The 360 Experience

Katrinka Condie is a loan originator out of Salt Lake City Utah. She has been in the mortgage business for only seven years and in that span has elevated herself to elite status as an originator by using the power of connection to transcend the commodity that is interest rates

1. The exact process that Katrinka takes her borrowers through
2. Why asking the right questions leads to success
3. How to make clients and referral partners feel seen and heard
4. Why empathy is a unique value proposition
5. Why confidence is generated by knowledge

Katrinka partnered with mortgage and real estate professionals for 7 years focusing on credit challenged borrowers. This service helped over 2,000 families realize their dream of home ownership. Her experience in credit consulting services and client coaching drove her to become a licensed loan officer. Katrinka is dedicated to providing exceptional service and making the loan process educational and effortless. In her spare time, she loves exploring the great outdoors with her husband and four beautiful girls.

ABOUT TIM BRAHEEM

With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.

FOLLOW

Instagram ► https://www.instagram.com/tbraheem/

LinkedIn ► https://www.linkedin.com/in/timbraheem

THE LOAN ATLAS

JOIN ► https://go.theloanatlas.com/membership

FOLLOW

Instagram ► https://www.instagram.com/theloanatlas/

YOUTUBE ► https://www.youtube.com/@LoanAtlas

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Sosi Avila has been an originator for six years. In that time he has tasted significant successes including a year where he funded over 100 million dollars in loan production. Like many 2022 and 2023 were challenging years for him. However, what he learned over that period will surely be a catalyst for his career and his future. In this episode, Tim and Sosi discuss in detail the virtues of the past 18 months.

1. Why knowledge of your product (YOU) is to critical to your success
2. How starting each day with one massive impact action item leads to success
3. The difference between being a mortgage banker and a mortgage broker
4. How to strategically position yourself to get access to your Realtors database
5. The art of social media marketing and how to get followers to view your reels

Sosi has traveled to more than 19 countries with many of them being countries he lived in for longer than a few months. He has worked hard to help NEO Home Loans flourish. Sosi's personal ambition and joys lie in sales, business development and helping connect the right people in the right places to get the right things.

ABOUT TIM BRAHEEM

With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.

FOLLOW

Instagram ► https://www.instagram.com/tbraheem/

LinkedIn ► https://www.linkedin.com/in/timbraheem

THE LOAN ATLAS

JOIN ► https://go.theloanatlas.com/membership

FOLLOW

Instagram ► https://www.instagram.com/theloanatlas/

YOUTUBE ► https://www.youtube.com/@LoanAtlas

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For over twenty years, Brian Mahan has been a Somatic Experiencing practitioner. He specializes in physiology of stress and in renegotiating shock and developmental trauma.

1. How past traumatic experiences are stored in the body and drive our beliefs and behaviors.
2. Why talk therapy is often unsuccessful in working with past experiences.
3. The importance of drawing boundaries and healthy aggression.
4. Why its your body, not your mind that can help you heal.
5. The formula for identifying your purpose and why its so important to do so.

Brian Mahan is not a traditional talk therapist. He is a Somatic Experiencing Practitioner, specializing in working with anxiety, PTSD, developmental trauma, shock trauma and shame.

Suffering from developmental trauma, social anxiety, self-sabotage, self-loathing, shame, low self-esteem, depression, habitual re-enactments, and 7-10 full-blown panic attacks every day, following a catastrophic car wreck, Brian sought out a means of healing. After three sessions with a Somatic Experiencing Practitioner, his panic attacks stopped and he entered the three year training program to become a Somatic Experiencing Practitioner two weeks later.

Since 2004, twenty-six of my clients have become practitioners, as well. That is a true testament to the power and efficacy of this work.

For his own personal growth and desire to be more effective with his clientele, Brian has completed a 7-module training on Healing Shame with Bret Lyons, SEP, and Sheila Rubin, MA, LMFT, RDT/BCT, in Berkeley, CA. I am now certified in the Lyon/ Rubin Method for Healing Shame and have assisted them in trainings. I’ve also taken extensive training in the study of developmental trauma.

To learn more about the work Brian does, visit his website: https://briandmahan.com/

Or get his book, I cried All the Way To Happy Hour

ABOUT TIM BRAHEEM

With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.

FOLLOW

Instagram ► https://www.instagram.com/tbraheem/

LinkedIn ► https://www.linkedin.com/in/timbraheem

THE LOAN ATLAS

JOIN ► https://go.theloanatlas.com/membership

FOLLOW

Instagram ► https://www.instagram.com/theloanatlas/

YOUTUBE ► https://www.youtube.com/@LoanAtlas

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Tim Braheem Interviews Darren McLellan

Darren McLellan has been a mortgage originator, and leader in the mortgage industry for over 20 years and has consistently ranked in the top 1% of originators in the US. His experience has been greatly impactful in helping him and his team migrate through the choppy waters of this last down cycle in the mortgage industry.

You Will Learn:

1. The importance of leaning into fear

2. Why creating content is so critical in today's marketing strategies

3. How to overcome your fear of being active on social media

4. How Darren has managed to fill a room with Realtors

5. Why working on yourself as a human is a power tool in connecting with clients

Who is Darren McLellan?

As a Partner, VP and Loan Officer with Back Bay Funding, Darren has consistently ranked as a top originator at the firm and a top 1% originator within the country. Darren McLellan is passionate about helping clients get what they want, whether it is a dream home or a lower payment on their mortgage.

Darren established his reputation early as an originator that could complete some of the most difficult transactions in the marketplace. Coming off some of the most difficult times in the history of the mortgage market, Darren decided it was time to expand his practice and hired his first team member. The business began to transform as Darren's team could provide a higher level of service than his competitors which allowed Darren to become one of the most trusted and respected lenders in the marketplace.

Since 2011, Darren has worked to expand his relationships in the real estate and professional services industry to be able to add value to a broader audience. Most recently, Darren has become obsessed with delivering an exceptional client experience from the time of engagement to years after the transaction has closed.

The driving force for Darren's motivation to succeed in the mortgage business is his dedication to his wife, Tracy, and their two children.

ABOUT TIM BRAHEEM

With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.

FOLLOW

Instagram ► https://www.instagram.com/tbraheem/

LinkedIn ► https://www.linkedin.com/in/timbraheem

THE LOAN ATLAS

JOIN ► https://go.theloanatlas.com/membership

FOLLOW

Instagram ► https://www.instagram.com/theloanatlas/

YOUTUBE ► https://www.youtube.com/@LoanAtlas

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With a combined 115 years in the business and over 6.5 billion dollars in loan fundings, these members of the Loan Atlas Faculty share their number one suggestion for success in the New Year. Be prepared to learn about Database Management, Realtor Education, The value of pursuing Financial Planers, how to manage your personal budget and how to master confidence in the year to come.

YOU WILL LEARN ABOUT:

1. Why right now is the time to be talking with your database, what to say and where there are loans to be procured.
2. The Value of the "One to Many" approach to Realtor education.
3. Why the new NAR/Realtor commissions legislation makes pursuing Financial Planers and CPA's even more important.
4. How to avoid downturns in the market affecting your personal bottom line.
5. The formula for building confidence, one of the most important assests a sales person can have.

WHO ARE THESE MEMBERS OF THE LOAN ATLAS FACULTY?

Josh Mettle

Since coming onto the mortgage scene in 2001, Josh Mettle has become one of the top mortgage professionals in the nation, ranking in the top 1% of mortgage originators in 2020, according to Mortgage Executive Magazine. Josh is also a successful coach, best-selling author, and podcast host who is passionate about helping people succeed in every aspect of their lives.

Josh Burruss

With 17+ years of experience in the mortgage industry, Josh brings a unique and vast knowledge and skill set that helps him think “outside of the box” when it comes to sales and creating a seamless mortgage experience from start to finish. He is also a loan product expert with the rare ability to explain complex loan programs and concepts to customers and other mortgage professionals.

Tyler Osby

With nearly 20 years of experience in the mortgage industry, Tyler Osby is passionate about showing other businesses and individuals how to build profitable businesses through effective marketing and the use of technology. His knowledge of marketing, technology, and everything financial, combined with his love for mentoring and public speaking, make him an ideal mentor and team member of the Loan Atlas faculty. 

Ryan Grant

Since starting in the mortgage industry in 2005, Ryan Grant has helped many homeowners maximize their investments to reach new levels of financial success with his “advisor-for-life” mentality. Ryan is passionate about transforming the mortgage industry toward assisting families to build generational wealth while helping other mortgage professionals do the same for their own clients.

Craig Strent

With 25 years of experience as a dynamic and influential leader in the mortgage industry, Craig is passionate about networking, business development, and mentoring the next generation of mortgage professionals looking to make their mark in the industry and become the influential leaders and industry giants they are destined to be.

ABOUT TIM BRAHEEM

With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.

FOLLOW

Instagram ► https://www.instagram.com/tbraheem/

LinkedIn ► https://www.linkedin.com/in/timbraheem

THE LOAN ATLAS

JOIN ► https://go.theloanatlas.com/membership

FOLLOW

Instagram ► https://www.instagram.com/theloanatlas/

YOUTUBE ► https://www.youtube.com/@LoanAtlas

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Dave Gallegos is the President of Zenith Home Loans and has been in the mortgage business since 1997. His experience in how to navigate difficult market cycles through the execution of specific disciples is why he was a successful originator and is now terrific leader.

YOU WILL LEARN ABOUT:

1. The specific daily disciplines that you need to be focusing on right now.
2. Strategies on how to meet new Real Estate Agents.
3. The importance of accountability and specific strategies on how to create it.
4. Why most marketing strategies don't work.
5. The importance of identifying your "Why".

WHO IS DAVE GALLEGOS?

Dave is the president of Zenith Home Loans. He's passionate about helping people achieve success in their personal and professional lives, growing our team, and monitoring the execution of what we call our OTUBNS® System, our “world-class” operating method. This ensures their sales people can always count on FAST flawless closings, allowing them to easily grow repeat and referral business. It also produces world-class customer service and a loyal following of Realtors® and past clients.

ABOUT TIM BRAHEEM

With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.

FOLLOW

Instagram ► https://www.instagram.com/tbraheem/

LinkedIn ► https://www.linkedin.com/in/timbraheem

THE LOAN ATLAS

JOIN ► https://go.theloanatlas.com/membership

FOLLOW

Instagram ► https://www.instagram.com/theloanatlas/

YOUTUBE ► https://www.youtube.com/@LoanAtlas

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Since 2010, Michael Regan has focused solely on Business Development as a loan originator. His persistent and consistent plan for developing relationships with Real Estate Agents and Marketing to his client database have made him a superstar originator. Now he is mastering the Social Media Game as well.

YOU WILL LEARN ABOUT:

1. Specific strategies on how to get in front of Top Real Estate Agents.
2. Why knowing the data is key to Realtor Success.
3. How to market to agents in a manner that keeps their interest.
4. How to build your social media presence by being yourself.
5. Why having a specific database nurturing strategy is so key right now.

WHO IS MICHAEL REGAN?

Michael Regan is a loan originator based in northern California. He and his wife, Patricia work together in a harmonious balance each playing to their strengths within the industry to achieve greatness for their business. Michael shares, "I find most of my clients feel scared, nervous, and insecure about their financial plan and choosing which mortgage is right for them. How I'm different is, after meeting with me, I want clients to feel safe, secure, and comfortable, and know that they've made the best choice and that they're on the right path to meet short and long term financial dreams and goals."

Check out Michael's Instagram Account

https://www.instagram.com/themichaelregan/ 

ABOUT TIM BRAHEEM

With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.

FOLLOW

Instagram ► https://www.instagram.com/tbraheem/

LinkedIn ► https://www.linkedin.com/in/timbraheem

THE LOAN ATLAS

JOIN ► https://go.theloanatlas.com/membership

FOLLOW

Instagram ► https://www.instagram.com/theloanatlas/

YOUTUBE ► https://www.youtube.com/@LoanAtlas

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Chris Ledlie has lead hundreds of originators during his 21 year career in the Mortgage industry. But unlike many leaders who lead with fear, Chris leads with two powerful weapons; his presence and his heart. In this conversation, Chris will break down how he's leading a large staff of originators in today's difficult market and the mindset that he is instilling in his people.

YOU WILL LEARN ABOUT:

1. The specific daily disciplines required to succeed right now.
2. The importance of being intentional with your thoughts and the content you are taking in during these challenging times.
3. Defining new metrics for success in today's market is essential.
4. What you should look for if you're being recruited and interested in changing companies.
5. The importance of presence in our business and our lives.

WHO IS CHRIS LEDLIE?

Chris is a passionate family man -- he, his wife Kari, and their children frequently visit Chris' home state, Texas as well as Arizona to visit Kari's family. At NEO Home Loans, Chris' goal is to help change the mortgage industry from the transactional, interest-rate focused shape it has now. Rather, Chris says, "At NEO, I advise my clients and guide them through one of the biggest decisions of their life. If I’m doing my job right, closing the loan will only be the start of our relationship." People are the guiding principle behind everything Chris does. Whether it’s his team, clients, mentees, or family. His goal is to help all those around him live the best life that they can, and to look past whatever might hold them back.

Check out Chris' Instagram Account

https://www.instagram.com/chrisledlie/

ABOUT TIM BRAHEEM

With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.

FOLLOW

Instagram ► https://www.instagram.com/tbraheem/

LinkedIn ► https://www.linkedin.com/in/timbraheem

THE LOAN ATLAS

JOIN ► https://go.theloanatlas.com/membership

FOLLOW

Instagram ► https://www.instagram.com/theloanatlas/

YOUTUBE ► https://www.youtube.com/@LoanAtlas

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Sean Herrero brings a fresh perspective to mortgages with his 19 years of experience, understanding that every home buyer is unique, just like their lifestyles. A lover of the ocean, free-diving, and rock climbing, Sean knows life is for living to the fullest. He applies this same philosophy to his work, helping his clients find a mortgage that fits not just their financial goals but their personal aspirations, too. From Bank Of America account executive to funding over $60 million in production in only seven years.

YOU WILL LEARN ABOUT:

1. How to deliver presentations to help solve clients' and partners' problems.
2. How to overcome any fear of public speaking and the fundamental strategies.
3. How speaking to a group of 150 realtors is the same thing as having a one-on-one conversation with a borrower. 
4. The best conversations to have with clients, how to utilize MBS Highway and how to present the Mortgage Coach Spreadsheet at point of sale.
5. How to take your agenda out of the equation and focus on serving your current, past and future clients. 

WHO IS SEAN HERRERO?

Sean Herrero is a mortgage expert with 19 years of experience who believes in tailoring home loans to fit individual lifestyles. Passionate about the ocean and adventure, he understands that everyone's vision for their life and home is unique. His approach, "Home Loans for Your Lifestyle," focuses on aligning mortgages with his clients' short-term and long-term goals beyond just the financial aspects.

Check out Sean's Website:

https://crosscountrymortgage.com/Danville-CA-8044/Sean-Herrero/

Check out Sean's Instagram Account

https://www.instagram.com/adventurelender/

ABOUT TIM BRAHEEM

With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.

FOLLOW

Instagram ► https://www.instagram.com/tbraheem/

LinkedIn ► https://www.linkedin.com/in/timbraheem

THE LOAN ATLAS

JOIN ► https://go.theloanatlas.com/membership

FOLLOW

Instagram ► https://www.instagram.com/theloanatlas/

YOUTUBE ► https://www.youtube.com/@LoanAtlas

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Barbara Schreihans (pronounced ShREE- hands) is the Founder and CEO of Your Tax Coach, the Creator of the Write Off Your Life™ Course, and voice behind the Life-Changing Money podcast. She specializes in working with Mortgage and Real Estate Professionals on tax and investment strategies to build wealth.

YOU WILL LEARN ABOUT:

1. 
   
2. Seven "Pro Tips" on how to save money on taxes and position yourself to bring more money to your bottom line.
3. 
   
4. 
   
5. Why having an LLC often results in your leaving money on the table.
6. 
   
7. 
   
8. How to take full advantage of home office expenses.
9. 
   
10. 
    
11. The importance of understand tax laws relating your your retirement accounts where money is often left on the table.
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14. The importance of tax planning throughout the year so you understand your numbers and can make wise business choices
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WHO IS BARBARA SCHREIHANS?

Barbara is a kickass tax strategist, business coach and all-around master when it comes to wealth and finances. Barbara aids business owners and high net-worth individuals in saving tens of millions of dollars in taxes while also growing their profits. When she’s not leading her team, coaching clients or dreaming up new goals for her company, you can find her drinking coffee, hanging out with her family and traveling the world.

Check out Barbara's Website: 

https://www.yourtaxcoach.com/

Barbara's Podcast, Life Changing Money Podcast

https://podcasts.apple.com/us/podcast/life-changing-money-with-barbara-schreihans/id1624991716

ABOUT TIM BRAHEEM

With more than 25 years of experience as a highly successful mortgage professional, industry leader, educator, and life coach, Tim Braheem is committed to engaging with people on a deep level and helping them uncover the barriers they have placed in the way of having the level of success they deserve in both their business and personal lives.

FOLLOW

Instagram ► https://www.instagram.com/tbraheem/

LinkedIn ► https://www.linkedin.com/in/timbraheem

THE LOAN ATLAS

JOIN ► https://go.theloanatlas.com/membership

FOLLOW

Instagram ► https://www.instagram.com/theloanatlas/

YOUTUBE ► https://www.youtube.com/@LoanAtlas

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