Million Dollar Mortgage Experience

Alex Sonkin is the Founder of Virtual Family Office Hub as well as The Due Diligence Project, which is a revolutionary platform and a community of elite CPA firms, law firms, family offices, and best-in-class specialty firms.

In episode #124 of the Million Dollar Mortgage Experience, Jon and Alex discuss his companies - Virtual Family Office Hub and the Due Diligence Project, how these companies connect CPAs to Fortune 500 companies and successful people to help solve their complex tax issues, common misconceptions about taxes, how Alex's wife founded GoMacro, and a failure that ended in a positive outcome (hint: building a city in Panama).

Connect with Alex at LinkedIn (linkedin.com/in/alexsonkin) or his websites DueDiligenceProject.com or VFOHub.com

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Bryce and Brant Aberg are Vice Chairmen at Cushman & Wakefield. Brant oversees institutional leasing throughout San Diego county for over 20 million square feet and Bryce co-leads the west coast capital markets for Cushman & Wakefield. 

In episode #123 of the Million Dollar Mortgage Experience, Jon, Bryce, and Brant discuss their career paths getting started at Cushman & Wakefield, tips on negotiation and sales, how to build client relationships, the state of commercial real estate in San Diego, and the future of the economy and real estate.

Connect with Brant and Bryce at cushmanwakefield.com 

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Eric and Anthony Karnezis are entrepreneurs, thrill-seekers, and philanthropists. Eric shares his life experiences through memoirs and podcasts, hoping to inspire others to persevere through challenges and find their purpose.

In episode #122 of the Million Dollar Mortgage Experience, Jon, Eric, and Anthony discuss growing up with parents who were arrested for selling drugs, getting arrested for armed robbery, driving sports cars and motorcycles, getting into Cal Poly San Luis Obispo even as a high school dropout, building a successful credit card processing company, Eric’s book, “Golden Scissors,” philanthropy, thrill seeking through paragliding, dirt biking, and driving fast cars.

Connect with Eric at erickarnezis.com or @eric_karnezis on Instagram

Learn about FundLoans mortgage programs: FundLoans.com/loan-products

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David Cook is a multi-platinum producer, mix engineer, and songwriter based in California and Colorado. He played guitar and sang vocals for a band named “My Favorite Highway,” which signed a major labor record deal with Virgin Records. Since then, he has worked with Kanye West, Tate McRae, and Phil Wickham.

In episode #121 of the Million Dollar Mortgage Experience, Jon and David discuss growing up playing music in church, touring with a band and signing a major label record deal, working with Kanye West on Sunday Service, loan processing, how to use your personality and talent to attract new clients, Hydrate Wellness Spa in Encinitas, and Dave’s favorite tequila.

See David’s work at splashofsoda.com 

Begin your wellness journey at hydratespa.com 

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Preston Caffrey is President of Ocean Equity Solutions, a mortgage brokerage in San Diego as well as the co-founder of We Drink Tequila. During episode #120 of the Million Dollar Mortgage Experience, Jon and Preston discuss Preston’s path from tie salesman to successful mortgage broker, originating 67 loans in one month during COVID, the benefits of locking in a low interest rate, the easiest non-QM loan to sell, DSCR real estate investment loans, Jon and Preston’s subscription tequila company (We Drink Tequila), characteristics of different tequila types (Plata (Blanco), Reposado, Añejo, and Extra Añejo, and why it’s worth spending the extra money for good tequila.

Learn more at wedrinktequila.com

Learn about FundLoans mortgage programs: FundLoans.com/loan-products

Price a loan: fundloans.com/quick-pricer2

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Andy Dane Carter is a real estate expert, investment strategist, author, and keynote speaker. 

During episode #119 of the Million Dollar Mortgage Experience, Jon and Andy discuss Andy’s transition from a real estate investor to agent, how Andy built a real estate empire in Long Beach using social media, YouTube, and print marketing, selling luxury homes, finding high-end clients, marketing to wealthy clients, tips for brokers to become a preferred lender, a hot take on whether it’s a good time to buy or sell, the NAR settlement and how it will impact the industry, and cherishing moments with family and kids.

Search "Andy Dane Carter” online to find Andy’s social media accounts and website.

Learn about FundLoans mortgage programs: FundLoans.com/loan-products

Price a loan: fundloans.com/quick-pricer2

Talk with an Account Executive: fundloans.com/our-team

Eric Morgenson is the Vice President of Business Development at Angel Oak. For the past 30 years he’s built a successful career in real estate, sub-prime and non-QM alternative mortgage solutions. He’s one of the top producers of non-QM loans in the country.  

During episode #118 of the Million Dollar Mortgage Experience, Jon and Eric discuss: 

Learn about FundLoans mortgage programs: FundLoans.com/loan-products   

Price a loan: fundloans.com/quick-pricer2  

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Kimberly Koll is a seasoned real estate professional based in San Diego and the founder of Heritage Homes.

During episode #117 of the Million Dollar Mortgage Experience, Jon and Kimberly discuss Kimberly’s inspiration to start a real estate career, Heritage Homes (her firm), the NAR settlement, the San Diego luxury market, niches (specifically Kim being a Seniors Real Estate Specialist and certified Military Relocation Professional), and tips for brokers to become a preferred lender (how to stand out).

To contact Kimberly, visit her website heritagehomesre.com or call her directly at (858) 231-4997.

Learn about FundLoans mortgage programs: FundLoans.com/loan-products

Price a loan: fundloans.com/quick-pricer2

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Paul “The Ultimate” Vaden is a former professional boxer with a record of 29 and 3 who held the IBF light middleweight title in 1995. Paul remains the only native San Diegan to grow up to be a professional boxer. Today Paul is a motivational speaker, mentor, consultant and author. 

During episode #116 of the Million Dollar Mortgage Experience, Jon and Paul discuss when Paul realized he wanted to be a boxer, Paul’s boxing career, becoming a champion, the origin of his nickname, “The Ultimate,” YouTube stars in boxing (Jake Paul vs. Mike Tyson), Ryan Garcia, Paul’s secret to success, Paul’s company, Answer the Bell, advice for salespeople, and Paul’s favorite failure story.

Follow Paul at @paul_vaden or find his website at answerthebell.com 

Learn about FundLoans mortgage programs: FundLoans.com/loan-products   

Price a loan: fundloans.com/quick-pricer2  

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Chris and Aleyna Groves are the CEO and COO of Groves Capital, a residential and commercial lender based in San Diego, CA.