Good. Better. Broker.

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UWM LIVE! Megacast Part 2 | Episode 45 May 23, 2023

Show notes

The following guests sit down with host Justin White:
• Brittney Fedele – Loan Pronto
• Michelle Dugan – MS Lending
• Lisa Lund – Lund Mortgage Team
• Jade Taylor – Alvorada Mortgage
• Justin Brown – Nuhome Team
• Ciera Taylor – Home Path Mortgage
• Lara Locke – Locke Your Loan
• Ben Lavender – Madison Mortgage Services
Interviews From Clients at UWM LIVE! On How They’re Growing Relationships and Winning Deals
For the second year in a row, thousands of independent mortgage professionals gathered in Pontiac, Michigan, for the biggest broker event of the year, UWM LIVE! In Part 2 of our special UWM LIVE! megacast, we catch up with eight UWM partners from around the country to find out how they’re leveraging products, social media and more to bring in business.
In this episode, we discuss ...
• 0:32 - Brittney Fedele interview
• 6:58 – Michelle Dugan interview
• 15:51 – Lisa Lund interview
• 20:40 – Jade Taylor interview
• 25:38 – Justin Brown interview
• 31:56 – Ciera Taylor interview
• 39:23 – Lara Locke interview
• 47:00 – Ben Lavender interview
Resources Mentioned in This Episode:
HELOCs
Temporary Rate Buydowns
Show Contributors:
Brittney Fedele
LinkedIn
Michelle Dugan
LinkedIn, Instagram, Facebook
Lisa Lund
LinkedIn, Instagram, Facebook
Jade Taylor
LinkedIn, Instagram, Facebook
Justin Brown
LinkedIn, Instagram, Facebook
Ciera Taylor
Instagram, Facebook
Lara Locke
LinkedIn, Instagram, Facebook
Ben Lavender
LinkedIn, Instagram, Facebook
Justin White
LinkedIn, Instagram, Twitter
Connect with UWM on Facebook, LinkedIn, Instagram, Twitter or YouTube
Head to uwm.com to see the latest news and updates.

UWM LIVE! Megacast Part 1 | Episode 44 May 16, 2023

Show notes

The following guests sit down with host Justin White:
• Elizabeth Cassidy - Future Home Loans
• Moose Mau - C2 Financial
• Jennifer Gormer - Integrity Home Lending
• Matt Gouge - UMortgage
• Skylar Welch - Maine Pointe Lending
• Nancy Bayat - E Mortgage Capital
• Melissa Butler - North Alabama Mortgage
• Brian Makris - Home Choice Lending
Eight Clients Who Attended UWM Live! Join Us to Talk About How They’re Generating Business
For the second year in a row, thousands of independent mortgage professionals gathered in Pontiac, Michigan, for UWM LIVE! We caught up with several UWM partners from around the country to find out how they’re leveraging technology, social media and more to bring in business.
In this episode, we discuss ...
• 0:35 – Elizabeth Cassidy interview
• 11:11 – Moose Mau interview
• 16:09 – Jennifer Gormer interview
• 24:02 – Matt Gouge interview
• 35:41 – Skylar Welch interview
• 45:12 – Nancy Bayat interview
• 54:25 – Melissa Butler interview
• 103:27 – Brian Makris interview
Resources Mentioned in This Episode:
VA Handbook
Bonzo
Show Contributors:
Elizabeth Cassidy
LinkedIn, Instagram, Facebook
Moose Mau
LinkedIn, Instagram, Facebook
Jennifer Gormer
LinkedIn, Instagram, Facebook
Matt Gouge
LinkedIn, Instagram, Facebook
Skylar Welch
LinkedIn, Instagram, Facebook
Nancy Bayat
LinkedIn, Instagram
Melissa Butler
LinkedIn, Instagram, Facebook
Brian Makris
LinkedIn, Instagram, Facebook
Justin White
LinkedIn, Instagram, Twitter
Connect with UWM on Facebook, LinkedIn, Instagram, Twitter or YouTube
Head to uwm.com to see the latest news and updates.

Bringing Top Talent to the Broker Channel | Episode 43 May 02, 2023

Show notes

The following guests sit down with host Justin White:
• Sean Lee – Sr. Vice President, AGI Family of Companies
• Mat Grella – President and Co-Founder, NEXA Mortgage
Recruiting Loan Originators to Join the Wholesale Channel Starts With Understanding Them
It’s happening month after month, week after week. Retail loan originators making the move to wholesale. Still, there are so many holdouts who haven’t yet switched. What’s a winning approach to recruiting retail LOs to the broker channel? Listen to Episode #43 of Good. Better. Broker. as we talk with a pair of mortgage brokers who have daily conversations with those interested in jumping to wholesale.
In this episode of the Good. Better. Broker. podcast, you’ll find out how offering a variety of options to retail loan originators makes them more likely to join the broker channel.
In this episode, we discuss ...
• 1:47 – Sean details his experience recruiting loan originators from retail
• 3:13 – What Sean is hearing from retail LOs on why they’re interested in switching
• 5:40 – Why Sean views his company’s model as a high-performance sports car
• 9:06 – How Sean paints a picture of the differences between retail and wholesale
• 11:30 – Sean on how his line of questioning makes a big difference in his efforts
• 16:36 – Mat’s perspective on retail LOs switching to the wholesale channel
• 17:20 – Mat describes NEXA’s approach to recruiting retail LOs
• 18:22 – How Mat approaches conversations about rates in the wholesale channel
• 22:22 – Mat on common myths he hears from retail LOs about wholesale
• 24:12 – Why Mat views product optionality as a driving force in LOs leaving retail
• 25:26 – What Mat and NEXA look for in LOs they’re recruiting
Resources Mentioned in This Episode:
Loansifter
Easy Qualifier
Success Track
Show Contributors:
Sean Lee
Connect on LinkedIn, Facebook or Instagram
Mat Grella
Connect on LinkedIn, Facebook or Instagram
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.
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 updates.

Turning Partnerships Into Production | Episode 42 Apr 18, 2023

Show notes

The following guests sit down with host Justin White:
• Jacinda Montano – BrokerOwner, Ultimate Home Lending
• Josh McReavy – Mortgage Loan Originator, Ultimate Home Lending
Finding a Partner Who Complements You as a Mortgage Broker Makes for Better Business
For any mortgage broker, it’s tough to do everything it takes to be successful on your own. When you team up with like-minded people, it can elevate your entire business. How can mortgage brokers find a partner to complement them? Listen to Episode #42 of Good. Better. Broker. as two mortgage brokers explain how working together has improved the way they do business and how much business they do.
In this episode of the Good. Better. Broker. podcast, you’ll find out how two mortgage brokers teamed up to revamp their process and, in doing so, provide more value to borrowers and real estate agents.
In this episode, we discuss ...
• 1:43 – Jacinda on the approach she and Josh have used to build their company
• 5:52 – How Jacinda recruits based on her own values as a business owner
• 7:15 – Why Josh believes in collaborating and helping others win deals
• 9:31 – Jacinda and Josh on how they complement each other
• 13:14 – Josh on how mentors helped shape his approach to the mortgage business
• 16:46 – The story of how Josh came up with an idea for a real estate agent summit
• 20:58 – Josh on his biggest takeaways from the summit
• 22:10 – Why Jacinda and Josh got licensed as continuing education providers
• 23:33 – How Jacinda ensures her clients remember her
• 25:00 – Josh on the company’s future plans for real estate agent events
Resources Mentioned in This Episode:
Tony Robbins
Zig Ziglar
Show Contributors:
Jacinda Montano
Connect on LinkedIn
Connect on Facebook
Connect on Instagram
Josh McReavy
Connect on LinkedIn
Connect on Facebook
Connect on Instagram
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.
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.

Building an Epic Brand | Episode 41 Apr 04, 2023

Show notes

The following guest sits down with host Justin White:
• Andrew Cady – Team Leader and Mortgage Loan Originator, UMortgage
When People Think of Mortgages, They Should Think of You
When assessing your brand as a loan originator, ask yourself this question: When people think of mortgages, do they think of you? Listen to Episode #41 of Good. Better. Broker. as we talk with Andrew Cady, a former retail LO who brought an epic brand with him when he switched to wholesale.
In this episode of the Good. Better. Broker. podcast, you’ll learn how to build and maintain a brand that will keep you topofmind with borrowers and referral partners.
In this episode, we discuss ...
• 1:26 – Andrew talks about his transition from retail to wholesale
• 2:42 – Andrew describes what a brand means to him
• 4:08 – How Andrew’s brand has evolved over the years
• 5:07 – The importance of borrowers and real estate agents remembering you
• 6:25 – Andrew’s advice for creating a brand
• 7:25 – The three pillars of Andrew’s company and how they influence his brand
• 10:33 – How Andrew leverages social media to amplify his brand
• 12:05 – Andrew on how he’s built a follower base of real estate agents
• 14:28 – How Andrew coaches his team on building their brand
• 18:05 – How Andrew approaches his reputation as a mortgage loan originator
Resources Mentioned in This Episode:
Temporary Rate Buydowns
Show Contributor:
Connect on LinkedIn
Connect on Facebook
Connect on Instagram
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.
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.

Engineering the Perfect Loan Process | Episode 40 Mar 21, 2023

Show notes

The following guest sits down with host Justin White:
• Jason Cecco – President, Lending Heights
Analyzing Every Facet of Your Loan Process to Impress Clients and Loan Originators
Every mortgage loan is like a puzzle that an originator must piece together. What would you see if you were to pull those pieces apart and analyze them? Listen to Episode #40 of Good. Better. Broker. as we talk with a mortgage broker who has broken down every component of the loan process as part of his mission to build the best place for a loan officer to work.
In this episode of the Good. Better. Broker. podcast, you’ll learn what it takes to build an efficient loan process and how that translates to happier originators and borrowers.
In this episode, we discuss ...
• 2:32 – What Jason looks at to make the loan process faster and easier
• 3:37 – How maximizing efficiency has helped Jason’s company grow
• 4:51 – How Jason is using predictive analytics to make his company more efficient
• 7:02 – How Jason’s company is using machine learning and AI
• 8:13 – The importance of focusing on the small details of the loan process
• 9:48 – How cross-training your team helps combat the cyclical nature of the industry
• 10:51 – Why Jason views his company’s process as a service
• 13:01 – How building a perfect process helps Jason work toward his goal of creating the best place for a loan officer to work
Resources Mentioned in This Episode:
Monday
Office 365
Chat GPT
Show Contributor:
Jason Cecco
Connect on LinkedIn
Connect on Facebook
Connect on Instagram
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.
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.

Guiding Your Borrowers Through a Purchase Market | Episode 39 Mar 07, 2023

Show notes

The following guests sit down with host Justin White:
• Allison Thenhaus – Sr. Mortgage Loan Originator, C2 Financial
• Whitney Bulbrook – Mortgage Broker, Carolina Ventures Mortgage
How to Help Your Clients Get Into the Housing Market, Despite Rising Interest Rates
Even in a market with elevated interest rates, independent mortgage brokers have opportunities to help their borrowers and their business. Listen to Episode #39 of Good. Better. Broker as two purchase-focused mortgage brokers explain why buyers have the upper hand in the current market and how you can guide them through different options to get them into homes.
In this episode of the Good. Better. Broker. podcast, you’ll find out how to empower your borrowers with strategies and products to overcome rising rates.
In this episode, we discuss ...
• 1:50 – Why Allison believes this market favors buyers compared to previous markets
• 5:00 – How the current market gives buyers more time to decide
• 7:12 – Why Allison believes the best time to buy is when most people don’t want to
• 13:53 – Which borrowers Allison is targeting in this market
• 15:43 – Which levers Allison is pulling for first-time homebuyer clients
• 18:41 – Why Whitney believes now is a good time for buyers to get into the market
• 20:18 – Whitney explains why the hard numbers can be surprising for buyers and agents
• 22:17 – Which products Whitney is using to combat high interest rates
• 23:28 – How Whitney approaches rent vs. buy conversations with clients
• 26:24 – Whitney’s biggest keys to success in a purchase market
Resources Mentioned in This Episode:
Temporary Rate Buydowns
Freddie Mac Borrow Smart℠
Show Contributors:
Allison Thenhaus
Connect on LinkedIn, Facebook or Instagram
Whitney Bulbrook
Connect on LinkedIn, Facebook or Instagram
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.
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.

Mastering New Construction Loans | Episode 38 Feb 21, 2023

Show notes

The following guests sits down with host Justin White:
• Jeff Berger – President, Groundwork Mortgage
• Brodie Calder – Broker-owner, Summit Lending
Offering a One-time Close New Construction Product opens New Doors for Mortgage Brokers
New construction loans are an untapped opportunity for many independent mortgage brokers. With a one-time close option now available, the door is open for new relationships and new business. How can mortgage brokers position this product to builders, real estate agents and consumers? Listen to episode #38 of Good. Better. Broker as two experts in the new construction space lay the foundation for success with a one-time close product.
In this episode of the Good. Better. Broker. Podcast, you’ll find out how to leverage the benefits of a one-time close new construction loan to help consumers get into their dream home and become a builder’s preferred lender.
In this episode, we discuss ...
• 2:06 – Jeff on overcoming common obstacles with new construction loans
• 4:03 – Jeff on advantages of a one-time close product for consumers
• 7:42 – Jeff on how a one-time close option helps mortgage brokers help homebuilders
• 10:01 – Jeff on how a one-time close provides more opportunity for customization
• 11:35 – Jeff’s advice on how to sell the one-time close new construction product
• 15:45 – How Brodie navigates each builder having different preferences
• 17:45 – Brodie on the benefits of a one-time close new construction loan for consumers
• 18:32 – How to pursue builders with a one-time close new construction product
• 21:28 – Brodie on how a one-time close product helps with customization options
• 24:28 – Brodie’s advice on how to sell a one-time close product to builders
Resources Mentioned in This Episode:
One-time Close New Construction product
Show Contributors:
Jeff Berger
Connect on LinkedIn
Connect on Facebook
Connect on Instagram
Brodie Calder
Connect on LinkedIn
Connect on Facebook
Connect on Instagram
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.
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.

Processing like a Pro | Episode 37 Feb 07, 2023

Show notes

The following guests sit down with host Justin White:
• Dana Lang – President and CEO, Pulse Processing
• Krysti Loftis – Vice President and COO, Pulse Processing
How Processors Can Position Themselves as Indispensable Resources for Mortgage Brokers
Processors play an integral role in getting a loan closed - but they are capable of so much more. How can processors set themselves and their mortgage broker partners up for success and help earn repeat business? Listen to episode #37 of Good. Better. Broker as we talk with the co-founders of a processing company who are looking to rewrite the playbook for processors across the industry.
In this episode of the Good. Better. Broker. podcast, you’ll learn how to perfect your processing skills.
In this episode, we discuss ...
• 1:42 – How Dana views the role of a processor
• 3:44 – Krysti’s best practices as a processor
• 5:11 – Why Dana operates with a mindset that loans are not guaranteed
• 6:36 – Krysti on some common misconceptions involving the role of a processor
• 8:44 – Dana on the most important aspects of a broker-processor relationship
• 10:37 – Krysti on the role processors play in protecting a broker’s reputation
• 12:16 – Why Dana views the loan process as a relay race with the LO and processor
• 13:59 – What Dana hears when she asks a client why they’re looking for a new processor
• 17:12 – Why Dana believes in staying humble and asking questions
• 18:16 – Krysti’s tips for brokers on setting up their processor for success
• 22:21 – Why the front end of the loan process is the LO’s time to shine
• 23:21 – Why answering the phone is so important for processors
• 25:06 – Why Dana and Krysti put an emphasis on high quality over quantity of loans
Resources Mentioned in This Episode:
Power to Processors
Show Contributors:
Dana Lang
Connect on LinkedIn
Connect on Facebook
Connect on Instagram
Krysti Loftis
Connect on LinkedIn
Connect on Facebook
Connect on Instagram
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.
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.

Down Payment Assistance Programs 101 | Episode 36 Jan 24, 2023

Show notes

The following guest sits down with host Justin White:
• Brittany Jacobs – Mortgage Loan Originator/Branch Manager, NEXA Mortgage
How to Use Down Payment Assistance Programs to Help Your First-time Homebuyer Clients
Affordability is a common barrier to entry for many prospective homebuyers. However, there are ways to get over that hurdle. How can mortgage brokers use down payment assistance programs to help their first-time homebuyer clients? Listen to episode #36 of Good. Better. Broker. as we talk with a mortgage broker who walks you through everything you need to know about DPA programs, from how to find them to how to dispel common myths about them.
In this episode of the Good. Better. Broker. Podcast, you’ll learn how to leverage down payment assistance programs to help your first-time homebuyers.
In this episode, we discuss ...
• 1:46 – Why Brittany decided to focus on down payment assistance programs
• 2:51 – The benefits of down payment assistance programs
• 3:20 – How Brittany researches DPA programs
• 5:11 – How Brittany determines if DPA programs are going to be a fit for borrowers
• 7:25 – Searching for DPA programs by state vs. county
• 8:43 – Why DPA programs aren’t advertised as much as they could be
• 12:17 – Brittany dispels some of the misconceptions that exist about DPA programs
• 13:13 – Why DPA programs aren’t only for low-income borrowers
• 16:29 - Brittany’s advice for loan originators on DPA programs
Resources Mentioned in This Episode:
The Source
Hometown Heroes
Show Contributor:
Brittany Jacobs
Connect on LinkedIn
Connect on Facebook
Connect on Instagram
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.
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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