Ensuring Longtime Clients Using Long-Term Planning with George Burkley – Episode 203

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.

AIME Board Of Directors Spotlight: Enrique Braunschweiger – Episode 202

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!

Fuse 2024 Special: Keynote – Jonathon Haddad, AIME Chairman & CEO (Episode 201)

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.

Episode #200: Special Co-Host Jonathon Haddad

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.

AIME Board Of Director Spotlight: Julie Yarbrough – Episode 199

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 Director of Growth, Julie Yarbrough!

Time Management: The Secret Sauce of Broker Success and Happiness with Dave Krueger – Episode 198

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!

AIME Board Of Director Spotlight: Russell Petty – Episode 197

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.

NMBD Special: Start Where You Are – How To Get Involved in Broker Advocacy ft. BAC Leadership – Episode 196

NMBD CONNECT presents: A special National Mortgage Brokers Day episode of Broker To Broker! Join host Marc Summers and the Broker Action Coalition (BAC) leaders Katie Sweeney & Brendan McKay, and learn how you can support the broker community in your own way. Listen Now!

Consumer Direct: The Brokers’ Guide to NAR’s Lawsuit Impact with Amir Nurani – Episode 195

This is an essential listen for mortgage brokers in 2024. Learn how brokers must navigate the looming industry shifts from NAR’s settlement, with vital guidance from the Broker Owner of Left Coast Leaders, Amir Nurani.

Channeling Wholesale: Paving the Way for Retail LOs to Become Brokers with Jennifer Gormer – Episode 194

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 & CEO of Integrity Home Lending, Jennifer Gormer.

Face to Face Business: Solving The Hard Mortgage Scenarios Fast with Mackenzie Barrett – Episode 193

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.

Transparency, Communication, and Ease: Cultivating Organic Wholesale Growth – Episode 192

RCN Capital presents: Broker to Broker, Episode 192! Join host Marc Summers and learn to grow your business organically by prioritizing client experience in your processes, as he’s joined by Craig Good & Robert Benson of Dovetail Mortgage.

Personal Branding for Brokers: Why Details, Numbers, and Relationships Matter (With Kurt Brandly) – Episode 191

Fuse 2024 Presents: Broker to Broker, Episode 191! Join host Marc Summers in trying to keep your jaw from dropping from the financial knowledge and market wizardry provided by Kurt Brandly, the President of Greenside Capital.

The Educated Approach: Why Service Wins Over Sales (With Chuck Matthewson) – Episode 190

Windsor Mortgage presents: Broker to Broker, episode 190! 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.

Individual Effort, Team Approach: Driving Mortgage Business with Branding (With Hunter Bolling) – 189

EPM TAG 2024 Presents: Broker to Broker, Episode 189! Join host Marc Summers, as he learns how branding and consistency organically grew a mortgage business $22M within two years, as he’s joined by Hunter Bolling, Team Lead & Senior Mortgage Broker with Edge Home Finance, and Television host for American Dream TV.

Generosity at Work: The Link Between Selflessness and Success (With Kristin O’Neil) – Episode 188

Fuse National Conference presents: Broker to Broker, episode 188! Join host Marc Summers and learn to better assist Self-Employed borrowers, mindset for 2024’s market, and how selflessness creates success in your communities, as he’s joined by Senior Loan Officer at Open Door Lending, Kristin O’Neil!

Education is Everything: Marketing, Client Education, and Wholesale Recruiting (With Mike Cox) – Episode 187

RCN Presents: Broker To Broker, Episode 187! In this instant-classic episode, host Marc Summers is joined by the CEO of Mortgage Nerds, Mike Cox! Don’t miss Mike’s proven advice & strategies for stepping up broker marketing, organic lead generation, network growth, and of course, the best place to find cheese curds.

The Loan-Processing Mindset: Selflessly Doing What Retail Can’t (With Cheryl Dempsey, CEO of Coastal Breeze Processing) – Episode 186

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.

Mortgage Leadership Mindset: Finding the Right Talent, and Delegate  (With Darren Copeland) – Episode 185

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.

Thriving and Surviving: Strategies for Every Mortgage Market (With Jonathon Haddad) – Episode 184

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, Jonathan Haddad.

The Key to Survive? Take Care of the Consumer (With Joanne Russell) – Episode 183

Joanne Russell’s experience makes her wealth of knowledge, wisdom, and perspective on all forms of mortgage markets, especially as Brokers everywhere are preparing for the coming year. Joanne shares how to persevere through the tougher markets, and how to capitalize on the markets when they’re strong, to bolster your business through thick & thin markets and become resistant to the changes. 

We’re Farmers, Not Hunters – How to Become a Client’s Lender for Life (With David Kakish) – Episode 182

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.

Find Your Why: How to Establish Your Place in the Mortgage Industry (with Fadi Sankari) – Episode 181

Fadi Sankari 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 pursuit of satisfying the ‘why’.

The Business of Helping People: Using Existing Resources to Help Veteran Homebuyers (With Elizabeth Cassidy) – Episode 180

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.

Creative Homebuyer Education: Adapting to the Changing Mortgage Market (With Jessica Wells) – Episode 179

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.

Broker is a Good Word: How We Fight for Our Homebuyers (With Lindsay McCoy) – Episode 178

In this episode of Broker to Broker, host JP Hussey is joined by Fuse VI panelist Lindsay McCoy, Broker Owner of Care Finance Group. They cover many topics in this episode, like how to create and curate the best tech stack for your operations, consumer outreach & referral generations, client financial education & support, starting your own brokerage, Broker & homebuyer advocacy, and why NOW is the best time to be a Broker.

Planning, Educating, and Following Up: Becoming a Top Producer, and Staying a Top Producer (With Major Singleton) – Episode 177

In this episode, Major Singleton, Broker/Owner of Major Money Matters, powered by Edge Home Finance, breaks down his approach, and his strategy for getting to the top, and remaining at the top. His biggest focus is on education; not just getting in front of audiences that can grow his network, but altering his classes and seminars to his audience, and ensuring that he follows up with every attendee for his courses. This is how he continually builds his network for himself and his team, and this is where he plants the seeds this year for production in the coming year.

Retail, Correspondent, or Broker: What 24 Years in Mortgage Looks Like (With Michael Most) – Episode 176

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.

Episode 175: The Entrepreneurial Spirit: The Freedom & Control to Thrive in the Mortgage Industry

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 offers, he lives the commitment and effort it takes to succeed as an entrepreneur. 

Episode 174: The Fuse VI Countdown Special

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.