Episodes

From working in retail to becoming one of the top-producing brokers in the country, Matt Cole from United Wholesale Lending has used his passion for success and structure to create a high-volume business within the mortgage industry. According to Matt, working with like-minded people who respect your time and support you is the key toward accomplishing your goals as an independent mortgage broker. Tune in to this week’s episode of Broker to Broker to learn more about why you should be constantly...

From working at a gym to becoming a successful self-producing loan officer, Jason Erickson of Barrett Financial Group has built his career on utilizing organic marketing techniques and remaining true to himself. According to Jason, it’s important to not only focus on promoting your business on social media, but share aspects of your personal life to bring a more humanized approach to your online presence. Tune into this week’s episode of Broker to Broker to learn more about the importance of sta...

As a self-producing broker owner, Nick Heth of Phoenix Mortgage Brokers has focused on standing out from his competitors by becoming well-versed in areas of the mortgage industry that others might not always understand. According to Nick, the best way to provide for your clients is to educate yourself on every aspect of the loan process and work toward finding your niche as an independent mortgage broker. Tune into this week’s episode of Broker to Broker to learn more about the importance of con...

From running nightclubs to owning a high volume brokerage, Tom Ahles of Edge Home Finance Corporation has always approached his business with a relationship-based mindset. According to Tom, it’s important to grow your business organically and focus on offering the best deals possible for your clients. If you’re giving them a valuable experience, it’ll ultimately lead to more referrals and loans within your pipeline. Tune into this week’s episode of Broker to Broker to learn more about how you ca...

As a successful woman in a male dominated industry, Irene Amato of A.S.A.P Mortgage has solely built her business on the importance of bringing motivation into the company culture and participating in community outreach efforts. She believes in hiring like-minded individuals who carry similar values and focus on providing each client with an exceptional experience during their home buying process. Tune into this week’s episode of Broker to Broker to learn more about how Irene uses her knowledge ...

From running a business on ebay at the age of 11 to selling baseball cards in middle school, Dan Patty of Solcosta Home Loans has always led with an entrepreneurial mindset. He’s constantly focusing on templating processes and organizing Excel spreadsheets to ensure every client successfully closes on a home. Dan believes systemizing everything upfront can be what saves you in the end. Tune into this week’s episode of Broker to Broker to learn more about the purpose of over-explaining throughout...

Whether you’re a seasoned broker or new to the channel, it’s important to center your business model around the needs of your consumers. As a loan originator, you should focus on having a balanced mindset and building trustworthy relationships in order to succeed in the mortgage industry. If you work hard in the beginning, you’ll end up benefiting even more in the long run. Tune into this week’s episode of Broker to Broker to learn more about how you can become a true advisor for your clients an...

From graduating college with a degree in engineering to joining the broker channel, Barb Multari of Pathway Mortgage Group has succeeded through the challenges of opening her own brokerage and establishing a local reputation for herself after uprooting her entire life to move across the country. As Barb and her husband work together to grow their business, they’ve learned to combine their niches to become a high volume brokerage and create an exceptional client experience. Tune in to this week’s...

From dealing with his family’s financial struggles as a child to becoming a self-made millionaire, Andy Harris of Vantage Mortgage Group has dedicated his career in the mortgage industry to focusing on establishing effective systems and staying ahead of competition. According to Andy, incorporating technology into your business can create a customized consumer experience and help independent mortgage brokers better adapt to the ever-changing housing market. Tune into this week’s episode of Broke...

Mixing his analytical background and determined mindset, Nate Davis of Florida Mortgage Firm has focused immensely on creating effective processes to benefit not only the consumer but his real estate partners and loan officers as well. According to Nate, consistency is the key to developing healthy habits that will improve your business and relationships. As a business owner or loan officer, implementing a sense of repetition into your business structure can make everything that much easier in t...

What are you doing to stay top of mind with your clients? Katrina DiBiase of North Star Mortgage Group believes that forming a solid and valuable relationship with your clients is the key to growing your business. Whether it’s meeting in-person to discuss their loan application or delivering personalized gift baskets, you focus on making personal connections with your clients rather than providing just a transactional experience. Tune in to this week’s episode of Broker to Broker to learn more a...

The key to success is creating effective systems that will guarantee you’re dominating the mortgage industry, according to Brian Decker of Modern Lending. Brian has dedicated his time in the mortgage industry to breaking down the loan process and utilizing his drive to rank as one of the top-producing independent mortgage brokers in the country. It’s all about putting yourself in the right mindset and constantly ensuring you’re top of mind within your referral base. Tune in to this week’s episod...

With a determined mindset and desire to grow his own business, Shashank Shekhar from Arcus Lending came to America with not only the intent to fully accomplish his goals but also to create a long-lasting legacy that will carry on. As stated by Shashank, we should be focusing on hiring for quality rather than only looking for certain skill sets during the recruiting process. He notes that if you’re hiring individuals that align with your values and idea of culture, you can create a sustainable bu...

With over 13 years of experience working as an independent mortgage broker, Andres Munar of Keystone Alliance Mortgage has managed to successfully build a high volume business and quickly become a recognizable name within the mortgage industry. According to Andres, the key to success is giving back to your employees what your mentors gave to you and focusing on creating a trustworthy culture within the workplace. Listen to this week’s episode of Broker to Broker to learn more about the family An...

With a mindset focused on becoming one of the largest and top-producing mortgage brokerages in the country, Mat Grella and his team at NEXA Mortgage have accomplished that goal in less than three years of operation. Although they might have been able to check one item off the list, the grind doesn’t stop there. According to Mat, NEXA Mortgage is highly focused on continuously growing their business by bringing on more loan officers and utilizing their own training process to empower new recruits...

Sit down with our host JP Hussey, featuring Jason Frazier from CF Wholesale, as they chat with some of the most passionate mortgage professionals in the business — recorded live from the AIME Activate event. You’ll gain insights regarding best marketing practices, strengthening relationships with real estate agents and hear personal stories from entrepreneurs just like yourself. Listen to this week’s episode of Broker to Broker, sponsored by CF Wholesale, to learn innovative strategies you can i...

According to Brendan McKay from McKay Mortgage, the client experience should be as seamless as possible. As a newer Broker/Owner, Brendan focuses on utilizing his background in operations and underwriting to gather any information needed from the borrower in advance to be able to structure their deal and take as much pressure off of them as possible. It’s important to Brendan to always stay in front of any potential problems in order to proactively solve them quickly for each client. Tune in to ...

From starting in I.T. to becoming a Broker/Owner, Ramon Walker of Mount Diablo Lending has utilized his analytical background to take his business directly to the top. As one of the top-producing loan originators in the country, Ramon combines his knowledge of data analytics and technology to help generate leads for his loan officers and turn more leads into clients. According to Ramon, it’s all about taking that extra step and continuously educating yourself about the industry in order to make ...

What steps are you taking to better your marketing efforts? Sit down with our host JP Hussey, featuring Jason Frazier from CF Wholesale, as they chat with some of the most passionate mortgage professionals in the business live from the AIME Activate event. You’ll gather insights regarding what it takes to strengthen relationships with clients and real estate partners, learn effective marketing techniques and benefit from their personal success stories from within the wholesale mortgage channel. ...

As a mortgage industry veteran, Josh Lewis from BuyWise Mortgage has been in the business for a long time. He’s accumulated over 20 years of knowledge and utilizes his experience to inform borrowers to help them find the best deals possible and ease their homebuying experiences. As Josh mentions in the podcast episode, what makes your business successful is focusing on the client and working hard every day to give them top-notch service. Tune in to hear about the importance of establishing healt...

Lisa Lund and Matt Oliver, the dynamic duo behind Lund Mortgage, are reinventing the industry one loan at a time. On top of raising a family, living together and keeping up with a high volume business, they strive to build a brand that directly aligns with their personal beliefs and creates a memorable experience for clients. According to Matt and Lisa, it’s important to focus not on the amount of money you’re making from each transaction, but the level of service you’re providing to every clien...

What are you doing to build a positive reputation? As stated by Matt Gougé, Loan Officer at Answer Home Loans, it’s all about creating a memorable name for yourself within the mortgage industry and establishing relationships that will lead to referrals from your clients and real estate partners. In this episode, Matt discusses how working as an independent mortgage broker revolves around serving the client at the highest level. Whether you’re acting as a mortgage advisor or originating a loan, i...

How are you utilizing social media to help grow your mortgage broker business? The British Mortgage Broker, Ben Lavender from Affordable Financial Services, sat down with our host, J.P. Hussey, to discuss his successes toward generating thousands of leads per month, and his process for always staying in front of his consumers. According to Ben, connecting and engaging with consumers is the most effective way to build your business within the broker world. In this episode, you’ll learn that socia...

From the Marine Corps to Broker/Owner, Chris Griffith of Debt Does Deals shares with our host, JP Hussey, his passion to become an advocate for veterans in the mortgage industry, and educate consumers about the benefits of purchasing a home to create wealth for their families. He strives to focus on providing each client with the highest and best service possible, and implementing his core values into his work to do right by each person he serves. According to Chris, consumers will remember who ...