The following guest sits down with host Justin White:

• Darren Copeland – President and CEO, Summit Lending


Removing All Barriers So Loan Originators Can Do What They Do Best - Sell

There’s a saying that goes “either you control your day, or your day controls you.” This rings true for mortgage brokers, who are constantly trying to determine how to effectively manage their daily responsibilities. How can LOs spend more time on activities that bring in revenue? Listen to Episode #82 of Good. Better. Broker. as we sit down with a broker who dedicates time to sales and marketing every single day and coaches his LOs to do the same.

In this episode of the Good. Better. Broker. podcast, you’ll learn how time blocking can help grow your network and business.


In this episode, we discuss ...

• 1:40 – what it means to live in your green zone
• 2:56 – the importance of having a business plan
• 4:16 – why time blocking matters to mortgage loan originators
• 6:04 – being proactive to drive business
• 7:09 – figuring out your real estate agent targets
• 8:28 – why success is measured by quality conversations
• 10:08 – how to determine how many referral partners you need
• 11:47 – making online reviews and social media about your referral partners
• 13:30 – Darren’s tracker for living in your green zone
• 15:29 – how living in the green zone has impacted Darren’s LOs


Resources mentioned in this episode:

MMI
RETR
Model Match


Show Contributor:

Darren Copeland
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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


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Head to uwm.com to see the latest news and updates.

The following guest sits down with host Justin White:

• Jonathan Esposito – Mortgage Broker, Rîze Mortgage


Why it’s Important for Mortgage Brokers to have a Structured Loan Process as they Grow

Closing loans is the goal for every originator – but to grow, there needs to be a blueprint for how every loan and every relationship is handled. How can mortgage brokers set up a loan process that is both repeatable and scalable? Listen to episode #81 of Good. Better. Broker. as we sit down with a broker who is winning over real estate agents and borrowers with a process that always puts them first.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to earn business by having a structured loan process.


In this episode, we discuss ...

• 1:16 – Jonathan’s path from the Ivy League to working as a mortgage broker
• 2:07 – why following a repeatable process is important in business
• 5:32 – what makes Jonthan’s process repeatable and scalable
• 6:35 – Jonathan’s experience in tech sales helps him as a mortgage broker
• 8:03 – Jonathan’s experience as a real estate investor
• 9:29 – why working backwards works well for Jonathan
• 10:42 – keys to Jonathan’s relationships with his real estate partners
• 3:38 – how to manage real estate partners’ requests
• 18:15 – the value Jonathan’s real estate partners find in his repeatable process
• 19:15 – why Jonathan hired a social media specialist
• 21:50 – being intentional with outreach
• 23:45 – Jonathan’s plans for future growth


Resources mentioned in this episode:

ChatUWM


Show Contributor:

Jonathan Esposito
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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.

The following guest sits down with host Justin White:

• Ann Sullivan – Sr. Loan Officer, Lending Heights


Strategies for Mortgage Brokers to Guide Homeowners on Leveraging their Home Equity

With home values at all-time highs, homeowners have an incredibly powerful tool in their equity. How can mortgage loan originators help clients decide how or if they should use it? Listen to episode # 80 of Good. Better. Broker. as we discuss the different ways to take advantage of home equity and how it can benefit a consumer’s financial wellbeing.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to guide homeowners to leverage their equity.


In this episode, we discuss ...

• 1:37 – how Ann advises her borrowers on using their home equity
• 2:03 – how home equity can combat credit card debt
• 3:10 – clients who have a low mortgage rate and high credit card debt
• 4:17 – conversations with borrowers about rate vs. payment
• 6:20 – questions to ask borrowers about debt consolidation opportunities
• 8:29 – the responsibility of a loan originator to assess clients’ finances
• 9:54 – how consumers look at the equity they have in their home
• 11:07 – how investors can leverage their equity
• 13:36 – borrowers who want to wait to refinance until rates come down
• 16:00 – the difference between doing refinances now and the last refi boom
• 18:15 – Ann’s message to loan officers on conversations with borrowers about equity


Resources mentioned in this episode:

Home Value Estimator


Show Contributor:

Ann Sullivan
Connect on LinkedIn
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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.