The following guest sits down with host Justin White:

• Michael Harris – CEO, United Mortgage Corporation of America

Taking an Education-First Approach to Align Mortgage Strategy With Financial Health

A mortgage can be a powerful tool to help consumers improve their overall financial well-being. If loan originators take that approach, it can be a huge win for their business. How can LOs harness the power of a mortgage to help clients and earn referrals? Listen to Episode #117 of Good. Better. Broker. to learn how one mortgage broker embraces his role as part loan originator and part financial advisor.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to leverage a mortgage to help clients achieve their short and long-term financial goals.

In this episode, we discuss ...

• 1:35 – why Michael focuses on financial empowerment as a business strategy
• 3:37 – when Michael first saw a mortgage as a tool for financial health
• 5:12 – helping clients in different demographics
• 6:25 – Michael’s radio show and the impact it has on his business
• 9:58 – Michael’s YouTube channel
• 11:17 – the meaning of a ‘perfect financial GPS’ and how it helps borrowers
• 17:13 – interest rate vs. interest volume and why the difference matters
• 20:27 – why every person’s financial situation should be addressed differently
• 22:26 – how to get in touch with Michael to learn more

Show Contributors:

Michael Harris
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About 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.

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Aligning Mortgage Strategy With Financial Health | Episode 117