Broker-to-Broker

Episode 43: Cold Calling Confidence, Using AI Wisely, and Selling From Clarity Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager Broker Buzz How to approach cold calling with the right mindset and build confidence through repetition. Practical ways brokers can leverage AI today without risking client data or overcomplicating their workflow. Financi...

Episode 239 Host: Marc Summers (AIME’s Founding President) Guest: Russell Petty (Founder of Broker Marketplace) In this special demo-style episode, Russell Petty returns to roll up his sleeves and show loan officers exactly how to move beyond basic ChatGPT. Through live screen sharing, he reveals a suite of powerful AI tools that have the ability to transform how you learn, market, automate, and s...

Episode 42: Taking Chances, Holiday Momentum & Playing the Long Game Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager Broker Buzz How DSCR loans held in LLCs can impact future DTI calculations. Navigating unusual property conditions under FHA guidelines. Properly documenting IRS payment plans without slowing a deal down. Sales Pitch Training |...

Episode 238 Host: Marc Summers (AIME’s Founding President) Guest: Russell Petty (Founder of Broker Marketplace) This week’s Broker to Broker podcast features A.I. strategist and former broker-owner Russell Petty, who delivers a masterclass on integrating artificial intelligence into your brokerage. Russell moves far beyond basic ChatGPT uses, revealing how broker-owners can harness advanced A.I. f...

Episode 41: Staying Focused, Leading with Confidence, and Planning for the Year Ahead Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager Broker Buzz – How to handle listing agents who deal in absolutes and question non-local lenders. – Navigating cash-out refinances on homes held in a trust. – What brokers need to know about H.R. 3...

In this episode, Laura Brandao sits down with Terri Davis, VP of Product at Cotality, to explore her four decades of experience across the mortgage industry. Terri has worked in processing and underwriting, mortgage insurance, automated underwriting at Fannie Mae, and now product innovation, giving her a perspective that is exceedingly rare in today’s climate. Terri shares the pivotal leaders and...

Episode 237 Host: Marc Summers (AIME’s Founding President) Guest: Troy Molitor (President and CEO of Molitor Financial Group) This week’s Broker to Broker podcast features Troy Molitor, who shares how he built a thriving business centered on consistency, communication, and genuine connection. With more than two decades in the mortgage industry, Troy breaks down how brokers can create momentum thro...

Episode 40: Business Losses on FHA, Webinar Strategy & Mastering Your Refi Pitch Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager Broker Buzz – How FHA underwriters treat business losses and why a simple CPA letter of dissolvement can solve the issue. – Why webinars are rarely the best move for new lead generation and how one-on-on...

Episode 39: Navigating FHA Challenges, Nurse Bonuses & The DEP Framework Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager Broker Buzz When clients want a second FHA loan, what really qualifies as an exception and how to push back responsibly. Handling shift bonuses for new nurses and understanding what underwriters can and cannot count as inco...

Episode 236 Host: Marc Summers (AIME’s Founding President) Guest: Matt Oliver (Loan Originator at Lund Mortgage Team) This week’s Broker to Broker podcast features Matt Oliver from Lund Mortgage, who shares how he built a thriving direct-to-consumer model, maintained a strong referral network, and created long-term success through consistent database management and client relationships. With over...

In this episode, Gabi Wiartalla (Kind Lending) sits down with Kenzie Hammock, a former retail LO who recently made the leap into the wholesale channel. Together, they unpack what it feels like to step into a new professional world, the learning curve that comes with it, and the moments that helped Kenzie find her footing and confidence. Kenzie opens up about navigating the transition, trusting her...

Episode 38: Joining Bigger Brokerages, Extenuating Circumstances & The Power of Introductions Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz – What to know before leaving your own brokerage to join a larger shop. – Why “extenuating circumstances” rarely apply after bankruptcy and how to have the right conversation wi...

In this heartfelt episode, Ashley Miller (Empire Home Loans) welcomes Mikaila Browning, a newly licensed mortgage professional who’s already making an impact with her openness and authenticity. Mikaila shares her journey of leaving a long-term career, facing unexpected change, and finding her calling in the mortgage industry. She opens up about the challenges of balancing motherhood with building...

Episode 235 Host: Marc Summers (AIME’s Founding President) Guest: Steven Carey (Owner of Hightide Mortgage) This week’s Broker to Broker podcast features Steven Carey, Owner of Hightide Mortgage, who shares how he built a thriving brokerage by blending corporate sales discipline with modern technology and a people-first mindset. From his start in banking to launching Hightide, Steven breaks down h...

Episode 37: Bank Statement Loans, Vacation Homes & Comfort Zone Confessions Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz – What to charge on multi-million-dollar bank statement deals and why undervaluing yourself costs more than you think. – How to correctly classify short-term rentals versus long-term leases when...

In this inspiring episode, host Nicole Ahles (Edge Home Finance) talks with Liz Rich, a former kindergarten teacher turned powerhouse mortgage broker, about what it means to build a business rooted in faith, service, and determination. Liz shares how she went from teaching in a classroom to closing over sixty loans a year, balancing business growth with family life, and creating systems that keep...

Episode 36: The Fuse Experience, Team Trust & Owning Your Attitude Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Fuse Buzz Behind the scenes of AIME’s biggest event of the year, Fuse 2025. How the AIME team executes one of the mortgage industry’s top conferences with such a compact team. The lessons in leadership, autonomy, and trust that...

Episode 234 Host: Marc Summers (AIME’s Founding President) Guest: Kenneth “KT” Travis (President & CEO at Greenlight Mortgage, Lender Relations Manager at AIME) This week’s Broker to Broker Podcast features Kenneth “KT” Travis, a Marine veteran, CEO of Greenlight Mortgage, and AIME’s Lender Partnership Director. He’s here to share his inspiring journey from serving in the Marines to helping sh...

Episode 35: Cash-to-Close Confusion, Jumbo DTI Caps & Embracing the Repetition Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz Cash-to-close breakdowns that confuse even seasoned borrowers—and how to explain them clearly. Jumbo DTI limits: where the real investor caps are and what exceptions actually mean. How one missed disclosu...

In this episode of the WMN Podcast, Nike Ojo (Mortgage Broker, Sugar Land TX) and Nichole Foster (Account Executive, Kind Lending TPO) get real about mistakes. The ones they’ve made, the lessons they learned, and how they turned setbacks into stronger systems and relationships. They share why slowing down can prevent costly errors, the importance of honesty and owning your mistakes, and how collab...

Episode 34: Sourcing Cash Gifts, FHA Late Payments & The “Future Pace” Sales Technique Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz – How to properly source and document cash gift funds from a wedding (even large cultural cash gifts) for a Fannie Mae loan. – Why FHA Cash-Out Refinances have...

Episode 33: School Transcripts, Variable Income for Nurses & The 3 Types of Clients Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz – Using school transcripts for employment when a borrower hasn’t graduated yet. – Qualifying a W-2 nurse with new variable income and a 1099 co-borrower with FHA. &#8211...

In this episode, Christine Beckwith (CEO & Founder of 20/20 Vision for Success Coaching) and Molly Meeker (Edge Home Finance) dive into the best practices brokers need to succeed in today’s challenging market. They talk about the importance of mining your database, building and maintaining strong realtor relationships, and using social media as a tool for visibility and connection. Along the w...

This week’s Broker to Broker podcast features Phil Stevenson, a veteran, expert broker and industry leader with nearly two decades of experience under his belt. From his early days specializing in reverse mortgages to building a thriving all-purpose shop at PS Mortgage Lending, Phil shares how adaptability, education, and authenticity drive lasting success in any market. Key Takeaways: – Rev...

Episode 32: Gaps in Employment, Homebuyer Credit Programs & Building Future Leaders Hosted by Jonathon Haddad, AIME’s Chairman & CEO, and Tommy Golightly, AIME’s Marketing Manager. Broker Buzz How underwriters really view employment gaps and what documentation makes the difference. A breakdown of the new $15,000 homebuyer credit program and where it stands today. Why income sta...