E Mortgage Capital public
[search 0]
More
Download the App!
show episodes
 
Welcome to "Coffeez for Closers," a podcast that brings the heart and expertise of a family-owned business to the forefront of entrepreneurial and business discussions. Hosted by Joseph Shalaby, Broker and CEO of E Mortgage Capital Inc., this show delves into the world of business with the warmth and wisdom that only comes from a leader who has built a successful company from the ground up with close friends and colleagues. Each episode, Joseph Shalaby draws on his own experiences and those ...
  continue reading
 
Artwork

1
Be The Bank

Justin Bogard

Unsubscribe
Unsubscribe
Monthly+
 
On this show we will discuss and debate topics centered in and around Real Estate Investing. Our Host, Justin Bogard, shares insights into investing in Real Estate to create real wealth and passive income for you and your family. He'll share stories of Real Estate Investments done Right! Walk you through the process of owning a Real Estate Note. Most importantly, Educate you, so you can Be The Bank!!
  continue reading
 
Want to keep on the pulse of banking innovation? “Banking on Disruption Daily” delivers a power-packed 3-minute dose of the hottest financial headlines. From fintech breakthroughs to regulatory shakeups, we distill the day's most crucial banking news. Perfect for industry pros and curious minds alike. Tune in daily and stay ahead in the fast-paced world of finance!
  continue reading
 
Scaling a business is one of the major accomplishments for any entrepreneur. Among other things, it allows them to earn much higher revenue. However, many believe that they can never reach this stage because of their lack of knowledge and connections. That's why they choose to remain stuck where they are. They become content with their comfort zones, with no hope of growing at all. Time to end this mindset right here as we reveal Underground Wealth Secrets! Find out how to level up your busi ...
  continue reading
 
Loading …
show series
 
First up: Pennsylvania-based Customers Bancorp has been hit with an enforcement action by the US Federal Reserve due to significant deficiencies in its risk management and anti-money laundering practices. The bank must submit a plan within 60 days to improve its digital asset strategy and compliance program. Next: Bank of America faces scrutiny for…
  continue reading
 
Trevor Barrett, the dynamic founder of Barrett Financial, has revolutionized the mortgage industry with his forward-thinking leadership. Under his guidance, Barrett Financial has grown to over $2 billion in loan originations annually, serving clients across 30 states. With a commitment to excellence, Trevor has led his team to earn top rankings in …
  continue reading
 
Federal Reserve Debate: Donald Trump's comments about presidential influence over the Federal Reserve have raised concerns about the central bank's independence and the risk of inflation, echoing historical instances like the 1970s. Ripple Labs Settlement: Ripple Labs has agreed to pay a $125 million fine to the SEC over XRP token sales as an unreg…
  continue reading
 
First up today, we discuss how platforms and neobanks are leveraging direct deposits for revenue growth and customer loyalty, with standout performances from SoFi, LendingClub, Chime, Block's Cash App, and Monzo highlighting the trend. In Fintech news, Texans Credit Union has partnered with Atomic Financial and Alkami Technology to launch a new dir…
  continue reading
 
Welcome to Banking on Disruption Daily for Wednesday, August 7th, 2024. I'm Fred Cadena. First up today, US fintech Octane has secured a $50 million Series E funding round, exclusively from existing backers led by Valar Ventures and Upper90. Founded in 2014, Octane serves the powersports market and plans to use the new funds for market expansion an…
  continue reading
 
Dan Fleyshman, the youngest founder of a publicly traded company at 23, launched the "Who’s Your Daddy" energy drink, now in 55,000 stores. He has sold $15 million worth of clothing and co-founded one of the top five global online poker sites. As an angel investor, he has invested in over 36 companies and founded Elevator Studio, managing influence…
  continue reading
 
First up today: A PYMNTS Intelligence report reveals that more than half of U.S. consumers now use peer-to-peer (P2P) apps like Venmo and Zelle, raising concerns over growing fraud. Financial institutions are increasingly leveraging AI and machine learning to combat impostor scams and maintain trust. In job market news: July saw a slowdown in job g…
  continue reading
 
First up, Mastercard and Visa are ramping up cybersecurity by deploying advanced AI to detect and prevent fraud, aiming to enhance consumer trust in digital payments. In card news, Chase and DoorDash renew their collaboration, offering new perks like recurring discounts and a complimentary DashPass for new cardholders. DoorDash expands its delivery…
  continue reading
 
First up today, mortgage servicing rights have surged in value amidst high interest rates, but the industry's future remains uncertain as experts debate upcoming economic shifts. In other interest rate news, the Federal Reserve's meeting might be overshadowed by the Bank of Japan's decisions on potential tightening, significantly impacting global m…
  continue reading
 
First up today, Embedded Finance is making waves by integrating financial services directly within platforms like ride-sharing apps and e-commerce sites, offering a seamless user experience. Next, three federal bank regulatory agencies are evaluating steps to ensure banks handle risks in their FinTech partnerships, emphasizing effective risk manage…
  continue reading
 
Jonathon Haddad is the Chairman and CEO of AIME (Association of Independent Mortgage Experts), a leading organization dedicated to supporting independent mortgage professionals. Under his leadership, AIME has grown to serve thousands of independent mortgage brokers across the country, advocating for the broker community and providing essential reso…
  continue reading
 
Welcome to Banking on Disruption Daily for Friday, the 26th of July, 2024. I'm Fred Cadena with today's top stories.First up, federal regulators have issued a joint warning about significant risks in bank-fintech partnerships, emphasizing the need for robust cybersecurity, proper data handling, and regulatory compliance.Next, BNP Paribas has identi…
  continue reading
 
Welcome to Banking on Disruption Daily for Thursday, July 25th, 2024. I’m Fred Cadena.First up today, New York Community Bancorp faces a quarterly loss and plans to sell its mortgage servicing unit to streamline operations and boost capital amid rising interest rates and economic pressures. Investors are eyeing the impact of these strategic moves o…
  continue reading
 
Welcome to Banking on Disruption Daily for Wednesday, July 24, 2024. I’m Fred Cadena.First up today, small banks are reassuring stakeholders about the health of their commercial real estate loans amidst broader economic concerns. These institutions report low delinquency rates and stable asset performance, benefiting from their close relationships …
  continue reading
 
Welcome to Banking on Disruption Daily for Tuesday, July 23rd, 2024. I’m Fred Cadena.First up, Google has decided to continue using third-party cookies in its Chrome browser, reversing its earlier plan to phase them out. This move follows pushback from advertisers and regulators, and signifies Google's ongoing efforts to balance user privacy with t…
  continue reading
 
Welcome to Banking on Disruption Daily for Monday, July 22nd, 2024. I’m Fred Cadena.First up today, the US Consumer Financial Protection Bureau (CFPB) has proposed a new interpretive rule that mandates clearer consumer disclosures for payday loan advances under the Truth in Lending Act. Transparency in fees and practices is emphasized to prevent ex…
  continue reading
 
Welcome to "Banking on Disruption Daily" for Saturday, July 20th, 2024. I’m Fred Cadena. First up today, the Federal Reserve Board fines Green Dot $44 million for alleged unfair and deceptive practices linked to its prepaid debit card products and tax return payment services. The firm is mandated to enhance its risk management programs and hire an …
  continue reading
 
Welcome to Banking on Disruption Daily for Sunday, July 21, 2024. I’m Fred Cadena.First up today, rumors are rife that former President Donald Trump may announce a U.S. Bitcoin strategic reserve at the upcoming 2024 Bitcoin Conference in Nashville. This move could elevate Bitcoin’s status alongside traditional assets within the U.S. Treasury’s rese…
  continue reading
 
Erik Huberman is the founder and CEO of Hawke Media, a leading marketing agency valued at over $150 million. Recognized for his entrepreneurial success, Erik has been featured in Forbes' 30 Under 30, Inc. Magazine’s Top 25 Marketing Influencers, and CSQ’s 40 Under 40. He also co-founded Hawke Ventures, a venture capital fund, and authored "The Hawk…
  continue reading
 
Welcome to Banking on Disruption Daily for Friday, July 19, 2024. I’m Fred Cadena.First up, a massive tech outage worldwide disrupted banks, businesses, airlines, and even emergency services. Major financial institutions like Bank of America and JPMorgan Chase faced significant operational challenges due to a technical glitch at cybersecurity firm …
  continue reading
 
In today's episode: - The European Central Bank leaves interest rates unchanged, with market eyes on future policy directions as the euro strengthens against the dollar. - The Consumer Financial Protection Bureau classifies payroll advances, or "earned wage access," as loans, prompting potential regulatory changes and industry pushback. - EPAM’s Co…
  continue reading
 
First up today, Morgan Stanley is leveraging artificial intelligence to enhance its financial adviser operations, streamlining tasks and improving client interactions for better financial outcomes. Next, studies reveal that call centers and bank branches remain significant vulnerabilities in fraud prevention, with cybercriminals exploiting these en…
  continue reading
 
Welcome to Banking on Disruption Daily for Tuesday, July 16, 2024! - The Supreme Court has issued rulings likely to benefit fintech companies by lowering barriers for them to enter the banking industry, potentially spurring competition and innovation in financial services. - Federal Reserve Chairman Jerome Powell expressed optimism about cooling in…
  continue reading
 
Ben Teerlink is the founder and CEO of Mobility Market Intelligence (MMI), a leading provider of data intelligence and market insight tools for the mortgage and real estate industries. Under his leadership, MMI serves over 350 enterprise customers, including 20 of the top 25 lenders in the U.S. Teerlink's innovative approach earned him the 2022 Tec…
  continue reading
 
Send us a Text Message. How can a humble horse inspector transform into a leading note investor? Join us for a heartfelt and reflective farewell episode as I, your host, open up about my incredible journey in the note business. With a special appearance by my mentor and friend Eddie Speed, founder of NoteSchool and Colonial Funding Group, we remini…
  continue reading
 
Jason Perkins is the President and co-founder of Bonzo, a groundbreaking relationship management automation provider for mortgage and real estate professionals. Under his leadership, Bonzo has revolutionized the industry with its innovative CRM platform, which enhances efficiency and personalization through automation and real-time updates. Since i…
  continue reading
 
Mat Ishbia, owner of the Phoenix Suns and Mercury, as well as CEO of United Wholesale Mortgage (UWM). Mat Ishbia's journey is one of remarkable achievement and leadership. As the CEO of UWM, he transformed the company into the largest wholesale mortgage lender in the United States. His visionary leadership and innovative approach have set industry …
  continue reading
 
Mateen Cleaves, a former basketball star, now serves as a leadership coach at United Wholesale Mortgage (UWM). Cleaves, a celebrated athlete, led Michigan State University to an NCAA Championship in 2000 and was drafted 14th overall by the Detroit Pistons in the 2000 NBA Draft. Over his NBA career, he played for several teams, including the Pistons…
  continue reading
 
Desmond P. Smith serves as the Chief Growth Officer at United Wholesale Mortgage (UWM), where he focuses on advancing the independent mortgage broker channel through innovative strategies. With over 30 years of experience at prominent institutions like FHA, Wells Fargo, JPMorgan Chase, Citi, Capital One Home Loans, and Fannie Mae, Desmond has a tra…
  continue reading
 
In this episode of the "Coffeez for Closers" podcast, the host interviews Bryan Miller, the VP of National Sales at United Wholesale Mortgage (UWM). and the significant impact of mentorship from UWM's founder, Mat Ishbia. Bryan shares valuable insights into his daily routines, motivations, and the importance of a strong work ethic and grit. He emph…
  continue reading
 
Glenn Stearns is a prominent entrepreneur and philanthropist with a remarkable track record in the financial services industry. In 1989, he founded Stearns Lending, which grew to become one of the largest privately held mortgage companies in the United States. By 2013, Stearns Lending had funded over $25 billion in loans annually and was ranked as …
  continue reading
 
Wes Yuan is the President of WEI Technology and CEO of LendingPad, a leading innovator in mortgage technology. His leadership has driven LendingPad's cloud-based platform to revolutionize loan origination with automation and real-time updates, enhancing efficiency and security​​. Since 2015, LendingPad has introduced solutions like integrating with…
  continue reading
 
Robert Lynn is the dynamic Founder and CEO of Future Home Loans, the fastest growing company in the mortgage space. Since launching in 2017, the firm has exploded to over $1 billion in originations and a team of 100 experts. A former top-producing loan officer, Robert leads with a focus on technology, efficiency, and unmatched customer service, ens…
  continue reading
 
Send us a Text Message. Discover the keys to standing out in the competitive note investing market as Dan Deppen and I, Justin Bogard, share a treasure trove of experiences that have shaped our professional journeys. From the subtleties of maintaining professionalism to the art of scaling a business, our conversation traverses the landscape of perf…
  continue reading
 
Meet Tan Karim, a pivotal force behind the success of Change Wholesale, where he serves as the Vice President of Wholesale. Karim, With over 20 years in the financial services industry, has consistently demonstrated his expertise and commitment to excellence. At Change, he leads the wholesale division, focusing on enhancing broker partnerships and …
  continue reading
 
Who: Sofia Rossato - CEO of Floify Role: Visionary leader in the tech industry, currently spearheading Floify. Experience: Over 20 years of leading startups and corporate giants, including transforming a FinTech startup into a 400-person, $57M powerhouse. Achievements: Played a pivotal role in strategic mergers and developed data-driven platforms c…
  continue reading
 
Send us a Text Message. Embark on a transformative journey with me, Justin Bogard, as I pull back the curtain on building wealth through the mesmerizing world of real estate note investing. Imagine the possibilities as I share the lessons and strategies that have propelled my career, and how you too can wield the power of 'the bank' to create a str…
  continue reading
 
This Week on Coffeez for Closers: Roger Moore Tune in to this week's engaging episode of "Coffeez for Closers" as we welcome the dynamic Roger Moore, CEO of Loan Pronto. Roger is a seasoned professional in the mortgage and lending industry, recognized for his innovative approaches to simplifying the loan process. With over 19 years of experience, h…
  continue reading
 
This Week on Coffeez for Closers: Tom Ahles Join us for an electrifying new episode of "Coffeez for Closers" where we welcome the distinguished Tom Ahles, the Broker Owner of Edge Home Finance. Tom brings to the table over two decades of experience in the financial services sector, including a successful tenure as the co-founder of Edge Home Financ…
  continue reading
 
Send us a Text Message. Unlock the door to financial independence with the extraordinary insights from Tracy Z, a titan of the real estate and note investing world with three decades of experience. We navigate the untapped potential of seller finance markets and how they could revolutionize your investment portfolio. Our enlightening discussion del…
  continue reading
 
This Week on Coffeez for Closers: Myles Johnson Join us for an electrifying new episode of "Coffeez for Closers" where we welcome the remarkable Myles Johnson, CEO of Turbo Insurance. Myles is at the forefront of reshaping the insurance landscape, merging technology with traditional insurance to offer enhanced access, interaction, and purchasing ex…
  continue reading
 
This Week on Coffeez for Closers: Brian Decker Dive into this week's exhilarating episode of "Coffeez for Closers" where we're thrilled to host Brian Decker, an extraordinary figure whose expertise spans public speaking, brand consulting, marketing, and beyond. A serial entrepreneur with a keen eye for cryptocurrency investments, Brian's journey is…
  continue reading
 
Send us a Text Message. Ever wondered how to turn real estate into a passive income powerhouse? That's exactly what Nathan Turner, our beloved Canadian note guy, and I unpack in this wealth-building bonanza of an episode. We start off with a chuckle over the universal parenting conundrum of getting our kids to wear coats in the chilly weather, befo…
  continue reading
 
This Week on Coffeez for Closers: A Journey of Inspiration with Mindy Stearns In this week’s captivating episode of "Coffeez for Closers," we are honored to feature a distinguished guest whose remarkable journey transcends the boundaries of entertainment, philanthropy, and leadership. Join us as we delve into the life and legacy of Mindy Stearns, a…
  continue reading
 
In honor of Women's Appreciation Month, "Coffeez for Closers" is proud to highlight a standout figure in the mortgage industry, Lisa Lund, whose leadership and vision at Lund Mortgage Team, Inc. exemplify the remarkable contributions of women to the field. This month, we're delighted to feature Lisa Lund, President of Lund Mortgage Team, Inc. Under…
  continue reading
 
Send us a Text Message. When Joe Leonard swapped his corporate cap for a coach's whistle, he also mapped out a game plan for real estate success, one that allowed him to retire at the tender age of 51. Our latest conversation takes you through the courts of property investment, as Joe shares the slam dunk strategies that transformed his financial g…
  continue reading
 
We're continuing our celebration of International Women's Month with Julie Yarbrough—a true exemplar of leadership and innovation in the mortgage industry! Today, we're proud to feature the remarkable Julie Yarbrough, Founding Partner of Empire Home Loans Inc. At the helm of the mortgage arena, Julie has navigated Empire Home Loans to new heights b…
  continue reading
 
We're kicking off International Women's Day with Melinda Wilner—a quintessential girl boss! Welcome to a landmark episode of the "Coffeez for Closers" podcast, where we celebrate our 10th episode and kick off the exciting "Coffeez on Tour" Series! 🎉 Today, we're honored to feature the distinguished Melinda Wilner, Chief Operating Officer of United …
  continue reading
 
Send us a Text Message. Unlock the secrets of savvy real estate investments with the wisdom of Vanessa Gomez LaGatta, former high-flyer in the investment banking sphere, now a trailblazer in the seller financing notes niche. Her banking prowess, coupled with a firm grasp on the complexities of real estate notes, promises to guide you through the la…
  continue reading
 
Grab your favorite brew and join us for an enlightening episode of Coffeez for Closers, where we sit down with Nick Long, the visionary founder of NXT90 (The Next 90). In this intimate conversation, Nick takes us on a journey through the intricacies of business exits and shares the deeply personal reasons behind his passion for helping others navig…
  continue reading
 
Loading …

Quick Reference Guide