Episode 28: Jumbo Loan Recasts, Unemployment Income & Taking Control of Sales Conversations

Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager.

Broker Buzz

– Jumbo Loan Recasts: Why most investors won’t allow them, what it means for your client’s payment, and how to structure smarter refi options.

– Unemployment Income & Qualification: When it counts (union rules, seasonal work, tax returns) and when lenders will say no.

– The “Unlimited Resources” Question: If Jon could build one piece of mortgage tech, it would end missed follow-ups forever.

Sales Pitch Training

– Why ‘how’ you say things matters more than ‘what’ you say.

– The 3–5 key moments every LO must own: intro, agent communication, documents, process, and post-close.

– A framework to set expectations, gain client buy-in, and keep deals moving without chaos.

Story Time | Owning Your Growth

Jon shares the mindset shift that turned excuses into action and how letting go of the past creates space for a better version of yourself.

Sharpen your loan strategies, strengthen client communication, and level up your personal growth.

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#BrokerPowerUp #AIME #LoanOfficerTips #MortgageSales #MindsetMatters #BrokersAreBest

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