Episodes
74
June 29, 2021
From Homeless To Selling Home Loans: How To Build Your Business By Being Authentic (with Collin Simpson) – Episode 74
Born in Flint, raised in rural Arkansas, and now back in Michigan, Nexa Mortgage Broker Collin Simpson claims “there isn’t a person you can put in front of me that I can’t build a relationship with…whatever situation you’re in, if I haven’t been there, I’ve been close to there and i know a little something about it.” And this is how Collin finds success. He’s upfront, clear, and concise with his clients. Whether it’s across the closing table or virtually through social media, Collin goes out of ...
73
June 22, 2021
Time-Blocking & Day-Theming: How To Achieve A Work/Life Balance (with Rocky Billore) – Episode 73
Michigan Mortgage Broker Rocky Billore was known as the guy who was in the office till nine at night, but there IS a better way of achieving your goals. He hasn’t just found a way to balance his residential and commercial businesses alongside his two hotels. Rocky found a way to get back home to his family. Rocky road-mapped and time-blocked his way towards spending quality time with those he loves. Recruited off the selling floor of Best Buy by a retail bank, Rocky was eventually forced to try...
72
June 15, 2021
Real Relationships & The Pillars Of Sustained Growth (with Shah Tehrany) – Episode 72
Before opening his own brokerage in New York, Shah Tehrany was in the real estate business. Tired of never hearing back from his mortgage broker connections, he decided that if you want things done right, you do them yourself. Now a Broker/Owner in New York, Shah’s main goal is simple; Be honorable and do the right thing. This is equally true for both his borrowers and his staff. Building his business around five pillars of core values; Authenticity, Training, Accountability, Patience, and most ...
71
June 8, 2021
How To Leverage And Engage With The Broker Community (with Brendan McKay) – Episode 71
Maryland Mortgage Broker and AIME President of Broker Advocacy Brendan McKay joins the podcast to discuss the future of the wholesale channel. From attending local broker events with his mom as a kid to now owning a successful brokerage, Brendan has gained the experience and knowledge necessary to turn the Wholesale Channel into a true community, and he needs your help. Brendan used to have to turn referrals away. He barely knew the brokers in his town, let alone Broker’s across the country. “T...
70
June 2, 2021
Show, Don’t Sell: Developing Leads Into Referral Relationships (with Michael Alberico) – Episode 70
VettedVA Mortgage Broker Michael Alberico is a Broker’s Broker. He keeps it simple, leans into what works, and makes sure not to waste his time and resources. He does some marketing, stays up to date on guidelines, and becomes an advisor to his clients, making sure to never over complicate the process for himself or his borrowers. A good name out the gate, like Raleigh Mortgage Group, definitely helps when it comes to google and SEO, but marketing only brings people in the door. It’s how Mike d...
69
May 25, 2021
Selling Loans The Right Way (with Lauren Boland) – Episode 69
Sitting at her desk in Southern California, next to her signed picture of Pete Rose, in her office at the edge of a referral-goldmine country club, Broker Owner Lauren Boland joins us for another incredible episode of Broker To Broker. In detailing her years of mortgage experience, Lauren shares how to network, where to find referrals, and how to sell without applying pressure. Lauren loves to sell, but asserts that it’s not about the deal. It’s all about the relationship. “There’s nothing grea...
68
May 18, 2021
Crafting Simple & Streamlined Processes & Procedures (with Jason Cecco) – Episode 68
Pennsylvania Mortgage Broker Jason Cecco works hard to keep things simple, but he makes sure to always keep an open mind. Having successfully transitioned from an originating LO to CEO, Jason strives for new goals of perfecting processes, procedures, and company culture. Jason’s pipelines all move forward as a streamlined assembly line. Seller’s sell, Processor’s process, Appraisals appraise, and Closer’s close. With each team member an expert at their individual craft, they have more time to f...
67
May 11, 2021
Relationship 101: Building A 100% Referral Based Brokerage (with Mary Mattingly) – Episode 67
California Mortgage Broker Mary Mattingly battled through the trenches to get to where she is today. As a single mother, she took any industry position she could get. Having difficulty finding the perfect brokerage that shared her core value of selflessness, Mary decided to open up her own shop. She is now a 100% referral-based business, a valued member of her community, and an exemplary AIME member. Never paying for marketing or leads, Mary has focused her entire business on building genuine r...
66
May 4, 2021
Team Culture: Hiring, Recruiting, Training, & Leading (with Tyler Hodgson) – Episode 66
Texas Marine and Broker/Owner Tyler Hodgson is a leader. He knows what he wants and he knows how to do it, but by no means does he consider himself a drill sergeant. “I’m a businessman in a t-shirt and jeans.” Before he became a Broker/Owner, his old brokerage practiced an old school approach. Wanting to go out on his own, Tyler slowly started to build up his business to twenty five sales and operations staff. But Tyler doesn’t just have staff, he has a team. A group of people with a common goal...
65
April 27, 2021
Leaning On Your Network To Overcome Obstacles (with Tom Mancuso) – Episode 65
In this can’t miss episode, Arizona Mortgage Broker Tom Mancuso shares probably the most inspiring story this podcast has ever heard. Tom Mancuso thought his life was over. As the result of a serious motorcycle accident, Tom shattered his hand, broke his right foot, fractured three vertebrae, had to have his left leg amputated, and even lost his memory. Even after relearning how to walk and eventually remembering his name, Tom was understandably depressed. He was told he would never be able to ...
64
April 20, 2021
Investing In Yourself, Your Community, & Your Team (with David Boye) – Episode 64
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...
63
April 14, 2021
Building Your Team With Ultimate LOAs (with Sean Caufield) – Episode 63
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...
62
April 6, 2021
Optimizing Networking Opportunities For Long-Term Growth (with Teena Broumand) – Episode 62
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...
61
March 30, 2021
The Key To Longevity, Knowing Niche Guidelines, & Non-QM (with Melinda Payan) – Episode 61
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...
60
March 23, 2021
Adapting A Winner’s Mindset (with Amer Bally) – Episode 60
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...
59
March 16, 2021
Putting Systems & Processes In Place FOR EVERYTHING (with Adriana Bates) – Episode 59
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...
58
March 9, 2021
Hire Right & Lead Better: Attracting (and Keeping) Top Talent (with Grant Botma) – Episode 58
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 ...
57
March 1, 2021
Mastering The Basics & Staying In Front Of Your Referrals (with Wade Betz) – Episode 57
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-...
55
Feb. 16, 2021
Validating Your Success: Utilizing Data To Streamline Growth (with Elena Boland) – Episode 55
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...
54
Feb. 9, 2021
Recruiting, Training, & Retaining LO’s & Customers (with Pablo Martinez) – Episode 54
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...
53
Feb. 2, 2021
Leaning Into Niche Products & Successfully Using Social Media In 2021 (with Mike Socha) – Episode 53
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...
52
Jan. 26, 2021
Rising To The Challenge: Combating Adversity For The Sake Of The Consumer (with D.C. Terry) – Episode 52
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 ...
51
Jan. 19, 2021
Building Team Trust & Geeking Out On Guidelines (with Amanda Stevenson) – Episode 51
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...