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Being an independent mortgage broker can feel like you’re facing big retail banks all alone. Why not learn from industry experts who have already forged the path? Join host Marc Summers, AIME President of Membership, as he goes in-depth about the business with industry experts and AIME members every Tuesday. Sit back, relax, and benefit from the insights you’ll need to further your breakthrough in the broker channel!
184 Episodes
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It’s the Season 4 premiere of Broker to Broker podcast, and we’re kicking it off from the top! Host Marc Summers is back, joined in a momentous conversation with none other than the CEO of AIME, Jonathan Haddad.
Joanne Russell's experience makes her wealth of knowledge, wisdom, and perspective on all forms of mortgage markets, especially as Brokers everywhere are preparing for the coming year. Joanne shares how to persevere through the tougher markets, and how to capitalize on the markets when they’re strong, to bolster your business through thick & thin markets and become resistant to the changes.
In this episode, host Marc Summers refines his outlook, updates his business model, and streamlines his processes & procedures as he’s joined by David Kakish, Producing Branch Manager at C2 Financial.
Fadi Sankari is an entrepreneur through and through, inhibiting the ‘entrepreneurial spirit’ in everything he does. Throughout the episode, he reminisces about many failed business ventures before he entered into Wholesale mortgage, where he’s now a top 1% originator. He says he remained driven and found his success in the pursuit of satisfying the ‘why’.
In this special Salute To Service: Veteran Advocacy Week episode, host Marc Summers gets a comprehensive breakdown of how to become a VA expert, as he’s joined by Fuse VI Panelist, Elizabeth Cassidy, Mortgage Broker with Future Home Loans.
In this episode of Broker to Broker, host Marc Summers is joined by Fuse VI panelist Jessica Wells, Broker Owner of Clear Choice Mortgage.
Jessica proves her expertise, and why she was a Fuse panelist this year, as this episode is full of nuggets of wisdom that immediately could be applied to a Broker’s marketing, outreach, and pipeline to improve overall operations.
In this episode of Broker to Broker, host JP Hussey is joined by Fuse VI panelist Lindsay McCoy, Broker Owner of Care Finance Group. They cover many topics in this episode, like how to create and curate the best tech stack for your operations, consumer outreach & referral generations, client financial education & support, starting your own brokerage, Broker & homebuyer advocacy, and why NOW is the best time to be a Broker.
In this episode, Major Singleton, Broker/Owner of Major Money Matters, powered by Edge Home Finance, breaks down his approach, and his strategy for getting to the top, and remaining at the top. His biggest focus is on education; not just getting in front of audiences that can grow his network, but altering his classes and seminars to his audience, and ensuring that he follows up with every attendee for his courses. This is how he continually builds his network for himself and his team, and this is where he plants the seeds this year for production in the coming year.
In this compelling episode of Broker to Broker, Marc Summers sits down with Michael Most, a seasoned originator with 24 years of experience in the mortgage industry and a dedicated advocate for the Orthodox Jewish community. Join us as we delve into Michael's unique journey, combining his mortgage expertise and passion to empower members of the Orthodox Jewish community to achieve their homeownership dreams.
In this episode of Broker to Broker, host JP Hussey is joined by CEO of Dwell Mortgage and upcoming Fuse VI Spotlight Speaker, Shane Kidwell. Shane has only joined the broker channel at the start of 2023, and he’s already making waves. Shane’s hunger, energy, and drive for the wholesale channel exemplifies what it takes to succeed in the mortgage industry. As someone who has his hands in many different companies and services that he offers, he lives the commitment and effort it takes to succeed as an entrepreneur.
Marc & JP reflect on their first Fuse experiences, uncover how it's evolved, discuss their tips for first-time attendees, and recount memories both fun and career-altering.
If you’re looking to grow or scale your audience, your network, and your business, this is a must-listen episode. Braiden has maximized his business by itemizing his processes and optimizing his tech stack. He’s grown his social media presence by nearly 3,000%. He’s found a system to go viral with his video content. And he’s grown and scaled his brokerage towards a volume approaching nearly 700 million this year. Braiden breaks down how he’s done it all, with comprehensive instructions in how to do all of this with your own business.
This is an essential listen for Brokers, as Gina breaks down how to collaborate with your Processors, set expectations, and work as a unit to ensure your clients have the best experience possible. The systemic issues for Processors are addressed, debunking the idea that Processors are Broker assistants; they are true peers and collaborators.
Andrew has his hands in a lot of projects. He’s been a broker for a long time, but only within the last five years did he open his own brokerage. He just moved to a new office location. He’s just now hitting his stride on social media marketing. His tech is hitting its peak of processing. Everything is moving, changing, and growing for Andrew, and it’s all in the black.
Samantha’s story is one shared by many in our community, one of constant growth; starting with her own business, to nurturing and ensuring the success of others under her leadership. Starting in the Retail channel, she made the jump by joining Marc’s staff of Loan Officers, where she worked for 8 months. Now, from employee to peer, she’s the Broker Owner of her own brokerage, and is doing amazing things in her and Marc’s community by making herself a local resource, and establishing her brand.
Dante breaks down the relationships he focuses on building: his team and his network. Maintaining strong relationships with both has led to an exceptional customer experience, as his services have been honed into as smooth, and as all-encompassing an experience as possible, because he can rely on his team and network as much as they can rely on him.
Ethan has had a very interesting career path that is very useful to his longevity and effectiveness as a mortgage broker; he became a broker after eight years of working as an underwriter. Because of his prior career, Ethan’s skills, knowledge, prep, and pipeline all reflect a full knowledge of his clients’ loans, scoping out the entire mortgage process with no surprises.
Paige has had a life-long history in the real estate industry, growing up with her mother owning a real estate company, working numerous jobs around many different facets of mortgage, housing, and real estate, all until she landed back into becoming a mortgage broker in 2018.
Cameron is high-energy, and high efficiency. This episode covers a lot of processes and procedures and marketing topics, and Cameron shares his effective strategies, execution processes, and their incredible results.
Kevin is a master of setting up a system that works. From starting with a few staff members working out of a bedroom, to a prominent broker owner in one of the most lucrative markets in the country, Kevin has established his presence in the market by creating a consumer experience like no other; supported by the automations and dependable processes he’s put in place.
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