Episodes

This episode is sponsored by The Loan Store This episode, we flipped the format. For the first time this year, the show goes from ‘Broker to Broker’, to ‘Broker to Processor’ as host Marc Summers is joined by beloved wholesale community member, and the CEO of Coastal Breeze Processing, Cheryl Dempsey. Though she is a Processor, Cheryl is one of the most active and selfless members of the Broker community, setting the example by putting so much of her time and efforts towards supporting her Brok...

This episode is sponsored by RCN Season 4 of Broker To Broker is officially in full swing, as host Marc Summers is joined by the President and CEO of Summit Lending, Darren Copeland. In this episode, Darren graciously shares a comprehensive coaching on how to recruit, train, empower, and equip your staff as you grow your mortgage business, giving the exact details that helped make him a top loan originator. Darren shares and breaks down his leadership, training and coaching philosophies that he...

This episode is sponsored by Windsor Mortgage It’s the Season 4 premiere of Broker to Broker podcast, and we’re kicking it off from the top! Host Marc Summers is back, joined in a momentous conversation with none other than the CEO of AIME, Jonathon Haddad. In an episode that becomes an important moment for the broker community, Jonathon very honestly and candidly addresses the current headlines and events taking place within our industry. Nothing is off the table as Jonathon discusses becoming...

This episode is sponsored by Fundloans In this episode, host JP Hussey is joined by Joanne Russell, Broker Owner of the Mortgage Place. Joanne has been a champion for the Broker channel for 25 years. She’s seen all of the ebbs and flows that the mortgage industry could possibly offer; though she’s been a broker since 1997, she’s been in the mortgage industry for 35 years. She was early in her Wholesale career when Black Monday happened. She persevered as a Broker through the 2008 crash. She hel...

This episode is sponsored by Windsor Mortgage In this episode, host Marc Summers refines his outlook, updates his business model, and streamlines his processes & procedures as he’s joined by David Kakish, Producing Branch Manager at C2 Financial. David hasn’t been a broker for long, having started just last year; but his 15+ years as a pastor with a knack for finance proved to be an invaluable background for a career that is already making big splashes in the wholesale industry. David has mast...

This episode is sponsored by Change Wholesale In this week’s episode, host JP Hussey is inspired as he’s joined by Fadi Sankari, Broker Owner & President of Best Rate Mortgage. Fadi is an entrepreneur through and through, inhibiting the ‘entrepreneurial spirit’ in everything he does. Throughout the episode, he reminisces about many failed business ventures before he entered into Wholesale mortgage, where he’s now a top 1% originator. He says he remained driven and found his success in the pursu...

This episode is sponsored by RCN Capital In this special Salute To Service: Veteran Advocacy Week episode, host Marc Summers gets a comprehensive breakdown of how to become a VA expert, as he’s joined by Fuse VI Panelist, Elizabeth Cassidy, Mortgage Broker with Future Home Loans. Elizabeth was a highlight for Fuse VI this year, as her statements garnered a few standing ovation moments while she was contributing as a panelist during the headlining session “From all Branches: Ask the VA Experts” ...

This episode is sponsored by AFR Wholesale In this episode of Broker to Broker, host Marc Summers is joined by Fuse VI panelist Jessica Wells, Broker Owner of Clear Choice Mortgage. Jessica proves her expertise, and why she was a Fuse panelist this year, as this episode is full of nuggets of wisdom that immediately could be applied to a Broker’s marketing, outreach, and pipeline to improve overall operations. Jessica has a background of experience; she started in the industry at a very young a...

This episode is sponsored by PRMG In this episode of Broker to Broker, host JP Hussey is joined by Fuse VI panelist Lindsay McCoy, Broker Owner of Care Finance Group. JP calls Lindsay the “longest-running true Broker” that’s ever been on the show, because she’s been steadfast in the Wholesale channel since the early 2000s. She’s seen the best the Wholesale industry has to offer, and has lived and fought through the financial crisis of 2008. Throughout nearly two decades, she’s never wavered fro...

This episode is sponsored by Windsor Mortgage In this episode of Broker to Broker, host Marc Summers is joined by Major Singleton, Broker Owner of Major Money Matters, powered by Edge Home Finance. Major is coming off an amazing showing as a second-time panelist at Fuse VI’s most anticipated panel of the year, We Are Mortgage Champions: Top Volume Originators. He’s also coming off yet another amazing year of production. In this episode, Major breaks down his approach, and his strategy for getti...

This episode is sponsored by FundLoans In this compelling episode of Broker to Broker, Marc Summers sits down with Michael Most, a seasoned originator with 24 years of experience in the mortgage industry and a dedicated advocate for the Orthodox Jewish community. Join us as we delve into Michael’s unique journey, combining his mortgage expertise and passion to empower members of the Orthodox Jewish community to achieve their homeownership dreams. Like many loan originators, Michael didn’t plan ...

This episode is sponsored by Fuse National Conference 2023 In this episode of Broker to Broker, host JP Hussey is joined by CEO of Dwell Mortgage and upcoming Fuse VI Spotlight Speaker, Shane Kidwell. Shane has only joined the broker channel at the start of 2023, and he’s already making waves. Shane’s hunger, energy, and drive for the wholesale channel exemplifies what it takes to succeed in the mortgage industry. As someone who has his hands in many different companies and services that he offe...

This episode is sponsored by Fuse National Conference 2023 In this special episode of Broker to Broker, host Marc Summers is joined by… host JP Hussey! The Broker To Broker hosts join together in the special occasion for the biggest wholesale-specific event of the year, the sixth-annual Fuse National Conference 2023. Marc & JP reflect on their first Fuse experiences, uncover how it’s evolved, discuss their tips for first-time attendees, and recount memories both fun and career-altering. JP sum...

This episode is sponsored by EPM On this episode of Broker to Broker, host Marc Summers receives a full education in overhauling a brokerage for 2023 and beyond, as he’s joined by Broker Owner of Fulcrum Home Loans, Braiden Shaw. If you’re looking to grow or scale your audience, your network, and your business, this is a must-listen episode. Braiden has maximized his business by itemizing his processes and optimizing his tech stack. He’s grown his social media presence by nearly 3,000%. He’s fo...

This episode is sponsored by Change Wholesale On this episode of Broker to Broker, the format is turned on its head. Host Marc Summers goes from Broker To Broker, to Originator To Processor, as he’s joined by Gina Wariebi, Owner/Operator of Innovative Edge Processing, Inc. Throughout this enlightening episode, Gina and Marc lay out the differences, roles, responsibilities, and current dynamics between Loan Officers and Loan Processors. Behind every Broker acting as the face of the loan, the Pro...

This episode is sponsored by PRMG On this episode of Broker to Broker, host JP Hussey is joined by Broker Owner of Fast Action Mortgage, Andrew Yanni. Andrew has his hands in a lot of projects. He’s been a broker for a long time, but only within the last five years did he open his own brokerage. He just moved to a new office location. He’s just now hitting his stride on social media marketing. His tech is hitting its peak of processing. Everything is moving, changing, and growing for Andrew, an...

This episode is sponsored by Flagstar Bank On this episode of Broker to Broker, host Marc Summers talks to a familiar face as he’s joined by Broker Owner of Align Lending, Samantha Shelton. Samantha’s story is one shared by many in our community, one of constant growth; starting with her own business, to nurturing and ensuring the success of others under her leadership. Starting in the Retail channel, she made the jump by joining Marc’s staff of Loan Officers, where she worked for 8 months. Now...

This episode is sponsored by Windsor Mortgage On this episode of Broker to Broker, host JP Hussey is joined by Broker Owner of Epic Mortgage, Dante Royster. Dante has been in the wholesale mortgage business for over two decades; starting in 2002, he quickly became a manager of his very own branch before age 25. The key to his quick success and longevity? Building and maintaining the relationships that matter. Dante breaks down the relationships he focuses on building: his team and his network....

This episode is sponsored by PowerTPO On this episode of Broker to Broker, host Marc Summers gets a new viewpoint from a very valuable perspective when he’s joined by Ethan Hough of One Stop Financial Group, LLC. Ethan has had a very interesting career path that is very useful to his longevity and effectiveness as a mortgage broker; he became a broker after eight years of working as an underwriter. Because of his prior career, Ethan’s skills, knowledge, prep, and pipeline all reflect a full kno...

This episode is sponsored by FundLoans On this episode of Broker to Broker, host Marc Summers is joined by Paige Hernandez, Broker with Heritage MTG Inc. Paige has had a life-long history in the real estate industry, growing up with her mother owning a real estate company, working numerous jobs around many different facets of mortgage, housing, and real estate, all until she landed back into becoming a mortgage broker in 2018. Paige is a person of many different perspectives. She has the persp...

This episode is sponsored by the AIME FUSE VI National Conference On this episode of Broker to Broker, host JP Hussey is joined by Broker Owner of California Mortgage Lending, Cameron Harper Cameron is high-energy, and high efficiency. This episode covers a lot of processes and procedures and marketing topics, and Cameron shares his effective strategies, execution processes, and their incredible results. Cameron’s largest proponent is seeing the mortgage process through the eyes of the homebuy...

This episode is sponsored by PRMG On this episode of Broker to Broker, host Marc Summers is joined by Broker Owner of Green Haven Capital, Kevin Oto. Kevin is a master of setting up a system that works. From starting with a few staff members working out of a bedroom, to a prominent broker owner in one of the most lucrative markets in the country, Kevin has established his presence in the market by creating a consumer experience like no other; supported by the automations and dependable processe...

This episode is sponsored by Change Wholesale On this episode of Broker to Broker, host JP Hussey is joined by Broker Owner of Pinnacle Mortgage Corp, Kurt Strandson. Kurt has a wealth of experience, insight, and influence. As the former president and chairman of the Mortgage Bankers and Brokers Association, with experience lobbying for broker and homeowner rights since the crash of 2008, Kurt brought his years of advocacy expertise and experience to his new role as the AIME Legislative State C...

This episode is sponsored by PowerTPO On this episode of Broker to Broker, host Marc Summers is joined once again by friend of the show and AIME community, Elena Boland, Broker Owner of Wholesale Mortgage Services. Elena has been changing her game and scaling her business since she was last on the show over 100 episodes ago for episode 55. She’s been diversifying her products and services, finding new ways to engage her local community, as well as ways to involve her business and marketing in h...