Episodes

Montana Mortgage Broker David Boye does things right. He is an active member of his community, he treats his team like family, and he holds the consumer above all else. Listen in to this week’s episode of AIME’s Broker To Broker Podcast as David shares his unique way to stand out in the community, how to surround yourself with co-workers who care about each other, and how to build a client referral network so big, you won’t need to market to anyone else. While talking to another local entrepren...

Growing up, New York Mortgage Broker Sean Caufield had only negative connotations associated with the mortgage industry. As a kid, his parents’ house went into short sale and his grandmother took out a reverse mortgage without telling anyone, resulting in a hefty balloon payment. Sean’s first introduction to working through the loan process wasn’t much different. He was thrown into the industry as a telemarketer, and with no guidance, was tossed a book of random leads. Not enough knowledge led t...

Now fully coming into her own as a broker, California Mortgage Broker Teena Broumand is taking the next step, with the help of AIME, Brokers Are Better, & Women’s Mortgage Network communities. Teena shares that before she found AIME, she felt she repeated her first year as a broker for five years in a row. She needed help, but couldn’t know what she didn’t know and she didn’t know who to reach out to for help. But a few years later now, and with many networking events under her belt, Teena is no...

A true mortgage advisor with over 20 years of experience, Florida Mortgage Broker Melinda Payan never says no to a potential client. In the most extreme scenarios, Melinda helps potential borrowers create gameplans that will eventually lead to a new home, but in most cases, borrowers were just given the wrong advice and fell victim to those that didn’t know enough about the process. By taking her time and using an extensive knowledge of mortgage guidelines, Melinda has been able to save many dea...

EXPLETIVE WARNING (NSFW) Michigan Broker Owner Amer Bally’s most important principle to success is Authenticity. Customers know when they’re being sold to, and they don’t like it. Be up front, be straightforward, and be yourself. The client is the be-all end-all for Amer, to the point that he diverts his time and money away from social media and realtor referrals, and has put it all towards the client relationship. Relationship being the key word. It’s not just about their experience from appli...

Ivy League Graduate Adriana Bates knows exactly what she wants. She’s worked her entire career to chisel down and fine tune every process and system to perfection. From prospecting clients to working through her loan pipeline to post-close, Adriana leaves no stone unturned. Tune into this week of Broker To Broker as Adriana shares her secrets to success. Trying to simplify a complicated process, Adriana realized that we think better when we break down everything into tangible pieces. But that’s...

Grant Botma runs a brokerage, insurance agency, and investment firm. He owns a software company, hosts two podcasts, releases two videos and a blog every week, and takes 2 full months off a year. The one single entity that allows for Grant’s success? His team. But it’s not just a team to Grant. His “team” is his family. They care about one another, they have trust, and they hold each other accountable, all to benefit the overall goal of Stewardship Mortgage; to serve their community with wisdom ...

Having transitioned from retail to wholesale just three weeks before COVID hit, Mortgage Broker Wade Betz has continued to thrive under pressure. Wade credits his success to keeping it simple, utilizing technology, and staying top-of-mind with realtor and borrower referrals. “Every month you’re not touching your database, you’re losing 10% of your influence with them”, Wade shares, “so if you go a whole year without contact it’s highly likely they’ll forget your name. If you’re not staying top-...

Coming from an entrepreneurial family, Idaho Mortgage Broker Melissa Puckett has always known one thing above all else: Authenticity wins every time. And this idea has only proven itself more over her last 17 years in the industry. Having built a business on exclusively organic word of mouth and realtor referrals, and having never bought a single lead, Melissa has found success, and she’s done it her way. But she makes it clear, it wasn’t easy. Early on in her career, she played by the rules, b...

Climbing the ladder since 2005, Nevada Broker/Owner Elena Boland has found a recipe for consistent success. Noting that growth will be doubly important once the current refi-boom ends, Elena has made it a priority ever since attending an AIME training session in 2019. Elena also made it clear that she didn’t just start hiring right out the gate. After using her brokerage’s numbers to highlight key weaknesses and strengths, Elena created and implemented new processes and procedures to improve he...

As AIME President Marc Summers puts it, top Broker/Owner Pablo Martinez keeps it simple. He looks for good people and retains them by giving them the service and support they need. This leads to a better client experience, creates a referral source, and in turn, becomes the catalyst for growth. Pablo’s success is undeniable. The Equity Smart Home Loans leader has over 20 years of experience and survived the crash of ‘08. His Brokerage just closed 2,528 units last year, bringing in a total of $1...

Starting as a standard banker, Mike found an MLO he greatly respected, after half a year under her wing, she retired, and he took her spot. This involved teaching many other LO’s the basics and making sure they retained special product knowledge as well. He was then promoted again to do the same for the entire state of Virginia. During this time, Mike saw a fatal flaw in their systems, a complete rebuild was needed on their antiquated tech stack. Instead of bringing someone else in to do it, Mik...

Since middle school, D.C. Terry wanted to be a Marine, so he became a Marine. Then, knowing he wanted to work for himself, and with the goal of buying his mother a home, he started to dabble in the housing industry. Now, with 20 years of experience and his own successful brokerage, D.C. has a new goal, to leave an everlasting legacy and to make an impact in his community. Listen to this week’s episode of Broker To Broker to find out how he has surpassed all of his previous goals, what new goals ...

For Amanda Stevenson, helping people find homes is a family affair. Growing up with a real estate agent/mortgage broker father, Amanda knew what an LTV was by age 10 and had her own real estate license by 20. Now, her daughter is her assistant. Amanda attributes her success to two major actions; leaning into her specialty, VA home loans, and her ability to trust her team. Both took time to nurture and grow, but once she decided to become intentional in her actions, everything started to fall int...

We’re flipping the switch for this very special milestone episode of Broker To Broker as AIME President Marc Summers interviews former host and Philadelphia Mortgage Broker, JP Hussey. Championing complete and utter transparency above all else, JP has learned that the only way to successfully have a work/life balance is to shoot straight and be yourself. If you feel good, you work good. Creating the right company culture is one of the many pillars to building a successful brokerage. A family bu...

Wholesale channel Veteran and Broker / Owner Corrina Carter has doubled her business by analyzing, dissecting, and rearranging her processes and procedures. It’s taken her 23 years in the industry, and the last 9-months of hands-on work, but she is almost done perfecting her processes and procedures. That’s one of the most important things to Corrina, you always have to adapt to the current times and put checks and balances in place in order to not just make sure you’re running as smoothly as po...

Having been in and out of the industry since the early 90’s, California Mortgage Broker Andrew Kunisawa has only recently transitioned back to the wholesale channel. Instead of just shyly standing in the corner and surviving off the minimal amount of loans he needed, Andrew has taken full advantage of all the tools and resources that weren’t available to him back when he first got into the business. While he does share his thanks for us here at AIME, Andrew’s main source of growth is directly li...

EXPLETIVE WARNING (NSFW) Producing Broker/Owner Jackie Dunlap does not hold back. She worked hard to get here and she’s just getting started. Once a retail “scrubber,” as her position was called at the time, Jackie is now the shining example of how (and why) to transfer to the wholesale channel. Backed into a wall by end of year call reports, Jackie felt overwhelmed and borderline hopeless. With seemingly nowhere else to go, Jackie simply asked for help. This is when everything changed. The Bro...

Real Estate Agent turned Mortgage Broker Arlicia Jones holds the ability to build trust above all others. With a brokerage based almost entirely on referrals, Arlicia has built a business around making relationships that matter. She not only argues that cultivating successful relationships is the most important part of the job but it’s the sole factor that will keep the wholesale channel relevant through an automated and tech-heavy future. Arlicia calls every prospective client herself, making ...

You have to plant the tree now, so next year you’ll have shade. Having built a 100% referral based business, nobody knows that better than Southern California Broker/Owner and COO of Amerifund Home Loans, Jamie Cavanaugh. Starting as a Loan Officer Assistant while still in high school, Jamie has amassed over 20 years of industry experience. After experiencing multiples sides of the business and surviving the ‘08 crash, she has learned that while there are endless ways to be successful in the who...

Tune into this special AIME Fuse virtual edition of Broker To Broker with not one, not two, but THREE guests as they preview their panels for AIME Fuse 2020 on Friday, September 25th. Broker/Owner and blogger Scott Schang gives a sneak peek into how he has created his 100% referral based business. Scott says that getting good leads the right way is not the easiest route, but it’s what’s best for business. Using high-trust consumer-direct marketing, Scott has been able to establish real relation...

Through dealing with the west coast forest fires and balancing multiple different hybrids of in-school and at-home learning, Oregon mortgage broker and mother of six, Claire Mahoney has learned a thing or two about controlling chaos. Having had an employee quit with no warning and two others get pregnant at the same time, Claire has managed to not just uphold her high expectations, but has set up her brokerage for long-term growth. Now VP of Mortgage First Corp, Claire made sure to earn her pos...

With 15 years in the wholesale channel, Louisiana Broker/Owner Chasity Graff has networked with the entire industry by now. She has learned how to maneuver and manipulate social media and knows how to squeeze the most wealth and knowledge out of any facebook group. Identifying the COVID-19 pandemic as a unique opportunity, Chasity has leaned into all the things she never had time to do before, notably perfecting her processes and procedures. Listen along during this week’s episode of Broker To ...

It’s easy to get lost in the chaos of this unprecedented refi-boom, but AIME President, Michigan Mortgage Broker, and high school basketball coach Marc Summers is here to share the processes and procedures he has used to help his brokerage flourish for almost two decades. Marc preaches the importance of keeping it simple. With so many opportunities to overcomplicate an already complicated process, it’s important to focus on what’s most important; always doing what’s right and holding the client ...