Good. Better. Broker.

• How to Own an Open House | Episode 111

  The following guest sits down with host Justin White:•   Steve White – Loan Officer, Milestone Mortgage SolutionsMaximize Opportunities at Open Houses With a Strategic Approach to NetworkingOpen houses present a big opportunity for mortgage loan originators to get more business – but only if they have a gameplan going in. What should LOs do at an open house to turn leads into loans? Listen to Episode #111 of Good. Better. Broker. to find out why everyone at an open house is a potential client.In this episode of the Good. Better. Broker. podcast, you’ll learn how to leave an open house with more business opportunities and stronger real estate agent relationships.In this episode, we discuss...•   1:23 – how Steve has achieved success early in the first five years of his career•   2:24 – how having a positive attitude has helped Steve•   4:58 – Steve’s definition of “Mortgage University”•   6:45 – how Steve built his business by going to open houses•   8:37 – why Steve views open houses as a major opportunity for LOs•   9:24 – how to determine if a homebuyer could be a potential client•   11:51 – overcoming objections from potential clients•   13:30 – the number one question buyers don’t ask themselves•   14:55 – why Steve no longer carries business cards•   17:54 – the value of being available on weekends•   20:43 – why Steve prioritizes overcommunication with borrowers and agents•   21:40 – Steve’s message to other LOs to stay positiveShow Contributors:Steve WhiteConnect on FacebookConnect on InstagramAbout the Host:Justin White is UWM’s in-house brand journalist and the host of UWM Daily. 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. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates.

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• Purpose and Presence: Finding Your Rhythm as a Mortgage Broker | Episode 110

  The following guest sits down with host Justin White:•   Alysha Boles – Mortgage Advisor, Edge Home FinanceStop Comparing Yourself to Others and Start Running Your Business to Fit Your VisionOne of the best parts of being an independent mortgage broker is that there’s no cookie-cutter way to do it. How can mortgage brokers have a business that aligns with their professional and personal goals? Listen to Episode #110 of Good. Better. Broker. to find out how to have success without sacrificing the things that matter most. In this episode of the Good. Better. Broker. podcast, you’ll learn how to build a business that serves the needs of your clients, team members and family.In this episode, we discuss ...•   1:48 – building a business around life as a parent•   2:51 – forcing yourself into the mold of a top producer•   4:19 – how to stop comparing yourself to other LOs•   5:51 – building a team based on people’s strengths •   7:31 – how Alysha found help through a Facebook moms’ group •   11:09 – being transparent with your team •   12:18 – how Alysha’s hiring strategy aligns with her growth plan•   13:13 – why being a broker creates flexibility•   14:16 – why Alysha focuses on “heart money”•   15:28 – playing the role of financial advisor as a mortgage broker•   17:35 – advice for other mortgage brokers on doing things their wayShow Contributors:Alysha BolesConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM’s in-house brand journalist and the host of UWM Daily. 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. Connect with Justin on LinkedIn, Instagram or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates.

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• Referral Goldmine: How to Turn Value Into Endless Leads | Episode 109

  The following guests sit down with host Justin White:•   Chirag Rachhadia and Vipul Hapani, Vema MortgageEarn Client Referrals by Providing Immeasurable Value Through ServiceIt’s a dream scenario for any mortgage loan originator – leads falling into your lap. How can mortgage brokers get to a point where clients regularly refer them business? Listen to Episode #109 of Good. Better. Broker. to learn how two of North Carolina’s top producers have built their business on providing unrivaled value to their borrowers and referral partners.In this episode of the Good. Better. Broker. podcast, you’ll hear how to deliver a level of service that will have clients referring you leads without asking them to do so.In this episode, we discuss ...•   1:39 – Chirag and Vipul’s transition from physical therapy to mortgages•   3:30 – how Chirag and Vipul get word-of-mouth referrals•   4:41 – creating a loan experience that leads to referrals•   5:38 – thanking clients who send referrals•   6:40 – the importance of an initial client call•   7:57 – how Chirag and Vipul use a messaging app to communicate with clients•   9:31 – why sharing industry news helps reputation•   10:28 – purchase strategy•   11:48 – focusing on lower loan amounts•   12:33 – staying in front of clients•   13:41 – how Chirag and Vipul ended up in Charlotte, NC•   17:24 – why being available outside business hours is importantResources mentioned in this episode: WhatsAppShow Contributors:Chirag RachhadiaConnect with Chirag on LinkedIn Connect with Chirag on FacebookConnect with Chirag on Instagram Vipul HapaniConnect with Vipul on LinkedIn Connect with Vipul on FacebookConnect with Vipul on Instagram About the Host:Justin White is UWM’s in-house brand journalist and the host of UWM Daily. 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. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTube   Head to uwm.com to see the latest news and updates.

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• How to Make a Mortgage Feel Personal | Episode 108

  The following guests sit down with host Justin White:•   Loli Martinez Calbert and Alix Pate, Dream Team LendingMortgage Brokers Who Treat Their Clients So Well They Become Friends‘Fast, friendly and efficient’ isn’t just a tagline for Dream Team Lending – it’s how they run every facet of their business. How can mortgage brokers attract clients simply by showing how invested they are in their experience?  Listen to Episode #108 of Good. Better. Broker. to learn how the founders of Dream Team Lending form relationships that last well beyond the loan process.In this episode of the Good. Better. Broker. podcast, you’ll hear how to deliver customer service that makes borrowers and real estate agents want to refer you.In this episode, we discuss ...•   1:36 – the dynamic between Loli and Alix•   2:18 – how Loli and Alix divide and conquer •   4:15 – increasing visibility for the Dream Team brand•   5:45 – how their efforts have impacted business•   6:48 – Loli and Alix’s tagline and what it means for clients and referral partners•   7:57 – why Loli and Alix’s dynamic helps to attract business•   8:57 – how Loli and Alix push each other outside their comfort zones•   10:28 – why business is also personal for Loli and Alix•   12:06 – how being partners helps enhance customer service•   14:45 – why finding joy in your job makes people want to work with you•   16:01 – how Loli and Alix first started working togetherShow Contributors:Loli Martinez CalbertConnect with Loli on LinkedIn Connect with Loli on FacebookConnect with Loli on Instagram Alix PateConnect with Alix on LinkedIn Connect with Alix on FacebookConnect with Alix on Instagram About the Host:Justin White is UWM’s in-house brand journalist and the host of UWM Daily. 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. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTube Head to uwm.com to see the latest news and updates.

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• Power Partners: Secrets to Thriving as Broker-Owners | Episode 107

  The following guests sit down with host Justin White:•   Taylor Coulton and Jeff Summy, Co-founders, Federal First Lending How Brokers Can Navigate Building a Company With a PartnerBehind every successful partnership is an ability to compromise and complement one another. For the broker-owners of Federal First Lending, company strategy is guided by one fundamental question – what is going to bring in more loans? Listen to Episode #107 of Good. Better. Broker. as we go inside the dynamic of friends turned co-founders of a growing mortgage broker shop.In this episode of the Good. Better. Broker. podcast, you’ll hear how broker-owners navigate the responsibilities of building a company.In this episode, we discuss...•   1:25 – when childhood friends become business partners•   4:54 – how Taylor and Jeff lean on each other•   6:52 – the benefits of a ‘divide and conquer’ approach•   8:13 – launching the company from Taylor’s apartment •   9:40 – recruiting loan originators•   10:33 – growing at an appropriate pace•   12:41 – why you can’t make someone put in the work to be successful•   16:07 – adapting a direct-to-consumer model to their company•   17:44 – splitting up the responsibilities for leading the business•   21:04 – knowing who to go to with questions•   22:22 – why Taylor and Jeff have done coaching togetherShow Contributors:Taylor CoultonConnect with Taylor on LinkedIn Connect with Taylor on FacebookConnect with Taylor on Instagram Jeff SummyConnect with Jeff on LinkedIn Connect with Jeff on FacebookConnect with Jeff on Instagram About the Host:Justin White is UWM’s in-house brand journalist and the host of UWM Daily. 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. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates.

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