Broker to Broker Archives - AIME

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: 

The post What It Takes to Become an Effective and Influential Leader (with Shashank Shekhar) – Episode 28 appeared first on AIME.

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: 

The post The Value of Building Trust with Your Employees (with Andres Munar) – Episode 27 appeared first on AIME.

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: 

The post The Importance of Understanding Your Client (with Mat Grella) – Episode 26 appeared first on AIME.

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: 

The post Live from AIME Activate Pt. 2 (with JP Hussey & Jason Frazier) – Episode 25 appeared first on AIME.

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: 

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

From starting in I.T. to becoming a Broker/Owner, Ramon Walker of Mount Diablo Lending has utilized his analytical background to take his business directly to the top. As one of the top-producing loan originators in the country, Ramon combines his knowledge of data analytics and technology to help generate leads for his loan officers and turn more leads into clients. According to Ramon, it’s all about taking that extra step and continuously educating yourself about the industry in order to make your business successful. Tune in to this week’s episode of Broker to Broker to learn how to manage working with virtual assistants and the importance of leading your business with an entrepreneurial and analytical mindset. 

Show Notes: 

The post Generating Leads Using Data-Driven Strategies (with Ramon Walker) – Episode 23 appeared first on AIME.

What steps are you taking to better your marketing efforts? 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 live from the AIME Activate event. You’ll gather insights regarding what it takes to strengthen relationships with clients and real estate partners, learn effective marketing techniques and benefit from their personal success stories from within the wholesale mortgage channel. Tune in to this week’s episode of Broker to Broker, sponsored by CF Wholesale,to gain tangible advice you can implement immediately into your business model.

The post Live from AIME Activate (with JP Hussey & Jason Frazier) – Episode 22 appeared first on AIME.

As a mortgage industry veteran, Josh Lewis from BuyWise Mortgage has been in the business for a long time. He’s accumulated over 20 years of knowledge and utilizes his experience to inform borrowers to help them find the best deals possible and ease their homebuying experiences. As Josh mentions in the podcast episode, what makes your business successful is focusing on the client and working hard every day to give them top-notch service. Tune in to hear about the importance of establishing healthy real estate agent relationships and learn tactics you can implement that will motivate them to work with you. 

Show Notes: 

The post How to Build Relationships with Real Estate Agents (with Josh Lewis) – Episode 21 appeared first on AIME.

Lisa Lund and Matt Oliver, the dynamic duo behind Lund Mortgage, are reinventing the industry one loan at a time. On top of raising a family, living together and keeping up with a high volume business, they strive to build a brand that directly aligns with their personal beliefs and creates a memorable experience for clients. According to Matt and Lisa, it’s important to focus not on the amount of money you’re making from each transaction, but the level of service you’re providing to every client coming through the door. In this episode of Broker to Broker, you’ll learn how the couple manages to gain hundreds of leads through radio advertising and their ability to successfully establish a balance between work and play. 

Show Notes: 

The post Establishing Trust to Increase Client Retention (with Lisa Lund & Matt Oliver) – Episode 20 appeared first on AIME.

What are you doing to build a positive reputation? As stated by Matt Gougé, Loan Officer at Answer Home Loans, it’s all about creating a memorable name for yourself within the mortgage industry and establishing relationships that will lead to referrals from your clients and real estate partners. In this episode, Matt discusses how working as an independent mortgage broker revolves around serving the client at the highest level. Whether you’re acting as a mortgage advisor or originating a loan, it’s important to be constantly adding value to consumers in order to enhance your reputation and succeed within the broker channel. Tune-in to this week’s episode to learn how Matt successfully transitioned from the retail channel to being an independent broker and how he continues to exceed client expectations. 

Show Notes:

The post Defining Your Personal Brand as a Loan Officer (with Matt Gougé) – Episode 19 appeared first on AIME.