This week, we're once again joined by Sean Lee, Milestone's Business Development Officer. Sean showed up fresh off a red-eye from Washington to talk about the hottest topic in loan officer recruiting: the retail lie of "control." We’re taking on the largest false narrative in the industry: that Independent Mortgage Banks (IMBs) have more control over the loan process than the broker channel.

Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/

–

Follow us:

Mortgage Daddies on Facebook: https://www.facebook.com/mortgagedaddies/

Mortgage Daddies on Instagram: https://www.instagram.com/mortgagedaddies/

Mortgage Daddies on Tiktok: https://www.tiktok.com/@mortgagedaddies?lang=en

–

Chapters:

00:00 Introduction

00:53 Sean's Travel Schedule

05:30 Retail Doesn’t have more Control than Brokers

07:18 Wholesale Pricing vs. Independent Mortgage Banks

15:50 The Broker Market Share Shift

23:15 Homebuyers Want Options and Transparency

31:15 Loan Officers Moving from Retail to Wholesale

35:00 The Key to Winning Every Deal

This week, we're joined by the high-energy and definitely chaotic Dustin Indermuehle. We get candid about how this top-producing loan officer manages huge numbers despite a few distractions, and even dive into his background in the 101st Airborne. This episode is packed with wild stories (like accidentally running over his best friend!) and plenty of serious talk about the importance of specializing in VA loans, why a lack of mentorship led him to open his own brokerage, and why fitting the company culture is non-negotiable for success.

–

Follow us:

Mortgage Daddies on Facebook: https://www.facebook.com/mortgagedaddies/

Mortgage Daddies on Instagram: https://www.instagram.com/mortgagedaddies/

Mortgage Daddies on Tiktok: https://www.tiktok.com/@mortgagedaddies?lang=en

Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/

Join us for Refinance 101 with Vernon and Craig! With rates likely to keep dropping in the coming months, we're breaking down everything you need to know about home loan refinancing to take advantage. We’re talking rate and term vs. cash-out, dropping your rate without an appraisal, and addressing the biggest myth out there: that refinancing wrecks your credit. Don’t sit on the sidelines waiting for the perfect rate - let’s save you some money every month!

–

Follow us:

Mortgage Daddies on Facebook: https://www.facebook.com/mortgagedaddies/

Mortgage Daddies on Instagram: https://www.instagram.com/mortgagedaddies/

Mortgage Daddies on Tiktok: https://www.tiktok.com/@mortgagedaddies?lang=en

Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/

This week, we're thrilled to be joined by two of our most critical partners from United Wholesale Mortgage (UWM): Joshua Welsh and Debbie Dirosa. We get candid about the UWM relationship that's been instrumental in Milestone’s growth and why speed truly solves everything. This episode is a real conversation about how brokers need support, technology, and trust to grow - and why UWM is the leader in all three.

–

Follow us:

Mortgage Daddies on Facebook: https://www.facebook.com/mortgagedaddies/

Mortgage Daddies on Instagram: https://www.instagram.com/mortgagedaddies/

Mortgage Daddies on Tiktok: https://www.tiktok.com/@mortgagedaddies?lang=en

Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/

This week, we're joined by Rachel O'Donnell, our COO at Milestone Mortgage Solutions. We get candid about the messy, chaotic early days of Milestone and how we built a well-oiled machine by letting go of control and trusting the team. This episode is packed with honest advice on leadership, culture, and why listening to every voice, even the newest one in the room, is key to building a business that lasts.

–

Follow us:

Mortgage Daddies on Facebook: https://www.facebook.com/mortgagedaddies/

Mortgage Daddies on Instagram: https://www.instagram.com/mortgagedaddies/

Mortgage Daddies on Tiktok: https://www.tiktok.com/@mortgagedaddies?lang=en

Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/

Welcome back to Mortgage Daddies! This week, we're taking a little break and chatting about something a little more personal: our lives as dads in the world of youth sports. We're talking crazy parents, the importance of volunteers, and the brutal honesty of kids. When you stop and think, there are some big life lessons to be learned - from delegation and accepting that not everyone gets a trophy, to good old competition, every parent and every professional can relate to the lessons you learn on the field. They’re the same lessons that help you build a top-tier business.

–

Follow us:

Mortgage Daddies on Facebook: https://www.facebook.com/mortgagedaddies/

Mortgage Daddies on Instagram: https://www.instagram.com/mortgagedaddies/

Mortgage Daddies on Tiktok: https://www.tiktok.com/@mortgagedaddies?lang=en

Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/

Want a top-producing mortgage team without the chaos? Vernon and Craig cut through the noise on this episode. We dive into the nuts and bolts of delegation, fostering trust, and how embracing AI helps your team build stronger client relationships. This is about growth without chaos, giving you the support to truly scale your career.

–

Follow us:

Mortgage Daddies on Facebook: https://www.facebook.com/mortgagedaddies/

Mortgage Daddies on Instagram: https://www.instagram.com/mortgagedaddies/

Mortgage Daddies on Tiktok: https://www.tiktok.com/@mortgagedaddies?lang=en

Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/

How do you find balance in the demanding mortgage industry? Michelle Chretien, a powerhouse with 20+ years in the mortgage industry, joins us to share! As a successful loan officer, wife, mother, and grandmother, Michelle explains why she transitioned from owning her own shop to Milestone. Discover how Milestone's comprehensive tech, training, and operational support free her up to achieve a better work-life balance, grow her team, and finally take those family vacations without stress. This episode is packed with invaluable advice for every mortgage professional!

–

Follow us:

Mortgage Daddies on Facebook: https://www.facebook.com/mortgagedaddies/

Mortgage Daddies on Instagram: https://www.instagram.com/mortgagedaddies/

Mortgage Daddies on Tiktok: https://www.tiktok.com/@mortgagedaddies?lang=en

Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/

Why do so many loans still go retail when wholesale is faster and cheaper? This week’s guest Russell Petty breaks down the marketing and tech disconnect that holds brokers back – and how he's solving it! Join us as we explore his custom-built platform that centralizes everything for loan officers, offering unparalleled control, efficiency, and scalability. A must-watch for broker-owners and LOs looking to thrive in an evolving market!

–

Follow us:

Mortgage Daddies on Facebook: https://www.facebook.com/mortgagedaddies/

Mortgage Daddies on Instagram: https://www.instagram.com/mortgagedaddies/

Mortgage Daddies on Tiktok: https://www.tiktok.com/@mortgagedaddies?lang=en

Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/

How do you build a successful mortgage business without just chasing leads? Skylar Welch joins us to share her answer! We dive into her focus on community involvement, authentic connections, and why pouring into where you already spend your time can transform your business. A must-listen for anyone in real estate or mortgages looking to build something truly special - enjoy!

–

Follow us:

Mortgage Daddies on Facebook: https://www.facebook.com/mortgagedaddies/

Mortgage Daddies on Instagram: https://www.instagram.com/mortgagedaddies/

Mortgage Daddies on Tiktok: https://www.tiktok.com/@mortgagedaddies?lang=en

Milestone Mortgage Solutions: https://milestonemortgagesolutions.com/