Best Loan Structuring Podcasts (2024)

1
Loan Officer Training 10/09/2024 - Properly Structuring the Refinance: A Guide for Loan Officers 25:15

1d ago25:15

25:15

In this episode of "Loan Officer Training," we delve into one of the most impactful skills a loan officer can have: Properly Structuring the Refinance. Knowing how to set up a successful refinance deal is crucial to helping your clients achieve their financial goals—whether it's lowering their monthly payments, accessing cash, or paying off their m…

1
135. Some Legal Issues with Related Party Loans 4:32

9d ago4:32

4:32

Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today I’m talking about some legal issues with related party loans. -- If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions. www.structuring.com.au…

1
Loan Officer Training 10/10/2024 - Navigating Blanket Loans: Best Practices for Loan Officers 27:25

1d ago27:25

27:25

In this episode of "Loan Officer Training," we’re exploring Blanket Loans—a powerful tool for real estate investors looking to finance multiple properties under one mortgage. For loan officers, understanding how to effectively navigate these loans can open new opportunities with high-value clients and streamline the lending process for portfolio in…

1
The Blurring Lines Between Public & Private Credit Markets 39:30

3h ago39:30

39:30

Barings' David Mihalick and Martin Horne discuss the blurring lines between public and private credit markets and the implications for asset managers, borrowers and investors. Episode Segments: (03:17) – What’s driving the blurring of lines between public & private credit? (09:47) – The ebb and flow between the public and private loan markets (14:2…

1
Loan Officer Training 10/08/2024 - Mastering Variable Income for Loan Officers 23:25

2d ago23:25

23:25

In this episode of "Loan Officer Training," we’re tackling one of the trickiest challenges loan officers face: Mastering Variable Income. Whether you’re working with self-employed clients, freelancers, or anyone with fluctuating earnings, understanding how to effectively assess and manage variable income is crucial to expanding your client base and…

1
851: Brent Carlson: Corporate Structuring, Tax & Asset Protection Strategies 54:16

2d ago54:16

54:16

My guest in today’s episode is Brent Carlson. Brent graduated from Brigham Young University in 2004 and has been active in the industry ever since. Currently, he serves as the secretary/treasurer of the Nevada Registered Agents Association and is a member of its board of directors. With over 18 years of experience in the corporate and financial wor…

1
Leading a $100M per month firm with Otto Dargan 39:09

6d ago39:09

39:09

As the founder of Home Loan Experts, Otto Dargan, or at the very least, the firm he built, would be no stranger to a lot of mortgage brokers. In today's conversation with Otto, he elaborates on how he has developed his own leadership skills and he shares some mistakes insights and perspectives that have enabled him to grow personally and profession…

1
Loan Officer Training - 10/02/2024 - Navigating 1099 Mortgage Loans: A Loan Officer's Guide to Self-Employed Clients 27:15

7d ago27:15

27:15

Are you ready to master the art of working with self-employed clients? In this episode of Loan Officer Training, we break down everything you need to know about navigating 1099 mortgage loans. Learn how to effectively evaluate income, overcome common challenges, and provide tailored solutions for self-employed borrowers. With practical insights and…

1
Loan Officer Training 10/01/2024 - Master Short-Term Rental Property Loans 25:45

8d ago25:45

25:45

Want to supercharge your loan officer business and become the go-to expert in short-term rental property loans? In this must-listen episode of Loan Officer Training, we reveal the secrets to tapping into the fast-growing short-term rental market. Discover how to assess these lucrative investments, craft perfect loan solutions, and position yourself…

1
850: Justin Donald: How To Reduce Risks & Find Invisible Deals Right Now 53:11

9d ago53:11

53:11

My guest in today’s episode is Justin Donald. Justin is often referred to as the “Warren Buffet of Lifestyle Investing” by Entrepreneur Magazine, Justin Donald is on a mission to empower others in replacing their jobs with passive cash flow streams so they can start living the life of their dreams today. He is the author of the WSJ #1 bestseller Th…

1
ABS is among beneficiaries of music industry’s fight against AI use 13:22

13d ago13:22

13:22

As regulators bolster copyright protections amid widening artificial intelligence use in the music industry, music royalty ABS issuers and other copyright holders will benefit from the protections. Speaker: Giyora Eiger, VP-Sr Credit Officer at Moody's Ratings Host: Aaron Johnson, VP-Senior Research Writer at Moody's Ratings Related Research: Music…

1
Loan Officer Training 09/25/2024 - How To Analyze Interest Rate Fluctuations 17:37

14d ago17:37

17:37

Understanding interest rate fluctuations is crucial for any successful loan officer. In this episode of Loan Officer Training, we dive deep into the world of interest rate analysis—why rates move, how global and domestic factors impact them, and what this means for your clients. Learn how to read market trends, predict shifts, and effectively advis…

1
Loan Officer Training 09/24/2024 - How To Structure Asset Utilization Loans 19:31

18d ago19:31

19:31

Ready to master the art of structuring Asset Utilization Loans? In this episode of Loan Officer Training, we’re breaking down everything you need to know about this powerful financing option. Asset utilization loans allow borrowers to leverage their liquid assets, rather than traditional income, to qualify for a mortgage—perfect for high-net-worth …

1
849: Michael Mathe: How To Leverage Passive Real Estate Flips 39:40

16d ago39:40

39:40

My guest in this interview is Michael Mathe. Michael is an investor and entrepreneur. Michael's businesses Little Pink Houses Of America and VIP Financial Education, provide amazing business opportunities and financial education. Links: preferninja@vipfinancialeducation.com Subscribe To Our Weekly Newsletter: The Wealth Dojo: https://subscribe.weal…

1
Loan Officer Training 09/19/2024 - How to Review a Real Estate Purchase Contract 18:39

22d ago18:39

18:39

Welcome to Loan Officer Training! In this episode, we’re delving into the crucial skill of reviewing a real estate purchase contract. Whether you're new to the industry or looking to sharpen your skills, understanding the intricacies of a purchase contract is essential for facilitating smooth and successful real estate transactions. We’ll guide you…

1
Loan Officer Training 09/18/2024 - How to Disclose a Loan Without Tolerance Cures 13:11

24d ago13:11

13:11

Welcome to Loan Officer Training! In today’s episode, we're tackling the intricacies of loan disclosures and focusing on how to handle situations where tolerance cures aren’t necessary. Understanding how to properly disclose a loan without resorting to tolerance cures is key to maintaining compliance and ensuring a smooth loan process. We’ll start …

1
Loan Officer Training 09/17/2024 - How to Calculate Debt-to Income Ratios 22:25

25d ago22:25

22:25

Welcome to Loan Officer Training! In this episode, we’re diving into one of the most crucial metrics in lending: the debt-to-income (DTI) ratio. Understanding and accurately calculating DTI is essential for assessing a borrower’s financial health and their ability to manage additional debt. Join us as we break down the process of calculating DTI ra…

1
Demystifying Capital Solutions Strategies 37:50

25d ago37:50

37:50

Michael Searles, Head of North America – Capital Solutions, explains why capital solutions strategies are garnering increased interest from institutional investors looking to diversify their private credit allocations and gain access to potentially uncorrelated returns. Episode Segments: (05:42) – How Barings defines Capital Solutions strategies (0…

1
134. Trusts and Foreign Persons 5:50

26d ago5:50

5:50

Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today’s topic is all about trusts and foreign persons. -- If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions. www.structuring.com.au…

1
848: Dave Stech: How Accredited Investors Can Add A Zero To Their Net Worth 52:43

23d ago52:43

52:43

My guest in this episode is Dave Stech. Dave heads up Stech Family Office with his two sons. Their family firm, Purpose Built Investments™ (PBI), is a real estate market timing company that invests exclusively in 3 things: real estate, private lending, and early-stage technology companies, including in their self-directed IRAs. Dave graduated from …

1
Loan Officer Training 09/12/2024 - How to Structure CDFI No Income Verification Loans 22:35

30d ago22:35

22:35

Unlock the potential of alternative financing with our latest episode of Loan Officer Training! This week, we’re diving into the world of CDFI No Income Verification Loans—an essential tool for loan officers looking to serve clients with non-traditional financial situations. In this episode, we’ll break down the ins and outs of structuring these un…

1
Loan Officer Training 09/11/2024 - How to Structure Limited-Review Condo Loans 24:56

1M ago24:56

24:56

Ready to tackle the intricacies of condo financing? In this episode of Loan Officer Training, we’re diving into the essential techniques for structuring Limited-Review Condo Loans. These loans offer a streamlined approach to condo financing, and mastering their structure can set you apart in the competitive lending market. We’ll guide you through t…

1
Loan Officer Training 09/10/2024 - How to Structure 5-10 Unit Property Loans 11:34

1M ago11:34

11:34

Get ready to elevate your lending game in this episode of Loan Officer Training! We’re diving deep into the art and science of structuring 5-10 unit property loans—a crucial skill for any loan officer aiming to master multi-unit financing. Join us as we explore the strategies and best practices for crafting loan structures that work for both your c…

1
847: Dave Wolcott: The Value Of A Virtual Family Office 39:11

1M ago39:11

39:11

My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey to understand how the top one percent w…

1
846: M.C. Laubscher: How To Get Wealthy For Sure 34:05

1M ago34:05

34:05

In this episode M.C. Laubscher shares more about his new Amazon #1 best-selling book, Get Wealthy for Sure™: The #1 Financial Strategy for Business Owners to Multiply Wealth Predictably. As one of the leading voices in alternative wealth strategies and alternative asset investing, M.C.’s passion is helping business owners achieve more freedom and s…

1
Loan Officer Training 09/05/2024 - How to Structure a Buy, Rehab, Rent, Refinance, Repeat Loans 25:46

1M ago25:46

25:46

Ready to unlock the secrets of the BRRRR strategy? In this episode of Loan Officer Training, we dive deep into the Buy, Rehab, Rent, Refinance, Repeat method—a game-changer for real estate investors. Learn how to expertly structure these loans to help your clients maximize their returns and build their real estate portfolios like pros. We’ll guide …

1
Loan Officer Training 09/04/2024 - How to Structure Bank Statement Loans 38:54

1M ago38:54

38:54

Are you ready to unlock the secrets of bank statement loans and take your lending game to the next level? In this exciting episode of Loan Officer Training, we’ll show you how to master the art of structuring bank statement loans, perfect for those self-employed clients and non-traditional earners who don’t fit the standard mortgage mold. We’ll gui…

1
Loan Officer Training - How to Structure Profit & Loss Loans 23:38

1M ago23:38

23:38

In this essential episode of Loan Officer Training, we tackle one of the most complex aspects of lending—structuring Profit & Loss (P&L) loans. If you’re working with self-employed borrowers or those with variable income, mastering P&L loans is a must. Join us as we break down the key components of P&L statements, discuss how to accurately assess i…

1
133. Borrowing and On-lending Money 5:43

1M ago5:43

5:43

Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today’s episode is about borrowing and on-lending money. -- If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions. www.structuring.com.au…

1
Loan Officer Training 08/29/2024 - How to Structure a Down Payment Assistance Loan 22:07

1M ago22:07

22:07

In this episode of the Loan Officer Training podcast, we explore the essential strategies for structuring down payment assistance loans. Discover how to effectively design and manage these loans to help your clients overcome one of the biggest barriers to homeownership. We’ll cover key aspects such as eligibility criteria, types of down payment ass…

1
Loan Officer Training 08/28/2024 - How to Structure an ITIN Borrower Loan 17:37

1M ago17:37

17:37

In this episode of the Loan Officer Training podcast, we dive into the intricacies of structuring ITIN borrower loans. If you’ve ever faced the challenge of helping clients without a Social Security Number secure financing, this episode is for you. We’ll break down the key steps to successfully structure ITIN loans, from understanding eligibility r…

1
Loan Officer Training 08/27/2024 - How to Structure Blended Rates for 1st & 2nd Mortgages 18:09

2M ago18:09

18:09

In this enlightening episode of Loan Officer Training, we dive deep into the complexities of structuring blended rates for 1st and 2nd mortgages. Whether you're a seasoned loan officer or just starting out, understanding how to effectively blend rates can significantly impact your clients' financial outcomes and your own success in the industry. Jo…

1
845: Adam Carroll: The Shred Method™ 46:58

2M ago46:58

46:58

My guest in this episode is Adam Carroll. Adam has decades of experience working with families and business owners who are interested in creating massive efficiencies when it comes to their income and wealth-building capacity. With an unwavering commitment to helping people make the most of the money they make, while limiting risk, reducing tax lia…

1
Loan Officer Training 08/22/2024 - How to Structure Mixed-Use Property Loans 16:28

2M ago16:28

16:28

In this episode of Loan Officer Training, we dive into the intricacies of structuring Mixed-Use Property Loans, a vital topic for loan officers dealing with properties that combine residential and commercial spaces. We’ll explore the unique challenges and opportunities presented by mixed-use properties, including how to assess the different compone…

1
Loan Officer Training 08/21/2024 - How to Structure Bank Statement Loans 24:14

2M ago24:14

24:14

In this episode of Loan Officer Training, we explore the strategic use of Bank Statement Loans, a valuable financing option for self-employed individuals and others who may not have traditional income documentation. Discover how these loans use bank statements to verify income, making them an ideal choice for borrowers with irregular income streams…

1
Loan Officer Training 08/20/2024 - How to Structure Foreign National Loans 40:38

2M ago40:38

40:38

In this episode of Loan Officer Training, we dive into the essentials of mastering Foreign National Loans to help you broaden your client base and tap into a lucrative market. We'll cover the key aspects of working with foreign national borrowers, including understanding their unique needs, navigating the specific requirements and documentation, an…

1
132. Being Trustee of More than One Trust 5:24

2M ago5:24

5:24

Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today we will talk further about trustees of trusts and more specifically about whether the same trustee can be used more than once. -- If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and f…

1
844: Zack Geist: How To Free Yourself From Student Loan Enslavement 48:14

2M ago48:14

48:14

My guest in this episode is Zack Geist. Zack founded Student Loan Tutor in 2015, has become a leader in the student loan and finance sector, helping borrowers reduce over $662 million in student loan debt. As an expert in federal student loan repayment, Zack and his team have assisted thousands of borrowers nationwide in navigating repayment option…

1
Loan Officer Training 08/15/2024 - How to Structure Property Insurance for Financed Properties 20:26

2M ago20:26

20:26

In this episode of Loan Officer Training, we focus on the essential task of structuring property insurance for financed properties. Proper insurance coverage is crucial for protecting both the borrower and lender's interests, ensuring that assets are safeguarded against potential risks. We'll break down the different types of property insurance pol…

1
Loan Officer Training 08/14/2024 - How to Structure Rate Locks 23:13

2M ago23:13

23:13

In this episode of Loan Officer Training, we explore the intricacies of structuring rate locks, a critical aspect of managing interest rate risk for your clients. Understanding how to effectively structure rate locks can help you secure favorable terms and protect borrowers from market fluctuations. We’ll discuss the different types of rate locks, …

1
High Yield Bonds: Assessing the Landscape Today 45:43

2M ago45:43

45:43

Kelly Burton sheds light on the technical and fundamental picture for high yield bonds today as investors grapple with an increasingly noisy macroeconomic and political backdrop. Episode Segments: 02:30 – Kelly’s background and role at Barings 05:18 – What market technicals are telling us about high yield 09:26 – Assessing issuer fundamentals again…

1
Loan Officer Training 08/13/2024 - How to Properly Set Expectations for a Successful Closing 26:24

2M ago26:24

26:24

In this episode of Loan Officer Training, we delve into the essential practice of setting expectations to ensure a smooth and successful closing. Proper expectation management is key to navigating the complexities of the mortgage process and fostering trust with clients. We'll discuss effective communication techniques to clearly outline the steps …

1
843: Christos Athanasiou: Tiny Homes Cashflow 48:41

2M ago48:41

48:41

The guest in this episode is Christos Athanasiou. Since 2006, Christos Athanasiou has owned and operated an NYC-based multidisciplinary boutique architectural design practice primarily focused on hospitality, with projects in the US, Europe, and Asia. As an expansion of that practice, he co-founded miniMAX in 2020, a prefab company uniquely positio…

1
Loan Officer Training 08/08/2024 - How to Structure an Appraisal Reconsideration of Value 34:29

2M ago34:29

34:29

In this episode of Loan Officer Training, we delve into the critical process of structuring an appraisal reconsideration of value. Understanding how to navigate this process can be a game-changer for loan officers looking to advocate effectively for their clients. We'll break down the steps involved in preparing a compelling reconsideration request…

1
Loan Officer Training 08/06/2024 - How to Structure a HELOC Combo Loan 18:50

2M ago18:50

18:50

In this episode of Loan Officer Training, we explore the intricacies of structuring a HELOC Combo Loan. Combining a Home Equity Line of Credit (HELOC) with a traditional mortgage can provide clients with greater flexibility and financial advantages. Join us as we delve into the key components of a HELOC Combo Loan, including how it works, the benef…

1
131. Trustees of Discretionary Trusts 5:56

2M ago5:56

5:56

Fan Mail - Send us a Text Message Terry Waugh is a solicitor, mortgage broker and tax adviser. Today’s topic is all about trustees of a discretionary trust. -- If you would like to ask a question which could be answered by Terry on the podcast please go to the podcast page and follow the instructions. www.structuring.com.au…

1
842: Gary Young: How To Cashflow Music Royalties 51:01

2M ago51:01

51:01

My guest in this episode is Gary Young. Gary is the CEO of the Royalty Exchange, an online platform where investors can invest in music royalties for income. Interview Links: Royalty Exchange https://www.royaltyexchange.com/. Subscribe To Our Weekly Newsletter: The Wealth Dojo: https://subscribe.wealthdojo.ai/ Download all the Niches Trilogy Books:…

1
Loan Officer Training 08/01/2024 - How to Review Credit Reports and Structure Rapid Rescores 32:36

2M ago32:36

32:36

In this episode of Loan Officer Training, we explore the crucial skills of reviewing credit reports and structuring rapid rescores. Learn how to accurately read credit reports, identify key factors affecting credit scores, and spot common errors that may impact loan approval. Discover effective strategies for rapid rescores to quickly boost credit …

1
The Multi-Decade Opportunity in U.S. Residential Real Estate 42:17

2M ago42:17

42:17

The U.S is experiencing a housing crisis driven by a lack of new supply and challenged affordability. But for investors providing the capital to modernize the country’s stock of housing, attractive returns may lie ahead. Maureen Joyce explains. Episode Segments: (04:41) – The key factors driving the U.S. housing crisis (09:02) – The demographic gro…

1
841: Amber Vilhauer: How To Achieve Infinite Impact With Your Business 45:12

3M ago45:12

45:12

My guest in this episode is Amber Vilhauer. Amber is a Books & Business strategist, multi-bestselling author, speaker, and Founder of NGNG Enterprises (No Guts No Glory), an Inc. 5000 top marketing agency. Amber has helped thousands of entrepreneurs align their business with their core talents and desires to naturally scale revenue and impact. She …

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Loan Structuring Podcasts

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