Broker to Broker Archives - AIME

By Broker to Broker Archives - AIMEBusiness Non-Profit

Broker to Broker Archives - AIME episodes

September 29Broker to Broker Podcast: Jason duPont – Ep. 258
Episode 258
Host: Marc Summers (AIME’s Founding President)
Guest: Jason duPont (Chief Strategy Officer at NEXA Mortgage)
This week’s episode features Jason duPont, a thirty-year mortgage veteran who started as a broker, spent time in retail, built and sold his own brokerage, retired early, and found his way back to the business he loves.
Now the Chief Strategy Officer at NEXA Mortgage, Jason shares his perspective on growth, alignment, and why the broker channel is the best place for loan officers and consumers alike.
He also discusses NEXA’s partnership with AIME as the first enterprise account and what it means for the industry.
Key Takeaways:
– Why purchase business is the foundation of a recession-proof career.
– How NEXA’s volume-based model allows them to pass more back to loan officers.
– Why alignment and shared vision matter more than competition.
– The importance of being yourself and being vulnerable when building a team.
Golden Nugget:
“It’s always what’s best for the loan officer, and that in turn helps the consumer. If everyone in our channel took that mindset, we’d be at forty percent market share before we know it.”
Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.
Join AIME: aimegroupstage.wpengine.com/membership
#NEXAMortgage #BrokerGrowth #PurchaseBusiness #MarketShare #MortgageLeadership #BrokerChannel #JasonduPont #BrokerToBroker #MortgageTech #BrokersAreBest #AIME #Podcast #Network
The post Broker to Broker Podcast: Jason duPont – Ep. 258 appeared first on AIME.
34 min
September 09Broker to Broker Podcast: Ashley Bedford – Ep. 257
Episode 257
Host: Marc Summers (AIME’s Founding President)
Guest: Ashley Bedford (Loan Originator at appli Home Loans)
This week’s episode features Ashley Bedford, a top producing loan officer who found her way into mortgages after a life-changing home buying experience.
Ashley shares how she went from a one-bedroom with her mother-in-law to closing twenty to thirty loans a month, all while maintaining a focus on people over paychecks.
She talks advice for social media, building authentic relationships, and why consistency and attention are the new currencies in the mortgage industry.
Key Takeaways:
– Why focusing on the person, not the paycheck, leads to long-term success.
– The importance of consistency and creating a repeatable client experience.
– Why AI is a tool to implement, not a replacement for human connection.
– The power of the AIME community and events like FUSE.
Golden Nugget:
“We’re no longer fighting for information. We’re fighting for attention. Post the content. Don’t let perfect get in the way of good.”
Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.
Join AIME: aimegroupstage.wpengine.com/membership
#TopProducer #SocialMediaStrategy #WomenInMortgage #MortgageTech #BrokerTips #Consistency #Appli #HomeLoans #ArtificialIntelligence #ChatGPT #BrokersAreBest #BrokerToBroker #AIME #Podcast #Network
The post Broker to Broker Podcast: Ashley Bedford – Ep. 257 appeared first on AIME.
0 min
August 25Broker to Broker Podcast: Jason Kindler – Ep. 256
Episode 256
Host: Marc Summers (AIME’s Founding President)
Guest: Jason Kindler (President of First Coast Mortgage Funding)
This week’s episode features Jason Kindler, a 25-year mortgage veteran who started as a broker, moved to retail, and came back to the broker channel with a fresh perspective.
Jason shares why independence was the catalyst for his return, how brokers can successfully compete with builder financing, and his simple approach to AI that anyone can implement.
He also discusses his coaching philosophy and why focusing on your strengths beats forcing a one-size-fits-all approach.
Key Takeaways:
– How to build relationships with builders and compete with their incentives.
– The hybrid model: combining retail support with broker freedom.
– Why the broker community’s willingness to share sets it apart from retail.
– The value of FUSE and immersing yourself in the community.
Golden Nugget:
“Figure out what you want AI to solve for you. If there’s something in your week that you hate doing, AI can probably do it for you.”
Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.
Join AIME: aimegroupstage.wpengine.com/membership
#RetailToBroker #BuilderBusiness #Independence #AIForMortgage #BrokerCommunity #FUSE2026 #FirstCoastMortgage #BrokerToBroker #MortgageTech #BrokersAreBest #AIME #Podcast #Network
The post Broker to Broker Podcast: Jason Kindler – Ep. 256 appeared first on AIME.
0 min
August 04Broker to Broker Podcast: John McLaughlin – Ep. 255
Episode 255
Host: Marc Summers (AIME’s Founding President)
Guest: John McLaughlin (Broker & Owner of McLaughlin Mortgage)
This week’s episode features John McLaughlin, who started in real estate as a top 1% agent before transitioning into the mortgage space.
After two years in retail lending, John made the jump to the broker channel and hasn’t looked back. He shares how he built his tech stack from the ground up, why treating realtor partners as valuable assets is key to long-term success, and how the Brokers Are Best community has been instrumental in his growth as a broker owner.
Key Takeaways:
– How the retail experience pushed him toward the broker channel.
– Treating realtor partners as valuable assets, not just transaction facilitators.
– The value of community and why the Brokers Are Best Facebook group is a must-join.
– Why tech stack fragmentation is a challenge and how AI can bring clarity.
– Why getting control of your calendar is the first step to getting control of your business.
Golden Nugget:
“Coming from retail, your world is your little bubble. In the broker channel, you need something, ask. Someone will step in and help out. You will always learn something by asking a question.”
Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.
Join AIME: aimegroupstage.wpengine.com/membership
#RetailToBroker #TechStack #RealtorRelationships #MortgageBroker #CommunityMatters #BrokerLife #JohnMcLaughlin #MortgageTech #BrokersAreBest #AIME #Podcast #Network
The post Broker to Broker Podcast: John McLaughlin – Ep. 255 appeared first on AIME.
0 min
July 28Broker to Broker Podcast: Joseph Dionne – Ep. 254
Episode 254
Host: Marc Summers (AIME’s Founding President)
Guest: Joseph Dionne (Managing Partner at appli Home Loans)
This week’s episode features Joseph Dionne, who took a job out of college as a real estate assistant and built it up into a thriving mortgage brokerage. It wasn’t always easy!
His turning point came after a car accident left him with a broken back and a choice to make. Let the injury define him or push past every limitation being placed on him. Joseph shares how ultra marathon training taught him discipline, consistency, and the importance of surrounding himself with people who pour into him.
Key Takeaways:
– How applying ultra marathon discipline to business creates sustainable success.
– Why you have to reach out to your team, not just be available when they need you.
– The importance of being the “I know a guy” person so clients call you for more than just mortgages.
– Why structure and planning matter more than hustle alone.
Golden Nugget:
“You can’t fake dedication. If you don’t consistently do the boring stuff, you go from being at your peak to being the guy on the sidelines who can’t get off the couch.”
Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.
Join AIME: aimegroupstage.wpengine.com/membership
#LeadershipMindset #Discipline #MortgageBroker #ScalingYourBusiness #UltraMindset #RelationshipBuilding #appliHomeLoans #BrokerToBroker #MortgageTech #BrokersAreBest #AIME #Podcast #Network
The post Broker to Broker Podcast: Joseph Dionne – Ep. 254 appeared first on AIME.
33 min
July 14Broker to Broker Podcast: Kathy Dey – Ep. 253
Episode 253
Host: Marc Summers (AIME’s Founding President)
Guest: Kathy Dey (Director of Operations at Apex Processors)
This week’s episode features Kathy Dey, a mortgage operations veteran who started her career in telemarketing at 16 and has since held roles in origination, compliance, underwriting, and processing management.
Now leading operations at Apex Processors, Kathy shares her unique perspective on the broker-processor partnership, why contract processing is changing the game for LOs at every production level, and how finding the right “work spouse” can transform your business.
Key Takeaways:
– Why processors should own the file from submission to CTC, so you can focus on originating.
– The importance of personality matching when pairing LO’s with their processors.
– How empowering processors through community and training can benefit the entire brokerage.
– How trust is built over time and why grace and resolution matter more than perfection.
Golden Nugget:
“Your processors know just as much, if not more, than you do. Leave the processing to the pros. You originate.”
Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.
Join AIME: aimegroupstage.wpengine.com/membership
#MortgageTech #Loans #Processing #Operations #Excellence #LoanOfficerSupport #TeamWork #Trust #ApexProcessors #ClosingMadeEasy #BrokerToBroker #MortgageTech #BrokersAreBest #AIME #Podcast #Network
The post Broker to Broker Podcast: Kathy Dey – Ep. 253 appeared first on AIME.
30 min
June 23Broker to Broker Podcast: Christine Beckwith – Ep. 252
Episode 252
Host: Marc Summers (AIME’s Founding President)
Guest: Christine Beckwith (CEO of 20/20 VSC)
This week’s episode features Christine Beckwith, a mortgage industry veteran with decades of experience in roles like executive leadership, origination, and master coaching.
As the CEO of 20/20 VSC, Christine has built a comprehensive coaching platform designed to help originators and leaders reach new heights. In this episode, she offers a strong perspective on the current economic climate, highlighting what has changed in the refi market and how originators can put themselves in position to win despite a rate-resistant environment.
Key Takeaways:
– Why the current market requires a shift in mindset, not just harder work.
– How to vet and build relationships with your realtor partners the right way.
– How to overcome rate objections by focusing on total cost and financial security.
– Why building a business plan is just the beginning and accountability is the real work.
Golden Nugget:
“It’s not about saving rate money anymore. It’s about saving the American homeowner from themselves.”
Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.
Join AIME: aimegroupstage.wpengine.com/membership
#MortgageCoaching #SalesMindset #FinancialAdvocacy #RefiOpposition #EconomicOutlook #OriginatorSuccess #ChristineBeckwith #BrokerToBroker #MortgageTech #BrokersAreBest #AIME #Podcast #Network
The post Broker to Broker Podcast: Christine Beckwith – Ep. 252 appeared first on AIME.
37 min
June 16Broker to Broker Podcast: Ryan Whitfield – Ep. 251
Episode 251
Host: Marc Summers (AIME’s Founding President)
Guest: Ryan Whitfield (Home Loan Specialist at C2 Financial)
This week’s episode features Ryan Whitfield, who spent a decade as a pastor before transitioning into the mortgage industry. Ryan shares how his background in building trust and connecting with people became the foundation of his lending business.
From struggling with internet leads to building a referral based model around first time homebuyers, Ryan offers a refreshing perspective on partnership, family, and finding your true value add.
Key Takeaways:
How his previous careers became the bridge to successful lending.
The difference between a vendor with the lowest rate and a true mortgage partner.
Why consistency and communication matter more to partners than gifts or gimmicks .
The importance of scaling your team to buy back your time and protect family priorities.
Golden Nugget:
“If your greatest value add is the lowest rate, then you better be committed to having the lowest rate in your town. Otherwise, figure out what your value actually is.”
Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.
Join AIME: aimegroupstage.wpengine.com/membership
#FirstTimeHomebuyers #ReferralBusiness #MortgagePartnerships #WorkLifeBalance #C2Financial #BrokerToBroker #MortgageTech #BrokersAreBest #AIME #Podcast #Network
The post Broker to Broker Podcast: Ryan Whitfield – Ep. 251 appeared first on AIME.
31 min
June 09Broker to Broker Podcast: Tanner Mulvihill – Ep. 250
Episode 250
Host: Marc Summers (AIME’s Founding President)
Guest: Tanner Mulvihill (Owner and Senior Loan Officer of Bayfield Home Loans)
This week’s milestone 250th episode features Tanner Mulvihill, a former United States Marine turned mortgage broker who has spent over two decades perfecting the art of the bold move.
Tanner shares his three stage blueprint for loan officers: how to survive and thrive as a new LO, how to lock in systems and past client relationships in the middle years, and how a bold relocation can breathe new life into a veteran’s career.
Key Takeaways:
The ninety day grind: open houses, Facebook videos, and thank you cards for new loan officers.
Why sending a thank you card every time you pull credit can save deals and build loyalty.
The pizza strategy: how one loan for a military unit turned into forty closed transactions.
Moving to a new market as a veteran loan officer to reset relationships and find new opportunities.
Golden Nugget:
“If you don’t have the gift of rolling out of bed and getting a two million dollar deal, you need to grind. The true top producers have both the gift of luck and the gift of drive.”
Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.
Join AIME: aimegroupstage.wpengine.com/membership
#VALoans #Veterans #LoanOfficerTips #MortgageSystems #BoldMoves #NewLoanOfficer #ReferralBusiness #BrokerToBroker #MortgageTech #BrokersAreBest #AIME #Podcast #Network
The post Broker to Broker Podcast: Tanner Mulvihill – Ep. 250 appeared first on AIME.
33 min
May 12Broker to Broker Podcast: Mario Escobedo – Ep. 249
Episode 249
Host: Marc Summers (AIME’s Founding President)
Guest: Mario Escobedo (Owner and Founder of Sienna Mortgage)
Mario Escobedo grew up around the mortgage industry, stepped away from it, and ultimately came back to build something all his own.
He shares how his early years as a loan coordinator shaped his understanding of the business, why he treats every client interaction like a system, and how giving value without asking has become the cornerstone of his success with realtor partners.
Key Takeaways:
Why “partner” is the most important word in his vocabulary and how he reinforces it.
Mario’s experience growing up around the mortgage industry, stepping away, and making a triumphant return a decade later.
How to proactively educate clients and partners instead of reacting to problems.
Using social media as a social CRM to stay top of mind without being annoying.
How the AIME community kept him in the broker channel when he considered leaving.
Golden Nugget:
“Give without asking. The law of reciprocity will do its own thing. Just focus on bringing value.”
Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.
Join AIME: aimegroupstage.wpengine.com/membership
#ReferralBusiness #MortgageSystems #Partnerships #RealtorRelationships #VALoans #FirstTimeHomeBuyers #CommunityOverCompetition #BrokerToBroker #MortgageTech #BrokersAreBest #AIME #Podcast #Network
The post Broker to Broker Podcast: Mario Escobedo – Ep. 249 appeared first on AIME.
33 min

About Broker to Broker Archives - AIME

From the publisher's feed

Helping Brokers Close More Loans

Share Broker to Broker Archives - AIME

Sign up to save your podcasts

Broker to Broker Archives - AIME

Broker to Broker Archives - AIME episodes

About Broker to Broker Archives - AIME