Episode 173: Repurposing the Wheel: Easy Steps to Grow Your Audience, Network, and Mortgage Business

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 found a system to go viral with his video content. And he’s grown and scaled his brokerage towards a volume approaching nearly 700 million this year. Braiden breaks down how he’s done it all, with comprehensive instructions in how to do all of this with your own business.

Episode 172:  Connecting Mortgage Peers: The Processor Perspective

This is an essential listen for Brokers, as Gina breaks down how to collaborate with your Processors, set expectations, and work as a unit to ensure your clients have the best experience possible. The systemic issues for Processors are addressed, debunking the idea that Processors are Broker assistants; they are true peers and collaborators.

Episode 171:  Consistency is King: How a Mentality Change Can Revolutionize Your Mortgage Business

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, and it’s all in the black. 

Episode 169: Your Brand Speaks Highly of You, Even When You’re Not There w/ 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, from employee to peer, she’s the Broker Owner of her own brokerage, and is doing amazing things in her and Marc’s community by making herself a local resource, and establishing her brand.

Episode 170: Advising & Building Relationships for a Seamless Mortgage Pipeline w/ Dante Royster

Dante breaks down the relationships he focuses on building: his team and his network. Maintaining strong relationships with both has led to an exceptional customer experience, as his services have been honed into as smooth, and as all-encompassing an experience as possible, because he can rely on his team and network as much as they can rely on him.

Episode 168: From Mortgage Underwriter to Broker: Working as a Team w/ Ethan Hough, Broker with 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 knowledge of his clients’ loans, scoping out the entire mortgage process with no surprises.

Episode 167: Mindset, Leadership, and Connection – Developing Relationships and Generating Mortgage Leads by Showing Up w/ Paige Hernandez, 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.

Episode 166: Creating an Efficient, Repeatable Process For Your Brokerage w/ Cameron Harper, Broker Owner of California Mortgage Lending

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.

Episode 165: Mutual Support as a Mortgage Lead Generation Model w/ Kevin Oto, Broker Owner of Green Haven Capital Inc

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 processes he’s put in place.

Episode 164: Proving Yourself as an Enduring Resource, Generating Evergreen Mortgage Leads w/ Kurt Strandson, Broker Owner of Pinnacle Mortgage Corp.

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 Captain of New Hampshire. 

Episode 163: You Are Here: The Mortgage Broker Advantage of Problem-Solving w/ Elena Boland, Broker Owner, 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 her personal life to great networking and lead generation benefits. Elena is a true example of changing with the market and social climate leading to success & growth.

Episode 162: Wholesale Choice and Control: How Mortgage Brokers’ Freedom Creates Innovation w/ Jason Kindler & Aaron Bacus, Broker Owners of First Coast Mortgage Funding 

As Broker Owners of First Coast Mortgage Funding, Jason and Aaron bring two different approaches, skill sets, and backgrounds to their brokerage that creates a sum of strengths greater than the sum of their parts; Jason has strengths in processes and working with builders, and Aaron with relationship building to creating new leads. Together, First Coast Mortgage Funding has grown into an incredibly successful and efficient machine.

Episode 161: How Mortgage Brokers and Financial Planners Can Work Together to Serve Their Clients w/ Justin Rocheleau, Owner of JR Mortgage Group Inc

Justin has found great success in marketing to financial planners as referral sources for his business. As we all know, financial planners are in it for the long haul when it comes to serving their clients, and being able to present the best options for their client’s financial success is a win-win for both parties. By collaborating with financial planners, Justin has been able to create strong relationships and provide clients with the best possible advice and solutions.

Episode 160: Letting Things Grow By Letting Them Go: How to Foster Your Mortgage Business’ Skills, Staff, and Client Base w/ Elyin Perez, Broker Owner of ACE Lending Group

Elyin hasn’t been in the wholesale channel long, but ever since going broker and joining the wholesale channel, Elyin and ACE Lending Group have made a substantial impact. Elyin is now a tenacious, driven, and prominent leader in the wholesale community.

Episode 159: The Buck Stops with the Broker: Project Management for Mortgages w/ Allison Thenhaus, Mortgage Advisor/Broker at C2 Financial

Allison is known as a Mortgage Advisor for multiple brokerages for a great reason. Though only having been in the wholesale mortgage industry for a relatively short time, she has insight and knowledge beyond her years. Allison has a vast knowledge of systems & processes, customer service, ethics & values, and long-term market trends. 

Episode 158: How To Lead your Mortgage Business from the Front — Fight for Your Clients and Stay Hungry w/ Mike Maddux, Broker Owner of Maddux Mortgage

Mike’s hunger for success in the wholesale industry is an inspiration that mortgage professionals can learn from. Mike’s energy, pragmatism, and ability to get to the heart of a topic are all as refreshing as it is educational. With a diverse background in the Marine Corps, the fitness industry, and in the retail channel all before starting his own brokerage, Mike brings a lot of no-nonsense wisdom to the table, and it leads to significant takeaways in short order.

Episode 157: Retail, Wholesale, Investments and Mortgage — More Knowledge = More Business w/ Brian Sweeney, Broker Owner and President of Scoot Mortgage

Brian has a long, varied career in financial services. Starting in retail, he transitioned to wholesale while simultaneously working in wealth management. Brian’s varied career has led directly to an understanding that knowledge is power. The more knowledge you have and are able to successfully communicate to consumers leads to a more diverse and assured client base. 

Episode 156: True Stories of Service from the Heart — Build Mortgage Business Prioritizing Clients’ Benefit  w/ D.C. Terry, CEO of Mr. Mortgage LLC

D.C. has incredible stories, and important lessons to share and impart on the broker community. From his start as a US Marine in the music industry, to the pivotal moment that made him make a dramatic change in his career trajectory. D.C. is full of stories, moments, and instances where he took it upon himself to do the right thing by his clients. His selflessness, knowledge, and commitment to his clients is both inspiring and a model to which mortgage brokers should aspire to. D.C.’s stories have to be heard to be believed.

Episode 155: Finding Your True, Unique Self as a Mortgage-Focused Content Creator w/ Rebecca Richardson, The Mortgage Mentor™️

Rebecca is known all throughout the AIME community and the wholesale channel at large for her expertise in content creation, branding, and social media. She’s been featured on AIME stages and in AIME content due to her success and the hard-earned knowledge she shares, helping mortgage brokers navigate and find success across all social media platforms.

Episode 154: Creating Time to Build the Relationships that Grow your Mortgage Business w/ Tano Kapedani, CEO/Broker of EZ Fundings Home Loans

Tano has been in the wholesale mortgage business for over 20 years. As an expert on delegation, Tano shares how to properly prioritize your own time. He’s honed and prioritized his brokerage’s structure to get the absolute most out of his precious time as a producing owner. 

Episode 153: Happy, Healthy, Wealthy, and Wise — Creating Opportunity for your Mortgage Business and Yourself w/ Kahren Oxner

Kahren is a wealth of hard-earned knowledge, wisdom, and confidence. This combination makes for an exceptional, educational, and inspiring episode. In just a half hour, Kahren shares an empowering discourse about business, networking, and social media strategy, how to build up your skills and mindset to take on changing markets, and most importantly, how to build yourself up to be the best version of yourself every day. 

Episode 152: Gratitude Creates Opportunity— Philanthropy as a Model for your Mortgage Business w/ Lamont Harris, Broker/Owner of Harris Capital Mortgage Group

Lamont has his hands in many industries. Nonprofits, basketball teams, solar energy, and a brokerage of more than 80 staff members are just some of his endeavors. Lamont is able to successfully juggle all of these fields because he focuses on long-term sustaining practices. He actively fosters long-term relationships and prioritizes contributions to his communities.

Building Your Community, Rebuilding yourself as a Mortgage Broker w/ Amy Jo Tetzner – Episode 151

Amy Jo joined the broker channel only recently, having worked in the retail industry for most of her life. Despite that, Amy Jo has made a massive, positive impact on the entire wholesale community. “I started noticing the things about retail that I didn’t like that I wasn’t in love with, and having the background of living and breathing this industry. For almost 21 years, I started to suspect that I was being fed some lines of garbage and that I really needed to figure it out on my own. So I really started researching it and I was like, I need to become a mortgage broker. I want to become a broker.”

Grow Your Mortgage Company to a Large-Scale, while Supporting the Small-Scale w/ President of Growth at AIME, Tom Ahles – Episode 150

Tom is a master of many. As the President of Growth for AIME, he has helped facilitate the growth of AIME and hundreds of brokerages nationwide. While he has many large-scale goals and aspirations for the wholesale channel, he hasn’t lost sight of, or consideration for improving the business of small and individual brokerages. Tom shares his top-down perspective from the positions he holds, but approaches his work from the ground floor, in that he still finds originating as invigorating and engaging as ever. 

Short-Term Goals, Long-Term Vision in the Mortgage Industry w/ Marsel Cilla – Episode 149

On this episode of Broker to Broker, host JP Hussey sits down for a deep, considered mortgage coaching from the CEO at Safetrust Mortgage LLC, Marsel Cilla! Marsel started his

The Vital Importance of Remaining Heart-Forward in Your Mortgage Business w/ Brian Shields – Episode 148

On this episode of Broker to Broker, host Marc Summers has an invigorating heart-to-heart with Broker Owner of Shields Family Home Loans and essential member of AIME’s Veteran Homeownership Committee,

Sell Yourself and Your Mortgage Business by Pursuing Your Passions w/ Jason Turner – Episode 147

On this episode of Broker to Broker, host JP Hussey learns about video content creation and how to pursue your own niche by the Broker Owner of Navigator Mortgage Brokers,

Providing Value as a Core Relationship and Mortgage Business Building Tool w/ Robert Mahaffey – Episode 146

On this episode of Broker to Broker, host Marc Summers learns of the invaluable innovations in networking and marketing from Broker Owner of Third Street Financial, Robert Mahaffey. Robert shares

Establish the Brand for your Mortgage Business with an Accessible Content Catalog w/ Emmett Dempsey – Episode 145

On this episode of Broker to Broker, host JP Hussey sits down with Broker/Owner of Treasure Coast Mortgage, Emmett Dempsey. Emmett has an invaluable wealth of experience that he’s bringing

Multiply Your Mortgage Business Through Standardized Operations w/ Kyle Koller – Episode 144

On this episode of Broker to Broker, host Marc Summers sits down with a Mortgage Loan Officer at UMortgage, Kyle Koller. Kyle shares his eclectic knowledge and expertise from both