Episodes

Episode 235 Host: Marc Summers (AIME’s Founding President) Guest: Steven Carey (Owner of Hightide Mortgage) This week’s Broker to Broker podcast features Steven Carey, Owner of Hightide Mortgage, who shares how he built a thriving brokerage by blending corporate sales discipline with modern technology and a people-first mindset. From his start in banking to launching Hightide, Steven breaks down how brokers can use AI, data, and intentional planning to stand out in a rapidly evolving industry....

Episode 37: Bank Statement Loans, Vacation Homes & Comfort Zone Confessions Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz – What to charge on multi-million-dollar bank statement deals and why undervaluing yourself costs more than you think. – How to correctly classify short-term rentals versus long-term leases when structuring vacation home refis. – A guide for LOs helping clients move from co-owned family homes into their own pr...

In this inspiring episode, host Nicole Ahles (Edge Home Finance) talks with Liz Rich, a former kindergarten teacher turned powerhouse mortgage broker, about what it means to build a business rooted in faith, service, and determination. Liz shares how she went from teaching in a classroom to closing over sixty loans a year, balancing business growth with family life, and creating systems that keep her business running smoothly. She opens up about her early hustle, from door knocking to cold cal...

Episode 36: The Fuse Experience, Team Trust & Owning Your Attitude Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Fuse Buzz Behind the scenes of AIME’s biggest event of the year, Fuse 2025. How the AIME team executes one of the mortgage industry’s top conferences with such a compact team. The lessons in leadership, autonomy, and trust that made this year’s event thrive. Sales Pitch Training | The Power of Team Trust From letting go of cont...

Episode 234 Host: Marc Summers (AIME’s Founding President) Guest: Kenneth “KT” Travis (President & CEO at Greenlight Mortgage, Lender Relations Manager at AIME) This week’s Broker to Broker Podcast features Kenneth “KT” Travis, a Marine veteran, CEO of Greenlight Mortgage, and AIME’s Lender Partnership Director. He’s here to share his inspiring journey from serving in the Marines to helping shape the future of the broker community. The lessons learned from building and rebuilding his business...

Episode 35: Cash-to-Close Confusion, Jumbo DTI Caps & Embracing the Repetition Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz Cash-to-close breakdowns that confuse even seasoned borrowers—and how to explain them clearly. Jumbo DTI limits: where the real investor caps are and what exceptions actually mean. How one missed disclosure can trigger an avoidable CD delay, and what top brokers do to prevent it. Sales Pitch Training | Emb...

In this episode of the WMN Podcast, Nike Ojo (Mortgage Broker, Sugar Land TX) and Nichole Foster (Account Executive, Kind Lending TPO) get real about mistakes. The ones they’ve made, the lessons they learned, and how they turned setbacks into stronger systems and relationships. They share why slowing down can prevent costly errors, the importance of honesty and owning your mistakes, and how collaboration and clear communication builds real trust with partners. Along the way, they highlight pract...

Episode 34: Sourcing Cash Gifts, FHA Late Payments & The “Future Pace” Sales Technique Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz – How to properly source and document cash gift funds from a wedding (even large cultural cash gifts) for a Fannie Mae loan. – Why FHA Cash-Out Refinances have strict late payment policies and the narrow exception for “extenuating circumstances.” – The consensus on charging for credit reports: stra...

Episode 33: School Transcripts, Variable Income for Nurses & The 3 Types of Clients Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz – Using school transcripts for employment when a borrower hasn’t graduated yet. – Qualifying a W-2 nurse with new variable income and a 1099 co-borrower with FHA. – Best practices for updating insurance on a refinance without triggering the current servicer. Sales Pitch Training | The 3 Types of Clie...

In this episode, Christine Beckwith (CEO & Founder of 20/20 Vision for Success Coaching) and Molly Meeker (Edge Home Finance) dive into the best practices brokers need to succeed in today’s challenging market. They talk about the importance of mining your database, building and maintaining strong realtor relationships, and using social media as a tool for visibility and connection. Along the way, they share candid stories, practical tips, and a healthy dose of encouragement for mortgage profess...

This week’s Broker to Broker podcast features Phil Stevenson, a veteran, expert broker and industry leader with nearly two decades of experience under his belt. From his early days specializing in reverse mortgages to building a thriving all-purpose shop at PS Mortgage Lending, Phil shares how adaptability, education, and authenticity drive lasting success in any market. Key Takeaways: – Reverse mortgages demystified: why they’re a powerful tool when used correctly. – Serving veterans: how P...

Episode 32: Gaps in Employment, Homebuyer Credit Programs & Building Future Leaders Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz How underwriters really view employment gaps and what documentation makes the difference. A breakdown of the new $15,000 homebuyer credit program and where it stands today. Why income stability, not just history, is the deciding factor for tricky files. Sales Pitch Training | From Problem Solver to L...

Episode 232 Host: Marc Summers (AIME’s Founding President) Guest: Anthony Wheeler (Owner and CEO of AMP Mortgage) This week’s Broker to Broker podcast features Anthony Wheeler, who shares his journey from retail loan officer to the leader of AMP Mortgage. Anthony opens up about the lessons he’s learned in growth, leadership, and why over-communication is the key to closing deals and building lasting trust. Key Takeaways: – Retail vs. wholesale: how moving to the broker channel unlocked faster gr...

Fannie Mae West and Gabi Wiartalla open up in this episode about navigating some of life’s big changes. From becoming a new mom to publishing a debut book, and all the lessons they’ve learned about balance, boundaries and building a supportive community. They share candid stories about juggling family and career, setting intentional priorities, and finding success in ways that feel truly authentic. From the importance of adaptability to the power of leaning on your village, this conversation is ...

Episode 231 Host: Marc Summers (AIME’s Founding President) Guest: Jeff Humphries (Branch Manager at Edge Home Finance) This week’s Broker to Broker podcast features Jeff Humphries, an Air Force veteran and former officer who forged his way in the broker channel. Now leading a thriving branch at Edge Home Finance, Jeff shares how resilience, authenticity, and consistency built his success without relying on cutting-edge tech or paid leads. Key Takeaways: – Adaptability wins: lessons from mil...

Episode 31: 1099 Nurse Income, Condo Special Assessments & The Power of Framing Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz – Can a 1099 nurse qualify with only one year of income and still access DPAs? – How special assessments impact condo guidelines for Fannie and Freddie. – What to do when a client’s purchase is threatened because their home sale fell through. Sales Pitch Training | Mastering the Art of Framing Jonathon ...

Episode 230 Host: Marc Summers (AIME’s Founding President) Guest: Molly Meeker (National Sales Manager at Edge Home Finance) This week’s Broker to Broker podcast features Molly Meeker, who made the leap from retail to the broker channel and quickly found success at Edge Home Finance. Molly shares how technology, speed, and community set brokers apart, and why visibility and mindset are key to lasting growth. Key Takeaways: – AI and streamlined systems make closings faster and easier – Rela...

Episode 30: LOA Pay Structures, Cash on Hand & Calling Past Clients Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz Can licensed LOAs who don’t originate be paid as 1099 contractors? What really happens when clients try to use “cash on hand” for down payments. Why FHA underwriters are asking more questions about deposits and consistency. Sales Pitch Training | Past Client Calls That Work Jon breaks down his five-minute call scri...

Laura Brandao and Katrina Carter dive into an eye-opening conversation about the personal and professional impact of A.I., and talk about the ways that it’s reshaping the mortgage and real estate industries. From streamlining business operations to offering unexpected emotional support, they share their experiences with how AI tools helped them navigate challenges, save time, and deepen client relationships. Plus, they explore the balance between leveraging technology and keeping human connect...

Episode 229 Host: Marc Summers (AIME’s Founding President) Guest: Becky Thompson (Senior Loan Originator at Empire Home Loans) This week’s Broker to Broker podcast features Becky Thompson, a veteran originator whose career journey spans subprime beginnings, years in retail, and is now thriving as a broker. She shares how personal growth, meaningful coaching and a strong sense of empathy has shaped her success. Key Takeaways: Reinvention is survival: Why brokers must adapt to every market cyc...

Episode 29: ADUs, Rental Income Rules & The SELL Framework Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz Unfinished ADUs & Appraisals: What Fannie Mae actually allows, how appraisers treat zoning and comparables, and when “subject to” conditions will derail a deal. Rental Income Without Taxes Filed: When it’s acceptable, when it’s not, and the hard truths about clients trying to qualify with unreported income. FHA Occupancy Rule...

Episode 228 Host: Marc Summers (AIME’s Founding President) Guest: Jason Frazier (Head of Strategy at AIME) This week’s Broker to Broker podcast features Jason Frazier, AIME’s Head of Strategy, who shares how brokers can cut through the noise, connect with clients, and prepare for growth in today’s market. Key Takeaways: Be ready before the boom: Your actions today show results 90 days from now. Conversations that convert: Anchor to client goals, not just rates. Omni-channel outreach: Why phone ...

Episode 28: Jumbo Loan Recasts, Unemployment Income & Taking Control of Sales Conversations Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz – Jumbo Loan Recasts: Why most investors won’t allow them, what it means for your client’s payment, and how to structure smarter refi options. – Unemployment Income & Qualification: When it counts (union rules, seasonal work, tax returns) and when lenders will say no. – The “Unlimited Resource...

Ashley Miller and Melissa Rifai talk about the power of supporting women and share how the Women’s Mortgage Network has created a game-changing community where collaboration has overtaken competition. From overcoming industry challenges to celebrating wins together, they reveal how this sisterhood helps women thrive, both personally and professionally. Hear real stories of mentorship, vulnerability, and the confidence that comes from knowing you’re never alone in this business. Subscribe to o...