Best Loan Broker Training Podcasts (2024)

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

15h 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

1d 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
#79 | Gary King 38:49

44m ago38:49

38:49

Can you imagine owning 15-20 houses at once?! In this episode Logan Richetti sits down with his friend Gary King to talk about flipping houses right here in Michigan. Whether you want to build your own private lending company or just want to team up with the Finley Capital crew, this episode will take you through how Gary dove into Real Estate Inve…

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

19h 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
Loan Officer Training 08/22/2024 - How to Structure Mixed-Use Property Loans 16:28

1d 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

2d 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
#78 | Paul Clarke 27:04

13h ago27:04

27:04

Is flipping houses an easy way to generate income? In this episode Logan Richetti sits down with his pal Paul Clarke to discuss his recent Fin Funded Flip right here in Midland, MI. Whether you want to build your own private lending company or just want to team up with the Finley Capital crew, this episode will take you through a deal from start to…

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

3d 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
Loan Officer Training 08/15/2024 - How to Structure Property Insurance for Financed Properties 20:26

16h 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

9d 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
#77 | Joey Powell 38:17

2h ago38:17

38:17

A glimpse into the life of a new private lender. In this episode Logan Richetti sits down with Finley Capital’s newest RAP partner Joey Powell to discuss his new journey and future plans as a Regional Association Partner with Finley Capital. Whether you want to build your own private lending company or just want to team up with the Finley Capital c…

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

13d 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
Loan Officer Training 08/08/2024 - How to Structure an Appraisal Reconsideration of Value 34:29

5d 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
#76 | Alisha Macnamara 44:17

9d ago44:17

44:17

How do you approach design choices for a flip? In this episode Logan Richetti interviews with Alisha Macnamara to discuss how she and her husband first got into Real Estate investing and some takeaways they have learned from their journey so far. Whether you want to build your own private lending company or just want to team up with the Finley Capi…

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

18d 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
Loan Officer Training 08/01/2024 - How to Review Credit Reports and Structure Rapid Rescores 32:36

1M 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
#75 | Austin Macnamara 56:39

1M ago56:39

56:39

A conversation with Finley Capital's new pal from Traverse City, Austin Macnamara. In this episode Logan Richetti interviews with Austin Macnamara to discuss how he first got in touch with Finley Capital and what benefits he gained with teaming up with Finley Capital instead of teaming with a national lending company. This interview is for anyone t…

1
Loan Officer Training 07/25/2024 - How to Structure Loans with Excluded Liabilities 28:45

24d ago28:45

28:45

Welcome to another essential episode of Loan Officer Training! This time, we’re focusing on a crucial topic that can significantly impact your loan structuring skills: How to Structure Loans with Excluded Liabilities. Excluded liabilities can complicate the loan process, but with the right approach, you can navigate these challenges effectively. Jo…

1
Loan Officer Training 07/24/2024 - How to Structure Purchases with Seller-Held Second Mortgages 14:40

20d ago14:40

14:40

Welcome to another informative episode of Loan Officer Training! In this episode, we delve into the complexities and strategies of structuring purchases with seller-held second mortgages. This specialized area of real estate finance can provide significant benefits to both buyers and sellers, but it requires a clear understanding of the mechanics i…

1
#74 | Kevin Marshall 42:22

1M ago42:22

42:22

A conversation with Finley Capital's own RAP Kevin Marshall. In this episode Logan Richetti interviews his partner Kevin Marshall to discuss how he got started lending private capital and why he chose to team up with Finley Capital instead of building a new lending company from the ground up on his own. This interview is for anyone thinking about b…

1
Loan Officer Training 07/23/2024 - How to Structure Gift of Equity Purchase Transactions 22:22

1M ago22:22

22:22

Welcome to another insightful episode of Loan Officer Training! In this episode, we're diving deep into the intricacies of structuring Gift of Equity Purchase Transactions. Whether you're a seasoned loan officer or new to the field, understanding how to navigate these unique transactions is crucial for helping your clients maximize their financial …

1
Loan Officer Training 07/18/2024 - How to Use Guidelines to Structure Your Loans 38:52

2M ago38:52

38:52

In this episode of Loan Officer Training, we explore the art of structuring loans using guidelines effectively. Guidelines play a crucial role in ensuring loans meet regulatory requirements and borrower qualifications. Join us as we break down the steps to leverage guidelines to your advantage. We discuss how to interpret and apply loan guidelines …

1
Loan Officer Training 07/17/2024 - How to Complete a Verification of Mortgage 26:11

27d ago26:11

26:11

Join us on Loan Officer Training as we explore the essential steps to effectively complete a Verification of Mortgage (VOM). This episode provides practical guidance for gathering borrower and lender information, navigating common challenges, and ensuring compliance with regulatory standards. Our expert hosts offer insights into streamlining the ve…

1
#73 | Loan Application Approval 30:48

2M ago30:48

30:48

How to make sure your private loan request is approved! In this episode Logan Richetti from Finley Capital discusses the 7 steps to guaranteed hard money loan approval from the Finley Capital Hard Money Handbook. This one is for our real estate investors who use private capital to fund their deals. Tune in to learn how to become a stronger borrower…

1
Loan Officer Training 07/16/2024 - How to Structure a BRRRR Transaction 39:24

28d ago39:24

39:24

Welcome to Loan Officer Training! In this episode, we break down the essentials of structuring a BRRRR transaction—a powerful strategy in real estate investing that stands for Buy, Rehab, Rent, Refinance, and Repeat. Join us as we unravel the intricacies of each step in the BRRRR method. From identifying suitable properties for investment to financ…

1
Loan Officer Training 07/11/2024 - How To Structure First-Time Home Buyer Loans 36:22

1M ago36:22

36:22

In this episode of Loan Officer Training, we delve into the art of structuring first-time home buyer loans. Guiding new and experienced loan officers alike, we explore the nuances of creating tailored loan packages that meet the unique needs of first-time buyers. From understanding government-backed loan programs like FHA and VA loans to navigating…

1
Loan Officer Training 07/10/2024 - How to Analyze Internal Rate of Return 19:17

2M ago19:17

19:17

In this episode of Loan Officer Training, we explore the intricacies of analyzing Internal Rate of Return (IRR). As a critical metric for evaluating the profitability of potential investments, IRR is essential for loan officers and financial professionals alike. We'll guide you through the fundamentals of IRR, explaining its significance, calculati…

1
#72 | Loan Assignment 36:14

2M ago36:14

36:14

Learn how to assign a private loan to a co-lender investor! In this episode Logan breaks down the mechanics of how a private loan is assigned to a third party capital partner. Whether you want to build your own private lending company or just want to team up with the Finley Capital crew, this episode will walk you through the five main documents we…

1
Loan Officer Training 07/09/2024 - How to Calculate W-2 Wage Income 33:50

1M ago33:50

33:50

In this episode of Loan Officer Training, we dive deep into the essential skill of calculating W-2 wage income. Accurate income calculation is critical for loan officers, as it ensures that borrowers are qualified correctly and helps maintain the integrity of the lending process. Join us as we break down the step-by-step process of interpreting W-2…

1
Loan Officer Training 07/03/2024 - How to Calculate Variable Income 20:17

2M ago20:17

20:17

In this episode of Loan Officer Training, we delve into the intricacies of calculating variable income for borrowers. Understanding and accurately assessing variable income is crucial for ensuring reliable loan approvals. Our expert hosts will guide you through the various types of variable income, such as bonuses, commissions, and overtime, and ex…

1
#71 | Processing Loans 12:47

2M ago12:47

12:47

APPLY, PROCESS, UNDERWRITE, FUND, SERVICE, REPAY. These are the six steps to the private loan life cycle for a borrower who wants to use private capital for a real estate flip. In this episode of the Finley Capital podcast Logan Richetti breaks down the process into steps to help a borrower understand exactly what it will be like to make a loan app…

1
Loan Officer Training 07/02/2024 - How to Complete a VVOE for Self-Employed Borrowers 17:10

2M ago17:10

17:10

In this episode of Loan Officer Training, we tackle the complexities of completing a Verification of Verbal Employment (VVOE) for self-employed borrowers. Join our expert hosts as they break down the essential steps and best practices to ensure accurate and thorough verification. Learn how to navigate common challenges, understand key documentation…

1
Loan Officer Training 06/27/2024 - How to structure a Blanket (Portfolio) Loan 29:01

2M ago29:01

29:01

Welcome to "Loan Officer Training," the podcast dedicated to empowering professionals in the mortgage and lending industry. In this episode, titled "How to Structure a Blanket (Portfolio) Loan," we delve into the complexities and advantages of blanket loans. Learn how to effectively structure these loans to cover multiple properties under a single …

1
#70 | Understanding the term sheet 22:51

2M ago22:51

22:51

Learn how to present a term sheet for a private loan! In this episode Logan breaks down the structure of a private loan and how a term sheet is built to present the loan costs and fees to a borrower with a special emphasis on avoiding any misunderstandings down the road. Whether you want to build your own private lending company or just want to tea…

1
Loan Officer Training 06/25/2024 - How to Structure 1099 Borrower Loans 31:29

2M ago31:29

31:29

Welcome to "Loan Officer Training," the podcast that equips mortgage professionals with the knowledge and skills to excel in the lending industry. In this episode, titled "How to Structure 1099 Borrower Loans," we focus on the unique challenges and opportunities of working with self-employed borrowers. Learn the best practices for structuring loans…

1
#69 | How to Become a RAP Partner 27:20

3M ago27:20

27:20

Make money lending money! In this episode Logan breaks down exactly how to become a Regional Associate Partner with Finley Capital and how to make money lending private capital from friends and family in your local market. Whether you want to build your own private lending company or just want to team up with the Finley Capital crew, this episode w…

1
Loan Officer Training 06/18/2024 - How to Structure a 5-10 Unit Property Loan 22:13

2M ago22:13

22:13

Welcome to "Loan Officer Training," the podcast dedicated to helping professionals excel in the mortgage and lending industry. In this episode, titled "How to Structure a 5-10 Unit Property Loan," we provide an in-depth look at the intricacies of financing multi-unit properties. Discover key strategies for structuring loans on 5-10 unit buildings, …

1
Loan Officer Training 06/13/2024 - How to Properly Analyze Real Estate Loan Refinance Benefits 27:35

2M ago27:35

27:35

In this episode of "Loan Officer Training," we delve into the critical process of analyzing the benefits of real estate loan refinancing. Refinancing can offer significant advantages, but how do you determine if it’s the right move for your clients? Join us as we break down the key factors to consider, from interest rate comparisons and loan terms …

1
Loan Officer Training 06/12/2024 - How to Structure Short-term Rental Investor Loans 26:29

2M ago26:29

26:29

In this episode of "Loan Officer Training," we unpack the complexities of structuring short-term rental investor loans. As the popularity of vacation rentals and platforms like Airbnb and VRBO continues to rise, understanding how to finance these unique investment properties is essential for any loan officer. We'll walk you through the specific req…

1
#68 | How private loans are structured 36:13

3M ago36:13

36:13

This week's episode is all about how a private loan is structured and what components go into the loan structure. Whether you are looking to start or scale a private lending business or you're a borrower looking to be the best candidate possible, this episode is an info-packed breakdown on how we put together a private loan with a mitigated risk to…

1
Loan Officer Training 06/11/2024 - How to Properly Complete a Purchase Pre-approval 39:29

3M ago39:29

39:29

In this episode of "Loan Officer Training," we dive into the crucial steps of completing a purchase preapproval. Join us as we explore the ins and outs of this foundational process, ensuring you're equipped with the knowledge to guide your clients seamlessly through their home-buying journey. We'll cover everything from gathering the necessary docu…

1
Loan Officer Sales Training 06/10/24: Mortgage Sales Cycle 14:03

3M ago14:03

14:03

In this episode of "Loan Officer Sales Training," we take a comprehensive look at the mortgage sales cycle—a critical process that every successful loan officer must master. Join us as we break down each stage of the cycle, from lead generation and initial contact to application processing, underwriting, and closing the deal. Our host will provide …

1
Loan Officer Training 06/06/2024 - How to Use Guidelines to Properly Structure Your Loans 31:19

3M ago31:19

31:19

Step up your loan origination game with our latest episode of "Loan Officer Training," where we tackle the crucial topic of using guidelines to properly structure your loans. This episode is essential for loan officers who want to ensure their loans are not only compliant but also tailored to meet the unique needs of each borrower. Learn how to int…

1
Loan Officer Training 06/05/2024 - Credit Report Review Fundamentals 33:42

3M ago33:42

33:42

Unlock the full potential of your loan origination skills with our latest episode of "Loan Officer Training." This week, we're diving into the fundamentals of credit report review, focusing on how to properly analyze credit reports for credit simulation opportunities. Whether you're a seasoned professional or just starting out, this episode is pack…

1
Loan Officer Training 06/04/2024 - How to Master the Initial Call and Properly Vet the Deal 32:38

3M ago32:38

32:38

Ready to take your loan origination game to the next level? In this action-packed episode of "Loan Officer Training," we unlock the secrets to mastering the initial call and properly vetting the deal. Perfect for both seasoned pros and eager newbies, this episode is your ticket to becoming a top-performing loan officer. Discover the art of the init…

1
Loan Officer Sales Training 06/03/24: Lead Stats 25:21

3M ago25:21

25:21

Are you ready to elevate your loan officer career with the power of data? Welcome to "Lead Stats," the ultimate podcast designed to transform how you understand and utilize sales statistics. As part of the acclaimed "Loan Officer Sales Training" series, "Lead Stats" offers a comprehensive and engaging exploration of the numbers that drive success i…

1
Loan Officer Training 05/30/2024 - How to Structure a Down Payment Assistance Loan 35:31

3M ago35:31

35:31

Are you a loan officer looking to expand your expertise and provide invaluable support to your clients? Dive into this essential episode of the "Loan Officer Training" podcast, where we unravel the intricacies of structuring down payment assistance loans. In "How to Structure a Down Payment Assistance Loan," our expert hosts will guide you through …

1
Loan Officer Training 05/29/2024 - How to Structure a HELOAN 19:48

3M ago19:48

19:48

Welcome to another essential episode of "Loan Officer Training," the go-to podcast for professionals in the mortgage industry. This week, we're diving into "How to Structure a HELOAN," an invaluable skill set that every loan officer needs to master. Are you ready to unlock the secrets of Home Equity Loans? In this episode, we'll guide you through t…

1
Loan Officer Training 05/28/2024 - Effective Rate Lock Management 36:07

3M ago36:07

36:07

Welcome to "Loan Officer Training," the podcast designed to elevate your expertise in the mortgage industry. In this week's must-listen episode, "Effective Rate Lock Management," we dive into the art and science of mastering interest rate locks—an essential skill that can set you apart from the competition and make you a true client champion. Imagi…

1
Loan Officer Training 05/23/2024 - How to Structure a Short-Term Rental Property Loan 32:18

3M ago32:18

32:18

Welcome to another episode of Loan Officer Training! In this installment, we tackle the dynamic world of short-term rental property loans. With the rise of platforms like Airbnb and VRBO, short-term rentals have become a lucrative investment strategy. However, structuring loans for these properties presents unique challenges and opportunities. Join…

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