Good. Better. Broker.

The following guest sits down with host Justin White:

•   Amir Nurani – Broker-owner, Left Coast Leaders


Harnessing the Power of Technology to Build a Consumer-Direct Business Model

In mortgages or any business, you want to be where the customer is. How can loan originators put themselves in position to be found when borrowers search online for a mortgage? Tune into Episode 73 of Good. Better. Broker. as we talk with a tech-savvy mortgage broker whose systems prioritize customer acquisition and retention.

In this episode of the Good. Better. Broker. podcast, you’ll learn strategies for implementing a successful customer-direct business model.


In this episode, we discuss ...

•   1:28 – what the customer experience means to Amir
•   2:48 – how Amir’s love of technology impacts his business strategy
•   3:35 – Amir’s biggest priorities as a broker-owner
•   4:51 – how Amir learned how to build technology systems
•   6:37 – why Amir thinks customer acquisition is the toughest part of the mortgage business
•   7:41 – Amir’s perspective on lead generation
•   9:26 – managing volume while nurturing a client base
•   10:48 – why brokers are set up to succeed in lead generation
•   12:15 – how Amir built his technology platform the way he did
•   15:01 – why it’s important to take advantage of automation
•   16:43 – how Amir’s system helps his originators with talk time
•   18:37 – Amir’s message to others considering a consumer-direct business model
•   20:26 – how the NAR settlement will impact lead flow


Resources mentioned in this episode:

Salesforce


Show Contributor:

Amir Nurani
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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


Connect with UWM on Social Media:

•   Facebook
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•   Twitter
•   YouTube

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

The following guests sit down with host Justin White:

•   Adriana Bates – Clear Mortgage
•   Tim Potempa, E Mortgage Capital
•   Bryce Bradley, Rosegate Mortgage
•   Faris Tadros, Next Chapter Financial
•   Stacey Melton, Reasy Financial


Clients Who Attended UWM LIVE! Join Us to Talk About How They’re Generating Business

For the third year in a row, thousands of independent mortgage professionals gathered in Michigan for the biggest broker event of the year, UWM LIVE! In Part 2 of this special episode, we catch up with several UWM partners from around the country to find out how they’re leveraging technology, social media and more to boost their business.

In this episode of the Good. Better. Broker. podcast, you’ll hear client interviews from the third annual UWM LIVE! event in Michigan.


In this episode, we discuss ...

•   0:33 – interview with Adriana Bates
•   14:32 – interview with Tim Potempa
•   22:16 – interview with Bryce Bradley
•   30:32 – interview with Faris Tadros
•   37:23 – interview with Stacey Melton


Show Contributors:

Adriana Bates
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Tim Potempa
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Bryce Bradley
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Faris Tadros
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Connect on Facebook

Stacey Melton
Connect on LinkedIn
Connect on Instagram
Connect on Facebook

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


Connect with UWM on Social Media:

•   Facebook
•   LinkedIn
•   Instagram
•   Twitter
•   YouTube

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

Five Clients Who Attended UWM LIVE! Join Us to Talk About How They’re Generating Business

For the third year in a row, thousands of independent mortgage professionals gathered in Michigan for the biggest broker event of the year, UWM LIVE! In Part 1 of this special episode, we catch up with several UWM partners from around the country to find out how they’re leveraging technology, social media and more to bring in business.

In this episode of the Good. Better. Broker. podcast, you’ll hear client interviews from the 3rd annual UWM LIVE! event in Michigan.


In this episode, we discuss ...

•   0:29 - interview with Bryon Taylor and Ryan Buys
•   12:19 - interview with Sonya Rodgers
•   21:08 - interview with Andy Fulton
•   32:24 - interview with Stephanie Ham
•   45:43 - interview with Odysa Castillo and Yariela Valdes


Resources Mentioned in This Episode:
Opus Clip


Show Contributors:

Bryon Taylor
LinkedIn, Instagram or Facebook

Ryan Buys
LinkedIn, Instagram or Facebook

Sonya Rodgers
LinkedIn, Instagram or Facebook

Andy Fulton
LinkedIn, Instagram, orFacebook

Stephanie Ham
LinkedIn, Instagram or Facebook

Odysa Castillo
LinkedIn, Instagram or Facebook

Yariela Valdes
LinkedIn, Instagram or Facebook

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


Connect with UWM on Social Media:

•   Facebook
•   LinkedIn
•   Instagram
•   Twitter
•   YouTube

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

The following guest sits down with host Justin White:

•   Kevin Robinson, Brokerowner – Capital Home Loans


Aligning With a Successful Real Estate Company Gives Brokers a Lead Source With Longevity

Of all the different ways mortgage brokers can generate business, hitching your wagon to a successful real estate team can be one of the most fruitful. How can brokers get in with a successful real estate company, deliver value and show them they are true partners? Tune into Episode 70 of Good. Better. Broker. as we talk with a mortgage broker who is in lockstep with the dominant real estate company in his market — and still has to earn their business every day.

In this episode of the Good. Better. Broker. podcast, you’ll find out how to align with a successful real estate company.


In this episode, we discuss ...

•   1:28 – why Kevin prioritizes partnerships with real estate agents
•   2:24 – how Kevin decided this was going to be the strategy for his company
•   3:10 – how Kevin defines a great experience for his real estate partners
•   4:00 – how Kevin’s partnership with a top real estate brokerage started
•   5:33 – what Kevin and his originators do to provide value for their agents
•   6:07 – areas of need Kevin sees from his real estate partners
•   6:58 – why showing up for meetings and events in person makes an impact
•   7:56 – educating real estate agents on the benefits of working with brokers
•   8:57 – how the company podcast is designed to help their real estate partners
•   10:48 – how Kevin stays on top of his real estate partners after the loan closes
•   12:00 – the importance of attending closings
•   13:11 – supporting real estate partners at networking events
•   14:15 – the impact of the company’s partnership with their top real estate company
•   15:47 – advice for finding the right real estate company to partner with


Show Contributor:

Kevin Robinson
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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


Connect with UWM on Social Media:

•   Facebook
•   LinkedIn
•   Instagram
•   Twitter
•   YouTube

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

The following guest sits down with host Justin White:

•   Jalen Scott – Mortgage Broker, Belong Lending

Much like a house, a career in mortgages is only as good as the foundation it’s built on. If you’re a new loan originator, building a strong foundation means looking at your job as more than a job.  What steps can brokers take when they’re just starting out to set themselves up for success? Tune into Episode 69 of Good. Better. Broker. as we sit down with a first-year mortgage broker to hear about the ups and downs of a career that provides so much and demands even more.

In this episode of the Good. Better. Broker. podcast, you’ll find out what it takes to achieve success as a first-year mortgage loan originator.


In this episode, we discuss ...

•   1:35 – Jalen’s reflections on his first year as a mortgage loan originator
•   2:44 – The importance of social media to gain visibility as a new mortgage loan originator
•   4:40 – The opportunity social media presents to create branded content
•   6:19 – Jalen’s content strategy and how it’s evolved since he started
•   8:19 – How Jalen comes up with ideas for social media videos
•   9:21 – Why it’s necessary to be completely invested in your first year as a mortgage broker
•   10:39 – Why progress as a mortgage loan originator isn’t linear
•   13:26 – Why being a mortgage broker becomes a part of your identity
•   15:06 – How new loan originators can find business
•   17:56 – The importance of connecting with real estate agents you get along with
•   19:13 – What Jalen would tell himself if he could start over
•   20:55 – Jalen’s decision to become a brokerowner


Show Contributor:

Jalen Scott
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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


Connect with UWM on Social Media:

•   Facebook
•   LinkedIn
•   Instagram
•   Twitter
•   YouTube

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

The following guest sits down with host Justin White:

•   Diane Luongo-Gazich, Sr. Loan Advisor – C2 Financial

During one of the most challenging mortgage markets the industry has seen, a veteran loan originator decided to reinvent herself. The plan – host an event and invite as many financial professionals as possible. What was the result and how has it impacted her business? Tune into Episode 68 of Good. Better. Broker. as we sit down with Diane Luongo-Gazich to find out how she’s become a referring source for everyone in her sphere of influence.

In this episode of the Good. Better. Broker. podcast, you’ll find out why offering business to referral partners without asking for business in return is a successful long-term strategy.


In this episode, we discuss ...

•   1:34 – why Diane values partnerships over relationships with referral sources
•   2:26 – the questions Diane asked about reinventing herself
•   3:11 – why Diane sees herself as an advisor on all financial matters
•   4:07 – how Diane came up with the idea for the event that changed her business
•   6:08 – why Diane focuses on referral partners other than real estate agents
•   8:33 – the event Diane organized and how she marketed it
•   10:02 – why the event became an “aha” moment for Diane
•   10:34 – Diane’s strategy for staying in touch with past clients
•   11:57 – how Diane offers business to her referral partners
•   13:25 – the reaction Diane gets when she refers business out
•   15:50 – the impact of Diane’s networking efforts on her professional growth
•   17:18 – Diane’s advice for expanding your sphere of influence
•   18:36 – Diane’s message for improving as a loan officer


Resources mentioned in this episode:

Success Track
BNI Groups


Show Contributor:

Connect on LinkedIn
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Connect on Instagram

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


Connect with UWM on Social Media:

•   Facebook
•   LinkedIn
•   Instagram
•   Twitter
•   YouTube

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

The following guest sits down with host Justin White:

•   Patton Gade – National Director of Military Lending, UMortgage


How to Serve Veteran Borrowers in a Way Befitting their Service to the Country

With a name like Patton, you could say that Patton Gade was born to serve in the military. Patton’s love for his country is matched only by his passion for helping veterans achieve homeownership. How can mortgage brokers better educate themselves on VA loans? Listen to Episode 67 of Good. Better. Broker. as we sit down with the top VA loan originator in the country to find out why the VA loan is still so misunderstood and how mortgage brokers can help change that narrative.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to better serve the unique needs of military veterans when it comes to homeownership.


In this episode, we discuss ...

•   1:49 – why VA loans are personal and not just professional for Patton
•   2:39 – the importance of having a team of originators who are military veterans
•   5:05 – why so few military veterans have used their VA loan
•   6:41 – why Patton believes the VA loan is the best loan product
•   7:40 – the vision of what Patton is building with his team
•   9:20 – the educational void that exists when it comes to VA loans
•   10:36 – the nuances of originating a VA loan
•   11:45 – the common traits of the originators on Patton’s team
•   12:54 – why the best VA originators have a true passion to help veterans
•   14:42 – the story of Patton’s first personal home loan experience
•   15:28 – Patton’s plan to help educate people about the VA loan
•   17:30 – Patton’s advice to loan originators on how they can become better at VA loans


Resources mentioned in this episode:

VA website


Show Contributor:

Connect on LinkedIn
Connect on Facebook
Connect on Instagram

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


Connect with UWM on Social Media:

•   Facebook
•   LinkedIn
•   Instagram
•   Twitter
•   YouTube

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

The following guest sits down with host Justin White:

•   Mahb Rahman – Mortgage Broker, Safetrust Mortgage


How a Mortgage Broker Shop is Scaling by Prioritizing a Streamlined Operations Process

While many mortgage loan originators aim for operational efficiency, Safetrust Mortgage is building its company on operational excellence. How is Safetrust impressing clients and referral partners with a smooth and speedy loan process? Listen to Episode #66 of Good. Better. Broker. as we talk with Chief Growth Officer, Mahb Rahman, about their strategy to scale by doing all the basics exceptionally well.

In this episode of the Good. Better. Broker. podcast, you’ll learn how a growing mortgage company is spearheading its growth with its Operations team.


In this episode, we discuss ...

•   1:29 – Mahb’s move to becoming an independent mortgage broker
•   2:45 – Why Safetrust Mortgage built their company on having a strong Operations team
•   4:11 – How Safetrust has structured their process to align with their vision
•   6:25 – How Mahb’s prior experience helped him streamline the company’s process
•   8:02 – Why delegating parts of the loan process fosters accountability and collaboration
•   10:14 – The advantage of having an experienced Operations team
•   13:07 – How Safetrust leverages their Operations team to impress real estate agents
•   16:45 – The importance of posting fast CTCs on social media
•   19:16 – How Safetrust plans to grow with Operations continuing to lead the way


Show Contributor:

Connect on LinkedIn
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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


Connect with UWM on Social Media:

•   Facebook
•   LinkedIn
•   Instagram
•   Twitter
•   YouTube

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

The following guest sits down with host Justin White:

•   Ryan Proffitt – Mortgage Broker, Future Home Loans


A Top Producer on the Sales Activities That Have Led to the Best Business Opportunities

Ryan Proffitt is in the people business first and the mortgage business second. He makes 70 prospecting calls a day in between meetings with real estate agents and attending closings. How does he manage to do it all, and why does he refuse to slow down? Listen to Episode #65 of Good. Better. Broker. as Ryan reveals the methods that have led him to close over $5 billion in loan volume in his career.

In this episode of the Good. Better. Broker. podcast, you’ll learn how getting in front of as many people as possible drives visibility, credibility and business.


In this episode, we discuss ...

•   1:43 – The sales activities that have been most impactful to Ryan’s career
•   2:35 – How Ryan structures his day and why he overschedules himself by design
•   4:48 – Ryan’s message for loan originators on getting out from behind their desk
•   6:36 – How embracing social media and video has helped Ryan over the last few years
•   8:04 – How Ryan maintains his busy schedule and still fulfills all his obligations
•   9:56 – What Ryan talks about when he meets with real estate agents
•   11:41 – The impact of attending all your closings
•   13:14 – How Ryan’s social media videos increase his visibility
•   14:18 – Why following up is just as important as the work Ryan puts into networking
•   15:51 – How Ryan is leveraging QR codes
•   17:02 – Why Ryan knew he had to add help in order to scale his business


Show Contributor:

Connect on LinkedIn
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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


Connect with UWM on Social Media:

•   Facebook
•   LinkedIn
•   Instagram
•   Twitter
•   YouTube

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

The following guest sits down with host Justin White:

•   Andi Numan, President – Swift Home Loans


Don’t Wait for the Rates to Drop Before Calling Past Clients About Refinance Opportunities

No matter what the market is doing or where interest rates are, refinance opportunities always exist for mortgage loan originators. How can LOs approach their past clients in a way that makes them open to refinancing? In this episode of Good. Better. Broker., we sit down with the owner of the top refinance broker shop in the country to find out how they’ve built their business by seizing every opportunity to help past clients.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to do refinances in any market.


In this episode, we discuss ...

•   1:22 – Andi’s experience in retail helping him become proficient in refinances
•   2:42 – Why Andi believes refinancing revolves around reaching out to past clients
•   4:41 – How Andi approaches check-in conversations with his past clients
•   6:11 – Andi’s story of how an accidental dial led to him closing a loan
•   7:26 – Why loan originators should not assume people aren’t in a position to refinance
•   9:48 – How Andi prepares for check-in calls with past clients
•   13:07 – Why it’s important to look at loans as referral opportunities instead of paychecks
•   14:36 – The importance of knowing how much money borrowers have
•   16:25 – Why refinance opportunities are always available.


Show Contributor:

Andi Numan
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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


Connect with UWM on Social Media:

•   Facebook
•   LinkedIn
•   Instagram
•   Twitter
•   YouTube

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