Broker to Broker Archives - AIME

Broker to Broker Archives - AIME

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Broker to Broker Archives - AIME episodes

  • Broker to Broker Podcast: Russell Petty – Ep. 238

    Episode 238

    Host: Marc Summers (AIME’s Founding President)

    Guest: Russell Petty (Founder of Broker Marketplace)

    This week’s Broker to Broker podcast features A.I. strategist and former broker-owner Russell Petty, who delivers a masterclass on integrating artificial intelligence into your brokerage.

    Russell moves far beyond basic ChatGPT uses, revealing how broker-owners can harness advanced A.I. for deep market research, automated system building, and creating unmatched value for loan officers.

    He even provides an actionable roadmap to future-proof your business against the coming AI revolution in mortgage.

    Key Takeaways:

    • – How to use AI for deep research to identify the exact needs of your ideal loan officer avatar.
    • – Building custom tools and lead magnets in under an hour to attract and retain top talent.
    • – Automating repetitive tasks and complex workflows using AI agents like Claude.
    • – The critical SEO hack to get AI platforms like ChatGPT to recommend your brokerage.
    • – Why your personal brand is your ultimate defense against AI-driven competition.
    • – Preparing for the next generation of homebuyers who prefer seamless, low-touch AI interactions.

      • Golden Nugget:

      “Think of AI as an unpaid intern that’s just as smart as you are, has all the context, and never gets tired. It’s a genius savant sitting beside you.”

      Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.

      Join AIME: aimegroupstage.wpengine.com/membership

      #BrokerToBroker #BrokersAreBest #MortgageTech #MortgageAI #FutureOfMortgage #BrokerSuccess #AIME #Podcast #MortgageIndustry

      The post Broker to Broker Podcast: Russell Petty – Ep. 238 appeared first on AIME.

      33 min
    • Broker to Broker Podcast: Troy Molitor – Ep. 237

      Episode 237

      Host: Marc Summers (AIME’s Founding President)

      Guest: Troy Molitor (President and CEO of Molitor Financial Group)

      This week’s Broker to Broker podcast features Troy Molitor, who shares how he built a thriving business centered on consistency, communication, and genuine connection.

      With more than two decades in the mortgage industry, Troy breaks down how brokers can create momentum through simple daily actions, build trust with both clients and partners, and use mindset as a strategic advantage in any market.

      Key Takeaways:

      • – Why consistency compounds and creates long-term growth.
      • – How clear communication drives 100 percent referral-based business.
      • – Building a team by hiring for character, not resume.
      • – Why originators should build a personal brand instead of relying on company branding.
      • – How to approach social media authentically without overproducing content.
      • – The mindset shifts brokers need to stay competitive heading into 2026.

        • Golden Nugget:

        “What you choose to see is what will exist in your space. Focus on the right things and your business will follow.”

        Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.

        Join AIME: aimegroupstage.wpengine.com/membership

        #BrokerToBroker #BrokersAreBest #MortgageTech #MortgageTips #Community #MindsetMatters #BrokerSuccess #AIME #Podcast #Network

        The post Broker to Broker Podcast: Troy Molitor – Ep. 237 appeared first on AIME.

        0 min
      • Broker to Broker Podcast: Matt Oliver – Ep. 236

        Episode 236

        Host: Marc Summers (AIME’s Founding President)

        Guest: Matt Oliver (Loan Originator at Lund Mortgage Team)

        This week’s Broker to Broker podcast features Matt Oliver from Lund Mortgage, who shares how he built a thriving direct-to-consumer model, maintained a strong referral network, and created long-term success through consistent database management and client relationships.

        With over 20 years in the business, Matt breaks down the practical steps brokers can take right now to win new clients, keep past clients engaged, and build trust through communication and transparency.

        Key Takeaways:

        – Direct-to-consumer insight: why talk radio still works and how to capture consumer attention.
        – The power of a database: why client retention beats chasing new leads.
        – Simple systems that turn one-time clients into referral machines.
        – How to create memorable client experiences that last long after closing.
        – Why brokers must educate consumers, NOT fight each other.
        – Using rate-watch strategies to protect clients and build long-term trust.

        Golden Nugget:

        “Capture everyone you can and stay in touch. If you don’t reach out to them, they’ll forget you, no matter how good the experience was.”

        Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.

        Join AIME: aimegroupstage.wpengine.com/membership

        #AIME #Community #MortgageBroker #BrokerSuccess #ClientRetention #BrokersAreBest

        The post Broker to Broker Podcast: Matt Oliver – Ep. 236 appeared first on AIME.

        33 min
      • Broker to Broker Podcast: Steven Carey – Ep. 235

        Episode 235

        Host: Marc Summers (AIME’s Founding President)

        Guest: Steven Carey (Owner of Hightide Mortgage)

        This week’s Broker to Broker podcast features Steven Carey, Owner of Hightide Mortgage, who shares how he built a thriving brokerage by blending corporate sales discipline with modern technology and a people-first mindset. From his start in banking to launching Hightide, Steven breaks down how brokers can use AI, data, and intentional planning to stand out in a rapidly evolving industry.

        Key Takeaways:

        • From bank to broker: why Steven chose independence over committee approvals.
        • The new broker skill set: from technician to coach and trusted advisor.
        • Using AI as a “digital mentor” for communication, strategy, and efficiency.
        • Turning data into opportunity: using public information to educate clients and win referrals.
        • Goal setting that sticks: how intentional actions and measurable planning create real growth.

          • Golden Nugget:

          “So get out there, ask for nothing, give everything, and by doing that, stuff will magically come back to you.”

          Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.

          Join AIME: aimegroupstage.wpengine.com/membership

          #AIME #Community #Mortgage #Success #BrokersAreBest #AI #MortgageTech #Learning

          The post Broker to Broker Podcast: Steven Carey – Ep. 235 appeared first on AIME.

          31 min
        • Broker to Broker Podcast: Kenneth Travis – Ep. 234

          Episode 234

          Host: Marc Summers (AIME’s Founding President)

          Guest: Kenneth “KT” Travis (President & CEO at Greenlight Mortgage, Lender Relations Manager at AIME)

          This week’s Broker to Broker Podcast features Kenneth “KT” Travis, a Marine veteran, CEO of Greenlight Mortgage, and AIME’s Lender Partnership Director. He’s here to share his inspiring journey from serving in the Marines to helping shape the future of the broker community.

          The lessons learned from building and rebuilding his business, the mindset that defines successful brokers, and why collaboration between lenders and brokers is so vital for the industry.

          Key Takeaways:

          • – From Marine to mortgage: how discipline and adaptability translate into success.
          • – Building smarter, not bigger: why scaling isn’t always the answer.
          • – Leadership through service: how to train, invest in, and retain great people.
          • – The power of community, collaboration, and showing up together.

            • Golden Nugget:

            “You show up differently when you have people beside you. Community pushes you to do harder things — and get better results.”

            Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.

            Join AIME: aimegroupstage.wpengine.com/membership

            #AIME #Community #MortgageBroker #BrokerSuccess #BrokersAreBest #Leadership #VeteranOwned

            The post Broker to Broker Podcast: Kenneth Travis – Ep. 234 appeared first on AIME.

            37 min
          • Broker to Broker Podcast: Phil Stevenson – Ep. 233

            This week’s Broker to Broker podcast features Phil Stevenson, a veteran, expert broker and industry leader with nearly two decades of experience under his belt.

            From his early days specializing in reverse mortgages to building a thriving all-purpose shop at PS Mortgage Lending, Phil shares how adaptability, education, and authenticity drive lasting success in any market.

            Key Takeaways:

            – Reverse mortgages demystified: why they’re a powerful tool when used correctly.
            – Serving veterans: how Phil built trust and grew his VA loan business.
            – Honesty wins: being genuine, even when it costs you a client, creates long-term credibility.
            – Hunting and farming: why every broker should find a balance of short-term wins and long-term relationships.

            Golden Nugget:

            “Networking is farming versus hunting. You need a mix of both. Hunt for immediate wins, but farm relationships that will bear fruit for years.”

            Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.

            Join AIME: aimegroupstage.wpengine.com/membership

            #AIME #Community #MortgageTech #BrokerToBroker #Success #BrokersAreBest #Podcast #Network #AMP #ReverseMortgage

            The post Broker to Broker Podcast: Phil Stevenson – Ep. 233 appeared first on AIME.

            32 min
          • Broker to Broker Podcast: Anthony Wheeler – Ep. 232

            Episode 232

            Host: Marc Summers (AIME’s Founding President)

            Guest: Anthony Wheeler (Owner and CEO of AMP Mortgage)

            This week’s Broker to Broker podcast features Anthony Wheeler, who shares his journey from retail loan officer to the leader of AMP Mortgage. Anthony opens up about the lessons he’s learned in growth, leadership, and why over-communication is the key to closing deals and building lasting trust.

            Key Takeaways:

            – Retail vs. wholesale: how moving to the broker channel unlocked faster growth.

            – Consistency counts: why always answering the phone sets Anthony apart.

            – Social media as a growth engine: simple engagement that builds lasting partnerships.

            – Leadership in action: supporting loan officers with accessibility and honest feedback.

            Golden Nugget: “Over-communicate. The faster you get information to clients and partners, the stronger your relationships and the smoother your business.”

            Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.

            Join AIME: aimegroupstage.wpengine.com/membership

            #AIME #Community #MortgageBroker #BrokerSuccess #BrokersAreBest

            Listen now for Anthony’s blueprint on communication, growth, and leading with availability.

            The post Broker to Broker Podcast: Anthony Wheeler – Ep. 232 appeared first on AIME.

            28 min
          • Broker to Broker Podcast: Jeff Humphries – Ep. 231

            Episode 231

            Host: Marc Summers (AIME’s Founding President)

            Guest: Jeff Humphries (Branch Manager at Edge Home Finance)

            This week’s Broker to Broker podcast features Jeff Humphries, an Air Force veteran and former officer who forged his way in the broker channel. Now leading a thriving branch at Edge Home Finance, Jeff shares how resilience, authenticity, and consistency built his success without relying on cutting-edge tech or paid leads.

            Key Takeaways:

            – Adaptability wins: lessons from military and law enforcement that translate to mortgage leadership

            – People over platforms: why authenticity and honesty beat expensive tech stacks

            – Delegation matters: how the right team frees you to focus on client relationships

            – Consistency is key: staying visible and engaged keeps business flowing even in tough markets

            Golden Nugget: “People do business with those they like and trust. Be authentic, be consistent, and the business will follow.”

            Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.

            Join AIME: aimegroupstage.wpengine.com/membership

            The post Broker to Broker Podcast: Jeff Humphries – Ep. 231 appeared first on AIME.

            31 min
          • Broker to Broker Podcast: Molly Meeker – Ep. 230

            Episode 230

            Host: Marc Summers (AIME’s Founding President)

            Guest: Molly Meeker (National Sales Manager at Edge Home Finance)

            This week’s Broker to Broker podcast features Molly Meeker, who made the leap from retail to the broker channel and quickly found success at Edge Home Finance. Molly shares how technology, speed, and community set brokers apart, and why visibility and mindset are key to lasting growth.

            Key Takeaways:

            – AI and streamlined systems make closings faster and easier

            – Relationships and empathy create stronger client experiences
            – Coaching and accountability fuel personal and business growth
            – Staying visible and asking for referrals keeps business flowing

            Golden Nugget:

            “A quiet mouth is not a fed mouth. You have to put yourself out there if you want to grow.”

            Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.

            Join AIME: aimegroupstage.wpengine.com/membership

            The post Broker to Broker Podcast: Molly Meeker – Ep. 230 appeared first on AIME.

            31 min
          • Broker to Broker Podcast: Becky Thompson – Ep. 229

            Episode 229

            Host: Marc Summers (AIME’s Founding President)

            Guest: Becky Thompson (Senior Loan Originator at Empire Home Loans)

            This week’s Broker to Broker podcast features Becky Thompson, a veteran originator whose career journey spans subprime beginnings, years in retail, and is now thriving as a broker. She shares how personal growth, meaningful coaching and a strong sense of empathy has shaped her success.

            Key Takeaways:

            • Reinvention is survival: Why brokers must adapt to every market cycle.
            • Relationships over transactions: Creating safe spaces where clients feel heard.
            • Growth fuels business: How coaching and self-awareness drive results.
            • Long-term approach: Why connections matter more than rates alone.

              • Golden Nugget:

              “This career can give you everything you want. You just have to grow. If you don’t want to grow, it’s the wrong business.”

              Subscribe to Broker to Broker on YouTube, Spotify, or Apple Podcasts.

              Join AIME: aimegroupstage.wpengine.com/membership

              #AIME #Community #MortgageTech #Growth #Adaptability #BrokersAreBest

              Listen now for Becky’s perspective on growth, resilience, and building a business built on trust.

              The post Broker to Broker Podcast: Becky Thompson – Ep. 229 appeared first on AIME.

              29 min

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