AIME Podcast Network

The Benefits of Systemizing as a One Man Shop (with Dan Patty) – Episode 35


Listen Later

From running a business on ebay at the age of 11 to selling baseball cards in middle school, Dan Patty of Solcosta Home Loans has always led with an entrepreneurial mindset. He’s constantly focusing on templating processes and organizing Excel spreadsheets to ensure every client successfully closes on a home. Dan believes systemizing everything upfront can be what saves you in the end. Tune into this week’s episode of Broker to Broker to learn more about the purpose of over-explaining throughout the entire loan process and how to form meaningful relationships with your clients. 

Show Notes: 

  • Journey Into the Mortgage Industry (3:32) 
  • Transitioning to the Broker Side (11:41) 
  • Systemizing Your Brokerage (15:30) 
  • Generating Leads (26:12) 
  • Keeping Track of Your Database (30:26)
  • Point of Sale Strategies (36:16)
  • Re-creating Yourself in the Mortgage Industry (45:17)
  • Future of the Mortgage Industry (48:04)
  •  

    The post The Benefits of Systemizing as a One Man Shop (with Dan Patty) – Episode 35 appeared first on AIME.

    ...more
    View all episodesView all episodes
    Download on the App Store

    AIME Podcast NetworkBy AIME Podcast Network

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    72 ratings


    More shows like AIME Podcast Network

    View all
    The Peter Schiff Show Podcast by Peter Schiff

    The Peter Schiff Show Podcast

    5,674 Listeners

    Real Estate Training & Coaching School by Tim & Julie Harris - Real Estate Success Coaches

    Real Estate Training & Coaching School

    694 Listeners

    It's a Good Life by Brian Buffini

    It's a Good Life

    2,520 Listeners

    Loan Officer Freedom by Carl White

    Loan Officer Freedom

    753 Listeners

    Mortgage Marketing Radio by Mortgage Marketing Radio

    Mortgage Marketing Radio

    262 Listeners

    Loan Officer Leadership by Steve Kyles

    Loan Officer Leadership

    217 Listeners

    The Game with Alex Hormozi by Alex Hormozi

    The Game with Alex Hormozi

    4,454 Listeners

    Real Estate News: Real Estate Investing Podcast by Kathy Fettke / RealWealth

    Real Estate News: Real Estate Investing Podcast

    563 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    9,938 Listeners

    HousingWire Daily by HousingWire

    HousingWire Daily

    170 Listeners

    Loan Officer Marketing with Chris Johnstone by Chris Johnstone

    Loan Officer Marketing with Chris Johnstone

    16 Listeners

    Good. Better. Broker. by Justin White

    Good. Better. Broker.

    52 Listeners

    The Loan Officer Podcast by Dustin Owen

    The Loan Officer Podcast

    206 Listeners

    Mortgage Loan Officer Podcast by Frank Garay

    Mortgage Loan Officer Podcast

    25 Listeners

    Coaching with Chris by Coaching with Chris Vinson

    Coaching with Chris

    3 Listeners