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Broker-to-Broker

AIME Association of Independent Mortgage Experts

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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 JP Hussey, Broker/Owner of the Hussey Team, 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!
 
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show series
 
This week, host Marc Summers sits down with David Temko, President of C2 Financial. The two discuss David’s upbringing in mortgage, his route to the broker channel, and the logistics of running one of the largest shops in the country. David Temko grew up in the industry, and says that mortgage terms and discussions about loans were a normal part of…
 
This week, host JP Hussey sits down with Major Singleton, a mortgage broker at Major Money Matters. The pair discuss the importance of a strong support team, how to foster connections, and how to make sure your clients keep coming back. A 23-year veteran of the U.S Navy, Major Singleton got his start in mortgage by chance. Unbeknownst to Major, a j…
 
AIME Fuse 2022 tickets are available now at https://aimegroup.com/fuse-2022/ Join Marc Summers and guest Jamie Cavanaugh for a very special episode of Broker to Broker. This week, the two get excited for the upcoming Fuse 5, which kicks off in just four weeks. This year’s Fuse is bigger and better than ever – listen to Marc and Jamie’s chat to lear…
 
This week, host Marc Summers is joined by Florida’s own Ashley Bedford, who discusses her early experiences with brokers, her work ethic, and the value of building relationships. Ashley first encountered the broker channel as a customer. A new parent, Ashley was looking to purchase her first home. Initial quotes from a big bank set her down payment…
 
Host JP Hussey sits down this week with Atrion Faiola of NorthPort Funding. Atrion has spent almost 20 years in the industry, and has worked on both sides of the aisle. The two discuss making the most of the recent downturn, the cyclical nature of the mortgage channel, and the need to keep your foot on the gas even when times are tough. Atrion join…
 
JP Hussey sits down this week with Daniel De La Torre of UMortgage. Daniel has only been part of the broker channel for a few months, but with a background in the retail mortgage industry, he brings a wealth of prior experience and keen insight along with him. The two discuss making the switch from bank to broker, the importance of the personal tou…
 
Host JP Hussey is joined this week by Brian Cooke of Sunny Hill Financial. Brian joined the broker channel a few years ago, after a long and successful career on the other side of the industry. In that time, he’s made a name for himself with a relentless pace, unparalleled customer satisfaction, and a diamond-tough work ethic. Brian graduated colle…
 
Gay Veale of Epoch Lending might be relatively new to the mortgage industry, but she brings a wealth of life experience. A 30-year veteran of the United States Air Force, Gay shares her wisdom and perspective on leveraging connections and proving your worth. Gay Veale joined the Air Force out of high school, where she would serve for the next three…
 
This week’s episode is a very special one – Broker-To-Broker host and AIME President of Membership Marc Summers is joined by AIME’s CEO Katie Sweeney and President of Advocacy Brendan McKay. It’s also National Mortgage Brokers Day (or is it week?) – so the three share their tips for celebrating the broker channel and getting the good word out there…
 
This week, join in with JP Hussey and Molitor Financial’s Craig Messman as they discuss the importance of creating structure and approaching the industry with methodical intent. Craig is one of Chicago’s top producers, and with almost 20 years of experience, he knows a thing or two about long-term success. In this episode, he shares his tips for st…
 
We are joined this week by Whitley Cooper, a nearly lifelong mortgage expert with the results to back it up. Whitley grew up in the business, and remembers her mom, herself a broker, jotting down loan applications on a napkin during long car trips. A detour into broadcast journalism led her back into mortgage, where she has found her niche. In this…
 
Breon Price is a rapidly rising star in his native Ohio. The owner of Motto Mortgage, Breon has made impressive strides only a few years into his career as a broker. A former athlete who began as an underwriter, Breon made the transition to brokerage in 2018. A mere two years later he was made managing partner, a testament to his tenacity, work eth…
 
Since 2018, Carrie Johnston has been the top producer in the state of Indiana. Carrie’s constant commitment to growing her brand is an inspiration to upcoming brokers nationwide. For over two decades, she has reigned as an unrivaled authority on the ever-changing world that is the wholesale mortgage channel. In this episode, we get her perspective …
 
We are joined this week by Dario Medrano, Broker/Owner of Home Field Lending in Las Vegas, Nevada. Mr. Medrano has enjoyed tremendous success, excelling as both a broker and a mortgage content creator. His TikTok videos regularly accrue thousands of views, with rookie and veteran brokers alike seeking out his insights. Dario and Marc also discuss t…
 
Two powerhouse lending leaders of the wholesale channel sit down for this monumental meeting of the minds to discuss the history and the future of wholesale mortgage lending and why they have given up on a retail division, deciding instead to go all-in on mortgage brokers. UWM President and CEO Mat Ishbia and Homepoint President & CEO Willie Newman…
 
At age 22, Jonathon Haddad had become the youngest banker promoted to director at Quicken Loans. By 27, after helping build out their online chat service, Jonathon was promoted to Vice President. Now, at age 30, having transitioned from retail-to-wholesale over 2.5 years ago, Jonathon leads a team of 80 employees and is using his marketing and SEO …
 
After 22 years in the industry, Mortgage Broker/Owner Jason Glass has finally decided to stop overthinking and take action. Instead of waiting for the perfect situation or over-analyzing every little detail, Jason has decided to take the time to invest in himself and his business with a growth-first mindset, all by being his true authentic self. No…
 
After a dozen years of being restrained by limited options in the retail channel, Southern California Mortgage Broker Jerry Avila decided to finally make the transition to wholesale. Jerry believes that no deal should die and that there is always a way to fight and figure things out for the borrower. Jerry started out in a similar rate environment …
 
Being an Independent Mortgage Broker is in Andy Treno’s blood. With his dad opening the first broker shop in Minnesota in 1987, loans and title companies were a part of nightly dinner table conversations, and making spreadsheets and stuffing envelopes was Andy’s summer job. After going to school to become a financial advisor, Andy got a job at a ba…
 
Within 6 months of transitioning from retail-to-wholesale, Los Angeles Broker/Owners Dustin Rosenberg and Jonathan Yoo were ranked #14 in Non-QM originations by Scottsman Guide. They have 200 loans in their pipeline at any given time and are signed up with 80 different lenders. With a strong support staff, a solidified tech stack, and an assembly l…
 
California Mortgage Broker Danny Calderon is the first Spark Grant recipient we’ve had on the podcast. After almost ten years in retail, Danny made the jump to work for himself. With the support of AIME, Spark, and the Brokers Are Better Network and Facebook Group, Danny is more than set up to succeed during this rising interest rate environment. A…
 
Looking back at his 32 years in the housing industry, Homepoint President and CEO Willie Newman has come to the conclusion that Brokers Are Better. In this special episode of Broker-To-Broker, Marc and Willie talk about the history of the wholesale channel, the importance of both finding and being a mentor, and why retail bankers should transition …
 
Virginia Broker/Owners Eric Tan and Daniel Solis credit the success of their brokerage, VA Wholesale Mortgage, to low overhead, word-of-mouth marketing, and authenticity. Back when their boardroom was a kitchen counter, Daniel fell in love with Eric’s vision to help military veterans. “You can’t hide a genuine passion,” Daniel says. Eric and Daniel…
 
Rami Daood, President and CEO of RightWay Lending, was a top producing agent at Rocket Mortgage, earning the Triple Crown President’s Club award. Having grown tired of a numbers-only game, he opened his brokerage In 2021. “The level of care [in wholesale] all the way around is way different. I don’t work on hours – I work on results.” As his busine…
 
Newman Mortgage Group‘s President and Founder, Matt Newman, began his career as a meteorologist. Realizing he was not fulfilled, he obtained his real estate license in 2006, survived the 2008 crash, then reevaluated his path in 2012. He joined Silverton Mortgage Specialists, Inc. as a loan officer in 2017 then opened his brokerage the same year. Ma…
 
Eric Eisenberg, President of Expert Home Loans, started his mortgage career at 16. As he delivered food to a local mortgage broker in New York, he was offered a part-time job in high school. As early as day three of the new position, Eric was generating eight leads a day. After attending college for one year, he started selling subprime mortgages w…
 
From mortgage application to closing, Fannie Mae West, the President of OPTIST, Inc., offers a clear process. With a name meant for the mortgage industry, Fannie entered the market in 2007 after partnering with a real estate agent. After her brokerage closed, she worked in correspondent lending while searching for a new career path. Fannie Mae open…
 
Broker/Owner of Destiny Mortgage Lending, Melanie Walburg, turns to unique sources for mortgage lead generation. “Grow and thrive, think outside the box,” she advises. During the past two years, she has originated over $60 million in mortgage loans in the state of Georgia by connecting with CPAs, divorce attorneys, and clients who have purchased or…
 
The President of Prime Mortgage, LLC, Janine Kempfer, has more than 25 years of experience in the mortgage and real estate industries. Despite purchasing her own home in her 20s, she faced challenges and eventually had to rent an apartment with her son a few years later. Having learned the burdens of saving money for a house, she developed a passio…
 
Shawn Williams, a former Division III basketball point guard, developed a winning mindset early. As the Founder and President of Fortis Mortgage and Ailen Capital, he has helped thousands of families in Washington, D.C., Maryland, and Virginia, become homeowners or refinance their homes. As a Founder of Black Men Ventures, a non-profit that provide…
 
Sal Ali, Director at InstaMortgage, has been working in the mortgage industry since he was 23 years old. Upon being offered a job at his brother’s brokerage, he entered the wholesale world. Today, Sal is a top-three originator for VA loans and VA IRRRL products in the country. Formally known as Arcus Lending, InstaMortgage recently ranked as one of…
 
Paul Olbrantz, Broker/Owner of Clear2Close Brokers, started his career at a subprime call center before moving to a large retail bank. He quickly found that adding value and obtaining better conversations with clients led to more leads and better results. In April 2019, Paul Olbrantz and his wife, Danielle Olbrantz, opened Clear2Close Brokers. As t…
 
Jason Cecco, the President of Lending Heights, LLC, didn’t go to school for finance. After graduating with a degree in Engineering from Penn State University, Jason’s cousin Joe Cecco introduced him to the world of brokerage. Jason began working at ELends Call Center in the early 2010s, where he focused on FHA streamlines and made $500 per loan. In…
 
Marc Summers and JP Hussey, host of Broker To Broker Season 1 and co-host of Season 3, celebrate the 100th episode of Broker to Broker. In this special podcast, Marc and JP review favorite perspectives and success systems from independent mortgage professionals. JP Hussey credits each guest for the advice and knowledge shared that helped grow the H…
 
Hammer J. Helmer, former mortgage originator and founder of OriginatorSuccess, began his sales career selling vacuum cleaners. Hammer pursued a mortgage career after finding that an originator led him on while buying his first condo. In 2008, he fell victim to the housing crisis but eventually found a position as a Business Development Manager at a…
 
Todd Bitter, Branch Vice President of JKS Mortgage and a prominent player in the wholesale channel, has come a long way since the 2008 recession and his first stated-value loan at 1.25%. Known for his slogan, “Answer the Damn Phone!”, Todd has had a busy past two years. In 2020, Todd closed over 345 loans and originated $11,000,000 in volume, all s…
 
Fresh out of high school, Oklahoma Broker/Owner Nick Utesch was only closing about two loans a month. Now, with almost three decades of experience under his belt, he closed nearly 500 deals last year and is the Scotsman Guide’s Ranked #1 Originator of VA loans in Oklahoma, three years in a row. Nick plowed right through the Great Recession, stayed …
 
California Mortgage Broker Joe Green is The Little Engine That Could. After first going independent just before the ’08 market crash, Joe is back but had to start from scratch. He went from buying leads with an end goal of four loans a month to becoming a 100% referral-based business averaging twelve loans a month. He doesn’t credit his success to …
 
Aaron Hinson is the epitome of what it means to be an independent mortgage broker. He runs a small team in a quaint town and is an involved community member. Aaron allows his clients the time and space to share their stories to personalize their loan process effectively. Hiring a small staff enables him to reinvest in his local community. In this e…
 
Arizona Broker/Owner Shawn Malkou is a professional YouTuber with tens of millions of views. Making six figures from YouTube before even graduating college, Shawn has years of experience to share. Shawn discusses how video marketing can enhance the background of your existing clients and help you develop a special bond with potential referrals befo…
 
Angelo Datseries, Broker/Owner of Leverage Lending Group, is out to make himself a household name in his local market of Charlotte, North Carolina. Starting his brokerage in 2007, he had to dramatically scale back his brokerage to survive the 2008 Stock Market Crash. Since that scale down, he has been organically growing back his brokerage through …
 
Arman Ghamami, a mortgage broker and branch manager with C2 Financial, has become a high-producer by putting the borrower front-and-center. He personalizes their entire process, has staff dedicated exclusively to borrower questions, and automated procedures in place to streamline the client experience. For Arman, there is a distinction between cust…
 
Brandee Stephens, a mortgage broker with Answer Home Loans, has become a top producer by helping the borrowers who are turned away the most. A majority of her clients are not credit-ready when they come to her so she works with them to improve their credit and get them ready to be homeowners. As a Mortgage Broker in the Wholesale Channel, Brandee b…
 
Amanda Rawls, a Mortgage Broker with Answer Home Loans, has become a top producer by thinking outside the box. Leaning on her experiences as a debt collector, she often takes on complicated Chapter 13 bankruptcy loans, which has allowed her to carve out her own niche within the Wholesale Channel. To keep up her production, Amanda has developed a CR…
 
As Broker/Owner of MS Lending, Michelle Dugan has become a champion for veterans and an advocate for building community. As an active member of VettedVA, a veteran education group, Michelle protects military veterans from predatory business practices and helps them get the home of their dreams. She originates in the same town where she grew up and …
 
As Broker/Owner of Mindful Mortgage Kim Clancy has become a master at building communities. For Kim, everything she does for her community is not about promoting her business, but about being a supportive member of the community. She wants to be a part of her community and she wants to be a trusted mortgage advisor to her neighbors. Implementing th…
 
As Broker/Owner of Price Mortgage, Andy Price knows how to scale a business. Starting out on his own, Andy took over a year to build out and perfect processes before he hired his first employee. Now with five years running his own brokerage, he has grown Price Mortgage to a team of 50 through organic growth and investment in his existing employees.…
 
Join us for a special edition of the Broker to Broker Podcast recorded LIVE from the floor of AIME Fuse 2021. Listen as AIME President Marc Summers pulls brokers from the crowd for quick conversations on Fuse, the future of the mortgage industry, and much more. AIME created the Fuse National Conference to aid in its mission to unite originators acr…
 
Adrian Placinta has perfected his processing to the point that he can get a clear-to-close in a week. The broker owner of True Path Loans has been honing and perfecting his processing since he joined the mortgage industry in the mid-Aughts. That expertise in processing has not only allowed him to handle a pipeline of over 100 loans as a one-man sho…
 
Angela Caputo has mastered the art of email marketing. Drawing from her database of 3,600+ clients, Angela sends out a monthly email that updates her clients on the mortgage industry and promotes products like Homebot. Her last email took her roughly five hours to create and netted her seven refinance applications. She builds that database by keepi…
 
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