AIME Podcast Network

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 managed to not just uphold her high expectations, but has set up her brokerage for long-term growth. 

Now VP of Mortgage First Corp, Claire made sure to earn her position; demanding her boss (and father) that she start from the bottom and work her way to the top. Now in a position to make serious change, Claire has learned that the best way to balance the proven old school techniques that built their local reputation with the new modern technology that will bring them into the future is by trial testing everything herself and applying what works in small, incremental and easily digestible doses.

She started simply, by making a Facebook page and Yelp listing, and signing up for online e-signature software Docusign. Through this, Claire learned to slow down onboarding of new tech, constantly reassess and adjust expectations and to always keep an open line of true communication and dialogue with her loan officers and processors. 

Claire’s real estate agent husband Matt also joins the podcast to share his thoughts on the wholesale channel, how to best stay top of mind with real estate referrals and why he believes brokers truly are better.

Show Notes: 

The post Controlling Chaos & Growing Your Team (with Claire & Matt Mahoney) – Episode 43 appeared first on AIME.

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 into all the things she never had time to do before, notably perfecting her processes and procedures. 

Listen along during this week’s episode of Broker To Broker to learn how to delegate your responsibilities to avoid long-term burnout.

Show Notes: 

The post How to Network & Delegate to Avoid Burnout (with Chasity Graff) – Episode 42 appeared first on AIME.

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 many opportunities to overcomplicate an already complicated process, it’s important to focus on what’s most important; always doing what’s right and holding the client experience above all else, especially money. If you work hard for the homeowner, if you become their advisor and educate them, then leads, referrals and success are sure to follow.

Tune into this week’s episode of Broker to Broker to learn how to avoid drowning under volume by delegating to a team you trust.

Show Notes: 

The post How to Avoid Distractions and Do What’s Right (with Marc Summers) – Episode 41 appeared first on AIME.

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 accomplishing your goals as an independent mortgage broker. Tune in to this week’s episode of Broker to Broker to learn more about why you should be constantly engaging with your network on social media and the importance of investing in the growth of your team. 

Show Notes: 

The post The Steps Toward Building a Successful Team (with Matt Cole) – Episode 40 appeared first on AIME.

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 to bring a more humanized approach to your online presence. Tune into this week’s episode of Broker to Broker to learn more about the importance of staying educated on industry guidelines and how to effectively develop rapport with your clients. 

Show Notes: 

The post The Importance of Marketing and Building a Brand (with Jason Erickson) – Episode 39 appeared first on AIME.

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 process and work toward finding your niche as an independent mortgage broker. Tune into this week’s episode of Broker to Broker to learn more about the importance of continuously adding to your database and implementing regimented systems into your business.  

Show Notes: 

The post The Process of Implementing Efficient Systems (with Nick Heth) – Episode 38 appeared first on AIME.

From running nightclubs to owning a high volume brokerage, Tom Ahles of Edge Home Finance Corporation has always approached his business with a relationship-based mindset. According to Tom, it’s important to grow your business organically and focus on offering the best deals possible for your clients. If you’re giving them a valuable experience, it’ll ultimately lead to more referrals and loans within your pipeline. Tune into this week’s episode of Broker to Broker to learn more about how you can create a positive reputation within the mortgage industry and share motivational success stories with your loan officers. 

Show Notes: 

The post Why Authenticity is the Key to Growing Your Business (with Tom Ahles) – Episode 37 appeared first on AIME.

As a successful woman in a male dominated industry, Irene Amato of A.S.A.P Mortgage has solely built her business on the importance of bringing motivation into the company culture and participating in community outreach efforts. She believes in hiring like-minded individuals who carry similar values and focus on providing each client with an exceptional experience during their home buying process. Tune into this week’s episode of Broker to Broker to learn more about how Irene uses her knowledge and the necessary tools to help consumers achieve the American dream of homeownership. 

Show Notes: 

The post The Importance of Focusing on the Client Experience (with Irene Amato) – Episode 36 appeared first on AIME.

From running a business on ebay at the age of 11 to selling baseball cards in middle school, Dan Patty of Solcosta Home Loans has always led with an entrepreneurial mindset. He’s constantly focusing on templating processes and organizing Excel spreadsheets to ensure every client successfully closes on a home. Dan believes systemizing everything upfront can be what saves you in the end. Tune into this week’s episode of Broker to Broker to learn more about the purpose of over-explaining throughout the entire loan process and how to form meaningful relationships with your clients. 

Show Notes: 

The post The Benefits of Systemizing as a One Man Shop (with Dan Patty) – Episode 35 appeared first on AIME.

Whether you’re a seasoned broker or new to the channel, it’s important to center your business model around the needs of your consumers. As a loan originator, you should focus on having a balanced mindset and building trustworthy relationships in order to succeed in the mortgage industry. If you work hard in the beginning, you’ll end up benefiting even more in the long run. Tune into this week’s episode of Broker to Broker to learn more about how you can become a true advisor for your clients and why it’s important to market directly to your community. 

Show Notes: 

The post How to Become a Trusted Advisor for Your Clients (with Dan Lourenco) – Episode 34 appeared first on AIME.