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Broker to Broker Podcast: Kyle Koller – Ep. 246

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Episode 246

Host: Marc Summers (AIME’s Founding President)

Guest: Kyle Koller (Branch Manager at UMortgage)

This week’s episode features Kyle Koller, a ten year mortgage veteran who has built his entire career in the broker channel.

He shares his unconventional start in the industry, after receiving a text from a former student. Kyle talks with Marc about the mindset shifts, practical strategies, and relationship building tactics that have sustained his business through countless market cycles.

Key Takeaways:

  • How to best utilize your most loyal past clients and existing Google reviews.
  • The importance of educating clients in simple terms, especially during volatile markets.
  • Why blended rate conversations are essential for helping clients see the full picture.
  • Why being an advisor, not just a transaction facilitator, leads to true longevity.

    • Golden Nugget:

    “This job gives you a flexible schedule. Stop treating it like a nine to five and start taking advantage of the freedom it actually offers.”

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    #UMortgage #BlendedRate #WorkLifeBalance #LoanOfficerLife #MortgageIndustry #ScalingYourBusiness #FinancialAdvisor #BrokerToBroker #MortgageTech #BrokersAreBest #AIME #Podcast #Network

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