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Rogelio
And I would give different suggestions. And there was one guy specifically. I met him back in 2019, and I gave him a list of things to do. And I was like, go meet with these people. I'm like, listen. I've tried. I'm vocalizing it to everybody. No one's listening to me. But you go meet with these people. You go do this, you go do that. He came back to me, like, two or three years later with the same printout from my email. And he said, rogelio, I did every single thing on your list. And I was shocked, because usually Latinos don't listen to other Latinos. I don't know why I. It's like that, but. And that inspired me. I said, if one person listens, that's all that matters. So go reach that one.
Podcast Host
Welcome to another episode of Pomp. Now let's dive in to the home venture. But before that, who is Rogelio? Before home, what did you do before home? How did you. And then how did this all come to fruition?
Rogelio
Oh, that's a great question. So Rogelio is Rogelio. You know, I'm just. I'm another human, just like you, just like everybody. But what. What separates me and makes me very unique is the fact that I had the opportunity to work at the nation's largest lender for 10 years, and I wasn't just anybody. I got the very unique opportunity to be the man behind Matt Ishbia and
Podcast Host
both of our mentors.
Rogelio
Yeah, yeah, yeah.
Podcast Host
So we're both mentored by greatness.
Rogelio
Yeah, exactly. And being able to watch him grow and scale a $10 billion company to 300 billion is such an inspiration. And learning his tenacity, like, I was around when the CEOs of other banks made fun of him for going 100% wholesale. And so being able to witness that and see someone go completely against the grain and believing in their purpose and then go and achieve greatness is such. Such an amazing moment.
Podcast Host
I feel like there's a commonality, because you tend to see that a lot with great people. Right. We joke around a lot about how that happened. You see that happening to me. You know, anyone who goes against the grain and gets laughed at, you know, they're winning.
Rogelio
Yeah, absolutely.
Podcast Host
They're winning. So. So talk about the experience, the leadership experience that you had at the nation's number one lender and your. And the leadership that you had there and how that really helped for formulate your mindset to adopt it to your current venture.
Rogelio
Absolutely. So when I first started you know, the company had an outdated website. We didn't have our process dialed in. A lot of the C level leadership that you see today joined right around the time that I started. So the beautiful part of that is that I got to grow with them. And so as they expanded, as they grew, and arguably, you know, now working with all 150 different lenders and banks, you know, UWM's leadership is best in class, like, the things that they do and how they work together. And what I really love about Matt Espia, specifically is that he empowers leaders to go and build and do things that they've never done before. One of my favorite memories is Laura Lawson, our chief people officer.
Podcast Host
She's amazing.
Rogelio
She, you know, built the largest sky bridge, and she had her, you know, generate this crazy campus with a basketball court and do things that, you know, she's never done before. But that's what he does. He picks ordinary people, empowers them, and then they just take off.
Podcast Host
You know, you were saying something about leadership, and, you know, you get to be around a lot of leaders. And one of the key attributes of the leadership style of Matt, if you want to mention how he gets into the grain of everything, talk about that experience, how, you know, someone at that stature, biggest CEO worth whatever 30 billion or whatever it is, is in the weeds at the, like, janitorial level.
Rogelio
Oh, man, it's. It's impressive. He is, over all of the details to, like, how long someone's on hold, how long it takes to do a file, how long it takes for vvoe, how long are we doing this, how long are we doing that? And it's. It's operational excellence. And what I love about, you know, him specifically is that normally CEOs, they're in an office, you can't talk to them, you can't see them. This guy is with his people. He's shadowing every single department, saying, hey, what struggles are you going through? What? What, how can we make this better? And he takes the feedback from everybody. And that's honestly, I think what made UWM so great is that they were receptive. And he embodied that throughout his leadership team. Like, even me, I would always come up with ideas and they would listen to me. And other banks, they think they know better than everybody else. And that's usually what trips them up
Podcast Host
compared to uwm, you know, it's so great. I want to tell the audience kind of a quick story who Rogelia Goertson is. You know, I've known him for about seven years now. And when I met him back in 2019, I was a terrified public speaker. And he comes into the office I'm about to do my first big presentation on at my own event, my Christmas party event. And I was terrified. I didn't know how to. How to relay the message over. I didn't know what to do. It was down to like. I'm like, I got this presentation coming up in three days. I don't know what to do. I don't know what to say. I've never done this before. And he just gets, you know, he sits with me for a couple minutes, and then we start diving in. He starts prepping my PowerPoint, getting my thoughts down on a PowerPoint, working down to the very minutiae, how I'm going to illustrate my message, how simple it is, alleviating the anxiety before I speak and helping me really kind of like formulate my thoughts around a public speaking engagement. Now here I am, I'm public speaking all over the world, right? And I'm doing big events, and I'm now podcasting and content. But it all started with this guy right here, seven years ago, you know, in an office where I was terrified to do it, you know, and it's unbelievable where we're both at now. And just it goes to show you, you know, when you have that heart of service, you don't know what's going to happen. Right? You didn't know that, you know, seven years later, here you are, you'd be on this podcast, would be marketing your company and helping push your brand. You didn't do that for. You had no idea. You just did it to serve. You did it at a Goodwill. You didn't do it for any money, then do it, like, for a profit. You did it because you're a man of God and you're a man of servitude. And that leads me to this. This here. What is home? What is the vision of home? What are you doing with home? And where was the gap that you saw that you're like, this needs to happen.
Rogelio
Yeah. Well, first off, thank you for. You know, it feels like that memory was yesterday.
Podcast Host
It does, you know, and time flies.
Rogelio
And if I remember correctly, I think I was watching you stumble upon doing your own presentation. And I said, scoot over. Let me. Let. Let me do this.
Podcast Host
You got on my computer. I remember it like it was this. You got on my computer, did the work.
Rogelio
Me? Yeah. I was like, this is what we're going to do. This is how we're going to do it. Yeah.
Podcast Host
Yeah. You jumped right in.
Rogelio
Yeah. And, you know, that's. That's something that I just have in me. That's what I did at uwm. Like, I joke around all the time that I was the Mexican behind the scenes, because it didn't matter what happened. Like, even if we had a big IT move from. From one suite to the other suite, I was there helping them move computers on the weekend because that's how much I cared about my team and my family, and, you know, that's what it's all about. But in my journey, working at, you know, the number one and the number two lender, because I was a loan officer before I joined uwm, I noticed that there was this huge gap for the Hispanic community, really for all communities. But specifically because I'm Hispanic, I would pay attention to that, and I would. I would be the one to translate in every single department, whether that's servicing, whether that's underwriting for bank statements, different things like that. That ultimately I was like, how come there isn't, you know, something bigger being done about this? You with technology and AI and all of this innovation, how come this industry specifically is so stagnant? And, you know, home started as a simple dream. I. To be honest, I didn't even really want to be the one to do it, because it's a lot of work. But after years of being the only Latino that was at the nation's largest lender, and every time someone would walk through the door, they would be like, row another Mexican's here. Go have lunch with them. And. And I would. And they would tell me the same thing. What are we doing? What are we doing? And I could not give them an answer that I was proud of. And I would give different suggestions. And there was one guy specifically, I met him back in 2019, and I gave him a list of things to do. And I was like, go meet with these people. I'm like, listen, I've tried. I'm vocalizing it to everybody. No one's listening to me. But you go meet with these people, you go do this, you go do that. He came back to me, like, two or three years later with the same printout from my email. And he said, rogelio, I did every single thing on your list. And I was shocked because usually Latinos don't listen to other Latinos. I don't know why, why it's like that, but even my own sister was my assistant for a couple years. She doesn't listen to me. And he went and did everything that I told him to do. And that inspired me. I said, if one person listens, that's all that matters. So go reach that one. So with home, our initiative, because we didn't realize this, but only 1% of loan offices are Hispanic and they're supposed to be the largest home buying population by 2070. So that being said, there's a huge gap that we need to fill. But me, if I were to be a loan officer, I could only touch so many transactions, so many families. But if I empower the community to go and get license to go connect, then I can have a wider net and impact more people. So home in a nutshell is a home, no matter what brokerage you're at, where that community that shows up, where you can grow, you can be inspired, where they can champion your success. And there's no competition because there's so little of us. There's only 1%, roughly around 14,000 Hispanic loan officers and 95% of them are in retail. So. So when you look at it, there is no competition.
Podcast Host
You know, I'm going to have to say the concept is genius. And obviously it applies to not just Hispanic community, every minority community and every community in general. But one thing I'm going to have to say is when you came up with home, you didn't seek money. You said, you know what, there's a gap here and I'm just going to fund it, I'm going to pay for it. Why were you crazy enough to do that? And why are you still crazy enough not to accept money?
Rogelio
You know, when you have a heart that really cares about people, you don't focus on where the money is going to come from. So I focus on aligning myself with why did God put me on this earth? What is my purpose, what is my calling? Trusting that everything else will follow. So I don't worry about tomorrow, I focus on today. What impact can I make today that can drive forth impact for the next 10 to 20 years? And so I was crazy enough to do it because no one believed, because I was the one that was constantly nagging about representation, about language, access, advocacy, and if no one was willing to do it, and organizations that have been around for decades weren't really focused on it, even though they say that they are, that's when I said, okay, I'm going to build my own table with people and empower them. So now what I'm focused on with HOME is not only adding loan officers, but also how do we develop People, how do we train you? Just like Matt Ispia trained me, because we need better C level leaders in the industry, across the board, you know,
Podcast Host
and it leaves me like something our mentor says, both of our mentors is that, you know, if you do the right thing, money always follows. Right. Success will follow as long as we do the right thing. And you know, you're doing the right thing here and here's what's happening. Success is following. You're growing at immense lightning speed. Yeah, right, Lightning speed. And the money is going to follow if you want the money. But your goal is to make an impact. And I feel like your vision with the impact there and it's happening and it's very honorable and you live a life of integrity and servitude and that's what's most important. So let's dive into that here with that said, because people don't understand what home is. You know, it's like we're talking about home, talking about the initiative home, but just give an overarching concept of what is home, how does it help people, how can people get involved and how can they leverage this opportunity?
Rogelio
Yeah, it's interesting because there is no one thing that home is. Because home is very fluid in a sense where if the industry needs us to adapt, we adapt. I'm very much like Matt Espia, where I quickly change things. For example, I was at a big convention and a Hispanic loan officer said, rob, the problem is teaching Hispanic people how to take an MLS test because it's like the SAT where it's not literal. It's, you know, how do they want you to answer this question? So he said, if we can develop the training in Spanish because NMLS has to be taken in English. Except Puerto Rico. That's the one loophole. You can fly someone to Puerto Rico to take it in Spanish. But we developed a course within probably about 30 days. I said, that's a great idea, let's go. My team executed on it. So whatever the need is, that's what I hyper focus on. And just, you know, our, our, our. I think it was our, our first year there was this Hispanic loan officer and she was like, rogelio, you know, we really need more ITIN products and we need Spanish documents. And I was going around begging every single lender, every single lender, give us Spanish documents, give us itin. These are things that the community needs. No one would listen to me. I launched an article that said how tapping into the ITIN space could stimulate our economy by 300 billion and suddenly the phone started ringing and now we have eight lenders that lend in the ITIN space. Same thing with language access. I was begging. I was begging. We have two lenders in the wholesale channel that are focused on language access, and we have another three to four that are in conversations with those vendors to do that same. So as an organization, we're focused on everything, but we are mostly focused on developing people and developing this community. I'm not sure if you know this, but there's 52 mortgage conventions in the entire year. I don't want to just be another convention where people come, they take pictures, they throw a party. I want to be the community that shows up at all of these different mortgage conventions. We take the knowledge, we share the knowledge, we make each other better, we grow each other.
Podcast Host
I got two questions for you. One is at what, what was that moment where you realized, because there's so much, you know, focus in lending and stuff like with, with real. With. With the government, with additional regulatory intervention on the Hispanic community to basically, you know, make sure that there's no additional fees charged to the Hispanic community, et cetera. So they're trying to add these protective measures at the regulatory level. But at what point did you realize, like, well, the Hispanic community is actually underserved and there needs to be additional intervention at the loan officer level to give the necessary support? Because, and we were having this discussion earlier, it's like there's a lot of Hispanic loan officers that say they're Hispanic focus, but what are they doing to the Hispanics? They're just price gouging them to call themselves a Hispanic focused loan officer. But they're gouging and paying double, right?
Rogelio
Yeah.
Podcast Host
So now there, there's government intervention. But what was that aha moment? You're like, this is wrong. There needs to be additional precautions in place. These institutions, we're not going to say their names, you know, that exist currently for real estate professionals. They're not really mortgage pressures. There's nothing to help loan officers. There's no. Nobody to level the playing field for the Hispanic community.
Rogelio
You know, it's interesting because when I started this organization, I got told, good luck. It's your own people that screw over your own people. And I think that's the main reason why I started it is I want to be able. If my grandma was moving from one state to another, I just wanted one trustworthy loan officer in all 50 states that I could refer her to. And that is what I was focused on. So it's finding that one person in every state that can lend honestly. And, and let's be, let's be real lending that's for profit. Home is a non profit. There's a reason why we're a non profit but at the end of the day you, you should get paid for being a loan officer. I'm not saying go do free loans like you're not in the business for you know, a nonprofit but at the same time are you treating them fairly if you're seeing that their dti, you see their financial situation. So you do that heart check when you're serving your community. And it's not just Hispanics, it's every single borrower and every single family. Especially right now that the economy is crazy, that jobs are being lost with AI and the disruption. It's how can we serve and make sure that we are doing the best by every single community and every single consumer.
Podcast Host
Now the organization, it's not just a place to empower loan officers. You're a complete ecosystem from placing to scholarship opportunities. By the way, we're going to be dropping a scholarship and a partnership with our organization here where we're going to make it available for listeners to enter the home ecosystem and create a true opportunity. Because what home has done is they've partnered with thousands of brokers across the nation, mortgage brokers and through this organization now we can offer you the education, the licensing curriculum and after your license as a mortgage agent. And this is all.
Rogelio
When I found out I was going to be a parent, I immediately felt a lot of anxiety and worry. So I went on to BetterHelp to try to look for a therapist to help me with that.
Podcast Host
My relationship with my family and with my boyfriend and with myself were suffering.
Rogelio
I really needed help. I was ruminating a lot, really getting those thoughts out to a therapist and getting feedback was just life changing.
Podcast Host
Discover what BetterHelp online therapy can do for you. Visit betterhelp.com today. This is all scholarship based. After you get your license, which we help you get, home helps you get. Now for the coffees listeners, those that are avid fans listening to the content here, you're going to be able to get a job and, and if you guys don't know, mortgage professionals are some of the highest paid people in the world. So he's opening up doors of opportunity for people to make real livings. So it's not just home as a non profit, it's home as a way to create families and serve families at a macro level and help thousands of people. Because guess what? He's going to put food on the table for the underserved. And those underserved now are going to have true financial opportunities. Because I'm an immigrant. You're an immigrant. I came from Egypt, came from nothing. The mortgage industry allowed me to make millions of dollars and serve my people. And now if you come to Emortgage Capital, I got like hundreds of loan officers that are Egyptian.
Rogelio
And a lot of Latino too.
Podcast Host
And a lot of Latino. You know, I tried to serve my community as well.
Rogelio
Yeah.
Podcast Host
Through my company. And I feel like there's a direct synergy because that, you know, home serves the minorities, like home can serve my Egyptian community because a lot of kids are coming out of college and it's like if you're not going to med school, you're not going to make enough to live in Orange county, you know,
Rogelio
and even if you do go to med school after those student loans, you're still not making enough.
Podcast Host
You're still not making enough. And guess what? If you go to my neighborhood in Newport, there is no medical professionals. They're all financial people. So if people want to make real money, this is the business. This is the business. And this is not just a non profit for the purpose of nonprofit. This is a nonprofit with a mission that's much greater than what we're discussing. This is a non profit that's going to serve tens of thousands of people. And those tens of thousands people have families.
Rogelio
Yeah.
Podcast Host
That have Thousands. So another 40,000 people on top of that. And that's just the beginning. That's just scratching the surface. Now you're just talking about the Hispanic community and then you got the Asian community. And I know you're in conversations with other leaders that are like, well, we need this for our community. The Arabic community and the Asian community, the Chinese community and the Korean community and the Filipino community. Yeah, this is a, this is going to have a cascade effect.
Rogelio
Absolutely.
Podcast Host
That is. And. And that's what it's about.
Rogelio
Yeah.
Podcast Host
You know, this is a legacy project.
Rogelio
Yeah.
Podcast Host
That is much greater than, you know, you or I can fathom. And the saying, the biblical saints, like we just plant the seed. Right. And Apollo waters it. And what happens when Apollo waters, You know, when heaven speaks? You know, God's gonna make momentous moves through this organization and I believe in it. And I'm an avid supporter, as you can see. But with me talking, and I just talked a storm up about it.
Rogelio
No, you're good. I did want to bring up one thing you mentioned, sowing seeds and you know There's a very big difference between sowing seeds in good soil versus bad soil. And, you know, you could see people that invest and invest their time, but they don't see any reward for what they sow. I'm the complete opposite. I focus on that person's heart. Is this someone that I should be connected to? Is this someone that I should be pouring into? Because you can pour a lot into people, and their hearts are not ready to receive or to listen. Those aren't your people. So now with my leadership team, specifically because they're like, ro. We're promoting home. We're promoting home. People aren't listening. Those aren't your people. Stop trying to force someone to listen to something that they don't want to receive. Go find your people. Because you should never have to sell. Yeah, you should just show up and authentically show up, and then the right people connect to you.
Podcast Host
Which leads me to this question. We talked about personality assessments. Now, like, your goal is to empower people in the right mindset. You're not, like, empower people and then they go price gouge.
Rogelio
Yeah.
Podcast Host
Right. So you're taking a step above. You're actually doing personality assessments, character assessments of these people, right?
Rogelio
Yeah.
Podcast Host
Talk about that a little bit. What are you doing to really kind of help, you know, address variables that people don't really think about?
Rogelio
Yeah. You know, there's different personalities within the mortgage community. You have your. Your loan officer. You have your loa. You have your processor. You have your underwriter. You have your closer. You have your broker owner. And, you know, being over the top 200 clients and being able to really pull apart all these mortgage companies, you see the different personality traits that they all have. And I was very fortunate to fly around, and I would pull apart brokerages and, you know, align them with their goals and their mission. But oftentimes you would be like, hey, that person's in the wrong role. They really should be a cmo. Or, you know, that technology officer isn't really a technology officer. And we would give that advice, you know, with Brian Miller back in the day. And that's what kind of drove us to say, let's make sure that the personality matches the role. Because you have a lot of people that want the loan officer paycheck. But do you have the personality to go out there, talk to strangers, get referrals, build that, like, the loan officer role? That's not for the faint of heart. No, that's not for anybody. And that's what we really want to be focused on, we don't want to set someone up for failure, we want to set them up for success. Now that's it comes into two parts because there is something very different when you start off as a processor, but then you're like, you know what? I mastered this. I want to be a loan officer. And then you graduate and you commit to, you know, developing those skills to become that person. But again, that's you, your career path. So we don't want to manipulate anybody into a career in mortgage. We want you to self guide similar to those assessments that we took in eighth grade with, like, are you a teacher? Are you a plumber? Like, what would you be good at? What trade are you good at? It's that same approach, but just geared towards the mortgage industry.
Podcast Host
Now what he's doing, guys, is creating the exact playbook based on your personality to enter into the most lucrative financial sector on the planet. It's genius. And he's got it narrowed in down to your personality, down to placing you with the right mortgage company because he's built a network with thousands of mortgage companies throughout the country. He's one of the most reputable people on the planet and one of the most beloved. And you know, talk to people about, talk to me about the placing, you know, finding the right mortgage company for them, finding them with, placing them with the right, you know, institution so that, you know, not only getting them educated, funding the deal, then you're placing them with the right company.
Rogelio
Yeah. So a lot of that really comes back to what their goals are and who they want to be. And it comes back to mentoring. And so I don't steer anybody and I don't promote, hey, go to this company over this company. But I do like to take them on the path of what are your goals, what are you looking to accomplish? And let's be very real and very honest. No one mortgage company is similar. It's funny because there was this post where someone was, you know, talking about banks versus brokers, and I commented and I said, you know, I believe that both serve the community in different purposes. But there's not one mortgage company that is like the other. They all have different tech, different processes, different leadership that go find your environment and go find your people and just grow. Like, grow. So ultimately, with all of these thousands and thousands and thousands of mortgage companies, go find your people. And if you join a mortgage company and you want to grow, it's okay to outgrow that mortgage company. You know, a lot of times in this industry, people try to and I think that's what I'm trying to solve for is they try to gatekeep lender information or different. I want to be the only one that knows DSCR or I want to be the only one that knows this type of product or you know, I don't want them to know that all of these other mortgage companies exist because what if they leave? So what, what do they want to do? Do they want to build a team and are they at the right brokerage that can build that infrastructure? Or are you a one to an operation that don't even have technology, doesn't even have a CRM, isn't even focused on that. So it's very important that as CEOs we are focused on growing our people but also being true to our goals and where we want to be and attracting the right people that contribute to those goals.
Podcast Host
I love that. Now one thing I, I know we talked about this a little bit, but you feel that home is making up for some of the deficiencies that some of the Hispanic children got exposed to because they just didn't have the resources. And you're basically adding that additional layer of mentorship to really guide them in a path of success. Because let's face it, you know, some of the Hispanic communities come over poverty stricken. They just are trying to survive. Yeah, right.
Rogelio
Yeah.
Podcast Host
So talk about that a little. How's that mentorship, that playbook, really shifting folks mindset to, to really think big and to have real success?
Rogelio
Yeah, I, you know, I look at my own personal life and I grew up in an amazing family. My parents did everything for me. I didn't realize that we were poor because that's how great they did. Like we had a brand new house, brand new car. My family owned a church. Like you, you wouldn't think that the church is broke, but nonprofits really don't make money, so get into mortgages. But you know, it's, it's, it's interesting because my family grew me up until a certain point. And then when I met Matt Ishbia, that's when he kind of took over and sewed into my life. And so I'm looking to do the same approach. And it didn't really dawn on me until there was this young kid that was complaining about the people on his team and he was like, you know, they have this personality and they have this and they have that. And I said, hey list, you have to look at it completely different. What you are looking at is you are looking at Hispanic young adults. Their parents did the best that they could at raising them with the resources that they had. And it's our job as leaders to make up for those deficiencies and teach them in different areas. Now with kids, you know, you love your kids, they're all different. They all need something different from their parent. And so that's what it's our job and our duty. So what I love about the home community is that it's not what how can I join home to get, it's how can I join home to give. Let me pair up with someone that maybe didn't have this leadership skill or maybe didn't have anyone to teach them or mentor them in these areas. But we can fill that void and help get you there. And, and that's the main vision behind all of it. It's not, you know, we're more focused on people development and making sure that you reach your full potential. Not our full potential. Your full potential. Who do you want to be? What did God destine you to do? And then let's go amplify that and walk me through.
Podcast Host
How are you doing that? Like, what are some, what's some of your strategies currently?
Rogelio
Well, you know, varies because, you know, you see, and just to be clear, you know, you could have a 40 or a 50 year old that's as immature as a 12 year old.
Podcast Host
Yeah.
Rogelio
And that mentally is not developed. So every person is unique, every. Just like mortgage companies, they all have different ingredients and they're all different in their own way that you kind of have to tackle that one on one. But the way that I have personally done it is the Mat Ishbi approach where I breed leaders that breed leaders. So my goal and my mission is how can I have my executive team practice these things and be very selfless so that then they can go and they can breed leaders within the community. Because I don't want to do this forever. So I'm looking for my replacement, which is very different from the industry norm. Normally you don't want to replace yourself and you want to keep that job forever. But I'm focused on the complete opposite. Because what happens if you impact more people's lives? More people's lives get impacted. And what is the quote? Rising tides lift all ships.
Podcast Host
Yeah, yeah.
Rogelio
So that's what our focus is. But you are also responsible for the seaworthiness of your own ship. So that's where it goes back to the heart. Check all of the leaders, everyone that's pouring in. And when certain situations arise, like I really spend time with God and I'M like, God, this is rubbing me the wrong way. Or this person came, you know, from this perspective, help me discern, give me the wisdom so that I'm not misinterpreting this. And one of my mentors, because I grew up in the church, they told me there's three voices that speak to you. You have God, you have the devil, and you have yourself. And it's very important to bookmark those so that you understand who is what and you don't misinterpret it.
Podcast Host
Yeah, that little angel devil.
Rogelio
Yeah.
Podcast Host
Sometimes yourself is like on the devil's side. Sometimes on the angel's side.
Rogelio
Exactly. Yeah. So you got to be careful.
Podcast Host
Yeah, you got to be careful. Couple last questions now. What's a personal goal that you have for yourself, a business goal that you have for your business and your family goals?
Rogelio
Well, family goals, I crush that because I, I, I'm a big believer that, you know, you have to get your family in order. So I was the youngest and I have two older sisters and they were not in good marriages. So my goal was to get them divorced. I did that, paid for their attorneys and everything. And now they're happier. Now you see their life flourishing. Now they're better moms and, and I love that. And they' on self love. So what's for the Hispanic community? That's, that's huge. Like to have a younger brother go and do that. I bought my mom a Mercedes. That was one of my goals. My parents house has completely paid off. So those are some of the family dynamics. And then I took right when I launched home, the year I launched home, I took all 16 members of my family on an all paid vacation to Mexico because I wanted them to experience that culture, understand why it is that I was doing all of this. So that's the family aspect. Personal. You know, I work out almost every single day. Especially when you're traveling, when you're doing all this stuff, it's very hard to eat right and stay disciplined. So that's one of my main focuses, making sure that I'm top notch to go and pour into other people. Professional. I want to grow home so big that, you know, every single consumer sees that logo and they understand that's a trustworthy advisor. So it's building up the community so that then they can go and support all of the other communities as well.
Podcast Host
Guys, when you see that home badge on someone's email signature, you are gonna know that they are vetted, they are trustworthy, they will not gouge, they will not Price gouge. And they are specialized to handle your situation. Absolutely right. And we're gonna help them. We're gonna help them within our own organization.
Rogelio
Yeah.
Podcast Host
Got a thousand people. And we're gonna help them through this community.
Rogelio
Yeah.
Podcast Host
Which is I don't know how many listeners.
Rogelio
Yeah, exactly. So come become a loan officer.
Podcast Host
Yeah. He's going to help you guys change your career path. We're going to launch a special, a special partnership specific for the coffees listeners, our school community that we're launching here in the next couple weeks. And it's going to be an all expense scholarship paid, get you educated, get you placed, get the right place broker to match your personality profile and help you make millions of dollars. That's the goal. And from there you'll be like, I listen to this podcast one time and I've, you know, ran into Joe Shalabi and Rogelio Gorzon and you're gonna pay it forward.
Rogelio
Yeah.
Podcast Host
And that's, that's the objective, you know, continue to pay it forward and do God's work and we're gonna continue to spread our mission. With that said, my last question. When you're in front of the pearly gates, what do you think God's going to tell you,
Rogelio
man, that's a, that's a tough one. I think he's going to say, you know, I'm proud of you. I see how much attacks were against you, how much people went against you, how much people, the enemy, tried to derail you from your purpose, your mission, but you stayed true to the course and you knew who you were even when the rest of the world didn't see it.
Podcast Host
God bless you, man. I hope you hit your goals. And that was, you know, that was a touch. That was an emotional moment for me and you, by the way. Yeah, for me. For you and me, I mean, and I can feel your heart in that response. So you know that that hit for me too. And I know that you're, you're sticking true to your goals, you're sticking true to your vision. And I know how much the enemy is attacking you.
Rogelio
Yeah.
Podcast Host
You know, because people don't believe in a vision. That's right. And they're always going to try to derail you from that. So stay true to the course because you know that that's what's right.
Rogelio
Absolutely.
Podcast Host
You know, and the impact is already materializing.
Rogelio
Yeah.
Podcast Host
Really? If people want to connect to you, how do they find you?
Rogelio
My Instagram, Facebook, Rogelio, home. That's where you can find me. And and also Tunuevo home. So two things Rogelio home and then tune home. Which means your new home. That's how you can find us.
Podcast Host
Sweet guys. Get in touch with or Helio. He was the brilliant guy behind the new Coffees in Espanol that's launching soon as well. Thank you guys for tuning in. God bless you guys. Make sure to stay tuned. We are going to be launching some cool scholarship opportunities for y'. All. God Bless.
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Episode: He Gave Them the Plan… Nobody Executed ft. Rogelio Goertzen II
Host: Joseph Shalaby
Guest: Rogelio Goertzen II
Date: April 24, 2026
This episode is an inspiring deep-dive into the journey and mission of Rogelio Goertzen II, a prominent figure in the mortgage industry and founder of HOME, a nonprofit organization devoted to increasing minority representation—particularly for Latinos—in mortgage lending. The discussion covers Rogelio's background, the driving ethos behind HOME, the unique challenges facing Hispanic communities in real estate, and the importance of authentic leadership and mentorship. The episode blends industry lessons with heartfelt personal stories, ultimately spotlighting how one person's commitment can sow lasting change.
The episode is frank, motivational, and soulful—intertwining business acumen with personal conviction and a strong sense of service. The message is clear: transformation doesn’t start from the top, it starts with each person. Rogelio and Joseph inspire listeners to serve, empower, and lead with integrity, while earmarking the mortgage industry as an engine for social mobility—if the right people step up and pay it forward.