder of Kinetic Spark Consulting, Black Fox Investments, and Valor Home Solutions. She the Author of “LAUNCH! How to Take your Business to New Heights.” She is also the host of first mortgage specific and top-rated Podcast Mortgage Lending Mastery. She spent over 35 years in residential mortgage lending and was ranked in the Top 200 Loan Originators in the U.S. and in the top 1% for over 15 years. She is a self-proclaimed serial entrepreneur with extensive leadership and sales experience. Today, she is a highly sought after international Speaker and Coach (sharing stages with Tony Robbins, Les Brown, Barbara Corcoran, Darren Hardy, Magic Johnson, and many more) who specializes in creating Lifestyle Businesses to help solopreneurs, sales professionals, mortgage loan originators and realtors to multiply their results in record time, while maintaining a commanding and prosperous personal lifestyle. She has appeared on Good Morning America, Sirus/XM Radio, and Voice America Radio. Jen has been featured in such publications as The Wall Street Journal and The Washington Post; And is a regular contributor for Mortgage Executive Magazine and Mortgage Women Magazine. Website: www.jenduplessis.com FB- personal page https://www.facebook.com/jennifer.duplessis.52 FB-Business Page https://www.facebook.com/JenDuPlessis22/ LinkedIn https://www.linkedin.com/in/jenniferduplessis/
Jen is the Founder of Kinetic Spark Consulting, Black Fox Investments, and Valor Home Solutions. She the Author of “LAUNCH! How to Take your Business to New Heights.” She is also the host of first mortgage specific and top-rated Podcast Mortgage Lending Mastery. She spent over 35 years in residential mortgage lending and was ranked in the Top 200 Loan Originators in the U.S. and in the top 1% for over 15 years. She is a self-proclaimed serial entrepreneur with extensive leadership and sales experience. Today, she is a highly sought after international Speaker and Coach (sharing stages with Tony Robbins, Les Brown, Barbara Corcoran, Darren Hardy, Magic Johnson, and many more) who specializes in creating Lifestyle Businesses to help solopreneurs, sales professionals, mortgage loan originators and realtors to multiply their results in record time, while maintaining a commanding and prosperous personal lifestyle. She has appeared on Good Morning America, Sirus/XM Radio, and Voice America Radio. Jen has been featured in such publications as The Wall Street Journal and The Washington Post; And is a regular contributor for Mortgage Executive Magazine and Mortgage Women Magazine. Website: www.jenduplessis.com FB- personal page https://www.facebook.com/jennifer.duplessis.52 FB-Business Page https://www.facebook.com/JenDuPlessis22/ LinkedIn https://www.linkedin.com/in/jenniferduplessis/
This weeks guest is Jen Du Plessis. She began her long career in mortgage lending while in high school and continued to work through college. In the last 30+ years, she has been a delegated underwriter for the FHA, Veterans Administration, and both Fannie Mae and Freddie Mac. For the past 16 years, she has been the Principal of The Kirney Team, working with her husband Brian (for the past 15 years) and Son Kirk (for the past 7 years). She has been featured in such publications as The Wall Street Journal and The Washington Post, and on Good Morning America, Sirius/XM Radio and Federal News Radio; and with speaking engagements at George Washington University as well as several Networking organizations in the Metro area, mortgage industry and non-specific industries as well. She and her team were named in the Top 200 Loan Originators in the US in 2012. In her workshops and training sessions she shares strategies she has applied in reaching her own goals ; while maintaining a balanced lifestyle. Through her group and personal coaching, she advises and guides her clients based on personal goals and abilities. she and her husband have lived in Virginia for 25 years. She is active in her church, loves taking short weekend trips to visit small towns, and large cities. Often you will find her on her property either picking wild berries to make jams/jellies, decorating, or target shooting. She is an avid reader, ballroom dancer, baker, traveler, boater, philanthropist and wine connoisseur. Book: https://www.amazon.com/Launch-Jennifer-Du-Plessis/dp/1684012236/ref=sr_1_3?keywords=launch+book+by+jen+du+plessis&qid=1566236221&s=gateway&sr=8-3 social media: @jenduplessis or @jenduplessis20 website: www.jenduplessis.com podcast: stop talking, take action, and get results Connect more with your host Samuel Knickerbocker at: https://www.facebook.com/ssknickerbocker/?ref=profile_intro_card https://www.instagram.com/ssknickerbocker/ https://howmoneyworks.com/samuelknickerbocker If this resonates with you and you would like to learn more please LIKE, COMMENT, & SHARE ———————————————————————————————————— Click The Link Bellow To Join My Legacy Builders Mastermind https://www.facebook.com/groups/254031831967014/ ———————————————————————————————————— Want to regain your financial confidence and begin building your legacy? In this ebook you will learn: - The 9 Pillars To Build A Legacy - Clarify you “why” - Create Daily Action Steps To Launch Forward Want Sam’s FREE E-BOOK? Claim your access here! >>> The 9 Pillars To Build A Legacy ————————————————————————————————————
Many middle-aged people I talk to feel stuck, whether it’s in their relationships, finances or health. What is causing this struggle? What are some of the steps we can take to overcome it? On this episode, mortgage industry veteran, author, trainer, and coach, Jen Du Plessis, shares how to avoid plateauing in business and life. Three Things We Learned From This Episode Why you need long-term goalsWithout a long-term goal you are more likely to get sucked into market trends, get caught up in spending money now instead of saving for the future. If we come up with a long-term goal, everything makes it so much easier. It creates clarity on the mission. What’s causing many people to feel stuck A lot of people are stuck because for the longest time, business came easy. Now things are more challenging and people who have been doing it for a long time are exhausted. To overcome it, we have to keep working hard and improving ourselves. Customer service vs. customer experienceMany people are too focused on customer service, but not on the customer experience. Customer service is the job, it’s what you do. Customer service goes above and beyond that, it’s about how you make them feel and what they say to about you to everyone else. The reason so many people are struggling to keep going in a changing industry is that they don’t want to bear down and really improve themselves. If you don’t do this, you won’t stick around and make it another 5,10 or 15 years. The market we’re in requires three things: hard work, building relationships and constantly striving to improve and get better. Guest Bio: Jen is an author, speaker, consultant and entrepreneur in the mortgage industry. She is also the principal and Kinetic Spark Consulting. Jennifer began her career in 1983. A veteran of the industry, she has served in multiple high-level management roles, holds a Commercial Lending Certificate, is a Certified Instructor for VAR, and sits on various boards both in and out of the lending industry. Jennifer attended Colorado State University as well as the Denver Institute of Technology with a concentration in Construction Design/Architecture. She has been featured in the Washington Post, the Washington Times, and on Good Morning America, and was recognized in Loan Origination Magazine’s Top 200 Loan Originators in the USA in 2012, putting her in the top 1% of all loan originators in the country. She has transitioned from traditional mortgage lending and is continuing to pursue her speaking and coaching passion. She is also the CEO of her Real Estate Investment firm, Valor Homes Solutions, LLC specializing in helping potential home sellers solve financial problems as well has providing owner financing for challenged buyers who would not normally qualify for traditional financing. Go to https://www.jenduplessis.com/ for more information.
Ana Maria Sanin Mortgage Connector, Branch and Hispanic Market Developer for NFM Lending is interviewed in this episode. Ana Maria's goal is to connect with Industry professionals(Loan Originators) who are open to learn more about the benefits and opportunities NFM Lending has to offer. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor --- Support this podcast: https://anchor.fm/moneymatters/support
I had dinner with Gary Vee last week, and I'll tell you all about it. On Jan 17th, I had the honor of speaking at Gary Vee's Agent2021 marketing event in Miami. It was an incredible event, and I learned far more than I ever thought I would. This week, I'm breaking down what I learned at Agent2021. All the key takeaways, all the amazing lessons, giving context to everything I learned. If you weren't able to make it to Agent2021 this year, you'll get brought up to speed on what was most impactful and most important. Spoiler alert: the #1 thing was that none of us, not even Gary Vee (according to him) is putting out enough content. We all need to do more content, more often, on more platforms. Facebook Ads were a big topic as well. When asked what he'd do if he started his own real estate brokerage tomorrow, Gary Vaynerchuk said he'd spend as much money as he possibly could on Facebook Ads. They're still just so undervalued, and so powerful. This was super validating for what we do and provide for real estate agents and loan officers with our Massive Agent Society. Then, the night before the event, I was blessed enough to have a chance to sit next to Gary Vee at dinner for 20-25 min. My good friend and Industry Syndicate co-founder Phil Treadwell was there as well, and luckily most everyone else at the table was pretty shy. We got to ask him about the Industry Syndicate, how to deal with stress, and just deeper dives into content creation and how to build a big personal (or team) brand. Get out a pad of paper or your iPad and get ready to take notes. Get access to our database of Facebook Ads for Agents and Lenders that have been proven to generate leads:https://www.massiveagentsociety.comWhy I Switched to eXp Realty:https://massiveagentpodcast.com/expDiscounts and Links to our Favorite Products & Services:https://massiveagentpodcast.com/resources/Follow us on Instagram:https://www.instagram.com/massiveagent/
The relationship between agent and LO can be a beautiful one! In fact it's better when it's that way. So here are three tips from a loan originator to keep in mind when working with clients and lenders.
In the current challenging mortgage market and with only a couple months of 2018 remaining, the importance of goal setting carries more weight than many Loan Originators may realize. In this episode, Greg shares his experience with goal setting, highlighting the importance of starting early, finding a focus, and including both personal and business goals that are attainable and measurable. Do not procrastinate! Guarantee your business and personal success by focusing your goals on achievable and measurable results.
Phil has extensive lending knowledge and experience, thankfully he’s here to share some of that knowledge with us today. He spends most of his time opening branches and coaching originators. Needless to say, he knows a lot about what originators are looking for when they are qualifying you. If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review! Best Ever Tweet: “Self employed borrowers can have great income, but it’s not necessarily verifiable on their tax return” - Phil Treadwell Phil Treadwell Real Estate Background: 15 year mortgage industry veteran, regional VP for Highlands Residential Mortgage Has been the top producing originator in a multi-state region Host of the Mortgage Marketing Expert Podcast Based in Bentonville, AR Say hi to him at Best Ever Book: Principles by Ray Dalio Get more real estate investing tips every week by subscribing for our newsletter at Best Ever Listeners: Do you need debt, equity, or a loan guarantor for your deals? Eastern Union Funding and Arbor Realty Trust are the companies to talk to, specifically Marc Belsky. I have used him for both agency debt, help with the equity raise, and my consulting clients have successfully closed deals with Marc’s help.
For many LOs, the beginning of every year is “Day One” in business. How do we get longevity and steady growth? What are habits and activities necessary for success? How do we break our threshold and grow with systems and leverage? On this episode, we talk to Jen Du Plessis about her incredible 35 years in the business and what she’s learned from this time. We need to be accumulating properties and personal and professional growth year after year so that we can expand our business. -Jen Du Plessis Three Things We Learned From This Episode Ethics are necessary for longevity There are many people in our industry who walk the line of ethics. But if we want any sustainability, it’s all about being ethical, because it will all come back to us. Take care of our brand, it’s precious. We need to buy our own product It doesn’t make sense for us to encourage people to buy homes and to help them if we don’t also do the same. It’s critical to have some kind of investment property, that’s how we create predictable income. Find our superpower and maximize The trifecta of success is doing what we love, what we’re excellent at and what makes financial sense for us. Being able to find out what this is gives us a superpower can leverage. There are two types of loan officers; those who have been in the business for 10 years but start over every single year, and those who grow steadily year after year. Who we are and where we are is determined by what we do. Our activities feed our goals and determine whether we achieve them. Successful people break down negative habits, replace them with good habits and stick to their routine. That’s what it takes to achieve longevity in this business! Guest Bio- Jen Du Plessis began her career in 1983. A veteran of the industry, she has served in multiple high-level management roles, holds a Commercial Lending Certificate, is a Certified Instructor for VAR, and sits on various boards both in and out of the lending industry. She has been featured in the Washington Post, the Washington Times, and on Good Morning America, and was recognized in Loan Origination Magazine’s Top 200 Loan Originators in the USA in 2012, putting her in the top 1% of all loan originators in the country. She has hosted her own podcast, Mortgage Lending Mastery, since 2015. She’s also the author of recently released book: 'Launch! How to Take Your Business to New Heights' Go to https://www.linkedin.com/in/jenniferduplessis/ or http://kineticsparkconsulting.com/ for more information.
Jen Du Plessis is a highly sought after speaker, author, consultant, trainer, and coach. She is the author of of “LAUNCH! How to Take your Business to New Heights” & founder/host of the Mortgage Lending Mastery Podcast. In Jen’s workshops and training sessions she shares strategies she has applied in reaching her annual goals, while still maintaining a commanding lifestyle. Jen advises and guides her personal coaching clients through systems, structure, implementation and goal setting based on her own experience. Jen began her mortgage career in 1983, after studying Architectural Design & Construction Engineering at Colorado State University. Jennifer has been featured in The Wall Street Journal and The Washington Post; and is a regular contributor to Mortgage Executive Magazine and Mortgage Women Magazine. She has been on Good Morning America, Sirius/XM Radio and Federal News Radio. Jennifer has been an adjunct Professor with several Universities in the Mid-Atlantic area. She has been named in the Top 1% and Top 200 Loan Originators in the US.
Stop Talking, Take Action, Get Results. Business and Personal Growth with Jen Du Plessis
On this episode, I get to sit down with Nathan Rufty, a mortgage loan originator who also runs a marketing and coaching company called Mortgage Marketing Pros. In this information-laden episode, tune in to hear some tips from Nathan about how to capitalize on your existing network to get those leads you need! Love the show? Subscribe, rate, review, and share! Here’s How » Join the Mortgage Lending Mastery Community today: jenduplessis.com Become a MLM Gold Member! MLM Membership
Stop Talking, Take Action, Get Results. Business and Personal Growth with Jen Du Plessis
On this episode, I get to sit down with Nathan Rufty, a mortgage loan originator who also runs a marketing and coaching company called Mortgage Marketing Pros. In this information-laden episode, tune in to hear some tips from Nathan about how to capitalize on your existing network to get those leads you need! Love […]
For over 30 years, Jen Du Plessis has been at the top of the mortgage lending industry. She has been named in the Top 200 Loan Originators in the U.S. more than five times and is the founder of Kinetic Spark Consulting, LLC. Jen is passionate about helping others in the mortgage and real estate industry offering educational training, consulting, and coaching. She has helped numerous clients achieve their personal, professional, and management goals. In this interview, you’ll learn: What it means to be a modern mortgage originator What is DNA of a successful loan officer How to move from loan officer to trusted adviser Selling advice vs. price Links we mentioned:
On today's podcast we invited Pete Mills, SVP of the MBA, to wrap-up our 8-week series on “GSE Reform” as well as give our listeners an update on “Transitional Licensing” for loan originators. We encourage our listeners to go back and listen to each one of the past seven podcasts on GSE reform. There's so much valuable and interesting information in each of the interviews on this very important topic. As normal, the first half of the program will feature, Joe Farr of MBSQuoteline providing you a rate & market update followed by Les Parker's Market-Logics Live, a macroeconomic perspective on the economy with a music parody. Next is Alice Alvey of Union Home providing a regulatory & legislative update followed by Sam Garcia of Mortgage Daily giving us a quick overview of the latest news stories impacting our industry. Then we wrap up the first half the program with Andy Schell, a/k/a “Profit Doctor” sharing ideas on how to improve your bottom line. Created BY mortgage professionals FOR mortgage professionals, our commitment is to bring to you, our listener, a fast-paced and highly informative 1-hour audio update on the important news and issues facing the mortgage industry. Our hope is that you will tell others about this program and share it with your friends and associates. I would enjoying hearing from you about the program and always welcome your suggestions for guests and topics. Your Host, David Lykken On today's podcast we invited Pete Mills, SVP of the MBA, to wrap-up our 8-week series on “GSE Reform” as well as give our listeners an update on “Transitional Licensing” for loan originators. We encourage our listeners to go back and listen to each one of the past seven podcasts on GSE reform. There's so much valuable and interesting information in each of the interviews on this very important topic. As normal, the first half of the program will feature, Joe Farr of MBSQuoteline providing you a rate & market update followed by Les Parker's Market-Logics Live, a macroeconomic perspective on the economy with a music parody. Next is Alice Alvey of Union Home providing a regulatory & legislative update followed by Sam Garcia of Mortgage Daily giving us a quick overview of the latest news stories impacting our industry. Then we wrap up the first half the program with Andy Schell, a/k/a “Profit Doctor” sharing ideas on how to improve your bottom line. Created BY mortgage professionals FOR mortgage professionals, our commitment is to bring to you, our listener, a fast-paced and highly informative 1-hour audio update on the important news and issues facing the mortgage industry. Our hope is that you will tell others about this program and share it with your friends and associates. I would enjoying hearing from you about the program and always welcome your suggestions for guests and topics. Your Host, David Lykken
On today's podcast we invited Pete Mills, SVP of the MBA, to wrap-up our 8-week series on “GSE Reform” as well as give our listeners an update on “Transitional Licensing” for loan originators. We encourage our listeners to go back and listen to each one of the past seven podcasts on GSE reform. There's so much valuable and interesting information in each of the interviews on this very important topic. As normal, the first half of the program will feature, Joe Farr of MBSQuoteline providing you a rate & market update followed by Les Parker’s Market-Logics Live, a macroeconomic perspective on the economy with a music parody. Next is Alice Alvey of Union Home providing a regulatory & legislative update followed by Sam Garcia of Mortgage Daily giving us a quick overview of the latest news stories impacting our industry. Then we wrap up the first half the program with Andy Schell, a/k/a “Profit Doctor” sharing ideas on how to improve your bottom line. Created BY mortgage professionals FOR mortgage professionals, our commitment is to bring to you, our listener, a fast-paced and highly informative 1-hour audio update on the important news and issues facing the mortgage industry. Our hope is that you will tell others about this program and share it with your friends and associates. I would enjoying hearing from you about the program and always welcome your suggestions for guests and topics. Your Host, David Lykken
Angela Ceresnie and David Snitkof, co-founders of Orchard Platform step on to the New York Launch Pod to discuss their technology platform that as David describes it "brings together large institutional investors as well as loan originators to transact in an efficient and data-driven and scalable way."
On today's program, David Lykken and regular weekly guests, Andy Schell & Joe Farr begin to dissect the new MORTGAGE CALL REPORT getting into the details of WHO and WHEN this new report is to be filed. LOAN ORIGINATORS, don't have the mistaken notion that you don't need to care about this report. While you may not have to file a report (unless you are a one person entity), it is critical that you be aware of WHAT is involved in preparing this report. This broadcast is the first in a series of broadcasts on the MORTGAGE CALL REPORT. Be sure to download this program and share it with your industry friends and associates as well as with those that own your company assuming you are not the owner. E-mail us your feedback and any questions at DLykken@MortgageBankingSolutions.com
On today's program, David Lykken and regular weekly guests, Andy Schell & Joe Farr begin to dissect the new MORTGAGE CALL REPORT getting into the details of WHO and WHEN this new report is to be filed. LOAN ORIGINATORS, don't have the mistaken notion that you don't need to care about this report. While you may not have to file a report (unless you are a one person entity), it is critical that you be aware of WHAT is involved in preparing this report. This broadcast is the first in a series of broadcasts on the MORTGAGE CALL REPORT. Be sure to download this program and share it with your industry friends and associates as well as with those that own your company assuming you are not the owner. E-mail us your feedback and any questions at DLykken@MortgageBankingSolutions.com On today's program, David Lykken and regular weekly guests, Andy Schell & Joe Farr begin to dissect the new MORTGAGE CALL REPORT getting into the details of WHO and WHEN this new report is to be filed. LOAN ORIGINATORS, don't have the mistaken notion that you don't need to care about this report. While you may not have to file a report (unless you are a one person entity), it is critical that you be aware of WHAT is involved in preparing this report. This broadcast is the first in a series of broadcasts on the MORTGAGE CALL REPORT. Be sure to download this program and share it with your industry friends and associates as well as with those that own your company assuming you are not the owner. E-mail us your feedback and any questions at DLykken@MortgageBankingSolutions.com
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