Subscribe: Spotify | Email | TuneIn | RSS

Description: Is technology the future of the mortgage broker industry? Sit down with our host, JP Hussey, as he chats with Tony Davis, Partner/Senior Mortgage Advisor of Atlantic Home Mortgage, about transitioning to the broker side and using telecommunications to your advantage. It’s all about the now, and continuously testing new, efficient processes. Tony gives insight about his experiences, and advice for anyone thinking about making the switch from retail loan originator to an independent mortgage broker owner.

Show Notes:

Things you will learn in this episode: 

• How Tony got into the mortgage industry (2:00) 
• All About Tony & his brokerage (8:40) 
• Disclosing Loans -Difficulties and Simplicities (13:47) 
• Educating the consumer about the industry (22:00) 
• Checking in on clients (28:47) 
• Where do you see yourself in 2 years? (31:31) 
• Advice & Switching to the broker side (45:00)