
Hosted by Justin White · EN

The following guest sits down with host Justin White:• Kristin O’Neil – Sr. Loan Officer, Open Door Lending With Easy Access to Information, Borrowers Need Mortgage Brokers More Than EverWith endless information at their fingertips, borrowers can learn about mortgages before they even talk with a loan originator. What does that mean for mortgage brokers, especially as more people turn to AI for advice? Listen to Episode #128 of Good. Better. Broker. as we sit down with a mortgage broker who cuts through the digital noise to help her clients make the best decisions for their short- and long-term goals.In this episode of the Good. Better. Broker. podcast, you’ll learn how to advise borrowers who use AI to learn about mortgages.In this episode, we discuss ...• 1:51 – prioritizing clients’ long-term goals• 5:20 – helping clients navigate the emotions of the mortgage process• 6:59 – educating clients without overwhelming them• 9:11 – how to assess clients’ goals• 11:03 – keeping rate conversations positive• 13:29 – helping borrowers who aren’t ready to buy• 16:27 – why Kristin doesn’t hard-sell clients• 17:59 – helping self-employed borrowersShow Contributor:Kristin O’NeilConnect on LinkedIn Connect on FacebookConnect on InstagramAbout the Host:Justin White is UWM’s in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram or Twitter Connect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.

The following guest sits down with host Justin White:• Michelle Chretien – Branch Manager, Milestone Mortgage SolutionsMeeting Clients in Person Creates Stronger Relationships and More Business OpportunitiesWhether it’s through text, video message or even social media, there have never been more ways for loan originators to communicate with borrowers. That said, face-to-face interactions are still incredibly effective. Why should LOs consider getting in front of more clients? Listen to Episode #127 of Good. Better. Broker. as we sit down with a 30+ year industry veteran who literally shows up for her clients all the time.In this episode of the Good. Better. Broker. podcast, you’ll learn why in-person meetings bring in more business and referrals. In this episode, we discuss ...• 1:50 – Michelle’s 30+ years in the mortgage industry• 2:22 – including clients in the loan process• 3:45 – why Michelle meets with clients in person• 4:50 – how Michelle makes the mortgage process fun• 6:10 – Michelle’s presence in her community• 7:45 – Michelle’s love for people• 8:31 – why Michelle does pre-closing meetings with clients• 10:56 – unique touchpoints with borrowers• 13:04 – what happened when Michelle stepped back from originating• 14:25 – the impact of going from retail lending to the broker channel• 15:34 – what happened when Michelle had surgeryShow Contributor:Michelle ChretienConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM’s in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram or Twitter Connect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.

The following guest sits down with host Justin White:• Anthony Lee – CEO and Founder, Veterans Alliance Home LoansShowing up For the Military Veteran Community Requires a Keen Understanding of the VA LoanFrom the military to marathons to mortgages, Anthony Lee knows what it takes to get across the finish line. He’s now using that same approach to lift the veteran community. How can mortgage loan originators help more veteran borrowers while shifting the narrative on VA loans? Listen to Episode #126 of the Good. Better. Broker. podcast to find out how Anthony is creating more opportunities for LOs, military veterans, and their families.In this episode of the Good. Better. Broker. podcast, you’ll learn how to help veterans navigate the VA loan process.In this episode, we discuss ...• 1:55 – how being an endurance athlete helps with doing mortgages• 3:49 – Anthony running 6 marathons in one year• 5:40 – Anthony’s history in the mortgage industry• 6:46 – how Anthony got a $4.1m listing on his first deal in real estate• 9:16 – how military experience translates to mortgages• 10:46 – why veteran LOs are uniquely positioned to serve veteran borrowers• 12:09 – what non-veteran LOs don’t understand about serving military veterans• 13:59 – The launch of Veterans Alliance Home Loans • 15:41 – what Anthony asks listing agents about VA loans• 17:38 – why Anthony can overcome any objection• 19:47 – similarities between coaching athletes and LOsShow Contributor:Anthony LeeConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM’s in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.

The following guest sits down with host Justin White:• Justin Kelly – President and CEO, CPF MortgageWhy an Assembly Line Loan Process Helps Borrowers, Agents, and Staff MembersOn the surface, delivering the same loan experience every time may not seem like a huge deal. But when you consider what a repeatable process has done for Justin Kelly’s company, you’ll understand why it’s important. How can mortgage brokers build a loan process that runs like a well-oiled machine? Listen to Episode #125 of the Good. Better. Broker. podcast to find out how Justin did it and how he’s teaching his referral partners to do the same thing.In this episode of the Good. Better. Broker. podcast, you’ll learn how a mortgage broker built his brand and business with a repeatable, scalable loan process.In this episode, we discuss ...• 1:46 – starting in the mortgage business before graduating from high school• 3:03 – what Justin loves about the industry• 3:24 – the significance of the name CPF Mortgage• 4:35 – establishing a good reputation in the community• 5:36 – the impact of the loan process on the company brand• 7:16 – how Justin’s early days in the business led to the need for a repeatable process• 8:50 – Justin’s assembly line approach to the loan process• 9:58 – the importance of brand predictability• 12:20 – the benefits of an assembly line process for Justin’s team• 13:04 – coaching real estate agents to help improve their processes• 13:49 – providing referral partners with relevant educational materials• 15:18 – how Justin’s loan process has helped with company culture Show Contributor:Justin KellyConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM’s in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.

The following guests sit down with host Justin White:• Eric Wilson – Freddie Mac• Roger Moore – Loan Pronto• Jason Kindler and Aaron Bacus – First Coast Mortgage• Julie Grushoff – Clear Choice Lending• Jaxzann Riggs – The Mortgage Network• Kristen Genovese – CMS Mortgage Solutions• Mike Fawaz – Origina8UWM Live! Attendees Discuss All Things Mortgage Industry and BeyondFor the fifth year in a row, thousands of independent mortgage brokers gathered in Pontiac, Michigan for the biggest broker event of the year, UWM LIVE! In part 2 of this special episode, we catch up with mortgage professionals from around the country to find out how they’re leveraging technology, social media and more to bring in business.In this episode of the Good. Better. Broker. podcast, you’ll hear interviews from the fifth annual UWM LIVE!In this episode, we discuss ...• 1:07 – interview with Eric Wilson• 12:00 – interview with Roger Moore• 20:58 – interview with Jason Kindler and Aaron Bacus• 31:48 – interview with Julie Grushoff• 45:04 – interview with Jaxzann Riggs• 53:42 – interview with Kristen Genovese• 1:01:46 – interview with Mike FawazResources Mentioned in This Episode: Freddie MacLevitate Show Contributors:Eric WilsonLinkedInFacebookFreddie MacJason Kindler LinkedInFacebookInstagramAaron BacusLinkedInFacebookInstagramJaxzann RiggsLinkedInFacebookInstagramJulie GrushoffLinkedInFacebookInstagramKristen GenoveseLinkedInFacebookInstagramMike FawazLinkedInFacebookInstagramJustin White is UWM’s in-house brand journalist and the host of the daily news video, UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.

The following guests sit down with host Justin White:• Allison Thenhaus – C2 Financial• Mahb Rahman – Safetrust Mortgage• Dakota Baisa – Powell Home Mortgage• Jessica Benge – Benge Mortgage• Lamont Harris – Harris Capital MortgageUWM Live! Attendees Join us to Discuss How They’re Generating BusinessFor the fifth year in a row, thousands of independent mortgage brokers gathered in Pontiac, Michigan for the biggest broker event of the year, UWM LIVE! In part 1 of this special episode, we catch up with mortgage professionals from around the country to find out how they’re leveraging technology, social media and more to bring in business.In this episode of the Good. Better. Broker. podcast, you’ll hear interviews from the fifth annual UWM LIVE!In this episode, we discuss ...• 1:05 – interview with Allison Thenhaus• 9:36 – interview with Mahb Rahman• 19:28 – interview with Dakota Baisa• 31:34 – interview with Jessica Benge• 42:29 – interview with Lamont HarrisResources Mentioned in This Episode:Arive The Gap and the Gain Show Contributors:Allison ThenhausLinkedInFacebookInstagramMahb RahmanLinkedIn Facebook InstagramDakota BaisaLinkedInFacebook InstagramJessica BengeLinkedInFacebookInstagramLamont HarrisLinkedInFacebookInstagramJustin White is UWM’s in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.

The following guest sits down with host Justin White:• Lucas Vanderbosch – Mortgage Broker, Mitten Mortgage LendingA Young LO’s Approach to Fully Educating Clients is Helping his Business Take OffMortgage brokers only get one chance to make a first impression. By educating clients on what they can truly afford, LO’s set themselves up to not get shopped. How can mortgage brokers win more deals and put their borrowers in the best financial situation? Listen to Episode #122 of the Good. Better. Broker. podcast to find out how an LO 5X’d his business with a pre-approval strategy tailored to every borrower’s individual situation.In this episode of the Good. Better. Broker. podcast, you’ll learn how to win over more borrowers by explaining all the details of their mortgage up front.In this episode, we discuss ...• 1:30 – How Lucas figured out he had a knack for great customer service• 2:38 – prioritizing relationship building instead of selling• 4:23 – the opportunity Lucas saw to set himself apart • 8:46 – explaining tax reassessments to borrowers• 10:57 – the spreadsheet Lucas puts in front of his borrowers and real estate agents• 14:18 – why Lucas gives borrowers as much information as possible up front• 16:29 – what Lucas does before a client’s first payment is due• 19:17 – tailoring every pre-approval call to each borrower’s situation• 21:40 – the impact of Lucas’ pre-approval process on his business growthShow Contributor:Lucas VanderboschConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM’s in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.

The following guest sits down with host Justin White:• Alex Madonna – Mortgage Broker, Trust One FinancialWhy a Top Retail Lending Executive Decided to Open his Own Independent Mortgage Broker ShopAfter a long and very successful career at a large retail mortgage lender, Alex Madonna has made a pivot to the mortgage broker space. Why does he believe the wholesale channel is the place to plant his flag? Listen to Episode #121 of the Good. Better. Broker. podcast as we sit down with Alex to find out the vision for his new company and his plans to make it a destination for top loan originators.In this episode of the Good. Better. Broker. podcast, you’ll learn how a former retail lender executive aims to leverage the power of the wholesale channel to build his new mortgage brokerage.In this episode, we discuss ...• 1:26 – why Alex decided to start his own broker shop• 2:25 – how it feels to come back to the broker channel• 3:27 – the timing of Alex announcing his move• 4:30 – why Alex has been successful in the direct lending model• 5:28 – new customer acquisition • 7:38 – the model Alex is building at his new company• 9:45 – the importance of transparency in mortgage origination• 11:45 – what Alex is looking for in loan originators• 14:20 – coaching LOs to think long-term• 16:13 – what LOs should look for in a broker shop• 18:05 – the key elements to building a successful business• 19:48 – how Alex feels about his fresh start in the broker channelShow Contributor:Alex MadonnaConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM’s in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.

Why the Best Time to Evaluate Your Business is NowThe following guest sits down with host Justin White:• Joey Rivero – Mortgage Broker, Clear Choice LendingWorking On Your Business Instead of Working in the Business as a Strategy for GrowthFor even the most seasoned or successful mortgage broker, there comes a point when you have to figure out the best use of your time. How can brokers determine if there’s a better way to run their business? Listen to Episode #120 of the Good. Better. Broker. podcast as we sit down with a 25-year industry veteran to find out why his company took a step forward when he decided to take a step back.In this episode of the Good. Better. Broker. podcast, you’ll learn why it’s important to look for new ways to make your business more efficient.In this episode, we discuss ...• 1:40 – Joey’s shift to doing things differently• 2:44 – what Joey is doing to provide value for his referral partners• 4:32 – specific strategies for helping real estate agents • 5:26 – the importance of consistently being in front of referral partners• 6:07 – why Joey views his real estate agents as clients• 7:11 – making tough decisions about who you work with• 8:38 – why Joey hired an operations manager• 9:49 – Joey’s plans for company growth• 10:50 – how Joey’s feelings about his business have changed• 11:40 – why Joey is thinking about his legacy• 14:05 – Joey’s advice for other brokers on why they should evaluate their businessShow Contributor:Joey RiveroConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM’s in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.

The following guest sits down with host Justin White:• Brent Busch – Mortgage Broker, Edge Home FinancePlanning Interactions at Networking Events That Make Sense and Cents Attending networking events is a great way for mortgage brokers to meet referral partners and clients. However, simply showing up isn’t a strategy for success. How can LOs set themselves up to have conversations that lead to loans? Listen to Episode #119 of Good. Better. Broker. to learn how Minnesota’s top mortgage broker plans out interactions every time he walks into a room.In this episode of the Good. Better. Broker. podcast, you’ll learn how to have conversations at networking events that lead to business.In this episode, we discuss ...• 1:29 – why Brent came up with a strategy to network efficiently• 2:11 - how Brent plans interactions• 3:32 – Brent’s approach in networking conversations• 4:31 – how Brent leverages social media to help with networking• 9:49 – how Brent’s love for cooking helps in conversations• 11:46 – what Brent always does before ending a conversation• 12:51 – how long to stay at a networking event• 14:10 – how to maximize time spent at a networking event• 16:28 – why showing up at events consistently is beneficial• 19:17 – what not to do in an interaction• 21:17 – Brent’s top networking tip• 23:05 – how to break up a group conversation to have a 1 on 1• 24:52 – trial and error that goes into networkingShow Contributor:Brent BuschConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM’s in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram or Twitter Connect with UWM on Social Media:• Facebook• LinkedIn• Instagram• Twitter• YouTubeHead to uwm.com to see the latest news and updates.