The following guest sits down with host Justin White:

•   Eric Eisenberg – Mortgage Broker, Expert Home Loans
•   Brenna Carles – CEO, The Mortgage Shop


Non-Agency Loans Give Brokers another Avenue for Serving Buyers and Investors

Diversifying your product offerings is a strategy for winning in any market and especially in this one. How can independent mortgage brokers position themselves as experts in the non-agency and investment loan category? Check out episode #20 of Good. Better. Broker as we talk with two high producing brokers who have made non-agency loans the primary focus of their business.

In this episode of the Good. Better. Broker. Podcast, you’ll how to embrace non-agency loans as part of your playbook.


In this episode, we discuss ...

•   2:00 – Why Eric believes mortgage brokers need to embrace non-agency loans
•   5:15 – Eric’s approach on selling non-agency products
•   8:41 – Why Eric asks his borrowers atypical questions as part of his process
•   10:00 – How this category has opened doors for Eric with CPA’s and financial advisors
•   12:09 – How knowing guidelines sets Eric up for success
•   14:45 – How Brenna has used non-agency loans to grow her business
•   15:52 – Why Brenna made long and short-term rentals her business focus
•   17:49 – How Brenna explains the numbers to her clients
•   19:24 – Why investment properties can be a successful strategy for mortgage brokers
•   20:58 – How this model has helped Brenna create a referral-based business
•   22:22 – Identifying geographic areas for investment properties


Show Contributors:

Eric Eisenberg

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Brenna Carles

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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.

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