Million Dollar Mortgage Experience

Joey Roquet is a vice president and top producer at Secure Choice Lending, a Riverside-based mortgage brokerage. Joey’s been involved in the mortgage industry since age 19, and worked his way up from loan assistant to branch manager. He’s experienced every loan type, program, and scenario which allows him to help his clients reach their goals while providing the best customer service and experience. Despite most of the industry struggling in 2022, Joey led Secure Choice Lending through significant growth. During this episode, Joey and MDME host Jon Maddux discuss Joey's path through the mortgage industry, what makes his company stand out, how to grow a company during tough times, the importance of culture and hiring right people, how to build relationships by getting back to the basics, how artificial intelligence (AI) will affect the future of mortgage lending, the benefits and drawbacks of non-QM, tips for mortgage brokers, and their optimistic predictions for 2023.

Michelle Berman is an Instagram coach, speaker, and author. She created the Instagram Power Method Course specifically for realtors and loan officers to level up from the basic Instagram 101 courses. She teaches how to reach your ideal clients to generate hot leads off social media, by defining your niche audience, learning from competitors, writing strong captions, using hashtags, and automating the whole process.

In this show, Jon Maddux and Michelle discuss why Michelle thinks Instagram is the best social media platform, why mortgage brokers should be using social media, what Michelle teaches in her Instagram Power Method course, how to write captions, how to come up with ideas for content & the specific steps for creating content, how to attract engaging followers and have meaningful conversations on Instagram, different types of posts (stories, highlights, feed, reels)  

You can find Michelle on Instagram @bermanmediasocial or online at michelle-berman.mykajabi.com/

Matthew Cox is a former mortgage broker who became a secret service most wanted con man. Sentenced to 26 years in Federal prison, he served 12.5 years and is now on parole. He avoided capture for 3 years while he was hunted by the FBI and US Marshalls, and It all started by whiting out a VOR 30-day late. In this episode, Jon Maddux and Matthew Cox discuss Matt's start in the mortgage industry, the first time he committed fraud & how that lead to more, an FBI sting operation, creating fake people & IDs and stealing social security numbers, spending time in prison, the fact that fraud is still prevalent, and Matt's advice to avoid mortgage fraud. 

Fraud is a constant issue in the mortgage industry and can be particularly prevalent in difficult economic times. This discussion is intended to inform the listener about the techniques that fraudsters may use in carrying out their schemes, as well as the danger that mortgage fraud poses to individuals and businesses throughout the life cycle of a mortgage loan.

In this episode of The Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux interviews Clinton Selfridge, a luxury real estate agent at Pacific Sotheby’s with over thirty years of experience. After working in New York City, Clinton came to the west coast and cemented himself as one of the top-rated real estate agents in San Diego County. Last year he did over $50MM in home sales.

During this episode, Jon and Michael discuss how Clinton got started in the real estate industry, selling a $7MM home as a 25-year-old, what Clinton’s high-end luxury clients are like, referral relationships and tips for winning Clinton’s business, tips for mortgage brokers, cash buyers, and self-employed buyers.

To connect with Clinton, visit clintonselfridge.com/

In this episode of The Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux interviews Michael Brainard, a man of many talents. Michael has his PHD and 15+ years of experience as a management consultant, senior executive, coach, manager, entrepreneur, and researcher. From professional boxer to business “rain-maker” to being the senior executive who must leverage talent, Michael knows how to produce business and real-life results. During this episode, Jon and Michael discuss Michael’s company (Brainard Strategy), Michael’s previous experience as a professional boxer and collegiate wrestler, the roles of teams and mortgage broker teams, the difference between leadership and management, advice for mortgage brokers to motivate their employees or teams,  how to cope with competition, and how to build trust and strong relationships with customers, real estate agents, and mortgage lenders.

In this episode of The Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux interviews Jerilyn Shaw, a top producing mortgage broker at C2 Financial. Jerilyn got into the business around 1995 as a teenager when she started working open houses for her dad. She's since made a name for herself in the San Diego mortgage industry. During this Podcast, Jon and Jerilyn discuss her path towards becoming a top producing broker, what Jerilyn likes about working with non-QM lenders, her approach to getting loans, trends in the mortgage industry, the benefits of buying a home in a rising-rate market, Jerilyn's approach to referrals and marketing, being a woman in the mortgage industry, bank statement loans, and Jerilyn's inspiration.

In this episode of The Million Dollar Mortgage Experience Podcast, FundLoans CEO Jon Maddux interviews Tim Callan, financial advisor and co-founder of wealth management firm, Callan Capital. He started the company in 2007 right as the financial markets were imploding, but has since grown the firm to over $1B. During this Podcast, Jon and Tim discuss today's market, volatility, looming recession, inflation, unemployment, interest rates, the Federal Reserve, the inverted yield curve, how the US economy stacks up to the rest of the world, advice for mortgage brokers to build referral relationships with wealth managers, and starting a private wealth management firm during the Great Recession.

To learn more about FundLoans or to partner with us, visit fundloans.com

In this episode of The Million Dollar Mortgage Experience, FundLoans CEO Jon Maddux interviews Milad, Branch Manager and Founder of The Loan Goat. Based in La Jolla, CA, The Loan Goat is a purchase-focused broker that has built its business on referrals. Milad is a Marine Corps veteran who started as a real estate agent before becoming licensed as a loan officer. In January 2022, he started The Loan Goat. During this Podcast, Jon and Milad discuss strategies for getting loans as a Realtor, thoughts on the current interest rates and the mortgage market, whether it's a good time to get into the mortgage industry, the benefits of working with Non-QM lenders, the power of a closed-end 2nd bank statement mortgage, Milad's inspiration, and the importance of being genuine. 

To contact Milad, visit theloangoatteam.com or @loan.goat on Instagram.

To learn about our new closed-end 2nd bank statement mortgage or any of our other loan products, go to FundLoans.com.

In this episode of MDME, Jon Maddux and Chad Mestler talk about Industry Shifts, Real Estate Bubble, Market Trends after Covid, and future Lending with blockchain.

One of San Diego's top 50 agents, Chad Dannecker and Jon Maddux discuss the Non-QM Market advantages and disadvantages and the future of Luxury Real Estate.