Leaning Into Niche Products & Successfully Using Social Media In 2021 (with Mike Socha) – Episode 53

Starting as a standard banker, Mike found an MLO he greatly respected, after half a year under her wing, she retired, and he took her spot. This involved teaching many other LO’s the basics and making sure they retained special product knowledge as well. He was then promoted again to do the same for the

Rising To The Challenge: Combating Adversity For The Sake Of The Consumer (with D.C. Terry) – Episode 52

Since middle school, D.C. Terry wanted to be a Marine, so he became a Marine. Then, knowing he wanted to work for himself, and with the goal of buying his mother a home, he started to dabble in the housing industry. Now, with 20 years of experience and his own successful brokerage, D.C. has a

Building Team Trust & Geeking Out On Guidelines (with Amanda Stevenson) – Episode 51

For Amanda Stevenson, helping people find homes is a family affair. Growing up with a real estate agent/mortgage broker father, Amanda knew what an LTV was by age 10 and had her own real estate license by 20. Now, her daughter is her assistant. Amanda attributes her success to two major actions; leaning into her

Tackling Transparency: Culture, Branding, and Community Outreach (with JP Hussey) – Episode 50

We’re flipping the switch for this very special milestone episode of Broker To Broker as AIME President Marc Summers interviews former host and Philadelphia Mortgage Broker, JP Hussey. Championing complete and utter transparency above all else, JP has learned that the only way to successfully have a work/life balance is to shoot straight and be

Doubling Your Business By Dissecting Processes & Procedures (with Corrina Carter) – Episode 49

Wholesale channel Veteran and Broker / Owner Corrina Carter has doubled her business by analyzing, dissecting, and rearranging her processes and procedures. It’s taken her 23 years in the industry, and the last 9-months of hands-on work, but she is almost done perfecting her processes and procedures. That’s one of the most important things to

How To Successfully Utilize AIME & The Brokers Are Better Facebook Group (with Andrew Kunisawa) – Episode 48

Having been in and out of the industry since the early 90’s, California Mortgage Broker Andrew Kunisawa has only recently transitioned back to the wholesale channel. Instead of just shyly standing in the corner and surviving off the minimal amount of loans he needed, Andrew has taken full advantage of all the tools and resources

How To Save Time & Identify Your Pain Points (with Jackie Dunlap) – Episode 47

EXPLETIVE WARNING (NSFW) Producing Broker/Owner Jackie Dunlap does not hold back. She worked hard to get here and she’s just getting started. Once a retail “scrubber,” as her position was called at the time, Jackie is now the shining example of how (and why) to transfer to the wholesale channel.  Backed into a wall by

Educating & Building Trust With Consumers (with Arlicia Jones) – Episode 46

Real Estate Agent turned Mortgage Broker Arlicia Jones holds the ability to build trust above all others. With a brokerage based almost entirely on referrals, Arlicia has built a business around making relationships that matter. She not only argues that cultivating successful relationships is the most important part of the job but it’s the sole

The Long Game: Using Your CRM to Create a Referral Based Brokerage (with Jamie Cavanaugh) – Episode 45

You have to plant the tree now, so next year you’ll have shade. Having built a 100% referral based business, nobody knows that better than Southern California Broker/Owner and COO of Amerifund Home Loans, Jamie Cavanaugh. Starting as a Loan Officer Assistant while still in high school, Jamie has amassed over 20 years of industry

Referrals, Veterans, & Women in Mortgage: AIME Fuse Virtual Preview (with Jamie Cavanaugh, Nathan Knottingham, & Scott Schang) – Episode 44

Tune into this special AIME Fuse virtual edition of Broker To Broker with not one, not two, but THREE guests as they preview their panels for AIME Fuse 2020 on Friday, September 25th.  Broker/Owner and blogger Scott Schang gives a sneak peek into how he has created his 100% referral based business. Scott says that

Controlling Chaos & Growing Your Team (with Claire & Matt Mahoney) – Episode 43

Through dealing with the west coast forest fires and balancing multiple different hybrids of in-school and at-home learning, Oregon mortgage broker and mother of six, Claire Mahoney has learned a thing or two about controlling chaos. Having had an employee quit with no warning and two others get pregnant at the same time, Claire has

How to Network & Delegate to Avoid Burnout (with Chasity Graff) – Episode 42

With 15 years in the wholesale channel, Louisiana Broker/Owner Chasity Graff has networked with the entire industry by now. She has learned how to maneuver and manipulate social media and knows how to squeeze the most wealth and knowledge out of any facebook group. Identifying the COVID-19 pandemic as a unique opportunity, Chasity has leaned

How to Avoid Distractions and Do What’s Right (with Marc Summers) - Episode 41

How to Avoid Distractions and Do What’s Right (with Marc Summers) – Episode 41

It’s easy to get lost in the chaos of this unprecedented refi-boom, but AIME President, Michigan Mortgage Broker, and high school basketball coach Marc Summers is here to share the processes and procedures he has used to help his brokerage flourish for almost two decades. Marc preaches the importance of keeping it simple. With so

The Steps Toward Building a Successful Team (with Matt Cole) – Episode 40

From working in retail to becoming one of the top-producing brokers in the country, Matt Cole from United Wholesale Lending has used his passion for success and structure to create a high-volume business within the mortgage industry. According to Matt, working with like-minded people who respect your time and support you is the key toward

The Importance of Marketing and Building a Brand (with Jason Erickson) – Episode 39

From working at a gym to becoming a successful self-producing loan officer, Jason Erickson of Barrett Financial Group has built his career on utilizing organic marketing techniques and remaining true to himself. According to Jason, it’s important to not only focus on promoting your business on social media, but share aspects of your personal life

Broker-to-broker episode 38 in conversation with Nick Heth

The Process of Implementing Efficient Systems (with Nick Heth) – Episode 38

As a self-producing broker owner, Nick Heth of Phoenix Mortgage Brokers has focused on standing out from his competitors by becoming well-versed in areas of the mortgage industry that others might not always understand. According to Nick, the best way to provide for your clients is to educate yourself on every aspect of the loan

Broker-to-Broker episode 26 with Mat Grella of Nexa Mortgage

The Importance of Understanding Your Client (with Mat Grella) – Episode 26

With a mindset focused on becoming one of the largest and top-producing mortgage brokerages in the country, Mat Grella and his team at NEXA Mortgage have accomplished that goal in less than three years of operation. Although they might have been able to check one item off the list, the grind doesn’t stop there. According

Broker-to-Broker live from AIME Activate part 2

Live from AIME Activate Pt. 2 (with JP Hussey & Jason Frazier) – Episode 25

Sit down with our host JP Hussey, featuring Jason Frazier from CF Wholesale, as they chat with some of the most passionate mortgage professionals in the business — recorded live from the AIME Activate event. You’ll gain insights regarding best marketing practices, strengthening relationships with real estate agents and hear personal stories from entrepreneurs just

Broker-To-Broker Episode 24 with Brendan McKay

How to Create an Unforgettable Client Experience (with Brendan McKay) – Episode 24

According to Brendan McKay from McKay Mortgage, the client experience should be as seamless as possible. As a newer Broker/Owner, Brendan focuses on utilizing his background in operations and underwriting to gather any information needed from the borrower in advance to be able to structure their deal and take as much pressure off of them

Broker-to-Broker episode 23 in conversation with Ramon Walker

Generating Leads Using Data-Driven Strategies (with Ramon Walker) – Episode 23

From starting in I.T. to becoming a Broker/Owner, Ramon Walker of Mount Diablo Lending has utilized his analytical background to take his business directly to the top. As one of the top-producing loan originators in the country, Ramon combines his knowledge of data analytics and technology to help generate leads for his loan officers and

Broker-to-Broker live from Activate episode 22 presented by AIME hosted by JP hussey

Live from AIME Activate (with JP Hussey & Jason Frazier) – Episode 22

What steps are you taking to better your marketing efforts? Sit down with our host JP Hussey, featuring Jason Frazier from CF Wholesale, as they chat with some of the most passionate mortgage professionals in the business live from the AIME Activate event. You’ll gather insights regarding what it takes to strengthen relationships with clients

Broker-to-Broker episode 21 in conversation with Josh Lewis

How to Build Relationships with Real Estate Agents (with Josh Lewis) – Episode 21

As a mortgage industry veteran, Josh Lewis from BuyWise Mortgage has been in the business for a long time. He’s accumulated over 20 years of knowledge and utilizes his experience to inform borrowers to help them find the best deals possible and ease their homebuying experiences. As Josh mentions in the podcast episode, what makes

Broker-to-Broker Episode 20 Featuring Lisa Lund & Matt Oliver

Establishing Trust to Increase Client Retention (with Lisa Lund & Matt Oliver) – Episode 20

Lisa Lund and Matt Oliver, the dynamic duo behind Lund Mortgage, are reinventing the industry one loan at a time. On top of raising a family, living together and keeping up with a high volume business, they strive to build a brand that directly aligns with their personal beliefs and creates a memorable experience for

Broker-to-Broker episode 19 with Matt Gouge

Defining Your Personal Brand as a Loan Officer (with Matt Gougé) – Episode 19

What are you doing to build a positive reputation? As stated by Matt Gougé, Loan Officer at Answer Home Loans, it’s all about creating a memorable name for yourself within the mortgage industry and establishing relationships that will lead to referrals from your clients and real estate partners. In this episode, Matt discusses how working

Broker to broker episode 18

Understanding the Benefits of Social Media (with Ben Lavender) – Episode 18

How are you utilizing social media to help grow your mortgage broker business? The British Mortgage Broker, Ben Lavender from Affordable Financial Services, sat down with our host, J.P. Hussey, to discuss his successes toward generating thousands of leads per month, and his process for always staying in front of his consumers. According to Ben,

Broker-to-broker episode 17 featuring Chris Griffith

Utilizing Debt to Create Wealth For Consumers (with Chris Griffith) – Episode 17

From the Marine Corps to Broker/Owner, Chris Griffith of Debt Does Deals shares with our host, JP Hussey, his passion to become an advocate for veterans in the mortgage industry, and educate consumers about the benefits of purchasing a home to create wealth for their families. He strives to focus on providing each client with

Broker-to-Broker episode 16

The Road to Becoming a Mortgage Marketing Expert (with Ryan Ehler) – Episode 16

How are you playing your strengths to help grow the success of your business? Marketing aficionado, Ryan Ehler from Ehler Lending Team, stopped by to chat with our host, JP Hussey, about how he takes his passion for content creation and social media to forge a reputable brand within his community. Whether it’s creating one-of-a-kind

How Communicating Your Value Leads to Success (with Stacy Catmull & David Monson) – Episode 15

As stated by David Monson and Stacy Catmull from Altius Mortgage, the key to success is providing your database with a marketable reason to entice customers to connect with your company. Whether you’re recruiting new talent for your team, bringing in business with referrals or communicating with realtor partners, it’s essential to fully develop the

How to Successfully Produce Loans as a One-Man Shop (with Todd Bitter) – Episode 14

After 25 years of successfully navigating the mortgage industry, Todd Bitter from JKS Mortgage sat down with our host, JP Hussey, to share his insights on originating loans from beginning to end as a one-man shop. Todd instills his motto with us reminding brokers that you don’t have to be everything for everyone, but you

Broker-to-Broker episode 13 presented by AIME Group hosted by JP hussey of the huss buss mortgage advisors in conversation with Chris Pell

The Key to Creating More Efficient Processes (with Chris Pell) – Episode 13

How quickly are your loans closing? According to Chris Pell, CEO of Garden State Home Loans, breaking down the process and figuring out better tactics is the key to becoming a more efficient business. As the wholesale mortgage broker channel rapidly advances, it’s important to remain educated on the latest technologies and establish trust with