AIME Association of Independent Mortgage Experts

Broker to Broker Archives - AIME Group

Business EN ↓ 251 episodes

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 JP Hussey, Broker/Owner of the Hussey Team, 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!

Author

AIME Association of Independent Mortgage Experts

Category

Business

Podcast website

aimegroupstage.wpengine.com

Latest episode

Jun 23, 2026

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Episodes

Building Team Trust & Geeking Out On Guidelines (with Amanda Stevenson) – Episode 51 19.01.2021

For Amanda Stevenson, helping people find homes is a family affair. Growing up with a real estate agent/mortgage broker father, Amanda knew what an LTV was by age 10 and had her own real estate license by 20. Now, her daughter is her assistant. Amanda attributes her success to two major actions; leaning into her specialty, VA home loans, and her ability to trust her team. Both took time to nurture...

Tackling Transparency: Culture, Branding, and Community Outreach (with JP Hussey) – Episode 50 24.11.2020

We’re flipping the switch for this very special milestone episode of Broker To Broker as AIME President Marc Summers interviews former host and Philadelphia Mortgage Broker, JP Hussey. Championing complete and utter transparency above all else, JP has learned that the only way to successfully have a work/life balance is to shoot straight and be yourself. If you feel good, you work good.  Creating...

Doubling Your Business By Dissecting Processes & Procedures (with Corrina Carter) – Episode 49 10.11.2020

Wholesale channel Veteran and Broker / Owner Corrina Carter has doubled her business by analyzing, dissecting, and rearranging her processes and procedures. It’s taken her 23 years in the industry, and the last 9-months of hands-on work, but she is almost done perfecting her processes and procedures. That’s one of the most important things to Corrina, you always have to adapt to the current times...

How To Successfully Utilize AIME & The Brokers Are Better Facebook Group (with Andrew Kunisawa) – Episode 48 27.10.2020

Having been in and out of the industry since the early 90’s, California Mortgage Broker Andrew Kunisawa has only recently transitioned back to the wholesale channel. Instead of just shyly standing in the corner and surviving off the minimal amount of loans he needed, Andrew has taken full advantage of all the tools and resources that weren’t available to him back when he first got into the busines...

How To Save Time & Identify Your Pain Points (with Jackie Dunlap) – Episode 47 20.10.2020

EXPLETIVE WARNING (NSFW) Producing Broker/Owner Jackie Dunlap does not hold back. She worked hard to get here and she’s just getting started. Once a retail “scrubber,” as her position was called at the time, Jackie is now the shining example of how (and why) to transfer to the wholesale channel.  Backed into a wall by end of year call reports, Jackie felt overwhelmed and borderline hopeless. With...

Educating & Building Trust With Consumers (with Arlicia Jones) – Episode 46 13.10.2020

Real Estate Agent turned Mortgage Broker Arlicia Jones holds the ability to build trust above all others. With a brokerage based almost entirely on referrals, Arlicia has built a business around making relationships that matter. She not only argues that cultivating successful relationships is the most important part of the job but it’s the sole factor that will keep the wholesale channel relevant...

The Long Game: Using Your CRM to Create a Referral Based Brokerage (with Jamie Cavanaugh) – Episode 45 06.10.2020

You have to plant the tree now, so next year you’ll have shade. Having built a 100% referral based business, nobody knows that better than Southern California Broker/Owner and COO of Amerifund Home Loans, Jamie Cavanaugh. Starting as a Loan Officer Assistant while still in high school, Jamie has amassed over 20 years of industry experience. After experiencing multiples sides of the business and su...

Referrals, Veterans, & Women in Mortgage: AIME Fuse Virtual Preview (with Jamie Cavanaugh, Nathan Knottingham, & Scott Schang) – Episode 44 22.09.2020

Tune into this special AIME Fuse virtual edition of Broker To Broker with not one, not two, but THREE guests as they preview their panels for AIME Fuse 2020 on Friday, September 25th.  Broker/Owner and blogger Scott Schang gives a sneak peek into how he has created his 100% referral based business. Scott says that getting good leads the right way is not the easiest route, but it’s what’s best for...

Controlling Chaos & Growing Your Team (with Claire & Matt Mahoney) – Episode 43 15.09.2020

Through dealing with the west coast forest fires and balancing multiple different hybrids of in-school and at-home learning, Oregon mortgage broker and mother of six, Claire Mahoney has learned a thing or two about controlling chaos. Having had an employee quit with no warning and two others get pregnant at the same time, Claire has managed to not just uphold her high expectations, but has set up...

How to Network & Delegate to Avoid Burnout (with Chasity Graff) – Episode 42 01.09.2020

With 15 years in the wholesale channel, Louisiana Broker/Owner Chasity Graff has networked with the entire industry by now. She has learned how to maneuver and manipulate social media and knows how to squeeze the most wealth and knowledge out of any facebook group. Identifying the COVID-19 pandemic as a unique opportunity, Chasity has leaned into all the things she never had time to do before, not...

How to Avoid Distractions and Do What’s Right (with Marc Summers) – Episode 41 24.08.2020

It’s easy to get lost in the chaos of this unprecedented refi-boom, but AIME President, Michigan Mortgage Broker, and high school basketball coach Marc Summers is here to share the processes and procedures he has used to help his brokerage flourish for almost two decades. Marc preaches the importance of keeping it simple. With so many opportunities to overcomplicate an already complicated process,...

The Steps Toward Building a Successful Team (with Matt Cole) – Episode 40 13.08.2020

From working in retail to becoming one of the top-producing brokers in the country, Matt Cole from United Wholesale Lending has used his passion for success and structure to create a high-volume business within the mortgage industry. According to Matt, working with like-minded people who respect your time and support you is the key toward accomplishing your goals as an independent mortgage broker....

The Importance of Marketing and Building a Brand (with Jason Erickson) – Episode 39 13.07.2020

From working at a gym to becoming a successful self-producing loan officer, Jason Erickson of Barrett Financial Group has built his career on utilizing organic marketing techniques and remaining true to himself. According to Jason, it’s important to not only focus on promoting your business on social media, but share aspects of your personal life to bring a more humanized approach to your online p...

The Process of Implementing Efficient Systems (with Nick Heth) – Episode 38 06.07.2020

As a self-producing broker owner, Nick Heth of Phoenix Mortgage Brokers has focused on standing out from his competitors by becoming well-versed in areas of the mortgage industry that others might not always understand. According to Nick, the best way to provide for your clients is to educate yourself on every aspect of the loan process and work toward finding your niche as an independent mortgage...

Why Authenticity is the Key to Growing Your Business (with Tom Ahles) – Episode 37 29.06.2020

From running nightclubs to owning a high volume brokerage, Tom Ahles of Edge Home Finance Corporation has always approached his business with a relationship-based mindset. According to Tom, it’s important to grow your business organically and focus on offering the best deals possible for your clients. If you’re giving them a valuable experience, it’ll ultimately lead to more referrals and loans wi...

The Importance of Focusing on the Client Experience (with Irene Amato) – Episode 36 22.06.2020

As a successful woman in a male dominated industry, Irene Amato of A.S.A.P Mortgage has solely built her business on the importance of bringing motivation into the company culture and participating in community outreach efforts. She believes in hiring like-minded individuals who carry similar values and focus on providing each client with an exceptional experience during their home buying process....

The Benefits of Systemizing as a One Man Shop (with Dan Patty) – Episode 35 15.06.2020

From running a business on ebay at the age of 11 to selling baseball cards in middle school, Dan Patty of Solcosta Home Loans has always led with an entrepreneurial mindset. He’s constantly focusing on templating processes and organizing Excel spreadsheets to ensure every client successfully closes on a home. Dan believes systemizing everything upfront can be what saves you in the end. Tune into t...

How to Become a Trusted Advisor for Your Clients (with Dan Lourenco) – Episode 34 08.06.2020

Whether you’re a seasoned broker or new to the channel, it’s important to center your business model around the needs of your consumers. As a loan originator, you should focus on having a balanced mindset and building trustworthy relationships in order to succeed in the mortgage industry. If you work hard in the beginning, you’ll end up benefiting even more in the long run. Tune into this week’s e...

Developing a Successful Real Estate Partner Relationship (with Barb Multari) – Episode 33 01.06.2020

From graduating college with a degree in engineering to joining the broker channel, Barb Multari of Pathway Mortgage Group has succeeded through the challenges of opening her own brokerage and establishing a local reputation for herself after uprooting her entire life to move across the country. As Barb and her husband work together to grow their business, they’ve learned to combine their niches t...

Utilizing Technology to Create a Customized Client Experience (with Andy Harris) – Episode 32 26.05.2020

From dealing with his family’s financial struggles as a child to becoming a self-made millionaire, Andy Harris of Vantage Mortgage Group has dedicated his career in the mortgage industry to focusing on establishing effective systems and staying ahead of competition. According to Andy, incorporating technology into your business can create a customized consumer experience and help independent mortg...

Building Your Business Using a Process-Focused Approach (with Nate Davis) – Episode 31 18.05.2020

Mixing his analytical background and determined mindset, Nate Davis of Florida Mortgage Firm has focused immensely on creating effective processes to benefit not only the consumer but his real estate partners and loan officers as well. According to Nate, consistency is the key to developing healthy habits that will improve your business and relationships. As a business owner or loan officer, imple...

How to Develop and Maintain Strong Client Relationships (with Katrina DiBiase) – Episode 30 11.05.2020

What are you doing to stay top of mind with your clients? Katrina DiBiase of North Star Mortgage Group believes that forming a solid and valuable relationship with your clients is the key to growing your business. Whether it’s meeting in-person to discuss their loan application or delivering personalized gift baskets, you focus on making personal connections with your clients rather than providing...

Leading Your Business With a Systematic Mindset (with Brian Decker) – Episode 29 05.05.2020

The key to success is creating effective systems that will guarantee you’re dominating the mortgage industry, according to Brian Decker of Modern Lending. Brian has dedicated his time in the mortgage industry to breaking down the loan process and utilizing his drive to rank as one of the top-producing independent mortgage brokers in the country. It’s all about putting yourself in the right mindset...

What It Takes to Become an Effective and Influential Leader (with Shashank Shekhar) – Episode 28 28.04.2020

With a determined mindset and desire to grow his own business, Shashank Shekhar from Arcus Lending came to America with not only the intent to fully accomplish his goals but also to create a long-lasting legacy that will carry on. As stated by Shashank, we should be focusing on hiring for quality rather than only looking for certain skill sets during the recruiting process. He notes that if you’re...

The Value of Building Trust with Your Employees (with Andres Munar) – Episode 27 20.04.2020

With over 13 years of experience working as an independent mortgage broker, Andres Munar of Keystone Alliance Mortgage has managed to successfully build a high volume business and quickly become a recognizable name within the mortgage industry. According to Andres, the key to success is giving back to your employees what your mentors gave to you and focusing on creating a trustworthy culture withi...

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