How To Intertwine Leadership Skills, Marketing Efforts, and Realtor Relationships To Bring in 250+ Organic Leads A Month (With Jonathon Haddad) – Episode 118

At age 22, Jonathon Haddad had become the youngest banker promoted to director at Quicken Loans. By 27, after helping build out their online chat service, Jonathon was promoted to

Don’t Push Product, Push Personality: How To Level Up By Being Authentic (With Jason Glass) – Episode 117

After 22 years in the industry, Mortgage Broker/Owner Jason Glass has finally decided to stop overthinking and take action. Instead of waiting for the perfect situation or over-analyzing every little

Navigating Non-QM, VA Home Loans, & Successfully Transitioning from Retail-To-Wholesale (With Jerry Avila) – Episode 116

After a dozen years of being restrained by limited options in the retail channel, Southern California Mortgage Broker Jerry Avila decided to finally make the transition to wholesale. Jerry believes

Ethics & Education: For Homeowners AND Mortgage Brokers (With Andy Treno) – Episode 115

Being an Independent Mortgage Broker is in Andy Treno’s blood. With his dad opening the first broker shop in Minnesota in 1987, loans and title companies were a part of

Homeowner Education, Unlimited Options, and Exploring Non-QM (With Dustin Rosenberg & Jonathan Yoo) – Episode 114

Within 6 months of transitioning from retail-to-wholesale, Los Angeles Broker/Owners Dustin Rosenberg and Jonathan Yoo were ranked #14 in Non-QM originations by Scotsman Guide. They have 200 loans in their

Why Mortgage Brokers Need To Believe In, & Bet On, Themselves (With Danny Calderon) – Episode 113

California Mortgage Broker Danny Calderon is the first Spark Grant recipient we’ve had on the podcast. After almost ten years in retail, Danny made the jump to work for himself.

Finding a Mentor, Being a Mentor, & Transitioning from Retail-To-Wholesale (With Willie Newman) – Episode 112

Looking back at his 32 years in the housing industry, Homepoint President and CEO Willie Newman has come to the conclusion that Brokers Are Better. In this special episode of

Building A Recession-Proof & Relationship-Based Brokerage (With Eric Tan & Daniel Solis) – Episode 111

Virginia Broker/Owners  Eric Tan and Daniel Solis credit the success of their brokerage, VA Wholesale Mortgage, to low overhead, word-of-mouth marketing, and authenticity. Back when their boardroom was a kitchen

Prepping for Purchase Season: Perfecting the Right Conversations as an Independent Mortgage Broker (With Rami Daood) – Episode 110

Rami Daood, President and CEO of RightWay Lending, was a top producing agent at Rocket Mortgage, earning the Triple Crown President’s Club award. Having grown tired of a numbers-only game,

Prepping for Purchase Season: Rising Mortgage Interest Rates with a Referral Business – (With Matt Newman) – Episode 109

Newman Mortgage Group‘s President and Founder, Matt Newman, began his career as a meteorologist. Realizing he was not fulfilled, he obtained his real estate license in 2006, survived the 2008

Perfecting Your Processes: Cold Calling Tips, and the Mortgage Broker vs. the Builder’s Preferred Lender – (With Eric Eisenberg) – Episode 108

Eric Eisenberg, President of Expert Home Loans, started his mortgage career at 16. As he delivered food to a local mortgage broker in New York, he was offered a part-time

Perfecting Your Processes: From Lead to Closing – (With Fannie Mae West) – Episode 107

From mortgage application to closing, Fannie Mae West, the President of OPTIST, Inc., offers a clear process. With a name meant for the mortgage industry, Fannie entered the market in

Perfecting Your Processes: Diversifying Your Mortgage Leads – (With Melanie Walburg) – Episode 106

Broker/Owner of Destiny Mortgage Lending, Melanie Walburg, turns to unique sources for mortgage lead generation. “Grow and thrive, think outside the box,” she advises. During the past two years, she

Perfecting Your Processes: Forging a Path as a Black Female Mortgage Entrepreneur – (With Janine Kempfer) – Episode 105

The President of Prime Mortgage, LLC, Janine Kempfer, has more than 25 years of experience in the mortgage and real estate industries. Despite purchasing her own home in her 20s,

Empowering and Leading Your Team as a Diverse Broker/Owner – (With Shawn Williams) – Episode 104

Shawn Williams, a former Division III basketball point guard, developed a winning mindset early. As the Founder and President of Fortis Mortgage and Ailen Capital, he has helped thousands of

Becoming a Top Producer with a Niche Mortgage Product – (With Sal Ali) – Episode 103

Sal Ali, Director at InstaMortgage, has been working in the mortgage industry since he was 23 years old. Upon being offered a job at his brother’s brokerage, he entered the

Best Processes and Strategies to Win at Mortgage Lead Generation – (With Paul Olbrantz) – Episode 102

Paul Olbrantz, Broker/Owner of Clear2Close Brokers, started his career at a subprime call center before moving to a large retail bank. He quickly found that adding value and obtaining better

From Retail to Wholesale: Starting and Leading a Mortgage Company – (With Jason Cecco) – Episode 101

Jason Cecco, the President of Lending Heights, LLC, didn’t go to school for finance. After graduating with a degree in Engineering from Penn State University, Jason’s cousin Joe Cecco introduced

How Independent Mortgage Brokers Can Lean on the Community for Success, Leads, and Market Growth (With JP Hussey and Marc Summers) – Special Episode 100

Marc Summers and JP Hussey, host of Broker To Broker Season 1 and co-host of Season 3, celebrate the 100th episode of Broker to Broker. In this special podcast, Marc

How to Approach the Rising Mortgage Rate Environment through Adaption and Lead Generation (with Hammer J. Helmer) – Episode 99

Hammer J. Helmer, former mortgage originator and founder of OriginatorSuccess, began his sales career selling vacuum cleaners. Hammer pursued a mortgage career after finding that an originator led him on

broker to broker with todd bitter of jks mortgage

How to Use the Right Mentality to Improve the Real Estate-Mortgage Broker Relationship, and Managing a New Hire While Self Processing (with Todd Bitter) – Episode 98

Todd Bitter, Branch Vice President of JKS Mortgage and a prominent player in the wholesale channel, has come a long way since the 2008 recession and his first stated-value loan

Long-Term Thinking: How To Build A Purchase-Focused, Recession-Proof Mortgage Brokerage (with Nick Utesch) – Episode 97

Fresh out of high school, Oklahoma Broker/Owner Nick Utesch was only closing about two loans a month. Now, with almost three decades of experience under his belt, he closed nearly

How To Go From Buying Leads to Sustaining a 100% Referral Based Business Through Building Trust & Communication, One Step At A Time (with Joe Green) – Episode 96

California Mortgage Broker Joe Green is The Little Engine That Could. After first going independent just before the ’08 market crash, Joe is back but had to start from scratch.

Community & Authentic Communication: What It Means to Be An Independent Mortgage Broker (with Aaron Hinson) – Episode 95

Aaron Hinson is the epitome of what it means to be an independent mortgage broker. He runs a small team in a quaint town and is an involved community member.

YouTube 101: How To Forge Trust & Build An Automated Referral Funnel At The Same Time (with Shawn Malkou) – Episode 94

Arizona Broker/Owner Shawn Malkou is a professional YouTuber with tens of millions of views. Making six figures from YouTube before even graduating college, Shawn has years of experience to share.

Building Back From Scratch: How to Successfully Start Over & Shift Focus (With Angelo Datseris) – Episode 93

Angelo Datseries, Broker/Owner of Leverage Lending Group, is out to make himself a household name in his local market of Charlotte, North Carolina. Starting his brokerage in 2007, he had

Customer Service vs Consumer Experience: How To Anticipate, Manage, & Exceed Borrower Expectations (With Arman Ghamami) – Episode 92

Arman Ghamami, a mortgage broker and branch manager with C2 Financial, has become a high-producer by putting the borrower front-and-center. He personalizes their entire process, has staff dedicated exclusively to

Thinking Outside the Box: Growing Your Brokerage By Going Where Others Aren’t (With Amanda Rawls) – Episode 90

Amanda Rawls, a Mortgage Broker with Answer Home Loans, has become a top producer by thinking outside the box. Leaning on her experiences as a debt collector, she often takes

Givers Gain: How To Grow Yourself & Your Brokerage By Giving Back (With Michelle Dugan) – Episode 89

As Broker/Owner of MS Lending, Michelle Dugan has become a champion for veterans and an advocate for building community. As an active member of VettedVA, a veteran education group, Michelle

Brokering 101: Building Communities By Fostering Genuine Relationships (With Kim Clancy) – Episode 88

As Broker/Owner of Mindful Mortgage Kim Clancy has become a master at building communities. For Kim, everything she does for her community is not about promoting her business, but about