Our goal is simple: help educate you, your staff and your business partners on how to conduct business as a Non-Delegated Lender.
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Being an independent mortgage broker can feel like you’re facing big retail banks all alone. Why not learn from industry experts who have already forged the path? Join host Marc Summers, AIME President of Membership, as he goes in-depth about the business with industry experts and AIME members every Tuesday. Sit back, relax, and benefit from the insights you’ll need to further your breakthrough in the broker channel!
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Thriving and Surviving: Strategies for Every Mortgage Market (With Jonathon Haddad) – Episode 184
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This episode is sponsored by Windsor Mortgage It’s the Season 4 premiere of Broker to Broker podcast, and we’re kicking it off from the top! Host Marc Summers is back, joined in a momentous conversation with none other than the CEO of AIME, Jonathan Haddad. In an episode that becomes an important moment for the broker community, Jonathan very hones…
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Episode Twelve: Empowering the Mortgage Industry: A Conversation with Ross Miller of NAMB
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In the latest episode of the Non-Del Influencers Podcast, hosts Nate and Nick welcome a distinguished guest, Ross Miller from Miller Home Mortgage, who also serves as a Director of NAMB, the National Association of Mortgage Professionals. This episode offers a deep dive into the initiatives and legislative efforts of NAMB, highlighting its crucial …
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Episode 11: Mastering Government Loans in Non-Del Lending with Mike Mell
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Welcome to a new episode of the Non-Del Influencers Podcast, where we continue to be your guiding light in the non-del lending world. In this episode, host Nate, alongside co-host Nick, brings an exceptional discussion with Mike Mell, Senior Vice President at Freedom Mortgage Wholesale. The Non-Del Influencers Podcast stands as a beacon in the non-…
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Thriving and Surviving: Strategies for Every Mortgage Market (With Joanne Russell) – Episode 183
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This episode is sponsored by Fundloans In this episode, host JP Hussey is joined by Joanne Russell, Broker Owner of the Mortgage Place. Joanne has been a champion for the Broker channel for 25 years. She’s seen all of the ebbs and flows that the mortgage industry could possibly offer; though she’s been a broker since 1997, she’s been in the mortgag…
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Episode Ten: Navigating New Waters: Chris Peirson and the Impact of Burnett vs NAR
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In this critical tenth episode of the Non-Del Influencers Podcast, host Nate Clear welcomes Chris Peirson, a legal authority from Peirson Law Firm and PP Docs, to explore the transformative Burnett vs NAR case. This episode is especially crucial for brokers, non-delegated lenders, bankers, and real estate agents who are navigating the rapidly chang…
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We’re Farmers, Not Hunters – How to Become a Client’s Lender for Life (With David Kakish) – Episode 182
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This episode is sponsored by Windsor Mortgage In this episode, host Marc Summers refines his outlook, updates his business model, and streamlines his processes & procedures as he’s joined by David Kakish, Producing Branch Manager at C2 Financial. David hasn’t been a broker for long, having started just last year; but his 15+ years as a pastor with …
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Find Your Why: How to Establish Your Place in the Mortgage Industry (with Fadi Sankari) – Episode 181
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This episode is sponsored by Change Wholesale In this week’s episode, host JP Hussey is inspired as he’s joined by Fadi Sankari, Broker Owner & President of Best Rate Mortgage. Fadi is an entrepreneur through and through, inhibiting the ‘entrepreneurial spirit’ in everything he does. Throughout the episode, he reminisces about many failed business …
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The Business of Helping People: Using Existing Resources to Help Veteran Homebuyers (With Elizabeth Cassidy) – Episode 180
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This episode is sponsored by RCN Capital In this special Salute To Service: Veteran Advocacy Week episode, host Marc Summers gets a comprehensive breakdown of how to become a VA expert, as he’s joined by Fuse VI Panelist, Elizabeth Cassidy, Mortgage Broker with Future Home Loans. Elizabeth was a highlight for Fuse VI this year, as her statements ga…
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Creative Homebuyer Education: Adapting to the Changing Mortgage Market (With Jessica Wells) – Episode 179
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This episode is sponsored by AFR Wholesale In this episode of Broker to Broker, host Marc Summers is joined by Fuse VI panelist Jessica Wells, Broker Owner of Clear Choice Mortgage. Jessica proves her expertise, and why she was a Fuse panelist this year, as this episode is full of nuggets of wisdom that immediately could be applied to a Broker’s ma…
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Broker is a Good Word: How We Fight for Our Homebuyers (With Lindsay McCoy) – Episode 178
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This episode is sponsored by PRMG In this episode of Broker to Broker, host JP Hussey is joined by Fuse VI panelist Lindsay McCoy, Broker Owner of Care Finance Group. JP calls Lindsay the “longest-running true Broker” that’s ever been on the show, because she’s been steadfast in the Wholesale channel since the early 2000s. She’s seen the best the W…
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Planning, Educating, and Following Up: Becoming a Top Producer, and Staying a Top Producer (With Major Singleton) – Episode 177
This episode is sponsored by Windsor Mortgage In this episode of Broker to Broker, host Marc Summers is joined by Major Singleton, Broker Owner of Major Money Matters, powered by Edge Home Finance. Major is coming off an amazing showing as a second-time panelist at Fuse VI’s most anticipated panel of the year, We Are Mortgage Champions: Top Volume …
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Episode Nine: Document Generation Solutions as a Non-Del Lender with Emily Shapiro - Docutech
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Step into our podcast realm where we bring you insightful conversations with the best minds in non-del lending. Tune in for a captivating conversation with Emily Shapiro, a true industry leader, and trailblazer, and gain valuable insights into the ever-evolving landscape of document generation solutions for Non-Dels. Join Nate and Nick as they delv…
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Retail, Correspondent, or Broker: What 24 Years in Mortgage Looks Like (With Michael Most) – Episode 176
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This episode is sponsored by FundLoans In this compelling episode of Broker to Broker, Marc Summers sits down with Michael Most, a seasoned originator with 24 years of experience in the mortgage industry and a dedicated advocate for the Orthodox Jewish community. Join us as we delve into Michael’s unique journey, combining his mortgage expertise an…
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Episode 175: The Entrepreneurial Spirit: The Freedom & Control to Thrive in the Mortgage Industry
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This episode is sponsored by Fuse National Conference 2023 In this episode of Broker to Broker, host JP Hussey is joined by CEO of Dwell Mortgage and upcoming Fuse VI Spotlight Speaker, Shane Kidwell. Shane has only joined the broker channel at the start of 2023, and he’s already making waves. Shane’s hunger, energy, and drive for the wholesale cha…
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Episode Eight: Unlocking the Secrets of Wholesale Lending: A Deep Dive with Jillian Sorensen
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Step into our podcast realm where we bring you insightful conversations with the best minds in wholesale lending. This episode shines the spotlight on Jillian Sorensen, the dynamic Account Executive at Flagstar Bank and the brain behind Jillian’s Corner on www.NonDelInfluencers.com. Join Nate and Nick as they delve into a riveting conversation with…
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Episode 174: The Fuse VI Countdown Special
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This episode is sponsored by Fuse National Conference 2023 In this special episode of Broker to Broker, host Marc Summers is joined by… host JP Hussey! The Broker To Broker hosts join together in the special occasion for the biggest wholesale-specific event of the year, the sixth-annual Fuse National Conference 2023. Marc & JP reflect on their firs…
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Episode Seven: The Appraisal and Property Valuation Landscape with Jon Tallinger of Class Valuation
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Welcome to the Non-Del Influencers Podcast, your go-to platform for invaluable wisdom and compelling dialogues with thought leaders in wholesale lending. In today's episode, we're excited to feature Jon Tallinger, the Chief Growth Officer at Class Valuation. Join our hosts, Nate and Nick, as they delve into the intricate landscape of property appra…
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Episode 173: Repurposing the Wheel: Easy Steps to Grow Your Audience, Network, and Mortgage Business
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This episode is sponsored by EPM On this episode of Broker to Broker, host Marc Summers receives a full education in overhauling a brokerage for 2023 and beyond, as he’s joined by Broker Owner of Fulcrum Home Loans, Braiden Shaw. If you’re looking to grow or scale your audience, your network, and your business, this is a must-listen episode. Braide…
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Episode Six: Navigating Compensation & Trends with Chad Osterhout, VP of UWM Correspondent Lending
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Welcome to the Non-Del Influencers Podcast, your ultimate resource for valuable insights and engaging discussions with industry experts in the world of wholesale lending. In this episode, we are thrilled to have Chad Osterhout, the Vice President of UWM Sales & Correspondent Lending at United Wholesale Mortgage (UWM), as our special guest. Tune in …
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Episode 172: Connecting Mortgage Peers: The Processor Perspective
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This episode is sponsored by Change Wholesale On this episode of Broker to Broker, the format is turned on its head. Host Marc Summers goes from Broker To Broker, to Originator To Processor, as he’s joined by Gina Wariebi, Owner/Operator of Innovative Edge Processing, Inc. Throughout this enlightening episode, Gina and Marc lay out the differences,…
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Episode Five: Non-Delegated Correspondent Benefits with Guest: Matt Coles with Plaza Home Mortgage
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Welcome to the Non-Del Influencers Podcast, where we bring you expert insights and tips from industry professionals. Hosted by Nate Clear and Nick Krakosky from FirstFunding, this episode features a special guest, Matt Coles from Plaza Home Mortgage. Matt dives into the benefits of being a non-delegated correspondent, shedding light on how brokers …
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Episode 171: Consistency is King: How a Mentality Change Can Revolutionize Your Mortgage Business
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This episode is sponsored by PRMG On this episode of Broker to Broker, host JP Hussey is joined by Broker Owner of Fast Action Mortgage, Andrew Yanni. Andrew has his hands in a lot of projects. He’s been a broker for a long time, but only within the last five years did he open his own brokerage. He just moved to a new office location. He’s just now…
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Episode 169: Your Brand Speaks Highly of You, Even When You’re Not There w/ Samantha Shelton
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This episode is sponsored by Flagstar Bank On this episode of Broker to Broker, host Marc Summers talks to a familiar face as he’s joined by Broker Owner of Align Lending, Samantha Shelton. Samantha’s story is one shared by many in our community, one of constant growth; starting with her own business, to nurturing and ensuring the success of others…
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Episode Four: Leveraging Newzip Technology for an Impactful Buyer and Seller Experience
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Welcome to the Non-Del Influencers Podcast, hosted by Nate Clear and Nick Krakosky from FirstFunding. In this episode, we are excited to have Adi Pavlovic, an expert in the real estate industry CEO/Co-founder of Newzip, a company that offers solutions for non-delegated correspondents seeking to connect with real estate agents. Adi shares his valuab…
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Episode 170: Advising & Building Relationships for a Seamless Mortgage Pipeline w/ Dante Royster
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This episode is sponsored by Windsor Mortgage On this episode of Broker to Broker, host JP Hussey is joined by Broker Owner of Epic Mortgage, Dante Royster. Dante has been in the wholesale mortgage business for over two decades; starting in 2002, he quickly became a manager of his very own branch before age 25. The key to his quick success and long…
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Episode 168: From Mortgage Underwriter to Broker: Working as a Team w/ Ethan Hough, Broker with One Stop Financial Group, LLC
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This episode is sponsored by PowerTPO On this episode of Broker to Broker, host Marc Summers gets a new viewpoint from a very valuable perspective when he’s joined by Ethan Hough of One Stop Financial Group, LLC. Ethan has had a very interesting career path that is very useful to his longevity and effectiveness as a mortgage broker; he became a bro…
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Episode Three: Staying Compliant as a Non-Delegated Lender with Strategic Compliance Partners
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Welcome to another informative episode of the Non-Del Influencers Podcast, where we bring you essential insights to excel as a non-delegated correspondent lender. In this episode, host Nate Clear is joined by Scott Geisel, Director of Compliance, and Lauren Jerome, Director of Business Development, from Strategic Compliance Partners. Compliance is …
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Episode 167: Mindset, Leadership, and Connection – Developing Relationships and Generating Mortgage Leads by Showing Up w/ Paige Hernandez, Heritage MTG Inc.
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This episode is sponsored by FundLoans On this episode of Broker to Broker, host Marc Summers is joined by Paige Hernandez, Broker with Heritage MTG Inc. Paige has had a life-long history in the real estate industry, growing up with her mother owning a real estate company, working numerous jobs around many different facets of mortgage, housing, and…
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Episode 166: Creating an Efficient, Repeatable Process For Your Brokerage w/ Cameron Harper, Broker Owner of California Mortgage Lending
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This episode is sponsored by the AIME FUSE VI National Conference On this episode of Broker to Broker, host JP Hussey is joined by Broker Owner of California Mortgage Lending, Cameron Harper Cameron is high-energy, and high efficiency. This episode covers a lot of processes and procedures and marketing topics, and Cameron shares his effective strat…
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Episode Two: Standing Out as a Non-Delegated Correspondent Lender with Rosegate Mortgage
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Welcome to another compelling episode of the Non-Del Influencers Podcast, hosted by Nate Clear and Nick Krakosky from FirstFunding. In this episode, we have the pleasure of hosting two remarkable guests, Bryce Bradley, President & CEO of Rosegate Mortgage, and Brad Bradley, renowned entrepreneur and Chairman of Rosegate Mortgage. Bryce Bradley, a g…
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Non-Del Influencers Podcast: Unlocking Success as a Non-Delegated Correspondent Lender
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Welcome to the Non-Del Influencers Podcast, a groundbreaking show hosted by Nate Clear and Nick Krakosky, industry experts from FirstFunding. If you're aspiring to become a non-delegated correspondent lender or looking for invaluable insights and advice to excel in this field, then this podcast is tailored specifically for you. In this highly antic…
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Episode 165: Mutual Support as a Mortgage Lead Generation Model w/ Kevin Oto, Broker Owner of Green Haven Capital Inc
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This episode is sponsored by PRMG On this episode of Broker to Broker, host Marc Summers is joined by Broker Owner of Green Haven Capital, Kevin Oto. Kevin is a master of setting up a system that works. From starting with a few staff members working out of a bedroom, to a prominent broker owner in one of the most lucrative markets in the country, K…
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Episode 164: Proving Yourself as an Enduring Resource, Generating Evergreen Mortgage Leads w/ Kurt Strandson, Broker Owner of Pinnacle Mortgage Corp.
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This episode is sponsored by Change Wholesale On this episode of Broker to Broker, host JP Hussey is joined by Broker Owner of Pinnacle Mortgage Corp, Kurt Strandson. Kurt has a wealth of experience, insight, and influence. As the former president and chairman of the Mortgage Bankers and Brokers Association, with experience lobbying for broker and …
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Episode 163: You Are Here: The Mortgage Broker Advantage of Problem-Solving w/ Elena Boland, Broker Owner, Wholesale Mortgage Services
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This episode is sponsored by PowerTPO On this episode of Broker to Broker, host Marc Summers is joined once again by friend of the show and AIME community, Elena Boland, Broker Owner of Wholesale Mortgage Services. Elena has been changing her game and scaling her business since she was last on the show over 100 episodes ago for episode 55. She’s be…
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Episode 162: Wholesale Choice and Control: How Mortgage Brokers’ Freedom Creates Innovation w/ Jason Kindler & Aaron Bacus, Broker Owners of First Coast Mortgage Funding
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This episode is sponsored by Windsor Mortgage On this episode of Broker to Broker, host JP Hussey gets a peek at the bright future of the wholesale channel, as he’s joined by Jason Kindler & Aaron Bacus, Broker Owners of First Coast Mortgage Funding. As Broker Owners of First Coast Mortgage Funding, Jason and Aaron bring two different approaches, s…
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Episode 161: How Mortgage Brokers and Financial Planners Can Work Together to Serve Their Clients w/ Justin Rocheleau, Owner of JR Mortgage Group Inc
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This episode is sponsored by AIME Fuse 6 On this episode of Broker to Broker, host JP Hussey sits down with Justin Rocheleau, Broker Owner of JR Mortgage Group Inc, to discuss how teaming up with financial planners can take your business to the next level. Justin has found great success in marketing to financial planners as referral sources for his…
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Episode 160: Letting Things Grow By Letting Them Go: How to Foster Your Mortgage Business’ Skills, Staff, and Client Base w/ Elyin Perez, Broker Owner of ACE Lending Group
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This episode is sponsored by AIME Fuse 6 On this episode of Broker to Broker, host Marc Summers is joined by the Broker Owner of ACE Lending Group, Elyin Perez. Elyin hasn’t been in the wholesale channel long, but ever since going broker and joining the wholesale channel, Elyin and ACE Lending Group have made a substantial impact. Elyin is now a te…
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Episode 159: The Buck Stops with the Broker: Project Management for Mortgages w/ Allison Thenhaus, Mortgage Advisor/Broker at C2 Financial
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This episode is sponsored by EPM On this episode of Broker to Broker, host JP Hussey is advised, informed, and inspired by Mortgage Advisor and Broker with C2 Financial, Allison Thenhaus! Allison is known as a Mortgage Advisor for multiple brokerages for a great reason. Though only having been in the wholesale mortgage industry for a relatively sho…
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Episode 158: How To Lead your Mortgage Business from the Front — Fight for Your Clients and Stay Hungry w/ Mike Maddux, Broker Owner of Maddux Mortgage
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This episode is sponsored by RCN Capital On this episode of Broker to Broker, host Marc Summers is exhilarated by the infectious energy and down-to-earth wisdom of Maddux Mortgage Broker Owner, Mike Maddux! Mike’s hunger for success in the wholesale industry is an inspiration that mortgage professionals can learn from. Mike’s energy, pragmatism, an…
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Episode 157: Retail, Wholesale, Investments and Mortgage — More Knowledge = More Business w/ Brian Sweeney, Broker Owner and President of Scoot Mortgage
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This episode is sponsored by REMN Wholesale On this episode of Broker to Broker, host Marc Summers is joined by Brian Sweeney, Broker Owner and President of Scoot Mortgage. Brian has a long, varied career in financial services. Starting in retail, he transitioned to wholesale while simultaneously working in wealth management. Brian’s varied career …
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Episode 156: True Stories of Service from the Heart — Build Mortgage Business Prioritizing Clients’ Benefit w/ D.C. Terry, CEO of Mr. Mortgage LLC
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This episode is sponsored by Change Wholesale On this episode of Broker to Broker, host JP Hussey’s foundations are rocked by the incredible stories and life lessons from a much-beloved member of the AIME community, the CEO of Mr. Mortgage, D.C. Terry! D.C. has incredible stories, and important lessons to share and impart on the broker community. F…
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Episode 155: Finding Your True, Unique Self as a Mortgage-Focused Content Creator w/ Rebecca Richardson, The Mortgage Mentor™️
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This episode is sponsored by FundLoans On this episode of Broker to Broker, host Marc Summers is given an absolute masterclass on social media, content production, and branding from The Mortgage Mentor™️, Rebecca Richardson! Rebecca is known all throughout the AIME community and the wholesale channel at large for her expertise in content creation, …
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Episode 154: Creating Time to Build the Relationships that Grow your Mortgage Business w/ Tano Kapedani, CEO/Broker of EZ Fundings Home Loans
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This episode is sponsored by PRMG On this episode of Broker to Broker, host JP Hussey is joined by a master of pipeline management and relationship building, CEO/Broker of EZ Fundings Home Loans, Tano Kapedani! Tano has been in the wholesale mortgage business for over 20 years. As an expert on delegation, Tano shares how to properly prioritize your…
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Episode 153: Happy, Healthy, Wealthy, and Wise — Creating Opportunity for your Mortgage Business and Yourself w/ Kahren Oxner
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This episode is sponsored by AFR Wholesale On this episode of Broker to Broker, host Marc Summers is joined for a strategically rejuvenating, and a self-assuring discussion with the Pacific Northwest Regional VP at UMortgage, Kahren Oxner! Kahren is a wealth of hard-earned knowledge, wisdom, and confidence. This combination makes for an exceptional…
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Episode 152: Gratitude Creates Opportunity— Philanthropy as a Model for your Mortgage Business w/ Lamont Harris, Broker/Owner of Harris Capital Mortgage Group
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This episode is sponsored by REMN Wholesale On this episode of Broker to Broker, host JP Hussey is joined by an exceptional entrepreneur and member of the AIME community, Broker/Owner of Harris Capital Mortgage Group, Lamont Harris! Lamont has his hands in many industries. Nonprofits, basketball teams, solar energy, and a brokerage of more than 80 …
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Building Your Community, Rebuilding yourself as a Mortgage Broker w/ Amy Jo Tetzner – Episode 151
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This episode is sponsored by Homepoint On this episode of Broker to Broker, host Marc Summers is joined by the new, yet already beloved member of the AIME community, Mortgage Advisor for Mortgage Nerds LLC, Amy Jo Tetzner! Amy Jo joined the broker channel only recently, having worked in the retail industry for most of her life. Despite that, Amy Jo…
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Grow Your Mortgage Company to a Large-Scale, while Supporting the Small-Scale w/ President of Growth at AIME, Tom Ahles – Episode 150
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This episode is sponsored by EPM On this episode of Broker to Broker, host JP Hussey celebrates 150 episodes with President of Growth at AIME, Broker and Co-Founder of Edge Home Finance, and Host of Grow & Get It, Tom Ahles. Tom is a master of many. As the President of Growth for AIME, he has helped facilitate the growth of AIME and hundreds of bro…
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Short-Term Goals, Long-Term Vision in the Mortgage Industry w/ Marsel Cilla – Episode 149
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On this episode of Broker to Broker, host JP Hussey sits down for a deep, considered mortgage coaching from the CEO at Safetrust Mortgage LLC, Marsel Cilla! Marsel started his career in production for the auto industry, and brought his skills and mastery of managing minutiae in product and service delivery to the mortgage industry. Marsel has estab…
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The Vital Importance of Remaining Heart-Forward in Your Mortgage Business w/ Brian Shields – Episode 148
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On this episode of Broker to Broker, host Marc Summers has an invigorating heart-to-heart with Broker Owner of Shields Family Home Loans and essential member of AIME’s Veteran Homeownership Committee, Brian Shields. Brian shares exactly how he’s brought his marketing, his business, and his overall well-being to a new level through being ‘Heart Forw…
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Sell Yourself and Your Mortgage Business by Pursuing Your Passions w/ Jason Turner – Episode 147
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On this episode of Broker to Broker, host JP Hussey learns about video content creation and how to pursue your own niche by the Broker Owner of Navigator Mortgage Brokers, Jason Turner. Jason has over a decade of experience in the mortgage industry, and over that time, has become one of the community’s leading VA loan experts, as well as one of the…
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