The following guests sit down with host Justin White:

•   Ann Sullivan – Sr. Loan Officer, Lending Heights
•   Jaime Bennett – Realtor®, LifeSpace Real Estate


What LOs and Real Estate Agents Should Look for in a Mutually Beneficial Partnership

Finding the right referral partner is kind of like dating. It takes time, trust and investment to grow a meaningful relationship. How can LOs and real estate agents complement each other in way that helps both do more business? Listen to episode #60 of Good. Better. Broker. as we sit down with a Pittsburgh-based mortgage broker and their Realtor® partner who are making each other better at what they do.

In this episode of the Good. Better. Broker. podcast, you’ll learn what to look for in the perfect partnership between a loan originator and a real estate agent.


In this episode, we discuss ...

•   1:35 – How Ann pursued Jaime as a real estate partner
•   3:08 – Why Ann’s personal approach impressed Jaime
•   4:24 – Ann’s decision to only work with agents she clicks with
•   5:50 – What Jaime looks for in her lending partners
•   7:06 – How Jaime realized that Ann was always there for her
•   9:18 – Why a successful LO-agent relationship must be built on trust
•   10:48 – How Ann and Jaime’s relationship makes each of them more efficient
•   12:28 – What happens when Jaime works with a lender that drops the ball
•   13:11 – Why Ann helps Jaime on deals Ann isn’t working on
•   15:04 – What Jaime tells her clients about working with Ann
•   17:54 – Why having a strong LO-agent connection is important in this market
•   20:37 – How Ann and Jaime strategize on how Jaime can grow her business
•   22:30 – How other LOs and agents can identify the right partner for them


Show Contributors:

Ann Sullivan
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Jaime Bennett
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Justin White is UWM’s in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.

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