May 25, 2026

Broker Power-Up Podcast: Episode 62

42 minutes

Episode 62: Building Relationships That Last with Jason Taormina

Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager, featuring special guest Jason Taormina of AutoPayPlus.

In this episode, Jonathon and Tommy are joined by Jason Taormina to discuss what it really means to run a relationship based business in an industry that constantly pushes you toward the next deal. Jason shares how loan officers can stay connected with borrowers after closing, help them pay down debt faster, and position themselves as the trusted financial concierge for life.

Broker Buzz

– Whether appraisals are coming in low more often, and how Fannie Mae’s risk assessment system is changing the game.

– How to help a borrower verify an IRS payment plan when the agency says they cannot reissue the letter. (Spoiler: they can.)

– A proven email marketing strategy that turned cold realtor outreach into lasting referral relationships.

– Practical advice for using AI even if you dislike it, including the microphone feature and breaking through writer’s block.

Sales Training | The Relationship Starts After Closing

Most loan officers say they want a relationship based business, but the industry makes it hard to stay connected. Jason shares how AutoPayPlus helps borrowers pay down debt strategically, build equity faster, and shorten the sales cycle for future business.

For the loan officer, this means having a real reason to call past clients beyond just checking in. Whether a borrower is at a high DTI or simply wants to be in a better position for their next home, helping them manage their finances after closing turns a one time transaction into a lifelong partnership.

Story Time | Clarity in Decision Making

The fortune cookie this week delivers a timely reminder about making clear, data driven decisions. Jonathon shares how he has been restructuring his calendar around his brain patterns and working with researchers to be more intentional about when he makes choices.

Jason adds that a study of top CEOs found decisiveness to be the one constant across all of them. The message is clear. Emotional reactions have their place, but data does not lie. Build systems, trust the numbers, and make decisions with clarity.

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#MortgageBroker #FinancialLiteracy #RelationshipBuilding #SalesTraining #AutoPayPlus #HousingMarket #RealEstate #Lending #BrokerCommunity #MortgageIndustry #ProfessionalDevelopment #BrokersAreBest #BrokerPowerUp #AIME #Podcast #Network

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