Good. Better. Broker.

How to Use Cross Quals as a Long-Term Growth Strategy | Episode 103


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The following guest sits down with host Justin White:

•   Joey Roquet – Vice President, Secure Choice Lending


Make Listing Agents Look More Professional to Sellers by Doing Cross Qualifications

Targeting listing agents isn’t something a lot of mortgage loan originators do, but it can be a very effective long-term play for earning business. How do cross qualifications help LOs build brand capital with agents? Listen to Episode #103 of Good. Better. Broker. to hear from a broker who strengthens his relationships by providing value to referral partners without expecting anything in return.

In this episode of the Good. Better. Broker. podcast, you’ll learn why cross quals are a successful strategy for impressing real estate agents.


In this episode, we discuss ...

•   1:32 – why Joey takes a long-term approach to business
•   3:33 – alternative ways of boosting reputation
•   5:37 – why Joey targets listing agents
•   8:56 – what a cross qual is
•   10:30 – how this strategy aligns with Joey’s business philosophy
•   11:57 – impact of cross quals on Joey’s business
•   13:38 – how cross quals weed out LOs that aren’t thorough enough
•   15:23 – how the cross qual strategy helps with recruiting
•   20:00 – why Joey doesn’t use a CRM


Show Contributors:

Joey Roquet
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About the Host:

Justin White is UWM’s in-house brand journalist and the host of the daily news video, UWM Daily. 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.

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