AIME Podcast Network

Latest Episodes:

The Importance of Marketing and Building a Brand (with Jason Erickson) – Episode 39 Jul 13, 2020

Show notes

From working at a gym to becoming a successful self-producing loan officer, Jason Erickson of Barrett Financial Group has built his career on utilizing organic marketing techniques and remaining true to himself. According to Jason, it’s important to not only focus on promoting your business on social media, but share aspects of your personal life to bring a more humanized approach to your online presence. Tune into this week’s episode of Broker to Broker to learn more about the importance of staying educated on industry guidelines and how to effectively develop rapport with your clients.

Show Notes:

Journey Into the Mortgage Industry (3:11)
Framework of the Team (9:04)
Using Social Media to Drive Engagement (12:34)
Establishing a Workplace Dynamic (24:53)
Flow of the Loan Process (30:59)
Advice to New Loan Officers (41:08)

The post The Importance of Marketing and Building a Brand (with Jason Erickson) – Episode 39 appeared first on AIME.

The Process of Implementing Efficient Systems (with Nick Heth) – Episode 38 Jul 06, 2020

Show notes

As a self-producing broker owner, Nick Heth of Phoenix Mortgage Brokers has focused on standing out from his competitors by becoming well-versed in areas of the mortgage industry that others might not always understand. According to Nick, the best way to provide for your clients is to educate yourself on every aspect of the loan process and work toward finding your niche as an independent mortgage broker. Tune into this week’s episode of Broker to Broker to learn more about the importance of continuously adding to your database and implementing regimented systems into your business.

Show Notes:

Journey Into the Mortgage Industry (3:00)
Marketing for the Business (12:26)
Purchase Business in Arizona (13:44)
Utilizing Systems (15:41)
Pre Approval Process (28:50)
Advice to New Loan Officers (41:00)
Future of the Industry (43:12)

The post The Process of Implementing Efficient Systems (with Nick Heth) – Episode 38 appeared first on AIME.

Why Authenticity is the Key to Growing Your Business (with Tom Ahles) – Episode 37 Jun 29, 2020

Show notes

From running nightclubs to owning a high volume brokerage, Tom Ahles of Edge Home Finance Corporation has always approached his business with a relationship-based mindset. According to Tom, it’s important to grow your business organically and focus on offering the best deals possible for your clients. If you’re giving them a valuable experience, it’ll ultimately lead to more referrals and loans within your pipeline. Tune into this week’s episode of Broker to Broker to learn more about how you can create a positive reputation within the mortgage industry and share motivational success stories with your loan officers.

Show Notes:

Getting to Know Tom (3:11)
Having an Organic Growth Mindset (10:53)
Originating Loans as a Broker Owner (13:51)
Breaking Down the Systems (17:29)
Motivating Your Loan Officers (23:42)
Business Partners on the Real Estate Side (28:37)
How to Get Started in the Mortgage Industry (32:05)
Future of the Industry (35:54)

The post Why Authenticity is the Key to Growing Your Business (with Tom Ahles) – Episode 37 appeared first on AIME.

The Importance of Focusing on the Client Experience (with Irene Amato) – Episode 36 Jun 22, 2020

Show notes

As a successful woman in a male dominated industry, Irene Amato of A.S.A.P Mortgage has solely built her business on the importance of bringing motivation into the company culture and participating in community outreach efforts. She believes in hiring like-minded individuals who carry similar values and focus on providing each client with an exceptional experience during their home buying process. Tune into this week’s episode of Broker to Broker to learn more about how Irene uses her knowledge and the necessary tools to help consumers achieve the American dream of homeownership.

Show Notes:

Learning About Irene (4:07)
Breaking Down the Business (12:11)
Advertising Through Community Outreaches (16:24)
The Four Pillars of Company Culture (24:07)
Branding Yourself in the Mortgage Industry (36:57)
Future of the Industry (49:22)

The post The Importance of Focusing on the Client Experience (with Irene Amato) – Episode 36 appeared first on AIME.

The Benefits of Systemizing as a One Man Shop (with Dan Patty) – Episode 35 Jun 15, 2020

Show notes

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.

How to Become a Trusted Advisor for Your Clients (with Dan Lourenco) – Episode 34 Jun 08, 2020

Show notes

Whether you’re a seasoned broker or new to the channel, it’s important to center your business model around the needs of your consumers. As a loan originator, you should focus on having a balanced mindset and building trustworthy relationships in order to succeed in the mortgage industry. If you work hard in the beginning, you’ll end up benefiting even more in the long run. Tune into this week’s episode of Broker to Broker to learn more about how you can become a true advisor for your clients and why it’s important to market directly to your community.

Show Notes:

All About Dan (3:18)
Transitioning from Retail to Broker (18:11)
Understanding the Business Model (20:17)
Dynamic of Working as a Married Couple (31:21)
Maintaining a Balanced Mindset (36:37)
Advice for New Loan Officers (41:13)
Future of the Industry (46:30)

The post How to Become a Trusted Advisor for Your Clients (with Dan Lourenco) – Episode 34 appeared first on AIME.

Developing a Successful Real Estate Partner Relationship (with Barb Multari) – Episode 33 Jun 01, 2020

Show notes

From graduating college with a degree in engineering to joining the broker channel, Barb Multari of Pathway Mortgage Group has succeeded through the challenges of opening her own brokerage and establishing a local reputation for herself after uprooting her entire life to move across the country. As Barb and her husband work together to grow their business, they’ve learned to combine their niches to become a high volume brokerage and create an exceptional client experience. Tune in to this week’s episode of Broker to Broker to learn more about the importance of developing a personal connection with your real estate partners and understanding how your mental outlook can help you achieve success.

Show Notes:

Transitioning from Retail to Broker (2:46)
The Flexibility of a Smaller Brokerage (5:05)
Challenges of Owning a Company (7:28)
Forming Relationships with Real Estate Agents (15:28)
Building Your Business (22:03)
The Process of Originating a Loan (32:29)
Future of the Industry (41:10)
Advice to Loan Officers (44:26)

The post Developing a Successful Real Estate Partner Relationship (with Barb Multari) – Episode 33 appeared first on AIME.

Utilizing Technology to Create a Customized Client Experience (with Andy Harris) – Episode 32 May 26, 2020

Show notes

From dealing with his family’s financial struggles as a child to becoming a self-made millionaire, Andy Harris of Vantage Mortgage Group has dedicated his career in the mortgage industry to focusing on establishing effective systems and staying ahead of competition. According to Andy, incorporating technology into your business can create a customized consumer experience and help independent mortgage brokers better adapt to the ever-changing housing market. Tune into this week’s episode of Broker to Broker to learn how you can differentiate yourself to appeal to the new millennial buyers and the importance of developing your own daily checklist to measure productivity.

Show Notes:

Getting to Know Andy (2:38)
Banking Originator vs. Broker Originator (9:25)
Similarities Between the Housing Crash vs. Today’s Market (12:31)
Producing Loans as a Broker/Owner (18:25)
Incorporating Technology into Business (42:50)
A Day in the Life of Andy Harris (47:46)
Future of the Mortgage Industry (53:23)
Transitioning from Retail to Independent Mortgage Broker (58:01)

The post Utilizing Technology to Create a Customized Client Experience (with Andy Harris) – Episode 32 appeared first on AIME.

Building Your Business Using a Process-Focused Approach (with Nate Davis) – Episode 31 May 18, 2020

Show notes

Mixing his analytical background and determined mindset, Nate Davis of Florida Mortgage Firm has focused immensely on creating effective processes to benefit not only the consumer but his real estate partners and loan officers as well. According to Nate, consistency is the key to developing healthy habits that will improve your business and relationships. As a business owner or loan officer, implementing a sense of repetition into your business structure can make everything that much easier in the long run. Tune into this week’s episode of Broker to Broker to learn more about the importance of paying attention to detail throughout the loan process and falling in love with the habits of success.

Show Notes:

The Process of a Loan (10:42)
Expanding the Business (26:47)
Marketing Efforts to Bring in Leads (33:29)
Future of the Mortgage Industry (40:29)
Putting the Fire Back Into Your Loan Officers (48:44)

The post Building Your Business Using a Process-Focused Approach (with Nate Davis) – Episode 31 appeared first on AIME.

How to Develop and Maintain Strong Client Relationships (with Katrina DiBiase) – Episode 30 May 11, 2020

Show notes

What are you doing to stay top of mind with your clients? Katrina DiBiase of North Star Mortgage Group believes that forming a solid and valuable relationship with your clients is the key to growing your business. Whether it’s meeting in-person to discuss their loan application or delivering personalized gift baskets, you focus on making personal connections with your clients rather than providing just a transactional experience. Tune in to this week’s episode of Broker to Broker to learn more about how Katrina maintains a high level of volume and the benefit of doing your research ahead of time to add increased value throughout the loan process.

Show Notes:

Getting to Know Katrina (3:03)
The Loan Process Impact (6:59)
Set-Up of the Business (9:37)
Organically Driving Business (17:44)
Overall Client Experience (25:55)
Advice to Loan Officers (35:58)
Future of the Industry (39:26)

The post How to Develop and Maintain Strong Client Relationships (with Katrina DiBiase) – Episode 30 appeared first on AIME.

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