Good. Better. Broker.

Creating a Different Breed of Broker Shop | Episode 58


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The following guest sits down with host Justin White:

•   Pablo Martinez – CEO and Broker-owner, Equity Smart Home Loans


Redefining The LO Experience By Focusing On What Originators Want

The mortgage business is the only career Pablo Martinez has ever known – and he’s using all of his experience and knowledge to build a destination for loan originators. What are LOs looking for in a broker shop and how can broker-owners provide it? Tune into episode #58 of Good. Better. Broker. as we sit down with Pablo Martinez from Equity Smart Home Loans and find out the importance of prioritizing the LO experience over everything.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to create a platform and environment that makes loan originators never want to leave.


In this episode, we discuss ...

•   1:50 – Pablo’s own experience as an LO shaped the way he built his company
•   5:40 – How consistency has helped set Pablo’s company apart from others
•   7:01 - Why Pablo’s top priority is making his company a great place for LO’s to work
•   8:21 – Pablo’s pitch presentation to new LOs
•   10:59 - How Pablo has created an onboarding process that gets LOs excited from the start
•   12:51 - What Pablo focuses on in weekly training sessions with LOs
•   14:10 - How the investments Pablo has made have helped his business grow
•   15:35 – Why it’s important to approach being a broker-owner differently than an LO
•   19:03 – The importance of being present as the leader of broker shop
•   20:14 – Knowing what retail loan originators are looking for


Resources mentioned in this episode:

Success Track


Show Contributor:

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Justin White is UWM’s in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.

Connect with Justin on LinkedIn, Instagram, or Twitter


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Head to uwm.com to see the latest news and updates.

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