Non-Del Influencers

In today’s evolving mortgage landscape, staying competitive means more than just closing loans—it requires constant innovation, alignment, and forward-thinking strategy. In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with JD Cutri, VP Non-Delegated Correspondent Lending at Plaza Home Mortgage, to explore how collaboration between sales and operations is reshaping the future of Non-Delegated lending.

JD shares how Plaza Home Mortgage is leaning into the market with confidence, investing heavily in technology enhancements, and building stronger alignment between sales and operations teams. He offers a behind-the-scenes look at how these improvements are not only streamlining processes but also positioning Plaza for long-term, sustainable growth.

The conversation highlights the importance of adaptability in a shifting market, with JD emphasizing the role of continuous improvement—from new product rollouts to major tech releases designed to better support Non-Delegated lenders. His perspective underscores a key theme: success in this space comes from staying proactive, embracing change, and consistently refining your approach.

If you’re looking to better understand how top lenders are preparing for the future of Non-Delegated Correspondent lending, this episode delivers practical insight straight from an industry leader in the trenches.

🎯 Here are 3 key takeaways from Matt’s conversation with JD Cutri:

1️⃣ Invest in Technology & Innovation – Continuous tech enhancements are critical to staying competitive and improving efficiency.
2️⃣ Align Sales & Operations – Breaking down silos creates stronger execution and a better overall lender experience.
3️⃣ Stay Bullish & Keep Building – Long-term growth comes from consistent effort, smart investments, and a forward-looking mindset.

🔗 Connect with JD Cutri
Plaza Home Mortgage
www.plazahomemortgage.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.

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 #JDCutri #PlazaHomeMortgage #NonDelegatedLending #MortgageLeadership #LendingInnovation #MortgageTechnology #SalesAndOperations #MattColes #MortgagePodcast #CorrespondentLending #GrowthStrategy

In today’s mortgage environment, scaling with intention isn’t optional—it’s essential. In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Jordan Higgins, VP Correspondent Sales at AmeriHome Correspondent, to break down how lenders can build smarter, more scalable Non-Delegated operations in a rapidly evolving market.

Jordan shares firsthand insight into the growing trend of retail branches bypassing the broker channel and moving directly into Non-Delegated Correspondent lending. He dives into what’s driving this shift—especially among younger, tech-savvy professionals leveraging AI—and why scalability is the defining theme for success in today’s market.

The conversation highlights a critical lesson from past market cycles: many lenders weren’t prepared for sudden volume spikes, leading to operational breakdowns and strained realtor relationships. Jordan and Matt discuss how the most successful Non-Del lenders today are learning from those moments by building repeatable, efficient “manufacturing” processes that can handle both high and low volume without sacrificing service or margins.

If you’re thinking about entering the Non-Delegated space—or looking to refine your current model—this episode delivers real-world strategies on how to scale responsibly, protect your margins, and truly own the borrower relationship.

🎯 Here are 3 key takeaways from Matt’s conversation with Jordan Higgins:

1️⃣ Scale with Intention – The top Non-Del lenders are using today’s slower market to build systems that can handle tomorrow’s volume.
2️⃣ Learn from Past Cycles – Operational breakdowns during rate drops exposed the need for better processes and preparedness.
3️⃣ Own the Borrower & Protect Margins – Success in Non-Delegated lending comes from controlling the experience while minimizing unnecessary risk.

🔗 Connect with Jordan Higgins
AmeriHome Correspondent
https://correspondent.amerihome.com/sales-team/

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 #JordanHiggins #AmeriHome #CorrespondentLending #NonDelegatedLenders #MortgageLeadership #LendingStrategy #Scalability #MattColes #MortgagePodcast #MortgageIndustry #GrowthStrategy

In today’s mortgage landscape, the Non-Delegated Correspondent channel continues to gain serious momentum—and those who understand how to leverage it are setting themselves apart. In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Nate Clear, President of FirstFunding, to dive into the growth, evolution, and opportunity within the Non-Del space.

Nate shares perspective on how the Non-Del channel has expanded over the years and why more lenders are making the shift to gain greater control, flexibility, and scalability in their businesses. From building strong operational foundations to creating long-term partnerships, this conversation highlights what it really takes to succeed in today’s Non-Delegated environment.

The discussion also touches on leadership, vision, and the culture that drives sustained growth—key elements that have helped fuel FirstFunding’s success and reputation across the industry. While technology and AI are briefly discussed, the real focus is on the channel itself and why it continues to be a powerful path forward for lenders.

If you’re looking to grow, scale, or better understand the Non-Delegated model, this episode delivers real-world insight from a leader who’s helped shape its success.

🎯 Here are 3 key takeaways from Matt’s conversation with Nate Clear:

1️⃣ The Non-Del Channel Is Built for Growth – More lenders are entering the space to gain control, improve margins, and scale their operations strategically.
 2️⃣ Foundation Drives Success – Strong leadership, operational structure, and partner relationships are key to long-term performance in Non-Delegated lending.
 3️⃣ Opportunity Is Expanding – As the channel continues to evolve, those who lean in and adapt are best positioned to win.

🔗 Connect with Nate Clear
Company: FirstFunding
Website: www.FirstFunding.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.

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 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 Podcast is an essential podcast with experienced realtors about the tips and tricks new realtors can incorporate along their real estate journey. Discover the pathway to triumph in the real estate industry with the Podcast! Hosted by the seasoned professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive insights and best practices from successful real estate agents. Whether you're a seasoned pro or just starting, tune in to unlock the secrets of success in the dynamic world of real estate, brought to you by the experts at FirstFunding, Inc. You can find more episodes at http://www.nondelinfluencerspodcast.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 #NateClear #FirstFunding #NonDelegatedLenders #NonDelGrowth #MortgageLeadership #LendingStrategy #CorrespondentLending #MattColes #MortgagePodcast #MortgageIndustry #GrowthStrategy #FirstFunding

In today’s social-driven mortgage landscape, content creation is no longer optional—but staying compliant while doing it is critical. In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Joe Wilson, CEO of Social Coach, to explore how lenders can confidently scale their social media presence without putting their company at risk.

Joe dives into the growing importance of compliant content in the mortgage industry and how technology is changing the way lenders approach social media marketing. From AI-driven compliance filters to real-time content monitoring, Joe shares how Social Coach helps companies ensure every post, caption, image, and even spoken word aligns with regulatory standards.

If you’ve ever hesitated to post—or worried about saying the wrong thing online—this episode offers a smarter, safer way to show up and stand out in today’s digital-first environment.

🎯 Here are 3 key takeaways from Matt’s conversation with Joe Wilson:

1️⃣ Compliance Can Be Automated – Advanced tools now scan captions, images, and even transcribed audio to ensure every post meets your company’s compliance standards.
2️⃣ Social Media Doesn’t Have to Be Risky – With the right systems in place, lenders can confidently build their brand without fear of regulatory missteps.
3️⃣ Scalable Content = Scalable Growth – When compliance and marketing align, teams can consistently create content that drives engagement and business results.

🔗 Connect with Joe Wilson
Company: Social Coach
Website: https://www.socialcoach.io/

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 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 Podcast is an essential podcast with experienced realtors about the tips and tricks new realtors can incorporate along their real estate journey. Discover the pathway to triumph in the real estate industry with the Podcast! Hosted by the seasoned professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive insights and best practices from successful real estate agents. Whether you're a seasoned pro or just starting, tune in to unlock the secrets of success in the dynamic world of real estate, brought to you by the experts at FirstFunding, Inc. You can find more episodes at http://www.nondelinfluencerspodcast.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 #JoeWilson #SocialCoach #MortgageMarketing #MortgageCompliance #LoanOfficers #NonDelegatedLenders #MortgageLeadership #ContentMarketing #SocialMediaStrategy #MattColes #FirstFunding #MortgagePodcast #MortgageIndustry #DigitalMortgage

In today’s mortgage environment, managing risk isn’t optional—it’s mission critical. In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Amanda Padd, Chief Revenue Officer at Secure Insight, to discuss one of the most important yet often overlooked areas in Non-Delegated Lending: third-party risk, vetting, and fraud prevention.

Amanda brings deep expertise from the front lines of compliance and risk management, sharing how lenders can better protect their transactions, reputations, and revenue streams by implementing smarter due diligence processes. From attorney and settlement agent vetting to safeguarding against wire fraud and operational blind spots, this conversation highlights why proactive protection is no longer a luxury—it’s a necessity.

If you’re a Non-Delegated Lender looking to scale responsibly while minimizing exposure, this episode delivers practical insights that can strengthen your foundation before the next market shift.

🎯 Here are 3 key takeaways from Matt’s conversation with Amanda Padd:

1️⃣ Risk Management Is a Revenue Strategy – Protecting your pipeline from fraud and operational breakdowns directly impacts profitability and long-term sustainability.
2️⃣ Vetting Isn’t Just a Checkbox – Proper due diligence on third-party vendors and settlement agents can prevent costly disruptions and reputational damage.
3️⃣ Be Proactive, Not Reactive – The lenders who win are the ones who build strong compliance and risk frameworks before issues arise—not after.

🔗 Connect with Amanda Padd
Company: Secure Insight
Website: https://www.secureinsight.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.

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 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 Podcast is an essential podcast with experienced realtors about the tips and tricks new realtors can incorporate along their real estate journey. Discover the pathway to triumph in the real estate industry with the Podcast! Hosted by the seasoned professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive insights and best practices from successful real estate agents. Whether you're a seasoned pro or just starting, tune in to unlock the secrets of success in the dynamic world of real estate, brought to you by the experts at FirstFunding, Inc. You can find more episodes at http://www.nondelinfluencerspodcast.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 #AmandaPadd #SecureInsight #MortgageCompliance #MortgageRisk #NonDelegatedLenders #FraudPrevention #ThirdPartyRisk #MortgageLeadership #MattColes #FirstFunding #MortgagePodcast #NonDelLending #MortgageEducation #MortgageIndustry

In today’s evolving mortgage landscape, speed, relationships, and execution matter more than ever, and the lenders who win are the ones building the right partnerships before the market heats up. In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Stephanie Abercrombie, Sr. Business Development Manager at Equity Solutions to uncover one of the most overlooked advantages for Non-Delegated Lenders with the power of AMC relationships. 

Stephanie brings a behind-the-scenes perspective on how appraisal management companies truly operate, what Non-Del lenders often misunderstand, and why establishing strong AMC and appraiser relationships now can be a game-changer when volume returns. The conversation also dives into how AI and automation are freeing sales professionals from their desks, allowing them to focus on what actually drives growth—relationships.

If you’re a Non-Delegated Lender or considering the move, this episode highlights a hidden gem that could define your success in the next market cycle.

🎯 Here are 3 key takeaways from Matt’s conversation with Stephanie Abercrombie:
1️⃣ AMC Relationships Are the Hidden Advantage – Learn why lenders who invest in AMC partnerships early gain a major edge when the market gets busy.
2️⃣ AI Isn’t Replacing Sales—It’s Empowering It – Discover how technology can free you up to meet more people and strengthen relationships, not replace them.
3️⃣ Prepare Now or Pay Later – Establishing processes, expectations, and trust with AMCs today can prevent costly delays and friction tomorrow.

🔗 Connect with Stephanie Abercrombie
Company: Equity Solutions
Website: https://www.esusa.net

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 invaluable resources and educational insights, equipping you, your team, and your business partners with best practices for thriving in today’s dynamic lending landscape.

Hosted by Matt Coles, National Sales Manager at FirstFunding, Inc., this podcast delivers real-world strategies, expert interviews, and actionable guidance—whether you’re launching your Non-Del journey or scaling your operation through smarter technology and processes.

🎧 Find more episodes at:
https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at:
https://www.NonDelInfluencers.com

💼 Non-Del Influencers is brought to the industry by FirstFunding, Inc.
Learn more 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 #MortgageLending #StephanieAbercrombie #EquitySolutions #AMCRelationships #NonDelegatedLenders #MortgageAI #AppraisalManagement #MattColes #FirstFunding #MortgagePodcast #TPOChannel #MortgageTechnology #LoanOriginators #SalesLeadership #MortgageEducation #NonDelLending #MortgageIndustry

📞 “867-5309… Jenny?”  If You're Not Top of Mind, You're Forgotten.

In today’s fast-moving mortgage market, your realtor partners won’t remember your number, or your name; unless you’re consistently delivering value. Don’t let all the work you’ve done building relationships vanish like a one-hit wonder. In this power-packed episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Frank Garay, Industry Legend and Host of Loan Officer Breakfast Club and co-founder of MoveTube, to discuss how TPO lenders can lock in long-term success before the market turns.

Frank brings decades of experience and zero sugarcoating to this conversation about using AI, modern tools, and proactive strategy to stay ahead of the retail channel and keep your referral partners loyal. If you're a Non-Delegated Lender or a TPO pro, this episode delivers the playbook you can't afford to miss.

🎯 Here are 3 game-changing takeaways from Frank’s conversation with Matt Coles:
1️⃣ Protect Your Realtor Relationships NOW! Don’t let them drift back to retail. Frank explains why staying visible and valuable before rates drop is critical.
2️⃣ Leverage AI Without Losing the Human Touch! Learn how smart automation keeps your name front and center without sounding like a robot.
3️⃣ Build the Foundation Today, Win Tomorrow! The next market rally will come. Will you be the lender agents remember... or the one they forgot?

🔗 Connect with Frank Garay
Website: https://frankgaray.com

Everything discussed in this episode; including a direct way to contact Frank is available on his site.

About the Non-Del Influencers Podcast

The Non-Del Influencers Podcast empowers Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide 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.

Hosted by seasoned mortgage industry professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive strategies, real-world experiences, and expert interviews designed to help you excel. Whether you're a seasoned pro or just beginning your journey, the Non-Del Influencers Podcast will help you unlock success in the Non-Delegated Correspondent space.

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com

💼 Learn 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 #MortgageLending #FrankGaray #LoanOfficerBreakfastClub #MoveTube #MortgageAI #TPOChannel #RealEstateReferrals #MattColes #FirstFunding #MortgageMarketing #RealtorRelationships #MortgageTechnology #LoanOriginators #NonDelegatedLenders #MortgagePodcast #ScalingYourBusiness #MortgageInnovation #LoanOfficerLife #8675309 #Jenny #TopOfMindMarketing

In today’s competitive lending landscape, compliance and operational support aren’t just nice-to-haves—they’re make-or-break essentials for Non-Delegated Lenders. If you can’t move fast, stay compliant, and deliver clarity to your borrowers, someone else will. In this episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Nick Krakosky, Senior Account Executive at FirstFunding, to break down the real tech and tools that are making a difference for Non-Del lenders right now.

From streamlined access to borrower 1099s to the behind-the-scenes operational muscle FirstFunding provides, this episode peels back the curtain on what it really takes to run a compliant, scalable Non-Delegated business in 2024 and beyond.

🎯 Here are 3 crucial takeaways from Nick’s conversation with Matt Coles:

1️⃣ Don’t Let Compliance Derail Your Closing Calendar – Hear how FirstFunding’s technology ensures fast access to critical borrower documents like the 1099, keeping lenders and their customers aligned and compliant.

2️⃣ Technology That Actually Works – Discover how the FirstFunding platform simplifies the back-end so you can focus on front-end growth.

3️⃣ Support That Scales With You – As your pipeline grows, your funding partner should keep pace. Learn how FirstFunding tailors solutions to the specific needs of Non-Delegated Correspondents.

🔗 Connect with Nick Krakosky
Website: https://www.firstfundingusa.com

About the Non-Del Influencers Podcast

The Non-Del Influencers Podcast empowers Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide 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.

Hosted by seasoned mortgage industry professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive strategies, real-world experiences, and expert interviews designed to help you excel. Whether you're a seasoned pro or just beginning your journey, the Non-Del Influencers Podcast will help you unlock success in the Non-Delegated Correspondent space.

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com

💼 Learn 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.

In this powerful episode of the Non-Del Influencers Podcast, host Matt Coles sits down with Jeff Walton, CEO and Co-Founder of Ingenius, to explore how data accessibility can transform the way both large and small lenders compete in today’s marketplace.

Jeff pulls back the curtain on how Ingenius provides enterprise-level data solutions to lenders of all sizes—giving small shops access to the same valuable insights used by top five banks in the country. With a transparent, scalable pricing model, Jeff and his team are on a mission to democratize data and give every lender, regardless of size, the tools to make smarter decisions and expand their footprint.

Here are three key insights from Jeff's conversation with Matt Coles:
1️⃣ Enterprise Data for Everyone – Discover how small lenders can tap into national datasets traditionally reserved for the biggest players—without breaking the bank.
2️⃣ No Paywalls, Just Performance – Learn why Ingenius doesn’t gate data by region or tier, and how that empowers nimble, non-delegated lenders to grow across markets.
3️⃣ Smart Scaling Starts with Smart Data – Jeff breaks down how to use data effectively—no matter the size of your team—to fuel expansion and support sustainable growth.

🔗 Connect with Jeff Walton
Website: https://ingenius-data.com

Email: [email protected]

About the Non-Del Influencers Podcast

The Non-Del Influencers Podcast empowers Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide 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.

Hosted by seasoned mortgage industry professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive strategies, real-world experiences, and expert interviews designed to help you excel. Whether you're a seasoned pro or just beginning your journey, the Non-Del Influencers Podcast will help you unlock success in the Non-Delegated Correspondent space.

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com

💼 Learn 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  #MortgageLending #MortgageData #LenderTechnology #JeffWalton #IngeniusData #DataDrivenLending #MortgageStrategy #MattColes #FirstFunding #MortgageInnovation #NonDelegatedLenders #LendingSolutions #LoanOriginators #MortgageSuccess #MortgagePodcast #RealEstateLending #MortgageTech #ScalingYourBusiness #LoanOfficerLife

In this episode of the Non-Del Influencers Podcast, host Matt Coles welcomes Matt Shields, Sales Manager at USA Mortgage and Chair of the NAMB Young Professionals Committee, for a powerful discussion on branding, leadership, and how young mortgage professionals can rise in today’s market.

Matt shares his passion for guiding the next generation of originators, offering practical strategies to build personal brand equity, get involved with industry organizations, and create a lasting impact. Whether you’re fresh in the field or mentoring the next wave of talent, this episode provides a front-row seat to what’s working—and what’s needed—as we head into 2025.

Here are three key insights from Matt’s conversation with Matt Coles:
1️⃣ Brand Like a Pro – Learn why intentional branding is essential and how you can start building a reputation that stands out in the mortgage and real estate space.
2️⃣ Get Involved with NAMB – Discover how to take the first steps with the NAMB Young Professionals Committee, whether there’s a chapter in your state or you’re just looking to connect.
3️⃣ Be the Connection – Matt explains the power of being a resource for others in the industry and how that mindset can open up new opportunities for growth, leadership, and visibility.

🔗 Connect with Matt Shields
Explore Matt’s work at USA Mortgage: https://www.usamortgage.com/mortgage-loan-originator/matthew-a-shields/

Learn more about the NAMB Young Professionals Committee: https://namb.org/membership/young-professionals/

Follow Matt on Instagram: @matthew.a.shields

About the Non-Del Influencers Podcast

The Non-Del Influencers Podcast empowers Non-Delegated Lenders to achieve outstanding performance, drive sales, and achieve tangible results. Our mission is to provide 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.

Hosted by seasoned mortgage industry professional Matt Coles and supported by FirstFunding, Inc., this podcast brings you exclusive strategies, real-world experiences, and expert interviews designed to help you excel. Whether you're a seasoned pro or just beginning your journey, the Non-Del Influencers Podcast will help you unlock success in the Non-Delegated Correspondent space.

🎧 Find more episodes at: https://www.NonDelInfluencersPodcast.com

📚 Find Non-Delegated Correspondent resources at: https://www.NonDelInfluencers.com

💼 Learn 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.

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