Podcasts about wholesale lending

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Best podcasts about wholesale lending

Latest podcast episodes about wholesale lending

The SaaS CFO
$8.5 Series A to Streamline Wholesale Lending Operations

The SaaS CFO

Play Episode Listen Later Mar 14, 2024 20:44


In this episode of The SaaS CFO Podcast, our host Ben sits down with John Mizzi, founder and CEO of Vero Technologies. John shares his journey from the world of financial services to launching his fintech company. Vero Technologies offers a platform for wholesale inventory financing, catering to dealers of various manufactured goods. John discusses the unique challenges and opportunities in this space, including the company's pricing model and go-to-market strategy. He also dives into the company's recent series A raise and future plans for growth and organizational development. Tune in to hear an insightful conversation about innovation and growth within the world of fintech. Show Notes: 00:00 Platform provides financing for dealers' high-value inventory. 04:39 SaaS platform streams lenders' day-to-day operations. 08:16 Platform created new opportunities for banks and manufacturers. 10:45 Validating milestone: banks signed up for platform. 13:23 Segmenting market approach for new banking landscape. 17:27 Focusing on scaling organization, evolving niche opportunities. 20:02 Grateful for insights on company growth strategy. Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/vero-technologies-closes-8-5-million-in-series-a John Mizzi's LinkedIn: https://www.linkedin.com/in/johnfmizzi/ Vero Technologies' LinkedIn: https://www.linkedin.com/company/vero-technologies/ John Mizzi's Email: john@vero-technologies.com To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

HW Podcasts
Intro to Wholesale Lending: Understanding wholesale's vital role in the mortgage ecosystem (Wholesale Master Class Episode 1)

HW Podcasts

Play Episode Listen Later Jun 5, 2023 45:29


HousingWire presents The Wholesale Market Master Class presented by BeAMortgageBroker.com This four-part series is focused on all things wholesale and the role that the wholesale market plays in the mortgage ecosystem.Throughout the series, listeners will develop a deeper understanding of the role that wholesale plays in the mortgage ecosystem, how to build your career in the wholesale channel, tech adoption in the industry, and more.The first installment of this series features a conversation between Clayton Collins, CEO of HW Media and Desmond Smith, Chief Growth Officer at United Wholesale Mortgage, where he spends his time focusing on innovative ways to advance the independent mortgage broker channel.In today's conversation, the two discuss the role that wholesale plays in the mortgage ecosystem, recent and historical trends, and some of the common myths and misperceptions about becoming an independent mortgage broker.Related to this episode:Connect with Desmond on LinkedInUWM's Desmond Smith on innovating in the mortgage broker channel 2022 HW Vanguard: Desmond P. SmithHousingWire's Youtube ChannelEnjoy the episode!Gathering of Eagles will bring together the nation's top residential real estate CEOs, Presidents, and C-Level leadership teams to grow, network, and set the pace for what's next in our industry. 2023's Gathering of Eagles is at Omni Barton Creek Resort in the rolling hill country of Austin, Texas from June 18-21. Click here to learn more and register your spot!The Housing News podcast explores the most important topics happening in mortgage, real estate, and fintech. Each week a new mortgage or real estate executive joins the show to add perspective to the top stories crossing HousingWire's news desk. Hosted by Clayton Collins and produced by the HW Media team.

Chrisman Commentary - Daily Mortgage News
3.10.23 Fed Chair Powell's Warnings; Wholesale Lending; Latest Payrolls Figures

Chrisman Commentary - Daily Mortgage News

Play Episode Listen Later Mar 10, 2023 7:06 Transcription Available


Today's podcast is brought to you by SimpleNexus, an nCino company and award-winning developer of mobile-first technology for the modern mortgage lender.Nexus Closing delights homebuyers with a convenient, single sign-on experience that allows them to close on a loan from anywhere. With automatic task notifications and eSign capabilities, Nexus Closing helps lenders deliver modern convenience and hand over the keys on a high note.To learn more about Nexus Closing, visit simplenexus.com.

First Responder Financial Freedom
Episode 42: Bill Kenny - From Government Logistics Manager to Kickass Real Estate Investor; “Wholesale, Lending, and Self Storage"

First Responder Financial Freedom

Play Episode Listen Later Dec 5, 2022 63:10


Successful real estate investors go through many difficulties during their first five years in the industry before reaching their peak. If you want to overcome hardships, you must never stop learning and be patient in the process. While the learning curve may be painful, everything will become straightforward once you systematically organize your strategy.  Our guest experienced this during his first five years in business. In the early years, he struggled to manage everything; he faced failures and hardships; however, as the years passed, he was able to get help from others and grow his business.  This week in First Responder Financial Freedom Podcast,  Bill shares his story of growing his business in five years by learning continuously, acquiring advice from mentors, and adapting strategies within his network and his business partner Mike. Our guest speaker today will indeed teach you a lot. Tune in to learn more.  Bill Kenny is Mike's business partner, and they have been doing business together for quite some time. They currently do wholesale, private lending, and own self-storage rentals. In addition to owning multiple properties and storage spaces, he is licensed as a real estate agent in Maryland, West Virginia, and Pennsylvania.    Why you need to check today's episode: Get a better understanding of why and how wholesale is important. Discover the best strategies from our guest expert. Hear why you must not stop lead generation and learn its importance for your business. And; Find out why you should seek a mentor when starting a business. And why it is important to have an assistant to help you run your business. “Businesses are a difficult journey because there are a million ways to do it. And there are a million ways to be successful. But it does take consistency in those small activities every day to grow that business. - Bill Kenny   Topics Covered: 1:09 - “Mike's been a fireman, as everybody knows, I've been a full-time realtor, and our business has been our second full-time thing going on since we joined up in like 2014 and put our business together in 2018.“ An overview of Bill's background and how he came to work in real estate. Bill describes how he and Mike met and how they became business partners. He also shared a brief introduction about himself.   7:09: “I was listening to the Dave Ramsey show, and he talked about the book Rich Dad, Poor Dad. But he talked about that as a different philosophy from what he taught, and I thought that was pretty interesting. And then within, I would say within eight months, I just started talking to a bunch of people and found a rental property, went out and bought a rental property, had no idea what I was doing.” He shares how reading Rich Dad and Poor Dad gave him the impetus to invest in Real Estate as soon as he finished reading it.   9:33 - “So what I did was I bought a course. I think it was like $500, and I don't remember anything about the course other than it said the first thing to do is go out and join your local REIA, Real Estate Investor Association.“ Getting a good foundation in real estate requires much more than reading books and listening to podcasts. It is for this reason he encourages himself to enroll in a course where he will have the opportunity to learn from and meet others with the same interest.   10:58 - “What wholesaling does is it teaches you how to evaluate deals, and it makes you understand the markets that you're in.” Bill explains what wholesale is and how it works. Also, Mike mentioned the advantages of buying wholesale. In his explanation,  buying wholesale allows you to get a house under contract and then sell it without buying it.   22:23 - “The effort that you need to put into that business and consistently do the right things. You have to do that nonstop, every day, for four to five years if you want to grow that business if you want to see any success in it. That's where you have to take that. That effort and consistency have to be there.” In Real Estate Investing, as in any other business, there are no shortcuts. Hitting your numbers requires dedication, courage, and a lot of effort. Before you hit your stride, it may take a while. But once you achieve that breakthrough, your business becomes solid.    25:44 - “The minute you stop lead generating, that's when your pipeline starts to soften up and slow up.”  According to Bill, your business will fall apart 90% of the time if you cease lead generation. Real estate investment leads should not be stopped. Bill explains why.   30:42 - “One of the things that really helped me was getting a real estate coach, somebody that's done it before, and someone that can mentor you through that process.” Bill admits that it was a roller coaster ride during his first five years in business. Fortunately, he found a coach and an assistant who helped him manage his business.   38:52 - “You know, like, hiring somebody to do QuickBooks data entry. It's just like, there are people that like that, and that is much, much better at it than you are. Yes. So it's just like, wow, instead of sitting there stressing out how to figure out how to market and put this stuff on social media and do all this thing. Guess what? There are people that, for a fair rate, will do an amazing job and do it for you.” Mike stresses the importance of having someone help you with your business. Instead of thinking that it is a waste of money, think of it as a way to alleviate stress and burden.   46:30 - “Underwriting deals as underwriting deals. Do the variables change the more zeros on the end of different people involved? Yes. But there's still a skill set to do that. And you can do it once you've once you figured it out. So underwriting a hard money deal is the same as underwriting a wholesale deal, right?”  Why is wholesale so important? Mike and Bill figure out why. Listen to them as they explain the reasons why.   53:26 - “I would say finding some account of accountability partner, a mentor, you know, someone that that's been down that road, a coach, whatever you want to call it, that stuff, like even if you got to pay for it that is valuable.” This a piece of advice Bill would give to his younger self, and it is also valid for anyone just getting started in the field. Key Takeaways: “Wholesaling is a good way to get started. If you're a new investor because you don't really have to own anything.” - Bill Kenny   “What it takes is the effort, like we were saying, the effort that you need to put into that business and consistently do the right things. You have to do that nonstop, every day for, you know, four to five years if you want to grow that business if you want to see any success in it. That's where you have to take that. That effort and consistency have to be there.” - Bill Kenny   "In real estate investing and in being a realtor, if lead generation is not at the very top, then your business is probably going to start to fall apart." - Bill Kenny   “You become a realtor, and they're like, Oh, I gotta get my business card, I gotta get my business card. They spent a whole day designing the business card. Nobody gives a shit about your business card, pick up the phone and start calling somebody. Do the things that matter.”  - Bill Kenny Resources Mentioned: Dave Ramsey Show: The Ramsey Show on Apple Podcasts Rich Dad, Poor Dad: Rich Dad Poor Dad: The #1 Best-Selling Personal Finance Book Ever Real Estate Reserve Podcast: Real Estate Reserve Podcast on Apple Podcasts Who Not How: Amazon.com: Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork: 9781401960582: Sullivan, Dan, Hardy, Dr. Benjamin: Books   Connect with Bill Kenny Facebook: Bill Kenny - Real Estate Agent | Facebook Instagram: https://www.instagram.com/bill_kenny_rei/?hl=en YouTube: Bill Kenny - Real Estate Agent - YouTube LinkedIn:(2) Bill Kenny | LinkedIn Website: Top Real Estate Agents Martinsburg or Hagerstown (billkennyrei.com)   Connect with First Responder Financial Freedom: Website: https://firstresponderfinancialfreedom.com/ Facebook Page: https://www.facebook.com/First-Responder-Financial-Freedom-104285545708905 Facebook Group: https://www.facebook.com/groups/516680892660393  

Lykken on Lending
07-07-2022 SPECIAL EPISODE: ICE/Black Knight Merger

Lykken on Lending

Play Episode Listen Later Jul 7, 2022 43:54


In our SPECIAL EPISODE this week we have David H Stevens, CMB, CEO - Mountain Lake Consulting, Inc. here to discuss the ICE/Black Knight Merger, and how it will affect everyone concerned.Want to know more about David H Stevens?David H. Stevens CMB, (Dave) is the CEO of Mountain Lake Consulting, Inc. Dave is a 38-year veteran of the Mortgage Banking industry.Dave previously served as the President and CEO of Mortgage Bankers Association (MBA) and prior to this role, Dave served as the US Assistant Secretary of Housing and Federal Housing Commissioner at HUD (US Department of Housing and Urban Development). Dave has served a variety of key industry leadership roles prior to his work in Washington including as President and Chief Operating Officer of the Long & Foster Real Estate Companies, Inc., Executive Vice President of Wholesale Lending at Wells Fargo Home Mortgage, and Senior Vice President in charge of Single-Family Lending at Freddie Mac, and Group Senior Vice President at World Savings Bank. Dave currently sits on the Board of real estate investment trust Dynex, Inc.Dave works on advisory projects in real estate finance and provides technical and strategic consultation to financial institutions and intermediariesIn 2018 David was named Mortgage Professional Of The Year by National Mortgage Professional Magazine, has been named one of Bloomberg's 50 most powerful people in real estate, and Inman's 100 top most influential leaders. He received the Founders Award from NAHREP in 2013. David is often cited in the media having appeared on CNBC, PBS, and Bloomberg TV and quoted in major media. He has testified before the US Senate and House of Representatives multiple times and continues to influence policymakers in Washington.Dave received his CMB (Certified Mortgage Banker) designation in 2015 and holds a BA in Political Science from the University of Colorado at Boulder.Opinion: The risk of ICE, Black Knight deal is in the dataLYKKEN ON LEADERSHIP PODCAST-David Stevens, CEO of MBA

Rob, Anybody & Dawn
Shelby Elias from United Wholesale Lending 6-16-22

Rob, Anybody & Dawn

Play Episode Listen Later Jun 16, 2022 32:40


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wholesale lending
Rob, Anybody & Dawn
Shelby Alias with Wholesale Lending 4-26-22

Rob, Anybody & Dawn

Play Episode Listen Later Apr 26, 2022 46:34


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alias wholesale lending
Rob, Anybody & Dawn
Shelby Alias with United Wholesale Lending 3-25-22

Rob, Anybody & Dawn

Play Episode Listen Later Mar 25, 2022 21:53


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alias wholesale lending
Rob, Anybody & Dawn
Shelby Alias with United Wholesale Lending Joins RAD 3-8-22

Rob, Anybody & Dawn

Play Episode Listen Later Mar 8, 2022 41:55


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alias wholesale lending
Rob, Anybody & Dawn
Shelby Alias with United Wholesale Lending Joins RAD 2-25-22

Rob, Anybody & Dawn

Play Episode Listen Later Feb 25, 2022 41:11


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alias wholesale lending
HousingWire Daily
The UWM broker war

HousingWire Daily

Play Episode Listen Later Feb 11, 2022 24:39


On today's episode, HW+ Managing Editor Brena Nath talks with HousingWire's Managing Editor James Kleimann to discuss the latest updates on the UWM broker war saga. The episode touches on UWM's initial announcement a year ago that it will no longer partner with brokers who also work with Rocket Mortgage and Fairway Independent Mortgage. He also shares how the wholesale lender is making good on its threat to take legal action against partnering broker shops that also send business to Rocket Mortgage and Fairway Independent Mortgage.

Rob, Anybody & Dawn
Shelby Alias with United Wholesale Lending 2-2-22

Rob, Anybody & Dawn

Play Episode Listen Later Feb 2, 2022 21:18


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alias wholesale lending
Rob, Anybody & Dawn
Shelby Alias with United Wholesale Lending 1-20-22

Rob, Anybody & Dawn

Play Episode Listen Later Jan 20, 2022 52:15


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alias wholesale lending
Chrisman Commentary - Daily Mortgage News
1.13.22 Stearns Wholesale Lending; Changes in the Housing Market

Chrisman Commentary - Daily Mortgage News

Play Episode Listen Later Jan 13, 2022 8:16 Transcription Available


Today's podcast is brought to you by SimpleNexus, an nCino company and award-winning developer of mobile-first technology for the modern mortgage lender.  LimeGear from SimpleNexus puts mortgage metrics at your fingertips. Ditch the generic dashboards and do-it-yourself data entry for turnkey mortgage business intelligence. Featuring out-of-the-box dashboards, scorecards, and reports, LimeGear™ improves visibility and increases productivity across your entire organization. To see LimeGear in action, look for SimpleNexus at the MBA's Independent Mortgage Bankers Conference in Nashville or visit SimpleNexus.com.

Rob, Anybody & Dawn
Shelby Alias with United Wholesale Lending 12-3-21

Rob, Anybody & Dawn

Play Episode Listen Later Dec 3, 2021 40:59


See omnystudio.com/listener for privacy information.

alias wholesale lending
Rob, Anybody & Dawn
Shelby Alias with United Wholesale Lending Joins RAD 11-4-21

Rob, Anybody & Dawn

Play Episode Listen Later Nov 4, 2021 33:41


See omnystudio.com/listener for privacy information.

alias wholesale lending
RAD PRobcast
Episode 17 - RAD pROBcast - Shelby Elias from United Wholesale Lending & FinanceWithShelby.com

RAD PRobcast

Play Episode Listen Later Oct 19, 2021 60:49


Shelby Elias from FinancewithShelby.com joins me in one of the most inspiring, motivating, and brutally honest pROBcasts yet. We discuss the secrets and keys to both of our successful lives, (personal and professional), and talk about the importance of relationships as it relates to success. We explore the things that hold people back from their dreams and the ways people can, right now, begin working towards them. Along the way, we learn about Shelby's childhood, why he doesn't have a refrigerator, why he posts pictures of his jet, the role his faith plays in his life, and there's even an emotional moment when he opens up about how his phone gets in the way of his life at times. Shelby even turns us on to two easy, do-it-right-now ideas that could catapult people towards financial success.

RAD Radio
Episode 17 - RAD pROBcast - Shelby Elias from United Wholesale Lending & FinanceWithShelby.com

RAD Radio

Play Episode Listen Later Oct 19, 2021 60:49


Shelby Elias from FinancewithShelby.com joins me in one of the most inspiring, motivating, and brutally honest pROBcasts yet. We discuss the secrets and keys to both of our successful lives, (personal and professional), and talk about the importance of relationships as it relates to success. We explore the things that hold people back from their dreams and the ways people can, right now, begin working towards them. Along the way, we learn about Shelby's childhood, why he doesn't have a refrigerator, why he posts pictures of his jet, the role his faith plays in his life, and there's even an emotional moment when he opens up about how his phone gets in the way of his life at times. Shelby even turns us on to two easy, do-it-right-now ideas that could catapult people towards financial success.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

wholesale lending
Rob, Anybody & Dawn
Treble Trouble & Shelby Alias with United Wholesale Lending 9-15-21

Rob, Anybody & Dawn

Play Episode Listen Later Sep 15, 2021 39:46


See omnystudio.com/listener for privacy information.

alias treble wholesale lending
Mortgage X Podcast
Women With Vision - Jackie Dunlap, Chasity Graff, Amorette Hernandez, & Lil Abee

Mortgage X Podcast

Play Episode Listen Later Sep 13, 2021 24:06


On this episode we hear from some of the Top Mortgage Brokers and Women With Vision Award winners. Jackie Dunlap, Chasity Graff, Amorette Hernandez, & Lil Abee join Frazier to talk about what it means to be a Woman With Vision. 

Rob, Anybody & Dawn
Shelby Alias with United Wholesale Lending joins RAD 8-10-21

Rob, Anybody & Dawn

Play Episode Listen Later Aug 10, 2021 32:35


See omnystudio.com/listener for privacy information.

alias wholesale lending
Ask the Expert
The Future of Wholesale Lending

Ask the Expert

Play Episode Listen Later Aug 6, 2021 30:49


AmeriSave's Michael Brenning, President of their Wholesale Division joins us to discuss how utilizing technology helps them deliver exceptional experiences to their borrowers.Get to know strategy and tactics to grow your broker business and gain insight into the top performance metrics Michael and his team use to measure success.Hear the inside scoop on what he expects the future of wholesale lending to look like and how you can be better equipped to meet your customers' needs.

president wholesale lending
Rob, Anybody & Dawn
Shelby Alias with United Wholesale Lending joins RAD 5-20-21

Rob, Anybody & Dawn

Play Episode Listen Later May 20, 2021 36:15


See omnystudio.com/listener for privacy information.

alias wholesale lending
Inside the Mortgage Mind
XINNIX Executive Interviews – John Hudson, EVP & Head of Wholesale Lending at Mortgage Financial Services

Inside the Mortgage Mind

Play Episode Listen Later Feb 12, 2021 11:54


In this episode of Inside the Mortgage Mind, XINNIX Founder & CEO, Casey Cunningham, continues her executive interview series by speaking with John Hudson, Executive Vice President and Head of... The post XINNIX Executive Interviews – John Hudson, EVP & Head of Wholesale Lending at Mortgage Financial Services appeared first on XINNIX.

Difference Makers
Difference Makers: James Hooper of Commerce Home Mortgage

Difference Makers

Play Episode Listen Later Dec 3, 2020 39:06


Jim Boghos and James Hooper go deep and talk about everything from building a team and being a good leader, to faith and hot yoga. Don't miss it! James is currently the SVP of Wholesale Lending at Commerce Home Mortgage, is known for his ability to build teams & scale businesses, and has previously been recognized by National Mortgage Professional as a Top 40 under 40 and Most Connected Mortgage Professional.

Next Level Loan Officers
Building for Growth from Day One w/Shah Tehrany

Next Level Loan Officers

Play Episode Listen Later Nov 23, 2020 23:44


On this episode 14yr Mortgage Veteran Shah Tehrany, President of Madison Mortgage, joins Sean to talk about how he is scaling his business for growth. Shah goes into his team structure that is currently closing 50 million and 100 units and is building to hit 500 units a month. 1:30 Intro to Shah4:25 How do you scale?8:10 What drove Shah’s growth12:20 Find the right lending partner16:40 Team structure20:30 Building for growth from Day 1Quotes:“You have to ask yourself if you really want to scale your business?”“Once you get to 200, 300 units it isn’t challenging to get to 1000. At that point it is all about people.”“Focus on growing your team intelligently.”“The business and industry is evolving, so speed is an important variable.”Key Takeaways:It is hard to scale your business if you are doing all the work with origination. You have to be there for your people when you decide to build a team. Your lifestyle and what is best for you will dictate to what level to scale your business. In a wholesale it is about finding true partners. Those that are nimble will be the ones that do well in the next decade. Having SOPs in place is non negotiable. Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com

Mortgage X Podcast
E63: The Mortgage Industry is NOT for the Weak w/Dixie Sanders

Mortgage X Podcast

Play Episode Listen Later Nov 11, 2020 36:16


Dixie Sanders ranks as one of the top Mortgage Loan Originators in the nation. She is an exceptional professional, having in excess of twenty five plus years in mortgage banking and having provided over 12,000 families with a mortgage that was specific to their needs. She always delivers exactly what she promises – the best for her clients.Dixie’s education and depth of experience serve as the foundation to her cutting-edge lending style. She has an Associate Degree in Real Estate, and she is also a certified FHA Direct Endorsement Underwriter and VA LAPP Underwriter. Her team foundation is built around, “customer service first,” and each member contributes to their overall caring attitude and thorough attention to detail. She enjoys strong referral relationships with many of the area’s Real Estate professionals, and considers them friends in addition to business associates.Dixie has built a strong team to better serve her clients, making her one of the most successful lenders. An industry pacesetter, she has also served as a model and business coach for the last 14 years for her fellow lenders through The Core Training, a nationally acclaimed mortgage coaching and training entity.

HousingWire Daily
Geoff Zimpfer and Sarah Wheeler on the IPO craze and the nation's forbearance rate

HousingWire Daily

Play Episode Listen Later Oct 16, 2020 21:24


In today's Daily Download episode, Mortgage Marketing Radio's Geoff Zimpfer and HousingWire Editor in Chief Sarah Wheeler discuss the growing number of mortgage companies entering the public arena and the nation's latest forbearance numbers.For some background on the interview, here's a brief summary of HousingWire's latest article on Blackstone-owned lender and servicer Finance of America becoming the latest company to to join the IPO craze:End-to-end lending and services platform Finance of America Capital is the latest mortgage company to get in on the mushrooming IPO craze.The lender and servicer, owned by the Blackstone Group's Tactical Opportunities business, is slated to go public in the first half of 2021 through a special purpose acquisition company at a $1.9 billion valuation. After it merges with Replay Acquisition Company, Finance of America will receive a $250 million investment from institutional investors, according to the Wall Street Journal, which first reported the merger. Blackstone will own 70% of the company, which is expected to go public in the first half of 2021.Finance of America says its collection of companies has originated over $65 billion in loans since 2017. Its products include traditional mortgages, commercial real estate loans, reverse mortgages, fixed-income investing and title services. Blackstone has expanded its Finance of America corporation through a number of acquisitions in recent years, including pickups of Gateway Funding, Pinnacle Capital Mortgage and Skyline Home Loans.The Daily Download examines the most compelling articles reported from the HousingWire newsroom. Each afternoon, we provide our listeners with a deeper look into the stories coming across our newsroom that are helping Move Markets Forward. Hosted by the HW team and produced by Alcynna Lloyd and Victoria Wickham.HousingWire articles covered in this episode:Blackstone-owned lender and servicer Finance of America to go publicCaliber Home Loans plans $2B-plus IPOAfter record fall of 18%, forbearances rose slightly last weekUnited Wholesale Mortgage plans $16B public debut via acquisition

Agent Marketer Podcast - Real Estate Marketing for the Modern Agent
E83: Mind, Body, and Culture with Eric Skates & Sean Alexander

Agent Marketer Podcast - Real Estate Marketing for the Modern Agent

Play Episode Listen Later Oct 13, 2020 32:58


On this episode Eric Skates, CMO of EPM along with Sean Alexander of The Model Trainers join me to talk about enhancing your culture through fitness and mental toughness during the era of working remotely. Eric talks about EPM+ and how that was created to enhance the company's culture as EPM embraces having a distributed workforce. Link from the episode: http://go.equityprime.com/getfit

HousingWire Daily
Geoff Zimpfer and Sarah Wheeler on UWM's $16B IPO

HousingWire Daily

Play Episode Listen Later Sep 25, 2020 17:58


In today's Daily Download episode, Mortgage Marketing Radio's Geoff Zimpfer and HousingWire Editor in Chief Sarah Wheeler discuss the significance of mortgage companies like Rocket and United Wholesale Mortgage going public.For some background on the interview, here's a brief summary of HousingWire's latest article on United Wholesale Mortgage's $16B acquisition from Gores Holdings IV Inc. :United Wholesale Mortgage, the largest wholesale lending firm in the country, is joining the blank-check company craze and will make its public debut via an acquisition.The Detroit-headquartered UWM will merge with businessman Alec Gores' special purpose acquisition company (SPAC) Gores Holdings IV Inc in a deal that will value the new UWM at $16.1 billion, the company said in a statement Wednesday morning. That's roughly 9.5X the company's estimated 2021 adjusted net income of $1.7 billion.The acquisition will enable UWM to retain roughly 94% of the combined company. As part of the deal, UWM will receive about $425 million in cash held in Gores's trust account, plus $500 million from a private placement. The combined company will be listed on the Nasdaq under the ticket symbol “UWMC.” The Wall Street Journal first reported the news.UWM's CEO Mat Ishbia, who took over the family business from his father in 2003 and transformed it into the largest wholesale lender in the nation, will be head of the combined company.The Daily Download examines the most compelling articles reported from the HousingWire newsroom. Each afternoon, we provide our listeners with a deeper look into the stories coming across our newsroom that are helping Move Markets Forward. Hosted by the HW team and produced by Alcynna Lloyd and Victoria Wickham.HousingWire articles covered in this episode:United Wholesale Mortgage plans $16B public debut via acquisitionShant Banosian becomes Guaranteed Rate's first LO to originate $1 billionLoanDepot could make public debut this year at up to $15BQuicken Loans prepares for IPO

Mortgage X Podcast
E62 Thinking Big w/Ruth Lee

Mortgage X Podcast

Play Episode Listen Later Sep 22, 2020 38:04


On this episode Elite Executive Coach Ruth Lee joins Christine Beckwith to talk about Thinking Big, Being Authentic, Challenging Your Own Assumptions and Unlocking the Super Me inside yourself.

Mortgage X Podcast
E61: The Power of AQ w/James Robert Lay

Mortgage X Podcast

Play Episode Listen Later Sep 1, 2020 36:12


On this episode of Mortgage X, James Robert Lay joins Jason Frazier to discuss the power of the Adaptability Quotient. James also discusses how brands can shift their practices to rethink the customer journey, improving relationships, the fear wall, how mortgage companies can be more agile, and embrace change.

Agent Marketer Podcast - Real Estate Marketing for the Modern Agent
E82: Interrupting the Traditional Mortgage Model w/Mike Kortas

Agent Marketer Podcast - Real Estate Marketing for the Modern Agent

Play Episode Listen Later Sep 1, 2020 34:58


On this episode, CEO of NEXA Mortgage, Mike Kortas joins Jason Frazier to talk about genesis of NEXA Mortgage and how they have become the fastest growing brokerage in the country.

Agent Marketer Podcast - Real Estate Marketing for the Modern Agent
75x: Don't Be That Guy - Hello Mortgage Interrupt!

Agent Marketer Podcast - Real Estate Marketing for the Modern Agent

Play Episode Listen Later Aug 21, 2020 27:10


Welcome to the very first episode of the Mortgage Interrupt podcast. MIP is focused on being a FUN disruptive force in the world of mortgage marketing, sales, and technology. With a heavy dose of Real Talk, episodes will include interviews with industry influencers, marketers, innovators, new tech, social media, and commentary. Mortgage Interrupt is a proud member of the REAL Disrupt Podcast collaborative.

Mortgage X Podcast
E60: New Podcast? Change is in the Air!

Mortgage X Podcast

Play Episode Listen Later Aug 21, 2020 22:57


On this episode Jason Frazier talks about all the recent changes and the announcement of a brand new Mortgage X Podcast!

Next Level Loan Officers
You Have to Focus on the Long Game w/Jamie Cavanaugh

Next Level Loan Officers

Play Episode Listen Later Aug 17, 2020 27:01


On this episode Jamie Cavanaugh joins Sean and KT to talk about how Loan Officers cannot let the refi boom make them lose their focus on business building activities. Jamie talks about the importance of having a process so that sales activities are the only thing loan officers are doing every day. 2:25 - Who is Jamie Cavanaugh 8:00 - How should MLOs look at the current market15:20 - Give value without an ask18:50 - The importance of having a process23:00 - Letting your business skyrocket Quotes“We are working in a very reactive environment right now.'“If you want to survive in this business you have to focus on the long game.”“The best thing you can do right now is to give value without an ask.”“Sales activities are the highest and best use of a Loan Officers time.”“The $400 an hour sales activities need to be left to the sales folks and let the ops folks do their thing.”TakeawaysMLOs cannot lose focus on business building activities. Refis are good business, but focusing on your long-term purchase business is keyIf you let your marketing suffer you are letting your business suffer. Great opportunity to grab marketshare as other MLOs lose focus. Giving value to your agent network without asking for anything in return is an easy way to win relationships and business. Understand the difference between sales activities and ops activities. Links:Mortgage Success Academy -onedollarmsa.comNext Level Loan Officers - https://www.nllodigital.com/mortgage-success-offerLoan Officer Events - loanofficerevents.comSocial Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Jamie Facebook - https://www.facebook.com/jamie.king.142Text the word: nextlevel to 36260 to download our appThe Next Level Loan Officers Podcast is a proud founding member of the REAL Disrupt Podcast Collaborative. You can check our more awesome podcasts at REALDisrupt.com

Mortgage X Podcast
75x-6: REAL TALK: Hold Yourself to the Same Standards

Mortgage X Podcast

Play Episode Listen Later Aug 5, 2020 18:35


On this episode of 75x on the Mortgage X Podcast, Jason Frazier holds a Real Talk session about accountability, being real about what you need to fix, and not holding others to a higher standard than yourself.

Mortgage X Podcast
E58: Secrets of the Nation's Top Producing Loan Officer - Shant Banosian

Mortgage X Podcast

Play Episode Listen Later Aug 3, 2020 34:20


On this episode, Top Producing MLO Shant Banosian of Guaranteed Rate, joins Christine Beckwith and Jason Frazier. Shant will give you insight on how he built his business, his team, and what his keys to success consist of.

Mortgage X Podcast
75x-5: Don't Be An Askhole

Mortgage X Podcast

Play Episode Listen Later Jul 29, 2020 13:39


On this episode of 75x, Jason Frazier talks the askholes! Those people who ask for help or advice online and argue with those who try to help. You know who I am talking about.

Mortgage X Podcast
XT-1: Empowering Women in Mortgage w/Liz Irish & Dr. Melissa Bird

Mortgage X Podcast

Play Episode Listen Later Jul 27, 2020 35:02


On this first episode of Mortgage Xtras, Christine Beckwith sits down with Liz Irish and Dr. Melissa Bird of Aisling Productions to discuss their mission of empowering women in mortgage.

Agent Marketer Podcast - Real Estate Marketing for the Modern Agent

On this episode Kevin Ducey, President of Whiteboard CRM, joins Jason Frazier to have a Real Talk session about mortgage CRMs.

Agent Marketer Podcast - Real Estate Marketing for the Modern Agent

On this episode Jason Frazier continues his DotCom Secrets Series, covering Russell Brunson's book, DotCom Secrets. This episode covers Secret #2, Hook, Story, Offer.

Mortgage X Podcast
E53: Coaching WILL Make a Difference w/Whitney Hall

Mortgage X Podcast

Play Episode Listen Later Jul 15, 2020 46:07


On this episode Whitney Hall joins Christine Beckwith and Jason Frazier to talk about how Coaching changed the trajectory of his mortgage career. Whitney goes deep into where he was, his struggles, regrets, and how coaching set him on the right path.

Mortgage X Podcast
75x-2: Let’s get REAL about becoming a Top Producer

Mortgage X Podcast

Play Episode Listen Later Jul 8, 2020 19:59


On this episode of 75x of the Mortgage X Podcast, Jason Frazier talks about the one thing no one talks about when it comes to being a Top Producer.

Agent Marketer Podcast - Real Estate Marketing for the Modern Agent
DotCom Secrets Recap - The Secret Formula Part One

Agent Marketer Podcast - Real Estate Marketing for the Modern Agent

Play Episode Listen Later Jul 8, 2020 31:03


On this episode Jason Frazier starts a new series on Russell Brunson's DotCom Secrets Book Update. Frazier covers the Sales Funnel and what the Secret Formula that Russell Brunson uses to create a high performing sales funnel.

HousingWire Daily
UWM CEO on interest rates as low as 2.5%

HousingWire Daily

Play Episode Play 25 sec Highlight Listen Later Jul 6, 2020 12:35


Today's Daily Download episode features an interview with United Wholesale Mortgage CEO Mat Ishbia. In this episode, Ishbia shares UWM's journey to becoming the top wholesale lender, his goal to be the top lender in the nation and how UWM has managed to successfully navigate COVID-19. This episode digs deeper into the main feature from the July issue of HousingWire Magazine, which spotlights how UWM captured the wholesale market. During the interview, Ishbia also gives an update on how the company is performing now and their plans for the rest of the year. One of the biggest updates from UWM was the launch of its Conquest program for new UWM customers. The new loan program offers borrowers an interest rate as low as 2.5% for both purchase mortgages and refinances.“If you go back to May 11, the day before we rolled out Conquest, nobody was talking about 30-year fixed in the 2s. A lot of people said you could never go below 3%, and all of a sudden, now we've done almost 100,000 loans since that day, with a 30-year fixed-rate mortgage in the 2s,” said Ishbia. Ishbia wraps up the podcast by commenting on the journey of the broker channel, looking back at the fall and rise of brokers since the financial crisis more than a decade ago. “The big thing here is that the broker channel is back and is stronger than ever,” he said. “With what UWM has done and a lot of other great wholesale lenders, it makes it so that you can be an independent mortgage broker  – you're not captive to a retail lender – with access to the best lenders in America with different turn times, different products, different service levels, different pricing, and basically take care of your clients, make the same if not more money and do more business as an independent broker.”The Daily Download examines the most compelling articles reported from the HousingWire newsroom. Each afternoon, we provide our listeners with a deeper look into the stories that are helping Move Markets Forward. Hosted by the HW team and produced by Alcynna Lloyd.HousingWire articles covered in this episode:How UWM captured the wholesale market (HW+)UWM CEO Mat Ishbia promises no layoffs during coronavirus slowdownUWM now offering mortgage interest rates as low as 2.5%

Lykken on Lending
A GREAT "COMEBACK" STORY: Wholesale Lending & the Mortgage Broker

Lykken on Lending

Play Episode Listen Later Jun 2, 2015 25:26


It wasn't that long ago that many were saying that WHOLESALE LENDING and the MORTGAGE BROKER were going to go the way of the dinosaur.  Today's   resurgence of the Wholesale Channel and those that participate in the channel are doing very well.  It is one of the great "come back" stories of our industry.   To talk about this, we have as our special guest, GREG MURRAY, CEO of Wholesale One™.  On today's broadcast, we will be discussing the following and much more:   How will the revitalization of the wholesale market benefit the industry overall?What will be some of the keys in your mind for brokers to succeed in the today's market?Is a more purchase focused market a good thing for brokers? What is the key - or perhaps couple of keys – to succeeding in wholesale as a lender?Some brokers have begun operating as non-delegated correspondents.  Is this a good thing?  I encourage you to tune into this important broadcast and tell others to do so as well.  Encourage you to email me in advance of this broadcast any questions that you would like me to ask our guest.  Our guest, Greg Murray, is very experienced and knowledgeable about the trends related to the Wholesale market and the potential it has.   It wasn't that long ago that many were saying that WHOLESALE LENDING and the MORTGAGE BROKER were going to go the way of the dinosaur.  Today's   resurgence of the Wholesale Channel and those that participate in the channel are doing very well.  It is one of the great "come back" stories of our industry.   To talk about this, we have as our special guest, GREG MURRAY, CEO of Wholesale One™.  On today's broadcast, we will be discussing the following and much more:   How will the revitalization of the wholesale market benefit the industry overall?What will be some of the keys in your mind for brokers to succeed in the today's market?Is a more purchase focused market a good thing for brokers? What is the key - or perhaps couple of keys – to succeeding in wholesale as a lender?Some brokers have begun operating as non-delegated correspondents.  Is this a good thing?  I encourage you to tune into this important broadcast and tell others to do so as well.  Encourage you to email me in advance of this broadcast any questions that you would like me to ask our guest.  Our guest, Greg Murray, is very experienced and knowledgeable about the trends related to the Wholesale market and the potential it has.  

Lykken on Lending
A GREAT "COMEBACK" STORY: Wholesale Lending & the Mortgage Broker

Lykken on Lending

Play Episode Listen Later Jun 2, 2015 25:27


It wasn't that long ago that many were saying that WHOLESALE LENDING and the MORTGAGE BROKER were going to go the way of the dinosaur.  Today's   resurgence of the Wholesale Channel and those that participate in the channel are doing very well.  It is one of the great "come back" stories of our industry.   To talk about this, we have as our special guest, GREG MURRAY, CEO of Wholesale One™.  On today's broadcast, we will be discussing the following and much more:   How will the revitalization of the wholesale market benefit the industry overall?What will be some of the keys in your mind for brokers to succeed in the today's market?Is a more purchase focused market a good thing for brokers? What is the key - or perhaps couple of keys – to succeeding in wholesale as a lender?Some brokers have begun operating as non-delegated correspondents.  Is this a good thing?  I encourage you to tune into this important broadcast and tell others to do so as well.  Encourage you to email me in advance of this broadcast any questions that you would like me to ask our guest.  Our guest, Greg Murray, is very experienced and knowledgeable about the trends related to the Wholesale market and the potential it has.

Lykken on Lending
6-1-15 A GREAT "COMEBACK" STORY: Wholesale Lending & the Mortgage Broker

Lykken on Lending

Play Episode Listen Later Jun 1, 2015 62:41


It wasn't that long ago that many were saying that WHOLESALE LENDING and the MORTGAGE BROKER were going to go the way of the dinosaur.  Today's   resurgence of the Wholesale Channel and those that participate in the channel are doing very well.  It is one of the great "come back" stories of our industry.   To talk about this, we have as our special guest, GREG MURRAY, CEO of Wholesale One™.  On today's broadcast, we will be discussing the following and much more:   How will the revitalization of the wholesale market benefit the industry overall?What will be some of the keys in your mind for brokers to succeed in the today's market?Is a more purchase focused market a good thing for brokers? What is the key - or perhaps couple of keys – to succeeding in wholesale as a lender?Some brokers have begun operating as non-delegated correspondents.  Is this a good thing?  I encourage you to tune into this important broadcast and tell others to do so as well.  Encourage you to email me in advance of this broadcast any questions that you would like me to ask our guest.  Our guest, Greg Murray, is very experienced and knowledgeable about the trends related to the Wholesale market and the potential it has.   It wasn't that long ago that many were saying that WHOLESALE LENDING and the MORTGAGE BROKER were going to go the way of the dinosaur.  Today's   resurgence of the Wholesale Channel and those that participate in the channel are doing very well.  It is one of the great "come back" stories of our industry.   To talk about this, we have as our special guest, GREG MURRAY, CEO of Wholesale One™.  On today's broadcast, we will be discussing the following and much more:   How will the revitalization of the wholesale market benefit the industry overall?What will be some of the keys in your mind for brokers to succeed in the today's market?Is a more purchase focused market a good thing for brokers? What is the key - or perhaps couple of keys – to succeeding in wholesale as a lender?Some brokers have begun operating as non-delegated correspondents.  Is this a good thing?  I encourage you to tune into this important broadcast and tell others to do so as well.  Encourage you to email me in advance of this broadcast any questions that you would like me to ask our guest.  Our guest, Greg Murray, is very experienced and knowledgeable about the trends related to the Wholesale market and the potential it has.  

Lykken on Lending
6-1-15 A GREAT "COMEBACK" STORY: Wholesale Lending & the Mortgage Broker

Lykken on Lending

Play Episode Listen Later Jun 1, 2015 62:42


It wasn't that long ago that many were saying that WHOLESALE LENDING and the MORTGAGE BROKER were going to go the way of the dinosaur.  Today's   resurgence of the Wholesale Channel and those that participate in the channel are doing very well.  It is one of the great "come back" stories of our industry.   To talk about this, we have as our special guest, GREG MURRAY, CEO of Wholesale One™.  On today's broadcast, we will be discussing the following and much more:   How will the revitalization of the wholesale market benefit the industry overall?What will be some of the keys in your mind for brokers to succeed in the today's market?Is a more purchase focused market a good thing for brokers? What is the key - or perhaps couple of keys – to succeeding in wholesale as a lender?Some brokers have begun operating as non-delegated correspondents.  Is this a good thing?  I encourage you to tune into this important broadcast and tell others to do so as well.  Encourage you to email me in advance of this broadcast any questions that you would like me to ask our guest.  Our guest, Greg Murray, is very experienced and knowledgeable about the trends related to the Wholesale market and the potential it has.