Episodes

This episode is brought to you by Fuse 2025 Join us for the SEASON FINALE of the Broker to Broker podcast, featuring AIME Chairman & CEO, Jonathon Haddad! Join us in finding out all that the broker community has accomplished over 2024 with surprising stats that prove once again, that Brokers Are Best. Jonathon has had an absolutely unbelievable year. Since being announced as AIME’s new CEO in January, Jonathon handled a massive amount of initial criticism and outrage with grace, as he directly ...

This episode is brought to you by CoreLogic Don’t miss Broker to Broker, Episode 211! Learn to make the most successful change from retail to the wholesale mortgage channel, with Sr. Mortgage Broker at HI FIVE Team and featured Fuse 2024 Panelist, Rylan Maddox. Rylan has been featured in numerous AIME projects and resources over the last couple of years; and for good reason. He made an incredible transition from the retail mortgage channel, quickly making waves in the wholesale channel, and wit...

Don’t miss Broker to Broker, Episode 208! Learn to easily & directly streamline your brokerage’s operations for exceptional client and worker experience with the Strategic Operations Explorer at CMS Mortgage Solutions, Dora Gonzalez! The post Wholesale On a Higher Level w/ Dora Gonzalez – Episode 208 appeared first on AIME.

Catch Broker to Broker, Episode 207! Learn how a history in mortgage law and retail leads to the fast track of wholesale success with Sr. Loan Officer at GoRascal and featured Fuse 2024 Panelist, Philip Lucrezia! *NOTE: We apologize for the audio quality in this episode. Due to technical issues during recording, the sound may be less clear than usual. However, the insights shared by Philip Lucrezia are invaluable, and it’s still well worth a listen. Key Points: 1:54 – Intro / From Law, To Reta...

Don’t miss Broker to Broker, Episode 206! Get guidance in how mutual sharing, education, support, and leveraging your broker peers is the secret to thriving in the wholesale industry with the Director of Sales at Next Door Lending, Gabi Wiartalla! The post The Helpful & Competitive Nature: Thriving in Wholesale Mortgage with Gabi Wiartalla – Episode 206 appeared first on AIME.

Don’t miss Broker to Broker, Episode 205! Learn how to grow, scale, and diversify beyond your own business for any market with the Founder & CEO of Homepie and Amerifund Home Loans, Brad Rice! The post Broker to Blueprint: Wholesale Growth Built on Reliability with Brad Rice – Episode 205 appeared first on AIME.

Catch Broker to Broker, Episode 204! Get a lesson in homebuyer service through Anthropology from Loan Originator at Lock It Lending and featured Fuse 2024 panelist, Melissa Tubau! The post Anthropology: A Front Door to Homebuyer Service with Melissa Tubau – Episode 204 appeared first on AIME.

Don’t miss Broker to Broker, Episode 203! Learn the secrets to long-term success and 90% client retention from the Broker Owner of American Mortgage and Financial Services, George Burkley. *Note: This episode was recorded before Fuse National Conference George has been a mortgage broker for nearly 30 years, and he has the industry, association, and customer service skills & wisdom to show for it. He’s been a long-time beloved broker community member, as he’s always willingly shared his time, kn...

Join us for a special AIME Board of Directors spotlight episode of Broker to Broker! Learn the wholesale channel’s goals for local-scale brokers, featuring the Director of Membership (Local), Enrique Braunschweiger! The post AIME Board Of Directors Spotlight: Enrique Braunschweiger – Episode 202 appeared first on AIME.

On this very special episode of Broker to Broker, we take you to Fuse 2024 in New Orleans to hear the keynote from AIME Chairman & CEO, Jonathon Haddad. Titled We Lead United: Revolutionizing the Market as the United Broker Community, hear Jonathon take the stage to outline his vision for the broker community and the mortgage industry’s future under his leadership. Listen now to catch Jonathon as he doubles down on AIME’s mission to empower mortgage brokers to be the best versions of themselves...

Brought to you by Fuse 2024 in New Orleans Register for Fuse NOW w/ code: letthegoodtimesroll Book your Hotel for Fuse 2024 It’s Broker to Broker’s 200th Episode! Join us for a celebration, as host Marc Summers is joined by special co-host AIME Chairman & CEO Jonathon Haddad as they look back at 200 episodes and discuss the broker channel’s past, present, and future. To toot the podcast’s horn a bit because Marc’s quite humble, here are some of the accomplishments of Broker To Broker, since its...

This episode is brought to you by Fuse 2024 in New Orleans Register for Fuse NOW Join us for another special AIME Board of Directors spotlight episode of Broker to Broker! Learn the wholesale channel’s long-term goals for growth and scaling, featuring the Director of Growth, Julie Yarbrough! Learn more about AIME Leadership and the elected Board Of Directors: https://aimegroup.com/about-us/ Already a leader in our industry, Julie is a Founding Partner of Empire Home Loans, a nearly four-decade ...

This episode is brought to you by Fuse 2024 in New Orleans Catch Broker to Broker, episode 198! Join host Marc Summers and learn how to set a healthy work-life balance, give back to your community, and maintain top origination numbers with the Broker Owner of Montana Family Mortgage, Dave Krueger! Learn more about Dave’s nonprofit, Heroes 4 Kids: link Dave’s career has been an incredible story so far: from working as an undercover narcotics officer in Missoula, Montana, to starting a home healt...

This episode is brought to you by AIME’s Board Of Directors Join us for a special AIME Board of Directors spotlight episode of Broker to Broker! Learn the Board of Directors’ annual goals and the regional initiatives for the wholesale channel, featuring the Regional Director of Membership, Russell Petty. Learn more about AIME Leadership and the elected Board Of Directors: https://aimegroup.com/about-us/ Russell was elected earlier this year by the broker community to hold a position at AIME as ...

This episode is sponsored by NMBD: CONNECT – coming to Tampa and Detroit THIS WEEK Register for NMBD: CONNECT below: Anaheim, CA – July 15th – PASSED – See you next year! Detroit, MI – Tuesday, July 17th: aimegroup.co/NMBD-Detroit Tampa, FL – Thursday, July 19th: aimegroup.co/NMBD-Tampa NMBD CONNECT presents: A special National Mortgage Brokers Day (NMBD) episode of Broker To Broker! Join host Marc Summers and the Broker Action Coalition (BAC) leaders Katie Sweeney & Brendan McKay, and learn how...

This episode is sponsored by NMBD: CONNECT – coming to Anaheim, Tampa, and Detroit Register for NMBD: CONNECT below: Anaheim, CA – July 15th: aimegroup.co/NMBD-Anaheim Detroit, MI – July 17th: aimegroup.co/NMBD-Detroit Tampa, FL – July 19th: aimegroup.co/NMBD-Tampa NMBD CONNECT presents Broker to Broker Episode 195! This is an essential listen for mortgage brokers in 2024. Today, we learn how brokers must navigate the looming industry shifts from NAR’s settlement, with vital guidance from the Br...

This episode is sponsored by NMBD: CONNECT – coming to Anaheim, Tampa, and Detroit Register for NMBD: CONNECT below: Anaheim, CA – July 15th: aimegroup.co/NMBD-Anaheim Detroit, MI – July 17th: aimegroup.co/NMBD-Detroit Tampa, FL – July 19th: aimegroup.co/NMBD-Tampa NMBD: CONNECT presents: Broker to Broker, Episode 194! In this incredible episode, learn to make & create successful retail-to-wholesale channel transitions for yourself and others, as host Marc Summers is joined by the President & C...

This episode is sponsored by Fuse 2024: New Orleans Fuse New Orleans presents: Broker to Broker, Episode 193 with host Marc Summers! Today, we learn how to solve the hardest loan scenarios and close on the urgently needed homes faster than ever, all while supporting both underserved communities and your fellow broker peers, all from today’s incredible guest, the Chief Sales Officer of Safetrust Mortgage, Mackenzie Barrett. Having previously worked at UWM, Mackenzie has had a lot of opportunitie...

This episode is sponsored by RCN Capital Get the hard-earned customer and client service advice from nearly half a century’s worth of mortgage industry experience, as host Marc Summers is joined by the leadership of Dovetail Mortgage, Chief People Officer Craig Good, and Chief Experience Officer, Robert Benson. Craig and Robert are an incredible team; they work together to lead Dovetail Mortgage by example, while relying on their incredible mortgage expertise and experience, but also taking ful...

This episode is sponsored by Fuse National Conference 2024 In this extremely informative episode of Broker to Broker, host Marc Summers is blown away by the financial wizardry and knowledge of Kurt Brandly, the President of Greenside Capital. Try not to let your jaw drop along with Marc, as Kurt provides the insight that brokers need in order to be the experts for homebuyers. Perpetually monitoring the raw federal data of the ebbs and flows mortgage market, Kurt takes it upon himself to share h...

This episode is sponsored by Windsor Mortgage Learn how to survive and thrive in any market by focusing your service on education, as Marc Summers is joined by Chuck Mathewson, Broker Owner of Mathewson Mortgage Capital. Chuck has had a long, varied career in Mortgage, having started in retail in 2007, to opening his own brokerage after learning on the wholesale benefit. Chuck has the perfect mindset for success in the mortgage industry: The abundance mindset of sharing, educating, and providin...

This episode is sponsored by EPM TAG 2024 In this episode of Broker to Broker, host Marc Summers learns how to organically grow a mortgage business $11M a year when he’s joined by Hunter Bolling, Team Lead & Senior Mortgage Broker with Edge Home Finance, and Television host for American Dream TV. Hunter shares his incredible knowledge and success he’s found in team, brand, and business building, while illustrating that remaining successful means never losing sight that his purpose is to serve h...

This episode is sponsored by Fuse National Conference 2024 In this spirited episode of Broker to Broker, host Marc Summers learns the business benefits of selflessness & support from the Senior Loan Officer at Open Door Lending, Kristin O’Neil! Kristin shares her invaluable perspective and strategies, from a career that has seen the best and worst the industry has had to offer. She joined the wholesale channel just two months before the crash of 2008, and has become more resourceful and resilie...

This episode is sponsored by RCN Capital This is an instant classic episode that has been a long time coming. Learn how to step up your game as a broker, educator, leader, and marketer as host Marc Summers is (finally) joined by Mike Cox, CEO or Mortgage Nerds. During this episode, MIke references & recommends these two essential books for the broker community to purchase and read: Chop Wood, Carry Water – Joshua Medcalf ReThink Everything You Know About Being a Next-Gen Loan Officer – Kyle Dra...