Non-Del Influencers

Non-Del Influencers

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Non-Del Influencers episodes

  • Episode 59: Building a Brand and a Business by Design with Denise Donoghue, The Mortgage Nerd

    What does it take to turn a personal brand into a mortgage business—and how can Non-Delegated Lenders grow with greater clarity, purpose, and control over the client experience?

    In this episode, host Matt Coles, National Sales Manager at FirstFunding, Inc., sits down with Denise Donoghue, The Mortgage Nerd, to explore her journey from retail banking to launching NRD Lending, why she chose the Non-Delegated model, and how she approaches marketing, leadership, and business growth.

    Matt and Denise dive into why building a personal brand starts with knowing what you stand for—and why showing up on social media can be an act of service rather than another obligation. Denise also shares how industry mentors helped her evaluate the move into ownership, why she prioritized branding and the client experience, and how her team focuses on purposeful daily action when the market gets challenging.

    3 key takeaways:

    1️⃣ Build a Brand Through Service: Social media doesn’t have to be about chasing likes and shares. Denise explains how helping people make smarter financial decisions gives her content purpose—and why she encourages loan officers to develop authentic personal brands rooted in who they are and how they serve.

    2️⃣ Choose the Model That Fits Your Goals: Before launching her company, Denise evaluated the numbers, sought guidance from experienced industry leaders, and clarified what she wanted to build. She shares why Non-Delegated Lending fit her goals for growth, branding, and the client experience—and why decisions about moving to full delegation should reflect your business, management preferences, and risk tolerance.

    3️⃣ Win the Day with Purposeful Action: You can’t control the market, but you can control how you show up. Denise shares her approach to daily prospecting, focusing effort on borrowers actively in the market, and helping team members work through limiting beliefs. Her message: define the right activities, build healthy accountability, and stay consistent.

    Connect with Denise Donoghue
    The Mortgage Nerd | NRD Lending
    https://themortgagenerdgroup.com/

    About the Non-Del Influencers Podcast:
    Our mission is to provide you with invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

    Whether you're just beginning your journey as a Non-Delegated Lender or seeking to optimize your operations through technology and effective strategies, we're here to support your growth and excellence. Our podcast covers a wide range of topics, including establishing a successful Non-Delegated Lending business, leveraging the latest technologies, implementing efficient processes, customer service, time management, marketing, leadership, and more.

    Follow our Podcast at:
    https://www.nondelinfluencerspodcast.com

    Non-Del Influencers is brought to the industry by FirstFunding, Inc.

    Find out more about FirstFunding at https://www.firstfundingusa.com


    The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.


    #NonDelInfluencers #MattColes #DeniseDonoghue #TheMortgageNerd #NRDLending #MortgagePodcast #MortgageIndustry #NonDelegatedLending #CorrespondentLending #MortgageBanking #MortgageBrokers #MortgageOrigination #LoanOfficers #MortgageProfessionals #PersonalBranding #MortgageMarketing #SocialMediaMarketing #ClientExperience #MortgageGrowth #MortgageLeadership #MortgageEducation #BusinessDevelopment #WarehouseLending #FirstFunding

    27 min
  • Episode 58: From Broker to Banker: Scaling Smarter with Rachelle Fonseca of Shanks & Associates

    What does it really take to move from broker to banker—and how can Non-Delegated Lenders scale without adding unnecessary headcount, complexity, and risk?

    In this episode, host Matt Coles sits down with Rachelle Fonseca, National Business Development at Shanks & Associates, P.C., to explore the broker-to-banker journey, the role of fulfillment and document preparation, and how Non-Delegated Lenders can build a scalable operation around their individual goals.

    Matt and Rachelle dive into why outsourcing can be an important tool for lenders entering or expanding within the Non-Delegated space. From upfront disclosures and closing documents to CDs, wires, and other closing functions, Rachelle explains why “fulfillment” can mean different things to different companies—and why lenders should focus on the specific services they need rather than a one-size-fits-all approach.

    3 key takeaways:
    1️⃣ Outsourcing Can Create Scalability: Non-Delegated Lenders don't necessarily need to build every operational function in-house from day one. Outsourcing selected functions can provide additional bandwidth, help manage headcount, and allow lenders to learn the process as their business grows.
    2️⃣ Independence Requires Options: One of the advantages of the Non-Delegated model is increased independence. Building relationships beyond a single investor can give lenders greater flexibility as they explore different products, pricing, investors, and growth opportunities.
    3️⃣ Build for the Business You Actually Have: Growth doesn't have to mean jumping immediately to full delegation or building a massive internal operation. Rachelle and Matt discuss the importance of understanding your current production, creating a longer-term growth plan, cross-training your team, and bringing functions in-house strategically as your organization becomes ready.

    Connect with Rachelle Fonseca
    National Business Development | Shanks & Associates, P.C.
    https://www.shankspc.com/

    About the Non-Del Influencers Podcast:
    Our mission is to provide you with invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

    Whether you're just beginning your journey as a Non-Delegated Lender or seeking to optimize your operations through technology and effective strategies, we're here to support your growth and excellence. Our podcast covers a wide range of topics, including establishing a successful Non-Delegated Lending business, leveraging the latest technologies, implementing efficient processes, customer service, time management, marketing, leadership, and more.

    🎧 Follow our Podcast at:
    http://www.nondelinfluencerspodcast.com

    💼 Non-Del Influencers is brought to the industry by FirstFunding, Inc.
    Find out more about FirstFunding at:
    https://www.firstfundingusa.com

    The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

    #NonDelInfluencers #MattColes #RachelleFonseca #ShanksAndAssociates #MortgagePodcast #MortgageIndustry #NonDelegatedLending #CorrespondentLending #BrokerToBanker #MortgageBanking #MortgageBrokers #MortgageOrigination #LoanOfficers #MortgageProfessionals #MortgageOperations #MortgageFulfillment #DocumentPreparation #MortgageClosing #MortgageGrowth #MortgageLeadership #MortgageEducation #WarehouseLending #MortgageLending #FirstFunding

    31 min
  • Episode 57: UAD 3.6 Is Coming: Jordan Chapman on the Biggest Appraisal Change in 20+ Years

    What happens when one of the biggest changes to the appraisal process in more than 20 years arrives—and is your team ready for it?

    In this episode, host Matt Coles sits down with Jordan Chapman, President of Sales at AMC Encore, to explore the changing appraisal landscape, the advantages of building a direct relationship with an AMC, and what Non-Delegated Lenders need to know as the industry prepares for UAD 3.6.

    Matt and Jordan dive into why the AMC relationship can be one of the most underleveraged advantages for mortgage brokers transitioning to the Non-Delegated model. They discuss how direct communication with an AMC can improve issue resolution, create opportunities to customize appraisal panels, and help lenders build a more efficient appraisal process while continuing to maintain appraisal independence requirements.

    They also break down the transition to UAD 3.6 and the move from individual static appraisal forms to a dynamic reporting structure. Jordan explains why the change will impact far more than appraisers—from AMCs and technology providers to processors, underwriters, lenders, investors, borrowers, and real estate partners—and why now is the time to begin testing workflows, educating teams, and setting expectations.

    3 key takeaways:

    1️⃣ Direct AMC Relationships Create Opportunity: For Non-Delegated Lenders, working directly with an AMC can provide greater visibility, faster communication, more efficient issue resolution, and opportunities to customize an appraisal panel around the lender's needs while maintaining appraisal independence.

    2️⃣ UAD 3.6 Is More Than a New Appraisal Form: The transition from static forms to a dynamic reporting structure affects multiple touchpoints throughout the mortgage process. Appraisers, AMCs, processors, underwriters, technology providers, lenders, and investors all need to be prepared for the changes.

    3️⃣ Education and Communication Need to Start Now: New appraisal processes may mean a learning curve, longer initial inspections, and changes to established workflows. Loan originators have an opportunity to educate borrowers and Realtor partners early, set appropriate expectations, and position themselves as knowledgeable resources during the transition.

    Connect with Jordan Chapman
    President of Sales | AMC Encore
    https://amcencore.com/

    About the Non-Del Influencers Podcast:
    Our mission is to provide you with invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

    Whether you're just beginning your journey as a Non-Delegated Lender or seeking to optimize your operations through technology and effective strategies, we're here to support your growth and excellence. Our podcast covers a wide range of topics, including establishing a successful Non-Delegated Lending business, leveraging the latest technologies, implementing efficient processes, customer service, time management, marketing, leadership, and more.

    🎧 Follow our Podcast at:
    http://www.nondelinfluencerspodcast.com

    💼 Non-Del Influencers is brought to the industry by FirstFunding, Inc.

    Find out more about FirstFunding at:

    https://www.firstfundingusa.com

    The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

    #NonDelInfluencers #MattColes #JordanChapman #AMCEncore #MortgagePodcast #MortgageIndustry #MortgageAppraisal #Appraisals #UAD36 #MortgageTechnology #CorrespondentLending #NonDelegatedLending #MortgageBrokers #BrokerToBanker #MortgageOrigination #LoanOfficers #MortgageProfessionals #AppraisalManagement #AMC #MortgageLeadership #MortgageEducation #RealEstate #MortgageLending #FirstFunding

    32 min
  • Episode 56: Turning Mortgage Data Into Smarter Decisions with Connor Dudas

    What happens when mortgage professionals stop simply collecting data and start using it to make smarter decisions?

    In this episode, host Matt Coles sits down with Connor Dudas, National Account Executive at First American Solutions, to explore how data, technology, and AI are changing the way mortgage companies operate, make decisions, and serve their customers.

    Matt and Connor also dive into the growing role of AI and ChatGPT in the mortgage industry. They discuss how mortgage professionals can use AI to prepare for customer objections, analyze complex information, create thought leadership content, and improve everyday productivity. They also examine how today's homebuyers are using AI themselves to evaluate rates, loan estimates, closing disclosures, and the overall deals being presented to them.

    3 key takeaways:
    1️⃣ Good Data Drives Better Decisions: Whether you're originating loans, managing servicing portfolios, or building a recapture strategy, the quality of your inputs matters.
    2️⃣ AI Is Changing Both Sides of the Mortgage Conversation: Mortgage professionals can use tools like ChatGPT to anticipate objections, analyze information, and improve productivity—but borrowers are using the same technology to evaluate rates, disclosures, and offers.
    3️⃣ Connected Technology Creates Opportunity: When data, documents, title, settlement, and other mortgage technologies work together, lenders can eliminate unnecessary data entry, improve workflows, and identify new opportunities across the lending lifecycle.

    Connect with Connor Dudas
    National Account Executive | First American Solutions
    https://www.linkedin.com/in/connordudas/

    About the Non-Del Influencers Podcast:
    Our mission is to provide you with invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

    Whether you're just beginning your journey as a Non-Delegated Lender or seeking to optimize your operations through technology and effective strategies, we're here to support your growth and excellence. Our podcast covers a wide range of topics, including establishing a successful Non-Delegated Lending business, leveraging the latest technologies, implementing efficient processes, customer service, time management, marketing, leadership, and more.

    🎧 Follow our Podcast at:
    http://www.nondelinfluencerspodcast.com

    💼 Non-Del Influencers is brought to the industry by FirstFunding, Inc.
    Find out more about FirstFunding at:
    https://www.firstfundingusa.com

    The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

    #NonDelInfluencers #MattColes #ConnorDudas #FirstAmericanSolutions #MortgagePodcast #MortgageIndustry #MortgageData #MortgageTechnology #ArtificialIntelligence #ChatGPT #MortgageAI #CorrespondentLending #NonDelegatedLending #MortgageServicing #HomeEquity #MortgageOrigination #LoanOfficers #AccountExecutives #MortgageSales #MortgageLeadership #DataStrategy #CustomerRecapture #MortgageProfessionals #FirstFunding

    24 min
  • Episode 55: How Product Knowledge Builds Trust in Any Mortgage Market with Kyle Blondin

    What does it take to become a trusted solution provider in today's mortgage market? In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Kyle Blondin, Director of Origination at Optimal Lending, to discuss why understanding the entire lending process, knowing your products, and building strong client relationships are essential for long-term success.

    Kyle shares how his journey from the wholesale side of the business into correspondent lending has given him a greater appreciation for the complexity of mortgage operations. From pricing and margins to risk management and loan delivery, he explains why seeing the "big picture" has changed the way he approaches every borrower and business partner.

    The conversation also explores the importance of evaluating every loan with common sense, staying engaged throughout the process, and having the confidence to admit when you don't know an answer. Kyle explains why credibility comes from finding the right solution—not simply giving the fastest response—and why today's mortgage professionals must be experts in the products they offer.

    3 key takeaways from Matt's conversation with Kyle Blondin

    1️⃣ Know the Entire Process: Understanding how loans move from origination to funding helps mortgage professionals make better decisions, build stronger relationships, and better serve their clients.

    2️⃣ Be a Solution Provider: Success isn't about taking orders—it's about knowing your products, evaluating every borrower's situation carefully, and recommending the best path forward.

    3️⃣ Credibility Comes from Honesty: If you don't know an answer, say so. Taking the time to research and provide accurate information builds trust and creates long-term client relationships.

    Connect with Kyle Blondin
    https://optlending.com/

    About the Non-Del Influencers Podcast:

    Our mission is to provide you with invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

    Whether you're just beginning your journey as a Non-Delegated Lender or seeking to optimize your operations through technology and implementing effective strategies, we're here to support your growth and excellence. Our podcast covers a wide range of topics, including guidance on establishing a successful Non-Delegated Lending business, leveraging the latest technologies, and implementing efficient processes.

    🎧 Follow our Podcast at:
    http://www.nondelinfluencerspodcast.com

    📚 Find Non-Delegated Correspondent resources at:
    http://www.nondelinfluencers.com

    💼 Non-Del Influencers is brought to the industry by FirstFunding, Inc.

    Find out more about FirstFunding at:
    https://www.firstfundingusa.com

    The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.


    #NonDelInfluencers #MattColes #KyleBlondin #OptimalLending #CorrespondentLending #MortgagePodcast #MortgageIndustry #Origination #MortgageLeadership #LoanOfficers #AccountExecutives #MortgageSales #RiskManagement #RelationshipBuilding #SolutionProvider #MortgageEducation #BusinessDevelopment #MortgageTechnology #WholesaleLending #NonDelegatedLending #LendingSuccess #MortgageProfessionals #FirstFunding

    30 min
  • Episode 54: The Relationship Strategy That Builds a Successful Mortgage Career

    What does it take to build lasting relationships that drive success in the mortgage industry? In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Brenda DiScala, Senior Account Executive at Freedom Mortgage, to discuss how relationship-building, active listening, and delivering value beyond loan products can help mortgage professionals grow their business in any market.

    Brenda shares why she's seeing continued momentum in the broker-to-banker transition and explains how lender branding, borrower consistency, and greater flexibility—especially with VA lending—can create a stronger customer experience while helping lenders compete more effectively.

    Beyond sales strategies, Brenda discusses the importance of networking and professional development through organizations like the National Association of Professional Mortgage Women (NAPMW). She shares how surrounding yourself with industry leaders, continually learning, and investing in meaningful relationships can accelerate both your personal and professional growth.

    3 key takeaways from Matt's conversation with Brenda DiScala

    1️⃣ Listen Before You Lead: The most successful sales professionals solve problems by understanding their clients' pain points and delivering meaningful solutions beyond mortgage products.

    2️⃣ Build Your Network Every Day: Long-term success comes from intentionally growing your relationships, participating in industry organizations, and consistently following up with the people you meet.

    3️⃣ Write It Down & Follow Through: Brenda shares her simple system of documenting conversations, capturing key insights, and revisiting notes each week to improve retention and strengthen client relationships.

    Connect with Brenda DiScala
    https://www.freedomwholesale.com/

    About the Non-Del Influencers Podcast:
    Our mission is to provide you with invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

    Whether you're just beginning your journey as a Non-Delegated Lender or seeking to optimize your operations through technology and implementing effective strategies, we're here to support your growth and excellence. Our podcast covers a wide range of topics, including guidance on establishing a successful Non-Delegated Lending business, leveraging the latest technologies, and implementing efficient processes.

    🎧 Follow our Podcast at:
    http://www.nondelinfluencerspodcast.com

    📚 Find Non-Delegated Correspondent resources at:
    http://www.nondelinfluencers.com

    Non-Del Influencers is brought to the industry by FirstFunding, Inc.
    Find out more about FirstFunding at:
    https://www.firstfundingusa.com

    The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

    #NonDelInfluencers #MattColes #BrendaDiScala #FreedomMortgage #FreedomWholesale #MortgagePodcast #MortgageIndustry #AccountExecutive #VALending #BrokerToBanker #NonDelegatedLending #CorrespondentLending #RelationshipSelling #MortgageSales #LoanOfficers #MortgageLeadership #BusinessDevelopment #Networking #NAPMW #ProfessionalDevelopment #MortgageEducation #CustomerExperience #LendingSuccess #MortgageGrowth

    24 min
  • Episode 53: Building Your Competitive Advantage by Going from Broker to Banker

    What does it take to build a competitive advantage in today's mortgage market? In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Chase Duhon, National Account Executive at FirstFunding, to discuss how the transition from broker to banker can help mortgage professionals strengthen their brand, gain more control over pricing, and compete more effectively.

    Chase explains how becoming a direct lender gives mortgage companies greater flexibility to structure competitive loan solutions while positioning themselves as the source of the financing. Matt and Chase discuss why this shift can create stronger relationships with Realtors, improve credibility in the marketplace, and help lenders compete against builder-affiliated financing.

    The conversation also explores how pricing flexibility allows lenders to compete on a loan-by-loan basis, creating opportunities to win business without sacrificing long-term growth. Whether you're considering the transition or simply looking for ways to differentiate your business, this episode provides practical insights into creating a lasting competitive advantage.

    Beyond lending, Chase shares his personal journey from Division I athletics to Division III, explaining why he chose to prioritize networking, career development, and long-term professional success. His story reinforces the importance of making intentional decisions that position you for future growth.

    Whether you're an Account Executive, Loan Officer, mortgage executive, or Non-Delegated Correspondent lender, this episode offers practical strategies to help you stand out, strengthen your value proposition, and grow your business.

    🎯 Here are 3 key takeaways from Matt's conversation with Chase Duhon:

    1️⃣ Build a Competitive Advantage – Transitioning from broker to banker gives lenders greater control over pricing, branding, and the borrower experience.

    2️⃣ Differentiate Your Business – Positioning yourself as a direct lender can strengthen your credibility with Realtors and referral partners while helping you compete with builder-affiliated lenders.

    3️⃣ Think Beyond Today – Long-term success comes from making strategic decisions that invest in your future, whether in business or your personal career.

    🔗 Connect with Chase Duhon
    https://www.firstfundingusa.com

    About the Non-Del Influencers Podcast:
    Welcome to the Non-Del Influencers Podcast, where we empower Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide you with invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

    Whether you're just beginning your journey as a Non-Delegated Lender or seeking to optimize your operations through technology and implementing effective strategies, we're here to support your growth and excellence. Our podcast covers a wide range of topics, including guidance on establishing a successful Non-Delegated Lending business, leveraging the latest technologies, and implementing efficient processes.

    🎧 Follow our Podcast at:
    http://www.nondelinfluencerspodcast.com

    📚 Find Non-Delegated Correspondent resources at:
    http://www.nondelinfluencers.com

    💼 Non-Del Influencers is brought to the industry by FirstFunding, Inc.
    Find out more about FirstFunding at:

    https://www.firstfundingusa.com

    The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

    #NonDelInfluencers #MattColes #ChaseDuhon #FirstFunding #MortgagePodcast #MortgageIndustry #BrokerToBanker #DirectLender #CompetitiveAdvantage #NonDelegatedLending #CorrespondentLending #MortgageSales #LoanOfficers #AccountExecutives #MortgageLeadership #BusinessDevelopment #MortgageGrowth #MortgageEducation #PricingStrategy #RealEstatePartnerships #MortgageTraining #LendingSuccess #MortgageBusiness

    25 min
  • Episode 52: The 3-Foot World Mindset with Noah Schuffman, SVP of TPO Sales at Pennymac TPO

    What can mortgage professionals control when markets shift, rates fluctuate, and uncertainty dominates the headlines? In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Noah Schuffman, SVP of TPO Sales at Pennymac TPO, to discuss a powerful mindset that can help sales professionals thrive in any market: focusing on your "3-Foot World."

    Noah shares valuable insights on why successful mortgage professionals spend less time worrying about external factors they cannot control and more time focusing on the daily activities, habits, and disciplines that directly impact their success. From accountability and time management to business development and consistent execution, Noah provides practical strategies for staying productive and growing your business regardless of market conditions.

    Matt and Noah dive into the importance of creating intentional blocks of time dedicated to business growth, protecting your calendar from distractions, and measuring success through output rather than circumstances. They also discuss one of the biggest challenges facing sales professionals today—holding themselves accountable to the activities that generate results.

    Whether you're an Account Executive, Loan Officer, sales leader, or Non-Delegated Correspondent lender, this conversation offers actionable takeaways that can help you maintain focus, increase productivity, and build momentum in any environment.

    If you're looking for expert insight into accountability, personal discipline, and controlling what you can control, this episode delivers valuable perspective from one of the industry's respected sales leaders.

    🎯 Here are 3 key takeaways from Matt’s conversation with Noah Schuffman:

    1️⃣ Focus on Your 3-Foot World – You can't control rates, market conditions, or outside influences, but you can control your attitude, effort, activity, and execution every day.

    2️⃣ Accountability Drives Output – The most successful professionals don't just hold others accountable; they hold themselves accountable to the activities that create results.

    3️⃣ Protect Time for Growth – Blocking dedicated time on your calendar for prospecting, relationship-building, and business development is critical to long-term success.

    🔗 Connect with Noah Schuffman
    https://tpo.pennymac.com/

    About the Non-Del Influencers Podcast:
    Welcome to the Non-Del Influencers Podcast, where we empower Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide you with invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

    Whether you're just beginning your journey as a Non-Delegated Lender or seeking to optimize your operations through technology and implementing effective strategies, we're here to support your growth and excellence. Our podcast covers a wide range of topics, including guidance on establishing a successful Non-Delegated Lending business, leveraging the latest technologies, and implementing efficient processes.

    🎧 Follow our Podcast at:
    http://www.nondelinfluencerspodcast.com

    📚 Find Non-Delegated Correspondent resources at:
    http://www.nondelinfluencers.com

    💼 Non-Del Influencers is brought to the industry by FirstFunding, Inc.
    Find out more about FirstFunding at:
    https://www.firstfundingusa.com

    The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

    #NonDelInfluencers #NoahSchuffman #PennymacTPO #MattColes #FirstFunding #MortgagePodcast #MortgageIndustry #NonDelegatedLending #CorrespondentLending #MortgageSales #SalesLeadership #Accountability #BusinessDevelopment #MortgageProfessionals #TPOLending #MortgageGrowth #LeadershipDevelopment #TimeManagement #SalesSuccess #MortgageEducation #ControlWhatYouCanControl #ThreeFootWorld #OutputMatters #MortgageLeadership #LoanOfficers #AccountExecutives #MortgageStrategy #SalesPerformance #MortgageTraining #LendingSuccess

    26 min
  • Episode 51: Building and Scaling Non-Delegated Lending with Don Chiesa of Newrez Wholesale

    What does it take to successfully enter the Non-Delegated Correspondent space and position your organization for long-term growth? In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Don Chiesa, Vice President – Western Division at Newrez Wholesale, to explore the operational, strategic, and staffing decisions that can make all the difference.

    Don shares valuable insights gained from working with lenders of all sizes, discussing the critical operational components required to build a successful correspondent platform. From staffing considerations and organizational structure to understanding key functions and scaling efficiently, Don provides practical guidance for lenders navigating today's competitive mortgage landscape.

    Matt and Don also explore the importance of selecting the right partners, creating sustainable processes, and preparing teams for long-term growth. Whether you're launching a new Non-Delegated platform or looking to optimize your current operation, this conversation offers actionable takeaways that can help position your business for success.

    If you're looking for expert insight into building operational excellence, leveraging strategic partnerships, and growing a Non-Delegated lending business, this episode delivers valuable perspective from one of the industry's experienced leaders.

    🎯 Here are 3 key takeaways from Matt’s conversation with Don Chiesa:

    1️⃣ Build the Right Foundation – Successful Non-Delegated lending starts with understanding operational requirements and creating scalable processes.

    2️⃣ Invest in the Right People – Whether assigning responsibilities internally or hiring dedicated talent, staffing decisions play a critical role in long-term success.

    3️⃣ Partnerships Matter – Working with trusted industry partners can streamline operations, improve efficiency, and help lenders grow with confidence.

    🔗 Connect with Don Chiesa
    Vice President – Western Division | Newrez Wholesale
    https://www.linkedin.com/in/don-chiesa-b309014/

    About the Non-Del Influencers Podcast

    Welcome to the Non-Del Influencers Podcast, where we empower Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide you with invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

    Whether you're just beginning your journey as a Non-Delegated Lender or seeking to optimize your operations through technology and implementing effective strategies, we're here to support your growth and excellence. Our podcast covers a wide range of topics, including guidance on establishing a successful Non-Delegated Lending business, leveraging the latest technologies, and implementing efficient processes.

    But that's not all—we go beyond the realm of lending by offering courses on essential skills such as customer service, time management, marketing, and effectively motivating millennials. We believe in empowering you holistically, so you can excel in every aspect of your business.

    Don’t miss out on this incredible opportunity to gain expert insights and practical knowledge. Join us on this transformative journey by visiting https://www.NonDelInfluencers.com to find out more. Your success as a Non-Delegated Lender starts today!

    🎧 Follow our Podcast at:
    http://www.nondelinfluencerspodcast.com

    📚 Find Non-Delegated Correspondent resources at:
    http://www.nondelinfluencers.com

    💼 Non-Del Influencers is brought to the industry by FirstFunding, Inc.
    Find out more about FirstFunding at:
    https://www.firstfundingusa.com

    The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

    #NonDelInfluencers #DonChiesa #NewrezWholesale #NonDelegatedLending #CorrespondentLending #MortgageIndustry #MortgagePodcast #MattColes #FirstFunding #MortgageOperations #MortgageLeadership #LendingStrategy #WholesaleLending #MortgageGrowth #CorrespondentChannel #MortgageProfessionals #NonQM #MortgageEducation #LendingPartners #MortgageSuccess

    25 min
  • Episode Fifty: How Top Mortgage Leaders Stay Competitive in Any Market with Michael Neill

    In today’s mortgage industry, leadership, adaptability, and vision continue to separate the companies that survive from the ones that lead. In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Michael Neill, Executive Partner at NEXA Lending, to discuss the mindset, innovation, and leadership principles driving one of the industry's most recognized lending organizations.

    Michael shares his perspective on the current state of the mortgage market, the importance of building strong relationships, and why staying focused on long-term growth remains critical in an ever-changing environment. The conversation dives into how NEXA Lending continues to evolve, adapt, and position itself as a forward-thinking leader in the lending space.

    Matt and Michael also discuss the value of culture, maintaining momentum during market shifts, and the importance of staying committed to growth opportunities even in challenging times. The episode closes with a lighter conversation around sports, the NBA playoffs, and the excitement surrounding basketball’s next generation of stars.

    If you’re looking for insight into leadership, growth strategy, and the future direction of mortgage lending, this episode offers valuable perspective from one of the industry's influential voices.

    🎯 Here are 3 key takeaways from Matt’s conversation with Michael Neill:

    1️⃣ Leadership Drives Growth – Strong leadership and relationship-building remain essential for long-term success in mortgage lending.
    2️⃣ Adaptability Creates Opportunity – Companies that continue evolving and investing in their future are best positioned to lead the market.
    3️⃣ Culture Matters – Building a strong organization starts with maintaining alignment, momentum, and a forward-thinking mindset.

    🔗 Connect with Michael Neill
    Executive Partner | NEXA Lending
    https://www.linkedin.com/in/michaelaneill/

    About the Non-Del Influencers Podcast

    Welcome to the Non-Del Influencers Podcast, where we empower Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide you with invaluable resources and educational insights, equipping you, your team, and your business partners with the best practices for thriving as a Non-Delegated Lender in today's dynamic landscape.

    Whether you're just beginning your journey as a Non-Delegated Lender or seeking to optimize your operations through technology and implementing effective strategies, we're here to support your growth and excellence. Our podcast covers a wide range of topics, including guidance on establishing a successful Non-Delegated Lending business, leveraging the latest technologies, and implementing efficient processes.

    But that's not all—we go beyond the realm of lending by offering courses on essential skills such as customer service, time management, marketing, and effectively motivating millennials. We believe in empowering you holistically, so you can excel in every aspect of your business.

    Don’t miss out on this incredible opportunity to gain expert insights and practical knowledge. Join us on this transformative journey by visiting https://www.NonDelInfluencers.com to find out more. Your success as a Non-Delegated Lender starts today!

    🎧 Follow our Podcast at:
    http://www.nondelinfluencerspodcast.com

    📚 Find Non-Delegated Correspondent resources at:
    http://www.nondelinfluencers.com

    💼 Non-Del Influencers is brought to the industry by FirstFunding, Inc.
    Find out more about FirstFunding at https://www.firstfundingusa.com

    The information provided is for use as a training tool only. The information is not intended, nor should it be relied upon for any other purpose.

    #NonDelInfluencers #MichaelNeill #NEXALending #MortgageLeadership #NonDelegatedLending #MortgagePodcast #CorrespondentLending #MattColes #MortgageIndustry #LendingInnovation #GrowthStrategy #MortgageProfessionals

    20 min

About Non-Del Influencers

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Our goal is simple: help educate you, your staff and your business partners on how to conduct business as a Non-Delegated Lender.