AIME Podcast Network

AIME Podcast Network

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AIME Podcast Network episodes

  • Developing a Successful Real Estate Partner Relationship (with Barb Multari) – Episode 33

    From graduating college with a degree in engineering to joining the broker channel, Barb Multari of Pathway Mortgage Group has succeeded through the challenges of opening her own brokerage and establishing a local reputation for herself after uprooting her entire life to move across the country. As Barb and her husband work together to grow their business, they’ve learned to combine their niches to become a high volume brokerage and create an exceptional client experience. Tune in to this week’s episode of Broker to Broker to learn more about the importance of developing a personal connection with your real estate partners and understanding how your mental outlook can help you achieve success. 

    Show Notes: 

    • Transitioning from Retail to Broker (2:46)
    • The Flexibility of a Smaller Brokerage (5:05) 
    • Challenges of Owning a Company (7:28) 
    • Forming Relationships with Real Estate Agents (15:28) 
    • Building Your Business (22:03) 
    • The Process of Originating a Loan (32:29) 
    • Future of the Industry (41:10) 
    • Advice to Loan Officers (44:26)
    • The post Developing a Successful Real Estate Partner Relationship (with Barb Multari) – Episode 33 appeared first on AIME.

      47 min
    • Utilizing Technology to Create a Customized Client Experience (with Andy Harris) – Episode 32

      From dealing with his family’s financial struggles as a child to becoming a self-made millionaire, Andy Harris of Vantage Mortgage Group has dedicated his career in the mortgage industry to focusing on establishing effective systems and staying ahead of competition. According to Andy, incorporating technology into your business can create a customized consumer experience and help independent mortgage brokers better adapt to the ever-changing housing market. Tune into this week’s episode of Broker to Broker to learn how you can differentiate yourself to appeal to the new millennial buyers and the importance of developing your own daily checklist to measure productivity. 

      Show Notes: 

      • Getting to Know Andy (2:38) 
      • Banking Originator vs. Broker Originator (9:25) 
      • Similarities Between the Housing Crash vs. Today’s Market (12:31) 
      • Producing Loans as a Broker/Owner (18:25) 
      • Incorporating Technology into Business (42:50) 
      • A Day in the Life of Andy Harris (47:46) 
      • Future of the Mortgage Industry (53:23) 
      • Transitioning from Retail to Independent Mortgage Broker (58:01)
      • The post Utilizing Technology to Create a Customized Client Experience (with Andy Harris) – Episode 32 appeared first on AIME.

        1 hr 2 min
      • Building Your Business Using a Process-Focused Approach (with Nate Davis) – Episode 31

        Mixing his analytical background and determined mindset, Nate Davis of Florida Mortgage Firm has focused immensely on creating effective processes to benefit not only the consumer but his real estate partners and loan officers as well. According to Nate, consistency is the key to developing healthy habits that will improve your business and relationships. As a business owner or loan officer, implementing a sense of repetition into your business structure can make everything that much easier in the long run. Tune into this week’s episode of Broker to Broker to learn more about the importance of paying attention to detail throughout the loan process and falling in love with the habits of success. 

        Show Notes: 

        • The Process of a Loan (10:42) 
        • Expanding the Business (26:47) 
        • Marketing Efforts to Bring in Leads (33:29) 
        • Future of the Mortgage Industry (40:29)
        • Putting the Fire Back Into Your Loan Officers (48:44)
        • The post Building Your Business Using a Process-Focused Approach (with Nate Davis) – Episode 31 appeared first on AIME.

          53 min
        • How to Develop and Maintain Strong Client Relationships (with Katrina DiBiase) – Episode 30

          What are you doing to stay top of mind with your clients? Katrina DiBiase of North Star Mortgage Group believes that forming a solid and valuable relationship with your clients is the key to growing your business. Whether it’s meeting in-person to discuss their loan application or delivering personalized gift baskets, you focus on making personal connections with your clients rather than providing just a transactional experience. Tune in to this week’s episode of Broker to Broker to learn more about how Katrina maintains a high level of volume and the benefit of doing your research ahead of time to add increased value throughout the loan process. 

          Show Notes:

          • Getting to Know Katrina (3:03) 
          • The Loan Process Impact (6:59) 
          • Set-Up of the Business (9:37)
          • Organically Driving Business (17:44) 
          • Overall Client Experience (25:55) 
          • Advice to Loan Officers (35:58) 
          • Future of the Industry (39:26)
          • The post How to Develop and Maintain Strong Client Relationships (with Katrina DiBiase) – Episode 30 appeared first on AIME.

            39 min
          • Leading Your Business With a Systematic Mindset (with Brian Decker) – Episode 29

            The key to success is creating effective systems that will guarantee you’re dominating the mortgage industry, according to Brian Decker of Modern Lending. Brian has dedicated his time in the mortgage industry to breaking down the loan process and utilizing his drive to rank as one of the top-producing independent mortgage brokers in the country. It’s all about putting yourself in the right mindset and constantly ensuring you’re top of mind within your referral base. Tune in to this week’s episode of Broker to Broker to learn more about the importance of posting consistent, relatable content on social media and learn how you can control your lead flow by offering a sense of value to your real estate partners.

            Show Notes:

            • Background in the Mortgage Industry (3:41) 
            • Breaking Down a Loan (13:30) 
            • Scaling Your Business with High-Quality Loan Officers (30:04) 
            • Bringing in the Business (34:59)
            • Branding Yourself on Social Media (41:06) 
            • Future of the Mortgage Industry (48:28) 
            • Advice for Loan Officers (54:36)
            • The post Leading Your Business With a Systematic Mindset (with Brian Decker) – Episode 29 appeared first on AIME.

              57 min
            • What It Takes to Become an Effective and Influential Leader (with Shashank Shekhar) – Episode 28

              With a determined mindset and desire to grow his own business, Shashank Shekhar from Arcus Lending came to America with not only the intent to fully accomplish his goals but also to create a long-lasting legacy that will carry on. As stated by Shashank, we should be focusing on hiring for quality rather than only looking for certain skill sets during the recruiting process. He notes that if you’re hiring individuals that align with your values and idea of culture, you can create a sustainable business within the mortgage industry. Tune in to this week’s episode of Broker to Broker to learn more about the steps you need to follow to become a good leader and the value of learning from your mistakes. 

              Show Notes: 

              • Journey into the Mortgage Industry (2:56) 
              • Struggles of a New Loan Officer (9:06) 
              • Organizational Structure of the Business (14:00) 
              • Challenges of Handling Rapid Growth (30:50) 
              • Inspiration to Grow His Business (38:00 
              • Daily Routine of a Loan Officer (41:00) 
              • Work-Life Balance (52:13) 
              • Advice for Loan Officers (1:04:18)
              • The post What It Takes to Become an Effective and Influential Leader (with Shashank Shekhar) – Episode 28 appeared first on AIME.

                1 hr 10 min
              • The Value of Building Trust with Your Employees (with Andres Munar) – Episode 27

                With over 13 years of experience working as an independent mortgage broker, Andres Munar of Keystone Alliance Mortgage has managed to successfully build a high volume business and quickly become a recognizable name within the mortgage industry. According to Andres, the key to success is giving back to your employees what your mentors gave to you and focusing on creating a trustworthy culture within the workplace. Listen to this week’s episode of Broker to Broker to learn more about the family Andres has built within his company and how he manages his team remotely. 

                Show Notes: 

                • Journey Throughout the Mortgage World (1:49) 
                • Learning About the People Behind Keystone Alliance (25:34) 
                • Holding Employees Accountable (36:52) 
                • Building a Business (46:36) 
                • Future of the Industry (55:41)
                • The post The Value of Building Trust with Your Employees (with Andres Munar) – Episode 27 appeared first on AIME.

                  1 hr 4 min
                • 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 to Mat, NEXA Mortgage is highly focused on continuously growing their business by bringing on more loan officers and utilizing their own training process to empower new recruits through referrals and word of mouth techniques. Tune in to this week’s episode of Broker to Broker to understand the value of finding true partners who will fully support your business.

                  Show Notes: 

                  • Getting to Know Mat (1:56) 
                  • Leaping into the Mortgage Industry (6:38) 
                  • The Process of Starting NEXA Mortgage 
                  • Becoming Recognized in the Broker Community (22:39) 
                  • Training New Loan Officers (27:53) 
                  • Setting Up the Business (30:56) 
                  • Working with True Partners (37:27) 
                  • Future of the Mortgage Industry (45:31)
                  • The post The Importance of Understanding Your Client (with Mat Grella) – Episode 26 appeared first on AIME.

                    51 min
                  • 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 like yourself. Listen to this week’s episode of Broker to Broker, sponsored by CF Wholesale, to learn innovative strategies you can immediately implement into your business. 

                    Show Notes: 

                    • Amanda Stevenson – Answer Home Loans (0:50) 
                    • Michelle Dugan – MS Lending, Isabel Williams – We Save Loans & Ashley Miller – GTG Financial, Inc. (23:37) 
                    • Michael Cox – Mortgage Nerds, LLC (51:24) 
                    • Shashank Shekhar – Arcus Lending (1:18:09)
                    • The post Live from AIME Activate Pt. 2 (with JP Hussey & Jason Frazier) – Episode 25 appeared first on AIME.

                      1 hr 51 min
                    • 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 as possible. It’s important to Brendan to always stay in front of any potential problems in order to proactively solve them quickly for each client. Tune in to this week’s episode of Broker to Broker, sponsored by AFR Wholesale, to learn about how the benefits of helping clients refinance their homes and building organic relationships with real estate agents can positively affect your business. 

                      Show Notes: 

                      • Back to the Beginning with Brendan (2:21) 
                      • Forming McKay Mortgage (9:21) 
                      • Breaking Down the Client Process (18:45) 
                      • The Process of Originating a Loan (25:59) 
                      • Purchase vs. Refinance (30:02) 
                      • Organic Marketing Techniques (36:19) 
                      • Working with the Chamber of Commerce (41:34) 
                      • Advice to New Loan Officers (45:46) 
                      • Future of the Industry (47:47)
                      •  

                        The post How to Create an Unforgettable Client Experience (with Brendan McKay) – Episode 24 appeared first on AIME.

                        51 min

                      About AIME Podcast Network

                      From the publisher's feed

                      Home to Broker to Broker, Broker Power-Up, and The Women’s Mortgage Network Podcasts. The AIME Podcast Network is the wholesale industry’s go-to hub for unfiltered strategies, high-energy sales…

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