Broker-to-Broker

Angelo Datseries, Broker/Owner of Leverage Lending Group, is out to make himself a household name in his local market of Charlotte, North Carolina. Starting his brokerage in 2007, he had to dramatically scale back his brokerage to survive the 2008 Stock Market Crash. Since that scale down, he has been organically growing back his brokerage through community engagement, social media, and video mark...

Arman Ghamami, a mortgage broker and branch manager with C2 Financial, has become a high-producer by putting the borrower front-and-center. He personalizes their entire process, has staff dedicated exclusively to borrower questions, and automated procedures in place to streamline the client experience. For Arman, there is a distinction between customer service and consumer experience. Customer ser...

Brandee Stephens, a mortgage broker with Answer Home Loans, has become a top producer by helping the borrowers who are turned away the most. A majority of her clients are not credit-ready when they come to her so she works with them to improve their credit and get them ready to be homeowners. As a Mortgage Broker in the Wholesale Channel, Brandee believes it to be her obligation to educate borrowe...

Amanda Rawls, a Mortgage Broker with Answer Home Loans, has become a top producer by thinking outside the box. Leaning on her experiences as a debt collector, she often takes on complicated Chapter 13 bankruptcy loans, which has allowed her to carve out her own niche within the Wholesale Channel. To keep up her production, Amanda has developed a CRM system that allows her to stay in front of past...

As Broker/Owner of MS Lending, Michelle Dugan has become a champion for veterans and an advocate for building community. As an active member of VettedVA, a veteran education group, Michelle protects military veterans from predatory business practices and helps them get the home of their dreams. She originates in the same town where she grew up and went to school. That intrinsic knowledge helps set...

As Broker/Owner of Mindful Mortgage Kim Clancy has become a master at building communities. For Kim, everything she does for her community is not about promoting her business, but about being a supportive member of the community. She wants to be a part of her community and she wants to be a trusted mortgage advisor to her neighbors. Implementing that approach, Kim has established Mindful Mortgage...

As Broker/Owner of Price Mortgage, Andy Price knows how to scale a business. Starting out on his own, Andy took over a year to build out and perfect processes before he hired his first employee. Now with five years running his own brokerage, he has grown Price Mortgage to a team of 50 through organic growth and investment in his existing employees.  Andy first joined the housing industry as a...

Join us for a special edition of the Broker to Broker Podcast recorded LIVE from the floor of AIME Fuse 2021. Listen as AIME President Marc Summers pulls brokers from the crowd for quick conversations on Fuse, the future of the mortgage industry, and much more. AIME created the Fuse National Conference to aid in its mission to unite originators across the U.S. to build a community that had never b...

Adrian Placinta has perfected his processing to the point that he can get a clear-to-close in a week. The broker owner of True Path Loans has been honing and perfecting his processing since he joined the mortgage industry in the mid-Aughts. That expertise in processing has not only allowed him to handle a pipeline of over 100 loans as a one-man shop but also allowed him to easily and quickly scale...

Angela Caputo has mastered the art of email marketing. Drawing from her database of 3,600+ clients, Angela sends out a monthly email that updates her clients on the mortgage industry and promotes products like Homebot. Her last email took her roughly five hours to create and netted her seven refinance applications. She builds that database by keeping strong relationships with her referral sources...

Tune into this special AIME Fuse edition of Broker To Broker with three guests as they preview their sessions for AIME Fuse 2021.  Christine Beckwith, President, and COO of 20/20 Vision for Success, is here to highlight her session “Don’t Be a Boss, Be a Leader.” This session will help catapult your personal and professional development with tips from Christine, an expert leadership coach. S...

Marketing is at the heart of Enrique Braunschweiger’s business. As President of First Week Financial Corp., Enrique has built up a small, but effective marketing team to help him stay ahead of the large retail operations in his area. When he joined the industry 18 years ago, brokers were mostly on their own and were expected to know all aspects of the business. Now with the BAB Network, Enrique ca...

With almost 20 years of mortgage experience, Scott Valins hasn’t just learned how to run a successful brokerage, he knows how to scale across the country. Moving, but maintaining his brokerage after the market crash, Scott now holds offices in both California and New York. Scott is calling his next wholesale endeavor “Go Rascal.” The new brokerage is Scott’s way of scaling his existing business. W...

Fredo Rivera has built up his pipeline through local organic marketing and serving his community. Not only do these efforts bring in leads, but it also serves as his “Why.” Of course, those leads would be nothing without the intricate processes and systems Fredo has developed to help convert leads and continue automated follow-ups over 12 or 24 months. Those processes have allowed him to build out...

Entrepreneurship is in Evan Wade’s blood. Both his grandfathers and his parents were small business owners. Now as a mortgage professional, Wade has founded two separate mortgage brokerages, Philadelphia Mortgage Brokers and Epoch Lending. He also built a sophisticated technology stack that helps him differentiate himself in the mortgage industry. That tech stack is a major reason Wade was recentl...

Family is at the heart of everything Cubie Hernandez does. Not only does he work alongside his father and his brother Christian, but the company’s name, Mares Mortgage is named after the family matriarch of the family. That family mindset extends to the way he treats his employees, clients, and his local community at large. That approach helps him stand out against large bank lenders in a competit...

Nike Ojo loves to create relationships. Whether it’s with borrowers or realtors or builders, relationships are at the heart of her brokerage. “I love to create and maintain relationships. I love to celebrate people”, Ojo said. That mindset has helped her grow a mortgage business that is almost entirely referral-based. Originally from Nigeria, Nike started working as a deputy tax clerk for the loca...

As a Broker/Owner, Casey Finn places a major focus on culture. Early on in his brokerage, he implemented Simon Sinek’s Golden Circle from his book Start With Why. The concept focuses on a company’s why versus their what or their how. With that philosophy, Casey is focused on culture as the core of his business. That culture not only stretches to his own company but the realtors, lenders, and vendo...

California Mortgage Broker Rich Lane is always on the lookout for how he can improve his business to better compete with the big retail banks. Thanks to constant and consistent advances in technology, the divide between wholesale brokers and retail banks is shrinking daily. With a push towards digital marketing, video, and a diverse tech-stack, Rich understands what it takes to push his business i...

Born in Flint, raised in rural Arkansas, and now back in Michigan, Nexa Mortgage Broker Collin Simpson claims “there isn’t a person you can put in front of me that I can’t build a relationship with…whatever situation you’re in, if I haven’t been there, I’ve been close to there and i know a little something about it.” And this is how Collin finds success. He’s upfront, clear, and...

Michigan Mortgage Broker Rocky Billore was known as the guy who was in the office till nine at night, but there IS a better way of achieving your goals. He hasn’t just found a way to balance his residential and commercial businesses alongside his two hotels. Rocky found a way to get back home to his family. Rocky road-mapped and time-blocked his way towards spending quality time with those he love...

Before opening his own brokerage in New York, Shah Tehrany was in the real estate business. Tired of never hearing back from his mortgage broker connections, he decided that if you want things done right, you do them yourself. Now a Broker/Owner in New York, Shah’s main goal is simple; Be honorable and do the right thing. This is equally true for both his borrowers and his staff. Building his busi...

Maryland Mortgage Broker and AIME President of Broker Advocacy Brendan McKay joins the podcast to discuss the future of the wholesale channel. From attending local broker events with his mom as a kid to now owning a successful brokerage, Brendan has gained the experience and knowledge necessary to turn the Wholesale Channel into a true community, and he needs your help.  Brendan used to have to tu...

VettedVA Mortgage Broker Michael Alberico is a Broker’s Broker. He keeps it simple, leans into what works, and makes sure not to waste his time and resources. He does some marketing, stays up to date on guidelines, and becomes an advisor to his clients, making sure to never over complicate the process for himself or his borrowers.  A good name out the gate, like Raleigh Mortgage Group, definitely...

Sitting at her desk in Southern California, next to her signed picture of Pete Rose, in her office at the edge of a referral-goldmine country club, Broker Owner Lauren Boland joins us for another incredible episode of Broker To Broker. In detailing her years of mortgage experience, Lauren shares how to network, where to find referrals, and how to sell without applying pressure.  Lauren loves to se...