Podcasts about mortgage business

Chuck Williams, CEO of Northpointe Bancshares (NPB), discusses the company's IPO and its growth journey. He highlights their growing mortgage business but says they're not a “rate-dependent company.” He talks about the awards the company has won, its customer relationships, and its “best-in-class” software.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Sean Zalmanoff, founder and chief loan officer of Better Rate Mortgage, covers an array of mortgage-related topics. The discussion delves into the various types of loans available, the importance of starting early in the mortgage application process, and practical tips for improving credit scores. Sean offers insights into mortgage refinancing, the benefits of different loan terms, and shares useful financial advice for both first-time homebuyers and seasoned borrowers. The episode emphasizes the importance of working with knowledgeable mortgage professionals for a smoother and more informed home-buying experience.[00:00] Introduction and Welcome[01:18] Encouraging Local Businesses[01:53] Challenges of the Restaurant Industry[03:00] Guest Introduction: Sean Zalmanoff[03:24] Sean's Journey into the Mortgage Industry[04:24] The Impact of 9/11 on the Mortgage Industry[05:09] Starting a Mortgage Business[08:44] The Great Recession and Its Aftermath[12:07] Modern Mortgage Industry Insights[15:19] Understanding Different Loan Types[17:46] The Importance of Financial Literacy[22:31] Break and Sponsor Messages[24:46] Return and Mortgage History[25:48] Get Ready: Essential Mortgage Preparation Tips[29:14] Credit Scores Demystified: What You Need to Know[30:36] Down Payments and Financial Planning[33:39] Smart Strategies for Managing Debt[44:11] The Importance of Pre-Approval[48:58] Choosing the Right Realtor and Loan Officer[53:20] Conclusion and Final ThoughtsTakeaways: Supporting local businesses in their first 60 days is crucial for their survival and growth. A simple word of encouragement can energize a new business owner and motivate them to keep going. When entering the mortgage market, starting the application process early can save time and stress later on. Understanding the different types of loans available can empower first-time buyers to make informed decisions. Refinancing can help save money, but it's essential to weigh the costs versus benefits before making a move. Choosing the right loan officer can make a significant difference in your mortgage experience and financial future. Home - Better Rate MortgageThis is Season 8! For more episodes, go to stlintune.comLinks referenced in this episode:betterratemortgage.comdredscottlives.orgCompanies mentioned in this episode: Fannie Mae Freddie Mac USDA Better Rate Mortgage Monster Mortgage#mortgageadvice #mortgagesolutions #mortgages #betterratemortgage #mortgagetips #fanniemaeloans #freddiemacloans #fhaloans #conventionalloans

Rick Roque, VP, Growth at NFM Lending. Highlights include: expansion and discipline; small pool of recruitable LOs; automation and lower costs; super brokers and specialized call centers. Rick has experience as a mortgage broker, entrepreneur and a national leader in growth strategies.

In this episode, I share why hiring a Digital Marketing Exec can be an absolute game-changer for your mortgage business. After running my brokerage without dedicated marketing support since 2021, I've realised the untapped potential a focused marketing role can bring. If you're looking to generate more leads, boost sales, and scale your business with smart strategies (and less stress), this is the episode for you!

In this episode, I sit down with the one and only Ginger Bell to dive into leadership, recruiting, and the power of building authentic relationships in the mortgage industry. We kick things off by reminiscing about the first time we met in person—a moment that felt like reconnecting with an old friend rather than a first-time introduction. From there, we unpack the importance of trust, consistency, and authenticity in business, exploring how these qualities shape both leadership and recruiting. Ginger shares insights from her career journey, offering valuable strategies for balancing professional and personal life, staying relevant in an ever-changing mortgage landscape, and the art of meaningful networking.

In this episode of Loan Officer Launch, Chris Johnstone takes you beyond manual mortgage marketing and shows you how to automate your business with AI-powered systems. If you've ever experienced the Loan Officer Roller Coaster, where business fluctuates due to inconsistent lead generation, this episode will help you create a steady stream of referrals and appointments.  

In this engaging episode, Alina Vincent uncovers the significance of engagement in building strong relationships with potential clients and persuading them to say yes. ______________________ Connect with Lady Jen Connect and Schedule a Strategy call at https://supportfromjen.com/ YouTube: https://www.youtube.com/@LadyJenDuPlessis Free Gifts: https://jenduplessis.com/gifts/ _______________________ Get to know Alina Vincent Alina Vincent is a business strategist, speaker and international bestselling author of "Teach Your Expertise", "Leverage Your Expertise", "Own Your Expertise', "Monetize Your Expertise" and "Package Your Expertise" books. She's known globally as the creator of the "Profitable Online Challenges" Formula, which helped her grow her business from zero to over a million dollars in just 4 years. Alina is passionate about helping entrepreneurs package and monetize their knowledge and expertise to create a leveraged and scalable business. Experts hire her for strategic advice and simple step-by-step approach to creating successful online programs, engaged Facebook communities, and profitable 5-day challenges. Connect with Alina FB: https://www.facebook.com/AlinaVincentPhoto/ FB Group: https://www.facebook.com/groups/BusinessOwnersWhoThinkBig Books: https://www.amazon.com/dp/B09CG1YV5P Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us for an exclusive interview with Gary Mauris, CEO & Co-Founder of Dominion Lending Centres Group of Companies! Discover his insights on leadership, innovation in the lending industry, and what it takes to build a thriving mortgage business.

D.O. breaks down the nine essential strategies that can help you scale your mortgage business and potentially triple your income. From mindset shifts to practical systems, this episode delivers the blueprint for explosive growth in your mortgage career.

Meet and learn from four of your fellow Real Estate Team OS listeners who share 2024 wins and 2025 game plans with you.Each person shares what's ahead in 2025, the state of their real estate business today, and what they've learned and implemented from guests on the show.A few themes in this special year-end episode:- People power (and supporting systems)- Content creation (and audience attraction)- Mortgage partners (and client experience)Listen to Ep 050 of Real Estate Team OS with:Jonathan CampbellCEO and Owner of Jon Campbell Team brokered by REAL in Bethlehem, Pennsylvania- Why market conditions weren't his biggest challenge in starting his real estate career in 2007- What makes his team's productivity (45-50 transactions per agent per year) possible- How he runs his agent recruiting conversations to find likable and coachable people- How they set granular, bi-weekly goals for the year ahead- https://www.instagram.com/jsooup/- https://www.instagram.com/joncampbellteamJennifer StaatsOwner of Staats Solutions and Director of Ops with Digital Maverick and ez Home Search- How she discovered real estate operations as a passion and skill- Two categories of agents and teams who need a stronger focus on operations- Why the right systems (and/or people) are necessary for growth and scale- The main areas and activities she's evaluating as part of annual business planning- https://www.instagram.com/jennifertherealtor/Brandon DoyleRealtor with Doyle Real Estate Team with RE/MAX Results in Maple Grove, MN- How The Customer Experience Podcast and Chief Evangelist led him to Real Estate Team OS- Why they doubled back into a father-and-son real estate team after growing agent count- Learning from more people in a real estate team than the CEO and team leader- How his YouTube channel on smart home technology helps his real estate business- https://linktr.ee/brandondoylemnKim Robert SchieldknechtBroker/Owner of Transaction Alliance, an independent brokerage in Cincinnati, OH- Things to look for, expect, and value in a mortgage partner- Why real estate franchise and brokerage brands aren't as important as personal agent brands- Why Real Estate Team OS is "the best show in the real estate business" (and what else he's watching)- The brokerage model that's led to start-up costs being covered and profitability in the first year - https://jointransactionalliance.com/Episodes mentioned by these four guests:- 002 Laurie Finkelstein Reader https://www.realestateteamos.com/episode/laurie-finkelstein-reader-people-over-profits- 027 Grant Wise https://www.realestateteamos.com/episode/real-estate-team-performance-marketing-grant-wise- Inside The Laughton Team with George Laughton https://www.realestateteamos.com/episode/inside-laughton-team-phoenix-george-laughton- Inside Whissel Realty with Kyle Whissel https://www.realestateteamos.com/episode/inside-whissel-realty-ceo-team-leader-kyle-whissel- FUBCON Session with Tom Ferry https://www.realestateteamos.com/episode/tom-ferry-differentiation-accountability- FUBCON Session with Mike Simonsen (Altos Research) https://www.realestateteamos.com/episode/mike-simonsen-altos-research-real-time-data- Inside Whissel Realty series https://www.youtube.com/playlist?list=PLCJiXNo93cVqQmwl4tTOQYebBkBoL6ipz- Inside The Laughton Team series https://www.youtube.com/playlist?list=PLCJiXNo93cVr9Oc0ptse5z6Vaq5l0T1kAMake Real Estate Team OS part of your 2025 game plan! Get instant access to seven subscriber-only episodes and email-exclusive insights every week: https://realestateteamos.com/subscribe

Visibility is the name of the game.Getting out there, talking to people, networking, being strategically active across offline and online… selling yourself and your business.Consistently.That's the #1 game you need to play.Mortgage broking is the task you do once you sell yourself and win the client.Therefore mortgage broking… is the #2 game.Yet, most mortgage brokers spend 80-90% of their time doing mortgage broking, and only 10-20% of the time getting out there.In this episode of Mortgage Broker Acceleration, I expose why many brokers are hiding behind the laptop (instead of getting out there) and the psychology of why visibility wins over experience or expertise. I share why digital is actually much harder than old-school, and the overreliance on technology, automations and software is damaging your lead flow and client experience.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Most brokers are what I call “variety store brokers”.A bit like a $2 shop or department store.You can walk inside and get pretty much anything.Everything is ok, but nothing is special.Access to resi, commercial, asset finance, SMSF, insurance and more.Helping first home buyers, investors, PAYG, self-employed, and more.Now to most brokers this sounds great, to be able to help everyone.But there's a problem (actually multiple problems and challenges with this).In this episode of Mortgage Broker Acceleration, I outline these problems, how they affect every area of a mortgage business, and what brokers should do instead.For those who are more advanced and/or want to become the one-stop-shop and do it properly, I share the 4 main points you need to be successful.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

If you don't have 3-4 key referral partners each sending you at least one qualified referral every week, that results in at least $5m per month in settled loans… then you are doing referral partners wrong.I've been helping brokers for over 16 years, and it's a fact that most brokers don't have true key referral partners… they just have a bunch of people in their network who they know.Who they catch up with, go for coffee and lunch, and spend time in meetings with good intentions and promises… but no real action.That real estate agent, accountant or financial planner who says they'd love to work together and send referrals… but hasn't… and probably never will.The bad news is that it's not their fault… it's yours.You failed to win them over properly and drive the relationship forward.The good news is you can fix it with existing partners, get them referring, or you can start fresh from scratch if your current referral partners don't make the grade (they are not all created equal and you can 100% fire them).In this episode of Mortgage Broker Acceleration, I tell you exactly what's going on with your referral partners, why it's happening, and how to think about fixing it. Instead of wasting time on coffee meetings, I'll give you the 6 things you should do instead to build serious referral partnerships.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

At every mortgage industry event, you'll hear discussions about building a team.You'll hear everyone talking about hiring a loan processor, outsourcing and offshoring, hiring a credit analyst (or parabroker), client services manager, perhaps a marketing person… and of course hiring loan writers or brokers.That's fine, but the problem is it's one-dimensional… and results in slow growth and bottlenecks in a mortgage business.I've been a solo operator as a broker and in business. I've also had a team of two dozen staff (in Australia and overseas), with a full stack that allowed me to step away from the business for 6-months with very little input.I've worked with solo brokers, and brokers with teams of brokers / credit / admin / ops, etc. Most of them scratching their heads wondering why they are working so hard and not growing as quickly as they want, despite the team in place.In this episode of Mortgage Broker Acceleration, I make you aware of the Supported Broker Trap and how to avoid or escape it. I reveal the 5 biggest Team Flaws I see in mortgage businesses, plus the “If This Then” secrets to improve your thinking on Team Design.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

We all want to get our clients amazing results.The problem is, the biggest challenge in all of that, is often the clients themselves!As a broker, you know that a client who takes action and follows through will get a better deal and save more money, buy that new home sooner, acquire an investment property, and so on.i.e. they'll get the result they want!But… many clients still drag their heels, delay things, don't get the docs back, forget things, don't follow through… and ultimately fail to get the result they want.Frustrating… and borderline ridiculous… right!!!No, it's just human nature.Enter the solution… Client Hypnosis.In this episode of Mortgage Broker Acceleration, I share what Client Hypnosis is and how it will help you and your clients get better and faster outcomes (with less stress and overwhelm, and without having to follow-up and hound your client a thousand times)… by doing the exact opposite to what most brokers are doing. Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

If your mortgage business relies on the trail income to pay all expenses and be profitable… this is lazy and poor business practice.In fact, you might have a cash haemorrhaging business and not be aware of it.Unfortunately the financial literacy of many brokers is not up to scratch.I've seen it.The percentage of brokers who don't know their numbers, key drivers, KPI's, profit… is scary.The percentage of brokers who run their business by taking revenue in, paying bills, and the rest is left for them… with no finger on the pulse of projections, cash, profit… essentially relying on their accountant and looking at a P&L once a quarter or year… is scary.The amount of brokers, with teams, writing $5-15m per month, that don't realise they aren't really making any money (i.e. their business isn't viable, or would be better off closing the doors and just collecting trail)... is scary.In this episode of Mortgage Broker Acceleration, I talk about money maths. Covering the concept of a Trail Book Management business vs a New Loan Writing business, and why each must be standalone profitable. I share why volume and number of deals is an irrelevant method of keeping score and success (and the only two metrics that really matter). Finally, the 5 things you need to do to take control of your money and future.UPDATE: Starting this month you may have already noticed something different about the podcast.After over 200 episodes alongside the man, the myth, the legend… Mr Ash Playsted… after loads of insights, discussions and laughs… we've decided to go our separate ways in business and part ways as great friends.I'm excited to continue the podcast solo… bringing you a new flavour… with the latest insights and strategies from my work with ambitious brokers and high performing mortgage businesses. I think you'll enjoy it… and I know your business will thank you for it.So, keep listening… and let's get into it.Enjoy.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Every broker reading this, is losing deals, money and profit… guaranteed.Why?Because leads and clients are dropping off. They get stuck, stalled or ‘go cold' during the process. Brokers often don't even realise this is happening.Poor conversions… think it's normal.Loads of AIP's that don't go anywhere or have to be reworked… think it's normal.Losing deals at the 11th hour to lender retention teams… think it's normal.Making matters worse, I see brokers actively trying to improve their process and system… thinking it's improving and making a difference… but it's actually making things worse!The result is a lot of work being done and not getting paid.Not cool.In this episode of Mortgage Broker Acceleration, I talk through our Flow Maximisation tool, including the 12 Workflow Sins you need to avoid… to stop losing deals, doing work and not getting the reward for it.UPDATE: Starting this month you may have noticed something different about the podcast.After over 200 episodes alongside the man, the myth, the legend… Mr Ash Playsted… after loads of insights, discussions and laughs… we've decided to go our separate ways in business and part ways as great friends.I'm excited to continue the podcast solo… bringing you a new flavour… with the latest insights and strategies from my work with ambitious brokers and high performing mortgage businesses. I think you'll enjoy it… and I know your business will thank you for it.So, keep listening… and let's get into it.Enjoy.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Marketing is the one thing I get asked about the most… unfortunately.I say unfortunately because it's the #1 thing most brokers think will solve their problems, but it's usually the last thing that actually will.It's the single biggest waste of time and money I see in the industry.Time and money spent on websites, digital marketing, social media, content, newsletters, and the list goes on and on.Marketing itself isn't a waste of time and money. Far from it. It's the way brokers (and mortgage business owners) approach it that's wasteful and wrong.In this episode of Mortgage Broker Acceleration, I share why all marketing is not created equal; there's what makes you feel good, and there's what works. If you'd prefer to stop wasting your time and money, I suggest you listen in.UPDATE: Starting this month you'll notice something different about the podcast.After over 200 episodes alongside the man, the myth, the legend… Mr Ash Playsted… after loads of insights, discussions and laughs… we've decided to go our separate ways in business and part ways as great friends.I'm excited to continue the podcast solo… bringing you a new flavour… with the latest insights and strategies from my work with ambitious brokers and high performing mortgage businesses. I think you'll enjoy it… and I know your business will thank you for it.So, keep listening… and let's get into it.Enjoy.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

From $40M plateau to $100M+ producer!

If I only had 7 minutes to share the most important secrets to success as a mortgage broker and business owner… what would I say?Well I gave myself the challenge.Look back over my 20 years in this industry and the 200+ episodes of this podcast (over 70 hours of content!) and start the clock.In this episode of Mortgage Broker Acceleration, I go through 7 key insights from reviewing everything and running it through my filter of working with ambitious and successful brokers right now.UPDATE: Starting this month you'll notice something different about the podcast.After over 200 episodes alongside the man, the myth, the legend… Mr Ash Playsted… after loads of insights, discussions and laughs… we've decided to go our separate ways in business and part ways as great friends.I'm excited to continue the podcast solo… bringing you a new flavour… with the latest insights and strategies from my work with ambitious brokers and high performing mortgage businesses. I think you'll enjoy it… and I know your business will thank you for it.So, keep listening… and let's get into it.Enjoy.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Ready to dive deeper into raw, unfiltered stories? Subscribe today for exclusive contents and upcoming episode alerts of the www.OnTheEdgePodcast.com In this episode, mortgage industry veteran Skip Willcox opens up about his journey from loan origination to wholesale leadership. Between displaying his impressive Star Wars collection and sharing invaluable mortgage insights, Skip breaks down the complexities of wholesale lending and reveals how he transformed years of experience into a thriving sales training business. Don't miss this power-packed hour where we tackle the distinctions between retail and wholesale mortgages, broker relationships, and how mortgage professionals can leverage their unique B2B and B2C skill sets. New Full Episodes every THURSDAY at 10:00 am. Clips are released throughout the week. Join our community: Facebook Group: @ontheedgepodcast Facebook Page: @MeetScottGroves Locals: https://reddotbluestate.locals.com/ Instagram: @ScottLGroves #MortgageIndustry #SalesTraining #WholesaleLending ------------ Quickly- I'm Scott Groves - Husband, Father, Loan Officer, Coach, Author, Podcaster, and Blue Belt in Brazilian Jiu-Jitsu. I gave up boxing, where I was 5-0 in amateur fights, when I turned 40. BJJ is safer for old men than getting punched in the head :-) You can find out everything about me HERE: www.LinkTr.ee/ScottLGroves This podcast is paid for and brought to you by.... by me, Scott Groves :-) Because I think these kind of long form conversations are valuable, I pay for 100% of the production of this show out of my pocket. This channel is FAR from monetization and because of the subject matter, may never be monetized. I am a Mortgage Loan Officer & Loan Officer Coach in real life. It's the money that I earn, from helping home-buyers and home-owners obtain home-loans, that pays for this show. If you, your friends, or your family are looking for a home loan from an honest Loan Officer, please contact me at Scott@ScottGrovesTeam.com or find all my links to connect HERE: www.LinkTr.ee/ScottLGroves I can do the loan for you (our team is licensed in 8 states) - OR - I can refer you to an amazing loan officer in the state where you're searching. ON WITH THE SHOW!!! New Full Episodes are released every THURSDAY at 10:00am and clips are released frequently throughout the week. SO MAKE SURE YOU SUBSCRIBE!!! ------------- Thank you for checking out the Podcast. We're building our community AS WE SPEAK and would love it if you checked us out in one of our communities: On The Edge Podcast Community & Facebook Group on Facebook: https://www.facebook.com/groups/ontheedgepodcast/ On The Edge Podcast Page on Facebook: https://www.facebook.com/MeetScottGroves On The Edge Podcast on Locals: https://reddotbluestate.locals.com/ Instagram: www.Instagram.com/ScottLGroves ------------ www.OnTheEdgePodcast.com ------------ Don't care for YouTube and prefer listening instead? We got you covered wherever podcasts are found: Apple Podcasts: www.bit.ly/oteapple Google Podcasts: www.bit.ly/otegoogle Spotify: www.bit.ly/otespotify Breaker: www.bit.ly/otebreaker Radio Public: www.bit.ly/oteradio Pocket Casts: www.bit.ly/otepocket Anchor: www.bit.ly/oteanchor ----------- Do YOU or SOMEBODY YOU KNOW want to be featured in the podcast? Questions, inquiries, booking a show? Any topics or people you'd like us to cover? Send us an email: scott@ontheedgepodcast.com ----------- Spread the word and help us out! It doesn't cost a thing to hit that Like Button, Subscribe, and turn on the notification bell. Comments are appreciated and will be responded to! Doing any of these things tells the YouTube Algorithm that you like what you see and helps others find us as well! -----------

Olympian's don't spend their lives training and preparing to win a Silver or Bronze.They go for the maximum result.They go for Gold.Most mortgage business owners, on the other hand, spend their lives building and operating their businesses… without a specific result in mind.They just want to help people and earn a living.Very few actually think about the End Game… let alone maximising it (and bringing it forward).Contrary to popular misguided opinions these days…The whole point of business is to make money.And that money drives the life you want.Now you can certainly have a purpose driven business that delivers amazing outcomes for clients and makes a difference in the community, and you can have fun with your team along the way… but…Your #1 priority should be driving towards a goal, an End Game, that “gold medal” result (which in business is passive income and asset value creation).In this episode of Mortgage Broker Acceleration, we discuss this concept of defining your End Game and introduce key strategies in The Earnings Matrix and The Multiplier Matrix. Whether your ideal End Game is 1-year or 10-years away, you need to understand this now.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your hosts, Carl White dive deep into the common traits of top producers in the mortgage industry with Kevin Broughton. Join us as we explore the three essential components for success: Product Knowledge: Understanding the ins and outs of mortgage products is crucial, but how do you balance learning with prospecting? Focus and Daily Success Plans: Discover the importance of having a structured daily plan and how to eliminate distractions to maximize productivity. Mindset of a Champion: Learn how to cultivate a winning mindset, overcome self-limiting beliefs, and embrace accountability to achieve your goals. Kevin shares his insights from over a thousand one-on-one conversations with loan officers, emphasizing that success is engineered, not just a matter of luck. They also discuss the significance of surrounding yourself with the right people and the power of community in driving success. Don't forget to check out the Loan Officer Breakfast Club for more resources and support in your journey! Learn how to close an extra five loans a month at GetMoreLoans.com Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

A lot of our clients are using acquisitions as a strategy in their mortgage businesses.We help them think clearly, make the right decisions, and maximise the opportunities.Many mergers and acquisitions are ill thought out, and leave a lot of money on the table due to incomplete strategies and under-resourced businesses.There are two different types to consider:Trail book acquisition - simply buying a client list and trail income.Mortgage business acquisition - more complex involving purchase of a client list and trail income, but also systems, key staff, referral partnerships, branding, offices and so on.Both can be used effectively, depending on the desired outcome.Both require the right strategy and tactics to make them worthwhile.If you don't have a sound strategy (and reason) to acquire loan books and/or businesses, you can quickly have your head under water… physically stretched for time and also financially.In this episode of Mortgage Broker Acceleration, we discuss the key factors to consider in this space. Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Do you want to get off the tools?Work more ‘on' your business rather than ‘in' it?I hear this like a broken record.A throw away statement.Often from brokers who have no intention or desire to do it.Being a mortgage broker, helping clients and writing loans… is easy.And most brokers love it.Building and operating a mortgage business… is hard.And most brokers hate it (or aren't good at it).I find it bizarre that most are trying to run away from the very thing they are good at and enjoy… and towards something that is tough, a completely different skill set, and something they will not enjoy.So, instead of following the masses, the first question to ask is:Why get off the tools? (a seemingly simple, but deep and complex question)And then second, if the decision and goal is to remove yourself from writing loans, the question becomes:How to get off the tools? (a simple solution, but deep and complex tactics)In this episode of Mortgage Broker Acceleration, we discuss the concept and desire for getting off the tools properly, so you can ask yourself the right questions, make the right decisions, and then act with clarity and intent (and not do something you'll regret!).Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

Bigger is not always better; it's what you do with it that counts.So they say.This could be the most crass or cliche way to start an email ever.But, there's an appropriate analogy here for a mortgage business.I assure you.Because in business…Bigger is not always better; it's the profit and value creation that counts.But unfortunately… most brokers focus on the wrong things:Growing a bigger business and team.Writing more and more loans.Winning awards and following passion projects.Adding technology, complexity and moving parts.Digital marketing and social media.Often to the detriment of making a profit and/or creating value.In fact.A lot of brokers, even the “successful” ones (I put successful in quote marks because the industry rewards the wrong things, measuring success incorrectly):Don't know what a profitable mortgage business looks like.Don't even know if their business is profitable or not.Don't understand their end-game or purpose (income vs value).Don't have the right model to suit their goals.Don't look at their numbers or focus on making money.In this episode of Mortgage Broker Acceleration, we discuss the concept of having a profitable mortgage business model, and the dangers of being caught (or stuck) in the middle.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

This week's episode of Mortgage Broker Acceleration is special.I have a ninja business-building guest with me, taking the seat of Ash for the week.This episode is for the serious mortgage business builders.A behind the scenes look at how our business grew by 500% in the space of a couple of years, and simultaneously went from almost full reliance on me to virtually zero reliance on me.This is not a one-off case study either.We've helped a number of mortgage brokers achieve similar levels of success through our 10X advice and coaching program.In this episode of Mortgage Broker Acceleration, meet the business system genius behind the growth of BIG, and learn smarter and easier ways to develop your business, build systems and lead a high-performance team.Want to accelerate faster?Visit Broker Ideas Group to access special resources and events designed exclusively for mortgage brokers.Go straight to the source and Let's Talk about working together to grow your mortgage business easier and faster.

I am giving you permission to work less and earn more.Now let's take a step back… because it's not that simple.I've worked with hundreds of brokers over the last 15 years.Some who are just making ends meet, to those making seven-figures a year (in personal income, not settlement commissions / revenue).You want to know the common thread, that is consistent among brokers, regardless of how much they earn?They all keep working hard, full-time hours, Monday to Friday, 9-5… and more.Many sit at the desk all day, even when there is no work to do, or they are completely unproductive.And then there's some, too many in fact, that think it's ok (or expected) to work nights, weekends and holidays.Let me tell you that both of these situations are B.S. Don't settle for it.This episode of Mortgage Broker Acceleration runs deep on our society and mindset. Don't skip it. We discuss the unconscious “need for 9-5”, linking being busy to being valuable, and how most brokers have an outdated belief system that is stopping them from working less and earning more.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

There are levels of how hands-off you can go in business.From zero, i.e. you are responsible for everything!To completely, i.e. you are responsible for nothing.Most brokers want to end up somewhere in between.They love what they do.But they want flexibility to have a life, travel and follow passion projects.I've personally been at both ends of the spectrum. Having a business that was essentially “all me” and also a business that ran independently of me. Both have pros and cons for sure.In this episode of Mortgage Broker Acceleration, we discuss the different levels of systemisation (we call it Go Hands-Off), how to think about them and progress through the ranks. Note this month is all about systems, but it runs deeper than that, which you'll find out when you listen in. Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Featuring expert insights from John Jeanmonod of Angel Oak, this discussion highlights how embracing non-QM solutions can significantly boost a loan officer's business while helping more borrowers achieve homeownership.

Building systems, processes, workflows, automations and so on is a MUST in business.I know that.You know that.Even the guy down the street… who is not in business… knows that.Because without systems you have a mess… fly by the seat of your pants... business.The problem I see working with brokers, is the definition of systems, and the extent and depth of their installation… is vague and half-baked.Take an easy example.Brokers with little-to-no systems, they know this and know they need to do something about it… which is a good thing. Because if they stop working, everything stops.Here's where it gets tricky and dangerous.Brokers who do have a lot of systems in their business, think their systems are really good and are kicking goals, but in reality it's primary school level at best. If they stop working, some things keep working because of a support team in place, but many things stop and break without them.A lot of brokers have a basic system for the loan process, but have virtually no systems for lead generation, referrals, partnership nurture, marketing, admin, HR, team performance, client care, reporting, and so on.In this episode of Mortgage Broker Acceleration, we discuss the purpose of systems and the various levels of ‘system achievement' needed to go from solo broker to true business owner that is not required in any way.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

As a mortgage broker and business owner, you can focus on two types of value.Now Value and Future Value.You also have the choice of how to invest your time (a finite resource) each day.Most invest all their time on Now Value tasks; such as generating new business, writing loans, nurturing referral partners, client care, working with support team, and so on.A focus on Now Value means you have a job, not a business. If you stop working, your business and income stops (or is greatly reduced). Now Value is about creating an income from your effort now and forever.The fundamental purpose of business is to build Future Value, and I'm not talking about building your trail book, that's very limited in thinking and one-dimensional.Future Value is doing something today that will make tomorrow easier, or even better, something you no longer have to do. Future Value is about creating an income (and asset) that doesn't require your effort in the future to generate it.If you prioritise business building, and Future Value, you will result in income generation and asset creation that is independent of you and your time.If you fail to prioritise business building, and keep chasing Now Value, you will be locked in having to trade your time and energy for money indefinitely.In this episode of Mortgage Broker Acceleration, we discuss this in more detail and share why you should switch your focus to business building and Future Value, but doing it smart so you continue to generate a solid income (Now Value).Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

There are many common mistakes brokers make when building a team.And it makes business hard, annoying, and frustrating.In fact a lot of brokers end up thinking it'd be easier to just go solo and do everything themselves! But we all know that's not a real business of course… that's just a job.So we need a team.And if we do it right, it can be easy, fun and lucrative.In this episode of Mortgage Broker Acceleration, we discuss the key mistakes to avoid when it comes to team building and team management. These are hidden mistakes brokers don't even know about, so this is a guaranteed eye-opener.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

What's the one person all brokers should hire… but virtually none do?Is it a loan processor? No.Is it a parabroker? No.Is it another broker? No.Is it a CSM? No.Is it a virtual assistant, or a marketing person, or an office manager?No. No. No.It's actually not what you think, which is why almost nobody does this.I'd argue that it's impossible to have an efficient, high-performing team without ‘this person'.In this episode of Mortgage Broker Acceleration, we discuss the trap most brokers fall into when hiring people, and share the smarter hiring strategy that will accelerate results.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Grow your mortgage business.Build your mortgage business.Scale your mortgage business.You've gotta build a business!…says who???Forget what everyone else is saying, doing, or telling you to do.The fact is…You don't have to do anything.The forgotten (and crucial) question is…Should you build a business or not?And the answer isn't always yes.In this episode of Mortgage Broker Acceleration, we discuss the situations where brokers should build a business and where they should take a different approach to reach their financial and life goals. Building a business isn't for everyone, and it's not always the smartest and fastest path to success.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Building a team is easy.Any broker can hire people.But keeping a team long-term, high-performing, happy and sustainable… and have them treat your business like their own… is a completely different story.There are a number of strategies required to achieve this. To create stars (or A players) in a mortgage business.In this episode of Mortgage Broker Acceleration, we discuss our Team Advancement strategy that keeps A-players happy and performing for years and years. This same strategy also creates the highest level of efficiency and profit.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Being seen as a micro-celebrity is a good thing for business.A customer choosing a mortgage broker will… all other things being equal... gravitate to the person who has a higher level of (real or perceived) celebrity.The definition of ‘celebrity' here is complex and there's psychology behind it, a good reason to listen to this episode in full where we unpack it.In short… building celebrity status is definitely something you should consider (for you and your business).And there are two main ways to achieve it.Earn and Manufacture.One takes years (or decades), the other takes a simple decision and only days… if you know how.In this episode of Mortgage Broker Acceleration, learn the secrets of manufacturing celebrity and the huge benefits to your business, your clients and you personally.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Go Deeper:Tune into my Mortgage Business Mastery podcast, dropping new episodes every Tuesday. This solo show answers questions from brokers, submitted via my Instagram page, diving deep into what you want to know. Stay ahead of the game with the insights shared in every episode. If you're a broker looking to up your game, this podcast is for you.https://ashborland.com/soloLearn More On Instagram:Follow me on Instagram for practical short video tutorials on systems and processes to boost your sales and marketing as a mortgage broker. The content here is different from YouTube and highly valuable for advisors. https://ashborland.com/instagram Free Course:Check out the Free Mortgage Marketing Blueprint, a comprehensive seven-step course designed to help mortgage brokers build a solid and robust marketing system for their brokerage. This course covers everything you need to know to succeed.https://ashborland.com/blueprintPodcast Interview Series:Listen to the Mortgage Mavericks podcast, where I interview the best and brightest in the business. They share their stories and insights, with new episodes released every Thursday.https://ashborland.com/mavericksLet's Connect: Feel free...

Should you invest the time and resources to enter awards?You might think the answer is a straightforward Yes or No.But it's not.Because it takes a fair chunk of time to submit entries in all the industry (and non industry) awards, you want to make sure you are doing it for the right reasons.And personal recognition, a trophy and a night out at an awards ceremony… isn't one of them.In this episode of Mortgage Broker Acceleration, learn how to consider awards from a strategic business perspective. Why you should consider entering (or not), how to maximise your chances of winning, and what to do if you are a finalist or winner.Accelerate FasterYou can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!

Go Deeper:Tune into my Mortgage Business Mastery podcast, dropping new episodes every Tuesday. This solo show answers questions from brokers, submitted via my Instagram page, diving deep into what you want to know. Stay ahead of the game with the insights shared in every episode. If you're a broker looking to up your game, this podcast is for you.https://ashborland.com/soloLearn More On Instagram:Follow me on Instagram for practical short video tutorials on systems and processes to boost your sales and marketing as a mortgage broker. The content here is different from YouTube and highly valuable for advisors. https://ashborland.com/instagram Free Course:Check out the Free Mortgage Marketing Blueprint, a comprehensive seven-step course designed to help mortgage brokers build a solid and robust marketing system for their brokerage. This course covers everything you need to know to succeed.https://ashborland.com/blueprintPodcast Interview Series:Listen to the Mortgage Mavericks podcast, where I interview the best and brightest in the business. They share their stories and insights, with new episodes released every Thursday.https://ashborland.com/mavericksLet's Connect: Feel free...

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

In this episode of "Loan Officer Training," we delve into the critical process of analyzing the benefits of real estate loan refinancing. Refinancing can offer significant advantages, but how do you determine if it's the right move for your clients? Join us as we break down the key factors to consider, from interest rate comparisons and loan terms to closing costs and long-term savings. Learn how to perform a detailed cost-benefit analysis, understand the impact on monthly payments, and evaluate the potential for cash-out options. We'll also discuss scenarios where refinancing may not be beneficial and how to communicate these insights effectively to your clients.Whether you're guiding homeowners through their first refinance or advising experienced investors, this episode equips you with the tools and knowledge to make informed recommendations and enhance your clients' financial outcomes. Tune in and refine your expertise in real estate loan refinancing!Join The Mortgage Calculator at https://themortgagecalculator.com/joinAbout The Mortgage Calculator:The Mortgage Calculator is a licensed Mortgage Lender (NMLS #2377459) that specializes in using technology to enable borrowers to access Conventional, FHA, VA, and USDA Programs, as well as over 5,000 Non-QM mortgage loan programs using alternative income documentation! Using The Mortgage Calculator proprietary technology, borrowers can instantly price and quote thousands of mortgage loan programs in just a few clicks. The Mortgage Calculator technology also enables borrowers to instantly complete a full loan application and upload documents to our AI powered software to get qualified in just minutes!Our team of over 350 licensed Mortgage Loan Originators can assist our customers with Conventional, FHA, VA and USDA mortgages as well as access thousands of mortgage programs using Alternative Income Documentation suCatch all the episodes of the Loan Officer Training Podcast at https://themortgagecalculator.com/Page/Loan-Officer-Training-Series-Podcast Catch all the episodes of the Loan Officer Training Podcast at https://themortgagecalculator.com/Page/Loan-Officer-Training-Series-PodcastLoan Officers for Unlimited Free Non-QM Leads & Trainings Join The Mortgage Calculator at https://themortgagecalculator.com/joinThe Mortgage Calculator is a licensed Mortgage Lender (NMLS #2377459) that specializes in using technology to enable borrowers to access Conventional, FHA, VA, and USDA Programs, as well as over 5,000 Non-QM mortgage loan programs using alternative income documentation! Using The Mortgage Calculator proprietary technology, borrowers can instantly price and quote thousands of mortgage loan programs in just a few clicks. The Mortgage Calculator technology also enables borrowers to instantly complete a full loan application and upload documents to our AI powered software to get qualified in just minutes! Our team of over 350 licensed Mortgage Loan Originators can assist our customers with Conventional, FHA, VA and USDA mortgages as well as access...

How to Use Traditional Radio To Build Your Business The biggest mistake people with radio (I made this mistake)  How to use the radio as a backstage pass to grow your network  How Radio should just be the tip of your marketing plan Follow me on Instagram  I Love Mortgage Brokering: ilovemortgagebrokering.com  Find out more about BRX Mortgage: whybrx.com I Love Mortgage Brokering is brought to you by Finmo.  To learn more, visit: finmo.ca/ilmb   In this episode, I will share how to  leverage traditional radio to build your mortgage business. I will also talk about the common mistakes to avoid, the concept of using radio as a "backstage pass," and explore how traditional radio can serve as a cornerstone for a powerful marketing strategy.  The use of traditional radio marketing to grow a mortgage business. Scott's personal experiences, including the initial mistake of quitting radio marketing too soon and the importance of persistence. Positioning oneself as a market expert using radio involves securing optimal ad slots and creating engaging, educational ads. How radio content can be repurposed for digital platforms like Spotify, iTunes, and social media to extend reach and strengthen personal branding. Live call-ins and the use of modern technology can enhance audience engagement and content distribution. Consistent show delivery and a structured framework are important for maintaining a professional standard.

Welcome to another podcast episode of the Loan Officer Marketing with your host Chris Johnstone. In this episode, your host Chris Johnstone discusses the essential components of building a successful mortgage business. He emphasizes the importance of daily discipline, philosophy, systems, team building, and leadership in achieving growth and success. He also highlights the role of Mortgage Marketing Animals in providing training and coaching for loan officers, including the Daily Success Plan and the Loan Officer Breakfast Club. Additionally, He touches on the benefits of using the Loan Officer CRM for managing leads, realtor relationships, and marketing strategies.  Don't miss out on this valuable episode filled with actionable insights and strategies for loan officers looking to take their business to the next level. And for a limited time, take advantage of the special offer on the Loan Officer CRM to supercharge your business growth. Drop us a 5-star review on Apple podcast and be sure to subscribe for more amazing episodes!

Today Tim and Jean talk with Joseph Flannery, the Founder and CEO of SELFi, and hte head of mortgage for Radius.Joseph wasn't happy with how his clients were being treated as "numbers" so he decided to take action and so he started his own lending business.  His goal: be true to his clients and give them the best experience possible!If you'd like to connect with Joseph, you can reach him at joseph.flannery@selfi.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White is joined by his friend Mark Pfeiffer to discuss the concept of Green Time and Red Time. They share their personal experiences with tracking their daily activities and how it has transformed their mindset and productivity. They emphasize the importance of being honest with oneself and consistently dedicating time to prospecting and building relationships. Whether you're just starting out or looking to improve your business, this episode offers valuable insights and practical tips for maximizing your success in the mortgage industry. Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.